National Health Investors (NYSE:NHI) Issues Earnings Results

National Health Investors (NYSE:NHI) issued its earnings results on Thursday. The real estate investment trust reported $1.22 EPS for the quarter, missing analysts’ consensus estimates of $1.23 by ($0.01), Briefing.com reports. The company had revenue of $105.82 million for the quarter, compared to analysts’ expectations of $95.12 million. National Health Investors had a return on equity of 10.17% and a net margin of 41.38%.The business’s revenue was up 6.8% compared to the same quarter last year. During the same period last year, the business posted $1.24 earnings per share. National Health Investors updated its FY 2026 guidance to 4.940-4.990 EPS.

National Health Investors Stock Performance

NHI stock opened at $87.51 on Friday. National Health Investors has a one year low of $66.41 and a one year high of $91.38. The firm has a market cap of $4.17 billion, a price-to-earnings ratio of 27.61, a PEG ratio of 3.01 and a beta of 0.66. The company has a debt-to-equity ratio of 0.74, a quick ratio of 10.64 and a current ratio of 10.64. The firm has a 50-day simple moving average of $81.55 and a two-hundred day simple moving average of $78.64.

National Health Investors Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, May 1st. Shareholders of record on Tuesday, March 31st will be given a dividend of $0.92 per share. This represents a $3.68 annualized dividend and a dividend yield of 4.2%. The ex-dividend date of this dividend is Tuesday, March 31st. National Health Investors’s dividend payout ratio is presently 116.09%.

Analysts Set New Price Targets

Several research firms have commented on NHI. Wells Fargo & Company raised their price objective on National Health Investors from $80.00 to $85.00 and gave the stock an “equal weight” rating in a report on Tuesday, November 25th. Weiss Ratings restated a “buy (b)” rating on shares of National Health Investors in a research note on Monday, December 29th. Cantor Fitzgerald set a $85.00 price objective on shares of National Health Investors in a research note on Monday, January 5th. Deutsche Bank Aktiengesellschaft cut shares of National Health Investors from a “buy” rating to a “hold” rating and set a $85.00 target price on the stock. in a report on Tuesday, January 20th. Finally, KeyCorp boosted their price target on shares of National Health Investors from $80.00 to $88.00 and gave the company an “overweight” rating in a report on Thursday, December 4th. One analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat.com, National Health Investors presently has a consensus rating of “Moderate Buy” and a consensus price target of $85.57.

Institutional Investors Weigh In On National Health Investors

A number of hedge funds and other institutional investors have recently bought and sold shares of the company. NewEdge Advisors LLC grew its holdings in National Health Investors by 28.7% in the first quarter. NewEdge Advisors LLC now owns 1,546 shares of the real estate investment trust’s stock worth $114,000 after purchasing an additional 345 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its position in shares of National Health Investors by 9.6% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 249,937 shares of the real estate investment trust’s stock worth $18,460,000 after purchasing an additional 21,851 shares in the last quarter. Jane Street Group LLC grew its stake in National Health Investors by 1,728.4% during the 1st quarter. Jane Street Group LLC now owns 69,697 shares of the real estate investment trust’s stock worth $5,148,000 after buying an additional 65,885 shares during the last quarter. Cetera Investment Advisers increased its position in National Health Investors by 6.1% during the 2nd quarter. Cetera Investment Advisers now owns 4,792 shares of the real estate investment trust’s stock valued at $336,000 after buying an additional 275 shares in the last quarter. Finally, American Century Companies Inc. raised its stake in National Health Investors by 2.2% in the second quarter. American Century Companies Inc. now owns 19,236 shares of the real estate investment trust’s stock valued at $1,349,000 after buying an additional 420 shares during the last quarter. Hedge funds and other institutional investors own 62.51% of the company’s stock.

National Health Investors News Summary

Here are the key news stories impacting National Health Investors this week:

• Positive Sentiment: Declared a quarterly dividend of $0.92 per share (annualized yield ~4.2%), ex‑dividend March 31 and payable May 1 — supports income-seeking investors and REIT valuation. NHI Announces The First Quarter 2026 Dividend
• Positive Sentiment: Raised FY‑2026 earnings guidance to $4.94–$4.99 EPS, well above current consensus (~$4.06) — a forward beat that signals stronger expected cash flow and can support multiple expansion if sustained. (Company update)
• Positive Sentiment: Management characterized 2025 results as “strong” and said results exceeded prior internal guidance — a reassuring management tone for investors. NHI Announces Fourth Quarter 2025 Results
• Neutral Sentiment: Q4 revenue came in at $105.82M (vs. ~$95.1M expected), up 6.8% year-over-year — underlying top‑line growth is solid but may be offset by margin/FFO dynamics. NHI Announces Fourth Quarter 2025 Results (Finanznachrichten)
• Neutral Sentiment: Company posted investor materials and a slide deck (useful for modeling rent rolls, portfolio health and guidance assumptions). NHI Investor Update / Presentations
• Negative Sentiment: FFO/EPS for the quarter was $1.22 — a small miss versus Zacks/consensus estimates (~$1.23–$1.24). The FFO miss is likely the primary near-term negative catalyst weighing on the share price. NHI Misses Q4 FFO Estimates (Zacks)

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.