Welcome to our dedicated page for BrightSpring Health Services SEC filings (Ticker: BTSG), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The BrightSpring Health Services, Inc. (NASDAQ: BTSG) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. These documents include current reports on Form 8-K, shelf registration statements, prospectus supplements, and other materials that describe BrightSpring’s financial results, capital markets activity, and significant corporate events.
BrightSpring uses Form 8-K to report quarterly financial results and preliminary financial information, furnishing press releases that summarize revenue, segment performance for Pharmacy Solutions and Provider Services, and non-GAAP measures such as EBITDA and Adjusted EBITDA. These filings explain how the company distinguishes its continuing operations from its Community Living business and how this affects its reported metrics and guidance.
The company also files 8-Ks to describe material agreements and capital markets transactions. For example, BrightSpring has disclosed underwriting agreements related to secondary offerings of common stock by existing stockholders, as well as concurrent share repurchases executed through the underwriter. These filings outline the number of shares involved, the role of selling stockholders, and the use of an automatic shelf registration statement on Form S-3ASR.
Other 8-K filings address matters such as changes in certain leadership roles within BrightSpring’s subsidiaries and related compensatory arrangements. These disclosures can provide additional context on management and governance developments within the organization.
On Stock Titan, BrightSpring filings are updated as they are made available on EDGAR, and AI-powered tools can help summarize the key points from lengthy documents. Users can quickly see what each filing covers, from earnings releases and guidance updates to underwriting agreements and leadership changes, and then review the full text for more detailed analysis of BTSG’s regulatory and financial reporting.
BrightSpring Health Services major shareholder entities associated with KKR reported several transactions in the company’s common stock. An affiliated holder, KKR Phoenix Aggregator L.P., sold 19,715,000 shares in an underwritten public offering at a net price of $40.961 per share. After these transactions, affiliated entities reported holding 41,824,259 shares of common stock. Additional movements included in-kind distributions that allowed ultimate recipients to make charitable donations of shares, with Messrs. Henry R. Kravis and George R. Roberts each donating shares they received. The reporting persons collectively disclaim beneficial ownership of the reported securities except to the extent of any pecuniary interest.
KKR-affiliated entities reported several transactions in BrightSpring Health Services common stock. The main move was an open-market sale of 19,715,000 shares at a net price of $40.961 per share through an underwritten public offering, leaving tens of millions of shares still indirectly held.
Additional entries cover 402,773 shares reclassified in connection with this sale, plus two bona fide gifts of 49,295 and 31,918 shares. Footnotes explain that these shares were distributed in kind to partners and shareholders so that ultimate recipients, including Messrs. Henry R. Kravis and George R. Roberts, could donate shares to charity. The reporting entities collectively disclaim beneficial ownership beyond any pecuniary interest.
BrightSpring Health Services' major shareholder KKR Phoenix Aggregator L.P. has sold part of its stake through a large secondary offering. On March 2, 2026, selling stockholders agreed to sell 20,000,000 shares of common stock, including 19,715,000 shares from KKR Phoenix Aggregator L.P., to an underwriter at a net price of $40.961 per share, with the deal closing on March 4, 2026. After the transaction, KKR Phoenix Aggregator L.P. directly holds 41,824,259 shares, and KKR-affiliated entities and founders Henry R. Kravis and George R. Roberts may be deemed to beneficially own up to 41,938,202 shares, representing about 21.8% of BrightSpring’s 192,369,354 shares outstanding as of the offering’s closing. KKR Phoenix Aggregator L.P. entered a lock-up agreement restricting most additional sales of BrightSpring stock for 60 days from March 2, 2026, unless the underwriter consents.
BrightSpring Health Services entered an underwriting agreement for an underwritten secondary offering of 20,000,000 shares of common stock at $41.15 per share. All of these shares were sold by KKR and management selling stockholders, so BrightSpring itself did not receive the sale proceeds, other than cash from related stock option exercises.
As part of the same transaction, BrightSpring repurchased 1,464,807 shares of its common stock from the underwriter. The underwriter did not receive underwriting fees on the repurchased shares. The deal was conducted under an automatic shelf registration on Form S-3ASR, with customary representations, covenants, and indemnification provisions.
BrightSpring Health Services resale prospectus: the selling stockholders are offering 20,000,000 shares of common stock. The company will not receive proceeds from the resale other than proceeds from cash exercise of management options. The prospectus shows a public offering price of $41.15 per share and aggregate proceeds to the selling stockholders of approximately $819,220,000. Subject to the closing of the offering, BrightSpring intends to purchase concurrently 1,464,807 shares from the underwriter and cancel them; the Repurchase is contingent on the offering closing. Shares outstanding were 193,549,161 as of February 27, 2026; the document also reports an expected post-offering outstanding share count of 192,369,354 as of February 27, 2026 after giving effect to the Repurchase and certain option exercises.
BrightSpring Health Services, Inc. is registering 20,000,000 shares of common stock for resale by selling stockholders, including KKR Phoenix Aggregator L.P., pursuant to a preliminary prospectus supplement dated March 2, 2026. The company will not receive proceeds from these resales except for proceeds from the cash exercise of stock options by management selling stockholders.
The prospectus supplement states that, subject to closing this offering, BrightSpring intends to concurrently repurchase up to the lesser of $60 million and 10% of the aggregate size of the offering, with the repurchase price per share equal to the underwriter’s purchase price. The filing cites a closing sale price of $41.43 per share on February 27, 2026. Shares outstanding are listed as 193,549,161 prior to the offering and 192,385,936 after the offering and the Repurchase under the filing’s stated assumptions.
BrightSpring Health Services filed its annual report describing a nationwide platform delivering home and community-based pharmacy and provider services to complex Senior and Specialty patients. The company serves over 465,000 patients daily through about 10,500 clinical providers and pharmacists across all 50 states.
BrightSpring is reorganizing its portfolio by agreeing to divest its Community Living business for $835 million, treating it as discontinued operations and sharpening focus on home health, hospice, rehab, primary care, and integrated pharmacy. The report notes substantial indebtedness of approximately $2.6 billion and a highly competitive, heavily regulated reimbursement environment.
BrightSpring Health Services, Inc. reported strong fourth quarter and full-year 2025 results and provided full-year 2026 guidance. For 2025, total revenues rose to $12.91 billion from $10.07 billion, driven by growth in both products and services.
Full-year net income improved to $189.1 million from a prior-year loss of $20.5 million, while operating income increased to $295.3 million from $108.0 million. Adjusted EBITDA grew to $617.6 million from $460.2 million, and diluted EPS from continuing operations improved to $0.48 versus a loss of $0.34, with Adjusted EPS rising to $1.00 from $0.35.
In the fourth quarter of 2025, revenue reached $3.55 billion versus $2.75 billion a year earlier, and net income attributable to BrightSpring increased to $77.1 million from $16.0 million. Cash provided by operating activities for 2025 rose sharply to $490.2 million from $23.8 million, supporting business investment and financing outflows.
BrightSpring Health Services received an updated beneficial ownership report from FMR LLC and Abigail P. Johnson. They report beneficial ownership of 22,912,232.08 shares of BrightSpring common stock, representing 12.7% of the class as of the event date.
The filing states these shares were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of BrightSpring. One or more other persons may receive dividends or sale proceeds from these shares, but no such person has more than five percent of the total outstanding common stock.
The Vanguard Group filed an amended Schedule 13G reporting beneficial ownership of 12,533,656 shares of BrightSpring Health Services Inc common stock, representing 6.94% of the class. Vanguard has shared voting power over 913,104 shares and shared dispositive power over all 12,533,656 shares, with no sole voting or dispositive power.
Vanguard explains that, following an internal realignment on January 12, 2026, it no longer performs portfolio management or proxy voting, and certain subsidiaries or business divisions are expected to report beneficial ownership separately. The shares are held on behalf of Vanguard’s clients, and no single other person’s interest exceeds 5%. Vanguard certifies the holdings are in the ordinary course of business and not for the purpose of influencing control of BrightSpring.