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Brookdale Sr Living Inc Stock Price, News & Analysis

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Welcome to our dedicated page for Brookdale Sr Living news (Ticker: BKD), a resource for investors and traders seeking the latest updates and insights on Brookdale Sr Living stock.

Brookdale Senior Living Inc. (BKD) operates one of the nation's largest senior living networks, offering independent living, assisted living, and specialized memory care services. This page serves as the definitive source for investors and industry professionals tracking the company's operational developments and financial performance.

Access curated press releases and news articles covering earnings announcements, strategic partnerships, regulatory updates, and community expansions. Our repository provides essential insights into Brookdale's management of 700+ communities across 41 states, with updates on lease restructuring efforts and care model innovations.

Key updates include quarterly financial disclosures, leadership changes, quality of care initiatives, and market expansion strategies. All content is verified through primary sources to ensure accuracy and compliance with financial reporting standards.

Bookmark this page for real-time updates on Brookdale's operational milestones in the competitive senior living sector. Monitor how the company navigates demographic trends and healthcare policy changes while maintaining its position as an industry leader.

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Egan-Jones Ratings Company, an independent proxy advisory firm, has recommended that Brookdale Senior Living Inc. (NYSE: BKD) stockholders vote FOR all six nominees proposed by Ortelius Advisors, L.P. for the company's Board of Directors at the upcoming 2025 Annual Meeting.

The recommendation highlights Brookdale's significant underperformance, including a -30% Total Shareholder Return (TSR) from 2020 through 2024, despite industry tailwinds. Egan-Jones criticizes Brookdale's current strategy of attempting to grow out of debt, supporting instead Ortelius' plan to sell underperforming assets to reduce debt and improve operating margins.

The proxy advisor specifically endorsed Ortelius' nominees - Steven J. Insoft, Paula J. Poskon, Frank J. Small, Ivona Smith, Steven L. Vick, and Lori B. Wittman - citing their collective expertise in senior housing, REITs, finance, capital markets, and operational turnarounds. Egan-Jones only recommended supporting the two most recent incumbent Board additions, Fioravanti and Hausman, who joined in April 2025.

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Brookdale Senior Living (NYSE: BKD) responds to ISS's proxy advisory report regarding the upcoming July 11, 2025 Annual Meeting. While ISS recommends against giving Ortelius control of the Board, they did not support all of Brookdale's eight director nominees. Brookdale strongly disagrees with ISS's failure to recommend directors Lee Wielansky and Victoria Freed, arguing their expertise is crucial. The company criticizes Ortelius' candidates Lori Wittman and Steven Vick, citing concerns about their relevant experience. Brookdale, operating 647 communities across 41 states serving approximately 58,000 residents, emphasizes that removing Wielansky and Freed could impair CEO recruitment and strategy execution. The Board urges shareholders to vote "FOR" all eight Brookdale nominees on the BLUE proxy card to protect shareholder value.
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Ortelius Advisors has issued an open letter to Brookdale Senior Living (NYSE: BKD) stockholders, seeking support to elect six independent director candidates at the July 11, 2025 Annual Meeting. The letter criticizes the current Board's performance and strategy, highlighting concerning financial metrics: negative $731M EBITDA-Capex from 2018-2024 in the leased portfolio, $4.1B in net debt (up 21% since 2017), and $2.8B in debt maturing within four years. Ortelius proposes a materially different strategy, including immediate evaluation of monetizing ~135 underperforming owned properties, using proceeds for debt reduction, and eliminating the poorly performing leased portfolio. The activist investor emphasizes the company's poor performance metrics, including negative 37% total stockholder returns and an 83% decline in tangible book value per share, arguing that their nominees, with extensive senior housing expertise, would better serve stockholder interests.
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Brookdale Senior Living (NYSE: BKD) filed an investor presentation highlighting its Board's strategy and urging shareholders to vote for its eight nominees at the July 11, 2025 Annual Meeting. The company showcased significant operational improvements, including a 27.2% year-over-year increase in Q1 2025 Adjusted EBITDA and improved occupancy rates reaching 82.1% by May 2025. The Board has implemented strategic initiatives focusing on operating performance, real estate portfolio optimization, capital reinvestment, leverage reduction, and quality care. Since 2022, Brookdale renegotiated leases for about 250 communities and reduced leased units by 19%. The company expects positive Adjusted Free Cash Flow of $30-50 million in 2025. The presentation emphasizes the Board's refreshed composition, with six independent directors and the Chairman appointed in the last seven years, opposing Ortelius' attempt to gain control.
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Brookdale Senior Living (NYSE: BKD) reported strong occupancy growth for May 2025, achieving a significant milestone with consolidated weighted average occupancy reaching 80.0%. This represents a 190 basis points increase year-over-year and 20 basis points sequential growth. The company's same community weighted average occupancy rose to 80.6%, while month-end occupancy grew to 82.1%, marking the highest sequential increase in nine months. Second quarter-to-date consolidated weighted average occupancy stands at 79.9%, showing a 60 basis point increase from Q1. Brookdale operates 647 senior living communities across 41 states, serving approximately 58,000 residents, offering independent living, assisted living, memory care, and continuing care retirement services.
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Brookdale Senior Living (NYSE: BKD) is urging shareholders to vote "FOR" its eight director nominees at the upcoming July 11, 2025 Annual Meeting, opposing Ortelius Advisors' attempt to replace six board members. The company highlights its refreshed Board with four new directors added in the past year, bringing expertise in real estate, healthcare, operations, and senior housing. Brookdale emphasizes recent positive performance metrics including: positive Adjusted Free Cash Flow, 80% same community occupancy, 4.9% YoY growth in RevPAR, and 90 bps expansion in operating margin. The company argues that Ortelius' nominees lack relevant experience and that their proposed changes could disrupt ongoing progress, particularly during the CEO search process.

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Ortelius Advisors has launched a proxy battle against Brookdale Senior Living (NYSE: BKD), filing definitive proxy materials to elect six new director nominees at the company's 2025 Annual Meeting on July 11, 2025. Ortelius criticizes Brookdale's operational and strategic performance, citing concerns about the company's underperformance, chronic undervaluation, and destruction of stockholder value. Peter DeSorcy, Managing Member of Ortelius, emphasizes that while Brookdale has significant potential due to its high-quality assets and favorable industry dynamics, the current board lacks credibility in creating long-term value. Ortelius has launched www.ABetterBrookdale.com and urges stockholders to vote using the WHITE universal proxy card for their nominees, aiming to refresh the board and select a new CEO focused on stockholder value creation.
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Brookdale Senior Living (NYSE: BKD) has filed its definitive proxy statement for the 2025 Annual Meeting on July 11, urging shareholders to vote "FOR" its eight nominees on the BLUE proxy card. The company is facing a proxy contest from Pangaea Ventures (Ortelius), which owns 1% of shares and seeks to replace six board members. Brookdale's Q1 2025 performance showed strong momentum with: 80% occupancy rate, positive Adjusted Free Cash Flow, and increased 2025 guidance (RevPAR growth to 5.00-5.75% and Adjusted EBITDA to $440M-$450M). The company has recently refreshed its board with two new independent directors, lowering average tenure to under four years. Brookdale is executing a clear strategy focusing on operational improvements, portfolio optimization, capital reinvestment, leverage reduction, and quality enhancement. The company is positioned to benefit from demographic tailwinds as baby boomers turn 80, with 70% of its portfolio dedicated to assisted living and memory care services.
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Brookdale Senior Living Inc. (NYSE: BKD), the nation's leading senior living communities operator, announced its participation in the 2025 RBC Capital Markets Global Healthcare Conference on May 20, 2025. The company's fireside chat is scheduled for 8:00 am CST and will be accessible via webcast through brookdaleinvestors.com.

Brookdale operates 647 communities across 41 states, serving approximately 58,000 residents as of March 31, 2025. The company provides various senior living solutions including independent living, assisted living, memory care, and continuing care retirement communities. Their mission focuses on enriching seniors' lives through compassionate care, clinical expertise, and exceptional service.

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Brookdale Senior Living (NYSE: BKD) reported strong Q1 2025 results, exceeding expectations and raising annual guidance. Same community weighted occupancy reached 80.0%, with resident fees increasing 4.5% to $777.5M. The company's Adjusted EBITDA grew 27.2% to $124.1M, while net loss increased to $65.0M primarily due to a $32.8M loss on extinguishment of financing obligation. Cash flow improved significantly, with operating activities generating $23.4M compared to -$1.1M in Q1 2024. In February 2025, Brookdale acquired 30 previously leased communities for $310.0M. The company raised its 2025 guidance, now expecting RevPAR growth of 5.00-5.75% and Adjusted EBITDA of $440-450M. Brookdale operates 647 communities across 41 states, serving approximately 58,000 residents.
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FAQ

What is the current stock price of Brookdale Sr Living (BKD)?

The current stock price of Brookdale Sr Living (BKD) is $8.06 as of October 3, 2025.

What is the market cap of Brookdale Sr Living (BKD)?

The market cap of Brookdale Sr Living (BKD) is approximately 2.0B.
Brookdale Sr Living Inc

NYSE:BKD

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2.00B
230.95M
2.63%
98.96%
4.53%
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