Pennant Group Ceo: Don’t Overlook Our Senior Living Growth, Progress

Pennant Group (NASDAQ: PNTG) CEO Brent Guerisoli sees “substantial opportunity” to grow the company’s senior living holdings and unlock more value in the future.

Specifically, he sees the fact that demand has grown two to three times higher than inventory growth each year between 2023 and 2026. The company’s model of clustering communities and powering local leadership as “CEOs” helps create a “flywheel effect” for organic growth.

“The continued progress of our senior living business also should not be overlooked,” Guerisoli said during the call with investors and analysts Thursday. “With a stable and driven group of experienced leaders in that segment, we have seen substantially all metrics moving in the right direction: rate, same store occupancy, revenue, margin and adjusted EBITDA.”

The Eagle, Idaho-based real estate investment trust (REIT’s) senior living portfolio currently numbers 63 communities and 172 home health, hospice and home care agencies.

In the fourth quarter of 2025, the company grew occupancy across its senior living portfolio to 80.6% by the end of the fourth quarter of 2025. Overall revenue for the company’s senior living segment improved to $215 million, representing a 22.3% increase over the same quarter in 2024. Pennant reported a total net income of almost $10.4 million during the fourth quarter of 2025.

Pennant Group COO and President John Gochnour said the company’s reputation with REITs and sellers is generating offers in senior living, largely through triple net leases. Pennant Group also continued to grow its portfolio in the fourth quarter with two senior housing acquisitions: a 55-unit assisted living community in Lewiston, Idaho and a real estate acquisition related to Honey Creek Heights Senior Living in West Allis, Wisconsin.

Lynnette Walbom, chief financial officer, said Pennant Group is looking for an occupancy increase of around 100 basis points throughout the year, and plans for margin increases of around 6%.

“What that will allow us to do is those operations where we can achieve that break even of where we’re able to drop more to the bottom line from where we’ve covered our rent hurdle, we look at that as being about 30% of that can flow down through the bottom line to get us to higher and more adjusted EBITDA,” Walbom told investors.

And looking further ahead, Guerisoli believes there is “substantial opportunity” still to be unlocked within the portfolio as it continues to expand its footprint, particularly in the Midwest.

Pennant Group’s stock is priced at $30.49, down 7.9% from the previous close.

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