Brookdale Senior Living (NYSE:BKD) Announces Earnings Results, Misses Expectations By $0.03 EPS

Brookdale Senior Living (NYSE:BKD) released its earnings results on Friday. The company reported ($0.06) EPS for the quarter, missing analysts’ consensus estimates of ($0.03) by ($0.03), FiscalAI reports. Brookdale Senior Living had a negative net margin of 4.53% and a negative return on equity of 15,050.32%. The business had revenue of $712.07 million for the quarter, compared to the consensus estimate of $721.26 million.

Here are the key takeaways from Brookdale Senior Living’s conference call:

• Brookdale lowered its 2026 outlook, now expecting Adjusted EBITDA of $495 million–$502 million and RevPAR growth of 7.4%–7.9%. The company attributed the reduction mainly to weaker-than-expected occupancy growth, with October occupancy up just 10 basis points sequentially; the outlook also includes costs from a community fire and increased marketing.
• Occupancy remains the company’s main operating challenge: summer move-ins missed expectations, move-outs were somewhat higher than anticipated, and external lead volumes have weakened amid industry changes in online search. Management said lead-to-move-in conversion is near a recent high and is shifting sales efforts toward internally generated leads, but expects the improvement to take time.
• Third-quarter Adjusted EBITDA rose 12% year over year to $124.3 million, meeting expectations, while labor as a share of same-community revenue improved by 120 basis points. Management expects its labor-productivity actions to continue benefiting results, including in 2027.
• Brookdale completed the purchase of 17 communities it previously leased and agreed to acquire 30 more, moves that management expects to increase its owned share of the portfolio to about 80%. The company said greater ownership should reduce lease costs and support cash flow, though the transactions will be funded partly with debt.

Brookdale Senior Living Stock Down 15.7%

Shares of BKD stock traded down $1.70 during trading hours on Friday, hitting $9.12. 25,482,001 shares of the company’s stock were exchanged, compared to its average volume of 4,881,713. The firm has a market cap of $2.18 billion, a P/E ratio of -15.72, a P/E/G ratio of 5.39 and a beta of 0.55. The firm has a 50 day moving average of $10.96 and a two-hundred day moving average of $13.28. Brookdale Senior Living has a fifty-two week low of $8.02 and a fifty-two week high of $17.09.

Brookdale Senior Living News Roundup

Here are the key news stories impacting Brookdale Senior Living this week:

• Negative Sentiment: Brookdale reported Q3 revenue of $712.1 million, below the roughly $721.3 million analysts expected. Its loss per share was $0.06, wider than the $0.03 loss consensus. The revenue and earnings misses likely weighed on the stock. Brookdale misses Q3 sales expectations Brookdale Announces Third Quarter 2026 Results

Wall Street Analysts Forecast Growth

BKD has been the subject of a number of research reports. Weiss Ratings reiterated a “sell (d-)” rating on shares of Brookdale Senior Living in a report on Monday, August 24th. Zacks Research upgraded shares of Brookdale Senior Living from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, October 6th. Finally, Barclays cut their price objective on shares of Brookdale Senior Living from $18.00 to $17.00 and set an “overweight” rating on the stock in a report on Tuesday, August 11th. Two analysts have rated the stock with a Strong Buy rating, five have issued a Buy rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Buy” and an average target price of $17.40.

Brookdale Senior Living Company Profile

Brookdale Senior Living, Inc (NYSE: BKD) is a U.S.-based operator of senior living communities. The company provides housing, care and support services for older adults through a range of offerings, including independent living, assisted living, memory care and continuing care retirement communities.

Brookdale’s services are designed to support residents with different levels of independence and care needs. Its communities generally provide accommodations, dining, wellness programs, social and recreational activities, transportation and assistance with daily living.