Brookdale Senior Living (BKD)

• Market cap: $1.86B
• 1 day: 3.85%
• 5 days: 6.11%
• 1 month: 6.54%
• 3 months: 14.33%
• 6 months: 28.2%
• Year to date: 54.55%
• 1 year: 15.85%
• 5 years: 181.29%
• 10 years: -71.21%
• Sector: Healthcare
• Industry: Medical Care Facilities

About: Brookdale Senior Living Inc operates senior living communities throughout the United States. The company has three reportable segments: Independent Living, Assisted Living and Memory Care, and Continuing Care Retirement Communities (CCRs). The majority of the revenue is generated from the Assisted Living and Memory Care segment, which offers housing and assistance with activities of daily living to its customers. The company generates revenue in the form of Resident Fees, which it receives in exchange for the services provided, and in the form of management fees from certain communities under contract in exchange for the management services provided.

Employees: 36,000

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

67% more funds holding in top 10

Funds holding in top 10: 3 [Q1] → 5 (+2) [Q2]

29% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 56

15% more capital invested

Capital invested by funds: $1.39B [Q1] → $1.61B (+$213M) [Q2]

11% more call options, than puts

Call options by funds: $5.23M | Put options by funds: $4.7M

3% less funds holding

Funds holding: 185 [Q1] → 179 (-6) [Q2]

12.8% less ownership

Funds ownership: 111.37% [Q1] → 98.57% (-12.8%) [Q2]

13% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 31

Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $8
• Avg. target: $8.5
• High target: $9

2 analyst ratings

• positive: 1 50%
• neutral: 1 50%
• negative: 0 0%

Barclays Steve Valiquette	$8	Equal-Weight Maintained	7 Aug 2025
RBC Capital Ben Hendrix	$9	Outperform Reiterated	9 Jul 2025