Bright Horizons Family Solutions Inc. (NYSE: BFAM) Overview

Company Overview - Bright Horizons Family Solutions Inc. (NYSE: BFAM) is a leading provider of early education and child care services, operating over 1,000 centers globally. The company is divided into three main segments: Full Service Center-Based Child Care, Back-Up Care, and Educational Advisory and Other Services. It competes with other business service companies like BrightView and VCI Global [1] Financial Performance - BFAM reported strong Q3 2025 earnings, with earnings per share of $1.57, surpassing the Zacks Consensus Estimate of $1.32. This performance has likely contributed to Barclays' positive price target [3] Price Target and Analyst Sentiment - The consensus price target for BFAM has seen fluctuations over the past year, initially at $117.43, dropping to $100 last quarter, and recently rising to $107, indicating a slight recovery in analyst sentiment. Barclays has set a more optimistic price target of $130, suggesting a positive outlook for the stock [2] Segment Performance - Despite challenges in the Full Service segment, BFAM's Backup Care segment showed a 26% year-over-year growth. However, the Full Service segment faces issues like muted enrollment and weak pricing power, which may impact its near-term potential [4] Institutional Ownership - Institutional ownership is significant for BFAM, with 92.4% held by institutions and insiders. This high level of ownership can influence stock stability and investor confidence [5]