Brookdale Senior Living Inc. ( BKD ) Q3 2025 Earnings Call November 7, 2025 9:00 AM EST Company Participants Michael Grant Nikolas Stengle - CEO & Director Dawn Kussow - Executive VP & CFO Chad White - Executive VP, General Counsel & Secretary Conference Call Participants Brian Tanquilut - Jefferies LLC, Research Division Benjamin Hendrix - RBC Capital Markets, Research Division Joanna Gajuk - BofA Securities, Research Division Andrew Mok - Barclays Bank PLC, Research Division Joshua Raskin - Nephron Research LLC Presentation Operator Good morning. My name is Rebecca, and I will be your conference operator today.
Brookdale (BKD) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.
BKD's September weighted average consolidated occupancy rate hits 82.5%, up 330 bps YoY. The metric signals a year-over-year rise of 290 bps in third-quarter 2025.
| - Industry | - Sector | Nikolas W. Stengle CEO | XDUS Exchange | US1124631045 ISIN |
| US Country | 24,480 Employees | - Last Dividend | 8 Apr 2015 Last Split | 22 Nov 2005 IPO Date |
Brookdale Senior Living Inc. is a prominent company in the United States that specializes in owning, managing, and operating senior living communities. Since its incorporation in 2005, Brookdale has dedicated itself to providing a range of living options and services tailored towards the senior demographic. Headquartered in Brentwood, Tennessee, the company operates across three main segments: Independent Living, Assisted Living and Memory Care, and Continuing Care Retirement Communities (CCRCs). Each segment is designed to meet the distinct needs of seniors, providing them with care and accommodation that align with their lifestyle and health requirements. Brookdale's mission revolves around offering a nurturing environment that respects the independence and individuality of its residents, while ensuring their comfort, safety, and wellbeing.
Brookdale's Independent Living communities cater to middle to upper income seniors desiring a lifestyle that balances independence with the availability of professional assistance when needed. These communities typically include both independent and assisted living units, allowing residents to choose the level of support that best suits their needs. The aim is to provide a vibrant, engaging environment where seniors can enjoy retirement without the burdens of home maintenance.
This segment encompasses communities designed for individuals who require 24-hour assistance with daily activities. Brookdale offers both multi-story and single-story living options to cater to residents' preferences. The memory care communities are specifically tailored for residents suffering from Alzheimer's and other dementias, providing a secure, supportive environment built around enhancing quality of life and maintaining dignity. Each community is staffed by professionals trained in caring for individuals with memory loss, ensuring personalized care and attention.
CCRCs by Brookdale offer a comprehensive solution for seniors looking for a long-term living arrangement that can adapt to their changing health and care needs over time. These communities combine independent living, assisted living, memory care, and skilled nursing services all in one location. Residents can move between levels of care as necessary, giving them peace of mind that they will not need to relocate to receive the support they require. This flexibility makes CCRCs an attractive option for seniors and their families seeking continuity of care.