# Bright Horizons Family Solutions Inc. (BFAM)

> Source: Nexqual · https://nexqual.com/BFAM · data as of 2026-10-15 20:00 UTC · cite as "Nexqual, Bright Horizons Family Solutions Inc. (BFAM), nexqual.com/BFAM" · informational, not investment advice.

**Price:** USD 70.42 (+2.94% on the day) · last close of Oct 15, 2026; US market closed, not a live price. Prev close 68.41 · day 69.65–71.6 · 52w 57.63–109.86 · market cap $3.42B · NYQ

## Key facts
- 2 of 80 tracked superinvestors hold BFAM (13F, Q2 2026): 0 new, 2 added, 0 reduced, 0 unchanged.
- Analysts: Buy (mean 2.33 on a 1–5 scale) (9 analysts), mean target USD 86.78 (range 64–99).
- Total return with dividends: 1Y -28.8% vs S&P 500 +18.1%; 5Y -57.0% vs S&P 500 +85.1%.
- Next earnings: 2026-10-29, EPS estimate USD 1.76, revenue estimate $843M.

## Superinvestors (SEC 13F-HR, Q2 2026)
2 of 80 tracked investors hold BFAM. Change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Abrams Bison Investments, Llc |  | 8.28% | $170M | Added +69.4% |
| Francois Rochon | Giverny Capital | 2.58% | $76.6M | Added +45.6% |

## Analysts
Consensus Buy (mean 2.33 on a 1–5 scale), 9 analysts; mean target USD 86.78 (low 64, high 99).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-14 | UBS | Target lowered | Neutral | $88 → $78 |
| 2026-10-13 | Morgan Stanley | Target lowered | Underweight | $66 → $64 |
| 2026-10-05 | BMO Capital | Target lowered | Outperform | $93 → $83 |
| 2026-09-23 | Morgan Stanley | Target lowered | Underweight | $68 → $66 |
| 2026-07-31 | UBS | Target raised | Neutral | $87 → $88 |
| 2026-07-31 | Morgan Stanley | Target lowered | Underweight | $70 → $68 |
| 2026-07-17 | UBS | Target lowered | Neutral | $88 → $87 |

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-16) | 5Y (from 2021-10-11) |
|---|---|---|
| Total return | -28.8% | -57.0% |
| S&P 500 (SPY) | +18.1% | +85.1% |
| Per year | -28.9% | -15.5% |
| Volatility (annualized) | 47.1% | 39.3% |
| Max drawdown | -45.8% (Oct 2025→Jun 2026) | -65.9% (Oct 2021→Oct 2022) |

## Peers (Personal Services)
FTDR (frontdoor, inc.) USD 78.26 +0.55% · HRB (H&R Block, Inc.) USD 48.31 +10.22% · ANDG (Andersen Group Inc.) USD 58.95 +1.53% · SCI (Service Corporation Internation) USD 80.83 +3.85% · ROL (Rollins, Inc.) USD 33.89 +5.41% · CSV (Carriage Services, Inc.) USD 36.13 +4.39%

## More
Full page: https://nexqual.com/BFAM · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt