BTSG
BrightSpring Health Services, Inc.
September 10, 2026 · intraday
- Rarity
- 1.72
- Peak move
- −6.70%
- Float cap
- $7.6B
BrightSpring Health Services is a home and community-based healthcare platform providing complementary pharmacy and provider services to complex Senior and Specialty patients, including behavioral populations. It serves Medicare, Medicaid, and commercially insured patients across all 50 states through pharmacies, infusion centers, home health, hospice, rehab therapy, and home-based primary care. Its clinical and supportive services address chronic conditions, medication management, and daily living needs.
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What we found
7 events · 0 from SEC or newswire · 0 timed with the moveinstitutional_flowVirginia Retirement Systems and other institutional investors disclosed newly established positions in BrightSpring Health Services shares in 13F-style filings reported Sept 10, 2026.
- Key event
executive_remarkBrightSpring management presented at the Wells Fargo 21st Annual Healthcare Conference on Sept 10, 2026, saying 2026 is the peak year of IRA drug-price-negotiation impact at about $15 million on EBITDA after mitigation, with 2027 impact about 50% of 2026's, leverage near 2x, M&A as top use of capital, possible buybacks in 9-12 months, and Pharmacy EBITDA growth above 40%.
analyst_ratingWilliam Blair added BrightSpring Health Services to its September Analyst Conviction List.
institutional_flowMan Group plc disclosed a fresh investment position in BrightSpring Health Services.
- Key event
analyst_ratingUBS reiterated a Buy rating and $85 price target on BrightSpring Health Services on September 9, 2026, implying about 47% upside.
- Key event
peer_disclosureHCA Healthcare CEO Sam Hazen said at the Wells Fargo 21st Annual Healthcare Conference that about 22,000 exchange enrollees moved to uninsured after enhanced premium tax credits lapsed, and HCA plans $5.5 billion of 2026 capital projects and roughly $1 billion of outpatient acquisitions.
peer_disclosureCencora CEO Bob Mauch said at the Wells Fargo 21st Annual Healthcare Conference that the drug distributor posted fiscal Q3 growth, repurchased $1 billion of shares, and expects a strong year in line with guidance.