BrightSpring Health Services, Inc. (BTSG)

Over the past six months, BrightSpring Health Services' stock experienced a 70.23% gain, reaching an all-time high of $38.42 USD on January 3, 2026. Strong Q3 2025 earnings, with an EPS of $0.30 and a 28% year-over-year revenue increase, contributed to this. Analyst upgrades and price target increases from firms like BTIG, Stephens, KeyBanc, Mizuho Securities, and Wells Fargo also positively impacted the stock. The strategic divestiture of the Community Living business and partnership expansion of Onco360 further influenced the stock's performance.

BrightSpring Health Services experiences relatively stable demand for its services due to its focus on home and community-based care for complex, chronic, and specialty populations. The consistent need for long-term care and medication management for chronic conditions results in less pronounced seasonal fluctuations. The company has noted a high need and demand in seniors in specialty populations and increased demand for home and community-based services.

BrightSpring Health Services, Inc. operates in the Healthcare sector, focusing on Health Information Services and Elder and Disabled Care. The company provides pharmacy and provider services to complex patients, including Medicare, Medicaid, and commercially insured populations. Its Pharmacy Solutions segment includes specialty pharmacy, infusion services, and medication management. Its Provider Services segment encompasses home health, hospice, rehabilitation, and behavioral health. BrightSpring divested its Community Living business to Sevita for US$835 million in January 2025, a transaction expected to close in Q4 2025, to streamline its capital structure and focus on high-growth segments.

BrightSpring Health Services operates in all 50 states across the United States, as well as in Ontario, Canada, and Puerto Rico. The company's corporate headquarters are located in Louisville, Kentucky, US.

BrightSpring Health Services has maintained a positive brand reputation in the past year, with no significant negative events reported. Several of its hospice locations earned high ratings from Medicare, and the company received the 2025 Homecare Homebase KPI Excellence Award in Hospice. BrightSpring also highlighted its commitment to the community through the "Building Brighter Futures: StepStone Family & Youth Services 2024 Child & Family Impact Report."

BrightSpring Health Services, Inc. is largely owned by institutional investors, with Kohlberg Kravis Roberts & Co. (KKR) being a significant owner since January 2021. KKR Phoenix Aggregator L.P. is the largest individual shareholder, holding 34.35% of the company's shares. Other major institutional shareholders include Fmr Llc, Price T Rowe Associates Inc /md/, Vanguard Group Inc, Invesco Ltd., BlackRock, Inc., Alliancebernstein L.p., T. Rowe Price Investment Management, Inc., Manufacturers Life Insurance Company, and Walgreens Boots Alliance Inc. Insider ownership also represents a substantial portion of the company's outstanding shares.