Solel Partners Reduces Stake in Brightstar Lottery
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 20 2026
0mins
Should l Buy BRSL?
Source: Fool
- Share Reduction Details: Solel Partners disclosed a sale of 624,800 shares of Brightstar Lottery in Q4 2026, with an estimated transaction value of $10.18 million, indicating a potential decrease in confidence in the company.
- Position Value Change: By quarter-end, the remaining stake in Brightstar was valued at $43.27 million, reflecting a $15.73 million decrease due to both the share sale and market price fluctuations, highlighting the impact of external market conditions.
- Portfolio Adjustment: This reduction lowered Brightstar's share to approximately 7% of Solel's reportable assets, while the top holdings remain heavily weighted in healthcare and financial sectors, suggesting a strategic resizing rather than a complete exit from the lottery investment thesis.
- Company Financial Performance: Brightstar Lottery reported a solid Q3 with revenue increasing by 7% to $629 million and adjusted EBITDA rising 11% to $294 million, showcasing strong cash flows from its core lottery operations despite a 26% decline in stock price over the past year, emphasizing its growth potential in regulated markets.
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Analyst Views on BRSL
Wall Street analysts forecast BRSL stock price to rise
3 Analyst Rating
1 Buy
2 Hold
0 Sell
Moderate Buy
Current: 13.290
Low
18.00
Averages
19.33
High
21.00
Current: 13.290
Low
18.00
Averages
19.33
High
21.00
About BRSL
Brightstar Lottery PLC, formerly International Game Technology PLC, is a global lottery company. The Company provides integrated solution OMNIA, that unites retail and digital lottery channels. Its technology solutions include retail solutions, digital solutions, and systems. Its retail terminals support all types of retailers with the camera technology in the smallest footprint, which includes Retail Terminals, Self-Service Vending, In-Lane Lottery Solutions, and LotteryLink. Its Retail Terminals include Retailer Pro S2 Lottery Terminal, Retailer Select Lottery Terminal, Retailer Vue Lottery Terminal, and Retailer to Go S2. Its Self-Service Vending includes GameTouch 28, GameTouch 20, and GameTouch Draw S2. Its digital solutions include Web and mobile solutions, digital systems and data platforms. Its lottery solution is a suite of lottery products and applications. Its instant ticket services are suppliers of instant games and 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.
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- Global Sustainability Yearbook: The inclusion of Brightstar in the 2026 S&P Global Sustainability Yearbook reflects the company's ongoing commitment to sustainability, highlighting its influence and responsibility in the global lottery market.
- Strategic Commitment: Wendy Montgomery, SVP of Branding, Communications, and Sustainability, emphasized Brightstar's dedication to integrating sustainable practices into its corporate identity, ensuring stakeholder needs are met while promoting a sustainable future.
- Industry Impact: As a global leader in the lottery industry serving nearly 90 lottery customers and employing approximately 6,000 people, Brightstar's sustainability performance sets a new benchmark for the industry, encouraging other companies to enhance their sustainability efforts.
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- Certification Program Expansion: By funding the IPGGC, Brightstar will enhance the Global Gambling Counselor Certification and the new Collegiate Counselors Gambling Certification, which is expected to improve the training quality of problem gambling professionals and enhance support for affected individuals.
- Commitment to Sustainability: This funding is a core part of Brightstar's Sustainable Play program, demonstrating the company's dedication to integrating responsible gaming into its operations, which will further enhance its brand image and attract more customers.
- Global Influence Enhancement: This initiative not only boosts Brightstar's reputation in the lottery industry but also promotes responsible gaming practices globally through collaboration with the IPGGC, aiming to reduce gambling-related harms and align with the company's long-term strategic goals.
See More
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- Earnings Per Share Increase: The company achieved an EPS of $0.36, surpassing estimates by $0.04, which highlights improved profitability and boosts investor confidence in future performance.
- Same-Store Sales Growth: Same-store sales rose by 3.5% year-over-year, driven by increased US multistate jackpot activity and strong iLottery performance, demonstrating sustained growth in core business areas and strong market demand.
- Optimistic Future Outlook: Management anticipates fiscal 2026 revenue between $2.50 billion and $2.55 billion, with adjusted EBITDA expected to range from $1.16 billion to $1.19 billion, reflecting confidence in future growth and clear strategic planning.
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- Financial Transparency: The report includes audited financial statements for the year ended December 31, 2025, providing detailed insights into the company's financial health, which aids investors in assessing operational performance and future potential.
- Customer Service Commitment: Brightstar pledges to provide all security holders with a hard copy of its 2025 Annual Report free of charge, reflecting the company's emphasis on transparency and customer service, thereby strengthening trust with investors.
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See More
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- Financial Transparency: The report includes audited financial statements for the year ended December 31, 2025, providing a detailed view of the company's financial condition, which aids investors in assessing Brightstar's operational performance and future potential.
- Customer Service Commitment: Brightstar promises to provide all security holders with a free hard copy of its 2025 Annual Report, reflecting the company's emphasis on transparency and customer service, thereby strengthening its relationship with investors.
- Global Influence: As a leading global lottery company, Brightstar serves nearly 90 lottery customers across six continents, showcasing its strong influence and market leadership in the lottery industry.
See More
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- Yield Performance: The forward yield of 6.78% not only attracts income-seeking investors but also enhances the stock's market appeal, potentially driving an increase in share price as the company demonstrates its commitment to shareholder returns.
- Dividend Payment Schedule: The dividend is payable on March 24, with a record date of March 10 and an ex-dividend date also set for March 10, ensuring that shareholders receive their returns promptly, which underscores the company's focus on shareholder value.
- Market Reaction Expectations: With the dividend increase, market attention on International Game Technology is likely to rise, and investors will closely monitor the upcoming Q4 2025 earnings report to assess the company's future profitability and growth potential.
See More
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- Sustainability Score: Brightstar Lottery achieved a score of 56 in the 2025 S&P Corporate Sustainability Assessment, nearly double the industry average of 31, showcasing its exceptional performance in sustainability and reinforcing its leadership in the lottery sector.
- Global Sustainability Yearbook: The inclusion of Brightstar in the 2026 S&P Global Sustainability Yearbook reflects the company's ongoing commitment to sustainability, highlighting its influence and responsibility in the global lottery market.
- Strategic Commitment: Wendy Montgomery, SVP of Branding, Communications, and Sustainability, emphasized Brightstar's dedication to integrating sustainable practices into its corporate identity, ensuring stakeholder needs are met while promoting a sustainable future.
- Industry Impact: As a global leader in the lottery industry serving nearly 90 lottery customers and employing approximately 6,000 people, Brightstar's sustainability performance sets a new benchmark for the industry, encouraging other companies to enhance their sustainability efforts.
See More
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- Industry First Donation: Brightstar Lottery becomes the first lottery supplier to fund the International Problem Gambling and Gaming Certification Organization (IPGGC), directly supporting the expansion of global gambling counselor certification programs, thereby showcasing its leadership in responsible gaming.
- Certification Program Expansion: By funding the IPGGC, Brightstar will enhance the Global Gambling Counselor Certification and the new Collegiate Counselors Gambling Certification, which is expected to improve the training quality of problem gambling professionals and enhance support for affected individuals.
- Commitment to Sustainability: This funding is a core part of Brightstar's Sustainable Play program, demonstrating the company's dedication to integrating responsible gaming into its operations, which will further enhance its brand image and attract more customers.
- Global Influence Enhancement: This initiative not only boosts Brightstar's reputation in the lottery industry but also promotes responsible gaming practices globally through collaboration with the IPGGC, aiming to reduce gambling-related harms and align with the company's long-term strategic goals.
See More
Brightstar Lottery PLC Reports Q4 2025 Results Exceeding Expectations
- Strong Financial Performance: Brightstar Lottery PLC reported Q4 2025 revenue of $668 million, reflecting a 2.61% year-over-year growth that exceeded expectations by $4.57 million, indicating robust market performance and growth potential.
- Earnings Per Share Increase: The company achieved an EPS of $0.36, surpassing estimates by $0.04, which highlights improved profitability and boosts investor confidence in future performance.
- Same-Store Sales Growth: Same-store sales rose by 3.5% year-over-year, driven by increased US multistate jackpot activity and strong iLottery performance, demonstrating sustained growth in core business areas and strong market demand.
- Optimistic Future Outlook: Management anticipates fiscal 2026 revenue between $2.50 billion and $2.55 billion, with adjusted EBITDA expected to range from $1.16 billion to $1.19 billion, reflecting confidence in future growth and clear strategic planning.
See More
Brightstar Lottery PLC Files 2025 Annual Report with SEC
- Annual Report Filing: Brightstar Lottery PLC filed its 2025 Annual Report with the SEC on February 24, 2025, in compliance with Section 203.01 of the NYSE Listed Company Manual, ensuring regulatory adherence and bolstering investor confidence.
- Financial Transparency: The report includes audited financial statements for the year ended December 31, 2025, providing detailed insights into the company's financial health, which aids investors in assessing operational performance and future potential.
- Customer Service Commitment: Brightstar pledges to provide all security holders with a hard copy of its 2025 Annual Report free of charge, reflecting the company's emphasis on transparency and customer service, thereby strengthening trust with investors.
- Global Market Position: As a leading global lottery company, Brightstar serves nearly 90 lottery customers across six continents, showcasing its significant influence and leadership position within the lottery industry.
See More
Brightstar Lottery Files 2025 Annual Report with SEC
- Annual Report Filing: Brightstar Lottery PLC filed its 2025 Annual Report with the SEC on February 24, 2025, in compliance with Section 203.01 of the NYSE Listed Company Manual, ensuring regulatory compliance and enhancing investor confidence.
- Financial Transparency: The report includes audited financial statements for the year ended December 31, 2025, providing a detailed view of the company's financial condition, which aids investors in assessing Brightstar's operational performance and future potential.
- Customer Service Commitment: Brightstar promises to provide all security holders with a free hard copy of its 2025 Annual Report, reflecting the company's emphasis on transparency and customer service, thereby strengthening its relationship with investors.
- Global Influence: As a leading global lottery company, Brightstar serves nearly 90 lottery customers across six continents, showcasing its strong influence and market leadership in the lottery industry.
See More
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- Quarterly Dividend Increase: International Game Technology has declared a quarterly dividend of $0.23 per share, marking a 4.5% increase from the previous $0.22, which reflects the company's ongoing improvement in cash flow stability and profitability, thereby boosting investor confidence.
- Yield Performance: The forward yield of 6.78% not only attracts income-seeking investors but also enhances the stock's market appeal, potentially driving an increase in share price as the company demonstrates its commitment to shareholder returns.
- Dividend Payment Schedule: The dividend is payable on March 24, with a record date of March 10 and an ex-dividend date also set for March 10, ensuring that shareholders receive their returns promptly, which underscores the company's focus on shareholder value.
- Market Reaction Expectations: With the dividend increase, market attention on International Game Technology is likely to rise, and investors will closely monitor the upcoming Q4 2025 earnings report to assess the company's future profitability and growth potential.
See More
