Braidwell Initiates Position in BrightSpring Health Services
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy BTSG?
Source: Fool
- New Position Disclosure: Braidwell disclosed a new position in BrightSpring Health Services on February 17, 2026, acquiring 1,195,786 shares valued at approximately $44.78 million, indicating confidence in the company's future prospects.
- Asset Allocation Insight: This new holding represents 1.43% of Braidwell's reportable assets under management as of December 31, 2025, highlighting the fund's strategic emphasis on BrightSpring within its diversified portfolio.
- Significant Performance Growth: BrightSpring reported a 28.2% year-over-year revenue increase in Q3, reaching $3.33 billion, while adjusted EBITDA surged 37.2% to $160 million, reflecting strong performance and demand in the healthcare services sector.
- Long-term Investment Potential: BrightSpring's integrated pharmacy and provider model serves over 460,000 patients, ensuring recurring revenue streams tied to Medicare and managed care populations, with execution and reimbursement stability being key drivers of returns in the long run.
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Analyst Views on BTSG
Wall Street analysts forecast BTSG stock price to rise
12 Analyst Rating
12 Buy
0 Hold
0 Sell
Strong Buy
Current: 41.150
Low
40.00
Averages
43.20
High
50.00
Current: 41.150
Low
40.00
Averages
43.20
High
50.00
About BTSG
BrightSpring Health Services, Inc. provides home and community-based pharmacy and health solutions for populations in need of specialized and/or chronic care. Through the Company’s service lines, including pharmacy, home health care and primary care, and rehabilitation and behavioral health, it provides integrated care and clinical solutions in all 50 states to over 450,000 customers, clients and patients daily. With a focus on senior and specialty patients, the Company’s platform provides pharmacy and provider services (both clinical and supportive care in nature) in lower-cost home and community settings largely to medicare, medicaid, and commercially insured populations. It delivers services through two reportable segments: Pharmacy Solutions and Provider Services. It provides pharmacy services when and where demanded and as required by customers and patients in their homes and communities, often in coordination with its provider’s services.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
- New Position Disclosure: Braidwell disclosed a new position in BrightSpring Health Services on February 17, 2026, acquiring 1,195,786 shares valued at approximately $44.78 million, indicating confidence in the company's future prospects.
- Asset Allocation Insight: This new holding represents 1.43% of Braidwell's reportable assets under management as of December 31, 2025, highlighting the fund's strategic emphasis on BrightSpring within its diversified portfolio.
- Significant Performance Growth: BrightSpring reported a 28.2% year-over-year revenue increase in Q3, reaching $3.33 billion, while adjusted EBITDA surged 37.2% to $160 million, reflecting strong performance and demand in the healthcare services sector.
- Long-term Investment Potential: BrightSpring's integrated pharmacy and provider model serves over 460,000 patients, ensuring recurring revenue streams tied to Medicare and managed care populations, with execution and reimbursement stability being key drivers of returns in the long run.
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- Stock Price Surge: As of February 12, 2026, BrightSpring's shares were priced at $37.79, reflecting a 74.4% increase over the past year, significantly outperforming the S&P 500's 11% gain, showcasing market validation of its business model.
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- Investment Strategy: Alta Fox's stake in BrightSpring now represents 9.97% of its portfolio, highlighting a concentrated investment in healthcare services, which suggests confidence in the company's long-term growth in the non-institutional healthcare market.
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