National Health Investors, Inc. (NYSE:NHI) Given Average Rating of "Moderate Buy" by Analysts

Key Points

• Analysts give National Health Investors a consensus rating of Moderate Buy (7 analysts: 4 buy, 2 hold, 1 strong buy) with an average 1‑year price target of $86.67, and recent targets ranged up to $92 while Deutsche Bank downgraded to hold.
• Q4 results slightly missed EPS expectations ($1.22 vs. $1.23) but beat on revenue ($105.82M vs. $95.12M), and management set FY2026 guidance of 4.94–4.99 EPS versus analyst estimates near 4.41.
• NHI declared a quarterly dividend of $0.92 (annualized $3.68) for a 4.3% yield, though its payout ratio is elevated at 121.85%, which could raise distribution sustainability concerns.

Shares of National Health Investors, Inc. (NYSE:NHI - Get Free Report) have been given an average rating of "Moderate Buy" by the seven ratings firms that are covering the company, Marketbeat reports. Two analysts have rated the stock with a hold recommendation, four have issued a buy recommendation and one has given a strong buy recommendation to the company. The average 1-year price objective among brokerages that have issued a report on the stock in the last year is $86.6667.

NHI has been the subject of several research analyst reports. Wells Fargo & Company raised their price objective on National Health Investors from $80.00 to $85.00 and gave the company an "equal weight" rating in a research note on Tuesday, November 25th. KeyCorp boosted their target price on National Health Investors from $80.00 to $88.00 and gave the stock an "overweight" rating in a research report on Thursday, December 4th. Truist Financial raised their price target on National Health Investors from $85.00 to $92.00 and gave the company a "buy" rating in a research report on Thursday, March 12th. Deutsche Bank Aktiengesellschaft downgraded National Health Investors from a "buy" rating to a "hold" rating and set a $85.00 price target for the company. in a research note on Tuesday, January 20th. Finally, National Bank Financial set a $85.00 price objective on shares of National Health Investors in a research report on Tuesday, January 20th.

National Health Investors Stock Performance

Shares of NHI opened at $86.28 on Tuesday. The company has a quick ratio of 6.90, a current ratio of 6.90 and a debt-to-equity ratio of 0.76. National Health Investors has a 52-week low of $66.41 and a 52-week high of $91.38. The company has a 50-day simple moving average of $83.64 and a 200-day simple moving average of $79.47. The company has a market capitalization of $4.17 billion, a PE ratio of 28.57, a P/E/G ratio of 4.61 and a beta of 0.65.

National Health Investors (NYSE:NHI - Get Free Report) last released its quarterly earnings data on Thursday, February 26th. The real estate investment trust reported $1.22 EPS for the quarter, missing analysts' consensus estimates of $1.23 by ($0.01). National Health Investors had a return on equity of 9.56% and a net margin of 37.81%.The company had revenue of $105.82 million for the quarter, compared to analysts' expectations of $95.12 million. During the same period in the prior year, the firm posted $1.24 EPS. The firm's quarterly revenue was up 6.8% on a year-over-year basis. National Health Investors has set its FY 2026 guidance at 4.940-4.990 EPS. Equities research analysts predict that National Health Investors will post 4.41 earnings per share for the current fiscal year.

National Health Investors Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, May 1st. Investors of record on Tuesday, March 31st will be given a dividend of $0.92 per share. This represents a $3.68 annualized dividend and a dividend yield of 4.3%. The ex-dividend date is Tuesday, March 31st. National Health Investors's payout ratio is currently 121.85%.

Institutional Investors Weigh In On National Health Investors

A number of large investors have recently bought and sold shares of NHI. International Assets Investment Management LLC acquired a new stake in shares of National Health Investors during the fourth quarter valued at $27,000. EverSource Wealth Advisors LLC raised its stake in 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 purchasing an additional 288 shares during the last quarter. Garton & Associates Financial Advisors LLC purchased a new position in National Health Investors in the 4th quarter valued at about $33,000. GAMMA Investing LLC lifted its holdings in National Health Investors by 41.8% in the 4th quarter. GAMMA Investing LLC now owns 461 shares of the real estate investment trust's stock valued at $35,000 after purchasing an additional 136 shares in the last quarter. Finally, Key Capital Management INC acquired a new stake in shares of National Health Investors during the 4th quarter worth about $47,000. Institutional investors and hedge funds own 62.51% of the company's stock.

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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