Brookdale Senior Living
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
0
Funds holding %
of 7,323 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
65% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 20
33% more funds holding in top 10
Funds holding in top 10: 3 [Q4 2024] → 4 (+1) [Q1 2025]
26% more capital invested
Capital invested by funds: $1.12B [Q4 2024] → $1.41B (+$291M) [Q1 2025]
22% more repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 55
7.52% more ownership
Funds ownership: 105.39% [Q4 2024] → 112.9% (+7.52%) [Q1 2025]
6% more funds holding
Funds holding: 174 [Q4 2024] → 185 (+11) [Q1 2025]
75% less call options, than puts
Call options by funds: $397K | Put options by funds: $1.62M
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
Low target
$9
17%
upside
Avg. target
$9
17%
upside
High target
$9
17%
upside
1 analyst rating
1 positive
100%
0 neutral
0%
0 negative
0%
RBC Capital Ben Hendrix | 17%upside $9 | Outperform Reiterated | 9 Jul 2025 |
Financial journalist opinion
Based on 11 articles about BKD published over the past 30 days
Neutral
PRNewsWire
6 days ago
Brookdale Announces Second Quarter 2025 Earnings Release and Conference Call Dates
NASHVILLE, Tenn. , July 23, 2025 /PRNewswire/ -- Brookdale Senior Living Inc. (NYSE: BKD) plans to release its second quarter 2025 financial results after the market closes on Wednesday, August 6, 2025.
Neutral
Business Wire
1 week ago
Ortelius Comments on Results of Brookdale Senior Living Inc. Annual Meeting of Stockholders
NEW YORK--(BUSINESS WIRE)--Ortelius Advisors, L.P. (“Ortelius”) today issued the following statement in connection with its public campaign for change at Brookdale Senior Living Inc. (NYSE: BKD) (“Brookdale” or the “Company”), and the Company's Annual Meeting of Stockholders, which was held on July 11, 2025. Peter DeSorcy, Managing Member of Ortelius, said: “Ortelius' campaign served as an important catalyst for change at Brookdale, meaningfully impacting the Company's leadership and compositio.
Neutral
PRNewsWire
2 weeks ago
Brookdale Announces Shareholders Have Elected All Eight of the Company's Directors Based on Preliminary Results
NASHVILLE, Tenn. , July 11, 2025 /PRNewswire/ -- Brookdale Senior Living Inc. (NYSE: BKD) ("Brookdale" or the "Company") today announced that, based on the preliminary vote count of its proxy solicitor following the Company's 2025 Annual Meeting of Stockholders (the "Annual Meeting"), all eight of Brookdale's director nominees were elected to the Brookdale Board of Directors, with each receiving support from a majority of the shares outstanding.
Positive
Zacks Investment Research
2 weeks ago
Brookdale's Occupancy Registers a Rise to 80.5% in June 2025
BKD's June occupancy improves 230 bps year over year to 80.5%, driven by stronger move-ins and move-out activity across its senior living communities.
Neutral
PRNewsWire
3 weeks ago
Brookdale's Board Reminds Shareholders to Vote the BLUE Proxy Card "FOR" ONLY Brookdale's Eight Superior and Highly Qualified Director Nominees Ahead of this Friday's Annual Meeting
June Occupancy Shows Continued Momentum in Execution of Clear, Compelling and Effective Strategy Set by Recently Refreshed, Fit-for-Purpose Board Election of Even a Single Ortelius Nominee Would Risk Compromising Brookdale's Strong Forward Momentum NASHVILLE, Tenn. , July 8, 2025 /PRNewswire/ -- Brookdale Senior Living Inc. (NYSE: BKD) ("Brookdale" or the "Company") today reminds all Brookdale shareholders to vote the BLUE proxy card "FOR" ONLY Brookdale's eight superior and highly qualified director nominees in advance of the Company's upcoming 2025 Annual Meeting of Stockholders, scheduled to be held on July 11, 2025.
Neutral
PRNewsWire
3 weeks ago
Brookdale Reports June 2025 Occupancy
NASHVILLE, Tenn. , July 8, 2025 /PRNewswire/ -- Brookdale Senior Living Inc. (NYSE: BKD) reported today its consolidated occupancy for June 2025.
Neutral
Business Wire
3 weeks ago
Ortelius Issues Final Call to Action for Brookdale Senior Living Inc. Stockholders and Encourages a Vote for Urgent Change
NEW YORK--(BUSINESS WIRE)--Ortelius Advisors, L.P. (“Ortelius”) today issued the following open letter to fellow stockholders of Brookdale Senior Living Inc. (NYSE: BKD) (“Brookdale” or the “Company”), encouraging stockholders who have not yet voted to consider the current Board's abysmal performance, defensive tactics, dearth of responsibility, and questionable decision-making abilities. In its letter, Ortelius reaffirmed the need for urgent stockholder-driven change at Brookdale to restore ac.
Neutral
Business Wire
3 weeks ago
Ortelius Director Nominees Release Joint Letter to Brookdale Stockholders
NEW YORK--(BUSINESS WIRE)--Ortelius Advisors, L.P. (“Ortelius”) today announced that the six highly qualified individuals nominated by Ortelius for election to the Board of Directors (the “Board”) of Brookdale Senior Living Inc. (NYSE: BKD) (“Brookdale” or the “Company”) at the upcoming 2025 Annual Meeting of Stockholders released a joint letter to Brookdale stockholders. The full text of the letter can be found below and at www.ABetterBrookdale.com. Dear Brookdale Stockholders, We write to you.
Neutral
Business Wire
4 weeks ago
Glass Lewis Recommends Stockholders Vote for Change at Brookdale Senior Living Inc.
NEW YORK--(BUSINESS WIRE)--Ortelius Advisors, L.P. (“Ortelius”) today announced that a third leading independent proxy advisory firm, Glass, Lewis & Co. (“Glass Lewis”), has recommended that stockholders vote FOR the election of Ortelius nominees to the Brookdale Senior Living Inc. (NYSE: BKD) (“Brookdale” or “Company”) Board of Directors, on the WHITE Ortelius proxy card, at the upcoming 2025 Annual Meeting of Stockholders. The recommendation from Glass Lewis builds on supportive commentar.
Neutral
Business Wire
4 weeks ago
Egan-Jones Supports Case for Urgent Board Renewal at Brookdale Senior Living Inc. and Recommends a Vote FOR All Six Ortelius Nominees
NEW YORK--(BUSINESS WIRE)--Ortelius Advisors, L.P. (“Ortelius”) today announced that independent proxy advisory firm, Egan-Jones Ratings Company (“Egan-Jones”), has recommended that stockholders vote FOR the election of all six Ortelius nominees to the Brookdale Senior Living Inc. (NYSE: BKD) (“Brookdale” or “Company”) Board of Directors, on the WHITE Ortelius proxy card, at the upcoming 2025 Annual Meeting of Stockholders. The recommendation from Egan-Jones builds on supportive commentary alre.
Charts implemented using Lightweight Charts™