Brookdale Senior Living (BKD)
Market Price (8/24/2026): $11.8 | Market Cap: $2.8 BilSector: Health Care | Industry: Health Care Facilities
Brookdale Senior Living (BKD)
Market Price (8/24/2026): $11.8Market Cap: $2.8 BilSector: Health CareIndustry: Health Care Facilities
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Low stock price volatilityVol 12M is 40% Megatrend and thematic driversMegatrends include Aging Population & Chronic Disease. Themes include Geriatric Care. | Meaningful short interestShort Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 16% | Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 181% Expensive valuation multiplesP/EBITPrice/EBIT or Price/(Operating Income) ratio is 28x Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -4.4%, Rev Chg QQuarterly Revenue Change % is -12% Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -9.3% Key risksBKD key risks include [1] its significant debt burden and persistent net losses, Show more. |
| Low stock price volatilityVol 12M is 40% |
| Megatrend and thematic driversMegatrends include Aging Population & Chronic Disease. Themes include Geriatric Care. |
| Meaningful short interestShort Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 16% |
| Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 181% |
| Expensive valuation multiplesP/EBITPrice/EBIT or Price/(Operating Income) ratio is 28x |
| Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -4.4%, Rev Chg QQuarterly Revenue Change % is -12% |
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -9.3% |
| Key risksBKD key risks include [1] its significant debt burden and persistent net losses, Show more. |
Qualitative Assessment
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Updated on 8/20/2026
Brookdale Senior Living (BKD) stock has lost about 20% since 4/30/2026 because of the following key factors:
1. Fiscal Q2 2026 Revenue Miss and Reaffirmed Guidance Disappointment.
Brookdale Senior Living's stock experienced a significant downturn following its fiscal Q2 2026 earnings release on August 10, 2026. Despite reporting an earnings per share (EPS) of $0.10, which beat the consensus estimate of a -$0.06 loss, the company's quarterly revenue of $718.58 million fell short of analysts' expectations of $735.63 million. This revenue decline was primarily attributed to the company's portfolio optimization strategy, which included the disposition of communities and resulted in a 15.7% reduction in average units. Furthermore, management reiterated its full-year 2026 Adjusted EBITDA guidance of $502 million to $516 million, rather than raising it, which reportedly disappointed investors who had anticipated an upgrade given positive operational metrics like an 8.2% year-over-year increase in consolidated revenue per available unit (RevPAR) and improved occupancy. This led to a "sell-the-news" reaction in the market.
2. Perceived Reliance on Asset Sales for Profitability.
The return to net income in fiscal Q2 2026, reporting $23 million compared to a net loss of $43 million in the prior year's second quarter, was significantly bolstered by a $45.4 million gain on the sale of communities. Approximately $150 million in cash proceeds from community sales were received in 2026 year-to-date. Some market observers and analysts viewed this profit improvement as partly driven by one-time gains from asset dispositions rather than purely sustainable operational strength, leading to profit-taking and questioning the underlying quality of earnings.
Show more
Brookdale Senior Living (BKD) stock has lost about 20% since 4/30/2026 because of the following key factors:
1. Fiscal Q2 2026 Revenue Miss and Reaffirmed Guidance Disappointment.
Brookdale Senior Living's stock experienced a significant downturn following its fiscal Q2 2026 earnings release on August 10, 2026. Despite reporting an earnings per share (EPS) of $0.10, which beat the consensus estimate of a -$0.06 loss, the company's quarterly revenue of $718.58 million fell short of analysts' expectations of $735.63 million. This revenue decline was primarily attributed to the company's portfolio optimization strategy, which included the disposition of communities and resulted in a 15.7% reduction in average units. Furthermore, management reiterated its full-year 2026 Adjusted EBITDA guidance of $502 million to $516 million, rather than raising it, which reportedly disappointed investors who had anticipated an upgrade given positive operational metrics like an 8.2% year-over-year increase in consolidated revenue per available unit (RevPAR) and improved occupancy. This led to a "sell-the-news" reaction in the market.
2. Perceived Reliance on Asset Sales for Profitability.
The return to net income in fiscal Q2 2026, reporting $23 million compared to a net loss of $43 million in the prior year's second quarter, was significantly bolstered by a $45.4 million gain on the sale of communities. Approximately $150 million in cash proceeds from community sales were received in 2026 year-to-date. Some market observers and analysts viewed this profit improvement as partly driven by one-time gains from asset dispositions rather than purely sustainable operational strength, leading to profit-taking and questioning the underlying quality of earnings.
Show more
Updated on 8/20/2026
Brookdale Senior Living (BKD) stock has lost about 20% since 4/30/2026 because of the following key factors:
1. Fiscal Q2 2026 Revenue Miss and Reaffirmed Guidance Disappointment.
Brookdale Senior Living's stock experienced a significant downturn following its fiscal Q2 2026 earnings release on August 10, 2026. Despite reporting an earnings per share (EPS) of $0.10, which beat the consensus estimate of a -$0.06 loss, the company's quarterly revenue of $718.58 million fell short of analysts' expectations of $735.63 million. This revenue decline was primarily attributed to the company's portfolio optimization strategy, which included the disposition of communities and resulted in a 15.7% reduction in average units. Furthermore, management reiterated its full-year 2026 Adjusted EBITDA guidance of $502 million to $516 million, rather than raising it, which reportedly disappointed investors who had anticipated an upgrade given positive operational metrics like an 8.2% year-over-year increase in consolidated revenue per available unit (RevPAR) and improved occupancy. This led to a "sell-the-news" reaction in the market.
2. Perceived Reliance on Asset Sales for Profitability.
The return to net income in fiscal Q2 2026, reporting $23 million compared to a net loss of $43 million in the prior year's second quarter, was significantly bolstered by a $45.4 million gain on the sale of communities. Approximately $150 million in cash proceeds from community sales were received in 2026 year-to-date. Some market observers and analysts viewed this profit improvement as partly driven by one-time gains from asset dispositions rather than purely sustainable operational strength, leading to profit-taking and questioning the underlying quality of earnings.
3. Slower-than-Expected Occupancy Inflection.
While Brookdale reported an improvement in consolidated weighted average occupancy, which rose by 230 basis points year-over-year to 82.4% in fiscal Q2 2026, management indicated that this pace was slightly below their internal expectations. Although the broader senior housing industry saw occupancy rates reach 89.9% in the second quarter of 2026, exceeding pre-pandemic levels in some markets, Brookdale's specific performance in this key operational metric, while positive, did not fully meet its own targets, dampening investor enthusiasm despite the overall favorable industry backdrop.
4. Persistent High Debt Load and Capital Expenditure Concerns.
Brookdale Senior Living continues to manage a substantial long-term debt, which stood at $4.27 billion as of June 30, 2026. Analysts have noted that the company's portfolio includes aging facilities requiring significant deferred maintenance, which will necessitate high capital expenditures in the coming years. This ongoing need for capital investment is expected to pressure free cash flow and could potentially increase the debt burden, creating headwinds for future net earnings and overall return on invested capital. Despite efforts to refinance debt maturities until 2028 and strategically acquire leased communities, the considerable debt load and anticipated capital needs remain a concern for investors.
Show less
Brookdale Senior Living (BKD) stock has lost about 20% since 4/30/2026 because of the following key factors:
1. Fiscal Q2 2026 Revenue Miss and Reaffirmed Guidance Disappointment.
Brookdale Senior Living's stock experienced a significant downturn following its fiscal Q2 2026 earnings release on August 10, 2026. Despite reporting an earnings per share (EPS) of $0.10, which beat the consensus estimate of a -$0.06 loss, the company's quarterly revenue of $718.58 million fell short of analysts' expectations of $735.63 million. This revenue decline was primarily attributed to the company's portfolio optimization strategy, which included the disposition of communities and resulted in a 15.7% reduction in average units. Furthermore, management reiterated its full-year 2026 Adjusted EBITDA guidance of $502 million to $516 million, rather than raising it, which reportedly disappointed investors who had anticipated an upgrade given positive operational metrics like an 8.2% year-over-year increase in consolidated revenue per available unit (RevPAR) and improved occupancy. This led to a "sell-the-news" reaction in the market.
2. Perceived Reliance on Asset Sales for Profitability.
The return to net income in fiscal Q2 2026, reporting $23 million compared to a net loss of $43 million in the prior year's second quarter, was significantly bolstered by a $45.4 million gain on the sale of communities. Approximately $150 million in cash proceeds from community sales were received in 2026 year-to-date. Some market observers and analysts viewed this profit improvement as partly driven by one-time gains from asset dispositions rather than purely sustainable operational strength, leading to profit-taking and questioning the underlying quality of earnings.
3. Slower-than-Expected Occupancy Inflection.
While Brookdale reported an improvement in consolidated weighted average occupancy, which rose by 230 basis points year-over-year to 82.4% in fiscal Q2 2026, management indicated that this pace was slightly below their internal expectations. Although the broader senior housing industry saw occupancy rates reach 89.9% in the second quarter of 2026, exceeding pre-pandemic levels in some markets, Brookdale's specific performance in this key operational metric, while positive, did not fully meet its own targets, dampening investor enthusiasm despite the overall favorable industry backdrop.
4. Persistent High Debt Load and Capital Expenditure Concerns.
Brookdale Senior Living continues to manage a substantial long-term debt, which stood at $4.27 billion as of June 30, 2026. Analysts have noted that the company's portfolio includes aging facilities requiring significant deferred maintenance, which will necessitate high capital expenditures in the coming years. This ongoing need for capital investment is expected to pressure free cash flow and could potentially increase the debt burden, creating headwinds for future net earnings and overall return on invested capital. Despite efforts to refinance debt maturities until 2028 and strategically acquire leased communities, the considerable debt load and anticipated capital needs remain a concern for investors.
Show less
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Stock Movement Drivers
Fundamental Drivers
The -17.8% change in BKD stock from 4/30/2026 to 8/23/2026 was primarily driven by a -13.5% change in the company's P/S Multiple.| (LTM values as of) | 4302026 | 8232026 | Change |
|---|---|---|---|
| Stock Price ($) | 14.36 | 11.80 | -17.8% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 3,194 | 3,051 | -4.5% |
| P/S Multiple | 1.1 | 0.9 | -13.5% |
| Shares Outstanding (Mil) | 238 | 239 | -0.6% |
| Cumulative Contribution | -17.8% |
Market Drivers
4/30/2026 to 8/23/2026| Return | Correlation | |
|---|---|---|
| BKD | -17.8% | |
| Market (SPY) | 6.5% | -4.7% |
| Sector (XLV) | 19.6% | 28.3% |
Fundamental Drivers
The -21.3% change in BKD stock from 1/31/2026 to 8/23/2026 was primarily driven by a -16.4% change in the company's P/S Multiple.| (LTM values as of) | 1312026 | 8232026 | Change |
|---|---|---|---|
| Stock Price ($) | 15.00 | 11.80 | -21.3% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 3,221 | 3,051 | -5.3% |
| P/S Multiple | 1.1 | 0.9 | -16.4% |
| Shares Outstanding (Mil) | 237 | 239 | -0.7% |
| Cumulative Contribution | -21.3% |
Market Drivers
1/31/2026 to 8/23/2026| Return | Correlation | |
|---|---|---|
| BKD | -21.3% | |
| Market (SPY) | 11.0% | 10.4% |
| Sector (XLV) | 13.3% | 26.4% |
Fundamental Drivers
The 52.3% change in BKD stock from 7/31/2025 to 8/23/2026 was primarily driven by a 63.3% change in the company's P/S Multiple.| (LTM values as of) | 7312025 | 8232026 | Change |
|---|---|---|---|
| Stock Price ($) | 7.75 | 11.80 | 52.3% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 3,157 | 3,051 | -3.4% |
| P/S Multiple | 0.6 | 0.9 | 63.3% |
| Shares Outstanding (Mil) | 231 | 239 | -3.5% |
| Cumulative Contribution | 52.3% |
Market Drivers
7/31/2025 to 8/23/2026| Return | Correlation | |
|---|---|---|
| BKD | 52.3% | |
| Market (SPY) | 22.2% | 14.5% |
| Sector (XLV) | 35.6% | 22.5% |
Fundamental Drivers
The 235.2% change in BKD stock from 7/31/2023 to 8/23/2026 was primarily driven by a 229.8% change in the company's P/S Multiple.| (LTM values as of) | 7312023 | 8232026 | Change |
|---|---|---|---|
| Stock Price ($) | 3.52 | 11.80 | 235.2% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 2,818 | 3,051 | 8.2% |
| P/S Multiple | 0.3 | 0.9 | 229.8% |
| Shares Outstanding (Mil) | 225 | 239 | -6.1% |
| Cumulative Contribution | 235.2% |
Market Drivers
7/31/2023 to 8/23/2026| Return | Correlation | |
|---|---|---|
| BKD | 235.2% | |
| Market (SPY) | 73.2% | 27.7% |
| Sector (XLV) | 36.3% | 28.3% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| BKD Return | 16% | -47% | 113% | -14% | 115% | 9% | 167% |
| Peers Return | 51% | -18% | 19% | 59% | 34% | 33% | 318% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 12% | 103% |
Monthly Win Rates [3] | |||||||
| BKD Win Rate | 58% | 42% | 58% | 42% | 67% | 50% | |
| Peers Win Rate | 53% | 42% | 61% | 50% | 67% | 54% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| BKD Max Drawdown | -46% | -64% | -32% | -38% | -18% | -30% | |
| Peers Max Drawdown | -35% | -37% | -30% | -24% | -20% | -19% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: ENSG, NHC, SNDA.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 8/21/2026 (YTD)
How Low Can It Go
| Event | BKD | S&P 500 |
|---|---|---|
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -18.4% | -6.7% |
| % Gain to Breakeven | 22.6% | 7.1% |
| Time to Breakeven | 6 days | 31 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -24.5% | -24.5% |
| % Gain to Breakeven | 32.4% | 32.4% |
| Time to Breakeven | 411 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -79.3% | -33.7% |
| % Gain to Breakeven | 382.2% | 50.9% |
| Time to Breakeven | 450 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -32.7% | -19.2% |
| % Gain to Breakeven | 48.7% | 23.8% |
| Time to Breakeven | 2510 days | 105 days |
| 2011 US Debt Ceiling Crisis & European Contagion | ||
| % Loss | -50.8% | -17.9% |
| % Gain to Breakeven | 103.1% | 21.8% |
| Time to Breakeven | 347 days | 123 days |
| 2010 Eurozone Sovereign Debt Crisis / Flash Crash | ||
| % Loss | -41.8% | -15.4% |
| % Gain to Breakeven | 71.9% | 18.2% |
| Time to Breakeven | 189 days | 125 days |
In The Past
Brookdale Senior Living's stock fell -5.7% during the 2025 US Tariff Shock. Such a loss loss requires a 6.0% gain to breakeven.
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Asset Allocation
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| Event | BKD | S&P 500 |
|---|---|---|
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -24.5% | -24.5% |
| % Gain to Breakeven | 32.4% | 32.4% |
| Time to Breakeven | 411 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -79.3% | -33.7% |
| % Gain to Breakeven | 382.2% | 50.9% |
| Time to Breakeven | 450 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -32.7% | -19.2% |
| % Gain to Breakeven | 48.7% | 23.8% |
| Time to Breakeven | 2510 days | 105 days |
| 2011 US Debt Ceiling Crisis & European Contagion | ||
| % Loss | -50.8% | -17.9% |
| % Gain to Breakeven | 103.1% | 21.8% |
| Time to Breakeven | 347 days | 123 days |
| 2010 Eurozone Sovereign Debt Crisis / Flash Crash | ||
| % Loss | -41.8% | -15.4% |
| % Gain to Breakeven | 71.9% | 18.2% |
| Time to Breakeven | 189 days | 125 days |
| 2008-2009 Global Financial Crisis | ||
| % Loss | -91.0% | -53.4% |
| % Gain to Breakeven | 1016.7% | 114.4% |
| Time to Breakeven | 1440 days | 1085 days |
In The Past
Brookdale Senior Living's stock fell -5.7% during the 2025 US Tariff Shock. Such a loss loss requires a 6.0% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About Brookdale Senior Living (BKD)
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Brookdale Senior Living Inc. (BKD) is a leading provider and operator of senior living communities across the United States. The company's business model involves owning, leasing, and managing a portfolio of these communities, offering a range of housing and care options designed to meet the diverse needs of the senior population.
Brookdale provides its services through three primary segments. The Independent Living segment offers communities for middle to upper-income seniors who desire an active lifestyle with some support services. The Assisted Living and Memory Care segment provides 24-hour assistance with daily activities, including specialized care for residents with Alzheimer's and other forms of dementia. Lastly, its Continuing Care Retirement Communities (CCRCs) offer a complete continuum of care, encompassing independent living, assisted living, memory care, and skilled nursing services, ensuring residents can access appropriate care as their physical abilities and healthcare needs change over time. Brookdale primarily serves seniors seeking comprehensive living arrangements and care solutions.
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- Marriott for senior living communities.
- A specialized residential property and care provider, exclusively for seniors.
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- Independent Living Services: Provides residential communities for seniors who desire an active lifestyle with convenient services and amenities.
- Assisted Living Services: Offers housing, personal care, and assistance with daily activities for seniors needing some support.
- Memory Care Services: Delivers specialized care environments and programs for residents living with Alzheimer's and other forms of dementia.
- Skilled Nursing Services: Provides comprehensive medical care and rehabilitation services for residents with advanced healthcare needs, often within CCRC settings.
- Community Management Services: Manages senior living properties on behalf of other owners.
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Brookdale Senior Living (BKD) primarily sells its services to individuals.
The company serves the following categories of customers:
- Independent Living Residents: Middle to upper-income seniors who are largely self-sufficient but seek a community environment with access to services and amenities, often including some level of assisted living support.
- Assisted Living and Memory Care Residents: Individuals who require 24-hour assistance with activities of daily living, or those living with Alzheimer's disease and other dementias who need specialized memory care services and a secure environment.
- Continuing Care Retirement Community (CCRC) Residents: Seniors who desire a full spectrum of living arrangements and care levels, including independent living, assisted living, memory care, and skilled nursing, all within a single community to accommodate their evolving needs over time.
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Nick Stengle, Chief Executive Officer
Nick Stengle joined Brookdale in October 2025 as Chief Executive Officer. He brings extensive leadership and operational experience in the senior living, healthcare, and hospitality industries. Previously, he served nearly three years as President and Chief Operating Officer of Gentiva, a leading provider of hospice, palliative, and home health services. Prior to Gentiva, he was Executive Vice President and Chief Operating Officer for Kindred at Home, Gentiva's predecessor company, and also served as EVP and Chief Operating Officer for Sunrise Senior Living, a senior living services provider. Earlier in his career, Mr. Stengle was a member of the portfolio operations team at global investment firm TPG Capital. He also held various leadership positions during his 11 years in the United States Air Force, including Top Gun Instructor Pilot and Combat Fighter Pilot.
Dawn L. Kussow, Executive Vice President – Chief Financial Officer
Dawn L. Kussow joined Brookdale in March 2007 and has served as Executive Vice President and Chief Financial Officer since February 2023. She was also appointed to the Office of the CEO from April 2025 to October 2025 and served as Interim Chief Financial Officer from August 2022 to October 2022. Her previous roles at Brookdale include Senior Vice President and Chief Accounting Officer, and Vice President and Corporate Controller. Before joining Brookdale, Ms. Kussow served as Director of Financial Reporting for AON Hewitt and as Senior Manager for Deloitte & Touche, LLP. She is a Certified Public Accountant.
Mary Sue Patchett, Executive Vice President – Chief Operating Officer
Mary Sue Patchett rejoined Brookdale in August 2025 and has served as Executive Vice President – Chief Operating Officer since December 2025. She previously held various senior leadership positions at Brookdale from 2011 until her retirement in 2021, including Executive Vice President of Strategic Operations. Prior to her time at Brookdale, Ms. Patchett served as Chief Operating Officer at Horizon Bay and also owned and operated Patchett & Associates, Inc., a management consulting firm for senior housing and healthcare companies.
Jaclyn Pritchett, Executive Vice President – Human Resources
Jaclyn Pritchett joined Brookdale in 2016 and has served as Executive Vice President – Human Resources since March 2022. Her previous roles at Brookdale include Senior Vice President – Human Resources, Senior Vice President – HR Field Operations and Talent Management, and Vice President of HR Field Operations.
Chad C. White, Executive Vice President, General Counsel and Secretary
Chad C. White joined Brookdale in February 2007 and has served as Executive Vice President since January 2018, General Counsel since March 2017, and Secretary since March 2013.
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Here are the key risks to Brookdale Senior Living (BKD):
- Labor Shortages and Rising Operational Costs: Brookdale Senior Living faces significant challenges from persistent labor shortages and increasing operational expenses, particularly wage rates for staff. Labor can account for a substantial portion of operating costs, and the difficulty in hiring and retaining qualified staff directly impacts the quality of care and financial margins. This issue has been exacerbated by inflation, with healthcare support occupations seeing a notable rise in wages. The use of staffing algorithms by Brookdale has also been cited as contributing to understaffing in some communities, leading to concerns about the adequacy of care provided to residents.
- Regulatory Scrutiny, Litigation Risks, and Reputational Damage: The senior living industry is heavily regulated, and Brookdale is exposed to stringent scrutiny, audits, and potential investigations. The company has faced, and continues to face, litigation related to staffing levels, quality of care, and compliance with consumer protection laws. Notably, Brookdale settled a lawsuit for $3.25 million for allegedly misrepresenting the quality of care by over-reporting nursing staffing hours to CMS, resulting in undeserved high star ratings and endangering residents. Further investigations and lawsuits have highlighted claims of chronic understaffing and neglect due to overreliance on staffing algorithms, posing significant risks to the company's reputation and financial stability.
- High Debt Levels and Profitability Challenges: Brookdale Senior Living has consistently reported financial concerns, including net losses and a strained balance sheet. The company's liabilities significantly outweigh its cash and short-term receivables, indicating a heavy debt load. Analysts have forecasted negative Earnings Per Share (EPS) for the near future, and Brookdale's balance sheet shows a high debt-to-equity ratio and a low Altman Z-Score, suggesting substantial leverage and potential financial distress. Despite efforts to improve occupancy rates, persistent losses and high capital needs remain critical constraints on financial flexibility.
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The addressable market for Brookdale Senior Living's main products and services is the U.S. senior living market, which encompasses Independent Living, Assisted Living, Memory Care, and Continuing Care Retirement Communities (CCRCs).
The overall U.S. senior living market was valued at approximately USD 943.90 billion in 2025 and is projected to reach USD 1.33 trillion by 2033, growing at a Compound Annual Growth Rate (CAGR) of 4.47% from 2026 to 2033.
Below is a breakdown of the addressable markets for Brookdale's main products and services within the U.S. region:
- Independent Living: The active adults 55+ community segment, which includes independent living, held the largest share of the U.S. senior living market, accounting for 70.03% of revenue in 2025. Based on the overall U.S. senior living market value of USD 943.90 billion in 2025, the approximate market size for this segment would be around USD 661.0 billion. The independent living segment is also projected to account for a 32.2% share of the senior living market in 2025.
- Assisted Living: The U.S. assisted living facility market was valued at USD 103.5 billion in 2024 and is predicted to reach USD 182.3 billion by 2034, growing at a CAGR of 5.9% during the forecast period.
- Memory Care: The U.S. memory care market size was valued at USD 6.3 billion in 2023 and is expected to grow to USD 10.2 billion by 2032, exhibiting a CAGR of 5.6% from 2024 to 2032. Another estimate places the U.S. memory care market size at USD 8.15 billion in 2025, projected to reach USD 13.79 billion by 2035 with a CAGR of 5.4%.
- Continuing Care Retirement Communities (CCRCs): The broader retirement communities market in the U.S., which includes CCRCs, was estimated at USD 488.7 billion in 2024. In 2025, there were over 1,900 CCRCs operating in the United States, collectively housing approximately 623,000 residents.
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Brookdale Senior Living (BKD) is expected to drive future revenue growth over the next 2-3 years through several key strategies and favorable market dynamics:
- Occupancy Growth and Increased Demand: Brookdale anticipates continued growth in its occupancy rates, driven by favorable demographic trends, as the aging population increases demand for senior living solutions. The company reported a consolidated weighted average occupancy of 82.4% in December 2025, a 310 basis point increase year-over-year. Management expects demand in the senior living market to continue to outpace supply, providing opportunities to further increase occupancy. This is particularly relevant as the oldest baby boomers turn 80 in 2026, a significant demographic benchmark for the senior housing market.
- Revenue Per Available Unit (RevPAR) Expansion and Pricing Strategy: The company is focused on increasing its Revenue Per Available Unit (RevPAR) through strategic pricing initiatives. Brookdale projects RevPAR growth of 8% to 9% for 2026. This growth is supported by a unified and centralized pricing strategy that aims to optimize revenue management based on unit type and demand. Higher year-over-year annual resident rate increases are also expected for 2026 compared to 2025.
- Strategic Portfolio Optimization and Acquisitions: Brookdale is actively optimizing its real estate portfolio to enhance long-term value and operational control. The company is increasing its direct ownership of real estate assets, aiming for over 75% of its consolidated unit count to be owned by the end of 2025. This includes a three-portfolio acquisition plan completed by February 2025, totaling 41 communities and 2,789 units. Additionally, the company is strategically divesting underperforming assets, with a projected decrease in community count to 517 by mid-2026, optimizing resource allocation and enhancing operational efficiency.
- Expansion of the HealthPlus Program: Brookdale is rapidly expanding its HealthPlus program, a care coordination initiative focused on preventative care and chronic condition management. The program was set to grow to 129 communities by the end of 2024, up from approximately 50 earlier in the year. This expansion is aimed at positioning Brookdale for a future where a significant number of seniors will be on Medicare Advantage plans and aligns with the broader shift towards value-based care models, potentially strengthening partnerships with healthcare providers.
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Capital Allocation Decisions for Brookdale Senior Living (BKD)
Share Repurchases
- No information regarding specific share repurchases or authorized future share repurchases by Brookdale Senior Living Inc. was available in the provided sources over the last 3-5 years.
Share Issuance
- No specific dollar amount of shares issued by Brookdale Senior Living Inc. was available in the provided sources over the last 3-5 years.
Inbound Investments
- Mason Capital Management acquired 1,109,977 shares of Brookdale Senior Living in February 2026, with an estimated transaction value of $10.91 million.
- CenterBook Partners LP acquired a new stake of 257,554 shares in Brookdale Senior Living in Q3 2025, valued at approximately $2.18 million.
- GSA Capital Partners LLP purchased a new position in shares of Brookdale Senior Living in Q3 2025 valued at $725,000.
Outbound Investments
- In 2025, Brookdale Senior Living purchased 30 previously leased communities from Diversified Healthcare Trust and Welltower for a combined $310 million, funded through mortgage financings and cash.
Capital Expenditures
- Brookdale Senior Living's total non-development capital expenditures for 2025 were $170.7 million, primarily reinvested into capital projects within its communities.
- For 2026, the company projects non-development capital investment to be approximately $175 million to $195 million.
- The primary focus of these capital expenditures is to improve community facilities and services, with a shift towards larger, market-focused projects aimed at boosting occupancy and net operating income.
Peer Outperformance in Health Care Facilities
BKD has outperformed 78% of its 23 Health Care Facilities peers over 5Y. Among the peers that beat it is THC. Health Care Facilities ranks 4th of 10 industries in Health Care by median 5Y return.
Share of Health Care Facilities constituents that BKD has outperformed, by holding period. Peers without a full price history over a given window are excluded from that window.
1Y
72%
of 29 industry peers · 52.8% return
3Y
76%
of 25 industry peers · 175.1% return
5Y
78%
of 23 industry peers · 75.3% return
Health Care Facilities peers with revenue growth within 4pp of BKD's that beat it on at least 2 of 3 windows, and by at least 20pp over 5Y. Growth is matched by construction, so the gap is largely a re-rating gap. The multiple column is the context for it.
| Ticker | Name | Rev Growth 3Y Avg | P/E | 1Y | 3Y | 5Y | 5Y Gap |
|---|---|---|---|---|---|---|---|
| BKD | Brookdale Senior Living | 2.0% | -20.4x | 52.8% | 175.1% | 75.3% | — |
| THC | Tenet Healthcare | 4.5% | 10.5x | 56.4% | 280.1% | 286.3% | +211pp |
Price returns, excluding dividends. P/E shown for context only and not used for matching.
Median price return by industry across the Health Care sector, ranked by 5Y. Health Care Facilities is BKD's own industry. Use this to see which corners of the sector have carried the returns.
| Industry | Names | 1Y med | 3Y med | 5Y med | Top 3 by 5Y |
|---|---|---|---|---|---|
| Health Care Distributors | 7 | 9.5% | 82.4% | 124.2% | CAH 394% · MCK 340% · COR 184% |
| Health Care Services | 20 | 20.6% | 46.6% | 7.5% | HIMS 337% · RDNT 157% · DGX 80% |
| Managed Health Care | 8 | 29.7% | -3.0% | 0.6% | OSCR 158% · HQY 63% · ELV 14% |
| Health Care Facilities ← | 24 | 7.9% | -0.8% | -16.4% | THC 286% · NHC 265% · ENSG 123% |
| Health Care Equipment | 51 | -4.5% | -4.5% | -17.6% | POCI 11300% · UFPT 373% · GKOS 260% |
| Health Care Supplies | 12 | 33.9% | -12.1% | -26.0% | LNTH 297% · HAE 78% · MMSI 29% |
| Pharmaceuticals | 63 | 4.5% | 4.1% | -38.2% | LQDA 2499% · INDV 1253% · ETON 1190% |
| Health Care Technology | 21 | -19.9% | -53.0% | -72.5% | SPOK 115% · HSTM -1% · VEEV -23% |
| Life Sciences Tools & Services | 108 | -2.5% | -28.0% | -72.6% | SNWV 1782% · MEDP 245% · ELMD 225% |
| Biotechnology | 365 | 7.8% | -24.2% | -78.3% | BRTX 107550% · CELZ 1771% · DNTH 1543% |
Median of constituents with a full price history over each window. Top names are unfiltered by size in this render.
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 109.52 |
| Mkt Cap | 3.2 |
| Rev LTM | 2,305 |
| Op Inc LTM | 141 |
| FCF LTM | 85 |
| FCF 3Y Avg | 51 |
| CFO LTM | 206 |
| CFO 3Y Avg | 171 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 12.9% |
| Rev Chg 3Y Avg | 15.2% |
| Rev Chg Q | 13.1% |
| QoQ Delta Rev Chg LTM | 3.1% |
| Op Inc Chg LTM | 21.2% |
| Op Inc Chg 3Y Avg | 42.1% |
| Op Mgn LTM | 6.5% |
| Op Mgn 3Y Avg | 5.2% |
| QoQ Delta Op Mgn LTM | 0.9% |
| CFO/Rev LTM | 9.2% |
| CFO/Rev 3Y Avg | 7.9% |
| FCF/Rev LTM | 2.5% |
| FCF/Rev 3Y Avg | 2.0% |
Segment Financials
Revenue by Segment| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Assisted Living and Memory Care | 2,103 | 2,039 | 1,968 | 1,755 | 1,590 |
| Independent Living | 594 | 599 | 564 | 508 | 476 |
| Continuing care retirement centers (CCRCs) | 346 | 334 | 333 | 323 | 304 |
| All Other | 151 | 153 | 149 | 159 | 202 |
| Other operating income | -9 | ||||
| Health Care Services | 174 | ||||
| Total | 3,194 | 3,125 | 3,007 | 2,745 | 2,746 |
| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Assisted Living and Memory Care | 563 | 533 | 502 | 54 | -32 |
| Independent Living | 198 | 195 | 185 | 29 | 26 |
| Continuing care retirement centers (CCRCs) | 66 | 60 | 50 | -14 | -25 |
| All Other | 11 | 11 | 10 | 12 | 21 |
| Loss (gain) on sale of communities, net | 2 | 36 | 74 | 0 | |
| Loss (gain) on facility operating lease termination, net | -4 | 2 | |||
| Asset impairment | -71 | -9 | -41 | ||
| General and administrative expense (including non-cash stock-based compensation expense) | -195 | -186 | -179 | -169 | -185 |
| Facility operating lease expense | -200 | -201 | -202 | ||
| Depreciation and amortization | -356 | -358 | -343 | ||
| Corporate and All other | -28 | -29 | |||
| Health Care Services | 5 | ||||
| Total | 13 | 47 | 18 | -43 | -217 |
| $ Mil | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|
| Assisted Living and Memory Care | 3,983 | 3,316 | 3,330 | 3,601 | 3,788 |
| Independent Living | 1,253 | 1,206 | 1,268 | 1,349 | 1,420 |
| Continuing care retirement centers (CCRCs) | 641 | 613 | 665 | 693 | 738 |
| Corporate and All other | 459 | 439 | 675 | 767 | 723 |
| Health Care Services | 233 | ||||
| Total | 6,336 | 5,573 | 5,937 | 6,410 | 6,902 |
Price Behavior
Price Behavior
| Market Price | $11.80 | |
| Market Cap ($ Bil) | 2.8 | |
| First Trading Date | 11/22/2005 | |
| Distance from 52W High | -29.6% | |
| 50 Days | 200 Days | |
| DMA Price | $14.16 | $13.20 |
| DMA Trend | up | up |
| Distance from DMA | -16.7% | -10.6% |
| 3M | 1YR | |
| Volatility | 47.5% | 40.1% |
| Downside Capture | 5.75 | 6.16 |
| Upside Capture | -50.08 | 54.19 |
| Correlation (SPY) | -8.2% | 14.2% |
BKD Betas & Captures as of 7/31/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 0.23 | -0.30 | -0.22 | 0.32 | 0.47 | 0.84 |
| Up Beta | -1.59 | 0.01 | 0.29 | 0.76 | 0.87 | 1.12 |
| Down Beta | 0.63 | 0.30 | 0.13 | 0.11 | 0.53 | 0.66 |
| Up Capture | -11% | -19% | -34% | 19% | 59% | 88% |
| Bmk +ve Days | 11 | 22 | 35 | 67 | 138 | 427 |
| Stock +ve Days | 7 | 21 | 30 | 66 | 141 | 385 |
| Down Capture | 138% | -114% | -66% | 29% | -9% | 78% |
| Bmk -ve Days | 11 | 21 | 28 | 59 | 114 | 326 |
| Stock -ve Days | 15 | 22 | 33 | 60 | 107 | 348 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with BKD | |
|---|---|---|---|---|
| BKD | 61.7% | 40.2% | 1.28 | - |
| Sector ETF (XLV) | 28.8% | 16.0% | 1.39 | 21.4% |
| Equity (SPY) | 21.1% | 12.9% | 1.22 | 13.9% |
| Gold (GLD) | 37.5% | 28.8% | 1.10 | 3.0% |
| Commodities (DBC) | 43.2% | 20.2% | 1.66 | -15.8% |
| Real Estate (VNQ) | 12.9% | 13.8% | 0.64 | 31.4% |
| Bitcoin (BTCUSD) | -31.6% | 44.1% | -0.73 | -9.3% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with BKD | |
|---|---|---|---|---|
| BKD | 13.0% | 53.2% | 0.42 | - |
| Sector ETF (XLV) | 7.1% | 15.1% | 0.28 | 24.3% |
| Equity (SPY) | 12.9% | 17.2% | 0.57 | 30.2% |
| Gold (GLD) | 20.6% | 18.6% | 0.90 | 4.7% |
| Commodities (DBC) | 10.4% | 19.6% | 0.41 | 5.7% |
| Real Estate (VNQ) | 2.3% | 18.9% | 0.02 | 37.0% |
| Bitcoin (BTCUSD) | 10.4% | 52.8% | 0.38 | 13.3% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with BKD | |
|---|---|---|---|---|
| BKD | -3.3% | 60.0% | 0.19 | - |
| Sector ETF (XLV) | 10.7% | 16.7% | 0.52 | 30.5% |
| Equity (SPY) | 15.2% | 17.9% | 0.72 | 38.0% |
| Gold (GLD) | 12.7% | 16.2% | 0.64 | 3.9% |
| Commodities (DBC) | 8.0% | 18.0% | 0.36 | 16.4% |
| Real Estate (VNQ) | 5.0% | 20.7% | 0.20 | 44.2% |
| Bitcoin (BTCUSD) | 63.1% | 66.1% | 1.03 | 9.5% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Updated 8/19/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 8/10/2026 | -8.3% | -10.7% | |
| 5/6/2026 | -4.4% | -9.3% | -13.0% |
| 2/18/2026 | -9.7% | -8.7% | -14.6% |
| 11/6/2025 | 3.5% | 13.5% | 16.1% |
| 8/6/2025 | -8.6% | -5.3% | -1.4% |
| 5/6/2025 | -2.1% | 2.5% | -0.7% |
| 2/18/2025 | 2.6% | 11.1% | 15.3% |
| 11/6/2024 | -11.8% | -15.8% | -14.1% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 10 | 12 | 11 |
| # Negative | 15 | 13 | 13 |
| Median Positive | 10.8% | 11.5% | 15.3% |
| Median Negative | -7.0% | -8.7% | -11.1% |
| Max Positive | 21.1% | 33.0% | 43.7% |
| Max Negative | -11.8% | -15.8% | -31.4% |
| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 8/10/2026 | -8.3% | -10.7% | |
| 5/6/2026 | -4.4% | -9.3% | -13.0% |
| 2/18/2026 | -9.7% | -8.7% | -14.6% |
| 11/6/2025 | 3.5% | 13.5% | 16.1% |
| 8/6/2025 | -8.6% | -5.3% | -1.4% |
| 5/6/2025 | -2.1% | 2.5% | -0.7% |
| 2/18/2025 | 2.6% | 11.1% | 15.3% |
| 11/6/2024 | -11.8% | -15.8% | -14.1% |
| 8/8/2024 | -7.0% | -4.8% | -5.6% |
| 5/7/2024 | -4.9% | -2.9% | -10.1% |
| 2/20/2024 | -10.7% | -4.1% | 3.4% |
| 11/6/2023 | 7.0% | -0.7% | 26.0% |
| 8/7/2023 | 21.1% | 10.0% | 5.0% |
| 5/8/2023 | -1.0% | -7.5% | 0.5% |
| 2/21/2023 | 10.6% | 7.0% | -19.5% |
| 11/7/2022 | -0.5% | 11.9% | -31.4% |
| 8/8/2022 | 7.9% | 14.2% | 2.6% |
| 5/5/2022 | -2.6% | -10.9% | -11.1% |
| 2/14/2022 | 17.3% | 21.2% | 26.0% |
| 11/4/2021 | 14.4% | 6.8% | -10.1% |
| 8/5/2021 | -4.1% | -9.3% | -4.8% |
| 5/6/2021 | 10.9% | 6.1% | 3.0% |
| 2/24/2021 | 18.5% | 23.2% | 20.8% |
| 11/4/2020 | -11.0% | 33.0% | 43.7% |
| 8/10/2020 | -7.0% | -11.5% | -12.4% |
| SUMMARY STATS | |||
| # Positive | 10 | 12 | 11 |
| # Negative | 15 | 13 | 13 |
| Median Positive | 10.8% | 11.5% | 15.3% |
| Median Negative | -7.0% | -8.7% | -11.1% |
| Max Positive | 21.1% | 33.0% | 43.7% |
| Max Negative | -11.8% | -15.8% | -31.4% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 06/30/2026 | 08/10/2026 | 10-Q |
| 03/31/2026 | 05/07/2026 | 10-Q |
| 12/31/2025 | 02/19/2026 | 10-K |
| 09/30/2025 | 11/07/2025 | 10-Q |
| 06/30/2025 | 08/07/2025 | 10-Q |
| 03/31/2025 | 05/07/2025 | 10-Q |
| 12/31/2024 | 02/19/2025 | 10-K |
| 09/30/2024 | 11/07/2024 | 10-Q |
| 06/30/2024 | 08/09/2024 | 10-Q |
| 03/31/2024 | 05/08/2024 | 10-Q |
| 12/31/2023 | 02/21/2024 | 10-K |
| 09/30/2023 | 11/07/2023 | 10-Q |
| 06/30/2023 | 08/08/2023 | 10-Q |
| 03/31/2023 | 05/09/2023 | 10-Q |
| 12/31/2022 | 02/22/2023 | 10-K |
| 09/30/2022 | 11/08/2022 | 10-Q |
| Report Date | Filing Date | Filing |
|---|---|---|
| 06/30/2026 | 08/10/2026 | 10-Q |
| 03/31/2026 | 05/07/2026 | 10-Q |
| 12/31/2025 | 02/19/2026 | 10-K |
| 09/30/2025 | 11/07/2025 | 10-Q |
| 06/30/2025 | 08/07/2025 | 10-Q |
| 03/31/2025 | 05/07/2025 | 10-Q |
| 12/31/2024 | 02/19/2025 | 10-K |
| 09/30/2024 | 11/07/2024 | 10-Q |
| 06/30/2024 | 08/09/2024 | 10-Q |
| 03/31/2024 | 05/08/2024 | 10-Q |
| 12/31/2023 | 02/21/2024 | 10-K |
| 09/30/2023 | 11/07/2023 | 10-Q |
| 06/30/2023 | 08/08/2023 | 10-Q |
| 03/31/2023 | 05/09/2023 | 10-Q |
| 12/31/2022 | 02/22/2023 | 10-K |
| 09/30/2022 | 11/08/2022 | 10-Q |
| 06/30/2022 | 08/09/2022 | 10-Q |
| 03/31/2022 | 05/06/2022 | 10-Q |
| 12/31/2021 | 02/15/2022 | 10-K |
| 09/30/2021 | 11/05/2021 | 10-Q |
| 06/30/2021 | 08/06/2021 | 10-Q |
| 03/31/2021 | 05/07/2021 | 10-Q |
| 12/31/2020 | 02/25/2021 | 10-K |
| 09/30/2020 | 11/05/2020 | 10-Q |
| 06/30/2020 | 08/10/2020 | 10-Q |
| 03/31/2020 | 05/06/2020 | 10-Q |
| 12/31/2019 | 02/19/2020 | 10-K |
| 09/30/2019 | 11/05/2019 | 10-Q |
Investor Activity (13F)
Updated Aug 24, 202613F holdings as of Mar 31, 2026 (Q1 2026)
Active managers (13F portfolio over $250M, at least 3 holdings) with a position over $5M that is either over 10% of their portfolio or held in a concentrated book of 50 or fewer total positions. Index/ETF, sovereign, bank, community-bank and charitable/donor-advised filers are excluded.
| Active Manager | Value | % of Portfolio | Total Positions | QoQ | Filing |
|---|---|---|---|---|---|
| Flat Footed LLC | $33.3 Mil | 11.1% | 15 | TRIM -93.2% | 13F |
| Carronade Capital Management, LP | $120.9 Mil | 8.8% | 25 | ADD +13.2% | 13F |
| Luxor Capital Group, LP | $40.1 Mil | 6.3% | 38 | ADD +154.7% | 13F |
| Mason Capital Management LLC | $30.6 Mil | 5.0% | 7 | TRIM -37.7% | 13F |
| Park West Asset Management LLC | $48.9 Mil | 4.3% | 48 | ADD +398.8% | 13F |
| Maple Rock Capital Partners Inc. | $111.6 Mil | 3.6% | 44 | Hold | 13F |
| 140 Summer Partners LP | $39.2 Mil | 3.5% | 20 | New | 13F |
| Adelante Capital Management LLC | $47.6 Mil | 3.3% | 42 | TRIM -5.6% | 13F |
| Thames Capital Management LLC | $10.4 Mil | 1.9% | 43 | ADD +42.6% | 13F |
| Active Manager | Value | % of Portfolio | Total Positions | QoQ | Filing |
|---|---|---|---|---|---|
| 140 Summer Partners LP | $39.2 Mil | 3.5% | 20 | New | 13F |
| Park West Asset Management LLC | $48.9 Mil | 4.3% | 48 | ADD +398.8% | 13F |
| Luxor Capital Group, LP | $40.1 Mil | 6.3% | 38 | ADD +154.7% | 13F |
| Thames Capital Management LLC | $10.4 Mil | 1.9% | 43 | ADD +42.6% | 13F |
| Carronade Capital Management, LP | $120.9 Mil | 8.8% | 25 | ADD +13.2% | 13F |
| Active Manager | Value | % of Portfolio | Total Positions | QoQ | As Of | Filing |
|---|---|---|---|---|---|---|
| Iron Triangle Partners LP | $37.7 Mil | 4.3% | 27 | Exited | Dec 31, 2025 | 13F |
| Flat Footed LLC | $33.3 Mil | 11.1% | 15 | TRIM -93.2% | Mar 31, 2026 | 13F |
| Mason Capital Management LLC | $30.6 Mil | 5.0% | 7 | TRIM -37.7% | Mar 31, 2026 | 13F |
| Adelante Capital Management LLC | $47.6 Mil | 3.3% | 42 | TRIM -5.6% | Mar 31, 2026 | 13F |
| Active Manager | Value | % of Portfolio | Total Positions | QoQ | Filing |
|---|---|---|---|---|---|
| Carronade Capital Management, LP | $120.9 Mil | 8.8% | 25 | ADD +13.2% | 13F |
| Maple Rock Capital Partners Inc. | $111.6 Mil | 3.6% | 44 | Hold | 13F |
| Park West Asset Management LLC | $48.9 Mil | 4.3% | 48 | ADD +398.8% | 13F |
| Adelante Capital Management LLC | $47.6 Mil | 3.3% | 42 | TRIM -5.6% | 13F |
| Luxor Capital Group, LP | $40.1 Mil | 6.3% | 38 | ADD +154.7% | 13F |
| 140 Summer Partners LP | $39.2 Mil | 3.5% | 20 | New | 13F |
| Flat Footed LLC | $33.3 Mil | 11.1% | 15 | TRIM -93.2% | 13F |
| Mason Capital Management LLC | $30.6 Mil | 5.0% | 7 | TRIM -37.7% | 13F |
| Thames Capital Management LLC | $10.4 Mil | 1.9% | 43 | ADD +42.6% | 13F |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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