FY2026 Earnings Estimate for NHI Issued By Huntington

Key Points

• Huntington is bullish on NHI: It forecasts FY2026 earnings of $4.76 per share, above the $4.69 consensus, and rates the stock “Strong Buy.” Its estimates rise to $5.00 per share in 2027 and $5.27 in 2028.
• NHI reported quarterly EPS of $11.47 versus analyst expectations of $1.18, and revenue of $113.48 million compared with a $68.53 million consensus estimate.
• The company declared a quarterly dividend of $0.92 per share, equivalent to $3.68 annually and a stated yield of 5.6%.

National Health Investors, Inc. (NYSE:NHI - Free Report) - Equities researchers at Huntington issued their FY2026 earnings estimates for shares of National Health Investors in a note issued to investors on Monday, November 9th. Huntington analyst R. Stevenson anticipates that the real estate investment trust will post earnings of $4.76 per share for the year. Huntington currently has a "Strong-Buy" rating on the stock. The consensus estimate for National Health Investors' current full-year earnings is $4.69 per share. Huntington also issued estimates for National Health Investors' Q4 2026 earnings at $1.20 EPS, Q1 2027 earnings at $1.22 EPS, Q2 2027 earnings at $1.24 EPS, Q3 2027 earnings at $1.26 EPS, Q4 2027 earnings at $1.28 EPS, FY2027 earnings at $5.00 EPS, Q1 2028 earnings at $1.28 EPS, Q2 2028 earnings at $1.30 EPS, Q3 2028 earnings at $1.33 EPS and FY2028 earnings at $5.27 EPS.

National Health Investors (NYSE:NHI - Get Free Report) last posted its quarterly earnings data on Monday, November 9th. The real estate investment trust reported $11.47 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.18 by $10.29. National Health Investors had a net margin of 152.82% and a return on equity of 41.41%. The business had revenue of $113.48 million during the quarter, compared to the consensus estimate of $68.53 million.

NHI has been the topic of a number of other reports. BMO Capital Markets restated an "outperform" rating on shares of National Health Investors in a research note on Wednesday, September 23rd. Wells Fargo & Company reduced their price objective on shares of National Health Investors from $78.00 to $68.00 and set an "equal weight" rating for the company in a research note on Monday, October 19th. Weiss Ratings cut National Health Investors from a "buy (b-)" rating to a "hold (c+)" rating in a research report on Friday, September 25th. National Bank Financial set a $79.00 price target on shares of National Health Investors in a report on Wednesday, September 9th. Finally, Truist Financial lowered their target price on shares of National Health Investors from $81.00 to $80.00 and set a "buy" rating on the stock in a research note on Wednesday, September 2nd. One investment analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat, National Health Investors currently has a consensus rating of "Moderate Buy" and an average target price of $81.00.

National Health Investors Stock Performance

NYSE:NHI opened at $66.23 on Thursday. The company has a debt-to-equity ratio of 0.50, a current ratio of 13.59 and a quick ratio of 6.78. The company has a market capitalization of $3.25 billion, a P/E ratio of 4.65, a P/E/G ratio of 4.39 and a beta of 0.51. National Health Investors has a 1 year low of $63.51 and a 1 year high of $91.38. The business has a fifty day simple moving average of $67.62 and a two-hundred day simple moving average of $76.01.

Institutional Trading of National Health Investors

Hedge funds and other institutional investors have recently made changes to their positions in the stock. EverSource Wealth Advisors LLC raised its holdings in National Health Investors by 34.3% in the first quarter. EverSource Wealth Advisors LLC now owns 626 shares of the real estate investment trust's stock worth $51,000 after buying an additional 160 shares during the last quarter. Assetmark Inc. boosted its holdings in shares of National Health Investors by 13.5% during the 1st quarter. Assetmark Inc. now owns 1,356 shares of the real estate investment trust's stock valued at $110,000 after acquiring an additional 161 shares during the last quarter. GAMMA Investing LLC grew its position in National Health Investors by 38.0% in the 3rd quarter. GAMMA Investing LLC now owns 603 shares of the real estate investment trust's stock worth $40,000 after purchasing an additional 166 shares during the period. Versant Capital Management Inc increased its position in National Health Investors by 108.5% during the third quarter. Versant Capital Management Inc now owns 415 shares of the real estate investment trust's stock valued at $27,000 after acquiring an additional 216 shares during the last quarter. Finally, Wealthspire Retirement LLC increased its position in shares of National Health Investors by 0.9% during the 1st quarter. Wealthspire Retirement LLC now owns 25,318 shares of the real estate investment trust's stock valued at $2,047,000 after purchasing an additional 221 shares during the last quarter. Hedge funds and other institutional investors own 62.51% of the company's stock.

National Health Investors Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, January 29th. Shareholders of record on Thursday, December 31st will be issued a $0.92 dividend. This represents a $3.68 dividend on an annualized basis and a yield of 5.6%. The ex-dividend date of this dividend is Thursday, December 31st. National Health Investors's dividend payout ratio (DPR) is 26.40%.

National Health Investors News Roundup

These are some of the NHI news items that stood out recently:

• Positive Sentiment: Huntington initiated coverage with a “Strong-Buy” rating and forecast earnings growth from $4.76 per share in 2026 to $5.00 in 2027 and $5.27 in 2028. Its 2026 estimate is above the cited $4.69 consensus, signaling an optimistic analyst view. Huntington rating
• Negative Sentiment: NHI guided to 2026 earnings of $4.68–$4.70 per share, below the cited $4.76 consensus estimate. That gap may have disappointed investors despite the company’s longer-term growth targets. 2026 guidance and growth targets
• Negative Sentiment: Reports also describe operating partners managing community transitions amid a muted summer selling season, raising concerns about near-term operating conditions. Operating partners and community transitions

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.

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