STOCK TITAN

Brookdale Senior Living, Inc. 8-K Filings

BKD NYSE

Every 8-K that Brookdale Senior Living, Inc. (BKD) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 8-K covers material events a company has to report between its quarterly reports, so if you follow BKD and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full BKD filings page.

Rhea-AI Summary

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.

Rhea-AI Summary

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.

Rhea-AI Summary

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.

Rhea-AI Summary

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.

Rhea-AI Summary

Brookdale Senior Living Inc. announced that Dr. Jordan R. Asher, a member of its Board of Directors, has informed the company he will not stand for re-election at the 2026 annual meeting of stockholders. He will continue serving as a director until his term expires at that meeting. The company states that his decision is not due to any disagreement with Brookdale, its Board, or its management on matters related to operations, policies, or practices.

Rhea-AI Summary

Brookdale Senior Living Inc. reported continued improvement in its senior living occupancy for March 2026 and the first quarter of 2026. First quarter 2026 consolidated weighted average occupancy reached 82.1%, up 280 basis points year-over-year, with a seasonal sequential decline of 40 basis points versus the prior quarter.

For March 2026, consolidated weighted average occupancy was 82.0%, 250 basis points higher than March 2025, and month-end consolidated occupancy improved to 83.3%. Same community weighted average occupancy for March 2026 was 82.5%, 130 basis points above the prior year. The company notes that historically its strongest occupancy growth period runs roughly from May through September.

Brookdale operates 568 communities across 41 states with the ability to serve approximately 51,000 residents as of March 31, 2026, offering independent living, assisted living, memory care, and continuing care retirement communities.

Rhea-AI Summary

Brookdale Senior Living reported full year 2025 resident fee revenue of $3,042.7 million, up 2.4%, while remaining in a net loss of $262.7 million compared with $202.0 million in 2024. Adjusted EBITDA rose to $457.8 million, an 18.5% increase, helped by stronger same community performance.

Consolidated RevPAR grew 5.7% and weighted average occupancy improved 230 basis points to 80.9%, reflecting rising demand and pricing. Total liquidity was $377.7 million as of December 31, 2025, including $279.1 million of cash and $98.6 million of credit facility availability.

The company refinanced $596.9 million of mortgage debt in December 2025, addressing all remaining 2026 and part of 2027 maturities, and plans to sell 29 owned communities, expecting about $200.0 million of proceeds. For 2026, Brookdale guides to RevPAR growth of 8.0%–9.0% and Adjusted EBITDA of $502–$516 million.

Rhea-AI Summary

Brookdale Senior Living Inc. filed a current report to share that it has issued a press release with certain preliminary financial results for the year ended December 31, 2025, along with other information. The press release is furnished as Exhibit 99.1.

The company states that this information, including the exhibit, is being furnished rather than filed, meaning it is not automatically subject to certain liability provisions of the securities laws or incorporated into other securities filings unless specifically referenced.

Rhea-AI Summary

Brookdale Senior Living Inc. furnished an update on its business performance by issuing a press release with consolidated occupancy figures for December 2025 and other information for the quarter ended December 31, 2025. The press release is included as Exhibit 99.1 to this report.

The company states that this information, including the exhibit, is being furnished under the securities laws rather than filed, so it is not subject to certain liability provisions and will only be incorporated into other filings if specifically referenced. Related disclosure is also provided under Regulation FD through Item 7.01.

Rhea-AI Summary

Brookdale Senior Living Inc. announced that its Board of Directors has appointed Mary Sue Patchett as Executive Vice President and Chief Operating Officer, effective December 1, 2025, at which time she will become the company’s principal operating officer. Patchett rejoined Brookdale in August 2025 and has been serving as Interim Executive Vice President – Community & Field Operations, following a long history of senior roles at the company dating back to 2011 and a broader career in senior living and healthcare operations.

Her compensation package includes an annual base salary of $530,000, eligibility for an annual cash incentive with a target of 80% of base salary, and, beginning in 2026, long-term incentive awards under Brookdale’s 2024 Omnibus Incentive Plan. For 2026 service, she is slated to receive annual awards with a target grant value of $800,000 plus prorated awards of $67,945 for service in December 2025. She will also participate in the company’s Tier I Severance Pay Policy and has an indemnification agreement consistent with other directors and officers.

Rhea-AI Summary

Brookdale Senior Living (BKD) furnished a press release announcing its third quarter 2025 financial results and a conference call to review them. The company also furnished supplemental information alongside the release.

The materials were provided as Exhibits 99.1 and 99.2 and are furnished, not filed, which limits their use under securities laws unless specifically incorporated by reference.

Rhea-AI Summary

Brookdale Senior Living Inc. filed a current report to share that it issued a press release announcing its consolidated occupancy for September 2025 and other information for the quarter ended September 30, 2025. The press release, dated October 8, 2025, is furnished as Exhibit 99.1 to the report.

The company states that this information, including the exhibit, is being furnished under the securities laws and is not deemed “filed” or incorporated into other SEC filings unless specifically referenced. The report also notes that the same information is provided as a Regulation FD disclosure to ensure broad and fair communication to the market.

Rhea-AI Summary

Brookdale Senior Living Inc. appointed Nikolas W. Stengle as Chief Executive Officer and added him to the Board effective October 6, 2025. Mr. Stengle, age 49, joins from Gentiva where he was President and COO and has held senior operations roles at Kindred at Home, Sunrise Senior Living, TPG Capital portfolio operations, Marriott, HMSHost International and Boston Consulting Group, and served 11 years in the U.S. Air Force. The company entered a three-year employment agreement with an initial base salary of $950,000, a target annual cash bonus of 140% of base salary, a $370,000 cash sign-on bonus, and 2026 long-term incentive target grant value of $4,650,000. On October 6, 2025, Brookdale will grant RSUs with target grant values of $1,162,500 (prorated 2026 awards) and a $2,000,000 one-time inducement; 40% are time-based vesting ratably over three years and 60% are performance-based vesting in 2028 tied to stock-price hurdles with payout from 0% to 300% of target. The agreement includes standard severance, change-in-control protections, tax gross-up/cutback mechanics under Section 280G, and non-compete, non-solicit, confidentiality and non-disparagement covenants. Denise W. Warren will resume as Non-Executive Chair and the Office of the CEO will dissolve on October 6, 2025.