STOCK TITAN

Brookdale Reports March 2026 Occupancy

Brookdale Senior Living (NYSE: BKD) reported March 2026 occupancy metrics showing sequential and year-over-year improvement.

(Moderate)
(Neutral)
Tags

Brookdale Senior Living (NYSE: BKD) reported March 2026 occupancy metrics showing sequential and year-over-year improvement. First-quarter weighted average occupancy rose 280 basis points YoY to 82.1%, while March weighted average occupancy increased 250 basis points YoY to 82.0% and month-end occupancy reached 83.3%.

Same-community occupancy improved 130 basis points YoY to 82.5%. Brookdale operates 568 communities across 41 states and can serve approximately 51,000 residents as of March 31, 2026.

Loading...
Loading translation...

Positive

  • Q1 occupancy +280 bps YoY to 82.1%
  • March occupancy +250 bps YoY to 82.0%
  • March month-end occupancy improved to 83.3%
  • Same-community occupancy +130 bps YoY to 82.5%
  • Scale: 568 communities and ~51,000 resident capacity as of March 31, 2026

Negative

  • Sequential Q1 occupancy declined 40 bps quarter-over-quarter
  • Historically, Q1 occupancy typically falls ~60 bps, signaling seasonal headwinds
  • Brookdale's strongest growth period is seasonally concentrated from May–September
Argus Apr 9 session
-2.48% close to close Open Argus
Details

News Market Reaction – BKD

In the Apr 9 session, BKD declined 2.48%, reflecting a moderate negative market reaction.

Data tracked by StockTitan Argus on the day of publication.

Market Context

This announcement highlights steady operational progress, with March 2026 weighted average occupancy...
Analysis

This announcement highlights steady operational progress, with March 2026 weighted average occupancy at 82.0%, month-end occupancy of 83.3%, and same-community occupancy of 82.5% showing year-over-year improvement. It extends Brookdale’s post-pandemic recovery narrative. In light of recent refinancing activity and 2025 results, investors may watch upcoming seasonal periods, occupancy trends from May through September, and future financial updates to assess the durability of this improvement.

Key Figures

Q1 2026 occupancy: 82.1% Q1 sequential change: 40 basis points March 2026 occupancy: 82.0% +5 more
Q1 2026 occupancy
82.1%
First quarter 2026 weighted average occupancy; +280 bps year-over-year
Q1 sequential change
40 basis points
Sequential first quarter weighted average occupancy decline
March 2026 occupancy
82.0%
March 2026 weighted average occupancy; +250 bps year-over-year
March month-end occupancy
83.3%
March 2026 month-end consolidated occupancy, sequentially improved
March same community occupancy
82.5%
Same community weighted average occupancy; +130 bps year-over-year
Communities operated
568 communities
Senior living communities across the U.S. as of March 31, 2026
States served
41 states
Geographic footprint as of March 31, 2026
Residents served
51,000 residents
Approximate resident capacity as of March 31, 2026

Historical Context

5 past events · Latest: Apr 02
5 events
  1. Apr 02

    Debt refinancing

    24h Move
    +0.7%

    Extended 2027 non-recourse mortgage maturities with new Freddie Mac loans.

  2. Mar 09

    Occupancy update

    24h Move
    -3.0%

    Reported February 2026 occupancy gains year-over-year despite seasonal softness.

  3. Feb 26

    Conference appearances

    24h Move
    +0.9%

    Announced participation in Citi and Barclays investor conferences with CEO sessions.

  4. Feb 18

    Earnings results

    24h Move
    -9.7%

    Full-year 2025 RevPAR up and Adjusted EBITDA above guidance amid continuing net loss.

  5. Feb 05

    Earnings scheduling

    24h Move
    +3.8%

    Set dates for Q4 and full-year 2025 earnings release and conference call.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Key Terms

basis points
1 terms
basis points financial
"First quarter weighted average occupancy grew 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.

AI-generated analysis. How Rhea-AI works. Not financial advice.

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google
Add on Google

BRENTWOOD, Tenn., April 8, 2026 /PRNewswire/ -- Brookdale Senior Living Inc. (NYSE: BKD) reported today its occupancy for March 2026.

 

First Quarter and March 2026 Occupancy Observations

  • First Quarter consolidated occupancy results:
    • First quarter weighted average occupancy grew 280 basis points year-over-year to 82.1% in 2026.
    • Sequential first quarter weighted average occupancy seasonally declined 40 bps. Historically, Brookdale's first quarter occupancy has declined by an average of 60 basis points from the prior quarter reflecting annual factors including winter weather and illnesses, rate changes, and holidays.
  • March consolidated occupancy results:
    • March 2026 weighted average occupancy increased 250 basis points year-over-year to 82.0%.
    • March month end occupancy improved sequentially to 83.3%.
  • March same community occupancy results:
    • Weighted average occupancy of 82.5% improved 130 basis points year-over-year.

Historically, Brookdale experiences its strongest occupancy growth period of the year from roughly May through September.

About Brookdale Senior Living
Brookdale Senior Living Inc. is the nation's premier operator of senior living communities. With 568 communities across 41 states and the ability to serve approximately 51,000 residents as of March 31, 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.

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 Company's ability to complete pending or expected transactions on agreed upon terms or at all, including in respect of the satisfaction of closing conditions; disruptions in the financial markets or decreases in the appraised values or performance of the Company's communities that affect the Company's ability to obtain financing or extend or refinance debt as it matures and the Company's financing costs; the Company's ability to obtain additional capital on terms acceptable to it; as well as other risks detailed from time to time in the Company's filings with the Securities and Exchange Commission, 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.

Cision View original content to download multimedia:https://www.prnewswire.com/news-releases/brookdale-reports-march-2026-occupancy-302737232.html

SOURCE Brookdale Senior Living Inc.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What was Brookdale's (BKD) weighted average occupancy for Q1 2026?

Brookdale reported Q1 2026 weighted average occupancy of 82.1%. According to the company, this represents a 280 basis point year-over-year increase compared with the prior year's first quarter.

How did Brookdale's (BKD) March 2026 occupancy compare year-over-year and sequentially?

March 2026 weighted average occupancy was 82.0%, up 250 basis points YoY. According to the company, month-end occupancy improved sequentially to 83.3%, indicating end-of-month momentum.

What is Brookdale's (BKD) same-community occupancy for March 2026 and its YoY change?

Same-community weighted average occupancy was 82.5% in March 2026. According to the company, that reflects a 130 basis point year-over-year improvement in communities open year-over-year.

How many communities and resident capacity does Brookdale (BKD) operate as of March 31, 2026?

Brookdale operates 568 communities across 41 states with capacity to serve approximately 51,000 residents. According to the company, these figures reflect its scale as of March 31, 2026.

When does Brookdale (BKD) typically see its strongest occupancy growth each year?

Brookdale typically sees strongest occupancy growth from May through September. According to the company, that seasonal window historically produces the largest occupancy gains for its communities.

Keep reading