Overview

* Sonida Q3 2025 revenue grew 26.3% yr/yr, driven by rent growth and acquisitions

* Net loss for Q3 2025 widens to $26.9 mln compared to $13.8 mln in Q3 2024

* Company announces merger with CNL Healthcare, expected to close in 2026

Outlook

* Sonida expects strategic merger with CNL Healthcare to close early 2026

* Company anticipates significant value creation from CNL Healthcare merger

* Sonida continues regional densification strategy in Texas with new acquisitions

Result Drivers

* RENT GROWTH - Co attributes 26.3% revenue increase to higher rent rates and increased occupancy

* ACQUISITIONS - New community acquisitions contributed to revenue growth and portfolio expansion

* MERGER STRATEGY - Strategic merger with CNL Healthcare expected to enhance growth, closing in 2026

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q3 $98.04

Revenue mln

Q3 EPS -$1.56

Q3 Net -$27.35

Income mln

Q3 Basic -$1.56

EPS

Q3 $65.15

Operatin mln

g

Expenses

Analyst Coverage

* The one available analyst rating on the shares is "hold"

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

* Wall Street's median 12-month price target for Sonida Senior Living Inc ( SNDA ) is $26.00, about 23.3% below its November 7 closing price of $32.07

Press Release:

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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.)