National Health Investors (NYSE:NHI) Posts Quarterly Earnings Results

National Health Investors (NYSE:NHI) posted its quarterly earnings results on Monday. The real estate investment trust reported $1.19 earnings per share (EPS) for the quarter, Briefing.com reports. The business had revenue of $121.32 million for the quarter. National Health Investors had a return on equity of 11.01% and a net margin of 38.56%.National Health Investors’s quarterly revenue was up 1.6% compared to the same quarter last year. During the same period in the previous year, the company posted $1.22 EPS. National Health Investors updated its FY 2026 guidance to 4.740-4.790 EPS.

National Health Investors Stock Performance

NYSE:NHI traded up $0.73 during mid-day trading on Wednesday, hitting $70.68. The company’s stock had a trading volume of 232,734 shares, compared to its average volume of 436,628. The business’s fifty day moving average is $75.15 and its two-hundred day moving average is $79.48. The stock has a market cap of $3.43 billion, a price-to-earnings ratio of 20.43, a PEG ratio of 3.33 and a beta of 0.51. The company has a debt-to-equity ratio of 0.83, a current ratio of 8.20 and a quick ratio of 8.20. National Health Investors has a 1 year low of $67.94 and a 1 year high of $91.38.

National Health Investors Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, November 6th. Shareholders of record on Wednesday, September 30th will be issued a $0.92 dividend. This represents a $3.68 annualized dividend and a yield of 5.2%. The ex-dividend date of this dividend is Wednesday, September 30th. National Health Investors’s dividend payout ratio is presently 106.36%.

Insider Activity

In related news, Director Robert A. Mccabe, Jr. acquired 890 shares of the firm’s stock in a transaction dated Monday, June 15th. The stock was acquired at an average price of $71.65 per share, with a total value of $63,768.50. Following the acquisition, the director directly owned 44,159 shares in the company, valued at $3,163,992.35. This represents a 2.06% increase in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, CEO D. Eric Mendelsohn bought 1,500 shares of the company’s stock in a transaction that occurred on Friday, June 5th. The shares were bought 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 of the company’s stock, valued at $9,177,473.44. This trade represents a 1.14% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders own 2.70% of the company’s stock.

Institutional Trading of National Health Investors

Hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Freestone Grove Partners LP acquired a new position in shares of National Health Investors during the fourth quarter valued at approximately $21,869,000. Adage Capital Partners GP L.L.C. acquired a new position in National Health Investors in the 4th quarter valued at $19,856,000. Balyasny Asset Management L.P. raised its stake in 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 last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its stake in National Health Investors by 481.3% during 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 worth $18,792,000 after purchasing an additional 195,716 shares during the last quarter. Finally, Qube Research & Technologies Ltd grew its holdings in shares of National Health Investors by 86.0% during the second 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 in the last quarter. Institutional investors and hedge funds own 62.51% of the company’s stock.

More National Health Investors News

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

• Positive Sentiment: NHI raised its quarterly dividend by 2.2% to $0.94 per share, implying an annualized yield of roughly 5.3% at recent trading levels. The increase reinforces the stock’s appeal to income-focused investors. NHI acquisition and dividend announcement
• Positive Sentiment: Management outlined plans to pursue approximately $500 million to $700 million of acquisitions annually, while targeting net debt to adjusted EBITDA of about 4.1 times. The strategy emphasizes growth in senior housing operating properties, or SHOP, which could improve long-term portfolio growth and cash flow. National Health Investors Bets Big on SHOP Growth
• Neutral Sentiment: Second-quarter revenue increased 1.6% year over year to $121.32 million. Reported EPS of $1.19 exceeded the cited GAAP consensus, but investors typically focus more heavily on FFO when evaluating REIT performance. NHI Announces Second Quarter 2026 Results
• Negative Sentiment: Q2 FFO was $1.19 per share, below the $1.26 consensus estimate and down from $1.22 a year earlier. For a REIT, this miss is likely weighing more heavily on the stock than the GAAP EPS beat. NHI Q2 FFO Miss
• Negative Sentiment: NHI lowered full-year 2026 EPS guidance to $4.74-$4.79, below the consensus estimate of $4.87. The reduced outlook offsets some of the optimism surrounding acquisitions and the higher dividend. NHI Q2 2026 Earnings Call Transcript

Wall Street Analyst Weigh In

A number of equities research analysts recently commented on NHI shares. Cantor Fitzgerald reissued an “overweight” rating and set a $94.00 target price on shares of National Health Investors in a research report on Wednesday, April 22nd. BMO Capital Markets decreased their price target on National Health Investors from $90.00 to $80.00 and set an “outperform” rating for the company in a research note on Monday, June 15th. Zacks Research lowered National Health Investors from a “hold” rating to a “strong sell” rating in a research note on Thursday, June 25th. Wells Fargo & Company decreased their price objective on shares of National Health Investors from $84.00 to $79.00 and set an “equal weight” rating for the company in a research report on Monday, June 1st. Finally, Deutsche Bank Aktiengesellschaft lowered 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 note on Thursday, June 25th. Five 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. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $83.86.

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.