Brookdale Reports September 2025 Occupancy

Rhea-AI Summary

Brookdale Senior Living (NYSE: BKD) reported September 2025 occupancy metrics showing broad improvement across consolidated and same‑community measures. September weighted average consolidated occupancy was 82.5% (+330 bps YoY, +70 bps sequential). Month‑end consolidated occupancy was 83.8% (+60 bps sequential). Q3 weighted average consolidated occupancy was 81.8% (+290 bps YoY, +170 bps sequential). Same‑community September weighted average occupancy was 82.7% (+270 bps YoY, +40 bps sequential) and month‑end same‑community occupancy was 84.0% (+30 bps sequential). Q3 same‑community occupancy was 82.3% (+260 bps YoY, +150 bps sequential), the highest sequential growth since 2022. Brookdale operates 623 communities serving ~57,000 residents as of September 30, 2025.

Positive

• September weighted average consolidated occupancy at 82.5% (+330 bps YoY)
• Q3 weighted average consolidated occupancy 81.8% (+290 bps YoY, +170 bps sequential)
• September same‑community weighted average occupancy 82.7% (+270 bps YoY)
• Q3 same‑community occupancy 82.3% (+260 bps YoY, +150 bps sequential)
• Highest sequential same‑community growth since 2022
• Scale: 623 communities serving ~57,000 residents as of Sept 30, 2025

Negative

• None.

Insights

Senior Operations Analyst

Brookdale shows clear occupancy recovery: meaningful year-over-year and sequential gains in September and Q3 2025.

Brookdale Senior Living reported a September weighted average consolidated occupancy of 82.5%, up 330 basis points year-over-year and 70 basis points sequentially, with month-end consolidated occupancy at 83.8%.

The company also reported third quarter weighted average consolidated occupancy of 81.8%, up 290 basis points year-over-year and 170 basis points sequentially, and same community metrics that improved similarly, reflecting higher move-ins and lower move-outs versus the prior year.

These figures indicate improving resident demand and retention across the portfolio; key dependencies include sustaining move-in momentum and continued lower move-out rates. Monitor monthly and quarter-end occupancy trends and any disclosure of average length of stay or unit mix shifts over the next few reporting periods (near-term quarterly cadence) to judge whether this recovery is durable.

NASHVILLE, Tenn., Oct. 8, 2025 /PRNewswire/ -- Brookdale Senior Living Inc. (NYSE: BKD) reported today its consolidated occupancy for September 2025.

September 2025 Observations

• September consolidated occupancy results:
  • Weighted average occupancy of 82.5% increased 330 basis points year-over-year and 70 basis points sequentially.
  • Month end consolidated occupancy was 83.8%, an increase of 60 basis points sequentially.
  • Third quarter weighted average consolidated occupancy of 81.8% increased 290 basis points year-over-year and grew 170 basis points sequentially.
• September same community occupancy results:
  • Weighted average occupancy of 82.7% increased 270 basis points year-over-year, driven by both higher move-in activity and lower move-out activity compared to the prior year. Weighted average occupancy increased 40 basis points sequentially.
  • Month end same community occupancy was 84.0%, an increase of 30 basis points sequentially.
  • Third quarter weighted average same community occupancy of 82.3% increased 260 basis points year-over-year and grew 150 basis points sequentially reflecting the highest sequential growth since 2022.

About Brookdale Senior Living 
Brookdale Senior Living Inc. is the nation's premier operator of senior living communities. With 623 communities across 41 states and the ability to serve approximately 57,000 residents as of September 30, 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.

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SOURCE Brookdale Senior Living Inc.

FAQ

What was Brookdale's consolidated occupancy for September 2025 (BKD)?

Brookdale reported September weighted average consolidated occupancy of 82.5%, up 330 basis points year‑over‑year and 70 basis points sequentially.

How did Brookdale's same‑community occupancy perform in Q3 2025 (BKD)?

Brookdale's Q3 same‑community weighted average occupancy was 82.3%, up 260 basis points year‑over‑year and 150 basis points sequentially.

What was Brookdale's month‑end occupancy for September 2025 (BKD)?

Month‑end consolidated occupancy was 83.8% and month‑end same‑community occupancy was 84.0%, each up sequentially.

How many communities and residents does Brookdale operate as of Sept 30, 2025 (BKD)?

Brookdale operates 623 communities across 41 states and can serve approximately 57,000 residents as of Sept 30, 2025.

What drove Brookdale's September 2025 same‑community occupancy gains (BKD)?

The company reported the increase was driven by higher move‑in activity and lower move‑out activity compared with the prior year.