Brookdale Senior Living Inc. (BKD)

Brookdale Senior Living's stock price has seen significant movement over the past six months, increasing by 98.93% from November 27, 2024, to November 26, 2025. Key events impacting the stock include occupancy growth, strategic realignment and financial improvements, and the appointment of a new Chief Operating Officer. The company reported strong occupancy figures, with March 2025 weighted average occupancy increasing 160 basis points year-over-year to 79.5%. The company's 2024 annual report highlighted significant operational progress, including growing profitable occupancy and revenue per available room (RevPAR). In November 2025, Brookdale announced the appointment of a new Chief Operating Officer.

Brookdale's senior housing business typically experiences some seasonality, with occupancy tending to decline in the first quarter of the year. However, recent performance indicates a shift from typical seasonal trends, with Brookdale reporting "counter-seasonal strength" in March 2025. The first quarter of 2025 also showed significantly better-than-normal seasonality for weighted average occupancy. Looking ahead, the aging baby boomer generation is expected to drive increased demand for senior living facilities.

Brookdale Senior Living, Inc. is a leading operator of senior living communities in the United States, operating within the Healthcare sector, specifically in the Healthcare Providers & Services and Retirement Communities industries. The company aims to enrich the lives of seniors by providing compassionate care, clinical expertise, and exceptional service. Brookdale offers independent living for seniors seeking a residential setting without homeownership responsibilities. They also provide assisted living with 24-hour assistance, specialized memory care for residents with dementia, continuing care retirement communities (CCRCs) offering a continuum of care, and skilled nursing services within their CCRC segment.

As of March 31, 2025, Brookdale Senior Living operates 647 communities across 41 states, with the capacity to serve approximately 58,000 residents. As of December 31, 2023, the company operated 652 communities in 41 states, capable of serving around 59,000 residents. The company has a high concentration of communities in states such as California, Florida, and Texas.

Brookdale Senior Living has consistently received positive recognition for its communities, being recognized by U.S. News & World Report for having the most communities on its "Best Senior Living List" for four consecutive years from 2022 to 2025. In 2025, many of its communities also received "High Performing" accolades in key areas based on consumer satisfaction surveys. The company was also named one of Newsweek's Top 200 America's Most Loved Workplaces in 2024 and received the 2024 Prism Award for social stewardship in Alzheimer's advocacy. However, the company's reputation faced challenges in 2021 due to allegations of manipulated data and a lawsuit accusing Brookdale of manipulating the federal government's nursing-home ratings system.

Brookdale Senior Living Inc. has a significant institutional ownership presence, with 415 institutional owners and shareholders holding a total of 259,042,480 shares. Major institutional shareholders include BlackRock, Inc., Vanguard Group Inc, Flat Footed LLC, ANTIPODES PARTNERS Ltd, Deerfield Management Company, L.p. (series C), Wellington Management Group Llp, Morgan Stanley, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, Renaissance Technologies Llc, and Carronade Capital Management, LP. Wesley R. Edens is the largest individual shareholder, owning 120.29 million shares, representing 50.61% of the company. Fortress Investment Holdings LLC also holds a significant insider stake.