Brookdale Senior Living Inc. (BKD)

Brookdale Senior Living's stock has experienced several notable events in the past six months. The company issued its Q3 2025 earnings, reporting an EPS of -$0.20, missing analysts' consensus estimates. Quarterly revenue was $813.17 million, also below the consensus estimate. Brookdale Senior Living's Q4 2025 earnings are estimated for Tuesday, February 17, 2026. The company recently provided guidance for 2025, projecting revenue of approximately $3.20 billion. The stock has seen significant positive momentum, surging 223.97% over the past year and recently breaking above its previous 52-week high. RBC Capital reiterated its "Outperform" rating and raised its price target to $17.00, naming Brookdale a "best idea" for 2026. Jefferies also raised its price target to $23, and BofA Securities increased its target to $15.50. Recent debt refinancing has eliminated near-term liquidity risk and locked in fixed rates.

Historically, the senior living industry experiences a decline in occupancy during the winter months. However, Brookdale Senior Living has recently demonstrated a counter-seasonal strength, outperforming this historical trend. The company's occupancy generally shows sequential increases in other quarters, with Q3 2025 weighted average consolidated occupancy increasing by 170 basis points sequentially.

Brookdale Senior Living, Inc. (BKD) is a prominent operator of senior living communities in the United States, focusing on medical care facilities and senior housing. Brookdale's service offerings include independent living, assisted living, memory care, and continuing care retirement communities (CCRCs). The company's portfolio is weighted higher in assisted living and memory care compared to the industry mix.

As of March 31, 2025, Brookdale Senior Living operates 647 communities across 41 states, serving approximately 58,000 residents. The company has been optimizing its physical footprint by selling unproductive locations or markets, allowing it to concentrate resources on high-margin properties.

In the past year, Brookdale Senior Living has been recognized externally for its workplace culture, leading clinical programming, and being a "best of" in hundreds of its local markets. The company emphasizes its mission of enriching the lives of seniors through compassionate care, clinical expertise, and exceptional service.

Ownership of Brookdale Senior Living Inc. is heavily concentrated among institutional holders, accounting for 98.97% of shares outstanding as of late 2025. Major institutional investors include Flat Footed (5.35% ownership), ANTIPODES PARTNERS (5.09% ownership), Deerfield Management Company, L.p. (4.90% ownership), and Wellington Management Group Llp (4.89% ownership). Insider ownership (executives and directors) stands at 0.79%, while the public/retail float is 0.24%.