National Health Investors, Inc. $NHI Shares Acquired by Principal Financial Group Inc.

Key Points

• Principal Financial Group Inc. increased its Q4 holding in National Health Investors by 1.9% to 1,668,006 shares, now owning about 3.5% of the REIT valued at roughly $127.4 million.
• NHI reported Q1 EPS of $0.82 (missing the $1.21 consensus) but beat on revenue with $115.13 million; management reaffirmed FY2026 guidance of 4.740–4.790 EPS, and the board declared a quarterly dividend of $0.92 (≈5.0% yield) despite a high payout ratio (~121.85%).
• Analyst coverage is broadly constructive with a consensus rating of “Moderate Buy” and an average price target of $87.50, while the company trades at a market cap of about $3.59 billion and a P/E of 23.87.

Principal Financial Group Inc. lifted its holdings in shares of National Health Investors, Inc. (NYSE:NHI - Free Report) by 1.9% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,668,006 shares of the real estate investment trust's stock after purchasing an additional 30,968 shares during the period. Principal Financial Group Inc. owned about 3.50% of National Health Investors worth $127,386,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. EverSource Wealth Advisors LLC increased its position in National Health Investors by 244.1% during the second quarter. EverSource Wealth Advisors LLC now owns 406 shares of the real estate investment trust's stock worth $28,000 after buying an additional 288 shares in the last quarter. GAMMA Investing LLC boosted its stake in shares of National Health Investors by 41.8% during the fourth quarter. GAMMA Investing LLC now owns 461 shares of the real estate investment trust's stock valued at $35,000 after acquiring an additional 136 shares during the last quarter. Key Capital Management INC acquired a new stake in shares of National Health Investors during the fourth quarter valued at $47,000. Advisory Services Network LLC purchased a new stake in National Health Investors during the 3rd quarter worth about $65,000. Finally, Triumph Capital Management purchased a new stake in National Health Investors during the 3rd quarter worth about $66,000. Hedge funds and other institutional investors own 62.51% of the company's stock.

Analyst Upgrades and Downgrades

A number of research analysts have issued reports on the stock. Cantor Fitzgerald restated an "overweight" rating and issued a $94.00 target price on shares of National Health Investors in a report on Wednesday, April 22nd. National Bank Financial set a $85.00 price target on shares of National Health Investors in a report on Tuesday, January 20th. Truist Financial reduced their price objective on shares of National Health Investors from $92.00 to $89.00 and set a "buy" rating on the stock in a research note on Wednesday, April 22nd. Wells Fargo & Company decreased their target price on shares of National Health Investors from $86.00 to $84.00 and set an "equal weight" rating on the stock in a research report on Wednesday, April 22nd. Finally, Weiss Ratings reaffirmed a "buy (b)" rating on shares of National Health Investors in a research note on Friday, March 27th. One research analyst has rated the stock with a Strong Buy rating, four have given a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat, the company currently has an average rating of "Moderate Buy" and a consensus price target of $87.50.

National Health Investors Trading Up 1.2%

Shares of NHI stock opened at $74.00 on Thursday. The firm's 50-day simple moving average is $83.16 and its 200-day simple moving average is $80.56. The company has a debt-to-equity ratio of 0.83, a current ratio of 8.20 and a quick ratio of 6.90. National Health Investors, Inc. has a 1-year low of $68.80 and a 1-year high of $91.38. The firm has a market cap of $3.59 billion, a P/E ratio of 23.87, a PEG ratio of 4.20 and a beta of 0.55.

National Health Investors (NYSE:NHI - Get Free Report) last issued its quarterly earnings results on Monday, May 4th. The real estate investment trust reported $0.82 EPS for the quarter, missing the consensus estimate of $1.21 by ($0.39). The company had revenue of $115.13 million for the quarter, compared to analyst estimates of $70.22 million. National Health Investors had a return on equity of 9.82% and a net margin of 36.86%.The business's revenue for the quarter was up 28.9% on a year-over-year basis. During the same period last year, the company posted $1.15 EPS. National Health Investors has set its FY 2026 guidance at 4.740-4.790 EPS. As a group, equities analysts forecast that National Health Investors, Inc. will post 4.76 EPS for the current year.

National Health Investors Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, August 7th. Stockholders of record on Tuesday, June 30th will be issued a dividend of $0.92 per share. This represents a $3.68 dividend on an annualized basis and a dividend yield of 5.0%. The ex-dividend date is Tuesday, June 30th. National Health Investors's dividend payout ratio is presently 121.85%.

More National Health Investors News

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

• Positive Sentiment: Company reaffirmed FY‑2026 guidance (EPS 4.740–4.790) and reported a sizable revenue beat for Q1, supporting forward earnings expectations and underwriting the yield story. NHI Announces First Quarter 2026 Results
• Positive Sentiment: Board declared a quarterly dividend of $0.92 (5.0% yield), with an ex‑dividend date of June 30 — a clear support for income‑oriented shareholders and REIT valuation stability.
• Positive Sentiment: Management highlighted "SHOP‑led" growth initiatives on the earnings call, signaling a focus on leasing/operational playbooks that could drive same‑store and portfolio rent growth over time. National Health Investors Bets On SHOP-Led Growth
• Neutral Sentiment: Brokerages' consensus sits around a "Moderate Buy," suggesting analyst views are constructive but not unanimous; this lends measured support to the rally without implying a strong re‑rating. Given Average Rating of "Moderate Buy"
• Neutral Sentiment: Full earnings call transcript and Q1 snapshots are available for investors who want line‑by‑line detail on portfolio performance and leasing commentary. Q1 2026 Earnings Call Transcript
• Neutral Sentiment: Comparative analyses versus peers have been published; these reviews give context on valuation, leverage and dividend sustainability but don’t change near‑term fundamentals. Head-To-Head Analysis
• Negative Sentiment: Q1 EPS missed consensus ($0.82 vs. $1.21 expected), which highlights margin/one‑time impacts and pressured near‑term EPS print — a key reason some investors remain cautious. Q1 Earnings Snapshot
• Negative Sentiment: Options market activity shows rising implied volatility, implying traders expect larger share moves ahead; that increases hedging costs and short‑term uncertainty around the stock. Implied Volatility Surging

About National Health Investors

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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