Stocks Health care BTSG
NASDAQ · Health careBrightSpring Health Services, Inc. (BTSG)
BrightSpring Health Services, Inc. brought in $14.4B of revenue over the twelve months to June 30, 2026, up 33.2% from a year earlier. Net income was $366M, a net margin of 2.5%. Operating cash flow minus capital spending left $394.7M of free cash flow in fiscal 2025. At June 30, 2026 it held $550.4M in cash against $2.2B of debt. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on July 31, 2026.
Watch BTSG in 60 secondsWhat BrightSpring Health Services, Inc. does
BrightSpring Health Services, Inc. is registered with the SEC under industry code SIC 8082 (Services-Home Health Care Services). Its shares trade on NASDAQ under the ticker BTSG.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2025 | $12.9B | $190.7M | $0.87 | $394.7M |
| 2024 | $10.1B | -$18.1M | -$0.09 | -$57.1M |
| 2024 | $7.7B | -$154.6M | -$1.31 | $137.3M |
| 2022 | $7.7B | -$53.9M | -$0.46 | -$74.8M |
Full financial statements: income, balance sheet and cash flow
Where BTSG ranks in Health care
Latest SEC filings
What BrightSpring Health Services, Inc. has filed recently, newest first. Each links to the original document on SEC EDGAR.
- August 6, 2026Passive stake changed SCHEDULE 13G/A
- July 31, 2026Passive stake (5% or more) SCHEDULE 13G
- July 31, 2026Quarterly report 10-Q · period to June 30, 2026Revenue rose 23% to $3.9B versus the same quarter last year; diluted EPS $0.38 versus $0.13.
- July 31, 2026
- July 27, 2026Passive stake changed SCHEDULE 13G/A
- June 12, 2026
- June 5, 2026Activist stake changed SCHEDULE 13D/A
- June 5, 2026
- June 5, 2026
- June 3, 2026
What is BTSG worth? A DCF from its reported cash flow
Insider trades
What the people running BrightSpring Health Services, Inc. did with its shares, from the Form 4 filings they must send the SEC within two business days.
Insiders sold $874.4K worth of shares in the last 90 days and bought none on the open market. All of the selling was pre-planned under Rule 10b5-1 trading plans.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| September 14, 2026 | Greenwell Scott A.President, PharMerica | Exercised options | 11,973 | $266.6K |
| September 14, 2026 | Greenwell Scott A.President, PharMerica | Soldpre-planned (10b5-1) | 15,099 | $874.4K |
| July 25, 2026 | Rousseau Jon BSee Remarks, Director | Shares withheld for tax | 56,319 | $4.1M |
| June 20, 2026 | Greenwell Scott A.President, PharMerica | Shares withheld for tax | 2,487 | $164.8K |
| June 11, 2026 | Shah Nigam H.Director | Received as pay | 4,013 | - |
| June 5, 2026 | Phipps Jennifer AChief Financial Officer | Exercised options | 35,000 | $223K |
| June 5, 2026 | Phipps Jennifer AChief Financial Officer | Sold | 35,000 | $2.1M |
| June 5, 2026 | Nalley Lisa ASee Remarks | Exercised options | 35,000 | $223K |
| June 5, 2026 | Nalley Lisa ASee Remarks | Sold | 35,000 | $2.1M |
| June 5, 2026 | Rousseau Jon BSee Remarks, Director | Exercised options | 130,000 | $828.1K |
| June 5, 2026 | Rousseau Jon BSee Remarks, Director | Sold | 130,000 | $7.6M |
| June 5, 2026 | Rousseau Jon BSee Remarks, Director | Exercised optionsindirect | 130,000 | $828.1K |
| June 5, 2026 | Rousseau Jon BSee Remarks, Director | Soldindirect | 130,000 | $7.6M |
| June 5, 2026 | KKR Phoenix Aggregator L.P.10% owner | Soldindirect | 14,669,771 | $857.5M |
| June 5, 2026 | KKR Phoenix Aggregator L.P.10% owner | Other changeindirect | 324,608 | - |
Who owns BTSG
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| KKR Phoenix Aggregator L.P.13D, may seek influence with 11 related filers | 54.2% | September 18, 2024 |
| Henry R. Kravis13D, may seek influence with 11 related filers | 13.7% | June 5, 2026 |
| Walgreen Boots Alliance, Inc.13G, passive | 13.4% | November 14, 2024 |
| Fmr LLC13G, passive with 1 related filers | 7% | August 6, 2026 |
| T. Rowe Price Associates, Inc.13G, passive | 5.7% | November 14, 2025 |
| Vanguard Portfolio Management13G, passive | 5.21% | July 31, 2026 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 421 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| Kohlberg Kravis Roberts & Co. L.P. | 26,829,880 | -14,994,379 |
| BlackRock, Inc. | 24,027,537 | +4,425,378 |
| Fmr LLC | 13,393,155 | -7,585,378 |
| Invesco Ltd. | 11,942,017 | +459,861 |
| Vanguard Portfolio Management LLC | 9,946,458 | +1,913,688 |
| Vanguard Capital Management LLC | 7,312,566 | +1,016,820 |
| State Street Corp | 6,263,316 | +1,329,375 |
| Geode Capital Management, LLC | 5,183,124 | +1,618,171 |
| Manufacturers Life Insurance Company, The | 3,432,423 | -826,842 |
| Fuller & Thaler Asset Management, Inc. | 3,360,970 | +109,579 |
| American Century Companies Inc | 3,291,039 | new |
| Dimensional Fund Advisors LP | 2,738,751 | -154,028 |
| Alliancebernstein L.P. | 4,320,642 | +770,208 |
| Marshall Wace, Llp | 2,636,177 | -18,181 |
| Morgan Stanley | 2,167,944 | +1,103,929 |
| Arrowstreet Capital, Limited Partnership | 2,093,256 | +722,816 |
| Brown Advisory Inc | 1,958,436 | -208,289 |
| Norges Bank | 1,955,905 | new |
| Charles Schwab Investment Management Inc | 1,889,829 | +302,233 |
| Bank of America Corp | 1,827,855 | +293,701 |
Insiders
9 insiders reported holding 1,666,771 shares in total, about $95.3M at the last price.
| Holder | Shares |
|---|---|
| Rousseau Jon BSee Remarks, Director | 1,138,184 |
| Phipps Jennifer AChief Financial Officer | 250,224 |
| Nalley Lisa ASee Remarks | 131,948 |
| Kirtley Olivia FDirector | 36,997 |
| Greenwell Scott A.President, PharMerica | 31,246 |
| Barnes Robert AllenPresident, Community Living | 25,549 |
| Wicks Timothy ADirector | 25,504 |
| Miller Steven BDirector | 23,106 |
| Shah Nigam H.Director | 4,013 |
Questions about BTSG
What does BrightSpring Health Services, Inc. do?
BrightSpring Health Services, Inc. is registered with the SEC under industry code SIC 8082 (Services-Home Health Care Services). Its shares trade on NASDAQ under the ticker BTSG.
Is BrightSpring Health Services, Inc. profitable?
Yes. Over the twelve months to June 30, 2026 it reported net income of $366M on revenue of $14.4B, a net margin of 2.5%.
How much revenue does BrightSpring Health Services, Inc. make?
Over the twelve months to June 30, 2026 BrightSpring Health Services, Inc. reported revenue of $14.4B. That is 33.2% more than a year earlier.
When did BrightSpring Health Services, Inc. last report?
Its most recent periodic report is the quarterly report (10-Q) filed on July 31, 2026. It covers the period to June 30, 2026. Its newest filing of any kind is the insider trade from September 16, 2026.
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Follow BTSG: get an email when it filesWhere the numbers come from
Financial figures are the values BrightSpring Health Services, Inc. tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.