Welcome to our dedicated page for Brookdale Senior Living SEC filings (Ticker: BKD), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Brookdale Senior Living Inc. SEC filings document the financial and governance disclosures of a public senior living operator. Form 8-K reports cover results of operations and financial condition, occupancy releases, Regulation FD supplemental information, and material events related to the company's community portfolio and mortgage debt structure.
The filing record also includes proxy and governance disclosures for annual-meeting matters, board composition, executive roles, and compensatory arrangements. These documents frame Brookdale's reporting around resident-fee revenue, community operating performance, capital structure, debt maturities, and public-company governance.
Brookdale Senior Living Inc. reported a return to profitability for the quarter ended June 30, 2026 while continuing to reshape its portfolio and balance sheet. Total revenue was $718.6 million, down from $812.9 million a year earlier, largely due to the sale or exit of communities. Resident fees declined 8.7%, but same-community RevPAR rose 5.5%, driven by a 4.1% increase in RevPOR and higher occupancy.
Facility operating expenses fell 10.5% to $503.5 million, also reflecting dispositions, though same-community facility costs increased 5.5% on higher wages, insurance, maintenance, utilities, and credit losses. Operating income climbed to $85.2 million from $14.9 million, and net income attributable to common stockholders improved to $23.3 million (diluted EPS $0.10) from a $43.0 million loss. Adjusted EBITDA rose 4.3% to $122.1 million for the quarter and 4.9% to $253.1 million year to date.
Brookdale ended the quarter with $441.5 million in cash, cash equivalents, and restricted cash and total long-term debt of $4.27 billion plus $23.0 million drawn on its $200.0 million revolving credit facility; 88.9% of debt is non-recourse property-level mortgages. The company generated $112.8 million of operating cash flow and $26.0 million of Adjusted Free Cash Flow in the first half, while maintaining covenant compliance despite a continuing shareholders’ equity deficit of $27.6 million.
Brookdale Senior Living Inc. reported stronger second quarter 2026 performance, highlighted by a return to profitability and improved operating metrics. Net income was $23.3 million versus a net loss of $43.0 million a year earlier, while Adjusted EBITDA rose to $122.1 million from $117.1 million. Consolidated RevPAR increased 8.2% to $5,497 and weighted average occupancy improved 230 basis points to 82.4%, supported by same community RevPAR growth of 5.5%.
Reported resident fees declined to $708.5 million from $775.6 million, mainly due to asset sales and lease terminations, which also reduced facility operating, lease, and G&A expenses. Brookdale received about $150 million of cash proceeds from community sales year-to-date and agreed to acquire 17 currently leased communities for approximately $157 million, plus a previously managed Houston community for $23.4 million.
Balance sheet actions included refinancing 2027 mortgage maturities through a $248.9 million loan maturing in 2031 and $188.0 million of new non-recourse mortgages maturing in 2036, leaving no mortgage debt maturities until 2028 and expanding the revolver commitment to $200 million. Liquidity reached $565.8 million as of June 30, 2026. Management reiterated full-year 2026 guidance for 8.0%–9.0% RevPAR growth and $502–$516 million of Adjusted EBITDA.
Vanguard Capital Management filed a Schedule 13G reporting a passive ownership stake in Brookdale Senior Living Inc. common stock. Vanguard and certain affiliates beneficially own 11,961,822 shares, representing 5% of the outstanding common stock as of June 30, 2026.
Within this stake, Vanguard has sole voting power over 1,772,020 shares and sole dispositive power over 11,961,822 shares, with no shared voting or dispositive power. The filing notes that this ownership includes securities held by various Vanguard funds and managed accounts, and that no other individual person’s interest exceeds 5% of the class.
WINKLE C CHRISTIAN reported acquisition or exercise transactions in this Form 4 filing.
Brookdale Senior Living Inc. director C. Christian Winkle received a grant of 6,729 restricted shares of common stock on July 29, 2026 under the Brookdale Senior Living Inc. 2024 Omnibus Incentive Plan. The award was reported at $0.00 per share, bringing the director’s direct holdings to 6,729 shares. These restricted shares will vest on June 22, 2027, subject to continued service.
Brookdale Senior Living Inc. reported improved senior housing occupancy for June 2026 and the second quarter of 2026. Second quarter consolidated weighted average occupancy reached 82.4%, an increase of 230 basis points from the same quarter in 2025 and 30 basis points sequentially.
For June 2026, consolidated weighted average occupancy was 82.5%, up 200 basis points year-over-year, with month-end occupancy rising 20 basis points from May. Same community weighted average occupancy for June was 83.0%, improving 90 basis points year-over-year and 10 basis points sequentially, supported by June having the highest monthly net move-ins so far in 2026.
As of June 30, 2026, Brookdale operated 541 communities across 41 states with the ability to serve approximately 46,000 residents.
Brookdale Senior Living Inc. director Winkle C. Christian has filed an initial Form 3 statement of beneficial ownership. The insider data shows no reported transactions, no share purchases or sales, and no derivative positions in this filing. This is a routine compliance filing establishing the new director’s reporting status.
Brookdale Senior Living Inc. reported results of its 2026 annual stockholder meeting and related board changes. Director Jordan R. Asher left the Board when his term expired, after previously deciding not to stand for re-election, and this decision was not due to any disagreement with the company or its management.
Stockholders elected nine directors, each receiving a majority of votes cast, including Claudia N. Drayton who received 183,615,288 votes for and Mark Fioravanti who received 190,864,280 votes for. Investors also approved, on an advisory basis, executive compensation, with 185,229,055 votes for, and ratified Ernst & Young LLP as independent registered public accounting firm for 2026 with 200,410,558 votes for.
As part of ordinary course succession planning, Denise W. Warren stepped down as Non-Executive Chairman of the Board and will continue as an independent director, while the Board appointed Mark Fioravanti as the new Non-Executive Chairman, effective immediately after the meeting.
Brookdale Senior Living Inc. director Asher Jordan R reported a charitable donation of 7,600 shares of Common Stock as a bona fide gift at no stated price per share. After this transfer, he directly holds 141,843 shares. This is a non-market, non-cash transaction and does not represent an open-market sale or purchase.
Brookdale Senior Living Inc. reported a sharply reduced net loss for the quarter ended March 31, 2026 as portfolio pruning and cost controls took hold. Net loss narrowed to $6.9 million from $65.0 million a year earlier, while Adjusted EBITDA rose to $131.1 million, up 5.6%.
Total revenue declined to $764.9 million from $813.9 million, mainly because Brookdale sold or exited underperforming communities. On a same-community basis, resident fees increased 5.5%, driven by higher rates and better occupancy, with weighted average occupancy up 170 basis points to 82.7%.
Facility operating expenses fell 8.2% to $511.5 million, reflecting dispositions, though same-community costs rose 5.9% on higher wages, insurance, and winter-related utilities and maintenance. The company continued its capital recycling strategy, selling seven communities for $22.1 million and planning additional sales in 2026.
Brookdale remains highly leveraged with $4.3 billion of debt and $1.2 billion of lease obligations, but reported quarter-end liquidity of $368.7 million, including $265.2 million of cash and $98.6 million of undrawn secured credit capacity.
Brookdale Senior Living reported first quarter 2026 results showing higher occupancy and much smaller losses. Consolidated RevPAR rose 8.2% year-over-year to $5,506, while consolidated weighted average occupancy increased 280 basis points to 82.1%. Same community RevPAR grew 5.5% and RevPOR 3.4%, reflecting both rate increases and stronger demand.
Resident fees were $722.5 million, down 7.1% from a year earlier mainly because of community dispositions. Net loss narrowed sharply to $6.9 million from $65.0 million, and Adjusted EBITDA increased 5.6% to $131.1 million. Liquidity totaled $368.7 million as of March 31, 2026, including $265.2 million of unrestricted cash. The company reiterated full-year 2026 guidance for RevPAR growth of 8%–9% and Adjusted EBITDA of $502–$516 million.