KinderCare Learning Companies Inc. (KLC) Stock Rises on Q1 2026 Earnings

KinderCare Learning Companies Inc. (KLC) reported results for Q1 2026.

Revenue: $672.5 million (up 0.64% year‑over‑year).

Gross profit: $121.6 million (down 20.03% year‑over‑year).

Operating loss: -$272.1 million (down 657.07% year‑over‑year).

Net loss attributable to common shareholders: -$289.8 million (down 1,469.91% year‑over‑year).

Diluted earnings per share: -$2.45 (down 1,461.11% year‑over‑year).

Cash flow and investment highlights:

Cash from operating activities: $31.1 million (down 68.45% year‑over‑year).

Purchases of property, plant and equipment: $30.0 million (up 28.36% year‑over‑year).

Balance sheet, cost and market context:

Cash and cash equivalents: $132.9 million (up 1.2% year‑over‑year).

Cost of sales: $550.9 million (up 6.73% year‑over‑year).

Total liabilities: $3.0 billion (up 4.85% year‑over‑year).

Consensus revenue estimate: $675.9 million; company reported slightly below that mark.

Consensus EPS estimate: -$0.01.

Despite modest revenue growth, KinderCare (KLC) saw substantial margin compression and deepening losses in Q1 2026, with operating and net losses in the high hundreds of millions; cash on hand remained roughly flat while liabilities sit near $3.0 billion. The stock moved +4.81% since market close.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

KinderCare Learning Companies Inc. Insider Trading Activity

KinderCare Learning Companies Inc. insiders have traded $KLC stock on the open market 3 times in the past 6 months. Of those trades, 3 have been purchases and 0 have been sales.

Here’s a breakdown of recent trading of $KLC stock by insiders over the last 6 months:

JOHN T. WYATT (Chief Executive Officer) has made 2 purchases buying 494,118 shares for an estimated $998,721 and 0 sales.
MICHAEL NUZZO purchased 25,000 shares for an estimated $55,500

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

KinderCare Learning Companies Inc. Hedge Fund Activity

We have seen 72 institutional investors add shares of KinderCare Learning Companies Inc. stock to their portfolio, and 64 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

BANK OF MONTREAL /CAN/ removed 4,628,208 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $10,182,057
BROWN ADVISORY INC removed 3,694,485 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $15,960,175
J. GOLDMAN & CO LP removed 1,292,266 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $5,582,589
ALYESKA INVESTMENT GROUP, L.P. removed 1,084,240 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $4,683,916
AMERIPRISE FINANCIAL INC added 1,012,493 shares (+101.5%) to their portfolio in Q4 2025, for an estimated $4,373,969
AMERICAN CENTURY COMPANIES INC added 694,250 shares (+15.7%) to their portfolio in Q4 2025, for an estimated $2,999,160
JANE STREET GROUP, LLC added 562,097 shares (+1939.5%) to their portfolio in Q1 2026, for an estimated $1,236,613

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

KinderCare Learning Companies Inc. Price Targets

Multiple analysts have issued price targets for $KLC recently. We have seen 6 analysts offer price targets for $KLC in the last 6 months, with a median target of $2.7.

Here are some recent targets:

Jeffrey Silber from BMO Capital set a target price of $4.0 on 03/16/2026
Manav Patnaik from Barclays set a target price of $2.0 on 03/16/2026
George Tong from Goldman Sachs set a target price of $2.9 on 03/16/2026
Jeffrey Meuler from Baird set a target price of $1.5 on 03/13/2026
Toni Kaplan from Morgan Stanley set a target price of $2.5 on 03/13/2026
Joshua Chan from UBS set a target price of $3.0 on 03/13/2026