National Health Investors (NYSE:NHI) Issues Quarterly Earnings Results, Misses Estimates By $0.01 EPS

National Health Investors (NYSE:NHI) announced its quarterly earnings data on Thursday. The real estate investment trust reported $1.22 earnings per share for the quarter, missing the consensus estimate of $1.23 by ($0.01), Zacks reports. National Health Investors had a return on equity of 10.17% and a net margin of 41.38%.The firm had revenue of $105.82 million for the quarter, compared to the consensus estimate of $95.12 million. During the same period in the prior year, the firm posted $1.24 earnings per share. The business’s revenue for the quarter was up 6.8% compared to the same quarter last year. National Health Investors updated its FY 2026 guidance to 4.940-4.990 EPS.

National Health Investors Stock Down 0.7%

NHI stock traded down $0.62 during midday trading on Thursday, hitting $87.51. The company’s stock had a trading volume of 452,408 shares, compared to its average volume of 264,311. The company’s fifty day moving average price is $81.55 and its 200 day moving average price is $78.64. The company has a debt-to-equity ratio of 0.74, a current ratio of 10.64 and a quick ratio of 10.64. National Health Investors has a twelve month low of $66.41 and a twelve month high of $91.38. The stock has a market capitalization of $4.17 billion, a P/E ratio of 27.61, a PEG ratio of 3.01 and a beta of 0.66.

Institutional Trading of National Health Investors

Several institutional investors and hedge funds have recently bought and sold shares of NHI. Freestone Grove Partners LP bought a new position in National Health Investors in the fourth quarter valued at approximately $21,869,000. Adage Capital Partners GP L.L.C. bought a new position in shares of National Health Investors in the fourth quarter valued at $19,856,000. Balyasny Asset Management L.P. increased its holdings in National Health Investors by 66.9% during the second quarter. Balyasny Asset Management L.P. now owns 614,960 shares of the real estate investment trust’s stock worth $43,121,000 after buying an additional 246,486 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its position in National Health Investors by 481.3% during the third 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 acquiring an additional 195,716 shares in the last quarter. Finally, Qube Research & Technologies Ltd lifted its stake in National Health Investors by 86.0% in the second quarter. Qube Research & Technologies Ltd now owns 319,286 shares of the real estate investment trust’s stock valued at $22,388,000 after acquiring an additional 147,591 shares during the last quarter. Institutional investors own 62.51% of the company’s stock.

Key National Health Investors News

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

• Positive Sentiment: Company raised FY‑2026 earnings guidance sharply to $4.940–$4.990 per share (well above street expectations), signaling stronger forward earnings power and likely supporting the stock. NHI Announces Fourth Quarter 2025 Results
• Positive Sentiment: NHI declared a Q1 2026 cash dividend of $0.92 per share (record date March 31, payable May 1), supporting income investors and reinforcing the REIT’s cash-return profile. NHI Announces The First Quarter 2026 Dividend
• Positive Sentiment: Q4 revenue beat: reported revenue of $105.82M vs. consensus ~$95.1M and year‑over‑year revenue growth of ~6.8%, indicating portfolio cash flow was stronger than anticipated. NHI Announces Fourth Quarter 2025 Results
• Positive Sentiment: Analysts currently give a consensus rating of “Moderate Buy,” which could provide continued demand from institutional/retail buyers expecting the guidance to sustain earnings growth. Given Consensus Rating of “Moderate Buy”
• Neutral Sentiment: NHI posted an investor update and made presentation materials available — useful for assessing portfolio details and management commentary but not an immediate price catalyst by itself. NHI Issues Investor Update
• Negative Sentiment: Quarterly FFO/EPS came in at $1.22, missing consensus estimates by roughly $0.01 (Zacks and others flagged the slight miss), which likely pressured the stock despite the revenue beat and strong guidance. NHI Misses Q4 FFO Estimates

Wall Street Analysts Forecast Growth

Several research analysts recently weighed in on NHI shares. Truist Financial lifted their price objective on shares of National Health Investors from $81.00 to $83.00 and gave the stock a “buy” rating in a research note on Monday, December 15th. Cantor Fitzgerald set a $85.00 target price on shares of National Health Investors in a report on Monday, January 5th. Deutsche Bank Aktiengesellschaft cut shares of National Health Investors from a “buy” rating to a “hold” rating and set a $85.00 price target for the company. in a report on Tuesday, January 20th. KeyCorp raised their price objective on shares of National Health Investors from $80.00 to $88.00 and gave the stock an “overweight” rating in a report on Thursday, December 4th. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of National Health Investors in a research report on Monday, December 29th. One research analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $85.57.

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.