National Health Investors, Inc. $NHI Shares Sold by M Holdings Securities Inc.

Key Points

• M Holdings Securities cut its National Health Investors position by 95.9% in the second quarter, selling 509,366 shares and retaining 21,813 shares valued at $1.57 million. Hedge funds and institutional investors collectively own 62.51% of NHI.
• Company insiders were buyers, with CEO D. Eric Mendelsohn purchasing 1,500 shares and Director Robert A. McCabe Jr. acquiring 890 shares. Analysts maintain a “Moderate Buy” consensus, although several firms recently lowered their price targets.
• NHI reported quarterly earnings of $1.19 per share on $121.32 million in revenue and issued fiscal 2026 EPS guidance of $4.74–$4.79. The REIT also declared a quarterly dividend of $0.92 per share, equivalent to a 5.1% annualized yield.

M Holdings Securities Inc. trimmed its position in shares of National Health Investors, Inc. (NYSE:NHI - Free Report) by 95.9% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 21,813 shares of the real estate investment trust's stock after selling 509,366 shares during the period. M Holdings Securities Inc.'s holdings in National Health Investors were worth $1,573,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Renaissance Group LLC raised its stake in 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 valued at $245,000 after buying an additional 117 shares in the last quarter. Captrust Financial Advisors lifted its holdings in shares of 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 worth $680,000 after purchasing an additional 146 shares during the last quarter. EverSource Wealth Advisors LLC boosted its position in National Health Investors by 34.3% during 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. increased its position in National Health Investors by 13.5% in the first quarter. Assetmark Inc. now owns 1,356 shares of the real estate investment trust's stock worth $110,000 after buying an additional 161 shares during the period. Finally, Inspire Investing LLC lifted its stake in National Health Investors by 3.2% in the first 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 during the last quarter. 62.51% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity

In related news, CEO D. Eric Mendelsohn bought 1,500 shares of the business's stock in a transaction that occurred on Friday, June 5th. The stock was purchased at an average cost of $68.84 per share, for a total transaction of $103,260.00. Following the purchase, the chief executive officer directly owned 133,316 shares in the company, valued at $9,177,473.44. This trade represents a 1.14% increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, Director Robert A. Mccabe, Jr. purchased 890 shares of the business's stock in a transaction on 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 owned 44,159 shares in the company, valued at approximately $3,163,992.35. This represents a 2.06% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Corporate insiders own 2.70% of the company's stock.

Wall Street Analysts Forecast Growth

Several analysts recently commented on the company. Wells Fargo & Company lowered their target price on National Health Investors from $84.00 to $79.00 and set an "equal weight" rating on the stock in a research report on Monday, June 1st. Zacks Research cut 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 report on Friday, June 12th. Deutsche Bank Aktiengesellschaft decreased their target price on shares of National Health Investors from $85.00 to $80.00 and set a "hold" rating for the company in a research report on Thursday, June 25th. Finally, BMO Capital Markets dropped their price target on shares of National Health Investors from $90.00 to $80.00 and set an "outperform" rating on the stock in a research report on Monday, June 15th. Five research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the company's stock. According to data from MarketBeat.com, National Health Investors currently has an average rating of "Moderate Buy" and a consensus price target of $83.86.

National Health Investors Trading Down 0.1%

National Health Investors stock opened at $71.96 on Monday. The firm has a market cap of $3.53 billion, a price-to-earnings ratio of 20.80, a price-to-earnings-growth ratio of 3.83 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 50 day moving average price is $75.68 and its two-hundred day moving average price is $78.72. The company has a debt-to-equity ratio of 0.81, a quick ratio of 6.78 and a current ratio of 6.78.

National Health Investors (NYSE:NHI - Get Free Report) last released its earnings results on Monday, August 10th. The real estate investment trust reported $1.19 earnings per share 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%. The business's revenue was up 1.6% on a year-over-year basis. During the same period last year, the business 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 predict that National Health Investors, Inc. will post 4.78 EPS for the current fiscal year.

National Health Investors Dividend Announcement

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 paid a dividend of $0.92 per share. 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 is 106.36%.

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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