OakChart

Brookdale Senior Living Inc

BKDHealthcare·Medical Care Facilities·USA·Mid·NYSE·Nov 11 • 3:59 PM ET

9.22-0.16 (-1.71%)
2026-11-12 03:13 CET
Market cap
2,206.49 USD m
Revenue, TTM
2,949.60 USD m
Net income, TTM
-37.49 USD m
Free cash flow, TTM
14.66 USD m
EPS diluted, TTM
-0.16
P/E
-
Compare

Price

BKD against its 20, 50 and 200-day averages
2050200beatmiss
10.0012.0014.0016.0012.7M25.5MVolumeMay 26Jun 26Jul 26Aug 26Sep 26Oct 26Nov 26BKDclose 9.2220-day 10.0150-day 10.74200-day 13.239.2252w low

46.1% under the 52-week high of 17.09 on 17 Feb 2026. 52-week low 8.79 on 10 Nov 2026. Last 15 sessions, 30.2% high to low

Volume 2.62× normal · the line is the 50-bar volume average

Profile

BKD
52-week range, 5% of the way up
8.7917.09

Brookdale Senior Living, Inc. engages in the provision of operation of senior living communities. It focuses on independent living, assisted living and dementia-care communities and continuing care retirement centers. It operates through the following segments: Independent Living, Assisted Living and Memory Care, and CCRCs. The Independent Living segment is primarily designed for middle to upper income seniors who desire an upscale residential environment providing the highest quality of service. The Assisted Living and Memory Care segment offers housing and 24-hour assistance with ADLs to mid-acuity frail and elderly residents. The CCRCs segment offers a variety of living arrangements and services to accommodate all levels of physical ability and health. The company was founded in 1978 and is headquartered in Brentwood, TN.

IndexRUT
Employees33000
IPONov 22, 2005
Beta0.55
ATR, 14d0.53
Rel volume2.62
Short float18.77%
Insider own6.78%
Inst own106.67%

Snapshot

6 groups

Valuation

IndexRUT
Market Cap2.21B
Enterprise Value7.35B
Income-37.49M
Sales2.95B
Book/sh-0.16
Cash/sh1.60
Dividend Est.-
Dividend TTM-
Dividend Ex-DateOct 08, 2008
Dividend Gr. 3/5Y- -
Payout-
Employees33000
IPONov 22, 2005

Ratios

P/E-
Forward P/E107.42
PEG-
P/S0.75
P/B-
P/C5.76
P/FCF150.51
EV/EBITDA15.21
EV/Sales2.49
Quick Ratio1.05
Current Ratio1.05
Debt/Eq-
LT Debt/Eq-
Option/ShortYes / Yes

Earnings

EPS (ttm)-0.16
EPS next Y0.09
EPS next Q-0.05
EPS this Y97.47%
EPS next Y402.94%
EPS next 5Y-
EPS past 3/5Y3.73% -
Sales past 3/5Y5.18% -1.38%
EPS Y/Y TTM87.98%
Sales Y/Y TTM-8.42%
EPS Q/Q87.95%
Sales Q/Q-12.43%
EarningsNov 06 BMO
EPS/Sales Surpr.-129.01% -1.27%

Ownership

Insider Own6.78%
Insider Trans0.00%
Inst Own106.67%
Inst Trans7.19%
ROA-0.63%
ROE-362.06%
ROIC-0.70%
Gross Margin11.71%
Oper. Margin6.36%
Profit Margin-1.27%
SMA20-7.86%
SMA50-14.17%
SMA200-30.30%
Trades-

Technical

Shs Outstand238.82M
Shs Float223.09M
Short Float18.77%
Short Ratio7.27
Short Interest41.88M
52W High17.09 -46.05%
52W Low8.79 4.89%
Volatility8.03% 4.44%
ATR (14)0.53
RSI (14)37.62
Beta0.55
Rel Volume2.62
Avg Volume5.76M
Volume15,090,829

Performance

Perf Week-17.61%
Perf Month-8.89%
Perf Quarter-26.53%
Perf Half Y-28.30%
Perf YTD-14.55%
Perf Year-9.70%
Perf 3Y120.57%
Perf 5Y30.41%
Perf 10Y-23.49%
Recom1.17
Target Price16.17
Prev Close9.38
Price9.22
Change %-1.71%

Analyst ratings

latest 10 of 20
DateActionAnalystRating changeTargetImplied
Jun 15, 2026InitiatedCCompass PointBuy$22+138.6%
Apr 09, 2026InitiatedSStephensOverweight$18+95.2%
Jan 06, 2026UpgradeBBofA SecuritiesUnderperform → Buy$13+41.0%
Nov 10, 2025UpgradeBBarclaysEqual Weight → Overweight$14+51.8%
Apr 01, 2025InitiatedBBarclaysEqual Weight$7-24.1%
Oct 16, 2024InitiatedJJefferiesBuy$8-13.2%
Oct 07, 2024DowngradeBBofA SecuritiesNeutral → Underperform$7.75 → $6-34.9%
Jun 28, 2024InitiatedMMacquarieOutperform$7.50-18.7%
Dec 15, 2023UpgradeBBofA SecuritiesUnderperform → Neutral$3.95 → $6-34.9%
Nov 17, 2023UpgradeRRBC Capital MktsSector Perform → Outperform$7 → $9-2.4%

Peers

Mkt cap
TickerCompanyMkt cap
SNDASonida Senior Living Inc1.67B
NHCNational Healthcare Corp3.30B
PNTGPennant Group Inc1.29B
ENSGEnsign Group Inc10.86B
PACSPACS Group Inc7.95B
INNVInnovAge Holding Corp1.30B
JANJanus Living Inc10.10B
WELLWelltower Inc181.46B
VTRVentas Inc48.85B
AHRAmerican Healthcare REIT Inc13.86B

Insider trading

1 filings
InsiderRelationshipDateTransactionCostSharesValueTotal heldForm
KAESTNER H TODDAFFILIATENov 12 '25Proposed Sale10.3920,000207,750Nov 12 03:15 PM

Held by

AUM
TickerCompanyAUM
VTIVanguard Morningstar Total Stock Market ETFAUM: 687.42B
IWMiShares Russell 2000 Index FundAUM: 77.38B
VBVanguard Morningstar Small-Cap ETFAUM: 79.59B
VBKVanguard Morningstar Small-Cap Growth ETFAUM: 22.34B
VXFVanguard Extended Market Index ETFAUM: 30.47B
IWNiShares Russell 2000 Value ETFAUM: 14.10B
DFASU.S. Small Cap Portfolio-ETF Class SharesAUM: 15.51B
VTWOVanguard Russell 2000 Index ETFAUM: 16.75B
SCHASchwab U.S. Small-Cap ETFAUM: 22.25B
DFACU.S. Core Equity 2 Portfolio-ETF Class SharesAUM: 49.14B

News

latest 14 of 200

Quarterly earnings

actual against estimate
PeriodReportedEPS actEPS estEPS repSales actSales estAnalysts
2026Q32026-11-06-0.060-0.026-0.060712.07721.266
2026Q22026-08-100.100-0.0560.095718.58735.636
2026Q12026-05-06-0.030-0.021-0.029764.86771.165
2025Q42026-02-18-0.170-0.168-0.168754.09766.334
2025Q32025-11-06-0.480-0.170-0.483813.17827.374
2025Q22025-08-06-0.180-0.133-0.183812.94817.633
2025Q12025-05-06-0.280-0.117-0.282813.86816.93
2024Q42025-02-18-0.370-0.210-0.366780.95781.783
2024Q32024-11-06-0.220-0.173-0.222784.17784.233
2024Q22024-08-08-0.170-0.150-0.166777.54779.162
2024Q12024-05-07-0.130-0.175-0.131782.83783.342
2023Q42024-02-20-0.400-0.215-0.404754.48753.672
2023Q32023-11-06-0.220-0.215-0.217757.29753.092
2023Q22023-08-07-0.020-0.240-0.020750.79747.043
2023Q12023-05-08-0.200-0.303-0.198753.26752.313
2022Q42023-02-21-0.130-0.407-0.127700.59695.973

Annual earnings

PeriodEPS actEPS estEPS repSales actSales est
2017FY-3.070-3.358-3.0704,7474,731
2018FY-2.820-2.667-2.8184,5314,535
2019FY-1.440-1.170-1.4414,0574,075
2020FY0.4400.2450.4453,5403,421
2021FY-0.540-1.590-0.5372,7582,760
2022FY-1.250-1.515-1.2522,8252,821
2023FY-0.840-0.650-0.8393,0163,015
2024FY-0.890-0.713-0.8883,1253,126
2025FY-1.120-1.118-1.1203,1943,206
2026FY--0.028--2,902
2027FY-0.086--2,960
2028FY-0.363--3,117

Estimate revisions

last 14 periods
PeriodTypeDateEstimatesUpDownMeanLowHigh
2026Q4S2026-11-06504705.16693.71729.32
2026Q4S2026-10-28501717.81713.77729.32
2026Q4S2026-10-25500724.37714.58746.61
2026Q4S2026-10-09502724.37714.58746.61
2026Q4S2026-10-05502725.02714.58746.61
2026Q4S2026-09-22502725.11714.58746.61
2026Q4S2026-09-09503725.11714.58746.61
2026Q4S2026-09-01503725.03714.58746.61
2026Q4S2026-08-21504725.03714.58746.61
2026Q4S2026-08-19504724.35714.58746.61
2026Q4S2026-08-11504725.49714.58746.61
2026Q4S2026-07-09502737.36717.32748.71
2026Q4S2026-07-08511743.48729.16748.71
2026Q4S2026-06-18511743.64729.16748.73

Estimate history

EPS, annual-3.07-2.818-1.4410.445-0.537-1.252-0.839-0.888-1.117-0.1598
Period201720182019202020212022202320242025TTM
EPS, quarterly-0.222-0.366-0.282-0.183-0.483-0.168-0.0290.095-0.058
PeriodQ3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26
Sales, annual4747.1164531.4264057.0883424.4462745.8912744.913006.7563125.4873194.0662949.6
Period201720182019202020212022202320242025TTM
Sales, quarterly784.167780.948813.864812.944813.165754.093764.856718.583712.068
PeriodQ3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26
Shares, annual188.098192.356192.129187.804186.958187.249188.253200.02237.746238.822
Period201720182019202020212022202320242025MRQ
Shares, quarterly199.241200.02234.003237.454237.526237.746238.789238.817238.822
PeriodQ3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26

Income statement, annual

Currency USD, millions
MetricTTM2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY
Total Revenue2,949.603,194.073,125.493,006.762,744.912,745.893,424.454,057.094,531.43
Total Expenses2,761.943,090.533,062.072,988.102,886.042,902.703,393.984,039.144,465.20
Operating Income187.66103.5463.4218.66-141.13-156.8030.4617.9466.22
Unusual Expense42.77133.6837.2278.67-30.8962.06117.2667.90672.55
Net Income Before Taxes-36.81-264.70-197.35-180.29-239.90-107.5387.30-270.76-577.81
Income Taxes0.73-1.954.658.78-1.56-8.165.35-2.27-49.46
Consolidated Net Income-37.54-262.75-201.99-189.07-238.34-99.3681.94-268.49-528.35
Net Income From Continuing Operations-37.49-262.69-201.94-189.01-238.43-99.2982.02-267.93-528.26
Net Income-37.49-262.69-201.94-189.01-238.43-99.2982.02-267.93-528.26
EPS (Recurring)-0.03-0.72-0.77-0.59-1.37-0.300.89-1.19-0.31
EPS (Basic, Before Extraordinaries)-0.16-1.12-0.89-0.84-1.25-0.540.45-1.44-2.82
EPS (Diluted)-0.16-1.12-0.89-0.84-1.25-0.540.44-1.44-2.82
Non-Operating Income (Expense)67.2318.5529.4678.5782.71306.48382.8727.32308.39
Other After Tax Adjustments0.000.000.000.000.000.000.000.000.00
Stock Option Compensation Expense10.539.4311.219.4711.4311.8815.1516.8119.03
Price To Earnings Ratio------10.22--
Price To Sales Ratio0.880.790.370.440.190.350.240.330.28
Gross Margin11.719.498.337.151.411.677.025.617.00
Operating Margin6.363.242.030.62-5.14-5.710.890.441.46
Net Margin-1.27-8.22-6.46-6.29-8.69-3.622.40-6.60-11.66
Shares Outstanding238.82237.75200.02188.25187.25186.96187.80192.13192.36
Market Capitalization2,206.492,206.491,002.041,095.55509.98956.47812.401,349.281,257.88

Income statement, quarterly

Currency USD, millions
Metric2026Q32026Q22026Q12025Q42025Q32025Q22025Q12024Q4
Total Revenue712.07718.58764.86754.09813.16812.94813.86780.95
Total Expenses658.63667.64708.90726.77794.84786.97781.94767.43
Operating Income53.4350.9555.9627.3218.3325.9731.9213.51
Unusual Expense10.5611.339.7011.1768.1211.1938.7131.71
Net Income Before Taxes-17.1128.78-7.33-41.15-114.57-43.31-65.67-80.38
Income Taxes-3.195.53-0.43-1.170.17-0.27-0.683.56
Consolidated Net Income-13.9223.26-6.90-39.98-114.74-43.04-64.99-83.94
Net Income From Continuing Operations-13.9123.27-6.89-39.96-114.73-43.02-64.98-83.92
Net Income-13.9123.27-6.89-39.96-114.73-43.02-64.98-83.92
EPS (Recurring)-0.030.13-0.00-0.14-0.28-0.15-0.16-0.27
EPS (Basic, Before Extraordinaries)-0.060.10-0.03-0.17-0.48-0.18-0.28-0.37
EPS (Diluted)-0.060.10-0.03-0.17-0.48-0.18-0.28-0.37
Non-Operating Income (Expense)4.5750.187.265.22-1.185.025.017.26
Other After Tax Adjustments0.000.000.000.000.000.000.000.00
Stock Option Compensation Expense2.922.942.911.772.082.443.142.79
Price To Sales Ratio0.881.291.040.800.620.510.460.37
Gross Margin12.3012.6512.939.027.888.669.746.70
Operating Margin7.507.097.323.622.253.193.921.73
Net Margin-1.953.24-0.90-5.30-14.11-5.29-7.98-10.75
Shares Outstanding238.82238.82238.79237.75237.53237.45234.00200.02
Market Capitalization2,206.493,842.133,252.992,564.302,011.541,631.061,253.181,002.04

Balance sheet, annual

Currency USD, millions
Metric2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY2017FY
Cash & Short Term Investments312.35368.68349.07475.26556.27581.38335.65440.81551.63
Short Term Receivables67.6851.8963.0970.4651.14109.22133.61133.91128.96
Investments4,305.064,629.554,375.864,599.104,969.045,124.755,144.455,299.855,874.89
Investment in Unconsolidated Affiliates0.000.001.9155.3367.424.9021.2127.53129.79
Net Property, Plant & Equipment1,032.141,133.84670.91597.13630.42788.141,159.740.000.00
Deferred Tax Assets--0.001.600.28----
Other Intangible Assets235.02151.61112.60138.17135.89293.37399.77565.18990.17
Total Assets5,952.246,335.565,573.445,937.066,410.476,901.767,194.436,467.267,675.45
Total Debt5,516.125,652.004,725.674,892.735,226.025,444.955,860.474,514.665,142.29
Long Term Debt5,362.905,463.114,490.504,625.874,992.105,210.305,264.324,197.104,539.79
Provision for Risks Charges129.15140.00122.63135.96136.00153.03155.73155.65165.01
Deferred Tax Liabilities6.329.605.99-0.009.5615.4018.3770.64
Other Liabilities344.03320.06313.99324.22348.83491.49464.11760.17767.21
Total Liabilities5,995.626,121.665,168.285,352.915,710.846,099.036,495.715,448.856,145.16
Preferred Stock - Carrying Value0.000.000.000.000.000.000.000.000.00
Common Equity-44.75212.47403.66582.61697.40800.43696.361,018.901,530.73
Total Shareholders Equity-44.75212.47403.66582.61697.40800.43696.361,018.901,530.73
Accumulated Minority Interest1.381.431.491.552.222.292.37-0.49-0.44
Total Equity-43.38213.91405.15584.15699.62802.73698.731,018.411,530.29
Total Liabilities & Stockholders Equity5,952.246,335.565,573.445,937.066,410.476,901.767,194.436,467.267,675.45
Book Value Per Share-0.191.062.143.113.734.263.625.308.14
Tangible Book Value Per Share-0.300.932.002.973.583.262.644.235.09
Full-Time Employees33,00036,00036,00036,00033,00045,00058,40065,40075,600
Price to Book Ratio-56.143.422.231.041.381.042.011.241.23
Return on Assets-4.28-3.39-3.28-3.86-1.491.16-3.92-7.47-6.77
Return on Equity-313.25-65.55-38.33-37.25-13.2610.96-31.24-41.44-31.67
Return on Invested Capital-4.94-3.56-3.86-4.58-1.751.36-4.49-10.13-9.41
Quick Ratio0.980.880.800.991.111.120.571.000.82
Current Ratio0.980.880.800.991.111.120.571.000.82

Cash flow, annual

Currency USD, millions
MetricTTM2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY
Funds from Operations253.06212.37153.96122.2845.51-7.0344.52176.68255.64
Extraordinary Item0.000.000.000.000.000.000.000.000.00
Changes in Working Capital-20.825.6612.2240.65-41.27-50.49161.1349.37-38.83
Cash from Operating Activities232.24218.03166.18162.924.25-57.52205.65226.05216.81
Capital Expenditures-217.58-201.51-200.61-231.44-190.73-176.66-185.87-304.090.00
Net Assets From Acquisitions-184.03-311.03-108.41-0.57-6.000.00-472.19-0.500.00
Sale of Fixed Assets and Businesses186.5026.157.0283.534.65334.01331.3292.730.00
Purchase or Sale of Investments-18.9125.6130.8723.16128.67-12.90-101.93-22.4643.85
Purchase of Investments-44.54-0.01-49.69-183.83-270.08-367.69-382.35-190.57-249.42
Sale Or Maturity of Investments25.6325.6380.56206.99398.75354.79280.42168.11293.27
Other Uses-2.19-4.05-15.48-12.74-5.34-0.10--0.86-271.77
Other Sources-3.268.888.5524.700.350.003.570.00503.84
Cash from Investing Activities-239.47-455.95-278.07-113.36-68.39144.34-425.11-235.17275.92
Cash Dividends Paid0.000.000.000.000.000.000.000.000.00
Change in Capital Stock0.000.000.000.000.000.00-18.12-23.95-4.26
Repurchase of Common Pref Stock0.000.000.000.000.000.00-18.12-23.95-4.26
Sale of Common Pref Stock0.000.000.000.000.000.000.000.000.00
Proceedsfrom Stock Options0.000.000.000.000.000.000.000.000.00
Issuance or Reduction of Debt, Net0.00225.71170.66-161.69112.51-88.61424.24-105.93-289.82
Change in Long Term Debt0.000.000.000.00112.51-88.61424.24-105.93-289.82
Issuance of Long Term Debt0.000.000.000.00393.70352.961,129.48322.00806.92
Reduction of Long Term Debt0.000.000.000.00-281.19-441.57-705.24-427.92-1,096.74
Net Financing Active Other Cash Flow-42.37-24.62-28.59-12.75-12.13-25.05-23.20-9.51-30.98
Other Financing Activities Uses-42.37-24.62-28.59-12.75-11.37-8.72-23.69-10.62-19.38
Cash from Financing Activities72.44201.09142.06-174.44100.38-113.66382.91-139.39-325.06
Net Change in Cash65.22-36.8330.17-124.8836.23-26.83163.45-148.52167.67
Free Cash Flow14.6616.52-34.44-68.52-186.48-234.1819.78-78.05216.81
Preferred Dividends (Cash Flow)-0.000.000.000.000.000.000.000.00
Price to Free Cash Flow176.69153.62----41.30-5.79

Balance sheet, quarterly

Currency USD, millions
Metric2026Q32026Q22026Q12025Q42025Q32025Q2
Cash & Short Term Investments383.29423.74301.22312.35295.26289.16
Short Term Receivables52.6456.4464.3667.6867.5656.06
Investments4,366.414,242.234,268.214,305.064,362.334,537.59
Investment in Unconsolidated Affiliates0.000.000.000.000.000.00
Net Property, Plant & Equipment946.06992.311,012.791,032.141,052.241,079.83
Other Intangible Assets177.46187.09251.23235.02235.32178.83
Total Assets5,925.865,901.815,897.815,952.246,012.716,141.47
Total Debt5,526.065,490.895,514.775,516.125,497.445,551.18
Long Term Debt5,387.655,339.155,354.195,362.905,311.035,398.77
Provision for Risks Charges0.000.000.00129.150.000.00
Deferred Tax Liabilities6.6310.105.336.327.387.70
Other Liabilities431.05428.45432.28344.03513.23475.81
Total Liabilities5,963.745,929.445,952.385,995.626,018.056,034.69
Preferred Stock - Carrying Value0.000.000.000.000.000.00
Common Equity-39.22-28.98-55.94-44.75-6.73105.38
Total Shareholders Equity-39.22-28.98-55.94-44.75-6.73105.38
Accumulated Minority Interest1.341.351.361.381.391.40
Total Equity-37.88-27.62-54.57-43.38-5.34106.78
Total Liabilities & Stockholders Equity5,925.865,901.815,897.815,952.246,012.716,141.47
Book Value Per Share-0.16-0.12-0.23-0.19-0.030.44
Tangible Book Value Per Share-0.28-0.24-0.35-0.30-0.140.33
Full-Time Employees---33,000--
Price to Book Ratio-56.14-68.69-72.67-380.7319.0911.10
Return on Assets-0.63-2.30-3.38-4.28-5.13-4.19
Return on Equity--362.06-450.75-313.25-214.33-108.91
Return on Invested Capital-0.260.44-0.13-0.75-2.16-0.78
Quick Ratio1.051.141.030.980.840.83
Current Ratio1.051.141.030.980.840.83

Cash flow, quarterly

Currency USD, millions
Metric2026Q32026Q22026Q12025Q42025Q32025Q2
Funds from Operations65.7962.9175.4448.9248.5749.57
Extraordinary Item0.000.000.000.000.000.00
Changes in Working Capital19.1129.00-54.56-14.3827.9633.99
Cash from Operating Activities84.9091.9220.8934.5476.5383.56
Capital Expenditures-59.03-48.42-46.48-63.65-41.59-54.46
Net Assets From Acquisitions-160.54-23.480.000.000.000.00
Sale of Fixed Assets and Businesses21.12125.3122.0618.017.091.05
Purchase or Sale of Investments-4.75-14.84-4.945.63-0.00-0.00
Purchase of Investments-24.75-14.84-4.940.00-0.00-0.00
Sale Or Maturity of Investments20.000.000.005.630.000.00
Other Uses0.27-1.62-0.52-0.31-1.06-0.46
Other Sources0.210.670.14-4.281.373.48
Cash from Investing Activities-202.7337.60-29.73-44.60-34.20-50.40
Cash Dividends Paid0.000.000.000.000.000.00
Preferred Dividends (Cash Flow)0.000.000.000.000.000.00
Change in Capital Stock0.000.000.000.000.000.00
Repurchase of Common Pref Stock0.000.000.000.000.000.00
Sale of Common Pref Stock0.000.000.000.000.000.00
Proceedsfrom Stock Options0.000.000.000.000.000.00
Issuance or Reduction of Debt, Net80.54-11.7813.7532.31-31.98-24.95
Change in Long Term Debt0.000.000.000.000.000.00
Issuance of Long Term Debt0.000.000.000.000.000.00
Reduction of Long Term Debt0.000.000.000.000.000.00
Net Financing Active Other Cash Flow-7.70-9.85-14.26-10.56-2.58-0.81
Other Financing Activities Uses-7.70-9.85-14.26-10.56-2.58-0.81
Cash from Financing Activities72.84-21.63-0.5121.74-34.56-25.76
Net Change in Cash-44.99107.88-9.3611.687.767.41
Free Cash Flow25.8743.49-25.59-29.1134.9429.10
Price to Free Cash Flow176.69165.40348.94155.2749.6394.57

Revenue breakdown

Health Care, Resident Service2024: 2.97B 2025: 3.04B
Management Service2024: 10.52M 2025: 10.85M
Reimbursement Costs, Managed Communities2024: 142.92M 2025: 140.50M
United States2024: 3.13B 2025: 3.19B
Assisted Living And Memory Care2024: 2.04B 2025: 2.10B
CCRCs Rental2024: 334.47M 2025: 345.60M
Corporate And All Other2024: 153.44M 2025: 151.35M
Independent Living2024: 598.92M 2025: 593.81M

Short interest

shares short against float, oldest to newest
SettlementOf floatShares shortFloatAvg volume
2026-10-3018.81%41.9M222.6M5.11M
2026-10-1520.50%45.6M222.6M5.14M
2026-09-3020.84%45.2M216.7M4.83M
2026-09-1520.93%45.3M216.6M5.11M
2026-08-3118.82%40.8M216.6M5.18M
2026-08-1418.38%39.8M216.6M5.00M
2026-07-3117.86%38.7M216.6M4.64M
2026-07-1517.32%37.5M216.6M4.26M
2026-06-3017.04%36.9M216.6M4.01M
2026-06-1517.45%37.6M215.3M3.56M
2026-05-2917.66%38.2M216.5M3.44M
2026-05-1518.01%38.8M215.4M3.89M
2026-04-3017.56%37.8M215.5M4.33M
2026-04-1517.93%38.5M214.6M4.94M
2026-03-3117.79%38.1M214.2M5.14M
2026-03-1317.07%36.6M214.2M4.93M
2026-02-2716.82%36.0M214.2M4.65M
2026-02-1313.13%28.1M214.2M4.44M
2026-01-309.75%20.9M214.3M4.04M
2026-01-158.88%19.0M214.3M3.35M

Option chain

expiry 2026-11-20
TypeStrikeBidAskLastIVOpen intVolumeDeltaThetaVega
call1.007.109.100.0025.8550.000.000.992-0.0150.000
call2.006.108.100.0013.2810.000.000.960-0.0800.001
call3.005.107.100.009.6120.000.000.935-0.0870.002
call4.004.806.000.007.0180.000.000.909-0.0870.002
call5.003.805.000.005.5300.000.000.879-0.0840.003
call6.002.204.000.004.3470.000.000.842-0.0790.003
call7.001.802.750.002.7310.000.000.794-0.0710.004
call8.000.151.750.001.9210.000.000.722-0.0600.005
call9.000.350.600.450.84448.0013.000.591-0.0370.006
call10.000.000.751.261.57350.000.000.416-0.0490.006
call11.000.000.750.722.0839050.000.352-0.0630.005
call12.000.000.750.302.4944.000.000.315-0.0720.005
call13.000.000.750.252.8443.000.000.290-0.0790.005
call14.000.000.350.002.5840.000.000.202-0.0590.004
call15.000.000.750.002.8370.000.000.189-0.0630.004
call16.000.000.750.003.0650.000.000.180-0.0650.004
call17.000.000.750.003.2730.000.000.172-0.0680.004
call18.000.000.750.003.4640.000.000.166-0.0700.004
call19.000.000.750.003.6410.000.000.161-0.0720.003
call20.000.000.750.003.8050.000.000.156-0.0740.003
put1.000.000.050.007.6850.000.00-0.008-0.0130.000
put2.000.000.750.0011.4120.000.00-0.040-0.0800.001
put3.000.000.750.008.3820.000.00-0.065-0.0860.002
put4.000.000.750.006.4900.000.00-0.091-0.0860.002
put5.000.000.750.005.1040.000.00-0.121-0.0830.003
put6.000.000.750.003.9940.000.00-0.158-0.0780.003
put7.000.000.750.003.0470.000.00-0.206-0.0700.004
put8.000.000.750.052.19045.000.00-0.278-0.0590.005
put9.000.000.650.321.34515.000.00-0.409-0.0360.006
put10.000.351.200.561.26619.000.00-0.584-0.0480.006
put11.000.802.251.201.85511.000.00-0.648-0.0620.005
put12.001.753.300.002.3590.000.00-0.685-0.0710.005
put13.002.754.200.002.4890.000.00-0.710-0.0780.005
put14.003.805.204.872.7840.000.00-0.798-0.0580.004
put15.005.006.500.003.7000.000.00-0.811-0.0610.004
put16.005.807.400.003.7410.000.00-0.820-0.0640.004
put17.006.808.400.003.9670.000.00-0.828-0.0660.004
put18.007.809.400.004.1740.000.00-0.834-0.0680.004
put19.008.8010.400.004.3660.000.00-0.839-0.0700.003
put20.009.8011.400.004.5440.000.00-0.844-0.0720.003

Latest SEC filings

30
FiledFormDescriptionPeriodLink
2026-11-0610-QQuarterly report pursuant to Section 13 or 15(d)2026-09-30SEC
2026-11-068-KCurrent report2026-11-06SEC
2026-10-088-KCurrent report2026-10-08SEC
2026-10-074Statement of changes in beneficial ownership of securities2026-10-06SEC
2026-08-1010-QQuarterly report pursuant to Section 13 or 15(d)2026-06-30SEC
2026-08-108-KCurrent report2026-08-10SEC
2026-07-31SCHEDULE 13GSEC
2026-07-304Statement of changes in beneficial ownership of securities2026-07-29SEC
2026-07-098-KCurrent report2026-07-09SEC
2026-06-253Initial statement of beneficial ownership of securities2026-06-22SEC
2026-06-248-KCurrent report2026-06-22SEC
2026-05-224Statement of changes in beneficial ownership of securities2026-05-22SEC
2026-05-0710-QQuarterly report pursuant to Section 13 or 15(d)2026-03-31SEC
2026-05-068-KCurrent report2026-05-06SEC
2026-05-01SCHEDULE 13G/ASEC
2026-04-30ARSAnnual report to security holders. 2025-12-31SEC
2026-04-30DEFA14AProxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934SEC
2026-04-30DEF 14AProxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 19342026-06-22SEC
2026-04-29SCHEDULE 13G/ASEC
2026-04-208-KCurrent report2026-04-17SEC
2026-04-088-KCurrent report2026-04-08SEC
2026-04-06SCHEDULE 13GSEC
2026-03-26SCHEDULE 13G/ASEC
2026-03-034Statement of changes in beneficial ownership of securities2026-02-27SEC
2026-03-034Statement of changes in beneficial ownership of securities2026-02-27SEC
2026-03-034Statement of changes in beneficial ownership of securities2026-02-27SEC
2026-02-1910-KAnnual report pursuant to Section 13 or 15(d)2025-12-31SEC
2026-02-188-KCurrent report2026-02-18SEC
2026-02-174Statement of changes in beneficial ownership of securities2026-02-12SEC
2026-02-17SCHEDULE 13G/ASEC

Insider activity by month

MonthBoughtBuysSoldSells
2026-110000
2026-100000
2026-090000
2026-080000
2026-070000
2026-060000
2026-050000
2026-040000
2026-030000
2026-020000
2026-010000
2025-120000
2025-110000

Institutional holders

Manager% owned
BlackRock, Inc.9.90%
WCM INVESTMENT MANAGEMENT, LLC5.17%
CARRONADE CAPITAL MANAGEMENT, LP4.97%
DEERFIELD MANAGEMENT COMPANY, L.P.4.87%
VANGUARD PORTFOLIO MANAGEMENT LLC4.53%
ANTIPODES PARTNERS Ltd4.28%
VANGUARD CAPITAL MANAGEMENT LLC4.27%
WELLINGTON MANAGEMENT GROUP LLP4.03%
Maple Rock Capital Partners Inc.3.72%
TWO SIGMA INVESTMENTS, LP2.85%

Funds

Fund% owned
BlackRock Event Driven Equity Fund3.51%
VANGUARD TOTAL STOCK MARKET INDEX FUND3.02%
iShares Russell 2000 ETF2.58%
VANGUARD SMALL-CAP INDEX FUND2.18%
Fidelity Stock Selector Small Cap Fund1.29%
VANGUARD SMALL-CAP GROWTH INDEX FUND1.26%
VANGUARD EXTENDED MARKET INDEX FUND1.15%
Fidelity Small Cap Index Fund1.10%
iShares Russell 2000 Value ETF0.94%
JNL Multi-Manager Select Equity Fund0.94%

OakChart. BKD. Cached 15 minutes.