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

National Health Investors (NYSE:NHI) updated its FY 2026 earnings guidance on Monday morning. The company provided earnings per share guidance of 4.740-4.790 for the period, compared to the consensus EPS estimate of 4.870. The company issued revenue guidance of -.

Analyst Upgrades and Downgrades

A number of research analysts have issued reports on the stock. Deutsche Bank Aktiengesellschaft cut 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 note on Thursday, June 25th. Wells Fargo & Company dropped their price objective on shares of National Health Investors from $84.00 to $79.00 and set an “equal weight” rating on the stock in a report on Monday, June 1st. BMO Capital Markets cut their target price on National Health Investors from $90.00 to $80.00 and set an “outperform” rating on the stock in a research report on Monday, June 15th. Weiss Ratings cut National Health Investors from a “buy (b)” rating to a “buy (b-)” rating in a research report on Friday, June 12th. Finally, Cantor Fitzgerald reiterated an “overweight” rating and set a $94.00 price target on shares of National Health Investors in a research note on Wednesday, April 22nd. Five research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $83.86.

National Health Investors Stock Performance

Shares of NYSE:NHI traded down $1.07 during midday trading on Monday, reaching $74.23. The company’s stock had a trading volume of 403,289 shares, compared to its average volume of 435,382. The firm has a market capitalization of $3.60 billion, a PE ratio of 23.95, a P/E/G ratio of 3.38 and a beta of 0.51. National Health Investors has a twelve month low of $67.94 and a twelve month high of $91.38. The stock has a fifty day moving average of $75.13 and a 200 day moving average of $79.60. The company has a quick ratio of 8.20, a current ratio of 8.20 and a debt-to-equity ratio of 0.83.

National Health Investors (NYSE:NHI) last issued its earnings results on Monday, August 10th. The real estate investment trust reported $1.15 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.84 by $0.31. The firm had revenue of $121.32 million during the quarter, compared to analysts’ expectations of $72.12 million. National Health Investors had a net margin of 36.86% and a return on equity of 9.82%. National Health Investors has set its FY 2026 guidance at 4.740-4.790 EPS. On average, equities analysts expect that National Health Investors will post 4.87 EPS for the current fiscal year.

Insider Transactions at National Health Investors

In related news, CEO D. Eric Mendelsohn acquired 1,500 shares of the firm’s stock in a transaction dated Friday, June 5th. The stock was acquired at an average price of $68.84 per share, with a total value of $103,260.00. Following the acquisition, the chief executive officer directly owned 133,316 shares in the company, valued at $9,177,473.44. This represents a 1.14% increase in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, Director Robert A. Mccabe, Jr. bought 890 shares of the stock in a transaction dated Monday, June 15th. The stock was bought at an average price of $71.65 per share, for a total transaction of $63,768.50. Following the purchase, the director directly owned 44,159 shares of the company’s stock, valued at approximately $3,163,992.35. The trade was a 2.06% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Company insiders own 2.70% of the company’s stock.

Institutional Investors Weigh In On National Health Investors

Hedge funds have recently bought and sold shares of the stock. Renaissance Group LLC lifted its stake in National Health Investors by 3.8% during the 4th quarter. Renaissance Group LLC now owns 3,206 shares of the real estate investment trust’s stock worth $245,000 after acquiring an additional 117 shares in the last quarter. Captrust Financial Advisors increased its stake in National Health Investors by 1.7% during the fourth quarter. Captrust Financial Advisors now owns 8,907 shares of the real estate investment trust’s stock worth $680,000 after purchasing an additional 146 shares during the period. The Manufacturers Life Insurance Company lifted its position in shares of National Health Investors by 0.8% during the second quarter. The Manufacturers Life Insurance Company now owns 24,603 shares of the real estate investment trust’s stock worth $1,725,000 after purchasing an additional 200 shares in the last quarter. Mackenzie Financial Corp boosted its stake in shares of National Health Investors by 6.7% in the third quarter. Mackenzie Financial Corp now owns 3,201 shares of the real estate investment trust’s stock valued at $254,000 after purchasing an additional 200 shares during the period. Finally, Guggenheim Capital LLC grew its holdings in shares of National Health Investors by 1.7% in the second quarter. Guggenheim Capital LLC now owns 13,579 shares of the real estate investment trust’s stock valued at $952,000 after purchasing an additional 223 shares in the last quarter. Hedge funds and other institutional investors own 62.51% of the company’s stock.

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.