Brookdale Senior Living Inc. (BKD)

Over the past six months, Brookdale Senior Living's stock price increased by 120.77%, rising from $6.26 to $13.82. Brookdale reported that its consolidated weighted average occupancy for February 2026 increased by 280 basis points year-over-year to 82.1%. Brookdale announced its fourth-quarter and full-year 2025 results, reporting a net loss of $40 million in Q4 2025 and full-year 2025 revenue of approximately $3.2 billion. Brookdale introduced full-year 2026 guidance, projecting consolidated RevPAR growth of 8.0%–9.0% and Adjusted EBITDA of $502–516 million. Analyst sentiment is mixed but generally leans positive, with a "Moderate Buy" consensus rating and a consensus target price of $16.00.

Brookdale Senior Living's products and services exhibit demand seasonality. Historically, April has been the strongest month for BKD stock, while June tends to be the weakest month. Occupancy reports also reflect seasonal trends, such as the sequential monthly occupancy decline in February 2026.

Brookdale Senior Living, Inc. is a U.S.-based company in the senior living and healthcare services sector, specifically the retirement communities industry. It is the largest owner and operator of senior living communities in the United States, offering residential and supportive services like Independent Living, Assisted Living, Memory Care, and Continuing Care Retirement Communities. The company generates revenue primarily from resident fees and service charges.

Brookdale Senior Living operates a network of senior living communities across more than 40 states in the United States, with concentrations in the Southeast, Midwest, Southwest, and West Coast. The company's corporate headquarters is in Brentwood, Tennessee. As of February 28, 2026, Brookdale operates 577 communities and serves approximately 51,000 residents.

Brookdale Senior Living's brand reputation has been influenced by a class action settlement regarding financial abuse and ADA violations, a proxy fight with Ortelius Advisors, and positive recognition as a "Best Pet Workplace" and for its support of the Alzheimer's Association Walk to End Alzheimer's®.

Brookdale Senior Living Inc. has a diverse ownership structure, with institutional investors owning approximately 70.45% of the company's stock. Major institutional owners include BlackRock, Inc., Vanguard Group Inc, and Deerfield Management Company, L.p. Wesley R. Edens is the largest individual shareholder, owning 50.59% of the company. Fortress Investment Holdings LLC is also a significant insider owner.