Brookdale Senior Living Inc. (BKD)

Brookdale Senior Living's stock price has experienced several notable events in the past six months (November 2025 - May 2026). Occupancy reports showed consistent year-over-year gains. In February 2026, Brookdale announced Q4 2025 and full-year 2025 results, showing increased full-year 2025 RevPAR and improved Q4 2025 occupancy, also providing full-year 2026 guidance. Brookdale reported mixed performance for Q1 2026, with revenue falling short of forecasts but EPS meeting expectations. In March 2026, Brookdale refinanced a significant portion of its 2027 mortgage debt maturities. The company has been actively reshaping its portfolio, exiting over 100 communities since early 2025 to focus on higher-performing assets.

Demand for Brookdale Senior Living's products and services exhibits seasonality. The key selling season in senior housing typically runs from May through September. The first quarter generally experiences a seasonal decline in occupancy. Despite this typical seasonal softness, Brookdale reported that its first-quarter 2026 occupancy declined less than its historical seasonal average.

Brookdale Senior Living, Inc. is a leading operator of senior living communities in the United States, established in 1978 and headquartered in Brentwood, Tennessee. The company operates within the healthcare sector, focusing on retirement homes and assisted living, generating revenue through monthly resident fees for housing, care, and services. Brookdale offers independent living, assisted living and memory care, and continuing care retirement communities.

Brookdale Senior Living operates an extensive network of communities across 41 states in the United States. As of March 31, 2026, the company manages 568 communities, with a capacity to serve approximately 51,000 residents nationwide. While Brookdale has a broad national presence, its largest concentrations are in Florida, Texas, and California.

In the past year, Brookdale Senior Living has received positive recognition for its service quality. For the fifth consecutive year, Brookdale had the most communities recognized as "Best Senior Living" by U.S. News & World Report in their 2026 ratings. Many of Brookdale's communities also received "High Performing" accolades. The company also reported that net promoter scores reached post-pandemic highs, and associate and key leader turnover fell to their lowest levels since COVID-19 began.

Brookdale Senior Living Inc. has a diverse ownership structure, with institutional investors holding a significant majority. As of December 2025, institutional investors collectively held 99.8% of Brookdale Senior Living's outstanding shares. Wesley R. Edens is the largest individual shareholder, owning 50.59% of the company. Fortress Investment Holdings LLC also holds a significant stake of 37.89%.