Brookdale Senior Ownership

BKD Stock  USD 6.02  0.13  2.11%   
The majority of Brookdale Senior Living outstanding shares are owned by other corporate entities. These outside corporations are usually referred to as non-private investors looking to acquire positions in Brookdale Senior Living to benefit from reduced commissions. Consequently, institutional investors are subject to a different set of regulations than regular investors in Brookdale Senior. Please pay attention to any change in the institutional holdings of Brookdale Senior Living as this could imply that something significant has changed or is about to change at the company.
 
Shares in Circulation  
First Issued
2009-03-31
Previous Quarter
228 M
Current Value
228 M
Avarage Shares Outstanding
167.2 M
Quarterly Volatility
37.9 M
 
Credit Downgrade
 
Yuan Drop
 
Covid
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
  
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Brookdale Senior Living. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in industry.

Brookdale Stock Ownership Analysis

About 96.0% of the company shares are held by institutions such as insurance companies. The company recorded a loss per share of 0.89. Brookdale Senior Living last dividend was issued on the 8th of October 2008. The entity had 5:6 split on the 8th of April 2015. Brookdale Senior Living Inc. owns, manages, and operates senior living communities in the United States. Brookdale Senior Living Inc. was incorporated in 2005 and is headquartered in Brentwood, Tennessee. Brookdale Senior operates under Medical Care Facilities classification in the United States and is traded on New York Stock Exchange. It employs 24090 people. For more info on Brookdale Senior Living please contact Lucinda CPA at 615 221 2250 or go to https://www.brookdale.com.
Besides selling stocks to institutional investors, Brookdale Senior also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Brookdale Senior's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Brookdale Senior's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.

Brookdale Senior Quarterly Liabilities And Stockholders Equity

6.34 Billion

Brookdale Senior Insider Trades History

Roughly 4.0% of Brookdale Senior Living are currently held by insiders. Unlike Brookdale Senior's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Brookdale Senior's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Brookdale Senior's insider trades
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid

Brookdale Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Brookdale Senior is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Brookdale Senior Living backward and forwards among themselves. Brookdale Senior's institutional investor refers to the entity that pools money to purchase Brookdale Senior's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
State Street Corp2024-12-31
4.7 M
Geode Capital Management, Llc2024-12-31
4.4 M
Balyasny Asset Management Llc2024-12-31
3.7 M
Deutsche Bank Ag2024-12-31
3.7 M
Carronade Capital Management Lp2024-12-31
3.2 M
Morgan Stanley - Brokerage Accounts2024-12-31
3.2 M
Charles Schwab Investment Management Inc2024-12-31
M
Victory Capital Management Inc.2024-12-31
2.6 M
Ubs Group Ag2024-12-31
2.4 M
Vanguard Group Inc2024-12-31
19.3 M
Blackrock Inc2024-12-31
18.4 M
Note, although Brookdale Senior's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Brookdale Senior Living Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Brookdale Senior insiders, such as employees or executives, is commonly permitted as long as it does not rely on Brookdale Senior's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Brookdale Senior insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
 
Mace Elizabeth B. over a week ago
Acquisition by Mace Elizabeth B. of 17469 shares of Brookdale Senior subject to Rule 16b-3
 
Jaclyn Pritchett over three weeks ago
Disposition of 10063 shares by Jaclyn Pritchett of Brookdale Senior at 5.7 subject to Rule 16b-3
 
Chad White over three weeks ago
Disposition of 33327 shares by Chad White of Brookdale Senior at 5.86 subject to Rule 16b-3
 
Lucinda Baier over a month ago
Acquisition by Lucinda Baier of 470810 shares of Brookdale Senior subject to Rule 16b-3
 
Lee Wielansky over three months ago
Disposition of 10000 shares by Lee Wielansky of Brookdale Senior at 5.62 subject to Rule 16b-3
 
Steven Swain over three months ago
Disposition of 48709 shares by Steven Swain of Brookdale Senior at 3.29 subject to Rule 16b-3
 
Leisure Ray over three months ago
Acquisition by Leisure Ray of 7684 shares of Brookdale Senior subject to Rule 16b-3
 
Jaclyn Pritchett over three months ago
Disposition of 1911 shares by Jaclyn Pritchett of Brookdale Senior at 5.57 subject to Rule 16b-3
 
Lucinda Baier over six months ago
Acquisition by Lucinda Baier of 215894 shares of Brookdale Senior subject to Rule 16b-3
 
Jordan Asher over six months ago
Disposition of 7000 shares by Jordan Asher of Brookdale Senior subject to Rule 16b-3
 
Leisure Ray over six months ago
Disposition of tradable shares by Leisure Ray of Brookdale Senior subject to Rule 16b-3
 
Mace Elizabeth B. over six months ago
Acquisition by Mace Elizabeth B. of 13986 shares of Brookdale Senior subject to Rule 16b-3

Brookdale Senior Outstanding Bonds

Brookdale Senior issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Brookdale Senior Living uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Brookdale bonds can be classified according to their maturity, which is the date when Brookdale Senior Living has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

Brookdale Senior Corporate Filings

F4
10th of March 2025
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
6th of March 2025
Other Reports
ViewVerify
5th of March 2025
Other Reports
ViewVerify
10K
19th of February 2025
Annual report required by the U.S. Securities and Exchange Commission (SEC) of a company financial performance
ViewVerify

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When determining whether Brookdale Senior Living is a good investment, qualitative aspects like company management, corporate governance, and ethical practices play a significant role. A comparison with peer companies also provides context and helps to understand if Brookdale Stock is undervalued or overvalued. This multi-faceted approach, blending both quantitative and qualitative analysis, forms a solid foundation for making an informed investment decision about Brookdale Senior Living Stock. Highlighted below are key reports to facilitate an investment decision about Brookdale Senior Living Stock:
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Brookdale Senior Living. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in industry.
You can also try the Idea Optimizer module to use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio .
Is Health Care Providers & Services space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Brookdale Senior. If investors know Brookdale will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Brookdale Senior listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Earnings Share
(0.89)
Revenue Per Share
13.109
Quarterly Revenue Growth
0.039
Return On Assets
0.0066
Return On Equity
(0.65)
The market value of Brookdale Senior Living is measured differently than its book value, which is the value of Brookdale that is recorded on the company's balance sheet. Investors also form their own opinion of Brookdale Senior's value that differs from its market value or its book value, called intrinsic value, which is Brookdale Senior's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Brookdale Senior's market value can be influenced by many factors that don't directly affect Brookdale Senior's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Brookdale Senior's value and its price as these two are different measures arrived at by different means. Investors typically determine if Brookdale Senior is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Brookdale Senior's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.