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

National Health Investors (NYSE:NHI) issued an update on its FY 2026 earnings guidance on Tuesday morning. The company provided earnings per share (EPS) guidance of 4.680-4.700 for the period, compared to the consensus earnings per share estimate of 4.760.

Analysts Set New Price Targets

Several analysts have commented on the stock. National Bank Financial set a $79.00 price target on shares of National Health Investors in a research report on Wednesday, September 9th. BMO Capital Markets restated an “outperform” rating on shares of National Health Investors in a research note on Wednesday, September 23rd. Huntington initiated coverage on National Health Investors in a research note on Thursday, September 10th. They issued an “outperform” rating and a $79.00 target price on the stock. Weiss Ratings downgraded shares of National Health Investors from a “buy (b-)” rating to a “hold (c+)” rating in a report on Friday, September 25th. Finally, Zacks Research raised shares of National Health Investors from a “strong sell” rating to a “hold” rating in a research note on Tuesday, September 29th. Five analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $81.00.

National Health Investors Price Performance

NHI opened at $71.49 on Tuesday. The company’s 50-day simple moving average is $67.80 and its two-hundred day simple moving average is $76.13. National Health Investors has a 52-week low of $63.51 and a 52-week high of $91.38. The company has a debt-to-equity ratio of 0.81, a quick ratio of 6.78 and a current ratio of 6.78. The stock has a market capitalization of $3.51 billion, a P/E ratio of 20.66, a P/E/G ratio of 4.54 and a beta of 0.51.

National Health Investors (NYSE:NHI) last issued its quarterly earnings data on Monday, November 9th. The real estate investment trust reported $11.47 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.18 by $10.29. The firm had revenue of $113.48 million during the quarter, compared to the consensus estimate of $68.53 million. National Health Investors had a net margin of 38.56% and a return on equity of 10.89%. As a group, analysts predict that National Health Investors will post 4.76 EPS for the current year.

National Health Investors Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, January 29th. Shareholders of record on Thursday, December 31st will be paid a $0.92 dividend. This represents a $3.68 dividend on an annualized basis and a yield of 5.1%. The ex-dividend date of this dividend is Thursday, December 31st. National Health Investors’s dividend payout ratio (DPR) is 108.67%.

Trending Headlines about National Health Investors

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

• Positive Sentiment: NHI reported third-quarter EPS of $11.47 and revenue of $113.5 million, above consensus estimates of $1.18 and $68.5 million, respectively. The unusually large EPS beat contrasts with the weaker FFO result below. NHI Announces Third Quarter 2026 Results
• Positive Sentiment: The REIT declared a quarterly dividend of $0.92 per share, equivalent to $3.68 annually and a reported yield of 5.1%. One separate headline cited $0.94, so reports differ on the amount. National Health Investors declares dividend
• Negative Sentiment: FY 2026 EPS guidance is $4.68–$4.70, below the $4.76 analyst consensus, signaling a slightly weaker outlook than expected. 2026 earnings guidance
• Negative Sentiment: Quarterly FFO was $1.12 per share, missing the $1.17 consensus and down from $1.32 a year earlier. FFO is an important operating measure for REITs, tempering the strong reported EPS and revenue figures. NHI misses Q3 FFO estimates

National Health Investors Company Profile

National Health Investors, Inc (NYSE: NHI) is a real estate investment trust that owns and finances properties used for senior housing and health care. Founded in 1991, the company is headquartered in Murfreesboro, Tennessee.

NHI’s portfolio includes senior housing communities, such as independent living, assisted living and memory care properties, as well as skilled nursing facilities. It typically works with health care operators through property leases and mortgage loans.

The company serves markets across the United States.