BrightSpring Health Services, Inc.

NasdaqGS:BTSG Stock Report

Market Cap: US$3.0b

BrightSpring Health Services Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqGS:BTSG Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
11 Sep 24BuyUS$129,330,578KKR & Co. Inc.Company11,619,998US$11.13
20 May 24BuyUS$11,461Matthew D'AmbrosioIndividual1,000US$11.46
15 Mar 24BuyUS$297,712Jon RousseauIndividual36,800US$8.09
15 Mar 24BuyUS$24,630Jennifer YowlerIndividual3,000US$8.21
15 Mar 24BuyUS$50,221Jim MattinglyIndividual6,080US$8.26
14 Mar 24BuyUS$100,122Jennifer PhippsIndividual12,300US$8.14
14 Mar 24BuyUS$100,450Jim MattinglyIndividual12,280US$8.18
14 Mar 24BuyUS$303,729Jon RousseauIndividual37,405US$8.12

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of BTSG?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders1,770,3220.889%
Public Companies23,239,99611.7%
Institutions81,218,82240.8%
VC/PE Firms92,959,98446.7%

Dilution of Shares: BTSG only recently listed within the past 12 months

Top Shareholders

Top 25 shareholders own 108.39% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
53.4%
KKR & Co. Inc.
92,959,984US$1.6b14.3%9.98%
13.4%
Walgreens Boots Alliance, Inc.
23,239,996US$401.4m-33.3%no data
10.6%
FMR LLC
18,498,153US$319.5m1.81%0.02%
3.33%
AllianceBernstein L.P.
5,802,226US$100.2m0.41%0.03%
3.32%
8 Knots Management, LLC
5,778,187US$99.8m-29.6%13.24%
2.97%
Norges Bank Investment Management
5,165,027US$89.2m0%0.01%
2.9%
The Vanguard Group, Inc.
5,056,961US$87.3m0.21%no data
2.49%
Invesco Ltd.
4,335,405US$74.9m-3.42%0.02%
2.27%
BlackRock, Inc.
3,960,543US$68.4m-5.84%no data
1.62%
J. Goldman & Co., L.P.
2,827,847US$48.8m-12.9%1.99%
1.6%
Healthcare of Ontario Pension Plan
2,780,000US$48.0m-14.5%0.12%
1.36%
T. Rowe Price Group, Inc.
2,369,652US$40.9m56.7%no data
0.97%
Woodline Partners LP
1,685,650US$29.1m0%0.25%
0.96%
Teachers Insurance and Annuity Association-College Retirement Equities Fund
1,676,533US$29.0m49.9%0.01%
0.89%
Arrowstreet Capital, Limited Partnership
1,547,954US$26.7m371%0.02%
0.75%
Silvercrest Asset Management Group LLC
1,306,101US$22.6m-21.7%0.15%
0.75%
Geode Capital Management, LLC
1,304,214US$22.5m0.6%no data
0.75%
Jon Rousseau
1,301,721US$22.5m-2.74%no data
0.74%
Bank of America Corporation, Asset Management Arm
1,297,135US$22.4m25.9%0.01%
0.71%
State Street Global Advisors, Inc.
1,239,628US$21.4m7.4%no data
0.67%
Sea Cliff Partners Management, LP
1,163,713US$20.1m0%6.82%
0.61%
Morgan Stanley, Investment Banking and Brokerage Investments
1,055,741US$18.2m4.47%no data
0.55%
Adage Capital Management, L.P.
964,530US$16.7m-42.8%0.03%
0.43%
HBK Investments L.P.
750,000US$13.0m7.14%0.81%
0.38%
Eagle Asset Management, Inc.
670,356US$11.6m-17.1%0.06%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/23 00:20
End of Day Share Price 2024/12/23 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

BrightSpring Health Services, Inc. is covered by 12 analysts. 13 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Joanna Sylvia GajukBofA Global Research
David LarsenBTIG
Lawrence SolowCJS Securities, Inc.