National Health Investors, Inc. (NYSE:NHI) Stock Rated "Moderate Buy" by Wall Street Brokerages
National Health Investors (NYSE:NHI) has received a "Moderate Buy" consensus rating from Wall Street brokerages, with five buy ratings and four hold ratings. The average 12-month price target is $82.25, significantly above its current trading price of $65.67. Institutional investors hold 62.51% of NHI's shares, and the company reported strong quarterly results with a declared quarterly dividend of $0.92, offering a 5.6% annualized yield.
Understanding the Setup: (NHI) and Scalable Risk
This article analyzes National Health Investors Inc. (NYSE: NHI) using AI models, identifying a neutral near-term sentiment and elevated downside risk due to a lack of long-term support signals. It provides three institutional trading strategies—Position, Momentum Breakout, and Risk Hedging—tailored for different risk profiles, along with multi-timeframe signal analysis and support/resistance levels.
National Health Investors acquires six properties for $107.7M By Investing.com
National Health Investors, Inc. has acquired six senior housing properties totaling 443 units across Kentucky, Michigan, and Tennessee for $107.7 million, with an additional $2.3 million investment planned. These properties will be managed by Allegro Living Management and are expected to yield an initial net operating income of approximately 7.0%. The company is also evaluating a pipeline of potential investments worth about $285 million.
Zacks upgrades National Health Investors stock to Hold
Zacks Research upgraded National Health Investors (NHI) from a strong sell to a hold rating. This change comes after NHI reported adjusted second-quarter earnings of $1.15 per share, surpassing the expected $0.87, and raised its quarterly dividend to $0.94 per share. Despite revenue slightly missing expectations, the company saw significant growth in senior housing operating portfolio net operating income and maintained its net debt to adjusted EBITDA ratio within target.
National Health Investors acquires six properties for $107.7M By Investing.com
National Health Investors Inc. (NYSE:NHI) has acquired six senior housing properties for $107.7 million across Kentucky, Michigan, and Tennessee. These properties, totaling 443 units, will be managed by Allegro Living Management and are expected to yield an initial net operating income of approximately 7.0%. NHI also has additional investment opportunities under Letters of Intent and purchase options, with a further pipeline of potential investments totaling $285 million.
A 443-unit senior-housing deal covers 3 states.
National Health Investors (NHI) has invested $107.7 million, including transaction costs, to acquire six senior housing properties with 443 units across Kentucky, Michigan, and Tennessee. These properties will be part of NHI's Senior Housing Operating Portfolio (SHOP) and managed by Allegro Living Management. NHI anticipates an initial net operating income yield of approximately 7.0%, or 6.6% after routine capital expenditures, from these acquisitions.
National Health Investors (NYSE:NHI) Stock Rating Upgraded by Zacks Research
Zacks Research has upgraded National Health Investors (NYSE:NHI) from a "strong sell" to a "hold" rating. Despite this upgrade, the broader analyst consensus for NHI remains a "Moderate Buy" with an average price target of $82.25. The healthcare REIT recently reported quarterly EPS of $1.19 on $121.32 million in revenue and maintains fiscal-year EPS guidance of $4.74–$4.79.
National Health Investors stock hits 52-week low at $66.44 By Investing.com
National Health Investors Inc. (NHI) stock recently dropped to a 52-week low of $66.44, trading at $66.16 with a market cap of $3.28 billion, yet InvestingPro analysis suggests it is undervalued. Despite a 16.49% decline over the past year, the company has maintained dividend payments for 36 consecutive years, offering a 5.64% dividend yield. NHI also reported Q2 2026 earnings exceeding profit forecasts, raised its quarterly dividend, and sold its NHC portfolio for $560 million, shifting focus to senior housing operating properties.
National Health Investors stock hits 52-week low at $66.44 By Investing.com
National Health Investors (NHI) stock has fallen to a 52-week low of $66.44, trading just above its lowest point at $66.16 with a market cap of $3.28 billion. Despite this, InvestingPro analysis suggests NHI is undervalued with a fair value of $67.74 and has consistently paid dividends for 36 years, offering a 5.64% yield. The company recently exceeded profit forecasts in Q2 2026, driven by real estate sales, and is shifting focus to senior housing.
National Health Investors, Inc. (NYSE:NHI) Shareholders to Get $0.92 Quarterly Dividend
National Health Investors, Inc. (NYSE:NHI) has declared a quarterly dividend of $0.92 per share, payable on November 6th to shareholders of record as of September 30th. This translates to an annualized dividend of $3.68 and a 5.5% yield. While the current payout ratio is high at 115% of earnings, analysts anticipate improved earnings next year, projecting a future payout ratio of 75.2%.
BXP vs. NHI: Which Stock Is the Better Value Option?
This article compares Boston Properties (BXP) and National Health Investors (NHI) to determine which is the better value stock. Utilizing Zacks Rank and Style Scores, BXP is identified as the superior option due to its strong earnings outlook and more favorable valuation metrics like lower P/E, PEG, and P/B ratios.
National Health Investors (NHI) Receives a Buy from BMO Capital
BMO Capital analyst Juan C. Sanabria has reiterated a Buy rating on National Health Investors (NHI) and set a price target of $80.00. This recommendation is supported by NHI's strong quarterly revenue of $121.32 million and net profit of $55.67 million, showing significant growth year-over-year. The overall Street consensus for NHI is a Moderate Buy with an average price target of $81.86.
National Health Investors stock holds steady as investors focus on dividend and recent results
National Health Investors (NHI) stock is stable as investors evaluate its consistent dividend payouts and recent financial performance. The healthcare-focused REIT's dividend track record, income profile, financial reporting, and balance sheet strength are key factors attracting income-oriented shareholders. Analysts focus on valuation metrics like price-to-funds-from-operations and dividend yield to assess its market position.
1,019,379 Shares in National Health Investors, Inc. $NHI Bought by Bank of America Corp DE
Bank of America Corp DE recently acquired over 1 million shares of National Health Investors (NHI) during the second quarter, valued at approximately $77.7 million, representing about 2.08% of the REIT. NHI maintains a "Moderate Buy" consensus rating from analysts with an average price target of $82.25, significantly higher than its reported share price of $67.68. The company also declared a quarterly dividend of $0.92 per share, indicating an annualized yield of around 5.4%.
NHI stock hits 52-week low at 67.79 USD By Investing.com
National Health Investors Inc (NHI) stock has reached a 52-week low of $67.79, marking a ~13% decline over the past year due to sector challenges. Despite this, InvestingPro data indicates the stock is oversold, maintains an attractive 5.4% dividend yield with 36 years of payments, and is undervalued relative to its Fair Value. The company recently exceeded profit expectations in Q2 2026, driven by a $22 million gain on real estate sales, and continues to shift towards senior housing operating properties.
National Health Investors has $272 million in signed investment opportunities and is evaluating $285 million more.
National Health Investors (NHI) has announced $272 million in investment opportunities under signed Letters of Intent and an additional $51.7 million tied to real estate purchase options. The company plans to fund a significant portion of these investments using proceeds from a Section 1031 exchange, initiated by the NHC portfolio sale, to defer taxable gains. NHI is also evaluating a further $285 million in potential senior housing-related investments, excluding portfolio deals.
NHI to Participate in the BofA Securities 2026 Global Real Estate Conference; Updates Pipeline
National Health Investors, Inc. (NHI) announced its participation in the BofA Securities 2026 Global Real Estate Conference on September 15, 2026. Ahead of this, NHI updated its investment pipeline, revealing approximately $272.0 million in investment opportunities under Letters of Intent and $51.7 million in real estate purchase options. The company expects to use proceeds from a Section 1031 exchange to fund a significant portion of these investments, primarily focusing on senior housing properties.
NHI to Participate in the BofA Securities 2026 Global Real Estate Conference; Updates Pipeline
National Health Investors, Inc. (NHI) announced its participation in the BofA Securities 2026 Global Real Estate Conference on September 15, 2026. The company also provided an update on its investment pipeline, detailing approximately $272.0 million in opportunities under signed Letters of Intent and $51.7 million in real estate purchase options, with plans to use proceeds from a Section 1031 exchange for these investments. Additionally, NHI is evaluating another $285 million in potential investments primarily for senior housing properties.
National Health Investors, Inc. $NHI Shares Sold by Engineers Gate Manager LP
Engineers Gate Manager LP significantly reduced its stake in National Health Investors (NHI) by 35.7% in Q2 2026, selling 22,851 shares, but still retains 41,155 shares valued at $3.14 million. Despite this reduction and some price target cuts, analysts maintain a "Moderate Buy" consensus rating with an average price target of $82.25. NHI shares opened at $70.43, and the company recently declared a quarterly dividend of $0.92 per share, resulting in a 5.2% yield.
National Health Investors (NYSE:NHI) Coverage Initiated by Analysts at Huntington
Huntington initiated coverage on National Health Investors (NYSE:NHI) with an "outperform" rating and a $79 price target, suggesting a potential 12.68% upside. This comes amidst a mixed analyst sentiment, with a consensus "Moderate Buy" rating and an average price target of $82.25. The real estate investment trust recently reported quarterly EPS of $1.19 on $121.32 million in revenue and maintains fiscal 2026 EPS guidance of $4.74–$4.79.
Rep. Gilbert Ray Cisneros, Jr. Buys National Health Investors, Inc. (NYSE:NHI) Shares
Rep. Gilbert Ray Cisneros, Jr. recently purchased between $1,001 and $15,000 worth of National Health Investors (NHI) shares on July 10th. The REIT currently offers a 5.2% dividend yield and analysts maintain a "Moderate Buy" rating with an average price target of $83.57. Cisneros also engaged in various other stock transactions across different sectors around the same period.
National Health Investors, Inc. (NYSE:NHI) Receives Average Rating of "Moderate Buy" from Brokerages
National Health Investors, Inc. (NYSE:NHI) has received a consensus "Moderate Buy" rating from eight brokerages, with an average 12-month price target of $83.57, significantly above its current price of $70.90. The company reported quarterly EPS of $1.19 on revenue of $121.32 million, showing a 1.6% year-over-year increase, and has set its fiscal 2026 EPS guidance between $4.74 and $4.79. Despite a high dividend yield of 5.2% ($0.92 quarterly) and a market capitalization of $3.48 billion, the dividend payout ratio of 106.36% exceeds its earnings.
National Health Investors Market Sentiment
This article provides an overview of market sentiment for National Health Investors (NHI), including analyst consensus, short interest, options flow, and recent insider activity. Analysts have an "Overweight" consensus with an average price target of $75, while options flow shows a bearish sentiment with more puts than calls. The short interest is rising, indicating a bearish outlook, and the article details numerous recent analyst actions and insider option exercises.
Jupiter Topco LLC Acquires New Stake in National Health Investors, Inc. $NHI
Jupiter Topco LLC has acquired a new stake of 18,909 shares in National Health Investors (NHI), valued at approximately $1.44 million, during the second quarter. Other institutional investors have also adjusted their holdings in the REIT, which has a significant portion of its stock (62.51%) owned by hedge funds and institutions. NHI recently traded at $70.90, has a market cap of $3.48 billion, and has declared a quarterly dividend of $0.92 per share, representing an annualized yield of 5.2%.
55,643 Shares in National Health Investors, Inc. $NHI Bought by Public Employees Retirement System of Ohio
The Public Employees Retirement System of Ohio recently acquired 55,643 shares of National Health Investors, Inc. (NHI) valued at approximately $4.24 million, making them a new stakeholder in the company. Institutional investors collectively own 62.51% of NHI. The real estate investment trust reported a slight increase in quarterly revenue and maintained its fiscal 2026 EPS guidance, while also declaring a quarterly dividend of $0.92 per share, representing a 5.1% yield.
The Manufacturers Life Insurance Company Makes New $1.87 Million Investment in National Health Investors, Inc. $NHI
The Manufacturers Life Insurance Company has acquired a new stake of 24,520 shares, valued at approximately $1.87 million, in National Health Investors, Inc. This investment highlights continued institutional interest, with 62.51% of the stock owned by institutional investors and hedge funds. Despite some analysts lowering price targets, the company maintains a "Moderate Buy" consensus rating and recently announced a quarterly dividend of $0.92 per share, representing a 5.1% yield.
Truist cuts National Health Investors stock price target on lower FFO estimates By Investing.com
Truist Securities has lowered its price target for National Health Investors (NYSE:NHI) to $80 from $81, while maintaining a Buy rating. This adjustment follows a miss in the company's second-quarter 2026 funds from operations (FFO) estimates. Despite the reduction, Truist believes NHI is well-positioned to benefit from strong senior housing and skilled nursing fundamentals, supported by a low-levered balance sheet and an attractive dividend yield.
Wells Fargo Maintains National Health Investors Inc(NHI.US) With Hold Rating, Cuts Target Price to $78
Wells Fargo has reiterated its Hold rating on National Health Investors Inc (NHI.US) but has reduced the target price for the stock to $78. This indicates a maintained neutral outlook despite a lower valuation expectation for the company.
Canada Pension Plan Investment Board Invests $1.23 Million in National Health Investors, Inc. $NHI
The Canada Pension Plan Investment Board has acquired a new position of $1.23 million in National Health Investors, Inc. (NYSE:NHI) during the second quarter, purchasing 16,100 shares. Other institutional investors have also adjusted their holdings in NHI, which is primarily owned by institutional investors and hedge funds (62.51%). Despite some recent target price reductions and a "strong sell" rating from Zacks, analysts maintain a "Moderate Buy" consensus rating with an average price target significantly above the current stock price, and company insiders recently purchased shares.
National Health Investors, Inc. $NHI Shares Sold by M Holdings Securities Inc.
M Holdings Securities Inc. significantly reduced its stake in National Health Investors (NHI) by 95.9% in the second quarter, selling over 500,000 shares. Despite this institutional sell-off, company insiders, including the CEO and a Director, purchased NHI shares. Analysts maintain a "Moderate Buy" consensus for NHI, even though some have lowered price targets, and the REIT reported solid Q2 earnings and declared a quarterly dividend of $0.92 per share.
Legal & General Group Plc Makes New Investment in National Health Investors, Inc. $NHI
Legal & General Group Plc has acquired a new stake of 285,144 shares in National Health Investors, Inc. (NYSE:NHI), valued at approximately $21.7 million, representing a 0.58% ownership. The article highlights significant institutional ownership at 62.51% and recent insider buying by CEO D. Eric Mendelsohn and Director Robert A. McCabe Jr. NHI reported Q2 EPS of $1.19, maintained 2026 EPS guidance of $4.74-$4.79, and declared a $0.92 quarterly dividend, while analysts maintain a "Moderate Buy" rating with an average price target of $83.86.
National Health Investors Enters Change in Control Severance Agreement with Executive Christian Maingot
National Health Investors, Inc. (NYSE:NHI) has finalized a Change in Control Severance Agreement with executive Christian Maingot, effective August 27, 2026. This agreement outlines severance benefits including cash payments, pro-rated bonuses, COBRA continuation for 18 months, and accelerated vesting of time-based equity awards, triggered by a qualifying termination linked to a change in control. The terms also include non-compete and non-solicitation clauses for 12 months post-termination if severance is paid, and an adjustment mechanism to potentially reduce payments to avoid Section 4999 excise tax if it benefits the executive.
Algert Global LLC Purchases 103,285 Shares of National Health Investors, Inc. $NHI
Algert Global LLC increased its stake in National Health Investors, Inc. (NYSE:NHI) by 70.9% in the second quarter, purchasing an additional 103,285 shares. This raised their total holdings to 248,865 shares, valued at $18.98 million. Other institutional investors also adjusted their positions, and company insiders, including CEO D. Eric Mendelsohn and Director Robert A. Mccabe, Jr., acquired shares.
Morgan Stanley Institutional Investment Advisors LLC Purchases Shares of 77,934 National Health Investors, Inc. $NHI
Morgan Stanley Institutional Investment Advisors LLC acquired 77,934 shares of National Health Investors (NHI) in the second quarter, valuing their new position at approximately $5.94 million. This investment represents 0.6% of Morgan Stanley's portfolio and 0.16% of NHI's outstanding shares. National Health Investors recently reported quarterly earnings of $1.19 per share on revenue of $121.32 million, reaffirmed its fiscal 2026 EPS guidance, and declared a quarterly dividend of $0.92 per share, equating to a 5.0% annualized yield.
Deutsche Bank AG Acquires Shares of 121,326 National Health Investors, Inc. $NHI
Deutsche Bank AG has acquired a new stake of 121,326 shares in National Health Investors, Inc. (NYSE:NHI), valued at approximately $9.25 million, making them owners of 0.25% of the REIT. This comes as NHI reported Q2 revenue of $121.32 million and EPS of $1.19, while also declaring a quarterly dividend of $0.92 per share, equating to a 5.0% annualized yield. Despite several analysts lowering their price targets, insider purchases by the CEO and a director signal positive ownership.
Did Earnings Beat and Dividend Hike Just Shift National Health Investors' (NHI) Investment Narrative?
National Health Investors (NHI) reported strong second-quarter 2026 results with increased sales, revenue, and net income, leading to a quarterly dividend hike to US$0.94 per share. While these positive results support the company's investment narrative of dependable cash generation, concerns persist regarding tenant concentration and potential operator-specific issues. The article explores how these developments influence NHI's outlook, noting a fair value estimate of $82.12 despite diverse community estimates.
NHI Announces Second Quarter 2026 Earnings Release and Conference Call Dates
National Health Investors, Inc. (NYSE: NHI) has announced the details for its second-quarter 2026 earnings release and conference call. The company plans to release its earnings after the market closes on Monday, August 10, 2026, and will host a conference call on Tuesday, August 11, 2026, at 8:30 a.m. Eastern Time to discuss the results. NHI specializes in senior housing and medical facility investments as a self-managed real estate investment trust.
23,424 Shares in National Health Investors, Inc. $NHI Acquired by OVERSEA CHINESE BANKING Corp Ltd
OVERSEA CHINESE BANKING Corp Ltd has acquired 23,424 shares of National Health Investors, Inc. (NHI) during the second quarter, valued at approximately $1.786 million. Institutional investors now own 62.51% of NHI. Analysts currently have a "Moderate Buy" rating for NHI, with an average price target of $83.86, despite recent price target reductions and a "strong sell" downgrade from one firm.
41,592 Shares in National Health Investors, Inc. $NHI Purchased by Mitsubishi UFJ Asset Management Co. Ltd.
Mitsubishi UFJ Asset Management Co. Ltd. has acquired 41,592 shares of National Health Investors, Inc. (NYSE:NHI) worth approximately $3.17 million, representing a 0.09% stake in the company. Institutional investors now collectively own 62.51% of NHI. The real estate investment trust recently reported quarterly EPS of $1.19 on revenue of $121.32 million, declared a quarterly dividend of $0.92, and has a consensus "Moderate Buy" rating from analysts.
NewEdge Wealth LLC Purchases New Stake in National Health Investors, Inc. $NHI
NewEdge Wealth LLC has acquired a new stake of 29,178 shares, valued at $2.2 million, in National Health Investors, Inc. (NYSE:NHI) during the second quarter. Other institutional investors like BlackRock Inc. and State Street Corp also made significant moves in NHI stock. Despite several analyst downgrades, the stock currently holds a "Moderate Buy" consensus with an average price target of $83.86, and the company recently declared a $0.92 quarterly dividend, yielding 5.0%.
Is National Health Investors (NHI) Undervalued After Its Earnings And Dividend Update?
National Health Investors (NHI) recently reported higher Q2 2026 revenue and net income, along with a small dividend increase to $0.94 per share. While its 3-year shareholder return is strong, recent performance has been mixed. The company is considered 14.6% undervalued with an implied fair value of $85.75, based on long-term cash flows and increased demand in the senior housing market.
How Stronger Q2 Results And A Higher Dividend At National Health Investors (NHI) Has Changed Its Investment Story
National Health Investors (NHI) reported stronger Q2 2026 results with increased sales, revenue, net income, and EPS, leading to a modest dividend hike to US$0.94 per share. While these results bolster NHI's income-focused investment narrative, concerns about occupancy softness in senior housing persist. The company's future projections include significant revenue and earnings growth by 2029, suggesting an 18% upside to its current price according to fair value estimates.
National Health Investors (NHI) Could Be 11% Undervalued On Its New COO Appointment
National Health Investors (NHI) has appointed Chris Maingot as its new Chief Operating Officer, a move expected to enhance the company's focus on operational and portfolio experience. Despite a modest 1-day share price return, NHI's stock is considered undervalued with a fair value narrative suggesting an 11% upside. The company's expansion of its Senior Housing Operating Portfolio (SHOP) segment and projected double-digit NOI growth are key factors driving this optimistic outlook.
How Stronger Q2 Results And A Higher Dividend At National Health Investors (NHI) Has Changed Its Investment Story
National Health Investors (NHI) reported stronger-than-expected Q2 2026 results with increased sales, revenue, net income, and EPS, along with a raised quarterly dividend of US$0.94 per share. These positive financial outcomes and the dividend hike are seen as a boost to the company's income-focused investment thesis, despite ongoing concerns about occupancy softness in its senior housing operating portfolio. The article suggests that while the results are encouraging, investors should remain mindful of potential future challenges and consult various perspectives before making investment decisions.
National Health Investors, Inc. (NYSE:NHI) Receives Consensus Recommendation of "Moderate Buy" from Analysts
National Health Investors, Inc. (NYSE:NHI) has received a "Moderate Buy" consensus recommendation from eight brokerages, with an average 12-month price target of $83.86, significantly higher than its current share price of $71.23. The company also reported strong quarterly earnings of $1.19 EPS on $121.32 million in revenue and declared a quarterly dividend of $0.92 per share, yielding 5.2%. Insider buying activity, including purchases by the CEO and a director, indicates confidence in the company's future.
National Health Investors (NHI) Stock Price Sinks As SHOP Pivot Raises Doubts
National Health Investors (NHI) experienced a stock price drop after its Q2 2026 earnings release, with Funds From Operations (FFO) per share remaining broadly flat despite increased revenue and net income. The market reacted negatively to the company's pivot towards a senior housing operating portfolio (SHOP), which is perceived as higher risk due to mixed same-store results and concerns about execution. While the company maintains positive long-term prospects, the immediate market reaction indicates doubts about the SHOP strategy's de-risking.
National Health Investors, Inc. 2026 Q2 - Results - Earnings Call Presentation (NYSE:NHI) 2026-08-11
National Health Investors, Inc. (NHI) published its 2026 Q2 earnings call presentation. The company reported EPS of $1.15, missing estimates by $3.42, and revenue of $121.32M, beating estimates by $8.81M and showing a 33.81% year-over-year increase. This presentation is part of their official financial disclosures for the second quarter of 2026.
National Health Investors Inc (NHI) (Q2 2026) Earnings Call Highlights: Strategic Pivot to SHOP ...
National Health Investors Inc (NHI) reported Q2 2026 earnings, highlighting a strategic pivot towards its SHOP portfolio. The company significantly strengthened its balance sheet through asset sales and expanded its SHOP platform, despite a slight year-over-year decline in same-store SHOP NOI for legacy properties. NHI increased its quarterly dividend and is actively pursuing external growth, aiming to grow its SHOP assets to 40-50% of its total portfolio within three years.
National Health Investors Q2 Earnings Call Highlights
National Health Investors (NHI) reported Q2 results in line with expectations, driven by a significant portfolio sale and expansion of its seniors housing operating portfolio (SHOP). The company completed the sale of its NHC portfolio for $560 million, increasing its focus on private-pay senior housing and reducing leverage. NHI also saw increased net income and funds available for distribution, while continuing to grow its SHOP investments and evaluate new acquisition opportunities.
National Health Investors Q2 Earnings Call Highlights
National Health Investors (NHI) reported Q2 results in line with expectations, highlighted by the completion of a $560 million sale of its NHC portfolio, resulting in an anticipated $541.6 million gain in Q3. The company also saw a 5.8% increase in funds available for distribution, raised its quarterly dividend by $0.02 to $0.94 per share, and significantly grew its Seniors Housing Operating Portfolio (SHOP) investment by 137% year-over-year. NHI plans to further increase SHOP exposure to 40%-50% of its portfolio over the next three years while pursuing additional acquisitions.
