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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. operates as the largest provider of senior living communities in the United States, maintaining an extensive portfolio of independent living, assisted living, memory care, and continuing care retirement communities across multiple states. The company serves tens of thousands of older adults through a diversified platform of residential care options designed to support various levels of independence and care needs.

As a publicly traded company in the senior housing sector, Brookdale's operational performance reflects broader industry dynamics including occupancy trends, labor market conditions, regulatory developments, and demographic shifts. The company's scale provides economies in purchasing and marketing while requiring sophisticated management of a geographically dispersed portfolio. News coverage of Brookdale often addresses topics such as quarterly occupancy rates, financial results, executive appointments, strategic initiatives, capital investments in facility improvements, regulatory compliance matters, and responses to industry-wide challenges.

The senior living industry faces ongoing evolution driven by an aging population, changing consumer preferences, workforce availability, and reimbursement models. Industry news frequently examines market consolidation, alternative care delivery models, technology adoption in senior care, and the financial health of major operators. For Brookdale, relevant news themes include portfolio optimization efforts, care quality initiatives, occupancy recovery following industry disruptions, debt management, partnerships with healthcare providers, and innovations in programming designed to enhance resident wellness and engagement.

Investors and industry observers monitor Brookdale's performance as an indicator of broader senior living sector trends, given the company's market position and operational scale. News developments may impact investor sentiment, competitive positioning, and the company's ability to access capital markets for refinancing or growth investments. Staying informed about Brookdale-related news provides insight into both company-specific strategies and industry-wide shifts affecting senior housing providers.

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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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Ortelius Advisors has issued an open letter to Brookdale Senior Living (NYSE: BKD) stockholders outlining multiple pathways to create value following years of underperformance. The letter highlights significant declines under former CEO Cindy Baier's leadership, including a 39% stock price drop and deteriorating operational metrics.

Key performance issues include:

  • Occupancy rate decline from 85.2% to 79.4%
  • Annual NOI margins fall from 32.5% to 26.8%
  • Negative free cash flow of $660 million (2018-2024)
  • 83% decline in tangible book value per share

Ortelius proposes several strategic initiatives including:

  • Monetizing underperforming properties
  • Reducing mortgage debt
  • Eliminating the leased portfolio
  • Unlocking real estate value
  • Installing new management
  • Refreshing the Board
The firm has nominated six independent director candidates for election to effect these changes.

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Brookdale Senior Living (NYSE: BKD) has appointed Joshua Hausman as an independent director to its Board, effective April 24, 2025. Hausman, currently Managing Partner at MHJ Capital Partners, brings over 20 years of healthcare and private capital investing experience, particularly in facilities-based skilled nursing and behavioral health.

Following Hausman's appointment and the recent addition of Mark Fioravanti, along with Frank M. Bumstead's decision not to seek re-election, Brookdale's Board will comprise eight directors after the 2025 Annual Meeting. Seven of these directors will be independent, including four appointed in the past two years, resulting in an average board tenure of less than four years.

The company is focusing on accelerating profitable occupancy and RevPAR growth, delivering meaningful Adjusted EBITDA growth, and enhancing Adjusted Free Cash Flow generation. Brookdale operates 647 communities across 41 states, serving approximately 58,000 residents as of March 31, 2025.

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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 $11.14 as of January 14, 2026.

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

The market cap of Brookdale Sr Living (BKD) is approximately 2.7B.
Brookdale Sr Living Inc

NYSE:BKD

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2.66B
231.09M
2.63%
98.96%
4.53%
Medical Care Facilities
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