Brookdale Q4 adjusted EBITDA slightly misses estimates

Brookdale Senior Living

18/02/2026 21:33

Overview

Senior living operator's Q4 adjusted EBITDA slightly missed analyst expectations

Company improved Q4 weighted average occupancy by 310 basis points over last year

Q4 resident fees decreased due to community dispositions

Outlook

Company expects full-year 2026 RevPAR growth of 8% to 9%

Brookdale projects 2026 Adjusted EBITDA between $502 mln and $516 mln

Result Drivers

COMMUNITY DISPOSITIONS - Decrease in resident fees primarily due to community dispositions, offset by increased same community fees

OCCUPANCY IMPROVEMENT - Q4 weighted average occupancy increased by 310 basis points due to strong move-in volume

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Net Income
-$40 mln
Q4 Adjusted EBITDA
Slight Miss*
$105.60 mln
$105.64 mln (4 Analysts)
Q4 Resident Fee Revenue
$714.5 mln


*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 4 "strong buy" or "buy", no "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the healthcare facilities & services peer group is "buy"

Wall Street's median 12-month price target for Brookdale Senior Living Inc is $17.00, about 2.2% above its February 17 closing price of $16.64

Press Release: ID:nPn5rpflBa

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)