Jupiter Topco LLC Acquires New Stake in National Health Investors, Inc. $NHI

Key Points

• Jupiter Topco LLC acquired 18,909 shares of National Health Investors in the second quarter, valued at approximately $1.44 million. Institutional investors collectively own 62.51% of NHI’s outstanding stock.
• NHI shares recently traded at $70.90, down 1.4%, while the company reported $1.19 in quarterly EPS and $121.32 million in revenue. Management issued fiscal 2026 EPS guidance of $4.74–$4.79.
• The REIT declared a quarterly dividend of $0.92 per share, representing a 5.2% annualized yield. Analysts maintain a “Moderate Buy” consensus rating with an average price target of $83.57, despite several recent target reductions.

Jupiter Topco LLC acquired a new stake in National Health Investors, Inc. (NYSE:NHI - Free Report) during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 18,909 shares of the real estate investment trust's stock, valued at approximately $1,443,000.

A number of other large investors also recently bought and sold shares of NHI. International Assets Investment Management LLC purchased a new stake in National Health Investors in the 4th quarter valued at approximately $27,000. EverSource Wealth Advisors LLC lifted its holdings in shares of National Health Investors by 244.1% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 406 shares of the real estate investment trust's stock valued at $28,000 after buying an additional 288 shares during the period. Garton & Associates Financial Advisors LLC acquired a new stake in shares of National Health Investors in the 4th quarter valued at approximately $33,000. Allworth Financial LP purchased a new stake in shares of National Health Investors in the second quarter valued at approximately $42,000. Finally, Advisory Services Network LLC purchased a new stake in shares of National Health Investors in the third quarter valued at approximately $65,000. Hedge funds and other institutional investors own 62.51% of the company's stock.

National Health Investors Trading Down 1.4%

Shares of NHI stock opened at $70.90 on Friday. National Health Investors, Inc. has a fifty-two week low of $67.94 and a fifty-two week high of $91.38. The stock has a market cap of $3.48 billion, a P/E ratio of 20.49, a P/E/G ratio of 3.84 and a beta of 0.52. The business has a fifty day simple moving average of $75.38 and a 200-day simple moving average of $78.20. The company has a quick ratio of 6.78, a current ratio of 6.78 and a debt-to-equity ratio of 0.81.

National Health Investors (NYSE:NHI - Get Free Report) last released its quarterly earnings data on Monday, August 10th. The real estate investment trust reported $1.19 EPS for the quarter. The business had revenue of $121.32 million for the quarter. National Health Investors had a net margin of 38.56% and a return on equity of 10.89%. National Health Investors's quarterly revenue was up 1.6% on a year-over-year basis. During the same quarter in the prior year, the firm earned $1.22 earnings per share. National Health Investors has set its FY 2026 guidance at 4.740-4.790 EPS. On average, analysts forecast that National Health Investors, Inc. will post 4.76 earnings per share for the current fiscal year.

National Health Investors Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, November 6th. Shareholders of record on Wednesday, September 30th will be issued a $0.92 dividend. This represents a $3.68 annualized dividend and a dividend yield of 5.2%. The ex-dividend date of this dividend is Wednesday, September 30th. National Health Investors's dividend payout ratio is 108.67%.

Wall Street Analyst Weigh In

Several research analysts have issued reports on the company. Wells Fargo & Company cut their price objective on National Health Investors from $79.00 to $78.00 and set an "equal weight" rating for the company in a research report on Tuesday. Truist Financial decreased 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 report on Wednesday. Deutsche Bank Aktiengesellschaft cut their price target on shares of National Health Investors from $85.00 to $80.00 and set a "hold" rating for the company in a report on Thursday, June 25th. Zacks Research cut shares of National Health Investors from a "hold" rating to a "strong sell" rating in a research note on Thursday, June 25th. Finally, Weiss Ratings downgraded shares of National Health Investors from a "buy (b)" rating to a "buy (b-)" rating in a report on Friday, June 12th. 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 stock. Based on data from MarketBeat, National Health Investors presently has an average rating of "Moderate Buy" and a consensus target price of $83.57.

Insider Activity at National Health Investors

In other National Health Investors news, Director Robert A. Mccabe, Jr. acquired 890 shares of the company's stock in a transaction dated Monday, June 15th. The stock was acquired at an average cost of $71.65 per share, with a total value of $63,768.50. Following the purchase, the director directly owned 44,159 shares in the company, valued at approximately $3,163,992.35. This trade represents a 2.06% increase in their position. The acquisition was disclosed in a filing with the SEC, which is available through this link. 2.70% of the stock is owned by corporate 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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