BrightSpring Health Services, Inc.
BTSG, BTSGU · Services-Home Health Care Services · 193.9M shares · +0%/yr ↑ shares · EDGAR filings ↗
Net buyback after stock comp: -$3M (gross $650K, SBC $4M)
Reference price $58.45 · est. market cap ~$11.3B — last insider sale, 2026-06-05 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
C66BrightSpring Health Services — home/community health-services and pharmacy platform.
Strengths
- ROE 10.2% (63rd pct), ROA (76th); revenue +28%; strong FCF (84th)
- Scale in specialty/infusion pharmacy and home care
Risks
- Thin margins (gross 7th pct); high leverage (D/E 1.31, 84th); thin interest coverage
- Reimbursement and integration exposure
Notable findings
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
11.8%
Operating margin
2.3%
Net margin
1.5%
Return on equity
10.2%
Return on assets
3.0%
ROIC
5.4%
Revenue growth (QoQ)
1.8%
Debt / equity
1.3×
Net debt / EBITDA
5.2×
Interest coverage
1.9×
Current ratio
1.6×
Free cash flow
$395M
EBITDA
$460M
Tangible book value
-$1.2B
Cash & investments
$88M
Stock comp / revenue
0.5%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-20 | Greenwell Scott A. | Tax withheld | 2.5K | $66.25 |
| 2026-06-11 | Shah Nigam H. | Grant | 4.0K | — |
| 2026-06-05 | KKR Phoenix Aggregator L.P. | Gift | 37K | — |
| 2026-06-05 | KKR Phoenix Aggregator L.P. | Gift | 23K | — |
| 2026-06-05 | ROUSSEAU JON B | Option exercise | 130K | $6.37 |
| 2026-06-05 | ROUSSEAU JON B | Sell | 130K | $58.75 |
| 2026-06-05 | ROUSSEAU JON B | Option exercise | 130K | $6.37 |
| 2026-06-05 | ROUSSEAU JON B | Sell | 130K | $58.75 |
| 2026-06-05 | Nalley Lisa A | Option exercise | 35K | $6.37 |
| 2026-06-05 | Nalley Lisa A | Sell | 35K | $58.75 |
| 2026-06-05 | Phipps Jennifer A | Option exercise | 35K | $6.37 |
| 2026-06-05 | Phipps Jennifer A | Sell | 35K | $58.75 |
| 2026-06-05 | KKR Phoenix Aggregator L.P. | Sell | 14.7M | $58.45 |
| 2026-06-05 | KKR Phoenix Aggregator L.P. | Other | 325K | — |
| 2026-05-05 | Miller Steven B | Grant | 5.0K | — |
| 2026-05-05 | KIRTLEY OLIVIA F | Grant | 5.0K | — |
| 2026-05-05 | Wicks Timothy A | Grant | 5.0K | — |
| 2026-04-25 | ROUSSEAU JON B | Tax withheld | 16K | $48.16 |
| 2026-03-30 | Barnes Robert Allen | Tax withheld | 6.7K | $41.54 |
| 2026-03-05 | Greenwell Scott A. | Grant | 20K | — |
| 2026-03-05 | Phipps Jennifer A | Grant | 53K | — |
| 2026-03-05 | ROUSSEAU JON B | Grant | 187K | — |
| 2026-03-05 | Nalley Lisa A | Grant | 21K | — |
| 2026-03-04 | Nalley Lisa A | Option exercise | 30K | $6.37 |
| 2026-03-04 | Nalley Lisa A | Sell | 30K | $41.15 |
| 2026-03-04 | ROUSSEAU JON B | Option exercise | 220K | $6.37 |
| 2026-03-04 | ROUSSEAU JON B | Sell | 220K | $41.15 |
| 2026-03-04 | Phipps Jennifer A | Option exercise | 35K | $6.37 |
| 2026-03-04 | Phipps Jennifer A | Sell | 35K | $41.15 |
| 2026-03-04 | KKR Phoenix Aggregator L.P. | Sell | 19.7M | $40.96 |
| 2026-03-04 | KKR Phoenix Aggregator L.P. | Other | 403K | — |
| 2026-03-04 | KKR Phoenix Aggregator L.P. | Gift | 49K | — |
| 2026-03-04 | KKR Phoenix Aggregator L.P. | Gift | 32K | — |
| 2026-01-25 | Barnes Robert Allen | Tax withheld | 7.0K | $39.64 |
| 2026-01-25 | Phipps Jennifer A | Tax withheld | 33K | $39.64 |
| 2026-01-25 | Nalley Lisa A | Tax withheld | 21K | $39.64 |
| 2026-01-25 | ROUSSEAU JON B | Tax withheld | 49K | $39.64 |
| 2025-11-05 | Miller Steven B | Tax withheld | 4.5K | $32.68 |
| 2025-10-25 | ROUSSEAU JON B | Tax withheld | 59K | $33.53 |
| 2025-10-25 | ROUSSEAU JON B | Tax withheld | 50K | $33.53 |
| 2025-10-22 | KKR Phoenix Aggregator L.P. | Sell | 14.7M | $28.78 |
| 2025-10-22 | KKR Phoenix Aggregator L.P. | Other | 409K | — |
| 2025-10-22 | KKR Phoenix Aggregator L.P. | Gift | 50K | — |
| 2025-10-22 | KKR Phoenix Aggregator L.P. | Gift | 39K | — |
| 2025-10-22 | ROUSSEAU JON B | Option exercise | 235K | $6.37 |
| 2025-10-22 | ROUSSEAU JON B | Sell | 235K | $28.78 |
| 2025-10-22 | Nalley Lisa A | Option exercise | 20K | $6.37 |
| 2025-10-22 | Nalley Lisa A | Sell | 20K | $28.78 |
| 2025-07-25 | ROUSSEAU JON B | Tax withheld | 52K | $20.53 |
| 2025-06-24 | KKR Phoenix Aggregator L.P. | Sell | 2.1M | $21.15 |
| 2025-06-20 | Greenwell Scott A. | Grant | 17K | — |
| 2025-06-12 | KKR Phoenix Aggregator L.P. | Gift | 60K | — |
| 2025-06-12 | KKR Phoenix Aggregator L.P. | Gift | 51K | — |
| 2025-06-12 | Phipps Jennifer A | Option exercise | 16K | $6.37 |
| 2025-06-12 | Phipps Jennifer A | Sell | 16K | $21.75 |
| 2025-06-12 | Nalley Lisa A | Option exercise | 14K | $6.37 |
| 2025-06-12 | Nalley Lisa A | Sell | 14K | $21.75 |
| 2025-06-12 | ROUSSEAU JON B | Option exercise | 532K | $6.37 |
| 2025-06-12 | ROUSSEAU JON B | Sell | 532K | $21.75 |
| 2025-06-12 | McMaude Michael A | Sell | 119K | $21.75 |
| 2025-06-12 | Barnes Robert Allen | Option exercise | 28K | $6.37 |
| 2025-06-12 | Barnes Robert Allen | Sell | 31K | $21.75 |
| 2025-06-12 | KKR Phoenix Aggregator L.P. | Sell | 13.3M | $21.15 |
| 2025-06-12 | KKR Phoenix Aggregator L.P. | Other | 476K | — |
| 2025-05-05 | Wicks Timothy A | Grant | 12K | — |
| 2025-05-05 | Miller Steven B | Grant | 12K | — |
| 2025-05-05 | KIRTLEY OLIVIA F | Grant | 12K | — |
| 2025-05-03 | Wicks Timothy A | Tax withheld | 7.0K | $20.87 |
| 2025-04-25 | ROUSSEAU JON B | Tax withheld | 49K | $16.55 |
| 2025-03-17 | ROUSSEAU JON B | Grant | 345K | — |
| 2025-03-17 | Nalley Lisa A | Grant | 46K | — |
| 2025-03-17 | Yowler Jennifer | Grant | 23K | — |
| 2025-03-17 | Phipps Jennifer A | Grant | 86K | — |
| 2025-02-18 | Walgreens Boots Alliance, Inc. | Sell | 12.0M | $21.16 |
| 2025-01-25 | ROUSSEAU JON B | Tax withheld | 44K | $22.82 |
| 2025-01-25 | McMaude Michael A | Tax withheld | 7.2K | $22.82 |
| 2025-01-25 | Nalley Lisa A | Tax withheld | 15K | $22.82 |
| 2025-01-25 | Mattingly James F Jr | Tax withheld | 12K | $22.82 |
| 2025-01-25 | Yowler Jennifer | Tax withheld | 8.5K | $22.82 |
| 2025-01-25 | Phipps Jennifer A | Tax withheld | 22K | $22.82 |
| 2025-01-25 | Barnes Robert Allen | Tax withheld | 7.4K | $22.82 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-06-12 | Exec/director changeReg FDExhibits | filing ↗ |
| 2026-06-05 | Material agreementExhibits | filing ↗ |
| 2026-05-21 | Shareholder vote | filing ↗ |
| 2026-05-01 | ResultsExhibits | filing ↗ |
| 2026-03-31 | Acquisition/dispositionExec/director changeReg FDExhibits | filing ↗ |
| 2026-03-04 | Material agreementExhibits | filing ↗ |
| 2026-02-27 | ResultsExhibits | filing ↗ |
| 2025-10-28 | ResultsExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-12 | 2026-06-11 | 0001193125-26-269360 ↗ |
| 8-K | 2026-06-05 | 2026-06-03 | 0001193125-26-259531 ↗ |
| 8-K | 2026-05-21 | 2026-05-21 | 0001193125-26-234435 ↗ |
| 10-Q | 2026-05-01 | 2026-03-31 | 0001193125-26-199339 ↗ |
| 8-K | 2026-05-01 | 2026-05-01 | 0001193125-26-198983 ↗ |
| 8-K | 2026-03-31 | 2026-03-30 | 0001193125-26-133307 ↗ |
| 8-K | 2026-03-04 | 2026-03-02 | 0001865782-26-000008 ↗ |
| 10-K | 2026-02-27 | 2025-12-31 | 0001193125-26-079454 ↗ |
| 8-K | 2026-02-27 | 2026-02-27 | 0001193125-26-078998 ↗ |
| 8-K | 2025-10-28 | 2025-10-28 | 0001193125-25-253503 ↗ |
| 10-Q | 2025-10-28 | 2025-09-30 | 0001193125-25-253631 ↗ |
| 8-K | 2025-10-22 | 2025-10-20 | 0001193125-25-246752 ↗ |