BTSG — BrightSpring Health Services, Inc. Common Stock

✨ Hidden Gem

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

Trend Edge Setup Score

Trend Edge rates BTSG Bullish with a Setup Score of 0, net conviction 39, actionability 0. How the Setup Score works →

Total Setup Score0
Directional BiasBullish
Net Conviction39
Actionability0 (extended)

Key signals behind this score

About BrightSpring Health Services, Inc. Common Stock

BrightSpring Health Services, Inc. operates as a home and community-based healthcare services platform in the United States. The company operates through two segments, Pharmacy Solutions and Provider Services. Its platform focuses on delivering pharmacy and provider services, including clinical and supportive care in home and community settings to Medicare, Medicaid, and insured populations. Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$71.43
Market Cap$14.05B
Float176.7M
Shares Outstanding196.3M
P/E (Forward)38.76
P/E (TTM)91.77
Price/Sales (TTM)1.03
vs. Analyst Target-6.2% to analyst PT
Profit Margin2.27%
Operating Margin (TTM)3.36%
Revenue (TTM)$13.65B
Earnings Growth (YoY)359.80%
Dividend RateNone
Analyst Target Price$67.00 (12 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 $5.58B $20.8M $1.05B $347M
2021 $6.70B $49.8M $1.25B $433M
2022 $7.72B -$53.9M $1.35B $392M
2023 $8.83B -$155M $1.43B $350M
2024 $11.27B -$18.1M $1.59B $398M
2025 $12.91B $191M $1.52B $572M

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Jun 2025 $3.15B $28.2M
Sep 2025 $3.33B $55.8M
Dec 2025 $3.55B $77.1M
Mar 2026 $3.61B $74.4M

Ownership & Float

Insider Ownership3.2%
Institutional Ownership101.6%
Short Float5.3%
% of All Funds Holding3.77%
Number of Funds Holding310

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$62.92Near-term / short-term trend
Weekly40-Week SMA$44.81Medium-term trend
Weekly80-Week SMA$33.10Cyclical trend (business cycle)
Weekly200-Week SMA$0.00Secular trend (multi-year)
Monthly10-Month SMA$48.08Near-term monthly trend
Monthly20-Month SMA$34.88Medium-term monthly trend
Monthly40-Month SMA$0.00Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$62.00 support 1.43x 0 months ago
$29.00 support 2.22x 8 months ago
$23.30 support 1.68x 9 months ago
$19.90 support 1.22x 10 months ago
$17.90 support 1.84x 13 months ago

Historical Earnings Reactions (10 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap 0.00% 1.24% 70.00% 2.44% -9.05%
1 Day 1.05% 0.85% 70.00% 5.84% -2.55%
1 Week 5.43% 4.43% 100.00% 16.17% 0.78%
2 Weeks 5.52% 5.99% 80.00% 17.57% -8.34%
1 Month 9.29% 8.34% 90.00% 22.66% -4.88%

Next earnings: August 7, 2026 (26 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

Insufficient historical data for monthly seasonality analysis (requires 7+ years of data).

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday 0.48% 64.4% 118
Tuesday 0.48% 55.9% 127
Wednesday 0.66% 54.0% 124
Thursday -0.39% 44.2% 120
Friday 0.47% 54.5% 121

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 101.6%

Insider Transactions — Smart Summary

Total insider ownership: 3.2%

12-Month Insider Activity Summary

Total Filings14
Net Value-$32.9M
Net Shares Change-100,734,091
% of Float-57.0%
C-Suite Filings8
Clusters Detected3

Key Insiders

NameTitleNet ValueFilingsActivity
KKR Phoenix Aggregator L.P. -$1.67B 2 2 sell
KKR Group Partnership L.P. -$1.67B 2 2 sell
ROUSSEAU JON B Title: Chairman, President and Chief Executive Officer -$21.3M 2 3 sell
Phipps Jennifer A Chief Financial Officer -$3.1M 2 2 sell
Nalley Lisa A Title: Chief of Staff and Senior Vice President, Human Resources -$2.9M 2 2 sell

Transaction Clusters

PeriodFilingsInsidersNet ValueSeniority
2025-10-22 – 2025-10-22 4 4 -$854M 2 C-suite
2026-03-04 – 2026-03-06 5 5 -$1.63B 3 C-suite
2026-06-05 – 2026-06-05 5 5 -$1.73B 3 C-suite

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-06-05 ROUSSEAU JON B Title: Chairman, President and Chief Executive Officer -$13.6M Transaction at $32.56, now +119.4%
2026-06-05 KKR Phoenix Aggregator L.P. -$857M Transaction at $58.45, now +22.2%
2026-06-05 KKR Group Partnership L.P. -$857M Transaction at $58.45, now +22.2%
2026-06-05 Phipps Jennifer A Chief Financial Officer -$1.8M Transaction at $32.56, now +119.4%
2026-06-05 Nalley Lisa A Title: Chief of Staff and Senior Vice President, Human Resources -$1.8M Transaction at $32.56, now +119.4%
2026-03-06 ROUSSEAU JON B Title: Chairman, President and Chief Executive Officer -$7.7M Transaction at $23.76, now +200.6%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for BrightSpring Health Services, Inc. Common Stock (BTSG) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for BTSG on Trend Edge →