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BrightSpring Health Services, Inc. Stock: price and insider trades · United States
No insider purchase over the last 90 days. The latest was filed 13 Sept 2024.
BrightSpring Health Services, Inc.: what insiders have been doing
BrightSpring Health Services, Inc., classified in the Healthcare & Pharma sector, is a listed company. Its insiders report their share dealings to SEC (Form 4). Over the twelve months to 18 October 2026, the company's managers filed 37 filings, from 11 insiders.
There is no open-market purchase to report; the filings show 6 sales worth €1.8B by 4 insiders. Biggest ticket of the year: €738.3M, sold by KKR Phoenix Aggregator L.P. and made public on 5 June 2026 (7.3% of market cap).
The median gap between a trade and its publication by SEC (Form 4) is 2 days. For comparison, the SEC allows two business days to file a Form 4. A sale on its own says little: insiders also sell to pay tax, fund a purchase or diversify.
For context, the typical company on the same exchange (median of 5,812 companies) published 19 filings over the same period, against 37 filings here. Looking back to 2024, when coverage begins, insiders filed 8 purchases and 11 sales. The 10-K for the year ended 31 December 2025 shows 12.91 bn USD of revenue and 190.7 m USD of net income.
Elsewhere in the same sector, our signals recently picked up insider purchases at Cooper Companies, Inc. and Cytosorbents Corp. These figures are compiled from regulatory filings published by SEC (Form 4). They describe what insiders did and are not a recommendation.
Insider Decl.
93
Thresholds
n/a
Buy Volume
€118M
8 ops. · all time
Sell Volume
€2B
11 ops. · all time
Who traded when
BuySaleKKR Group Partnership L.P.5 sales
KKR Phoenix Aggregator L.P.5 sales
Jon B. Rousseau2 sales
Jennifer A. Phipps1 sale
Lisa A. Nalley1 sale
McMaude Michael A1 sale
+2 other insiders
Since the insiders bought
- +95.3%Entry US$13.92 · Close at T+365 US$27.18
- +99.7%Entry US$11.48 · Close at T+365 US$22.92
- +99.1%Entry US$9.21 · Close at T+365 US$18.34
Entry is the close on the day after publication, the first price a reader could act on. Prices in the listing currency. Past moves are not a forecast.
Analyst consensus: bullish or bearish?
Analysts rate BrightSpring Health Services, Inc. Strong Buy (bullish), based on 17 analysts. Average price target: US$78.94.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Fundamental score
Ranked 18,229 of 24,148 companies
34.3
score / 100
Value36
Quality33
FCF yld3.1%
Earn yld1.5%
EV/EBITDA33.2x
ROE13%
Gross mgn12%
Net mgn1.5%
Debt/EBITDA5.9x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2025FY ended December 2025 · cache
US$63.35
Analyst consensus
17 analystsStrong buy
US$70.00Target US$78.94(+25%)US$90.00
Income statement
RevenueUS$12.9B
Gross profitUS$1.5B12% margin
EBITDAUS$459.5M4% margin
Net incomeUS$190.7M2.5% margin
Valuation
PER (trailing)56.1x
PER (forward)27.8x
P/Book6.4x
Beta1.88
Balance sheet & cash
Market capUS$12.5B
Total debtUS$2.7B
Free Cash FlowUS$394.7M
Debt / Equity116%
Profitability & ownership
ROE13.0%
ROA4.9%
% insiders3.1%
% institutions108.2%
Last declaration on 16 September 2026
Declarations93 total
11,973 shares@ US$22.270.0024% mcap23.4% of flowCommon StockSEC:0000908834-26-000481:0
15,099 shares@ US$57.910.0078% mcap76.6% of flowCommonSEC144:0001959173-26-006933
56,319 shares@ US$72.910.037% mcap13.9% of flowCommon StockSEC:0000908834-26-000359:0
2,487 sharesCommon StockSEC:0000908834-26-000291:0
4,013 sharesCommon StockSEC:0000908834-26-000286:0
23,263 shares0Common StockSEC:0001140361-26-024299:3
324,608 shares0Common StockSEC:0001140361-26-024303:1
36,927 shares0Common StockSEC:0001140361-26-024303:2
35,000 shares@ US$58.750.018% mcap53.2% of flowCommon StockSEC:0000908834-26-000278:1
35,000 shares@ US$58.750.018% mcap45.0% of flowCommon StockSEC:0000908834-26-000277:1
35,000 shares@ US$6.370.0019% mcap5.8% of flowCommon StockSEC:0000908834-26-000278:0
130,000 shares@ US$6.370.0071% mcap2.8% of flowCommon StockSEC:0000908834-26-000279:0
130,000 shares@ US$58.750.065% mcap25.4% of flowCommon StockSEC:0000908834-26-000279:1
324,608 shares0Common StockSEC:0001140361-26-024299:1
36,927 shares0Common StockSEC:0001140361-26-024299:2
23,263 shares0Common StockSEC:0001140361-26-024303:3
35,000 shares@ US$6.370.0019% mcap4.9% of flowCommon StockSEC:0000908834-26-000277:0
14,669,771 shares@ US$58.4537.33% mcap33.6% of flowCommon StockSEC:0001140361-26-024299:0
▼
Same trade as the filing by KKR Phoenix Aggregator L.P., counted once · View ↗
14,669,771 shares@ US$58.4537.33% mcap33.6% of flowCommon StockSEC:0001140361-26-024303:0
62,608 shares@ US$60.26760.027% mcap72.0% of flowCommonSEC144:0001959173-26-004312
9,201 shares@ US$59.94650.0040% mcap10.5% of flowCommonSEC144:0001959173-26-004247
16,222 shares@ US$48.160.0056% mcap2.6% of flowCommon StockSEC:0000908834-26-000204:0
6,748 shares@ US$41.540.0020% mcap5.4% of flowCommon StockSEC:0000908834-26-000170:0
220,000 shares@ US$6.374.7% of flowCommon StockSEC:0000908834-26-000128:0
35,000 shares@ US$6.374.9% of flowCommon StockSEC:0000908834-26-000127:0
25 of 93 declarations
About BrightSpring Health Services, Inc.
BrightSpring Health Services, Inc. (ticker BTSG) is a U.S.-based healthcare services company listed on the NASDAQ in the United States, focused on patients with complex needs who require coordinated care at home and in the community. The business has operating roots going back to 1974 through predecessor entities, but the company itself was incorporated in Delaware in 2017 as Phoenix Parent Holdings Inc. and later renamed BrightSpring Health Services, Inc. in May 2021. BrightSpring completed its IPO in January 2024, and its principal office is in Louisville, Kentucky. ([sec.gov](https://www.sec.gov/Archives/edgar/data/1865782/000095017025055890/btsg-2025_ars.pdf))
From an industry standpoint, BrightSpring is positioned as an integrated home- and community-based healthcare platform that combines pharmacy capabilities with provider services. The company operates through two main segments: Pharmacy Solutions and Provider Services. Pharmacy Solutions includes specialty pharmacy, institutional pharmacy, and related medication-access services, while Provider Services covers home health, behavioral health, rehabilitation, hospice, and other community-based care offerings. This model allows BrightSpring to serve medically complex, chronically ill, and rare-disease populations across multiple care settings. ([sec.gov](https://www.sec.gov/Archives/edgar/data/1865782/000095017025055890/btsg-2025_ars.pdf))
Read moreShow less
Competitively, BrightSpring operates in a highly fragmented and competitive U.S. healthcare market, facing national, regional, and local rivals across pharmacy and provider services. Its strategic edge comes from scale, geographic density, clinical expertise, and the ability to connect medication management with direct patient care. Management also highlights intense competition in facility-based pharmacy, hospice, infusion, and specialty pharmacy markets. ([sec.gov](https://www.sec.gov/Archives/edgar/data/1865782/000095017025055890/btsg-2025_ars.pdf))
Key brands and capabilities include PharMerica and Onco360. In June 2025, Onco360 was selected as the national pharmacy partner for several newly approved therapies targeting advanced cancers and rare genetic disorders, underscoring BrightSpring’s positioning in high-complexity, high-touch specialty care niches where distribution, adherence support, and clinical coordination matter. ([ir.brightspringhealth.com](https://ir.brightspringhealth.com/news-releases/news-release-details/brightspring-health-services-announces-onco360r-selected/?utm_source=openai))
BrightSpring’s geographic footprint is national across the United States, with Louisville serving as its headquarters and operational hub. The company has also used tuck-in acquisitions to deepen market penetration and expand density in selected geographies. A major portfolio action came in 2025, when BrightSpring announced the divestiture of its Community Living business to Sevita for $835 million in cash; the transaction closed on March 30, 2026, allowing the company to further concentrate on its core pharmacy and provider platforms. ([ir.brightspringhealth.com](https://ir.brightspringhealth.com/news-releases/news-release-details/brightspring-health-services-inc-enters-definitive-agreement/?utm_source=openai))
Recent developments have reinforced the investment case. BrightSpring reported strong full-year 2025 results and entered 2026 with upgraded guidance after a solid first quarter, which featured robust revenue and adjusted EBITDA growth. For French-speaking investors, BTSG offers a healthcare equity tied to structural U.S. demand drivers such as population aging, expansion of home-based care, and rising need for specialized pharmacy and patient-support services. ([ir.brightspringhealth.com](https://ir.brightspringhealth.com/news-releases/news-release-details/brightspring-health-services-inc-reports-fourth-quarter-and-0?utm_source=openai))
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