Jefferson Bridge Capital LLC Makes New $3.50 Million Investment in National Health Investors, Inc. $NHI

Jefferson Bridge Capital LLC bought a new position in shares of National Health Investors, Inc. (NYSE:NHI) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 45,799 shares of the real estate investment trust’s stock, valued at approximately $3,498,000. National Health Investors comprises about 3.5% of Jefferson Bridge Capital LLC’s investment portfolio, making the stock its 6th largest holding. Jefferson Bridge Capital LLC owned approximately 0.10% of National Health Investors at the end of the most recent reporting period.

Several other large investors have also made changes to their positions in the business. Vanguard Group Inc. boosted its holdings in shares of National Health Investors by 0.8% in the 3rd quarter. Vanguard Group Inc. now owns 6,498,414 shares of the real estate investment trust’s stock valued at $516,624,000 after acquiring an additional 52,474 shares during the last quarter. State Street Corp boosted its holdings in shares of National Health Investors by 5.0% in the 2nd quarter. State Street Corp now owns 2,023,381 shares of the real estate investment trust’s stock valued at $143,651,000 after acquiring an additional 95,812 shares during the last quarter. JPMorgan Chase & Co. boosted its holdings in shares of National Health Investors by 34.0% in the 3rd quarter. JPMorgan Chase & Co. now owns 1,613,051 shares of the real estate investment trust’s stock valued at $128,238,000 after acquiring an additional 409,559 shares during the last quarter. Centersquare Investment Management LLC boosted its holdings in shares of National Health Investors by 21.8% in the 3rd quarter. Centersquare Investment Management LLC now owns 986,708 shares of the real estate investment trust’s stock valued at $78,443,000 after acquiring an additional 176,410 shares during the last quarter. Finally, Dimensional Fund Advisors LP boosted its holdings in shares of National Health Investors by 3.5% in the 3rd quarter. Dimensional Fund Advisors LP now owns 653,127 shares of the real estate investment trust’s stock valued at $51,922,000 after acquiring an additional 22,115 shares during the last quarter. 62.51% of the stock is owned by hedge funds and other institutional investors.

National Health Investors Stock Performance

NHI opened at $84.39 on Wednesday. The company has a debt-to-equity ratio of 0.76, a current ratio of 6.90 and a quick ratio of 6.90. The firm has a fifty day moving average price of $84.95 and a 200 day moving average price of $80.01. National Health Investors, Inc. has a 1 year low of $66.41 and a 1 year high of $91.38. The stock has a market cap of $4.09 billion, a P/E ratio of 27.94, a P/E/G ratio of 4.51 and a beta of 0.63.

National Health Investors (NYSE:NHI) last posted its earnings results on Thursday, February 26th. The real estate investment trust reported $1.22 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.23 by ($0.01). National Health Investors had a net margin of 37.81% and a return on equity of 9.56%. The firm had revenue of $105.82 million during the quarter, compared to analyst estimates of $95.12 million. During the same quarter in the prior year, the firm earned $1.24 earnings per share. The business’s revenue for the quarter was up 6.8% on a year-over-year basis. National Health Investors has set its FY 2026 guidance at 4.940-4.990 EPS. Equities research analysts anticipate that National Health Investors, Inc. will post 4.41 earnings per share for the current year.

National Health Investors Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, May 1st. Investors of record on Tuesday, March 31st will be paid a $0.92 dividend. This represents a $3.68 annualized dividend and a dividend yield of 4.4%. The ex-dividend date is Tuesday, March 31st. National Health Investors’s payout ratio is currently 121.85%.

Analyst Upgrades and Downgrades

Several research firms have recently commented on NHI. Weiss Ratings reaffirmed a “buy (b)” rating on shares of National Health Investors in a report on Friday, March 27th. Truist Financial upped their price objective on shares of National Health Investors from $85.00 to $92.00 and gave the company a “buy” rating in a report on Thursday, March 12th. Cantor Fitzgerald set a $85.00 price objective on shares of National Health Investors in a report on Monday, January 5th. National Bank Financial set a $85.00 price objective on shares of National Health Investors in a report on Tuesday, January 20th. Finally, Wells Fargo & Company upped their price objective on shares of National Health Investors from $85.00 to $86.00 and gave the company an “equal weight” rating in a report on Friday, March 27th. 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 MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $86.83.

National Health Investors 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.