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Brookdale's Occupancy Registers a Rise to 80.5% in June 2025

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Key Takeaways

  • BKD's weighted average occupancy rose 230 bps year over year to 80.5% in June 2025.
  • Sequential gains in occupancy reflect strong move-ins and solid sales execution.
  • BKD operated 645 communities serving around 58,000 residents across 41 states as of June 30, 2025.

Brookdale Senior Living Inc. (BKD - Free Report) recently unveiled that its weighted average occupancy improved 230 basis points (bps) year over year to 80.5% in June 2025. The reported figure also denoted an increase of 50 bps from the May level. Higher occupancy rates as a result of improved move-ins and favorable move-out activity benefited the metric both on a year-over-year and sequential basis. 

Consolidated occupancy was 82.2% at June-end, which expanded 70 bps sequentially on the back of sustained strong demand and sales execution.

The company also unveiled same community occupancy results for last month. Weighted average occupancy increased 220 bps year over year to 81.1%. The metric registered a sequential increase of 50 bps. At the end of June, same community occupancy stood at 82.8%, up 70 bps on a sequential basis.   

Meanwhile, Brookdale’s weighted average consolidated occupancy expanded 200 bps year over year to 80.1% in the second quarter of 2025. It increased 80 bps when compared with the first quarter of 2025.

Benefits of Brookdale’s Improved Occupancy Rates

A steady increase in the weighted average occupancy rate suggests rising patient volumes, which bodes well for healthcare facility operators like Brookdale whose primary revenue source depends on the patient base. 

As of June 30, 2025, Brookdale, through its affiliates, operated and managed 645 senior living communities across 41 U.S. states. With the ability to serve approximately 58,000 residents, its expansive scale, clinical expertise and enhanced services suite uniquely position it to meet the needs of a growing elderly population in the United States. 

Elevated occupancy levels are likely to drive higher resident fee revenues, which represent the most significant portion of Brookdale’s total revenues. In the first quarter of 2025, these fees accounted for nearly 96% of the company’s overall revenues. An uptick in resident fees is also expected to fuel growth in adjusted EBITDA, which is projected to range between $440 million and $450 million for 2025. 

BKD’s Share Price Performance & Zacks Rank

Shares of Brookdale have gained 38.8% year to date compared with the industry’s 2.5% growth. 

Zacks Investment Research
Image Source: Zacks Investment Research

BKD currently has a Zacks Rank #4 (Sell).

Stocks to Consider

Some better-ranked stocks in the Medical space are Hims & Hers Health, Inc. (HIMS - Free Report) , Addus HomeCare Corporation (ADUS - Free Report) and Medpace Holdings, Inc. (MEDP - Free Report) . While Hims & Hers Health currently sports a Zacks Rank #1 (Strong Buy), Addus HomeCare and Medpace carry a Zacks Rank #2 (Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.

Hims & Hers Health's earnings surpassed the Zacks Consensus Estimate in two of the last four quarters, matched the mark once and missed the same in the remaining occasion, the average beat being 19.59%. The consensus estimate for HIMS' 2025 earnings is pegged at 74 cents per share, which indicates an increase of nearly threefold from the prior-year reported figure. The consensus mark for revenues indicates growth of 58.9% from the year-ago reported figure.

The Zacks Consensus Estimate for HIMS' 2025 earnings has moved 7.2% north in the past 60 days. Shares of Hims & Hers Health have gained 101.8% year to date.

The bottom line of Addus HomeCare outpaced the Zacks Consensus Estimate in three of the trailing four quarters and matched the mark once, the average surprise being 5.01%. The consensus estimate for ADUS’ 2025 earnings implies a rise of 15.4%, while the same for revenues indicates growth of 20.8% from the respective year-ago reported figures. 

The Zacks Consensus Estimate for ADUS’ 2025 earnings has moved 0.5% north in the past 60 days. Shares of Addus HomeCare have declined 9.9% year to date.

Medpace’s earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, the average surprise being 15.32%. The consensus estimate for MEDP’s 2025 earnings indicates a rise of 1%, while the same for revenues implies an improvement of 3.5% from the corresponding year-ago reported figures.  

The Zacks Consensus Estimate for MEDP’s 2025 earnings has moved 0.3% north in the past seven days. Shares of Medpace have declined 4.3% year to date.

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