Stock Fundamentals

Company Information

Company Name
Brookdale Senior Living Inc
Sector
Healthcare
Industry
Medical Care Facilities
Exchange
NYSE
ISIN: US1124631045
CIK: 0001332349
CUSIP: 112463104
Currency: USD
Full Time Employees: 22,440
Phone: 615 221 2250
Fiscal Year End: December
IPO Date: Nov 22, 2005
Description:

Brookdale Senior Living Inc. owns, manages, and operates senior living communities in the United States. It operates in three segments: Independent Living, Assisted Living and Memory Care, and Continuing Care Retirement Communities (CCRCs). The Independent Living segment owns or leases communities comprising independent and assisted living units in a single community that are primarily designed for middle to upper income seniors. The Assisted Living and Memory Care segment owns or leases communities consisting of freestanding, multi-story communities and freestanding single-story communities, which offer housing and 24-hour assistance with activities of daily living for the Company's residents. This segment operates memory care communities for residents with Alzheimer's and other dementias. The CCRCs segment owns or leases communities that provides various living arrangements, such as independent and assisted living, memory care, and skilled nursing; and services to accommodate various levels of physical ability and healthcare needs. It manages communities on behalf of others. The company was incorporated in 2005 and is headquartered in Brentwood, Tennessee.

Address:

105 Westwood Place, Brentwood, TN, United States, 37027

Directors & Officers

Name Title Year Born
Ms. Dawn L. Kussow CPA Executive VP & CFO 1974
Mr. Chad C. White Executive VP, General Counsel & Secretary 1975
Mr. Nikolas W. Stengle CEO & Director 1976
Ms. Tara Jones Senior VP & Chief Information Officer NA
Mr. Michael Grant Vice President of Investor Relations NA
Mr. David Cygan Chief Marketing Officer NA
Mr. Richard R. Wigginton Chief Sales Officer NA
Ms. Jaclyn C. Pritchett Executive Vice President of Human Resources 1985
Ms. Jessica L. Hazel Vice President of Investor Relations NA
Mr. Ross C. Roadman Senior Vice President 1951

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
BlackRock Inc 33.07M Sep 30, 2025 13.90% $0.00 4.92%
Vanguard Group Inc 21.95M Dec 31, 2025 9.23% $0.00 -0.74%
Deerfield Management Co 11.64M Dec 31, 2025 4.89% $1.60 -0.04%
Antipodes Partners Limited 11.43M Dec 31, 2025 4.81% $2.59 -5.51%
Wellington Management Company LLP 10.16M Dec 31, 2025 4.27% $0.02 -12.52%
Flat Footed LLC 8.50M Dec 31, 2025 3.57% $10.02 -33.12%
Maple Rock Capital Partners, Inc. 8.50M Dec 31, 2025 3.57% $3.03 34.92%
Morgan Stanley - Brokerage Accounts 8.21M Sep 30, 2025 3.45% $0.00 103.72%
Carronade Capital Management LP 7.13M Sep 30, 2025 3.00% $1.40 3.26%
Renaissance Technologies Corp 6.36M Dec 31, 2025 2.68% $0.11 -12.70%
Geode Capital Management, LLC 5.43M Sep 30, 2025 2.28% $0.00 1.23%
State Street Corp 5.22M Sep 30, 2025 2.20% $0.00 2.23%
Dimensional Fund Advisors, Inc. 5.02M Dec 31, 2025 2.11% $0.01 -1.14%
FMR Inc 4.33M Dec 31, 2025 1.82% $0.00 1,574.57%
Deutsche Bank AG 3.85M Sep 30, 2025 1.62% $0.01 5.40%
Citadel Advisors Llc 3.70M Sep 30, 2025 1.56% $0.00 69.50%
Mason Capital Management LLC 3.59M Dec 31, 2025 1.51% $6.89 44.83%
Iron Triangle Partners LP 3.49M Dec 31, 2025 1.47% $4.31 23.02%
Senator Investment Group LP 3.41M Dec 31, 2025 1.43% $1.47 0.00%
UBS Group AG 3.35M Sep 30, 2025 1.41% $0.00 36.70%

Shares Statistics

Shares Outstanding: 237.68M
Shares Float: 234.45M
% Insiders: 282.40%
% Institutions: 10,360.40%
Short % Float: 11.95%

🏆 Top 10 Institutional Holders

Rank Holder Name Shares Held % of Shares Change Date Reported
1 BlackRock Inc 33.07M 13.90% ▲ 4.92% Sep 30, 2025
2 Vanguard Group Inc 21.95M 9.23% ▼ 0.74% Dec 31, 2025
3 Deerfield Management Co 11.64M 4.89% ▼ 0.04% Dec 31, 2025
4 Antipodes Partners Limited 11.43M 4.81% ▼ 5.51% Dec 31, 2025
5 Wellington Management Company LLP 10.16M 4.27% ▼ 12.52% Dec 31, 2025
6 Flat Footed LLC 8.50M 3.57% ▼ 33.12% Dec 31, 2025
7 Maple Rock Capital Partners, Inc. 8.50M 3.57% ▲ 34.92% Dec 31, 2025
8 Morgan Stanley - Brokerage Accounts 8.21M 3.45% ▲ 103.72% Sep 30, 2025
9 Carronade Capital Management LP 7.13M 3.00% ▲ 3.26% Sep 30, 2025
10 Renaissance Technologies Corp 6.36M 2.68% ▼ 12.70% Dec 31, 2025

Valuation Metrics

Enterprise Value: $8.88B
Trailing P/E: 0.00
Forward P/E: 47.62

Financial Highlights

Market Cap: $3.64B
EBITDA: $460.23M
PEG Ratio: $-0.75
Book Value: $-0.19
Earnings/Share: $-1.32
Profit Margin: -8.60%
Operating Margin: 3.82%
ROA (TTM): 1.07%
ROE (TTM): -308.16%
Revenue (TTM): $3.05B
Revenue/Share (TTM): $12.98
Earnings Growth (YOY): 0.00%
Revenue Growth (YOY): -4.00%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

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Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Earnings Per Share (EPS) History

Financial Ratios (Yearly)

Financial Ratios (Quarterly)

Earnings History

Balance Sheet (Yearly)

Financial Ratios

Date Current Ratio Debt/Equity Debt/Assets Interest Coverage Debt/EBITDA
2025-12-31 3.62x -3.42x 1.01x 0.07x 0.44x
2024-12-31 0.88x 19.82x 0.97x 0.19x 10.01x
2023-12-31 0.80x 9.64x 0.93x 0.08x 10.54x
2022-12-31 0.99x 6.95x 0.90x -0.21x 12.66x
2021-12-31 1.11x 5.75x 0.89x -1.16x 9.44x
2020-12-31 1.12x 5.31x 0.88x -0.47x 16.55x
2019-12-31 0.57x 5.47x 0.90x -0.18x 10.55x
2018-12-31 1.00x 3.60x 0.84x -2.12x 7.25x
2017-12-31 0.82x 2.60x 0.80x -0.83x 6.25x
2016-12-31 0.85x 1.75x 0.77x -0.08x 4.52x
2015-12-31 0.59x 1.63x 0.76x -0.42x 4.93x
2014-12-31 0.70x 1.29x 0.73x -0.34x 6.16x
2013-12-31 0.34x 2.58x 0.78x 0.96x 6.17x
2012-12-31 0.28x 2.67x 0.79x 0.83x 7.17x
2011-12-31 0.45x 0.11x 0.77x 0.72x 0.29x
2010-12-31 0.54x 2.42x 0.77x 0.54x 7.01x
2009-12-31 0.46x 2.42x 0.77x 0.30x 8.08x
2008-12-31 0.43x 2.66x 0.78x -1.07x 8.95x
2007-12-31 0.53x 1.65x 0.70x N/A 8.20x
2006-12-31 0.53x 1.06x 0.63x N/A 11.24x
2005-12-31 0.85x 1.20x 0.63x N/A 77.25x
2004-12-31 1.15x 9.25x 0.90x N/A 8.86x
2003-12-31 0.53x 0.48x 0.76x N/A 2.65x
2002-12-31 N/A 0.00x 0.75x N/A 0.00x
2001-12-31 N/A 0.00x 0.69x N/A 0.00x

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Dec 05, 2024 Lee S Wielansky N/A Sale 10.00K $5.62 $56.20K
Feb 23, 2024 Frank M Bumstead N/A Purchase 1.00K $5.36 $5.36K
Dec 06, 2023 Marcus E Bromley N/A Sale 4.00K $5.30 $21.17K
Dec 04, 2023 Marcus E Bromley N/A Sale 10.00K $5.38 $53.80K
Nov 21, 2023 Marcus E Bromley N/A Sale 1.01K $5.45 $5.48K
Mar 02, 2023 Jordan R Asher N/A Sale 17.20K $3.33 $57.28K

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