National Health Investors (NYSE:NHI) Releases FY 2026 Earnings Guidance

National Health Investors (NYSE:NHI) issued an update on its FY 2026 earnings guidance on Monday. The company provided earnings per share (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 Upgrades and Downgrades

Several analysts have recently weighed in on NHI shares. Wells Fargo & Company dropped their price target on shares of National Health Investors from $84.00 to $79.00 and set an “equal weight” rating for the company in a research note on Monday, June 1st. Deutsche Bank Aktiengesellschaft reduced their price target on shares of National Health Investors from $85.00 to $80.00 and set a “hold” rating on the stock in a research report on Thursday, June 25th. Truist Financial lowered their price objective on National Health Investors from $89.00 to $81.00 and set a “buy” rating for the company in a research report on Friday, June 12th. BMO Capital Markets lowered their price objective on National Health Investors from $90.00 to $80.00 and set an “outperform” rating for the company in a research report on Monday, June 15th. Finally, Weiss Ratings cut 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’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $83.86.

National Health Investors Stock Down 5.8%

National Health Investors stock opened at $69.85 on Wednesday. The company has a market capitalization of $3.39 billion, a PE ratio of 20.19, a price-to-earnings-growth ratio of 3.33 and a beta of 0.51. The company has a debt-to-equity ratio of 0.83, a quick ratio of 8.20 and a current ratio of 8.20. National Health Investors has a fifty-two week low of $67.94 and a fifty-two week high of $91.38. The firm has a 50 day moving average price of $75.15 and a 200 day moving average price of $79.48.

National Health Investors Dividend Announcement

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 paid a $0.92 dividend. The ex-dividend date of this dividend is Wednesday, September 30th. This represents a $3.68 dividend on an annualized basis and a dividend yield of 5.3%. National Health Investors’s payout ratio is presently 106.36%.

Insider Activity

In other news, Director Robert A. Mccabe, Jr. bought 890 shares of the company’s stock in a transaction 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 transaction, the director directly owned 44,159 shares in the company, valued at $3,163,992.35. The trade was a 2.06% increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO D. Eric Mendelsohn purchased 1,500 shares of the business’s stock in a transaction on 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 completion of the purchase, the chief executive officer directly owned 133,316 shares of the company’s stock, valued at approximately $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. 2.70% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On National Health Investors

A number of hedge funds have recently added to or reduced their stakes in the business. NewEdge Advisors LLC raised its stake in shares of 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 valued at $114,000 after acquiring an additional 345 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its position in 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 valued at $18,460,000 after purchasing an additional 21,851 shares in the last quarter. Jane Street Group LLC boosted its stake in shares of National Health Investors by 1,728.4% in the 1st quarter. Jane Street Group LLC now owns 69,697 shares of the real estate investment trust’s stock valued at $5,148,000 after buying an additional 65,885 shares during the period. Cetera Investment Advisers boosted its stake in shares of National Health Investors by 6.1% in 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 during the period. Finally, American Century Companies Inc. grew its position 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. 62.51% of the stock is currently owned by institutional investors and hedge funds.

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.