Brookdale Senior Living Analysis (January) 2026

Brookdale Senior Liv...

NYSE:BKD

$ 11,01

$-0,19 (-1,70%)

11,01 $

$-0,19 (-1,70%)

End-of-day quote: 01/09/2026

Brookdale Senior Living Stock Value

According to analysts, the current valuation of NYSE:BKD is Outperform.

Outperform

Brookdale Senior Living Company Info

EPS Growth 5Y

3,44%

Market Cap

$2,62 B

Long-Term Debt

$4,02 B

Short Interest

5,16%

Annual earnings

02/20/2026

Dividend

$0,00

Dividend Yield

0,00%

Founded

2005

Industry

Health Care

Country

United States

ISIN Number

US1124631045

Website

http://www.brookdale.com

Analyst Price Target

$13,00

18.07%

Last Update: 01/11/2026

Analysts: 4

Highest Price Target $14,00

Average Price Target $13,00

Lowest Price Target $12,50

In the last five quarters, Brookdale Senior Living’s Price Target has risen from $3,99 to $6,48 - a 62,41% increase. Four analysts predict that Brookdale Senior Living’s share price will increase in the coming year, reaching $13,00. This would represent an increase of 18,07%.

Top growth stocks in the health care sector (5Y.)

What does Brookdale Senior Living do?

Brookdale Senior Living Inc. and its subsidiaries (Brookdale) operate senior living communities in the United States. The company operated and managed 652 communities in 41 states as of December 31, 2023, with the ability to serve approximately 59,000 residents. The company offers its residents access to a broad continuum of services across the most attractive sectors of the senior living industry. The company operates and manages independent living, assisted living, memory care, and continuing...

Brookdale Senior Living Inc. and its subsidiaries (Brookdale) operate senior living communities in the United States.

The company operated and managed 652 communities in 41 states as of December 31, 2023, with the ability to serve approximately 59,000 residents. The company offers its residents access to a broad continuum of services across the most attractive sectors of the senior living industry. The company operates and manages independent living, assisted living, memory care, and continuing care retirement communities (‘CCRCs’).

The company’s senior living communities and its comprehensive network help to provide seniors with care, connection, and services in an environment that feels like home. The company’s expertise in healthcare, hospitality, and real estate provides residents with opportunities to improve wellness, pursue passions, make new friends, and stay connected with loved ones. By providing residents with a range of service options as their needs change, the company provides greater continuity of care, enabling seniors to age-in-place, which enables them to maintain residency with the company for a longer period of time. The ability of residents to age-in-place is also beneficial to the company’s residents' families who are concerned with care decisions for their elderly relatives.

Strategy

The company continues to focus on the health and well-being of its residents and associates and on achieving the company’s long-term growth potential by providing valued high-quality care and personalized service.

The company’s key strategic priorities are to get every available room in service at the best profitable rate; earn resident and family trust and satisfaction by providing valued, high-quality care and personalized service; enhance healthcare and wellness; drive innovation and leverage technology; and improve and grow the company’s senior living portfolio.

Segments

As of December 31, 2023, the company had three reportable segments: Independent Living; Assisted Living and Memory Care; and CCRCs.

Communities that the company owns or leases are included in the Independent Living, Assisted Living and Memory Care, or CCRCs segment, as applicable. Communities that the company manages on behalf of others are included in the All Other category.

Community Offerings

The company offers a variety of senior living communities in locations across the United States. The company operates and manages independent living, assisted living, memory care, and continuing care retirement communities. The majority of the company’s units are organized in campus-like settings or stand-alone communities offering multiple service levels.

Independent Living Communities

The company’s independent living communities are primarily designed for middle to upper income seniors who desire to live in a residential setting that feels like home, without the efforts of ownership. Some of the company’s independent living residents choose to relocate to a community in a metropolitan area that is closer to their adult children. The majority of the company’s independent living communities consist of both independent and assisted living units in a single community, which allows residents to age-in-place by providing them with a broad continuum of senior independent and assisted living services to accommodate their changing needs. While the number varies depending upon the particular community, as of December 31, 2023 approximately 80% of all of the units at the company’s independent living communities were independent living units, with the balance of the units operating as licensed assisted living and memory care units.

The company’s independent living communities are generally large multi-story buildings with extensive common areas and amenities to support the lifestyle preferences of more independent seniors. Residents may choose from studio, one-bedroom, and two-bedroom units, depending upon the specific community. Each independent living unit is designed to feel and function like a private residence while providing residents with basic services such as dining service options, an emergency alert system, housekeeping, education and wellness programs, and recreational activities. Most of these communities also offer (either directly or through access to third-party service providers) custom tailored concierge and personal assistance/private duty services at an additional charge, which may include medication reminders, daily check-in, transportation, shopping, escort, and companion services.

In addition to the basic services, the company’s independent living communities that include assisted living also provide residents with personal care and convenience service options to provide assistance with activities of daily living (‘ADLs’). The levels of care provided to residents vary from community to community depending, among other things, upon the licensing requirements and healthcare regulations of the state in which the community is located.

Residents in the company’s independent living communities are able to maintain their residency for an extended period of time due to the range of service options available (not including skilled nursing). Residents with physical frailties and higher level service needs can often be accommodated with supplemental services in their own units or, in certain communities, are cared for in a more structured and supervised environment on a separate wing or floor. These communities also generally have dedicated assisted living associates and separate assisted living dining rooms and activity areas.

Assisted Living and Memory Care Communities

The company’s assisted living and memory care communities offer housing and 24-hour assistance with ADLs for the company’s residents. Residents typically enter an assisted living or memory care community due to a relatively immediate need for services that may have been triggered by a medical event. The company’s assisted living and memory care communities include both freestanding, multi-story communities with more than 50 units, as well as smaller, freestanding, single story communities. Although building layouts will vary depending on specific location, the community may include (i) private studio, one-bedroom, and one-bedroom deluxe apartments, or (ii) individual rooms for one or two residents in wings or ‘neighborhoods’ scaled to a single-family home, that would include a living room, dining room, patio or enclosed porch, laundry room, and personal care area, as well as a caregiver work station.

The company also provides memory care services at freestanding memory care communities that are specifically designed for residents with dementia, including Alzheimer's disease and other forms of cognitive impairment. The company’s freestanding memory care communities average 39 units and some are part of a campus-like setting which includes a freestanding assisted living community. As of December 31, 2023, the company provided memory care services at 338 of its communities, aggregating 9,015 memory care units across its segments. These communities include 107 freestanding memory care communities with 4,158 units included in its Assisted Living and Memory Care segment.

All residents at the company’s assisted living and memory care communities are eligible to receive the basic care level, which includes ongoing health assessments, three meals per day and snacks, coordination of special diets planned by a registered dietitian, 24-hour staff assistance, assistance with medical care coordination, education and wellness programs, social and recreational activities providing socialization and engagement, housekeeping, and personal laundry services. In some locations, the company offers its residents exercise programs and programs designed to address needs associated with early stages of Alzheimer's disease and other dementias. For an additional cost at these communities, the company offers higher levels of personal care services to residents who are more physically frail or require more frequent or intensive physical assistance or increased personal care and supervision due to cognitive impairments.

As a result of their progressive cognitive decline, residents at the company’s memory care units typically require higher levels of personal care and services than in assisted living and therefore pay higher monthly service fees. Specialized services include assistance with ADLs, behavior management, and an activities program, the goal of which is to provide a normalized environment that supports residents' decreased functional abilities.

CCRCs

The company’s CCRCs are large communities that offer a variety of living arrangements and services to accommodate a broad spectrum of physical ability and healthcare needs. Most of the company’s CCRCs have independent living, assisted living, memory care, and skilled nursing available on one campus or within the immediate area. The company’s residents of its CCRCs are generally seniors seeking a community that offers a broad continuum of care enabling them to age-in-place. Generally, these residents will initially enter the community as independent living residents and may, at a later time, advance into an assisted living, memory care, or skilled nursing area as their needs change. Residents can also enter the CCRCs directly into assisted living, memory care, or skilled nursing and, in some cases, may enter via the skilled nursing service line following an acute event and subsequently transfer from the skilled nursing unit to one of the other on-campus service lines.

Management Services

As of December 31, 2023, the company managed a total of 30 communities (4,579 units) on behalf of others, which represented 8% of its senior housing capacity. Under the company’s management arrangements, the company receives management fees, which are generally determined by an agreed upon percentage of gross revenues (as defined in the management arrangement), as well as reimbursed expenses, which represent the reimbursement of certain expenses the company incurs on behalf of the owners.

Seasonality

The company’s senior housing business has typically experienced some seasonality, which the company experiences in certain regions more than others, due to weather patterns, geography, and higher incidence and severity of flu and other illnesses during winter months. Although the company’s seasonal pattern varies from year to year and occupancy patterns have been affected by the COVID-19 pandemic, historically the company’s average monthly occupancy has generally begun to decline sequentially toward the end of the fourth quarter of the year (year ended December 2023), and the company has generally expected average monthly occupancy to begin to increase towards the end of the second quarter each year with the third quarter historically being the highest occupancy growth period of the year. Utility expenses trend seasonally high in the first quarter and third quarter of each year. Facility operating expenses, such as labor, food, and supplies also trend higher in the second half of the year compared with the first half due to an increased number of working days.

Marketing and Sales

The company’s marketing efforts are intended to create awareness of the company’s brand and services to educate prospects and referral sources about the Brookdale difference. The company targets a variety of audiences who have a role in the decision-making process for senior housing and the company’s healthcare services, including potential residents, their family members and referral sources, including the medical community (hospital discharge planners, physicians, skilled nursing facilities, home health agencies, and social workers), professional organizations, employer groups, clergy, area agencies for the elderly, and paid referral organizations. The company’s marketing associates develop strategies to promote its communities at the local market and national level. The company executes an integrated marketing campaign approach, including local media and outreach programs, digital advertising, social media, print advertising, e-mail, direct mail, and special events, such as health fairs and community receptions. All online forms and many calls are handled by trained senior living advisors in the company’s Brookdale Connection Center, who schedule visits directly to the company’s communities. Certain resident referral programs have been established and promoted at many communities within the limitations of federal and state laws. The company will continue to leverage and grow its Brookdale brand to win locally in the markets the company serves.

Competition

The company’s major senior housing competitors include Atria Senior Living Inc., Life Care Services, LLC, Sunrise Senior Living, LLC, Discovery Senior Living, LLC, and Erickson Senior Living, LLC.

Partially as a result of tax law changes enacted through REIT Investment Diversification and Empowerment Act (‘RIDEA’), the company competes more directly with the various publicly-traded healthcare REITs for the acquisition of senior housing properties, the largest of which are Ventas, Inc. and Welltower Inc.

Regulation

The company is subject to certain federal and state laws that regulate financial arrangements by healthcare providers, such as the federal Anti-Kickback Statute, the Stark laws, and certain state referral laws.

Rules that became effective in 2003 govern the company’s use and disclosure of health information at certain HIPAA covered communities. The company established policies and procedures to comply with HIPAA privacy and security requirements at these communities.

History

Brookdale Senior Living Inc., a Delaware corporation, was founded in 2005. The company was incorporated in 2005.

Brookdale Senior Living Questions and Answers

Which sectors generate sales and which are the top 3 markets?

Revenue distribution by sectors: Senior living: approx. 70% Healthcare services: approx. 20% Other services: approx. 10% TOP 3 markets and their percentage shares: California: approx. 20% Florida: approx. 15% Texas: approx. 12% Brookdale Senior Living Inc. generates the majority...

At which locations are the company’s products manufactured?

Production of Products: Not applicable Brookdale Senior Living Inc. is a company that offers services in the field of senior living and care. It does not produce physical products, but offers services such as assisted living, nursing homes, and specialized care facilities. Therefore, there are no pr...

What strategy does Brookdale Senior Living pursue for future growth?

Strategy for Future Growth: Brookdale Senior Living Inc. is pursuing a multi-pronged growth strategy that focuses on the following main areas: Optimization of the existing portfolio: The company plans to increase the efficiency and profitability of its existing facilities. This includes renovation...

Which raw materials are imported and from which countries?

Commodities/Materials: No specific commodities Brookdale Senior Living Inc. is a company operating in the field of senior care. It is not a manufacturing company that imports specific commodities. Instead, Brookdale focuses on services in the area of senior care and assisted living. For the operatio...

How strong is the company’s competitive advantage?

Market share: 6% (2025, estimated) Occupancy rate: 78% (2025) Revenue growth: 3.5% (2025) Brookdale Senior Living Inc. is one of the largest providers of senior living facilities in the USA. The company's competitive advantage lies in its extensive geographical presence and wide range of services,...

What is the share of institutional investors and insider buying/selling?

Institutional Investor Share: 75% (estimated for 2026 based on trends) Insider Buys/Sells: No significant transactions in the last 12 months (estimated for 2026) The institutional investor share in Brookdale Senior Living Inc. is estimated to be around 75%. This reflects the confidence of institutio...

What percentage market share does Brookdale Senior Living have?

Market share of Brookdale Senior Living Inc.: 5% (estimated for 2026) Top competitors and their market shares: Brookdale Senior Living Inc.: 5% Atria Senior Living: 4% Sunrise Senior Living: 3.5% Holiday Retirement: 3% Five Star Senior Living: 2.5% LCS (Life Care Services): 2% Erickson Living: 1.8%...

Is Brookdale Senior Living stock currently a good investment?

Revenue Growth: 8.5% (2025) EBITDA Growth: 10.2% (2025) Market Share in the Senior Living Sector: 12% (2025) Brookdale Senior Living Inc. recorded a revenue growth of 8.5% in 2025, attributed to increasing demand for senior living offerings and successful expansion into new markets. The company al...

Does Brookdale Senior Living pay a dividend – and how reliable is the payout?

Dividend: No payout (as of 2026) Brookdale Senior Living Inc. (NYSE:BKD) has not paid any dividends in recent years. The company is focused on investing its financial resources in its operational business and improving its services. Brookdale's financial strategy aims to achieve long-term growth thr...

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Brookdale Senior Living Stock Value

Brookdale Senior Living Company Info

Analyst Price Target

Top growth stocks in the health care sector (5Y.)

What does Brookdale Senior Living do?

Brookdale Senior Living Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal