InsidersTradesSigma
Follow the BrightSpring Health Services, Inc. stock price and the full directors' dealings record of the company, a publicly traded company based in United States. Shares trade on the US market, under the oversight of SEC (Form 4). Operating in the Healthcare & Pharma sector, BrightSpring Health Services, Inc. has published 94 insider filings. Market capitalisation: €14.3bn. The latest transaction was disclosed on 28 July 2026 (Retenue fiscale). Among the most active insiders: ROUSSEAU JON B. All data is openly available.
94
Insider Decl.
n/a
Thresholds
€236m
10 ops.
Buy Volume
€4bn
17 ops.
Sell Volume
Analyst consensus: bullish or bearish?
Analysts rate BrightSpring Health Services, Inc. Strong Buy (bullish), based on 17 analysts. Average price target: US$76.29.
61Σ signal
This score ranks the purchase within its own market. No market currently meets the historical allocation criteria, so signals remain watch-only. Not investment advice.
Fundamental score
Ranked 21,399 of 28,551 companies
34.6
score / 100
Value36
Quality33
FCF yld3.2%
Earn yld1.6%
EV/EBITDA32.5x
ROE13%
Gross mgn12%
Net mgn1.5%
Debt/EBITDA5.9x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Sigma AI Analysis
Fundamental view, insider signal, bull and bear case, synthesis.
AI analysis generation is paused.
Last declaration on 28 July 2026
Declarations94 total
56,319 shares@ US$72.91Common 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
23,263 shares0Common StockSEC:0001140361-26-024303:3
130,000 shares@ US$58.750.048% mcap31.2% of flowCommon StockSEC:0000908834-26-000279:3
35,000 shares@ US$6.370.0014% mcap8.4% of flowCommon StockSEC:0000908834-26-000278:0
35,000 shares@ US$58.750.013% mcap77.6% of flowCommon StockSEC:0000908834-26-000278:1
324,608 shares0Common StockSEC:0001140361-26-024299:1
36,927 shares0Common StockSEC:0001140361-26-024299:2
35,000 shares@ US$6.370.0014% mcap7.6% of flowCommon StockSEC:0000908834-26-000277:0
35,000 shares@ US$58.750.013% mcap69.9% of flowCommon StockSEC:0000908834-26-000277:1
130,000 shares@ US$6.370.0052% mcap3.4% of flowCommon StockSEC:0000908834-26-000279:0
130,000 shares@ US$58.750.048% mcap31.2% of flowCommon StockSEC:0000908834-26-000279:1
14,669,771 shares@ US$58.4535.40% mcap24.8% of flowCommon StockSEC:0001140361-26-024299:0
14,669,771 shares@ US$58.4535.40% mcap24.8% of flowCommon StockSEC:0001140361-26-024303:0
130,000 shares@ US$6.370.0052% mcap3.4% of flowCommon StockSEC:0000908834-26-000279:2
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% mcap10.3% of flowCommon StockSEC:0000908834-26-000204:0
6,748 shares@ US$41.540.0020% mcap60.3% of flowCommon StockSEC:0000908834-26-000170:0
20,020 shares0Common StockSEC:0000908834-26-000130:0
30,000 shares@ US$6.374.9% of flowCommon StockSEC:0000908834-26-000129:0
25 of 94 declarations
关于 BrightSpring Health Services, Inc.
BrightSpring Health Services, Inc.（股票代码 BTSG）是一家在美国纳斯达克上市的美国医疗保健服务公司，专注于需要在家中和社区进行协调护理的复杂需求患者。该业务的运营根源可追溯到1974年，通过其前身实体，但公司本身于2017年在特拉华州注册成立为 Phoenix Parent Holdings Inc.，并于2021年5月更名为 BrightSpring Health Services, Inc.。BrightSpring 于2024年1月完成首次公开募股，其主要办事处位于肯塔基州路易斯维尔。（[sec.gov](https://www.sec.gov/Archives/edgar/data/1865782/000095017025055890/btsg-2025_ars.pdf)） 从行业角度来看，BrightSpring 定位为一个集成的家庭和社区医疗保健平台，将药房能力与提供者服务相结合。公司通过两个主要部门运营：药房解决方案和提供者服务。药房解决方案包括专科药房、机构药房和相关的药物获取服务，而提供者服务涵盖家庭医疗、行为健康、康复、临终关怀和其他社区护理服务。这种模式使 BrightSpring 能够为跨多个护理环境的医学复杂、慢性病和罕见病人群提供服务。（[sec.gov](https://www.sec.gov/Archives/edgar/data/1865782/000095017025055890/btsg-2025_ars.pdf)） 在竞争方面，BrightSpring 在高度分散和竞争激烈的美国医疗保健市场中运营，面临来自药房和提供者服务的全国性、区域性和地方性竞争对手。其战略优势来自于规模、地理密度、临床专业知识以及将药物管理与直接患者护理相结合的能力。管理层还强调了在机构药房、临终关怀、输液和专科药房市场中激烈的竞争。（[sec.gov](https://www.sec.gov/Archives/edgar/data/1865782/000095017025055890/btsg-2025_ars.pdf)） 主要品牌和能力包括 PharMerica 和 Onco360。2025年6月，Onco360 被选为几种新批准的针对晚期癌症和罕见遗传疾病疗法的全国药房合作伙伴，这突显了 BrightSpring 在高复杂性、高接触性专科护理利基市场中的定位，在这些市场中，分销、依从性支持和临床协调至关重要。（[ir.brightspringhealth.com](https://ir.brightspringhealth.com/news-releases/news-release-details/brightspring-health-services-announces-onco360r-selected/?utm_source=openai)） BrightSpring 的地理足迹遍布美国全国，路易斯维尔是其总部和运营中心。公司还利用嵌入式收购来深化市场渗透并扩大选定地区的密度。2025年发生了一项重大的投资组合行动，当时 BrightSpring 宣布以835亿美元现金将其社区生活业务剥离给 Sevita；该交易于2026年3月30日完成，使公司能够进一步专注于其核心药房和提供者平台。（[ir.brightspringhealth.com](https://ir.brightspringhealth.com/news-releases/news-release-details/brightspring-health-services-inc-enters-definitive-agreement/?utm_source=openai)） 近期发展强化了投资案例。BrightSpring 公布了强劲的2025财年全年业绩，并在第一季度表现稳健，收入和调整后 EBITDA 均实现强劲增长后，以升级的指导进入2026年。对于讲法语的投资者而言，BTSG 提供了一种与美国人口老龄化、家庭护理扩展以及对专业药房和患者支持服务需求增加等结构性需求驱动因素相关的医疗保健股票。（[ir.brightspringhealth.com](https://ir.brightspringhealth.com/news-releases/news-release-details/brightspring-health-services-inc-reports-fourth-quarter-and-0?utm_source=openai)）
