Brookdale Reports February 2026 Occupancy

Rhea-AI Summary

Brookdale Senior Living (NYSE: BKD) reported February 2026 occupancy metrics on March 9, 2026. Consolidated weighted average occupancy rose 280 basis points year-over-year to 82.1%, while sequential monthly occupancy fell 20 basis points, in line with normal seasonality. First quarter-to-date weighted occupancy is 82.2%, outperforming typical seasonal trends. On a same-community basis, weighted occupancy improved 160 basis points year-over-year to 82.6%, with a 30 basis point sequential decline from January.

Brookdale operates 577 communities across 41 states and can serve about 51,000 residents as of February 28, 2026.

Positive

• Weighted average occupancy +280 bps year-over-year to 82.1%
• Same-community occupancy +160 bps year-over-year to 82.6%
• First quarter-to-date occupancy 82.2% outperforming normal seasonality

Negative

• Sequential consolidated occupancy declined 20 bps month-over-month
• Sequential same-community occupancy declined 30 bps from January

News Market Reaction – BKD

-2.96%

9 alerts

-2.96% News Effect

-$108M Valuation Impact

$3.54B Market Cap

0.1x Rel. Volume

On the day this news was published, BKD declined 2.96%, reflecting a moderate negative market reaction. Our momentum scanner triggered 9 alerts that day, indicating moderate trading interest and price volatility. This price movement removed approximately $108M from the company's valuation, bringing the market cap to $3.54B at that time.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

Feb 2026 occupancy: 82.1% YoY occupancy change: 280 basis points Sequential occupancy change: 20 basis point decline +5 more

8 metrics

Feb 2026 occupancy 82.1% Consolidated weighted average occupancy, February 2026

YoY occupancy change 280 basis points Year-over-year increase in February 2026 consolidated occupancy

Sequential occupancy change 20 basis point decline February 2026 consolidated weighted average, seasonal sequential move

Q1 2026 to-date occupancy 82.2% First quarter-to-date weighted average occupancy vs Q4 2025

Same community occupancy 82.6% February 2026 same community weighted average occupancy

Same community YoY change 160 basis points Year-over-year improvement in February 2026 same community occupancy

Same community sequential change 30 basis point decline Sequential move from January, described as normal seasonal trend

Resident capacity ≈51,000 residents Ability to serve residents across 577 communities as of Feb 28, 2026

Market Reality Check

Price: $14.44 Vol: Volume 3,289,760 is below...

low vol

$14.44 Last Close

Volume Volume 3,289,760 is below 20-day average 5,659,276 (relative volume 0.58). low

Technical Price 14.89 is trading above 200-day MA at 9.61 ahead of this update.

Peers on Argus

Momentum scanner shows no peers in the same move, and no same-day peer headlines...

Momentum scanner shows no peers in the same move, and no same-day peer headlines; today’s action appears stock-specific rather than sector-driven.

Historical Context

5 past events · Latest: Feb 26 (Positive)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Feb 26	Investor conferences	Positive	+0.9%	Announcement of CEO participation at two major March 2026 investor conferences.
Feb 18	Earnings results	Negative	-9.7%	Full-year 2025 results with higher EBITDA but larger net loss of $262.7M.
Feb 05	Earnings call timing	Neutral	+3.8%	Scheduling of Q4 and full-year 2025 earnings release and conference call.
Jan 28	Prelim results, guidance	Positive	+10.6%	Preliminary 2025 results and 2026 guidance with RevPAR and EBITDA growth.
Jan 16	Investor Day announce	Neutral	+8.4%	Announcement of 2026 Investor Day and webcast details for January 30, 2026.

Pattern Detected

Stock often reacts positively to guidance/preliminary results, while neutral event announcements show mixed and sometimes outsized moves.

Recent Company History

Over the last few months Brookdale has focused on investor engagement and improving fundamentals. Preliminary 2025 results and 2026 guidance on Jan 28 and the full-year report on Feb 18 highlighted RevPAR growth and higher Adjusted EBITDA, though net losses persisted. Investor Day and conference appearances in January–February emphasized the platform of 584 communities serving ~51,000 residents. Today’s February 2026 occupancy update extends that trajectory, showing continued year-over-year occupancy gains after 2025’s recovery.

Market Pulse Summary

This announcement highlighted continued recovery in Brookdale’s operating metrics, with February 202...

Analysis

This announcement highlighted continued recovery in Brookdale’s operating metrics, with February 2026 consolidated weighted average occupancy at 82.1%, up 280 basis points year-over-year, and same community occupancy at 82.6%, up 160 basis points. Sequential declines of 20–30 bps were characterized as normal seasonality, while first quarter-to-date occupancy of 82.2% compared favorably with Q4 2025. Investors may watch how sustained occupancy gains feed through to RevPAR, Adjusted EBITDA, and progress toward narrowing prior net losses.

Key Terms

weighted average occupancy, basis points, same community

3 terms

weighted average occupancy technical

"February 2026 weighted average occupancy increased 280 basis points year-over-year to 82.1%."

Weighted average occupancy measures how full a portfolio of properties or units is overall by giving larger properties or more revenue-generating units more influence on the average. Think of it like calculating a classroom’s average test score where bigger classes count more: it tells investors the true, size-adjusted level of occupancy across a group of assets and therefore the likely revenue, cash flow and operational efficiency of the portfolio.

basis points financial

"February 2026 weighted average occupancy increased 280 basis points year-over-year to 82.1%."

Basis points are a way to measure small changes in interest rates or percentages, where one basis point equals 0.01%. For example, if a loan's interest rate increases by 50 basis points, it's gone up by 0.50%. They help people understand tiny differences in rates that can add up over time, making financial comparisons clearer.

same community technical

"February same community occupancy results:Weighted average occupancy of 82.6% improved 160 basis points year-over-year."

“Same community” means a shared geographic area or group of people who live, work, or interact in similar ways and who are relevant to a company’s business, customers, employees or regulators. For investors it signals overlap in markets, customers or regulatory exposure—like several stores on the same street sharing the same foot traffic—so events affecting that community can meaningfully change revenue, risk or reputation across connected businesses.

AI-generated analysis. Not financial advice.

BRENTWOOD, Tenn., March 9, 2026 /PRNewswire/ -- Brookdale Senior Living Inc. (NYSE: BKD) reported today its occupancy for February 2026.

February 2026 Occupancy Observations

• February consolidated occupancy results:
  • February 2026 weighted average occupancy increased 280 basis points year-over-year to 82.1%.
  • Sequential weighted average occupancy seasonally declined 20 bps, reflecting the normal seasonal trend and in line with historical monthly trends for February.
  • 2026 first quarter-to-date weighted average occupancy of 82.2% represents a sequential occupancy change from the full 2025 fourth quarter that is better than normal seasonality trends.
• February same community occupancy results:
  • Weighted average occupancy of 82.6% improved 160 basis points year-over-year.
  • Occupancy declined 30 basis points sequentially from January, reflecting the normal seasonal trend.

About Brookdale Senior Living 
Brookdale Senior Living Inc. is the nation's premier operator of senior living communities. With 577 communities across 41 states and the ability to serve approximately 51,000 residents as of February 28, 2026, 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.

View original content to download multimedia:https://www.prnewswire.com/news-releases/brookdale-reports-february-2026-occupancy-302707776.html

SOURCE Brookdale Senior Living Inc.

FAQ

What was Brookdale (BKD) consolidated occupancy for February 2026?

Consolidated weighted average occupancy was 82.1% in February 2026. According to the company, this reflects a 280 basis point year-over-year improvement and a modest 20 basis point seasonal monthly decline.

How did Brookdale's same-community occupancy change in February 2026?

Same-community weighted average occupancy was 82.6% in February 2026. According to the company, that is a 160 basis point year-over-year gain, with a 30 basis point sequential dip from January.

What does Brookdale report for first quarter-to-date occupancy in 2026?

First quarter-to-date weighted average occupancy stood at 82.2% in early 2026. According to the company, this represents a sequential change from Q4 2025 that is better than normal seasonal trends.

Did Brookdale report any seasonal occupancy trends for February 2026?

Yes. Brookdale noted a normal seasonal decline in February 2026 occupancy. According to the company, consolidated occupancy fell 20 basis points month-over-month, consistent with historical February trends.

How many communities and residents does Brookdale operate as of February 28, 2026 (BKD)?

Brookdale operates 577 communities across 41 states, serving about 51,000 residents as of February 28, 2026. According to the company, these figures reflect its nationwide senior living footprint.