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过去 90 天内没有内部人买入。最近一笔由 KKR Group Partnership L.P. 披露于 2024年9月13日。
BrightSpring Health Services, Inc.：高管交易动态
BrightSpring Health Services, Inc.是一家医疗与制药行业的上市公司。其高管通过SEC (Form 4)申报股份交易。截至2026年10月18日的十二个月内，共提交37份申报，来自11位高管。
期内没有公开市场买入可报告；申报显示4位高管进行了6笔卖出，金额€18.1亿。年内最大一笔：€7.4亿，由KKR Phoenix Aggregator L.P.卖出，于2026年6月5日公开（占市值的7.3%）。
通过SEC (Form 4)，交易与发布之间的中位间隔为2天。作为对比，美国证监会给予两个工作日提交Form 4表格。单笔卖出说明不了太多：高管卖出也可能是为了缴税、筹措资金或分散资产。
作为参照，同一交易所的中位公司（共5,812家公司）同期发布了19份申报，而本公司为37份申报。回溯至覆盖起点2024年，高管共申报8笔买入和11笔卖出。截至2025年12月31日的财年10-K显示，营收为129.11亿 USD，净利润为1.91亿 USD。
同一行业的其他公司中，我们的信号近期发现了Cooper Companies, Inc.和Cytosorbents Corp的高管买入。这些数据整理自监管申报（来源：SEC (Form 4)），仅描述高管的操作，并非投资推荐。
高管申报
93
持股线
暂无
买入金额
€1亿
8 笔 · 全部历史
卖出金额
€23亿
11 笔 · 全部历史
谁在何时交易
买入卖出KKR Group Partnership L.P.5 笔卖出
KKR Phoenix Aggregator L.P.5 笔卖出
Jon B. Rousseau2 笔卖出
Jennifer A. Phipps1 笔卖出
Lisa A. Nalley1 笔卖出
McMaude Michael A1 笔卖出
另有 2 位内部人
内部人买入以来
- +95.3%入场价 US$13.92 · T+365 收盘 US$27.18
- +99.7%入场价 US$11.48 · T+365 收盘 US$22.92
- +99.1%入场价 US$9.21 · T+365 收盘 US$18.34
入场价为披露次日收盘价，即读者可操作的第一个价格。价格以上市货币计。过往涨跌不代表未来表现。
分析师共识：看涨还是看跌？
分析师对 BrightSpring Health Services, Inc. 的评级为强烈买入（看涨），基于 17 位分析师。 平均目标价：US$78.94。
该评分只在所属市场内对买入进行排名。仅在经过回测的策略范围内的交易所提供建议仓位；其他市场的信号仍处于观察状态。并非投资建议。
基本面评分
在 23,473 家已排名公司中位列第 17,632
34.5
评分 / 100
价值36
质量33
FCF 收益率3.3%
盈利收益率1.6%
EV/EBITDA32.1x
ROE13%
毛利率12%
净利率1.5%
负债/EBITDA5.9x
支柱2/3
透明的价值 + 质量排名，独立于内部人交易信号。
财务数据
财年 2025财年截至 2025年12月 · cache
US$63.35
分析师一致预期
17 位分析师强烈买入
US$70.00目标价 US$78.94(+25%)US$90.00
利润表
营业收入US$12.9B
毛利US$1.5B12% 利润率
EBITDAUS$459.5M4% 利润率
净利润US$190.7M2.5% 利润率
估值
PER (trailing)56.1x
PER (forward)27.8x
P/Book6.4x
贝塔1.88
资产负债与现金
市值US$12.5B
总负债US$2.7B
自由现金流US$394.7M
负债 / 股东权益116%
盈利能力与股权结构
ROE13.0%
ROA4.9%
内部人持股 %3.1%
机构持股 %108.2%
最新申报日期：2026年9月16日
申报93 总计
11,973 股@ US$22.270.0024% 占市值23.4% 占其流量股票SEC:0000908834-26-000481:0
15,099 股@ US$57.910.0078% 占市值76.6% 占其流量股票SEC144:0001959173-26-006933
56,319 股@ US$72.910.037% 占市值13.9% 占其流量股票SEC:0000908834-26-000359:0
2,487 股股票SEC:0000908834-26-000291:0
4,013 股股票SEC:0000908834-26-000286:0
23,263 股0股票SEC:0001140361-26-024299:3
324,608 股0股票SEC:0001140361-26-024303:1
36,927 股0股票SEC:0001140361-26-024303:2
35,000 股@ US$58.750.018% 占市值53.2% 占其流量股票SEC:0000908834-26-000278:1
35,000 股@ US$58.750.018% 占市值45.0% 占其流量股票SEC:0000908834-26-000277:1
35,000 股@ US$6.370.0019% 占市值5.8% 占其流量股票SEC:0000908834-26-000278:0
130,000 股@ US$6.370.0071% 占市值2.8% 占其流量股票SEC:0000908834-26-000279:0
130,000 股@ US$58.750.065% 占市值25.4% 占其流量股票SEC:0000908834-26-000279:1
324,608 股0股票SEC:0001140361-26-024299:1
36,927 股0股票SEC:0001140361-26-024299:2
23,263 股0股票SEC:0001140361-26-024303:3
35,000 股@ US$6.370.0019% 占市值4.9% 占其流量股票SEC:0000908834-26-000277:0
14,669,771 股@ US$58.4537.33% 占市值33.6% 占其流量股票SEC:0001140361-26-024299:0
14,669,771 股@ US$58.4537.33% 占市值33.6% 占其流量股票SEC:0001140361-26-024303:0
62,608 股@ US$60.26760.027% 占市值72.0% 占其流量股票SEC144:0001959173-26-004312
9,201 股@ US$59.94650.0040% 占市值10.5% 占其流量股票SEC144:0001959173-26-004247
16,222 股@ US$48.160.0056% 占市值2.6% 占其流量股票SEC:0000908834-26-000204:0
6,748 股@ US$41.540.0020% 占市值5.4% 占其流量股票SEC:0000908834-26-000170:0
220,000 股@ US$6.374.7% 占其流量股票SEC:0000908834-26-000128:0
35,000 股@ US$6.374.9% 占其流量股票SEC:0000908834-26-000127:0
93 条申报中的 25 条
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))
展开全文收起
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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