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Sienna Senior Living (TSE:SIA)
TSX:SIA
Earnings Data
Report Date
May 07, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
―Last Year’s EPS
0.18Same Quarter Last Year
Strong Buy
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized strong operational and financial momentum: double-digit revenue and NOI growth in key segments, robust FFO/AFFO gains, successful acquisitions/developments and solid liquidity. Operational metrics (occupancy, optimization portfolio performance, team engagement) were highlighted as durable strengths. The principal challenges were typical of a growth phase—timing/scale of development projects, cap-rate compression making acquisitions pricier, higher maintenance capex, and some uncertainty around cash taxes and future supply. Overall, the positives (sizable asset additions, strong organic growth, healthy balance sheet and investor demand) substantially outweigh the manageable risks presented.Company Guidance
Significant Asset Growth
Added over $800 million of assets in 2025, including 10 properties across 3 provinces (nearly 1,800 beds/suites). Q4 acquisitions added $193 million and additional $79 million closed since the start of 2026 (including Bartlett for ~$59.4M).
Strong Revenue and NOI Growth (Q4)
Proportionate revenue increased 14.2% year-over-year to $278.4 million in Q4 2025. Same-property NOI rose 10.1% to $47.4 million in Q4, with the Retirement segment up 15.4% and Long-Term Care up 5.6%.
Robust Funds From Operations
Operating funds from operations increased 24% year-over-year to $34.2 million in Q4 2025. Adjusted FFO increased 19.8% to $27.9 million. For full-year 2025 OFFO and AFFO increased 27.1% and 25.7%, respectively.
Per-Share Performance and Payout Discipline
OFFO and AFFO per share rose 7.5% and 3.9%, respectively, in Q4 2025. Q4 2025 AFFO payout ratio improved to 80.7% from 83.1% in Q4 2024, reflecting disciplined capital use.
Occupancy Strength in Retirement
Average same-property occupancy increased 180 basis points year-over-year to 94.7% in Q4; monthly occupancy was 95.2% in January. Average monthly occupancy has reached or exceeded 95% since September.
Optimization Portfolio Outperformance
Optimization portfolio occupancy rose 790 basis points YoY in Q4 and NOI grew ~22.1% year-over-year in Q4; one renovated asset improved from low-80% occupancy to over 95% post-renovation.
Development Progress and Pipeline
Opened a redeveloped Long-Term Care community in North Bay (Sept) and a campus of care in Brantford (Oct). Announced Glen Rouge redevelopment in Scarborough: 448 beds, ~85 net new beds, estimated development cost ~$250M and development yield ~7.5%–8% (expected completion 2030).
Strong Balance Sheet and Liquidity
Ended year with over $500 million in liquidity and $1.5 billion of unencumbered assets. Issued $250 million unsecured debentures in December, repaid a $175 million expiring debenture, and no major debt maturities until 2027.
Capital Markets Demand and Equity Issuance
Issued nearly $700 million of equity and debt in 2025 with strong investor demand. Fully deployed ATM program for gross proceeds of ~$101 million in Q4 and renewed ATM capacity for another $150 million.
Workforce and Quality Improvements
Expanded workforce by ~2,000 team members to over 15,000 employees. Company-wide turnover fell to a record low of ~19% in 2025; fifth consecutive year of increased team engagement. CARF accreditation maintained at highest status and Net Promoter Scores improved by well over 30% year-over-year since 2023.
TSE:SIA Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
TSE:SIA Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 19, 2026 | C$23.00 | C$22.86 | -0.61% |
Nov 13, 2025 | C$19.00 | C$19.29 | +1.51% |
Aug 12, 2025 | C$18.44 | C$17.82 | -3.38% |
May 06, 2025 | C$16.37 | C$16.59 | +1.35% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Sienna Senior Living (TSE:SIA) report earnings?
Sienna Senior Living (TSE:SIA) is schdueled to report earning on May 07, 2026, After Close (Confirmed).
What is Sienna Senior Living (TSE:SIA) earnings time?
Sienna Senior Living (TSE:SIA) earnings time is at May 07, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
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What is TSE:SIA EPS forecast?
Currently, no data Available