BrightSpring Health Services, Inc. (BTSG) is the subject of an amended ownership report from Vanguard Portfolio Management, which reported beneficial ownership of 9,050,005 common shares, or 4.57%, as of September 30, 2026. The report states sole dispositive power over 9,050,005 shares and sole voting power over 160,655 shares; shared dispositive and voting power are each zero.
The reported ownership includes securities held by Vanguard funds and client accounts over which Vanguard Portfolio Management or specified affiliates exercise dispositive and/or voting power. Vanguard stated that it and managed investment companies and accounts have the right to receive or direct dividends or sale proceeds; no other person's interest exceeds 5%. The amendment was signed by My Trieu-Gatt, Authorized Signatory, Head of Global Fund Administration.
BrightSpring Health Services, Inc. (BTSG) reported third-quarter revenue of $4,213.2 million, compared with $3,334.1 million in the prior-year quarter. Net income attributable to BrightSpring was $100.1 million versus $55.8 million, and operating income was $160.5 million versus $87.8 million. For the first nine months of 2026, net cash provided by operating activities was $371.2 million, compared with $258.6 million in the same 2025 period.
The company completed the sale of its Community Living business on March 30, 2026, receiving $810.9 million in cash proceeds and recording a $101.8 million pre-tax gain. On May 28, 2026, it used $300.0 million of sale proceeds to repay Tranche B-5 debt and refinanced the remaining balance through a new Tranche B-6 loan; total debt was $2,237.6 million as of September 30, 2026. The company also repurchased $120.0 million of common stock during the first nine months. In the Amedisys and LHC Branches acquisition, branches in 17 states had been acquired; closing of the remaining three branches was expected in fiscal 2026, subject to customary regulatory approvals and other closing conditions.
BrightSpring Health Services, Inc. (BTSG) reported third-quarter 2026 revenue of $4.213234 billion, compared with $3.334106 billion for the quarter ended September 30, 2025. Income from continuing operations was $100.802 million, versus $37.488 million. Adjusted EBITDA, a non-GAAP measure, was $227.759 million, up 42% from $160.443 million.
BrightSpring increased full-year 2026 revenue guidance to $15,900 million to $16,125 million and Adjusted EBITDA guidance to $850 million to $860 million. The ranges represent revenue growth of 23.2% to 24.9% and Adjusted EBITDA growth of 37.6% to 39.3% compared with full-year 2025 results excluding Community Living. The guidance also excludes the effects of future closed acquisitions.
Operating cash flow was $204.322 million, compared with $107.936 million in Q3 2025. Pharmacy Solutions dispensed 10,949,875 prescriptions versus 10,793,219 a year earlier, while Home Health Care average daily census was 47,256 versus 29,980. The Amedisys and LHC branches acquisition is expected to contribute approximately $35 million in 2026 Adjusted EBITDA.
BrightSpring Health Services, Inc. (BTSG) reported that Chairman, President and Chief Executive Officer Jon B. Rousseau had 36,355 common shares withheld on October 25, 2026, to satisfy withholding taxes tied to vesting of 125,012 restricted stock units. The net settlement price was $60.11 per share, equal to the closing stock price on October 23, 2026; no Rule 10b5-1 plan is reported.
After the transaction, his reported direct holdings were 1,101,829 shares. The Rousseau Family Trust held 369,763 shares indirectly; Rousseau disclaimed beneficial ownership except to the extent of his pecuniary interest.
BrightSpring Health Services, Inc. (BTSG) officer Scott A. Greenwell, President, PharMerica, reported option-related transactions on September 14, 2026 made under a Rule 10b5-1 trading plan. He exercised stock options for 11,973 shares of common stock at an exercise price of $22.27 per share and then sold 15,099 shares of common stock at $57.91 per share in a sale reported as an open market or private transaction. Following the exercise, he held 23,947 stock options directly, with those options vesting in three equal annual installments commencing on June 20, 2026.
BrightSpring Health Services, Inc. (BTSG) officer Scott A. Greenwell has filed a notice under Rule 144 indicating an intention to sell up to 15,099 shares of BrightSpring common stock through Fidelity Brokerage Services LLC. The filing lists an approximate aggregate market value of $874,383.09 for the proposed sale, with NASDAQ as the trading market.
The shares to be sold consist of 3,126 shares originating from restricted stock that vested on June 20, 2026 and 11,973 shares issuable upon stock option exercise on September 14, 2026, with those options to be exercised for cash. The proposed sale date referenced is September 14, 2026.
FMR LLC filed an amended Schedule 13G reporting beneficial ownership of 13,678,154.97 shares of BrightSpring Health Services Inc. common stock, representing 7.0% of the class as of June 30, 2026. FMR LLC reports sole dispositive power over all 13,678,154.97 shares and sole voting power over 13,655,611.55 shares, with no shared voting or dispositive power.
Abigail P. Johnson is reported as having sole dispositive power over the same 13,678,154.97 shares, but no sole or shared voting power. The filing notes that one or more other persons may have rights to receive dividends or sale proceeds on these shares, but no such person holds more than 5% of the outstanding common stock.
BrightSpring Health Services Inc is reported to have a significant institutional holder, Vanguard Portfolio Management, which files as a beneficial owner of 10,105,607 shares of BrightSpring common stock. This position represents 5.21% of the outstanding common shares.
Vanguard Portfolio Management reports sole voting power over 159,149 shares and sole dispositive power over 10,105,607 shares, with no shared voting or dispositive power. The filing explains that the stake reflects securities managed across Vanguard Portfolio Management LLC and certain affiliated entities and accounts.
BrightSpring Health Services delivered stronger results for the quarter and six months ended June 30, 2026. For the quarter, total revenues were 3,873,140 and net income was 84,209, up from 3,147,698 and 27,542 a year earlier, with diluted EPS of 0.38 versus 0.13. For the first half of 2026, revenues reached 7,486,861 and net income was 232,819, compared with 6,025,827 and 56,552 in the prior-year period; income from continuing operations rose to 160,887 from 17,757.
From continuing operations, operating income for the first half increased to 251,840 from 99,296, while operating cash flow was 166,859. BrightSpring completed the sale of its Community Living business for cash proceeds of 810,908, generating a pre-tax gain of 101,868 and using 300,000 of proceeds to pay down its term loan before refinancing into a lower-margin Tranche B-6 facility. At June 30, 2026, the company held 550,381 in cash and had total debt, net of issuance costs, of 2,190,760. Tangible Equity Units continued to amortize and 2,526,146 units were converted into common stock, while the company also repurchased 120,000 of common stock during the first half.
BrightSpring Health Services reported strong results for the quarter ended June 30, 2026. Total revenues were $3,873,140 (in thousands), up from $3,147,698, and gross profit rose to $492,746 (in thousands). Operating income increased to $130,391 (in thousands), with income from continuing operations of $86,604 (in thousands) and diluted EPS of $0.38 versus $0.13 a year earlier.
Adjusted EBITDA reached $205,505 (in thousands), compared with $142,517, supported by both segments. In Pharmacy Solutions, prescriptions were stable while revenue per script increased to $314.20 from $257.11 and gross profit per script to $27.50 from $21.54. Provider Services’ home health care average daily census grew to 46,448 from 30,085.
The company increased full-year 2026 guidance to revenues of $15,100 million to $15,425 million and total Adjusted EBITDA of $820 million to $845 million, excluding the Community Living business. Management expects the Amedisys and LHC branches acquisition to contribute about $35 million of Adjusted EBITDA in 2026.