Morgan Stanley Institutional Investment Advisors LLC Purchases Shares of 77,934 National Health Investors, Inc. $NHI

Key Points

• Morgan Stanley Institutional Investment Advisors acquired 77,934 shares of National Health Investors in the second quarter, valued at approximately $5.94 million. The position represents 0.6% of Morgan Stanley’s portfolio and 0.16% of NHI’s outstanding shares.
• National Health Investors reported quarterly EPS of $1.19 on revenue of $121.32 million, with revenue rising 1.6% year over year. The REIT reaffirmed fiscal 2026 EPS guidance of $4.74–$4.79.
• NHI declared a quarterly dividend of $0.92 per share, equivalent to a 5.0% annualized yield, while analysts maintain a “Moderate Buy” consensus and an average price target of $83.86.

Morgan Stanley Institutional Investment Advisors LLC acquired a new position in shares of National Health Investors, Inc. (NYSE:NHI - Free Report) in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 77,934 shares of the real estate investment trust's stock, valued at approximately $5,943,000. National Health Investors comprises 0.6% of Morgan Stanley Institutional Investment Advisors LLC's portfolio, making the stock its 5th largest holding. Morgan Stanley Institutional Investment Advisors LLC owned 0.16% of National Health Investors at the end of the most recent quarter.

A number of other institutional investors also recently made changes to their positions in the company. Renaissance Group LLC increased its stake in shares of National Health Investors by 3.8% during the fourth quarter. Renaissance Group LLC now owns 3,206 shares of the real estate investment trust's stock worth $245,000 after purchasing an additional 117 shares during the period. Captrust Financial Advisors boosted its stake in National Health Investors by 1.7% in the 4th quarter. Captrust Financial Advisors now owns 8,907 shares of the real estate investment trust's stock valued at $680,000 after purchasing an additional 146 shares during the period. EverSource Wealth Advisors LLC boosted its stake in National Health Investors by 34.3% in the 1st quarter. EverSource Wealth Advisors LLC now owns 626 shares of the real estate investment trust's stock valued at $51,000 after purchasing an additional 160 shares during the period. Assetmark Inc. boosted its stake in National Health Investors by 13.5% in the 1st quarter. Assetmark Inc. now owns 1,356 shares of the real estate investment trust's stock valued at $110,000 after purchasing an additional 161 shares during the period. Finally, Inspire Investing LLC grew its holdings in National Health Investors by 3.2% in the 1st quarter. Inspire Investing LLC now owns 6,310 shares of the real estate investment trust's stock valued at $510,000 after buying an additional 198 shares in the last quarter. Institutional investors own 62.51% of the company's stock.

National Health Investors Trading Up 0.3%

Shares of NYSE:NHI opened at $73.59 on Monday. The business's 50 day simple moving average is $75.48 and its 200 day simple moving average is $79.09. National Health Investors, Inc. has a 1 year low of $67.94 and a 1 year high of $91.38. The company has a debt-to-equity ratio of 0.81, a current ratio of 6.78 and a quick ratio of 6.78. The company has a market capitalization of $3.61 billion, a P/E ratio of 21.27, a P/E/G ratio of 3.36 and a beta of 0.51.

National Health Investors (NYSE:NHI - Get Free Report) last announced its quarterly earnings data on Monday, August 10th. The real estate investment trust reported $1.19 earnings per share for the quarter. The firm had revenue of $121.32 million during the quarter. National Health Investors had a return on equity of 10.89% and a net margin of 38.56%.National Health Investors's revenue was up 1.6% on a year-over-year basis. During the same period 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, research analysts anticipate that National Health Investors, Inc. will post 4.78 EPS for the current fiscal year.

National Health Investors Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, November 6th. Investors of record on Wednesday, September 30th will be paid a $0.92 dividend. This represents a $3.68 dividend on an annualized basis and a yield of 5.0%. The ex-dividend date of this dividend is Wednesday, September 30th. National Health Investors's payout ratio is 108.67%.

Analyst Ratings Changes

Several research firms have weighed in on NHI. Weiss Ratings cut National Health Investors from a "buy (b)" rating to a "buy (b-)" rating in a research report on Friday, June 12th. Zacks Research cut shares of National Health Investors from a "hold" rating to a "strong sell" rating in a research report on Thursday, June 25th. Truist Financial decreased their price target on shares of 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. Deutsche Bank Aktiengesellschaft lowered their price target on shares of National Health Investors from $85.00 to $80.00 and set a "hold" rating on the stock in a research report on Thursday, June 25th. Finally, Wells Fargo & Company dropped their price objective on shares of National Health Investors from $84.00 to $79.00 and set an "equal weight" rating for the company in a research note on Monday, June 1st. Five investment analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the company's stock. Based on data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and a consensus price target of $83.86.

Insider Transactions at National Health Investors

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