National Health Investors (NYSE:NHI – Get Free Report) issued an update on its FY 2026 earnings guidance on Monday. The company provided EPS guidance of 4.740-4.790 for the period, compared to the consensus estimate of 4.870. The company issued revenue guidance of -.
Analyst Ratings Changes
A number of research analysts recently weighed in on NHI shares. Truist Financial dropped their price objective on shares of National Health Investors from $89.00 to $81.00 and set a “buy” rating for the company in a report 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 reduced their target price on shares of National Health Investors from $85.00 to $80.00 and set a “hold” rating on the stock in a report on Thursday, June 25th. Cantor Fitzgerald reissued an “overweight” rating and issued a $94.00 price target on shares of National Health Investors in a research report on Wednesday, April 22nd. Finally, 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. Five analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $83.86.
Read Our Latest Stock Analysis on National Health Investors
National Health Investors Stock Down 1.4%
National Health Investors (NYSE:NHI – Get Free Report) last posted its quarterly earnings results on Monday, August 10th. The real estate investment trust reported $1.19 EPS for the quarter, topping the consensus estimate of $0.84 by $0.35. National Health Investors had a net margin of 36.86% and a return on equity of 9.82%. The company had revenue of $121.32 million during the quarter, compared to analysts’ expectations of $72.12 million. During the same quarter in the previous year, the business posted $1.22 EPS. The firm’s revenue was up 1.6% on a year-over-year basis. National Health Investors has set its FY 2026 guidance at 4.740-4.790 EPS. As a group, equities research analysts predict that National Health Investors will post 4.87 earnings per share for the current fiscal year.
National Health Investors Announces Dividend
The company also recently disclosed a quarterly dividend, which will be paid on Friday, November 6th. Stockholders of record on Wednesday, September 30th will be given a dividend of $0.92 per share. This represents a $3.68 annualized dividend and a dividend yield of 5.0%. The ex-dividend date of this dividend is Wednesday, September 30th. National Health Investors’s payout ratio is 118.71%.
Insider Buying and Selling at National Health Investors
In other National Health Investors news, CEO D. Eric Mendelsohn acquired 1,500 shares of the company’s stock in a transaction dated Friday, June 5th. The shares were acquired at an average price of $68.84 per share, for a total transaction of $103,260.00. Following the acquisition, the chief executive officer owned 133,316 shares in the company, valued at $9,177,473.44. The trade was a 1.14% increase in their position. The purchase was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, Director Robert A. Mccabe, Jr. bought 890 shares of the business’s stock in a transaction dated Monday, June 15th. The shares were acquired at an average cost of $71.65 per share, for a total transaction of $63,768.50. Following the transaction, the director directly owned 44,159 shares in the company, valued at approximately $3,163,992.35. This represents a 2.06% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Corporate insiders own 2.70% of the company’s stock.
Key Headlines Impacting National Health Investors
Here are the key news stories impacting National Health Investors this week:
- Positive Sentiment: NHI declared a quarterly dividend of $0.92 per share, payable November 6 to shareholders of record on September 30. The dividend implies annualized payments of $3.68 and an approximate 5.0% yield, supporting the stock’s income appeal. National Health Investors dividend announcement
- Positive Sentiment: Second-quarter revenue reached $121.32 million, well above the $72.12 million analyst consensus and 1.6% higher year over year. Reported EPS of $1.19 also exceeded the $0.84 consensus estimate by $0.35, while net margin was 36.86%. NHI Announces Second Quarter 2026 Results
- Neutral Sentiment: The REIT issued an investor update and supplemental second-quarter portfolio information, giving investors additional detail on its healthcare real estate holdings and operating performance. NHI Issues Investor Update
- Negative Sentiment: Quarterly FFO, a key REIT performance measure, was $1.19 per share, below the $1.26 consensus estimate and down from $1.22 a year earlier. This miss is more relevant to REIT investors than the reported EPS beat. National Health Investors Q2 FFO Lag Estimates
- Negative Sentiment: NHI set fiscal 2026 EPS guidance at $4.74-$4.79, below the $4.87 analyst consensus. The lowered outlook may outweigh the quarterly headline beat and limit near-term investor enthusiasm.
Institutional Investors Weigh In On National Health Investors
A number of institutional investors and hedge funds have recently bought and sold shares of NHI. Freestone Grove Partners LP purchased a new position in shares of National Health Investors during the fourth quarter worth about $21,869,000. Adage Capital Partners GP L.L.C. purchased a new stake in shares of National Health Investors in the 4th quarter valued at about $19,856,000. Balyasny Asset Management L.P. boosted its position in shares of National Health Investors by 66.9% in the 2nd quarter. Balyasny Asset Management L.P. now owns 614,960 shares of the real estate investment trust’s stock valued at $43,121,000 after purchasing an additional 246,486 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its position in shares of National Health Investors by 481.3% in the 3rd quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 236,383 shares of the real estate investment trust’s stock valued at $18,792,000 after purchasing an additional 195,716 shares during the period. Finally, Qube Research & Technologies Ltd grew its stake in National Health Investors by 86.0% during the 2nd quarter. Qube Research & Technologies Ltd now owns 319,286 shares of the real estate investment trust’s stock worth $22,388,000 after buying an additional 147,591 shares during the last quarter. 62.51% of the stock is owned by hedge funds and other institutional investors.
National Health Investors Company Profile
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.
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