Leerink Partnrs Has Positive Forecast for BTSG Q2 Earnings

BrightSpring Health Services, Inc. (NASDAQ:BTSG) – Analysts at Leerink Partnrs lifted their Q2 2025 earnings estimates for shares of BrightSpring Health Services in a research note issued to investors on Monday, November 4th. Leerink Partnrs analyst W. Mayo now forecasts that the company will post earnings per share of $0.21 for the quarter, up from their previous estimate of $0.20. The consensus estimate for BrightSpring Health Services’ current full-year earnings is $0.55 per share. Leerink Partnrs also issued estimates for BrightSpring Health Services’ Q4 2025 earnings at $0.27 EPS, FY2025 earnings at $0.85 EPS, FY2026 earnings at $1.10 EPS, FY2027 earnings at $1.33 EPS and FY2028 earnings at $1.60 EPS.

BrightSpring Health Services (NASDAQ:BTSG) last released its quarterly earnings data on Friday, November 1st. The company reported $0.11 EPS for the quarter, missing the consensus estimate of $0.18 by ($0.07). The business had revenue of $2.91 billion during the quarter, compared to the consensus estimate of $2.72 billion. BrightSpring Health Services had a positive return on equity of 4.47% and a negative net margin of 0.38%. The firm’s revenue was up 28.8% on a year-over-year basis.

Several other research analysts also recently commented on BTSG. KeyCorp initiated coverage on shares of BrightSpring Health Services in a report on Friday, October 11th. They issued a “sector weight” rating for the company. The Goldman Sachs Group cut their price target on shares of BrightSpring Health Services from $21.00 to $18.00 and set a “buy” rating for the company in a report on Friday, August 9th. Mizuho raised their price target on shares of BrightSpring Health Services from $17.00 to $20.00 and gave the company an “outperform” rating in a report on Monday. Guggenheim raised their price target on shares of BrightSpring Health Services from $15.00 to $18.00 and gave the company a “buy” rating in a report on Tuesday, October 1st. Finally, UBS Group raised their price target on shares of BrightSpring Health Services from $16.00 to $20.00 and gave the company a “buy” rating in a report on Wednesday, October 30th. One research analyst has rated the stock with a hold rating and thirteen have given a buy rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $16.79.

BrightSpring Health Services Stock Up 4.1 %

BTSG opened at $18.35 on Thursday. The company has a 50 day moving average of $14.87 and a 200 day moving average of $12.61. The company has a market cap of $3.15 billion and a PE ratio of -70.58. BrightSpring Health Services has a 12 month low of $7.85 and a 12 month high of $18.40. The company has a current ratio of 1.33, a quick ratio of 1.00 and a debt-to-equity ratio of 1.62.

Institutional Investors Weigh In On BrightSpring Health Services

A number of large investors have recently added to or reduced their stakes in the company. GSA Capital Partners LLP boosted its stake in BrightSpring Health Services by 65.8% during the third quarter. GSA Capital Partners LLP now owns 198,998 shares of the company’s stock worth $2,921,000 after acquiring an additional 78,965 shares in the last quarter. Versor Investments LP bought a new stake in BrightSpring Health Services during the third quarter worth about $463,000. Lisanti Capital Growth LLC bought a new stake in BrightSpring Health Services during the third quarter worth about $4,659,000. Assenagon Asset Management S.A. bought a new stake in BrightSpring Health Services during the third quarter worth about $1,822,000. Finally, nVerses Capital LLC boosted its stake in BrightSpring Health Services by 195.8% during the third quarter. nVerses Capital LLC now owns 14,200 shares of the company’s stock worth $208,000 after acquiring an additional 9,400 shares in the last quarter.

Insider Buying and Selling

In other BrightSpring Health Services news, major shareholder Kkr Group Partnership L.P. bought 11,619,998 shares of the firm’s stock in a transaction that occurred on Wednesday, September 11th. The shares were bought at an average price of $11.13 per share, for a total transaction of $129,330,577.74. Following the transaction, the insider now directly owns 92,959,984 shares in the company, valued at $1,034,644,621.92. This trade represents a 0.00 % increase in their ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website.

About BrightSpring Health Services

BrightSpring Health Services, Inc operates a home and community-based healthcare services platform in the United States. The company's platform focuses on delivering pharmacy and provider services, including clinical and supportive care in home and community settings to Medicare, Medicaid, and insured populations.