Invesaro

Stocks Health care BTSG

NASDAQ · Health care

BrightSpring 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 seconds
Price
$57.20
+1.08% on the day · September 28, 2026
52-week range $27.11 to $73.75
Market cap
$11.3B
Revenue (last 12 months)
$14.4B
+33.2% year on year
Net margin
2.5%
P/E
65.8
on FY2025 diluted EPS

What 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

Revenue
FY22: $7.7B $7.7B FY22FY24: $7.7B $7.7B FY24FY24: $10.1B $10.1B FY24FY25: $12.9B $12.9B FY25
Net income
FY22: -$53.9M -$53.9M FY22FY24: -$154.6M -$154.6M FY24FY24: -$18.1M -$18.1M FY24FY25: $190.7M $190.7M FY25

Fiscal years as reported in annual reports. Amounts in USD.

Key figures

Fiscal yearRevenueOperating incomeNet incomeDiluted EPSFree cash flow
2025$12.9B$295.3M$190.7M$0.87$394.7M
2024$10.1B$108M-$18.1M-$0.09-$57.1M
2024$7.7B$58.1M-$154.6M-$1.31$137.3M
2022$7.7B$187.8M-$53.9M-$0.46-$74.8M

Full financial statements: income, balance sheet and cash flow

Next report expected around October 19, 2026.

Estimated from its filing rhythm: 52 weeks after its report of October 20, 2025. Not a date the company has announced. See the report calendar

Where BTSG ranks in Health care

Revenue$12.9B
#40 of 742 in Health care · Top 5%
Revenue growth+28.2%
#142 of 529 in Health care · Top 27%
Net margin1.5%
#202 of 541 in Health care · Top 37%
Free cash flow margin3.1%
#208 of 488 in Health care · Top 43%

Latest fiscal year of every company in the sector with the figure reported. Revenue is ranked among companies reporting in US dollars; growth and margins among companies with at least 10 million of revenue. Health care

Latest SEC filings

What BrightSpring Health Services, Inc. has filed recently, newest first. Each links to the original document on SEC EDGAR.

  1. August 6, 2026
  2. July 31, 2026
  3. July 31, 2026
    Quarterly 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.
  4. July 31, 2026
  5. July 27, 2026
  6. June 12, 2026
  7. June 5, 2026
  8. June 5, 2026
  9. June 5, 2026
  10. June 3, 2026

Recent insider filings (Forms 3, 4 and 144): 9, the latest on September 16, 2026. Insider transactions on SEC

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.

Bought (open market)
$0
last 90 days
Sold
$874.4K
last 90 days
Net sold
15,099
$874.4K
DateInsiderWhatSharesPriceValueFiling
September 14, 2026 Greenwell Scott A.President, PharMerica Exercised options 11,973 $22.27 $266.6K Form 4
September 14, 2026 Greenwell Scott A.President, PharMerica Soldpre-planned (10b5-1) 15,099 $57.91 $874.4K Form 4
July 25, 2026 Rousseau Jon BSee Remarks, Director Shares withheld for tax 56,319 $72.91 $4.1M Form 4
June 20, 2026 Greenwell Scott A.President, PharMerica Shares withheld for tax 2,487 $66.25 $164.8K Form 4
June 11, 2026 Shah Nigam H.Director Received as pay 4,013 - - Form 4
June 5, 2026 Phipps Jennifer AChief Financial Officer Exercised options 35,000 $6.37 $223K Form 4
June 5, 2026 Phipps Jennifer AChief Financial Officer Sold 35,000 $58.75 $2.1M Form 4
June 5, 2026 Nalley Lisa ASee Remarks Exercised options 35,000 $6.37 $223K Form 4
June 5, 2026 Nalley Lisa ASee Remarks Sold 35,000 $58.75 $2.1M Form 4
June 5, 2026 Rousseau Jon BSee Remarks, Director Exercised options 130,000 $6.37 $828.1K Form 4
June 5, 2026 Rousseau Jon BSee Remarks, Director Sold 130,000 $58.75 $7.6M Form 4
June 5, 2026 Rousseau Jon BSee Remarks, Director Exercised optionsindirect 130,000 $6.37 $828.1K Form 4
June 5, 2026 Rousseau Jon BSee Remarks, Director Soldindirect 130,000 $58.75 $7.6M Form 4
June 5, 2026 KKR Phoenix Aggregator L.P.10% owner Soldindirect 14,669,771 $58.45 $857.5M Form 4
June 5, 2026 KKR Phoenix Aggregator L.P.10% owner Other changeindirect 324,608 - - Form 4

All insider filings on SEC.gov · Where insiders are buying across the market

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

Anyone who owns more than 5% of a class of shares must say so on Schedule 13D (if they may seek to influence the company) or 13G (a passive holder). The latest filing of each holder is shown: 13G filings of the last 2 years, 13D of the last 3.

HolderOf classSharesFiled
KKR Phoenix Aggregator L.P.13D, may seek influence with 11 related filers 54.2% 92,959,984 September 18, 2024
Henry R. Kravis13D, may seek influence with 11 related filers 13.7% 26,916,102 June 5, 2026
Walgreen Boots Alliance, Inc.13G, passive 13.4% 23,239,996 November 14, 2024
Fmr LLC13G, passive with 1 related filers 7% 13,678,155 August 6, 2026
T. Rowe Price Associates, Inc.13G, passive 5.7% 10,184,318 November 14, 2025
Vanguard Portfolio Management13G, passive 5.21% 10,105,607 July 31, 2026

Latest filings below 5%: The Vanguard Group 0% (March 26, 2026); Walgreens Boots Alliance, Inc. 0% (May 14, 2025); Norges Bank 2.5% (February 10, 2025).

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.

HolderSharesValueChange on quarter
Kohlberg Kravis Roberts & Co. L.P.26,829,880$1.87B-14,994,379
BlackRock, Inc.24,027,537$1.68B+4,425,378
Fmr LLC13,393,155$934M-7,585,378
Invesco Ltd.11,942,017$832.8M+459,861
Vanguard Portfolio Management LLC9,946,458$693.7M+1,913,688
Vanguard Capital Management LLC7,312,566$510M+1,016,820
State Street Corp6,263,316$436.8M+1,329,375
Geode Capital Management, LLC5,183,124$375.9M+1,618,171
Manufacturers Life Insurance Company, The3,432,423$239.4M-826,842
Fuller & Thaler Asset Management, Inc.3,360,970$234.4M+109,579
American Century Companies Inc3,291,039$229.5Mnew
Dimensional Fund Advisors LP2,738,751$191M-154,028
Alliancebernstein L.P.4,320,642$184.1M+770,208
Marshall Wace, Llp2,636,177$183.8M-18,181
Morgan Stanley2,167,944$151.2M+1,103,929
Arrowstreet Capital, Limited Partnership2,093,256$146M+722,816
Brown Advisory Inc1,958,436$136.6M-208,289
Norges Bank1,955,905$136.4Mnew
Charles Schwab Investment Management Inc1,889,829$131.8M+302,233
Bank of America Corp1,827,855$127.5M+293,701

Insiders

Reported holdings of insiders who filed a Form 4 in the last 12 months: the shares each one held after their latest reported transaction. This is not the total held by all insiders.

9 insiders reported holding 1,666,771 shares in total, about $95.3M at the last price.

HolderSharesAs of
Rousseau Jon BSee Remarks, Director 1,138,184 July 25, 2026
Phipps Jennifer AChief Financial Officer 250,224 June 5, 2026
Nalley Lisa ASee Remarks 131,948 June 5, 2026
Kirtley Olivia FDirector 36,997 May 5, 2026
Greenwell Scott A.President, PharMerica 31,246 September 14, 2026
Barnes Robert AllenPresident, Community Living 25,549 March 30, 2026
Wicks Timothy ADirector 25,504 May 5, 2026
Miller Steven BDirector 23,106 May 5, 2026
Shah Nigam H.Director 4,013 June 11, 2026

Schedule 13D/13G filings on SEC.gov

All filings on SEC EDGAR

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.

Similar companies

Compare BTSG with

Compare BTSG with any company

Follow BTSG

Get an email when BrightSpring Health Services, Inc. files with the SEC: results, executive changes, material agreements and annual reports.

Follow BTSG: get an email when it files

Where 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.