BrightSpring Health Services, Inc. Common Stock (BTSG) Stock: Price, Forecast & Analyst Target
BrightSpring Health Services, Inc. Common Stock (BTSG) — MoonshotScore 83/100 (Exceptional band), calculated Oct 5, 2026. Price $62.00 (+2.90%), as of the Oct 5, 2026 trading session; market cap $12.2B. Expected results Oct 30, 2026.
Educational signal · not a buy or sell recommendation · How to read this
Market value / cash and short-term investments: 22.17× (market value Oct 5, 2026; cash Jun 30, 2026) · expected results Oct 30, 2026
BrightSpring Health Services, Inc. Common Stock · BTSG · NASDAQ · Healthcare · Medical - Healthcare Information Services
Research dated 2026-09-13: BrightSpring delivers pharmacy and clinical services in patients’ homes and local communities, largely for people covered by government programs or commercial insurance. The case rests on whether rising care volume can keep lifting profit and cash generation while the company carries substantially more debt than cash.
Price as of Oct 5, 2026
Key Statistics
MoonshotScore v2 · BrightSpring Health Services, Inc. Common Stock (BTSG)
ExceptionalWhy this rating? Method, drivers & history
Bands for the MoonshotScore: Exceptional 80-100 · Strong 65-79 · Fair 45-64 · Weak below 45.
- Business Quality — Is this a genuinely good business?
- Financial Safety — Could this blow up on me?
- Valuation — Am I paying a fair price?
- Growth Durability — Is the growth real and likely to last?
- Momentum — Is the market already moving on this?
High quality and elite growth, at a cheap price, but a strained balance sheet; the market is already moving on it. Business Quality: Solid; Financial Safety: Strained; Valuation: Fair; Growth Durability: Compounding; Momentum: Surging.
- quarterly revenue $3.87B (Q2 FY2026, quarter ended Jun 2026)
- EPS beat 6 of 8
- Altman Z 4.66 · Piotroski F 7
Holding back: balance-sheet strain
Helping: business quality, an attractive price, durable growth, positive momentum
What has the MoonshotScore done over time?
| Recorded | Score | Band |
|---|---|---|
| 81 | Exceptional | |
| 81 | Exceptional | |
| 81 | Exceptional | |
| 81 | Exceptional | |
| 81 | Exceptional | |
| 83 | Exceptional |
The score was 83 in the stored Oct 4, 2026 snapshot and remains 83 in the current publication computed Oct 5, 2026 (0); the largest pillar moves were Growth Durability -1; the pillar moves offset under the sector-relative weighting, so the headline score is unchanged.
Calculation uses the most recent completed US trading session. Live price changes do not update the score immediately.
Computed · Educational signal · not a buy or sell recommendation · How the MoonshotScore is computed →
Price & valuation
| Measure | Value | As of |
|---|---|---|
| Latest provided price | $62.00 | |
| Change on the day | +2.90% | |
| 52-week range | $27.11–$73.75 | |
| Market capitalisation | $12.2B | |
| Price / earnings (trailing) | 42.13 | |
| Shares traded on the day | 3.27M | |
| Beta (volatility vs the S&P 500) | 1.85 |
Price & events
Triangles mark reported quarters on the line: pointing up is above the recorded estimate, down is below, a diamond means no estimate on file or a dated event that is not a results report. Numbers key to the dated list. Point at or tab to any week for its close.
Events behind the price
- · Earnings results · above the recorded estimate
- · Earnings results · below the recorded estimate
- · Earnings results · above the recorded estimate
- · Earnings call · management outlook
- · Earnings results · above the recorded estimate
Results dates follow the earnings feed; call dates follow the transcript provider. Nearby dates do not establish that an event caused a price move.
Upcoming events
Management outlook
We now expect approximately $600 million of operating cash flow this year with EBITDA to operating cash conversion of around 70%, and leverage for the year to end below 2x before any potential acquisitions.
Jon Rousseau · Statement from
As we move into the second half of the year and 2027, we will continue to evaluate options for the most appropriate capital structure needed to support growth over the next 5 years.
Jennifer Phipps · Statement from
Statement dates identify the earnings call, not a deadline. Management expectations and provider estimates can change.
Read management statementsOther perspectives
Council score for BrightSpring Health Services, Inc. Common Stock (BTSG): perspectives
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
5-Factor Breakdown
Legends Council
6 lenses, 0 current
AI simulations built from the named investors' published principles. Not affiliated with, endorsed by, or the opinion of these individuals. How these lenses are built
Read on: Sep 24, 2026 · older than the 27 hours refresh window; not a current reading
Munger's Mindset
Balance Sheet & Valuation · historical
Read on: Sep 10, 2026 · older than the 27 hours refresh window; not a current reading
How to read these bars and different assessments
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
Bars show each model's ordered assessment on its own scale, not a probability or a comparable investment return. The adjacent words give the assessment; more filled segments indicate a stronger model reading.
On Sep 10, 2026, the Munger lens read the price at that time as fairly valued against its own estimate of value.
Readings on this page are from Oct 6, 2026, except a card that shows its own read date.
Watch the BTSG film — every key number, told as a short cinematic story
~2 min · open the film
What is BrightSpring Health Services, Inc. Common Stock (BTSG), and what does it report?
Short answer · as of
BrightSpring is not primarily a healthcare information vendor.
Research dated 2026-09-13.
BrightSpring is not primarily a healthcare information vendor. Its revenue comes from pharmacy services, medical care and supportive assistance delivered through clinicians and licensed pharmacists near where patients live, with reimbursement tied to Medicare, Medicaid and private insurance.
Reported revenue therefore reflects a broad mix of medication fulfillment and patient care rather than software subscriptions. The company reports a large revenue base with comparatively narrow gross, operating and net margins, making service mix, reimbursement and operating discipline important to earnings.
What do the latest results show for BrightSpring Health Services, Inc. Common Stock (BTSG)?
Short answer · as of
The most recent reported quarter, Q2 FY2026, carried revenue of $3.87B.
Research dated 2026-09-13.
The latest results extended a sustained rise in revenue, gross profit, operating profit and net income. Profit advanced faster than revenue across the recent sequence, while reported revenue and earnings also exceeded market estimates in the latest release.
Cash performance was less linear. Operating cash flow remained positive but fell sharply from the preceding period even as accounting profit increased, so the improvement in earnings has not yet translated into equally steady cash generation. Management expects stronger full-period cash conversion and lower leverage, but that remains an outlook to be tested against reported cash flow.
Where is operating spending going?
Revenue alongside research and development, selling, general and administrative expenses, and the FMP standardized operating result.
- Latest quarter · revenue
- $3.87B Jun 30, 2026
- Latest quarter · SG&A
- $348.15M Jun 30, 2026
- Latest quarter · FMP standardized operating result
- $144.59M Jun 30, 2026
| Period end | Revenue | R&D | SG&A | FMP standardized operating result |
|---|---|---|---|---|
| Jun 30, 2026 | $3.87B | Not available | $348.15M | $144.59M |
| Mar 31, 2026 | $3.61B | Not available | $344.67M | $137.55M |
| Dec 31, 2025 | $3.55B | Not available | $304.44M | $108.11M |
| Sep 30, 2025 | $3.33B | Not available | $304.17M | $87.84M |
USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow.
Did results meet expectations?
Reported earnings and revenue alongside the estimates recorded by the provider.
- Latest report · revenue
- $3.87B Jul 31, 2026
- Latest report · revenue estimate
- $3.66B Jul 31, 2026
- Latest report · revenue vs estimate
- Above estimate Jul 31, 2026
- Latest report · EPS vs estimate
- Above estimate Jul 31, 2026
| Report date | Revenue · reported | Revenue · estimate | EPS · reported | EPS · estimate |
|---|---|---|---|---|
| Jul 31, 2026 | $3.87B | $3.66B | $0.4500 | $0.3963 |
| May 1, 2026 | $3.61B | $3.39B | $0.3900 | $0.2900 |
| Feb 27, 2026 | $3.55B | $3.38B | $0.3300 | $0.3400 |
| Oct 31, 2025 | $3.33B | $3.17B | $0.3000 | $0.2635 |
Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined.
Quarterly income statement — 4 quarters
| Period | Revenue | Net income | EPS |
|---|---|---|---|
| Q2 FY2026 | $3.87B | $87M | $0.39 (diluted) |
| Q1 FY2026 | $3.61B | $74M | $0.34 (diluted) |
| Q4 FY2025 | $3.55B | $77M | $0.35 (diluted) |
| Q3 FY2025 | $3.33B | $56M | $0.26 (diluted) |
What are the financial strengths and risks for BrightSpring Health Services, Inc. Common Stock (BTSG)?
Short answer
Cash and short-term investments were $550.38M at the Jun 30, 2026 balance-sheet date. Operating cash flow was $43.92M for the quarter ended Jun 30, 2026, meaning operations generated cash. These figures do not establish a cash runway.
Research dated 2026-09-13.
BrightSpring has produced positive operating cash flow throughout the reported sequence, and capital spending has remained modest relative to that inflow. The liquidity ratios and quality screens also indicate adequate near-term financial capacity.
Debt is the sharper constraint. Cash and investments cover only a minority of total borrowings, leaving the company in a substantial net-debt position while margins remain thin. A setback in reimbursement, pharmacy economics or care delivery costs could therefore compress earnings quickly and reduce room for acquisitions or balance-sheet flexibility.
How much cash does the business generate or use?
Quarterly operating cash flow shows cash generated or used by operations.
- Latest quarter · operating cash flow
- $43.92M Jun 30, 2026
- Previous quarter · operating cash flow
- $122.94M Mar 31, 2026
| Period end | Operating cash flow | Capital expenditure (reported) |
|---|---|---|
| Jun 30, 2026 | $43.92M | −$29.03M |
| Mar 31, 2026 | $122.94M | −$21.54M |
| Dec 31, 2025 | $231.56M | −$37.66M |
| Sep 30, 2025 | $107.94M | −$15.76M |
Operating cash-flow bars share one scale and show magnitude; negative values mean cash used.
USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway.
What should you watch next at BrightSpring Health Services, Inc. Common Stock (BTSG)?
Short answer · as of
The next earnings report is expected on Oct 30, 2026.
Research dated 2026-09-13.
Watch whether revenue, gross profit and operating profit continue rising together. Revenue growth without further operating leverage would suggest that added care and pharmacy volume is carrying too much incremental cost.
Cash conversion deserves equal weight: operating cash flow weakened in the latest period, while management has set a materially stronger full-period expectation and is evaluating the capital structure needed to support future growth. The scheduled earnings release should clarify whether cash generation is catching up with profit and whether debt is moving toward management’s stated leverage objective.
What management is planning
Management expectations, not completed milestones or guarantees. Selected verbatim excerpts; dates follow the transcript provider.
We now expect approximately $600 million of operating cash flow this year with EBITDA to operating cash conversion of around 70%, and leverage for the year to end below 2x before any potential acquisitions.
Jon Rousseau ·
As we move into the second half of the year and 2027, we will continue to evaluate options for the most appropriate capital structure needed to support growth over the next 5 years.
Jennifer Phipps ·
How does BrightSpring Health Services, Inc. Common Stock compare with its peers?
Short answer
BrightSpring Health Services, Inc. Common Stock's score ranks 7th of 13 in the bounded comparison shown, against 12 same-model peers. These are company scores, not expected investment returns. The set lists named competitors first, then companies in the same data-provider industry classification closest in market value; that classification is the provider's, not our judgment of business similarity.
Research dated 2026-09-13.
BrightSpring combines pharmacy operations with hands-on clinical and supportive care delivered in homes and communities. That makes it different from a pharmacy distributor, a clinic operator or a healthcare software company viewed in isolation: medication services and patient care sit on the same broad platform.
Its payer exposure also spans government programs and commercial insurance. Compared with businesses concentrated in a single care setting or payer channel, BrightSpring’s breadth can diversify demand, but it also exposes profitability to several reimbursement systems while the consolidated margin remains narrow.
| Company | Price | Market value | Score |
|---|---|---|---|
| $334.85 Oct 5, 2026 | $9.50B | 98 5-pillar Oct 5, 2026 | |
| $28.58 Oct 5, 2026 | $5.22B | 94 5-pillar Oct 5, 2026 | |
| $98.35 Oct 5, 2026 | $7.56B | 93 5-pillar Oct 5, 2026 | |
| $91.55 Oct 5, 2026 | $7.65B | 91 5-pillar Oct 5, 2026 | |
| $283.45 Oct 5, 2026 | $46.0B | 90 5-pillar Oct 5, 2026 | |
| $511.30 Oct 5, 2026 | $6.63B | 87 5-pillar Oct 5, 2026 | |
| BrightSpring Health Services, Inc. Common Stock (BTSG) — this page | $62.00 | $12.2B | 83 |
| $65.74 Oct 5, 2026 | $29.7B | 64 5-pillar Oct 5, 2026 | |
| $63.86 Oct 5, 2026 | $9.63B | 59 5-pillar Oct 5, 2026 | |
| $97.74 Oct 5, 2026 | $11.9B | 39 5-pillar Oct 5, 2026 | |
| $20.45 Oct 5, 2026 | $2.56B | 35 5-pillar Oct 5, 2026 | |
| $83.55 Oct 5, 2026 | $14.6B | 32 5-pillar Oct 5, 2026 | |
| $52.21 Oct 5, 2026 | $4.25B | 32 5-pillar Oct 5, 2026 |
Only 5-pillar scores are ranked together. Other models are not directly comparable. Price and score dates are shown separately; market-value dates are unavailable.
The records behind this page
Analyst targets & estimates
What analysts have on file
- Price target, low to high
- $64.00 – $90.00
- Consensus target
- $77.50
- Median target
- $80.00
Consensus record · Captured .
Measured against a quoted price of $62.00 (as of Oct 5, 2026).
Insider activity
Form 4 records via FMP · Of the newest 100 records, those within the last 180 days, newest dated Sep 14, 2026
- Transactions
- 28
- Identified insiders
- 10
- Purchases
- 0
- Sales
- 7
- Other transactions
- 21
Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent.
Who holds the shares?
Institutional ownership reported through 13F filings.
- Reporting holders
- 435 Period end Jun 30, 2026
- Previous quarter · holders
- 349 Prior to period end Jun 30, 2026
| Holders in provider snapshot | Shares |
|---|---|
| Kohlberg Kravis Roberts & Co. L.P. | 26,829,880 |
| Blackrock, INC. | 24,027,537 |
| Fmr LLC | 13,393,155 |
| Invesco Ltd. | 11,942,017 |
| Vanguard Portfolio Management LLC | 9,946,458 |
Quarterly filings lag the period end. Holder rows are names in the provider snapshot, not a verified ranking; individual filing dates are not supplied. Related managers may appear separately, so these positions are not summed. Holder snapshot as of Jun 30, 2026.
What has been published about BrightSpring Health Services, Inc. Common Stock (BTSG)?
Common Questions About BTSG (Healthcare)
Research dated 2026-09-13; the answers below are from that research, and the full attribution is under Sources. The last 2 questions are answered from this page's own dated data, not from the research.
What does BrightSpring provide in patients’ homes and communities?
BrightSpring provides pharmacy services, clinical care and supportive assistance through licensed pharmacists and clinical professionals. Demand is tied to the medication and care needs of insured patients outside traditional hospital settings.
Why does PharMerica matter to BrightSpring?
PharMerica represents BrightSpring’s pharmacy capability, with dedicated sales, account management and operating leadership. It helps distinguish the company from home-care providers that do not combine patient services with pharmacy operations.
Is BrightSpring’s recent profit improvement producing stronger cash flow?
Accounting profit has risen across the recent reporting sequence, but operating cash flow dropped in the latest period. Management’s cash-conversion outlook makes the gap between earnings and cash a key follow-through test.
How exposed is BrightSpring to Medicare, Medicaid and commercial insurance?
Those payer channels fund the pharmacy and provider services delivered to BrightSpring’s patients. Reported segment figures confirm meaningful Medicaid and commercial-insurance revenue, while the broader business description also identifies Medicare coverage.
What is the BTSG stock price today?
The last price recorded on this page for BrightSpring Health Services, Inc. Common Stock (BTSG) is $62.00, as of the Oct 5, 2026 trading session (source: Financial Modeling Prep (FMP) · quote). It is a provider snapshot, not a live exchange feed, so check a brokerage quote before you trade.
What is the BTSG price target?
The analyst consensus price target for BrightSpring Health Services, Inc. Common Stock (BTSG) is $77.50 (range $64.00 to $90.00, median $80.00), per FMP data captured Oct 5, 2026. Targets are analyst opinions and change often; they are not a Stock Expert AI forecast.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Research written by Codex (gpt-5.6-sol) on 2026-09-13. AI-authored analysis; source dates are shown with each answer. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief.
Sources — records for every figure on this page (77 figures)
The 77 rows below are exactly the facts the evidence-backed sections of this page printed — the 10-second verdict, the MoonshotScore, price and market value, the five questions with their receipts, and the records behind this page. Known dates and sources are recorded on their own rows; an em dash or UNRECORDED tier preserves a stored observation without inventing either. The quarterly income statement is provider-standardized (FMP) under one row, and scale definitions — a 0-100 rating, the band ladder, the Piotroski 0–9 range — are fixed rather than measured. No number in those sections was generated by a model. The register does not cover quoted third-party headlines, the dated council readings, or the Frequently Asked Questions; each of those says where it came from where it stands.
"As of" is the date the value is true for where the source carries one — a quarter end, a filing date, a price close, the day the score was computed. A cached observation with no source date remains undated; the page publication date is not used as a substitute.
OFFICIAL — 2 facts from SEC filings and earnings calls
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
prod.outlook | Management outlook — call excerpts | Jon Rousseau (Jul 31, 2026): We now expect approximately $600 million of operating cash flow this year with EBITDA to operating cash conversion of around 70%, and leverage for the year to end below 2x before any potential acquisitions. Jennifer Phipps (Jul 31, 2026): As we move into the second half of the year and 2027, we will continue to evaluate options for the most appropriate capital structure needed to support growth over the next 5 years. | OFFICIAL | Company earnings call, transcript via Financial Modeling Prep (FMP) — Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording. | |
id.hq | SEC filing business address | Louisville, KY | OFFICIAL | SEC EDGAR filer business address — The SEC filer business address. Our market-data provider separately lists "805 North Whittington Parkway, Louisville, KY, 40222, US". |
FMP — 68 facts from Financial Modeling Prep endpoint families
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
earn.next | Next earnings date | Oct 30, 2026 | FMP | Financial Modeling Prep (FMP) earnings calendar — The date is our provider's estimate until the company confirms it. | |
px.last | Latest provided price | $62.00 | FMP | Financial Modeling Prep (FMP) · quote — Dated to the US trading session the price belongs to, derived from the quote record's timestamp (weekend and pre-open reads roll back to the previous weekday; exchange holidays are not modelled). The record does not establish an exchange execution time. Retrieved 2026-10-05T21:54:52.853Z. | |
px.change | Change on the day | +2.90% | FMP | Financial Modeling Prep (FMP) · quote | |
px.mcap | Market capitalisation | $12.2B | FMP | Financial Modeling Prep (FMP) · quote — Date unknown Market cap record date: 2026-10-05. FMP quote timestamp: 2026-10-05T20:00:01.000Z. Captured from FMP at 2026-10-05T21:54:51.579Z. No share-count basis is inferred; this page preserves the reported amount instead of recalculating it from shares. | |
px.change_abs | Change on the day, in dollars | +$1.75 | FMP | Financial Modeling Prep (FMP) · quote | |
fin.q_revenue | Revenue, Q2 FY2026 | $3.87B | FMP | Financial Modeling Prep (FMP) · income statement (quarterly) | |
px.range52 | 52-week range | $27.11–$73.75 | FMP | Financial Modeling Prep (FMP) quote | |
px.pe | Price / earnings (trailing) | 42.13 | FMP | Financial Modeling Prep (FMP) · quote | |
px.volume | Shares traded on the day | 3.27M | FMP | Financial Modeling Prep (FMP) · quote | |
px.beta | Beta | 1.85 | FMP | Financial Modeling Prep (FMP) company profile | |
id.ceo | Chief executive | Jon Rousseau | FMP | Financial Modeling Prep (FMP) key executives (proxy-derived) — Titles and pay come from the company's proxy statement as our provider parsed it. | |
id.employees | Employees | 23,500 | FMP | Financial Modeling Prep (FMP) employee count, from the company's filing | |
fin.annual | Revenue and net result by fiscal year | 5 fiscal years, FY2021 through FY2025: FY2021 revenue $6.70B, net result $49.80M; FY2022 revenue $7.72B, net result −$53.91M; FY2023 revenue $8.83B, net result −$154.60M; FY2024 revenue $11.27B, net result −$18.06M; FY2025 revenue $12.91B, net result $190.67M | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements | |
fin.rev_mix | Reported revenue segments | Medicaid $1.50B · Commercial Insurance $3.30B | FMP | Financial Modeling Prep (FMP) revenue segmentation, from the company's 10-K | |
fin.gross_margin | Gross margin (trailing twelve months) | 12.4% | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.q_table.depth.2026-06-30.revenue_k | Revenue — period end 2026-06-30 | $3.87B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-30.sga_k | SG&A — period end 2026-06-30 | $348.15M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-30.operating_result_k | FMP standardized operating result — period end 2026-06-30 | $144.59M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.revenue_k | Revenue — period end 2026-03-31 | $3.61B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.sga_k | SG&A — period end 2026-03-31 | $344.67M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.operating_result_k | FMP standardized operating result — period end 2026-03-31 | $137.55M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.revenue_k | Revenue — period end 2025-12-31 | $3.55B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.sga_k | SG&A — period end 2025-12-31 | $304.44M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.operating_result_k | FMP standardized operating result — period end 2025-12-31 | $108.11M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.revenue_k | Revenue — period end 2025-09-30 | $3.33B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.sga_k | SG&A — period end 2025-09-30 | $304.17M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.operating_result_k | FMP standardized operating result — period end 2025-09-30 | $87.84M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
earn.history.depth.2026-07-31.revenue_actual | Revenue · reported — report date 2026-07-31 | $3.87B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-31.revenue_estimated | Revenue · estimate — report date 2026-07-31 | $3.66B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-31.eps_actual | EPS · reported — report date 2026-07-31 | $0.4500 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-31.eps_estimated | EPS · estimate — report date 2026-07-31 | $0.3963 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-05-01.revenue_actual | Revenue · reported — report date 2026-05-01 | $3.61B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-05-01.revenue_estimated | Revenue · estimate — report date 2026-05-01 | $3.39B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-05-01.eps_actual | EPS · reported — report date 2026-05-01 | $0.3900 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-05-01.eps_estimated | EPS · estimate — report date 2026-05-01 | $0.2900 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-27.revenue_actual | Revenue · reported — report date 2026-02-27 | $3.55B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-27.revenue_estimated | Revenue · estimate — report date 2026-02-27 | $3.38B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-27.eps_actual | EPS · reported — report date 2026-02-27 | $0.3300 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-27.eps_estimated | EPS · estimate — report date 2026-02-27 | $0.3400 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-31.revenue_actual | Revenue · reported — report date 2025-10-31 | $3.33B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-31.revenue_estimated | Revenue · estimate — report date 2025-10-31 | $3.17B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-31.eps_actual | EPS · reported — report date 2025-10-31 | $0.3000 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-31.eps_estimated | EPS · estimate — report date 2025-10-31 | $0.2635 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
fin.q_table | Quarterly income statement | 4 quarters through Q2 FY2026 | FMP | Financial Modeling Prep (FMP) · income statement (quarterly), as filed | |
fin.cash_investments | Cash and short-term investments | $550.38M | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. | |
fin.opcf_latest | Latest-quarter operating cash flow | $43.92M | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Period end: 2026-06-30. Negative operating cash flow means cash used. This figure is not a cash-runway estimate. | |
fin.long_term_investments | Long-term investments (classification unverified) | $23.65M | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.total_debt | Total debt | $2.39B | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.price_to_book | Price to book value | 6.06× | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.opcf.depth.2026-06-30.operating_cash_flow_m | Operating cash flow — period end 2026-06-30 | $43.92M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-03-31.operating_cash_flow_m | Operating cash flow — period end 2026-03-31 | $122.94M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-06-30.capex_m | Capital expenditure (reported) — period end 2026-06-30 | −$29.03M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-03-31.capex_m | Capital expenditure (reported) — period end 2026-03-31 | −$21.54M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-12-31.operating_cash_flow_m | Operating cash flow — period end 2025-12-31 | $231.56M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-12-31.capex_m | Capital expenditure (reported) — period end 2025-12-31 | −$37.66M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-09-30.operating_cash_flow_m | Operating cash flow — period end 2025-09-30 | $107.94M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-09-30.capex_m | Capital expenditure (reported) — period end 2025-09-30 | −$15.76M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
earn.pt_range | Analyst price target, low to high | $64.00 – $90.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 5, 2026 · Coverage not supplied | |
earn.pt_consensus | Consensus analyst price target | $77.50 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 5, 2026 · Coverage not supplied | |
earn.pt_median | Median analyst price target | $80.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 5, 2026 · Coverage not supplied | |
own.insiders | Insider transactions via FMP | 28 transactions · 0 purchases, 7 sales, 21 other transactions · 10 identified insiders · of the newest 100 records, those within the last 180 days, newest dated Sep 14, 2026 | FMP | Financial Modeling Prep (FMP), carrying Form 4 transaction records — Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent. | |
own.institutions.depth.holders | Reporting holders | 435 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026 | |
own.institutions.depth.holders_previous_quarter | Previous quarter · holders | 349 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026 | |
own.top_holders.depth.holder_0.shares | Kohlberg Kravis Roberts & Co. L.P. — shares in provider snapshot | 26,829,880 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_1.shares | Blackrock, INC. — shares in provider snapshot | 24,027,537 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_2.shares | Fmr LLC — shares in provider snapshot | 13,393,155 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_3.shares | Invesco Ltd. — shares in provider snapshot | 11,942,017 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_4.shares | Vanguard Portfolio Management LLC — shares in provider snapshot | 9,946,458 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. |
UNRECORDED — 2 facts from stored observations whose source was not recorded
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
earn.history | Reported versus estimated, recent quarters | EPS beat 6 of 8 | UNRECORDED | Stored earnings-history observation — Captured 2026-09-30 · Expired observation | |
fin.scores | Distress and quality screens | Altman Z 4.66 · Piotroski F 7 | UNRECORDED | Stored financial-scores observation — Captured 2026-10-04 · Expired observation |
COMPUTED — 3 facts from our arithmetic, formula restated
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
fin.mcap_to_cash | Market value per dollar of cash and short-term investments | 22.17× | — | COMPUTED | Computed on this page from the figures above — The market capitalisation printed on this page divided by cash and short-term investments of $550.38M at Jun 30, 2026. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. Market cap record date: 2026-10-05. Balance-sheet reference date: 2026-06-30. The inputs do not establish a single common source date for this ratio. |
earn.history.depth.2026-07-31.revenue_actual.comparison | Latest report · revenue vs estimate | Above estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported revenue ($3.87B) with the recorded estimate ($3.66B) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
earn.history.depth.2026-07-31.eps_actual.comparison | Latest report · EPS vs estimate | Above estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported EPS ($0.4500) with the recorded estimate ($0.3963) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
OURS — 2 facts from Stock Expert AI's own score and rank
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
ours.moonshot | MoonshotScore v2 | 83 of 100 · Exceptional · pillars 78 / 29 / 76 / 97 / 85 | OURS | Stock Expert AI MoonshotScore v2 engine | |
ours.moonshot_change | MoonshotScore movement | 83 (stored snapshot Oct 4, 2026) → 83 (current publication computed Oct 5, 2026) (0) | OURS | Stock Expert AI current score publication and immutable score snapshots |
Fact-family notes
- Quarterly statement note. Source series as of 2026-06-30. USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow. Applies to Fact IDs:
fin.q_table.depth.2026-06-30.revenue_k,fin.q_table.depth.2026-06-30.sga_k,fin.q_table.depth.2026-06-30.operating_result_k,fin.q_table.depth.2026-03-31.revenue_k,fin.q_table.depth.2026-03-31.sga_k,fin.q_table.depth.2026-03-31.operating_result_k,fin.q_table.depth.2025-12-31.revenue_k,fin.q_table.depth.2025-12-31.sga_k,fin.q_table.depth.2025-12-31.operating_result_k,fin.q_table.depth.2025-09-30.revenue_k,fin.q_table.depth.2025-09-30.sga_k,fin.q_table.depth.2025-09-30.operating_result_k. - Earnings-history note. Source series as of 2026-07-31. Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined. Applies to Fact IDs:
earn.history.depth.2026-07-31.revenue_actual,earn.history.depth.2026-07-31.revenue_estimated,earn.history.depth.2026-07-31.revenue_actual.comparison,earn.history.depth.2026-07-31.eps_actual.comparison,earn.history.depth.2026-07-31.eps_actual,earn.history.depth.2026-07-31.eps_estimated,earn.history.depth.2026-05-01.revenue_actual,earn.history.depth.2026-05-01.revenue_estimated,earn.history.depth.2026-05-01.eps_actual,earn.history.depth.2026-05-01.eps_estimated,earn.history.depth.2026-02-27.revenue_actual,earn.history.depth.2026-02-27.revenue_estimated,earn.history.depth.2026-02-27.eps_actual,earn.history.depth.2026-02-27.eps_estimated,earn.history.depth.2025-10-31.revenue_actual,earn.history.depth.2025-10-31.revenue_estimated,earn.history.depth.2025-10-31.eps_actual,earn.history.depth.2025-10-31.eps_estimated. - Cash-flow note. Source series as of 2026-06-30. USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway. Applies to Fact IDs:
fin.opcf.depth.2026-06-30.operating_cash_flow_m,fin.opcf.depth.2026-03-31.operating_cash_flow_m,fin.opcf.depth.2026-06-30.capex_m,fin.opcf.depth.2026-03-31.capex_m,fin.opcf.depth.2025-12-31.operating_cash_flow_m,fin.opcf.depth.2025-12-31.capex_m,fin.opcf.depth.2025-09-30.operating_cash_flow_m,fin.opcf.depth.2025-09-30.capex_m.
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Sources used for research written 2026-09-13
Historical evidence preserved with this analysis. Current figures are listed separately above.
| Evidence | Captured value | Source date | Source type | Source |
|---|---|---|---|---|
| Business description | BrightSpring Health Services, Inc. operates across the United States, offering a range of healthcare solutions directly within patients' homes and local communities. The company's extensive platform focuses on providing crucial pharmacy and medical provider services, including both clinical care and supportive assistance, to individuals covered by Medicare, Medicaid, and private insurance. Patients receive care from a dedicated team of clinical professionals and licensed pharmacists. Formerly known as Phoenix Parent Holdings Inc., the company officially adopted the name BrightSpring Health Services, Inc. in May 2021. Founded in 1974, its headquarters are located in Louisville, Kentucky. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) company profile |
| Revenue by segment | Medicaid: $1.50B; Commercial Insurance: $3.30B | 2025-12-31 | FMP | Financial Modeling Prep (FMP) revenue segmentation, from the company's 10-K |
| Quarterly income statement (USD thousands) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements |
| Cash, investments and debt | Total debt: $2.39B; Liquidity basis: cash and short-term investments; Total liabilities: $3.93B; Cash and short-term investments: $550.38M; Cash and investments: $574.00M; Long-term investments: $23.65M; Long-term investments classification: unclassified Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's balance sheet |
| Operating cash flow by quarter (USD millions) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements |
| Sector / industry (provider taxonomy) | Healthcare / Medical - Healthcare Information Services The company's SEC filings classify it under SIC 8082 — Services-Home Health Care Services. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) company profile |
| Trailing twelve-month ratio set | Quick ratio: 1.22; Current ratio: 1.59; Debt to equity: 1.17; Net margin: 2%; Gross margin: 12.4%; Operating margin: 3.3%; Return on assets: 4.9%; Return on equity: 15.2% Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. A ratio our provider could not compute is absent rather than shown as zero. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm |
| Annual revenue and net result (USD millions) | Captured record · 5 entries
| 2025-12-31 | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements |
| Reported versus estimated, last 8 quarters | Captured record · 8 entries
| 2026-07-31 | FMP | Financial Modeling Prep (FMP) earnings |
| Management outlook — dated call excerpts | Captured record · 2 entries
Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording. | 2026-07-31 | OFFICIAL | Company earnings call, transcript via Financial Modeling Prep (FMP) |
| Most recent periodic reports | 2026-07-31 | OFFICIAL | SEC EDGAR filer submissions | |
| Cash and investment components | Total basis: cash short and long-term investments; Total: $574.00M; Cash and short-term investments: $550.40M; Long-term investments: $23.70M; Long-term investments classification: unclassified Sums the balance sheet's cash and short-term investments with its long-term investments.; The long-term investment field does not establish marketability; the sum is not a measure of available liquidity.; These provider fields do not establish investment access restrictions or explain differences from third-party cash figures. | 2026-06-30 | COMPUTED | Computed from the balance sheet |
| Cash against market value | As of: 2026-06-30; Cash basis: cash and short-term investments; Net cash: -$1.84B; Total debt: $2.39B; Cash and investments: $550.40M Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. Cash is the latest reported cash and short-term investment balance; long-term investments are excluded. Market capitalization is the latest provider value.; The reported balance does not establish unrestricted availability or liquidation value.; The two are measured on different dates — the balance sheet is a quarter-end, the market cap is a recent close.; Debt is total debt as reported, including operating lease liabilities where the filer includes them. | 2026-06-30 | COMPUTED | Computed from the balance sheet and the latest market capitalization |
| Distress and quality screens | Altman Z-score: 4.62; Piotroski F-score: 7 Altman Z below 1.8 is the conventional distress zone. The screen is built for manufacturers and industrials; for banks, insurers and property companies it is not a meaningful reading. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) financial scores |
| Cash and short-term investments over time (USD millions) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's quarterly balance sheets |
| Next earnings report | Date: 2026-10-29; EPS estimate: $0.46 per share; Revenue estimate: $3.86B The date is our provider's estimate until the company confirms it. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) earnings calendar |
| Recent SEC filings |
| 2026-07-31 | OFFICIAL | SEC EDGAR filer submissions |
| Named officers | CEO: Jon Rousseau; Officers: Jennifer Yowler — Title: Senior VP of Sales & Account Management - PharMerica, Pay: $551,515, Born: 1977; Rachael Kurzer Givens — Title: Chief Compliance Officer; Charles H. Wardrip — Title: Chief Information Officer; David J. Deuchler — Title: Senior VP of Strategic Finance & IR and Executive Director of BrightSpring Health Foundation; Lisa Nalley — Title: Chief of Staff & Senior Vice President of Human Resources, Pay: $796,251, Born: 1973; Jon Rousseau — Title: Chairman, President & Chief Executive Officer, Pay: $5.84M, Born: 1974; Mike McMaude — Title: Consultant, Pay: $745,274, Born: 1968; Scott Greenwell — Title: Executive VP & President of PharMerica, Pay: $864,560 Titles and pay come from the company's proxy statement as our provider parsed it. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) key executives (proxy-derived) |
Data provided for informational purposes only.
ETFs that hold BTSG
Funds in our ETF coverage that list BTSG among the top 10 holdings on their fund page, largest weight first. Each weight is the fund's reported holding weight as of the date in its row.
| ETF | Weight | Holdings as of |
|---|---|---|
| XHS ETF | 2.33% | |
| iShares Russell 2000 ETF (IWM) | 0.30% |