National Health Investors (NYSE:NHI) Reaches New 52-Week Low Following Analyst Downgrade

National Health Investors, Inc. (NYSE:NHI) shares hit a new 52-week low during trading on Friday after Bank of America downgraded the stock from a buy rating to an underperform rating. Bank of America now has a $67.00 price target on the stock, down from their previous price target of $86.00. National Health Investors traded as low as $63.31 and last traded at $63.53, with a volume of 16,587 shares trading hands. The stock had previously closed at $64.55.

NHI has been the subject of several other research reports. Weiss Ratings downgraded shares of National Health Investors from a “buy (b-)” rating to a “hold (c+)” rating in a report on Friday, September 25th. Zacks Research raised shares of National Health Investors from a “strong sell” rating to a “hold” rating in a research note on Tuesday, September 29th. Huntington began coverage on National Health Investors in a report on Monday. They issued a “strong-buy” rating for the company. Wells Fargo & Company cut their target price on shares of National Health Investors from $78.00 to $68.00 and set an “equal weight” rating for the company in a research note on Monday, October 19th. Finally, Truist Financial reduced their target price on National Health Investors from $81.00 to $80.00 and set a “buy” rating for the company in a report on Wednesday, September 2nd. One analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating, four have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $79.44.

Recent National Health Investors Headlines

These are some of the NHI headlines that stood out recently:

• Positive Sentiment: Huntington maintained a “Strong-Buy” rating and projected EPS growth from $4.76 in FY2026 to $5.00 in FY2027 and $5.27 in FY2028. Its quarterly forecasts also show a gradual rise, suggesting improving earnings expectations. Huntington estimates
• Neutral Sentiment: A Zacks article compared NHI with RLJ Lodging as a potential value investment but the provided summary does not state which stock it favors, so it offers no clear directional signal for NHI. Zacks comparison
• Negative Sentiment: Bank of America downgraded NHI from “Buy” to “Underperform” and cut its price target to $67 from $86. The new target implies only about 3.6% upside from $64.67, signaling reduced confidence and potentially weighing on the shares. Tickerreport coverage

Institutional Investors Weigh In On National Health Investors

Several institutional investors and hedge funds have recently added to or reduced their stakes in NHI. BlackRock Inc. acquired a new position in National Health Investors in the 2nd quarter valued at $665,997,000. Bank of New York Mellon Corp acquired a new stake in shares of National Health Investors during the second quarter worth approximately $122,509,000. Bank of America Corp DE bought a new stake in shares of National Health Investors during the second quarter worth $77,738,000. Legal & General Group Plc acquired a new stake in National Health Investors in the 2nd quarter valued at about $21,745,000. Finally, Sumitomo Mitsui Trust Group Inc. increased its holdings in shares of National Health Investors by 374.8% in the third quarter. Sumitomo Mitsui Trust Group Inc. now owns 239,542 shares of the real estate investment trust’s stock valued at $15,721,000 after purchasing an additional 189,096 shares in the last quarter. 62.51% of the stock is currently owned by institutional investors and hedge funds.

National Health Investors Price Performance

The company has a 50 day moving average price of $67.48 and a 200 day moving average price of $75.93. The company has a current ratio of 13.59, a quick ratio of 6.78 and a debt-to-equity ratio of 0.50. The company has a market capitalization of $3.12 billion, a price-to-earnings ratio of 4.46, a PEG ratio of 4.21 and a beta of 0.51.

National Health Investors (NYSE:NHI) last released its earnings results on Monday, November 9th. The real estate investment trust reported $11.47 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.18 by $10.29. The company had revenue of $113.48 million for the quarter, compared to the consensus estimate of $68.53 million. National Health Investors had a net margin of 152.82% and a return on equity of 41.41%. As a group, equities research analysts forecast that National Health Investors, Inc. will post 4.76 earnings per share for the current year.

National Health Investors Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, January 29th. Stockholders of record on Thursday, December 31st will be given a $0.92 dividend. This represents a $3.68 annualized dividend and a dividend yield of 5.8%. The ex-dividend date is Thursday, December 31st. National Health Investors’s dividend payout ratio (DPR) is currently 26.40%.

National Health Investors Company Profile

National Health Investors, Inc. (NYSE: NHI) is a real estate investment trust that owns and finances properties used for senior housing and health care. Founded in 1991, the company is headquartered in Murfreesboro, Tennessee. NHI’s portfolio includes senior housing communities, such as independent living, assisted living and memory care properties, as well as skilled nursing facilities. It typically works with health care operators through property leases and mortgage loans. The company serves markets across the United States.