National Health Investors, Inc. $NHI Shares Acquired by Principal Financial Group Inc.

Posted by Brian Himes on Jul 16th, 2026

Principal Financial Group Inc. lifted its stake in National Health Investors, Inc. (NYSE:NHI – Free Report) by 2.0% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,700,908 shares of the real estate investment trust’s stock after purchasing an additional 32,902 shares during the period. Principal Financial Group Inc.’s holdings in National Health Investors were worth $137,537,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of the stock. State Street Corp raised its position in National Health Investors by 5.0% in the 2nd quarter. State Street Corp now owns 2,023,381 shares of the real estate investment trust’s stock valued at $143,651,000 after purchasing an additional 95,812 shares in the last quarter. Geode Capital Management LLC grew its position in shares of National Health Investors by 1.5% during the fourth quarter. Geode Capital Management LLC now owns 1,262,657 shares of the real estate investment trust’s stock worth $96,443,000 after buying an additional 18,198 shares in the last quarter. Centersquare Investment Management LLC increased its stake in shares of National Health Investors by 17.0% during the fourth quarter. Centersquare Investment Management LLC now owns 1,154,060 shares of the real estate investment trust’s stock worth $88,136,000 after buying an additional 167,352 shares during the period. Charles Schwab Investment Management Inc. increased its stake in shares of National Health Investors by 3.4% during the fourth quarter. Charles Schwab Investment Management Inc. now owns 817,085 shares of the real estate investment trust’s stock worth $62,401,000 after buying an additional 26,558 shares during the period. Finally, Norges Bank acquired a new stake in National Health Investors in the fourth quarter valued at approximately $55,301,000. 62.51% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In related news, CEO D. Eric Mendelsohn purchased 1,500 shares of National Health Investors stock in a transaction that occurred on Friday, June 5th. The stock was purchased at an average cost of $68.84 per share, with a total value of $103,260.00. Following the completion of the transaction, the chief executive officer directly owned 133,316 shares in the company, valued at approximately $9,177,473.44. The trade was a 1.14% increase in their ownership of the stock. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Robert A. Mccabe, Jr. purchased 890 shares of National Health Investors stock in a transaction that occurred on Monday, June 15th. The stock was bought at an average cost of $71.65 per share, with a total value of $63,768.50. Following the completion of the transaction, the director owned 44,159 shares of the company’s stock, valued at $3,163,992.35. The trade was a 2.06% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Company insiders own 2.70% of the company’s stock.

National Health Investors Stock Performance

Shares of National Health Investors stock opened at $75.77 on Thursday. The firm has a market capitalization of $3.67 billion, a P/E ratio of 24.44, a P/E/G ratio of 3.42 and a beta of 0.51. National Health Investors, Inc. has a 52 week low of $67.94 and a 52 week high of $91.38. The company has a quick ratio of 8.20, a current ratio of 8.20 and a debt-to-equity ratio of 0.83. The firm’s 50 day moving average is $74.28 and its two-hundred day moving average is $79.59.

National Health Investors Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, August 7th. Stockholders of record on Tuesday, June 30th will be issued a $0.92 dividend. The ex-dividend date is Tuesday, June 30th. This represents a $3.68 annualized dividend and a dividend yield of 4.9%. National Health Investors’s dividend payout ratio is presently 118.71%.

Analyst Ratings Changes

A number of brokerages recently issued reports on NHI. Truist Financial decreased their price target on shares of National Health Investors from $89.00 to $81.00 and set a “buy” rating for the company in a research note on Friday, June 12th. Zacks Research lowered shares of National Health Investors from a “hold” rating to a “strong sell” rating in a report on Thursday, June 25th. Deutsche Bank Aktiengesellschaft decreased their price objective on shares of National Health Investors from $85.00 to $80.00 and set a “hold” rating for the company in a research report on Thursday, June 25th. Weiss Ratings downgraded shares of National Health Investors from a “buy (b)” rating to a “buy (b-)” rating in a research note on Friday, June 12th. Finally, Cantor Fitzgerald reissued an “overweight” rating and issued a $94.00 target price on shares of National Health Investors in a report on Wednesday, April 22nd. Five equities research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, National Health Investors currently has a consensus rating of “Moderate Buy” and an average price target of $83.86.

Check Out Our Latest Report on National Health Investors

National Health Investors Company Profile

(Free Report)

National Health Investors, Inc (NYSE: NHI) is a specialized real estate investment trust (REIT) focused on owning and financing high-quality healthcare and senior housing facilities in the United States. The company’s portfolio encompasses a diverse range of properties, including skilled nursing centers, assisted living and memory care communities, behavioral health facilities, dialysis clinics, and medical office buildings. NHI typically enters into long-term net-lease agreements with experienced healthcare operators, providing stable and predictable rental income streams while enabling its tenants to concentrate on delivering quality care.

Since its founding in 1991 and initial public offering later that year, National Health Investors has pursued a disciplined growth strategy centered on strategic acquisitions, joint ventures, and selective development.