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

National Health Investors (NYSE:NHI) updated its FY 2026 earnings guidance on Monday. The company provided earnings per share (EPS) guidance of 4.740-4.790 for the period, compared to the consensus estimate of 5.020. The company issued revenue guidance of -.

Wall Street Analysts Forecast Growth

Several analysts recently issued reports on the company. Weiss Ratings reiterated a “buy (b)” rating on shares of National Health Investors in a research report on Friday, March 27th. Wells Fargo & Company cut their target price on shares of National Health Investors from $86.00 to $84.00 and set an “equal weight” rating for the company in a research note on Wednesday, April 22nd. National Bank Financial set a $85.00 price target on National Health Investors in a report on Tuesday, January 20th. Deutsche Bank Aktiengesellschaft cut shares of National Health Investors from a “buy” rating to a “hold” rating and set a $85.00 price objective for the company. in a research note on Tuesday, January 20th. Finally, Truist Financial dropped their target price on National Health Investors from $92.00 to $89.00 and set a “buy” rating for the company in a report on Wednesday, April 22nd. One investment analyst has rated the stock with a Strong Buy rating, four have given a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $87.50.

National Health Investors Stock Performance

Shares of National Health Investors stock traded up $1.46 during trading on Wednesday, hitting $74.55. 85,884 shares of the company’s stock were exchanged, compared to its average volume of 304,610. National Health Investors has a 52-week low of $68.80 and a 52-week high of $91.38. The company has a debt-to-equity ratio of 0.76, a quick ratio of 6.90 and a current ratio of 6.90. The business has a 50-day simple moving average of $83.48 and a 200-day simple moving average of $80.56. The stock has a market capitalization of $3.61 billion, a price-to-earnings ratio of 24.03, a PEG ratio of 4.13 and a beta of 0.55.

National Health Investors (NYSE:NHI) last released its quarterly earnings data on Monday, May 4th. The real estate investment trust reported $0.82 earnings per share for the quarter, missing analysts’ consensus estimates of $1.21 by ($0.39). The firm had revenue of $115.13 million during the quarter, compared to analysts’ expectations of $70.22 million. National Health Investors had a net margin of 36.86% and a return on equity of 9.85%. The firm’s quarterly revenue was up 28.9% on a year-over-year basis. During the same period in the previous year, the firm posted $1.15 EPS. National Health Investors has set its FY 2026 guidance at 4.740-4.790 EPS. On average, research analysts forecast that National Health Investors will post 5.02 EPS for the current year.

National Health Investors Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Friday, August 7th. Shareholders of record on Tuesday, June 30th will be issued a $0.92 dividend. This represents a $3.68 annualized dividend and a yield of 4.9%. The ex-dividend date is Tuesday, June 30th. National Health Investors’s dividend payout ratio is presently 121.85%.

Hedge Funds Weigh In On National Health Investors

Hedge funds and other institutional investors have recently made changes to their positions in the stock. Freestone Grove Partners LP purchased a new stake in shares of National Health Investors during the 4th quarter worth $21,869,000. Adage Capital Partners GP L.L.C. purchased a new stake in shares of National Health Investors during the 4th quarter worth $19,856,000. Balyasny Asset Management L.P. lifted its position in shares of National Health Investors by 66.9% during the 2nd quarter. Balyasny Asset Management L.P. now owns 614,960 shares of the real estate investment trust’s stock worth $43,121,000 after purchasing an additional 246,486 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its stake 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 purchasing an additional 195,716 shares during the last quarter. Finally, Qube Research & Technologies Ltd lifted its stake in National Health Investors by 86.0% during the second quarter. Qube Research & Technologies Ltd now owns 319,286 shares of the real estate investment trust’s stock worth $22,388,000 after purchasing an additional 147,591 shares during 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.