Brookdale Senior Living (BKD)
Operates independent living, assisted living, memory care, and continuing care communities.
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Operates U.S. independent living, assisted living, memory care, and continuing care communities, generating revenue mainly from private-pay resident fees and smaller third-party management fees. Assisted living and memory care are the largest segment within a portfolio of owned, leased, and managed properties.
Operates independent living, assisted living, memory care, and continuing care retirement communities across much of the United States. The portfolio spans 541 communities, most owned and the rest leased or managed for property owners. Many locations combine service levels so residents can receive more support as their needs change.
Generates revenue chiefly from monthly resident fees paid privately; a smaller management business collects fees for operating third-party communities. Assisted living and memory care form the largest segment. A national support platform centralizes procurement, training, marketing, clinical programs, and emergency response while regional teams manage local occupancy, pricing, staffing, and care.
Results depend on occupancy, residents' ability to pay, workforce availability and retention, and ownership and lease economics. Care delivery and community operations are governed by state and local licensing, staffing, safety, resident-rights, privacy, and employment rules.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 11, 2026 | Barclays | Reiterate | Rating: —Target: $18 | Target: $17 |
| Jun 15, 2026 | Compass Point | Target | Target: — | Target: $22 |
| Apr 8, 2026 | Stephens | Target | Target: — | Target: $18 |
| Feb 3, 2026 | Barclays | Reiterate | Rating: —Target: $15 | Target: $18 |
| Jan 29, 2026 | RBC Capital | Reiterate | Rating: —Target: $13 | Target: $17 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $390.3M · Total debt $1.29B · Total assets $5.90B · Shareholders' equity −$29.0M
- Revenue
- $718.6M
- Operating income
- $85.2M
- Net income
- $23.3M
No dividends on record.
| Institutions | ≈ 112.33% | 268.25M shares | |
|---|---|---|---|
| 308 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 6.28% | 15.00M shares | |
| 20 holders · as of Jul 30, 2026 | |||
| Strategic holders | 10.34% | 24.70M shares | |
| 2 holders · as of Aug 5, 2020 | |||
| Adds to | 128.95% | ||
238.82M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 128.95%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 9.90% | 23.65M | as of Jun 30, 2026 |
Ventas, Inc.Strategic | 6.83% | 16.30M | filed Aug 5, 2020 |
WCM Investment Management, LLCInstitution | 6.05% | 14.45M | as of Jun 30, 2026 |
Deerfield Management Company, L.P. (Series C)Institution | 4.87% | 11.64M | as of Jun 30, 2026 |
Antipodes Partners LtdInstitution | 4.64% | 11.09M | as of Jun 30, 2026 |
Insider tradesForm 4
No open-market trades in the last 12 months.
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- American Healthcare REIT
Healthcare REIT with SHOP and senior-care campuses
- National HealthCare
Senior health-care operator with AL, IL, and SNF overlap
- The Ensign Group
Post-acute operator with smaller senior-living overlap
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Brookdale Senior Living | $11.43 | +0.40% | $2.72B | — | 527.3 | 0.9 | −11.6% |
| Sonida Senior Living | $38.42 | +0.79% | $1.81B | — | — | 3.4 | +122.0% |
| Welltower | $230.79 | −0.85% | $167.72B | 123.2 | 83.3 | 13.3 | +39.1% |
| Ventas | $86.98 | −0.06% | $42.31B | 161.2 | 120.4 | 6.6 | +21.7% |
| Diversified Healthcare Trust | $8.07 | −0.62% | $1.97B | — | — | 1.3 | −4.5% |
| American Healthcare REIT | $51.92 | −0.73% | $10.81B | 76.9 | 74.6 | 4.3 | +23.7% |
| National HealthCare | $221.29 | −0.91% | $3.49B | 25.1 | — | 2.2 | +9.4% |
| The Ensign Group | $176.67 | +1.26% | $10.17B | 27.3 | 21.5 | 1.9 | +17.3% |
| Median | 76.9 | 78.9 | 3.4 | +21.7% |