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BrightSpring Health Services

BTSG · Nasdaq, Nasdaq · Services-Home Health Care Services
Insider buys (12 months)
0
Insider sales (12 months)
$1.69B
8-K reports (12 months)
9
Tracked investors holding
2

At a glance

BrightSpring Health Services reported 2025 revenue of $12.91B, up 28.2% from $10.07B in 2024. Over 3 years since 2022 ($6.64B), that is growth of about 24.8% a year. Operating margin was 2.3%, up from 1.8% in 2022. 2025 was the highest revenue year in this period.

In the last 12 months 5 insiders reported 0 open-market purchases and 8 sales ($1.69B). 1 of the sales were made under pre-arranged 10b5-1 plans. The largest was a sale of $857.5M by 10% owner Kkr Phoenix Aggregator L.P. on Jun 5, 2026.

BrightSpring Health Services filed 9 current reports (Form 8-K) in the last 12 months, most often for results of operations (4), officer or director change (2), material agreement (2) and shareholder vote results (1). The latest officer or director change was reported on Jun 12, 2026. It reported a material agreement or a completed acquisition or disposal 3 times.

2 of the 20 investors tracked here held BrightSpring Health Services at the last quarter end, worth $165.9M combined. It is the largest weight for Viking Global Investors (0.3% of its portfolio), followed by Renaissance Technologies (0.1%). New this quarter: Viking Global Investors and Renaissance Technologies.

Annual results

2022
Revenue $6.64B
Op. $118.9M
2023
Revenue $7.69B
Op. $58.1M
2024
Revenue $10.07B
Op. $108M
2025
Revenue $12.91B
Op. $295.3M
RevenueOperating income (or net income)SEC XBRL annual filings, fiscal years mapped to calendar years
Year2022202320242025
Net income-$53.9M-$154.6M$20.5M$189.1M
Diluted EPS$-0.46$-1.31$-0.09$0.87

Fiscal year ends Dec 31 · incorporated in DE

Tracked investors holding (13F)

Viking Global InvestorsNew$112.9M · 0.3%
Renaissance TechnologiesNew$53.1M · 0.1% · held 5 quarters

Weight is the share of each investor's portfolio, as of the quarter end.

Current reports (8-K, last 12 months)

Insider open-market trades (last 12 months)

Source: SEC EDGAR. How figures are combined