Presbyterian Homes Obligated Group Earns BBB+ Credit Rating Affirmation from Fitch

Presbyterian Senior Living has received an important vote of confidence in its long-term strength and stability.

Fitch Ratings has affirmed the Presbyterian Homes Obligated Group’s BBB+ credit rating with a Stable Outlook, reinforcing the organization’s financial health, operational consistency, and forward-looking strategy.

"Our measure of success has always been the joy we inspire in the lives of those we serve and the communities we sustain,” said Dan Davis, President and CEO. “This affirmation is proof that financial strength and purposeful service reinforce each other. That is the foundation Presbyterian Senior Living has been building on for nearly a century.”

Dyan McAlister, Senior Vice President, Chief Finance and Strategy Officer, added “This is a significant accomplishment and an independent recognition of the work happening across the organization every day.”

While credit ratings are often associated with finance, they reflect something much broader. Fitch evaluates the full picture of an organization. It looks at operational performance, occupancy trends, demand for services, leadership, governance, and the ability to execute strategic priorities effectively.

“While a credit rating may sound like a finance topic, it is truly an organizational achievement,” McAlister said. “Fitch evaluates much more than financial statements—they assess how effectively an organization is operating and planning for the future.”

This affirmation signals to the market that Presbyterian Senior Living is a well-managed, stable organization positioned for long-term success in aging services.

What the Fitch Rating Highlights

In its evaluation, Fitch identified several key strengths across the organization:

• Strong operating performance supported by improving financial results

• A diverse network of communities and services across multiple regions

• Healthy demand and favorable demographic trends in the markets served

• Strong liquidity and disciplined financial management practices

• Confidence in leadership and long-term strategic direction

These strengths reflect a disciplined, mission-driven approach to both operations and financial stewardship.

A Reflection of Collective Effort

Behind every financial metric is a larger story. A story shaped by people, consistency, and daily decision-making.

“This achievement belongs to every team member who contributes to the organization’s success,” McAlister said. “From supporting occupancy and managing expenses to delivering quality care and advancing improvement initiatives, each effort plays an important role.”

It is this alignment across operations, clinical services, sales, human resources, facilities, mission support, finance, and corporate teams that allows Presbyterian Senior Living to continue moving forward with confidence and purpose.

Supporting Long-Term Investment and Growth

A stable credit rating does more than recognize past performance; it also creates meaningful opportunity for the future.

This rating gives PSL the flexibility to continue investing in communities, residents, and team members while advancing strategic initiatives that will sustain long-term success.

That includes continued focus on:

• Enhancements to community environments

• Programs and services that support residents’ well-being

• Recruitment and retention of dedicated team members

• Strategic initiatives that strengthen long-term sustainability

Ultimately, financial strength supports what matters most: consistent quality, evolving services, and environments where residents can continue to live with confidence and connection.

Looking Ahead

Recognition like this underscores a larger commitment. A commitment to thoughtful growth, responsible stewardship, and a mission-driven approach to aging services.

“Achievements like this don’t happen because of one department or one leader,” McAlister added. “They happen because of an organization that works together every day to do the right things for the right reasons.”

As demand for senior living continues to grow, organizations that balance financial discipline with quality and innovation will be best positioned to lead. This affirmation from Fitch Ratings reflects that balance and reinforces confidence in the path ahead.

Learn More About Presbyterian Senior Living

For those exploring senior living options or seeking to learn more about Life Plan communities, Presbyterian Senior Living offers resources, community information, and opportunities to connect.