Update shared on 08 Nov 2025
Fair value Increased 6.17%Analysts have modestly increased their price target for Brookdale Senior Living from $8.30 to $8.81. This change reflects updated projections in financial metrics and valuation assumptions.
What's in the News
- Brookdale Senior Living reported that September 2025 consolidated weighted average occupancy increased to 82.5 percent, up 330 basis points year-over-year and 70 basis points sequentially (Announcement of Operating Results).
- Month-end consolidated occupancy in September reached 83.8 percent, climbing 60 basis points sequentially. Same community occupancy rose to 84.0 percent, up 30 basis points sequentially (Announcement of Operating Results).
- Third quarter weighted average consolidated occupancy grew to 81.8 percent, a 290 basis point year-over-year increase and a 170 basis point sequential increase. This marks the strongest sequential growth since 2022 (Announcement of Operating Results).
- On October 2, 2025, Nikolas W. Stengle was appointed Chief Executive Officer, effective October 6, 2025. Interim CEO Denise W. Warren will resume her role as Non-Executive Chairman of the Board (Executive Changes, CEO).
- August 2025 saw consolidated weighted average occupancy rise to 81.8 percent, up 290 basis points year-over-year and 70 basis points sequentially (Announcement of Operating Results).
Valuation Changes
- Consensus Analyst Price Target has increased slightly from $8.30 to $8.81.
- Discount Rate decreased modestly from 9.64 percent to 9.40 percent.
- Revenue Growth expectations fell significantly from 2.34 percent to 1.03 percent.
- Net Profit Margin slipped marginally from 5.39 percent to 5.31 percent.
- Future P/E ratio rose from 18.0x to 19.9x. This suggests higher valuation expectations relative to earnings.
Disclaimer
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