BTSG

BrightSpring Health Services, Inc.

Nasdaq · Services-Home Health Care Services · Inc. DE · CIK 0001865782
$57.40 0.00% $11.1B
Insider Selling Cluster (3 insiders)High Impact Filing (8/10)4 New Institutional Positions
Vol
Market Cap$11.1B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (95%)
Inst. Holders8 funds
Inst. Value$1.5B
Inst. Activity4 buys / 1 sells
Insider Activity0B / 4S
Insider Net $-$819.3M
SEC Reports4
Press Releases4
Exchange Nasdaq·Sector Services-Home Health Care Services·Inc. DE·CIK 0001865782·Prev Close $57.40

Recent Activity

Jun 5, 2026 Insider
ROUSSEAU JON B sold 130,000 shares
See Remarks @ $58.75 ($7.6M)
Jun 5, 2026 Insider
ROUSSEAU JON B sold 130,000 shares
See Remarks @ $0.00 ($0.00)
Jun 5, 2026 Insider
Nalley Lisa A sold 35,000 shares
See Remarks @ $0.00 ($0.00)
Jun 4, 2026 Press
BrightSpring Health Services announced the pricing of a secondary offering of 15,000,000 shares at $58.75 per share by s
Impact 5/10
Jun 4, 2026 offering
BrightSpring Announces Pricing of Secondary Offering of Common Stock and Concurrent Share Repurchase
<p align="justify">LOUISVILLE, Ky., June 03, 2026 (GLOBE NEWSWIRE) -- BrightSpring Health Services
May 1, 2026 SEC
BrightSpring Health Services reported Q1 2026 revenue of $3,614M (beat consensus of $3,390M by 6.6%) and GAAP diluted EP
PRESS-RELEASE — Impact 8/10
Apr 7, 2026 SEC
BrightSpring Health Services announced plans to release Q1 2026 financial results on May 1, 2026, ahead of an 8:30 a.m.
PRESS-RELEASE — Impact 3/10
Mar 4, 2026 SEC
BrightSpring Health Services conducted a secondary public offering where selling stockholders (KKR and management) sold
8-K — Impact 4/10

Price Targets

$62.00 +8.0% upside Buy
Current $57.40 Low $49.00 Median $63.00 High $71.00 15 analysts
$49.00 $71.00

Analyst Ratings

Strong Buy95% buy · 22 analysts
8Strong Buy
13Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 2, 2026 Morgan Stanley MAINTAIN Overweight → Overweight
May 6, 2026 Morgan Stanley MAINTAIN Overweight → Overweight
May 5, 2026 Mizuho MAINTAIN Outperform → Outperform
May 4, 2026 Wells Fargo MAINTAIN Overweight → Overweight
May 4, 2026 TD Cowen MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.39 ▲ +5.9% $0.31 — $0.44 79% YoY 13
Next Q $0.44 ▲ +3.1% $0.35 — $0.49 46% YoY 13
Current FY $1.68 ▲ +1.0% $1.41 — $1.83 68% YoY 15
Next FY $2.11 $1.47 — $2.55 26% YoY 15

Top Institutional Holders

FundValueMove
FMR LLC$849.3M
VANGUARD GROUP INC$469.4MADD
CHARLES SCHWAB INVESTMENT MANAGEMENT$50.0MADD
BANK OF AMERICA CORP$38.6MADD
MORGAN STANLEY$38.1MADD

Recent Insider Trades

DateInsiderTypeValue
Jun 5, 2026ROUSSEAU JONSELL$7.6M
Jun 5, 2026ROUSSEAU JONM$0.00
Jun 5, 2026Nalley LisaM$0.00
Jun 5, 2026ROUSSEAU JONM$828.1K
Jun 5, 2026Nalley LisaSELL$2.1M
8 institutional holders with $1.5B total value (39,030,230 shares) as of 2025-Q4. Top holders: FMR, VANGUARD, CHARLES. Net buying activity: 4 institutions added/increased vs 1 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1FMR LLC22,679,459$849.3M58.1%
2VANGUARD GROUP INC12,533,656$469.4M32.1%ADD +30.5%
3CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,334,644$50.0M3.4%ADD +50.7%
4BANK OF AMERICA CORP /DE/1,031,368$38.6M2.6%ADD +42.4%
5MORGAN STANLEY1,017,544$38.1M2.6%ADD +40.3%
6WELLS FARGO & COMPANY/MN205,850$7.7M0.5%ADD +74.4%
7TWO SIGMA INVESTMENTS, LP161,296$6.0M0.4%TRIM -53.7%
8NORGES BANK66,413$2.5M0.2%NEW

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
VANGUARD GROUP INCADD9,604,70312,533,656+30.5%$469.4M2025-Q4
MORGAN STANLEYADD725,0141,017,544+40.3%$38.1M2025-Q4
WELLS FARGO & COMPANY/MNADD118,026205,850+74.4%$7.7M2025-Q4
TWO SIGMA INVESTMENTS, LPTRIM348,434161,296-53.7%$6.0M2025-Q4
NORGES BANKNEW66,413$2.5M2025-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCADD728,1391,097,007+50.7%$32.4M2025-Q3
MORGAN STANLEYTRIM1,113,321725,014-34.9%$21.4M2025-Q3
TWO SIGMA INVESTMENTS, LPTRIM1,081,381348,434-67.8%$10.3M2025-Q3
WELLS FARGO & COMPANY/MNTRIM340,057118,026-65.3%$3.5M2025-Q3
RENAISSANCE TECHNOLOGIES LLCEXIT372,7000-100.0%$0.002025-Q3
NORGES BANKEXIT68,5290-100.0%$0.002025-Q3
VANGUARD GROUP INCADD6,633,7449,027,797+36.1%$213.0M2025-Q2
MORGAN STANLEYADD771,1301,113,321+44.4%$26.3M2025-Q2
TWO SIGMA INVESTMENTS, LPDOUBLED244,1541,081,381+342.9%$25.5M2025-Q2
BANK OF AMERICA CORP /DE/ADD705,9031,005,112+42.4%$23.7M2025-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INCADD494,231728,139+47.3%$17.2M2025-Q2
UBS Group AGDOUBLED219,414717,611+227.1%$16.9M2025-Q2
RENAISSANCE TECHNOLOGIES LLCTRIM665,400372,700-44.0%$8.8M2025-Q2
WELLS FARGO & COMPANY/MNDOUBLED64,098340,057+430.5%$8.0M2025-Q2
NORGES BANKNEW68,529$1.6M2025-Q2
MORGAN STANLEYTRIM1,279,572771,130-39.7%$13.9M2025-Q1
UBS Group AGTRIM324,935219,414-32.5%$4.0M2025-Q1
NORGES BANKEXIT1,530,5560-100.0%$0.002025-Q1
NORGES BANKTRIM4,450,2881,530,556-65.6%$26.1M2024-Q4
RENAISSANCE TECHNOLOGIES LLCDOUBLED182,500557,700+205.6%$9.5M2024-Q4
9 unique insiders with 4 transactions. Net insider value: -$819.3M ($0.00 bought, $819.3M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 5, 2026ROUSSEAU JON BSee RemarksSELL130,000$58.75$7.6M
Jun 5, 2026ROUSSEAU JON BSee RemarksM130,000$0.00$0.00
Jun 5, 2026Nalley Lisa ASee RemarksM35,000$0.00$0.00
Jun 5, 2026ROUSSEAU JON BSee RemarksM130,000$6.37$828.1K
Jun 5, 2026Nalley Lisa ASee RemarksSELL35,000$58.75$2.1M
Jun 5, 2026Nalley Lisa ASee RemarksM35,000$6.37$222.9K
Jun 5, 2026Phipps Jennifer AChief Financial OfficerM35,000$0.00$0.00
Jun 5, 2026Phipps Jennifer AChief Financial OfficerSELL35,000$58.75$2.1M
Jun 5, 2026Phipps Jennifer AChief Financial OfficerM35,000$6.37$222.9K
May 5, 2026Miller Steven BDirectorA4,983$0.00$0.00
May 5, 2026KIRTLEY OLIVIA FDirectorA4,983$0.00$0.00
May 5, 2026Wicks Timothy ADirectorA4,983$0.00$0.00
Apr 25, 2026ROUSSEAU JON BSee RemarksF16,222$48.16$781.3K
Mar 30, 2026Barnes Robert AllenPresident, Community LivingF6,748$41.54$280.3K
Mar 20, 2026ROUSSEAU JON BSee RemarksG180,753$0.00$0.00
Mar 5, 2026Greenwell Scott A.President, PharMericaA20,020$0.00$0.00
Mar 5, 2026Nalley Lisa ASee RemarksA21,354$0.00$0.00
Mar 5, 2026Nalley Lisa ASee RemarksA52,344$0.00$0.00
Mar 5, 2026ROUSSEAU JON BSee RemarksA186,845$0.00$0.00
Mar 5, 2026ROUSSEAU JON BSee RemarksA458,008$0.00$0.00
Mar 5, 2026Phipps Jennifer AChief Financial OfficerA53,384$0.00$0.00
Mar 5, 2026Phipps Jennifer AChief Financial OfficerA130,860$0.00$0.00
Mar 5, 2026Greenwell Scott A.President, PharMericaA49,073$0.00$0.00
Mar 4, 2026KKR Phoenix Aggregator L.P.10%+ OwnerSELL19,715,000$40.96$807.5M
Mar 4, 2026Nalley Lisa ASee RemarksM30,000$6.37$191.1K
Mar 4, 2026Nalley Lisa ASee RemarksA35,331$0.00$0.00
Mar 4, 2026Nalley Lisa ASee RemarksM30,000$0.00$0.00
Mar 4, 2026ROUSSEAU JON BSee RemarksM220,000$6.37$1.4M
Mar 4, 2026ROUSSEAU JON BSee RemarksA955,823$0.00$0.00
Mar 4, 2026ROUSSEAU JON BSee RemarksM220,000$0.00$0.00
Mar 4, 2026Phipps Jennifer AChief Financial OfficerA35,331$0.00$0.00
Mar 4, 2026Phipps Jennifer AChief Financial OfficerM35,000$0.00$0.00
Mar 4, 2026Phipps Jennifer AChief Financial OfficerM35,000$6.37$222.9K
Mar 3, 2026Barnes Robert AllenPresident, Community LivingA35,331$0.00$0.00
Current analyst consensus: Strong Buy (95% buy). Based on 22 analysts: 8 strong buy, 13 buy, 1 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$62.00 mean target +8.0% upside Buy (1.13)
$49.00 Low $71.00 High
MetricValue
Current Price$57.40
Target Low$49.00
Target Mean$62.00
Target Median$63.00
Target High$71.00
# Analysts15
RecommendationBuy (1.13)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.39 $0.31 $0.44 78.9% +5.9% 10↑ 1↓ $3.7B 16.5% 13
Next Q
2026-09-30
$0.44 $0.35 $0.49 45.6% +3.1% 7↑ 2↓ $3.8B 14.3% 13
Current FY
2026-12-31
$1.68 $1.41 $1.83 67.8% +1.0% 14↑ 0↓ $15.1B 16.7% 15
Next FY
2027-12-31
$2.11 $1.47 $2.55 25.9% +0.3% 14↑ 0↓ $17.1B 13.6% 15

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.394
7d ago$0.394
30d ago$0.371+0.022
60d ago$0.361+0.033
90d ago$0.360+0.034
11 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 2 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 2, 2026 Morgan Stanley MAINTAIN Overweight Overweight
May 6, 2026 Morgan Stanley MAINTAIN Overweight Overweight
May 5, 2026 Mizuho MAINTAIN Outperform Outperform
May 4, 2026 Wells Fargo MAINTAIN Overweight Overweight
May 4, 2026 TD Cowen MAINTAIN Buy Buy
May 4, 2026 Keybanc MAINTAIN Overweight Overweight
May 4, 2026 Stephens & Co. MAINTAIN Overweight Overweight
May 4, 2026 BMO Capital MAINTAIN Outperform Outperform
May 4, 2026 BTIG MAINTAIN Buy Buy
Mar 19, 2026 BTIG REITERATE Buy Buy
Mar 18, 2026 UBS MAINTAIN Buy Buy
Mar 18, 2026 Mizuho MAINTAIN Outperform Outperform
Mar 4, 2026 Morgan Stanley MAINTAIN Overweight Overweight
Mar 3, 2026 Mizuho MAINTAIN Outperform Outperform
Mar 2, 2026 Wells Fargo MAINTAIN Overweight Overweight
Mar 2, 2026 BTIG REITERATE Buy Buy
Feb 2, 2026 BTIG MAINTAIN Buy Buy
Jan 7, 2026 Wells Fargo MAINTAIN Overweight Overweight
Dec 23, 2025 BTIG MAINTAIN Buy Buy
Dec 18, 2025 Mizuho MAINTAIN Outperform Outperform
Dec 12, 2025 Keybanc UPGRADE Sector Weight Overweight
Dec 11, 2025 Stephens & Co. INITIATE Overweight
Dec 9, 2025 B of A Securities MAINTAIN Buy Buy
Dec 8, 2025 William Blair INITIATE Outperform

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202681310095%
May 1, 202681310095%
Apr 1, 202681310095%
Mar 1, 202681310095%
Feb 1, 202681310095%
Jan 1, 202681310095%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Jun 4, 2026
offering
BrightSpring Announces Pricing of Secondary Offering of Common Stock and Concurrent Share Repurchase
<p align="justify">LOUISVILLE, Ky., June 03, 2026 (GLOBE NEWSWIRE) -- BrightSpring Health Services, Inc. (NASDAQ: BTSG) (“BrightSpring” or the “Comp
Jun 3, 2026
offering
BrightSpring Announces Secondary Offering of Common Stock and Concurrent Share Repurchase
<p align="justify">LOUISVILLE, Ky., June 03, 2026 (GLOBE NEWSWIRE) -- BrightSpring Health Services, Inc. (NASDAQ: BTSG) (“BrightSpring” or the “Comp
Jun 3, 2026
short_volume
Short Volume: BTSG — 66.4% short (0.4M / 0.6M)
Short: 422,365 | Exempt: 433 | TRF Vol: 635,963 | Short Ratio: 66.4% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
short_volume
Short Volume: BTSG — 55.8% short (0.4M / 0.8M)
Short: 442,691 | Exempt: 17 | TRF Vol: 793,348 | Short Ratio: 55.8% | Off-exchange volume (dark pool + OTC)
Jun 1, 2026
short_volume
Short Volume: BTSG — 58.4% short (0.6M / 1.0M)
Short: 612,150 | Exempt: 708 | TRF Vol: 1,048,999 | Short Ratio: 58.4% | Off-exchange volume (dark pool + OTC)
May 27, 2026
short_volume
Short Volume: BTSG — 71.3% short (0.7M / 1.0M)
Short: 682,483 | Exempt: 3 | TRF Vol: 956,658 | Short Ratio: 71.3% | Off-exchange volume (dark pool + OTC)
May 26, 2026
short_volume
Short Volume: BTSG — 63.2% short (0.5M / 0.8M)
Short: 510,107 | Exempt: 0 | TRF Vol: 807,277 | Short Ratio: 63.2% | Off-exchange volume (dark pool + OTC)
May 21, 2026
short_volume
Short Volume: BTSG — 70.3% short (0.7M / 1.0M)
Short: 697,638 | Exempt: 29 | TRF Vol: 993,014 | Short Ratio: 70.3% | Off-exchange volume (dark pool + OTC)
May 14, 2026
short_volume
Short Volume: BTSG — 60.5% short (0.5M / 0.9M)
Short: 525,043 | Exempt: 90 | TRF Vol: 868,101 | Short Ratio: 60.5% | Off-exchange volume (dark pool + OTC)
May 8, 2026
short_volume
Short Volume: BTSG — 56.4% short (0.5M / 0.8M)
Short: 463,248 | Exempt: 100 | TRF Vol: 820,714 | Short Ratio: 56.4% | Off-exchange volume (dark pool + OTC)
May 1, 2026
earnings
BrightSpring Health Services, Inc. Reports First Quarter 2026 Financial Results and Increases Full Year 2026 Guidance
<p>LOUISVILLE, Ky., May 01, 2026 (GLOBE NEWSWIRE) -- BrightSpring Health Services, Inc. (“BrightSpring” or the “Company”) (NASDAQ: BTSG), a leading
May 1, 2026
earnings_calendar
BTSG Q1 2026 Earnings Before Market Open — 2026-05-01
Apr 30, 2026
short_volume
Short Volume: BTSG — 65.0% short (2.3M / 3.6M)
Short: 2,348,055 | Exempt: 1,410 | TRF Vol: 3,615,030 | Short Ratio: 65.0% | Off-exchange volume (dark pool + OTC)
Apr 29, 2026
short_volume
Short Volume: BTSG — 81.5% short (1.1M / 1.3M)
Short: 1,069,458 | Exempt: 3,840 | TRF Vol: 1,312,672 | Short Ratio: 81.5% | Off-exchange volume (dark pool + OTC)
Apr 28, 2026
short_volume
Short Volume: BTSG — 66.5% short (0.5M / 0.8M)
Short: 549,391 | Exempt: 0 | TRF Vol: 825,867 | Short Ratio: 66.5% | Off-exchange volume (dark pool + OTC)