BKD at a glance
Brookdale Senior Living Inc. (BKD, SEC CIK 1332349) filed its latest 10-K annual report on February 19, 2026, a 10-Q quarterly report on August 10, 2026, an 8-K current report on August 10, 2026 and Form 4 insider filings as recently as July 30, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Brookdale Senior Living Inc. (BKD) reported revenue of $3.2 billion (up 2.2% from FY2024) and a net loss of $262.7 million. Diluted EPS was -$1.12.
- As of June 30, 2026, 30 institutional investment managers tracked by SignalX reported holding Brookdale Senior Living Inc. (BKD) shares worth $1.6 billion in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $3.2B
- +2.2% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 30 funds
- $1.6B · −1 vs prior quarter
- Latest 8-K
- Aug 10, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business model: Operator and manager of 584 senior living communities across independent living, assisted living, memory care, and CCRCs serving ~51,000 residents
- New emphasis: Expanded Brookdale HealthPlus®, a technology-enabled proactive care coordination program, plus private duty services pilot for seniors outside communities
- Strategic shift: Increased focus on operational excellence, associate retention, healthcare integration, and technology-driven innovation for growth and improved margins
- Quantitative highlights: Acquired 30 communities (1,561 units) from Diversified Healthcare Trust and Welltower for $310M total; planned sales of 29 communities for ~$200M
- Noteworthy fact: Extended master lease arrangement with Ventas through 2035 on 65 communities, terminating leases on 55 others with transition to management contracts
Risk Factors
- Regulatory risk from 2026 Convertible Senior Notes under Indenture with Equiniti Trust Company, $23.3M principal due Oct 15, 2026, potential cash dilution from conversion rights
- Macroeconomic exposure: $1.0B variable-rate debt indexed to SOFR plus 244 bps, weighted avg interest 6.18%, risk from rising rates despite hedges expiring in 0.9 years
- Operational risk: Aging asset base with average building age 28 years, requiring $175M-$195M 2026 capital expenditures mainly for maintenance and renovations
- Market risk: Redemption option on 2026 Notes triggered if share price exceeds 130% of $8.10 conversion price, linking debt costs to equity market volatility
- Financial risk: $4.3B total debt, 89.7% non-recourse property-level mortgage debt, refinancing risk for $668M maturing in 2027 and later, potential liquidity shortfalls
Management Discussion & Analysis
- Revenue $3.043B, up 2.4% YoY (+$70.7M); same community resident fees up 5.1% (+$127.4M)
- Net loss increased 30.1% to $(263M); Adjusted EBITDA $457.8M, up 18.5% YoY
- Best segment: Assisted Living & Memory Care resident fees $2.103B (+3.2%), worst: Independent Living fees $593.8M (-0.9%)
- Operating cash flow $218M (+31%), investing cash outflow $456M, financing cash inflow $201M; adjusted free cash flow positive $22.8M vs. negative $(29.5M)
- Outlook: Plan to sell 29 communities in 2026 for ~$200M proceeds; focus on RevPAR growth, expense control, refinancing, and asset monetization; liquidity sufficient for 12 months but financing availability uncertain
AI summary of the BKD 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Operated 541 communities across 41 states, serving approximately 46,000 residents as of June 30, 2026
- Acquired one Houston community with 244 units for $23.4 million in June 2026
- Six-month asset sales generated $147.4 million proceeds and $49.4 million net gain
- Entered agreement to acquire 17 leased communities with 735 units for approximately $157.0 million
- Planned 13 additional community sales during 2026 representing 898 units
Risk Factors
- Risk Factors section not provided; no quarter-specific risk-factor changes identifiable
- 2.00% Convertible Senior Notes due 2026, creating near-term refinancing or repayment exposure
- June 29, 2026 master credit facility amendment, indicating updated financing terms for seniors-housing subsidiaries
- $44.0 million remaining under share-repurchase authorization, potentially reducing capital available for operations or debt obligations
AI summary of the BKD 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Second-quarter 2026 results announced August 10, 2026, providing the latest operating update for investors
- Conference call scheduled to review quarterly performance and management commentary
Item 2.02: Results of Operations and Financial Condition
- June 2026 occupancy and other quarter-ended June 30, 2026 information furnished through Exhibit 99.1
- Disclosure covers operating performance indicators, not full quarterly financial results
Item 7.01: Regulation FD Disclosure
- Mark Fioravanti appointed Non-Executive Chairman effective after June 24, 2026 Annual Meeting
- Denise W. Warren remains an independent director following chair transition
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Jordan R. Asher’s Board term ended June 22, 2026, following his decision not to seek re-election
- Departure unrelated to disagreements with Brookdale, its Board, or management
Item 5.07: Submission of Matters to a Vote of Security Holders
- Annual meeting held June 22, 2026; nine director nominees elected to one-year terms ending at the 2027 annual meeting
- All nominees received majority support; lowest approval was Claudia Drayton with 183,615,288 votes for
AI summaries of BKD 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for BKD
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| WINKLE C CHRISTIAN | A | Jul 29, 2026 | 6,729 | - |
| Asher Jordan R | G | May 22, 2026 | 7,600 | - |
| Pritchett Jaclyn C | F | Mar 1, 2026 | 4,042 | $15.30 |
| Kussow Dawn L | F | Feb 27, 2026 | 69,698 | $15.30 |
| Pritchett Jaclyn C | F | Feb 27, 2026 | 14,831 | $15.30 |
| Pritchett Jaclyn C | A | Feb 12, 2026 | 11,036 | - |
| Drayton Claudia | A | Feb 12, 2026 | 9,810 | - |
| Wielansky Lee S | A | Feb 12, 2026 | 9,810 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $3.0B | $3.1B | $3.2B |
| Gross Profit | - | $799.3M | $837.5M |
| Operating Income | - | $46.5M | $13.5M |
| Net Income | - | -$201.9M | -$262.7M |
| Gross Margin | - | 25.6% | 26.2% |
| Op. Margin | - | 1.5% | 0.4% |
| Net Margin | - | -6.5% | -8.2% |
| Balance Sheet | |||
| Total Assets | - | $6.3B | $6.0B |
| Equity | $403.7M | $212.5M | -$44.8M |
| ROE | - | -95.0% | 587.0% |
| Per Share | |||
| EPS | - | $-0.89 | $-1.12 |
| Cash Flow | |||
| Operating CF | - | $166.2M | $218.0M |
| CapEx | - | $201.3M | $201.5M |
Source: XBRL data in Brookdale Senior Living Inc. (BKD)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate BKD share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 30 | $1.57B |
| Q1 2026 | 31 | $1.32B |
| Q4 2025 | 25 | $1.06B |
| Q3 2025 | 25 | $857.1M |
| Q2 2025 | 24 | $657.6M |
| Q1 2025 | 22 | $376.8M |
| Q4 2024 | 19 | $242.3M |
| Q3 2024 | 16 | $223.4M |
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Source: 13F-HR filings on SEC EDGAR (aggregated from 192 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
BKD filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 10-Q | Aug 10, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 10, 2026 | - | Analysis | - |
| SC 13G | Jul 31, 2026 | - | - | |
| 4 | Jul 30, 2026 | - | - | - |
| 8-K | Jul 9, 2026 | - | Analysis | - |
| 8-K | Jun 24, 2026 | - | Analysis | - |
| 4 | May 22, 2026 | - | - | |
| 10-Q | May 7, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 6, 2026 | - | Analysis | |
| 8-K | Apr 20, 2026 | - | Analysis | - |
| 8-K | Apr 8, 2026 | - | Analysis | - |
| SC 13G | Apr 6, 2026 | - | - | |
| 4 | Mar 3, 2026 | - | - | - |
| 4 | Mar 3, 2026 | - | - | - |
| 10-K | Feb 19, 2026 | Dec 31, 2025 | Analysis | |
| 8-K | Feb 18, 2026 | - | - | |
| 4 | Feb 17, 2026 | - | - | |
| 4 | Feb 17, 2026 | - | - | |
| 4 | Feb 17, 2026 | - | - | |
| 4 | Feb 17, 2026 | - | - | |
| 4 | Feb 17, 2026 | - | - | |
| 4 | Feb 17, 2026 | - | - | |
| 4 | Feb 17, 2026 | - | - | |
| 4 | Feb 17, 2026 | - | - | |
| 4 | Feb 17, 2026 | - | - |
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BKD SEC filings: frequently asked questions
Which institutions hold BKD stock?
As of June 30, 2026, the largest Brookdale Senior Living Inc. (BKD) holders among the 13F filers tracked by SignalX were BlackRock ($380.5 million), Vanguard Portfolio Management LLC ($174.1 million), Vanguard Capital Management LLC ($164.0 million), Two Sigma Investments ($109.4 million), Renaissance Technologies LLC ($95.8 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was BKD's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Brookdale Senior Living Inc. (BKD) reported revenue of $3.2 billion (up 2.2% from FY2024) and a net loss of $262.7 million. Diluted EPS was -$1.12. The figures come from the XBRL data in the 10-K.
What are the main risks in BKD's latest 10-K?
In the 10-K filed February 19, 2026, Brookdale Senior Living Inc. (BKD) flagged: Regulatory risk from 2026 Convertible Senior Notes under Indenture with Equiniti Trust Company, $23.3M principal due Oct 15, 2026, potential cash dilution from conversion rights. Macroeconomic exposure: $1.0B variable-rate debt indexed to SOFR plus 244 bps, weighted avg interest 6.18%, risk from rising rates despite hedges expiring in 0.9 years. (AI summary of the Risk Factors section.)
What did BKD report in its latest 8-K?
Brookdale Senior Living Inc. (BKD) filed an 8-K on August 10, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Second-quarter 2026 results announced August 10, 2026, providing the latest operating update for investors.
What are the latest BKD SEC filings?
Brookdale Senior Living Inc. (BKD) filed its latest 10-K annual report on February 19, 2026, a 10-Q quarterly report on August 10, 2026, an 8-K current report on August 10, 2026 and a Form 4 insider filing on July 30, 2026.
What is BKD's SEC CIK number?
Brookdale Senior Living Inc. (BKD)'s SEC Central Index Key (CIK) is 1332349. EDGAR lists every BKD filing under that number.
Ask anything about BKD
The research agent reads BKD's filings, financials, insider trades and 13F holders, then answers with sources.