Brookdale Reports December 2025 Occupancy
Rhea-AI Summary
Brookdale Senior Living (NYSE: BKD) reported December 2025 and fourth-quarter occupancy results on Jan. 12, 2026. Consolidated weighted average occupancy was 82.5% for the fourth quarter, a sequential increase of 70 basis points from Q3 2025 and a 310 basis point year‑over‑year gain. December month‑end consolidated weighted occupancy was 82.4%, up 310 basis points year‑over‑year and 30 basis points sequentially, while sequential weighted average occupancy fell only 10 basis points (better than the typical ~30 basis‑point seasonal decline). Brookdale operates 584 communities across 41 states serving about 51,000 residents as of Dec. 31, 2025.
Positive
- Consolidated weighted average occupancy of 82.5% in Q4 2025
- Occupancy growth of 310 basis points YoY for December and Q4
- December month‑end occupancy up 30 basis points sequentially
- Sequential decline of only 10 basis points, better than historical ~30 bps seasonal drop
- Operating scale: 584 communities across 41 states serving ~51,000 residents
Negative
- None.
News Market Reaction
On the day this news was published, BKD gained 0.45%, reflecting a mild positive market reaction.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Market Reality Check
Peers on Argus
BKD was down 1.7% while peers were mixed: NHC up 0.99%, ARDT, AVAH, PIII, and GRDN down between 1.88% and 6.34%, indicating stock-specific rather than unified sector action.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Dec 08 | Occupancy update | Positive | -1.0% | Reported November 2025 occupancy with solid year-over-year improvement. |
| Nov 18 | Management change | Positive | -0.8% | Named experienced executive as Chief Operating Officer effective December 1, 2025. |
| Nov 11 | Corporate philanthropy | Positive | +3.0% | Announced $30,000 donation to Folds of Honor supporting scholarships. |
| Nov 06 | Q3 2025 earnings | Positive | -1.7% | Reported higher occupancy, EBITDA growth, and increased 2025 Adjusted EBITDA guidance. |
| Oct 22 | Earnings scheduling | Neutral | +0.2% | Set dates for Q3 2025 earnings release and investor conference call. |
Recent fundamentally positive updates, including occupancy gains and guidance increases, often coincided with flat-to-negative next-day price moves, indicating a tendency toward cautious or fading reactions.
Over the last few months, Brookdale reported improving fundamentals, with Q3 2025 occupancy rising to 81.8% and Adjusted EBITDA up 20.4% to $111.1M, alongside raised full-year guidance to $455M–$460M. Subsequent monthly occupancy updates showed continued year-over-year gains above 300 basis points. Management changes were highlighted with the appointment of a new COO effective Dec. 1, 2025. Despite these developments, several of these announcements were followed by modest negative price reactions, framing today’s strong December 2025 occupancy as part of an ongoing improvement trend the market has treated cautiously.
Market Pulse Summary
This announcement highlights continued operational momentum, with Q4 2025 consolidated weighted average occupancy of 82.5%, up 70 basis points sequentially and 3102025 occupancy of 82.4% and a 30-basis-point month-end improvement came in better than typical seasonal patterns. Placed alongside recent guidance increases and portfolio activity, the update underscores a focus on utilization and cash-flow expansion. Investors may watch subsequent monthly occupancy, rate trends, and any changes in cost structure or capital allocation.
Key Terms
consolidated weighted average occupancy technical
basis point financial
forward-looking statements regulatory
Form 10-K regulatory
Form 10-Q regulatory
AI-generated analysis. Not financial advice.
Strong month-end occupancy provides a solid entry point and momentum for 2026
Fourth Quarter and December 2025 Occupancy Observations
- Fourth quarter occupancy results:
- Consolidated weighted average occupancy of
82.5% represents a 70 basis point increase over the third quarter of 2025, accelerating from prior year growth; consolidated weighted average occupancy grew 310 basis points year-over-year.
- Consolidated weighted average occupancy of
- December consolidated occupancy results:
- Weighted average occupancy of
82.4% increased 310 basis points year-over-year and month-end occupancy increased 30 basis points sequentially, each impacted by strong December move-in and move-out activity that was significantly better than historical monthly trends for December. - Sequential weighted average occupancy decreased 10 basis points, which is better than the historical seasonal trend of an approximate 30 basis point decline.
- Weighted average occupancy of
About Brookdale Senior Living
Brookdale Senior Living Inc. is the nation's premier operator of senior living communities. With 584 communities across 41 states and the ability to serve approximately 51,000 residents as of December 31, 2025, Brookdale is committed to its mission of enriching the lives of seniors through compassionate care, clinical expertise, and exceptional service. The Company, through its affiliates, operates independent living, assisted living, memory care, and continuing care retirement communities, offering tailored solutions that help empower seniors to live with dignity, connection, and purpose. Leveraging deep expertise in healthcare, hospitality, and real estate, Brookdale creates opportunities for wellness, personal growth, and meaningful relationships in settings that feel like home. Guided by its four cornerstones of passion, courage, partnership, and trust, Brookdale is committed to delivering exceptional value and redefining senior living for a brighter, healthier future. Brookdale's stock trades on the New York Stock Exchange under the ticker symbol BKD. For more information, visit brookdale.com or connect with Brookdale on Facebook or YouTube.
SAFE HARBOR
Certain statements in this press release may constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements are subject to various risks and uncertainties and include all statements that are not historical statements of fact and those regarding the Company's intent, belief or expectations. Forward-looking statements are generally identifiable by use of forward-looking terminology such as "may, ""will," "should," "could," "would," "potential," "intend," "expect," "endeavor," "seek," "anticipate, ""estimate," "believe," "project," "predict," "continue," "plan," "target," or other similar words or expressions, and include statements regarding the Company's expected financial and operational results. These forward-looking statements are based on certain assumptions and expectations, and the Company's ability to predict results or the actual effect of future plans or strategies is inherently uncertain. Although the Company believes that expectations reflected in any forward-looking statements are based on reasonable assumptions, it can give no assurance that its assumptions or expectations will be attained and actual results and performance could differ materially from those projected. Factors which could have a material adverse effect on the Company's operations and future prospects or which could cause events or circumstances to differ from the forward-looking statements include, but are not limited to, the risks detailed from time to time in the Company's filings with the Securities and Exchange Commission ("SEC"), including those set forth in the Company's Annual Report on Form 10-K and Quarterly Reports on Form 10-Q. When considering forward-looking statements, you should keep in mind the risk factors and other cautionary statements in such SEC filings. Readers are cautioned not to place undue reliance on any of these forward-looking statements, which reflect management's views as of the date of this press release. The Company cannot guarantee future results, levels of activity, performance or achievements, and, except as required by law, it expressly disclaims any obligation to release publicly any updates or revisions to any forward-looking statements contained in this press release to reflect any change in the Company's expectations with regard thereto or change in events, conditions, or circumstances on which any statement is based.
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SOURCE Brookdale Senior Living Inc.
FAQ
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