BKD News & Events

February consolidated occupancy results: February 2026 weighted average occupancy increased 280 basis points year-over-year to 82.1%. Sequential weighted average occupancy seasonally declined 20 bps, reflecting the normal seasonal trend and in line with historical monthly trends for February. 2026 first quarter-to-date weighted average occupancy of 82.2% represents a sequential occupancy change from the full 2025 fourth quarter that is better than normal seasonality trends. February same community occupancy results: Weighted average occupancy of 82.6% improved 160 basis points year-over-year. Occupancy declined 30 basis points sequentially from January, reflecting the normal seasonal trend.

Reports Q4 revenue $754.09M vs. $780.95M last year. Reports Q4 adjusted EBITDA $105.6M vs. $98.5M last year. "Brookdale's Q4 results continued the positive momentum displayed throughout 2025, as we position Brookdale to capitalize on increasing industry demand in a suppressed supply growth environment," said CEO Nick Stengle. "We are pleased with the results we delivered as we focus on operational excellence and delivering shareholder value. We are excited about the opportunities in 2026 for further progress, which is demonstrated by our recently provided annual guidance of mid-teens year over year growth in Adjusted EBITDA for our ongoing portfolio and 8% to 9% RevPAR growth."