Beacon Pointe Advisors LLC Acquires New Stake in National Health Investors, Inc. $NHI

Key Points

• Beacon Pointe Advisors acquired 112,016 shares of National Health Investors in the second quarter, worth approximately $8.5 million. Several other institutional investors also initiated positions, bringing institutional ownership to 62.51%.
• NHI shares opened at $71.96, down 0.8%, while the company reported quarterly revenue of $121.32 million and earnings of $1.19 per share. Management’s fiscal 2026 EPS guidance is $4.74–$4.79.
• The REIT declared a quarterly dividend of $0.92 per share, equating to an annualized $3.68 payout and a 5.1% yield. Analysts maintain a consensus “Moderate Buy” rating with an average price target of $83.86.

Beacon Pointe Advisors LLC bought a new stake in shares of National Health Investors, Inc. (NYSE:NHI - Free Report) in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm bought 112,016 shares of the real estate investment trust's stock, valued at approximately $8,544,000. Beacon Pointe Advisors LLC owned approximately 0.23% of National Health Investors as of its most recent SEC filing.

Several other large investors also recently made changes to their positions in the business. Public Employees Retirement System of Ohio acquired a new stake in National Health Investors during the second quarter valued at approximately $4,243,000. Bank of America Corp DE bought a new position in shares of National Health Investors in the second quarter valued at $77,738,000. Freestone Grove Partners LP bought a new position in shares of National Health Investors in the second quarter valued at $2,339,000. Jupiter Topco LLC bought a new stake in shares of National Health Investors during the 2nd quarter worth $1,443,000. Finally, Hsbc Holdings PLC acquired a new position in shares of National Health Investors in the 2nd quarter worth $7,121,000. Institutional investors own 62.51% of the company's stock.

National Health Investors Trading Down 0.8%

Shares of NHI stock opened at $71.96 on Friday. The firm has a market capitalization of $3.53 billion, a P/E ratio of 20.80, a price-to-earnings-growth ratio of 3.86 and a beta of 0.51. National Health Investors, Inc. has a 1 year low of $67.94 and a 1 year high of $91.38. The firm's fifty day simple moving average is $75.68 and its 200 day simple moving average is $78.76. The company has a current ratio of 6.78, a quick ratio of 6.78 and a debt-to-equity ratio of 0.81.

National Health Investors (NYSE:NHI - Get Free Report) last issued its earnings results on Monday, August 10th. The real estate investment trust reported $1.19 earnings per share for the quarter. National Health Investors had a net margin of 38.56% and a return on equity of 10.89%. The business had revenue of $121.32 million for the quarter. During the same quarter last year, the firm posted $1.22 earnings per share. National Health Investors's revenue was up 1.6% on a year-over-year basis. National Health Investors has set its FY 2026 guidance at 4.740-4.790 EPS. As a group, sell-side analysts predict that National Health Investors, Inc. will post 4.78 EPS for the current year.

National Health Investors Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, November 6th. Stockholders of record on Wednesday, September 30th will be given a $0.92 dividend. This represents a $3.68 annualized dividend and a dividend yield of 5.1%. The ex-dividend date is Wednesday, September 30th. National Health Investors's dividend payout ratio (DPR) is currently 106.36%.

Wall Street Analysts Forecast Growth

NHI has been the topic of several research analyst reports. Wells Fargo & Company cut their target price on shares of National Health Investors from $84.00 to $79.00 and set an "equal weight" rating on the stock in a research note on Monday, June 1st. Zacks Research downgraded National Health Investors from a "hold" rating to a "strong sell" rating in a research note on Thursday, June 25th. Weiss Ratings lowered National Health Investors from a "buy (b)" rating to a "buy (b-)" rating in a research report on Friday, June 12th. Truist Financial lowered their target price on National Health Investors from $89.00 to $81.00 and set a "buy" rating on the stock in a research note on Friday, June 12th. Finally, BMO Capital Markets decreased their price target on shares of National Health Investors from $90.00 to $80.00 and set an "outperform" rating for the company in a report on Monday, June 15th. Five investment analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and an average target price of $83.86.

Insider Buying and Selling at National Health Investors

In other news, CEO D. Eric Mendelsohn acquired 1,500 shares of National Health Investors stock in a transaction that occurred on Friday, June 5th. The shares were acquired at an average price of $68.84 per share, with a total value of $103,260.00. Following the purchase, the chief executive officer directly owned 133,316 shares of the company's stock, valued at $9,177,473.44. The trade was a 1.14% increase in their ownership of the stock. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Robert A. Mccabe, Jr. purchased 890 shares of the firm's stock in a transaction dated Monday, June 15th. The stock was purchased at an average cost of $71.65 per share, with a total value of $63,768.50. Following the acquisition, the director directly owned 44,159 shares in the company, valued at $3,163,992.35. This trade represents a 2.06% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. 2.70% of the stock is owned by company insiders.

National Health Investors Company 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.

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