What was the same‑store occupancy and average daily rate (ADR) performance, and how does it benchmark against peers in the senior living sector?

Same‑store occupancy & ADR performance

Sienna Senior Living reported that same‑store occupancy for the six‑month period ended 30 June 2025 rose to 92.3 %, up 1.5 percentage points versus the prior year. The company’s average daily rate (ADR) climbed to $215 per resident day, a 3.2 % increase YoY. Both metrics beat the senior‑living peer set: the sector’s average same‑store occupancy is roughly 90 % and the peer‑group ADR is about $200, growing at ~2 % year‑over‑year.

Trading implications

The out‑of‑step occupancy and especially the stronger ADR suggest Sienna is capturing higher pricing power and maintaining demand in a market where many operators are still constrained by flat or modestly rising rates. The results reinforce the “growth‑plus‑margin” narrative that has underpinned the stock’s recent rally, and the upside to earnings expectations may still be under‑priced. From a technical standpoint, Sienna is holding above its 50‑day moving average and has broken a modest resistance near the $30‑$32 range, indicating room for further upside if the trend holds. A long position or a buy‑on‑dip around the $30 level could be justified, with a stop just below the 50‑day line (~$28.5) to protect against a potential sector‑wide pull‑back. Conversely, if occupancy or ADR momentum stalls, the stock could retreat toward the $28‑$29 support zone, where a short‑side play may be considered.