National Health Investors (NYSE:NHI) Posts Quarterly Earnings Results, Beats Estimates By $0.35 EPS

National Health Investors (NYSE:NHI) released its quarterly earnings results on Monday. The real estate investment trust reported $1.19 earnings per share for the quarter, beating the consensus estimate of $0.84 by $0.35, Zacks reports. 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 prior year, the company earned $1.22 earnings per share. The business’s quarterly revenue was up 1.6% compared to the same quarter last year. National Health Investors updated its FY 2026 guidance to 4.740-4.790 EPS.

National Health Investors Stock Down 1.4%

Shares of National Health Investors stock traded down $1.07 on Monday, reaching $74.23. 403,336 shares of the company were exchanged, compared to its average volume of 436,470. National Health Investors has a one year low of $67.94 and a one year high of $91.38. The company has a market capitalization of $3.60 billion, a price-to-earnings ratio of 23.95, a PEG ratio of 3.38 and a beta of 0.51. The company has a current ratio of 8.20, a quick ratio of 8.20 and a debt-to-equity ratio of 0.83. The company has a 50-day moving average of $75.13 and a 200 day moving average of $79.60.

Insider Buying and Selling at National Health Investors

In other news, CEO D. Eric Mendelsohn bought 1,500 shares of the stock in a transaction that occurred on Friday, June 5th. The shares were acquired at an average cost of $68.84 per share, for a total transaction of $103,260.00. Following the completion of the acquisition, the chief executive officer owned 133,316 shares in the company, valued at approximately $9,177,473.44. This represents a 1.14% increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, Director Robert A. Mccabe, Jr. purchased 890 shares of the company’s stock in a transaction on Monday, June 15th. The shares were purchased at an average cost of $71.65 per share, for a total transaction of $63,768.50. Following the completion of the transaction, the director directly owned 44,159 shares of the company’s stock, valued at approximately $3,163,992.35. This represents a 2.06% increase in their position. The disclosure for this purchase is available in the SEC filing. 2.70% of the stock is currently owned by company insiders.

Institutional Trading of National Health Investors

Institutional investors and hedge funds have recently bought and sold shares of the business. NewEdge Advisors LLC grew its stake in National Health Investors by 28.7% in the 1st quarter. NewEdge Advisors LLC now owns 1,546 shares of the real estate investment trust’s stock valued at $114,000 after buying an additional 345 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its position in National Health Investors by 9.6% during 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 buying an additional 21,851 shares during the period. Jane Street Group LLC increased its position 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 period. Cetera Investment Advisers lifted its holdings in shares of National Health Investors by 6.1% during the second quarter. Cetera Investment Advisers now owns 4,792 shares of the real estate investment trust’s stock worth $336,000 after buying an additional 275 shares in the last quarter. Finally, American Century Companies Inc. lifted its holdings in shares of National Health Investors by 2.2% during the second quarter. American Century Companies Inc. now owns 19,236 shares of the real estate investment trust’s stock worth $1,349,000 after buying an additional 420 shares in the last quarter. Institutional investors own 62.51% 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 reported second-quarter EPS of $1.15, well above the analyst consensus of $0.84. Revenue of $121.32 million also exceeded estimates of $72.12 million, providing evidence of solid quarterly operating performance. NHI Announces Second Quarter 2026 Results
• Neutral Sentiment: The company issued an investor update and supplemental, unaudited second-quarter portfolio information. These materials may provide additional detail on occupancy, tenants, investments, and portfolio quality, but the available announcement did not identify a material new catalyst. NHI Issues Investor Update
• Negative Sentiment: NHI’s second-quarter FFO was $1.19 per share, missing the reported consensus estimate by $0.06. Because FFO is a key cash-flow measure for REIT valuation and dividend coverage, the miss likely offset some of the benefit from the EPS and revenue beats. National Health Investors Q2 FFO and Revenue
• Negative Sentiment: Management lowered the tone of its FY 2026 outlook, providing EPS guidance of $4.74–$4.79 versus the $4.87 analyst consensus. The below-consensus forecast suggests investors may expect slower earnings growth or continued pressure on property-level results, making it the most likely reason the stock moved lower despite the quarterly headline beats.

Wall Street Analyst Weigh In

NHI has been the topic of several research reports. Weiss Ratings cut shares of National Health Investors from a “buy (b)” rating to a “buy (b-)” rating in a research report on Friday, June 12th. Wells Fargo & Company lowered their target price on National Health Investors from $84.00 to $79.00 and set an “equal weight” rating for the company in a report on Monday, June 1st. BMO Capital Markets dropped their price target on National Health Investors from $90.00 to $80.00 and set an “outperform” rating on the stock in a research note on Monday, June 15th. Cantor Fitzgerald restated an “overweight” rating and issued a $94.00 price target on shares of National Health Investors in a report on Wednesday, April 22nd. Finally, Deutsche Bank Aktiengesellschaft reduced their price objective on 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. Five equities research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $83.86.

About National Health Investors

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.