Alta Fox Capital Increases Stake in BrightSpring Health Services
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3 days ago
0mins
Should l Buy BTSG?
Source: Fool
- Stake Increase: Alta Fox Capital Management disclosed a purchase of 776,975 shares of BrightSpring Health Services in Q4 2026, with an estimated transaction value of $26.06 million, indicating strong confidence in the company's growth prospects.
- 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.
- Financial Performance: BrightSpring generated $3.33 billion in revenue in Q3, a 28% year-over-year increase, with adjusted EBITDA rising 37% to $160 million, and net income swinging to $37.5 million from a loss a year earlier, demonstrating robust profitability and growth potential.
- 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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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.
Braidwell Initiates Position in BrightSpring Health Services
- 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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- Star Rating Improvement: Since partnering with WellSky in 2023, the percentage of Adoration locations achieving a CMS Home Health Star Rating of 4 or higher has surged from 21.7% and is projected to reach 90% by 2026, which will enhance reimbursement and performance security for the organization.
- AI Technology Integration: WellSky is innovating its coding, billing, and accounts receivable workflows through the integration of SkySense AI™, helping post-acute care clients improve service quality and operational efficiency, thereby strengthening their competitive position in the market.
- Industry Trust: WellSky is trusted by the majority of the nation’s largest home health providers to support critical coding and revenue cycle workflows, reflecting its commitment to driving high-quality performance in complex value-based care environments.
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Alta Fox Capital Increases Stake in BrightSpring Health Services
- Stake Increase: Alta Fox Capital Management disclosed a purchase of 776,975 shares of BrightSpring Health Services in Q4 2026, with an estimated transaction value of $26.06 million, indicating strong confidence in the company's growth prospects.
- 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.
- Financial Performance: BrightSpring generated $3.33 billion in revenue in Q3, a 28% year-over-year increase, with adjusted EBITDA rising 37% to $160 million, and net income swinging to $37.5 million from a loss a year earlier, demonstrating robust profitability and growth potential.
- 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.
See More
Alta Fox Acquires $44 Million Stake in Resideo Technologies
- New Investment Position: Alta Fox Capital Management disclosed a new position in Resideo Technologies by acquiring 1,266,700 shares in Q4 2026, with an estimated transaction value of $44.49 million, indicating strong confidence in the company's future prospects.
- Significant Asset Allocation: This acquisition accounts for 9.57% of Alta Fox's 13F reportable assets, reflecting the fund's preference for concentrated investment strategies, which may further enhance Resideo's market performance.
- Strong Financial Performance: Resideo reported $1.86 billion in revenue for Q3, a year-over-year increase of approximately 2%, while net income surged to $156 million, up 680%, showcasing a remarkable improvement in profitability.
- Positive Future Outlook: The company updated its 2025 revenue guidance to between $7.43 billion and $7.47 billion, coupled with ongoing gross margin expansion, indicating strong competitive positioning and growth potential in the market.
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- Stable Solvency: As of the end of Q2 fiscal 2026, Prestige Consumer reported no short-term debt and cash equivalents of $119 million, indicating a robust financial position that helps mitigate risks from economic fluctuations.
- Cost Pressure Challenges: Despite facing approximately $5 million in tariff costs and supply chain disruptions, Prestige Consumer is proactively implementing cost-saving measures and tactical pricing strategies to offset these impacts, ensuring sustained profitability.
See More
Braidwell Initiates Position in BrightSpring Health Services
- 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.
See More
WellSky Expands Partnership with Adoration for Enhanced Home Health Services
- Partnership Expansion: WellSky has expanded its collaboration with Adoration Home Health by extending clinical coding and documentation advisory services, aiming to enhance the quality of post-acute care technology and services, which is expected to significantly improve patient care experiences.
- Star Rating Improvement: Since partnering with WellSky in 2023, the percentage of Adoration locations achieving a CMS Home Health Star Rating of 4 or higher has surged from 21.7% and is projected to reach 90% by 2026, which will enhance reimbursement and performance security for the organization.
- AI Technology Integration: WellSky is innovating its coding, billing, and accounts receivable workflows through the integration of SkySense AI™, helping post-acute care clients improve service quality and operational efficiency, thereby strengthening their competitive position in the market.
- Industry Trust: WellSky is trusted by the majority of the nation’s largest home health providers to support critical coding and revenue cycle workflows, reflecting its commitment to driving high-quality performance in complex value-based care environments.
See More
US Stocks Bounce Back Led by ASML, Micron, and Nvidia
- Market Bounce: The stock market extended its bounce, led by ASML, Micron, and Nvidia, indicating a gradual recovery in investor confidence towards tech stocks, although the overall market still faces resistance.
- S&P 500 Resistance: The S&P 500 index encountered technical resistance during the rebound, suggesting potential short-term adjustment pressures, prompting investors to proceed with caution.
- Earnings Expectations: Walmart's upcoming earnings report is highly anticipated, with the market closely watching its performance, which could significantly impact the overall retail sector trends and influence investor sentiment and market direction.
- Tech Stock Performance: The strong performance of ASML, Micron, and Nvidia not only propelled the market rebound but may also attract more capital into tech stocks, intensifying competition and innovation within the industry.
See More
Alta Fox Capital Increases Stake in BrightSpring Health Services
- Stake Increase: Alta Fox Capital Management disclosed a purchase of 776,975 shares of BrightSpring Health Services in Q4 2026, with an estimated transaction value of $26.06 million, indicating strong confidence in the company's growth prospects.
- 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.
- Financial Performance: BrightSpring generated $3.33 billion in revenue in Q3, a 28% year-over-year increase, with adjusted EBITDA rising 37% to $160 million, and net income swinging to $37.5 million from a loss a year earlier, demonstrating robust profitability and growth potential.
- 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.
See More
Alta Fox Acquires $44 Million Stake in Resideo Technologies
- New Investment Position: Alta Fox Capital Management disclosed a new position in Resideo Technologies by acquiring 1,266,700 shares in Q4 2026, with an estimated transaction value of $44.49 million, indicating strong confidence in the company's future prospects.
- Significant Asset Allocation: This acquisition accounts for 9.57% of Alta Fox's 13F reportable assets, reflecting the fund's preference for concentrated investment strategies, which may further enhance Resideo's market performance.
- Strong Financial Performance: Resideo reported $1.86 billion in revenue for Q3, a year-over-year increase of approximately 2%, while net income surged to $156 million, up 680%, showcasing a remarkable improvement in profitability.
- Positive Future Outlook: The company updated its 2025 revenue guidance to between $7.43 billion and $7.47 billion, coupled with ongoing gross margin expansion, indicating strong competitive positioning and growth potential in the market.
See More
Prestige Consumer Acquires Pillar5 Pharma to Expand Eye Care Product Line
- E-Commerce Growth: Prestige Consumer reported double-digit consumption growth in e-commerce channels, with online sales representing up to 20% of total sales in fiscal 2025, reflecting the success of its digital strategies and enhancing market competitiveness.
- Acquisition Fuels Growth: The company announced the acquisition of Pillar5 Pharma, expected to close in Q3 of fiscal 2026, which will enhance supply capabilities in the eye care category, securing near-term supply and expanding long-term production capacity, thereby diversifying its product portfolio.
- Stable Solvency: As of the end of Q2 fiscal 2026, Prestige Consumer reported no short-term debt and cash equivalents of $119 million, indicating a robust financial position that helps mitigate risks from economic fluctuations.
- Cost Pressure Challenges: Despite facing approximately $5 million in tariff costs and supply chain disruptions, Prestige Consumer is proactively implementing cost-saving measures and tactical pricing strategies to offset these impacts, ensuring sustained profitability.
See More
