National Health Investors, Inc. (NYSE:NHI) Receives Consensus Rating of "Moderate Buy" from Analysts

Key Points

• Analysts give National Health Investors a consensus rating of "Moderate Buy" from seven firms, with an average 12‑month price target of $87.50.
• Q1 results were mixed: FFO beat ($1.24 vs. $1.21) and revenue rose ~28.9%, but GAAP EPS missed ($0.82 vs. $1.21) and FY‑2026 guidance of $4.74–4.79 is below the ~$5.02 Street estimate.
• The company maintained its quarterly dividend of $0.92 (~5.0% yield) and completed a strategic $106.9M SHOP acquisition (7 properties, 532 units in Colorado), signaling capital deployment into its specialty healthcare portfolio.

National Health Investors, Inc. (NYSE:NHI - Get Free Report) has been assigned a consensus rating of "Moderate Buy" from the seven research firms that are currently covering the firm, Marketbeat.com reports. Two research analysts have rated the stock with a hold rating, four have given a buy rating and one has given a strong buy rating to the company. The average 12 month price target among brokerages that have issued a report on the stock in the last year is $87.50.

A number of research firms recently commented on NHI. Cantor Fitzgerald reissued an "overweight" rating and set a $94.00 target price on shares of National Health Investors in a research report on Wednesday, April 22nd. Deutsche Bank Aktiengesellschaft downgraded National Health Investors from a "buy" rating to a "hold" rating and set a $85.00 price target on the stock. in a research report on Tuesday, January 20th. Weiss Ratings restated a "buy (b)" rating on shares of National Health Investors in a research note on Friday, March 27th. National Bank Financial set a $85.00 price objective on shares of National Health Investors in a research report on Tuesday, January 20th. Finally, Wells Fargo & Company dropped 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.

Key National Health Investors News

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

• Positive Sentiment: Q1 FFO beat estimates — NHI reported FFO of $1.24/sh vs. the Zacks consensus $1.21, up from $1.15 a year ago, supporting REIT cash‑flow credibility. National Health Investors (NHI) Q1 FFO and Revenues Beat Estimates
• Positive Sentiment: Quarterly dividend maintained — NHI declared a $0.92 quarterly dividend (5.0% yield), reinforcing income appeal for dividend investors. NHI Announces the Second Quarter 2026 Dividend
• Positive Sentiment: Strategic portfolio investment — NHI closed a $106.9M SHOP acquisition (7 properties, 532 units in Colorado), signaling deployment of capital into its specialty healthcare-operator portfolio. NHI Announces $106.9 Million SHOP Investment
• Neutral Sentiment: Investor materials and portfolio update released — Company posted slides and an investor presentation with portfolio details and Q1 metrics for review (useful for longer‑term due diligence). View Slide Deck
• Negative Sentiment: GAAP EPS missed consensus — Reported EPS of $0.82 vs. analyst consensus ~$1.21, a notable sequential and year‑over‑year decline that weighed on near‑term earnings optics. MarketBeat Q1 Results Summary
• Negative Sentiment: FY‑2026 EPS guidance set below Street — Management guided to $4.740–4.790 EPS for FY‑2026, below the ~5.02 consensus, which likely pressured the stock despite strong top‑line growth. Investor Presentation / Guidance
• Neutral Sentiment: Full call transcript and media coverage available for detail — Management commentary (transcript) provides context on the EPS/guidance drivers and portfolio performance; helpful for assessing whether missed EPS is one‑time or structural. National Health Investors, Inc. (NHI) Q1 2026 Earnings Call Transcript

National Health Investors Trading Down 3.4%

Shares of NYSE NHI opened at $73.17 on Wednesday. National Health Investors has a 1-year low of $68.80 and a 1-year high of $91.38. The business has a fifty day moving average price of $83.48 and a 200 day moving average price of $80.56. The stock has a market capitalization of $3.55 billion, a P/E ratio of 23.60, a price-to-earnings-growth ratio of 4.13 and a beta of 0.55. The company has a debt-to-equity ratio of 0.76, a current ratio of 6.90 and a quick ratio of 6.90.

National Health Investors (NYSE:NHI - Get Free Report) last announced its earnings results on Monday, May 4th. The real estate investment trust reported $0.82 EPS for the quarter, missing analysts' consensus estimates of $1.21 by ($0.39). The firm had revenue of $115.13 million during the quarter, compared to the consensus estimate of $70.22 million. National Health Investors had a return on equity of 9.85% and a net margin of 36.86%.The business's revenue for the quarter was up 28.9% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $1.15 earnings per share. National Health Investors has set its FY 2026 guidance at 4.740-4.790 EPS. Equities research analysts expect that National Health Investors will post 5.02 EPS for the current fiscal year.

National Health Investors Dividend Announcement

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

Institutional Investors Weigh In On National Health Investors

A number of institutional investors and hedge funds have recently modified their holdings of the company. Woodmont Investment Counsel LLC raised its holdings in shares of National Health Investors by 23.9% during the third quarter. Woodmont Investment Counsel LLC now owns 96,287 shares of the real estate investment trust's stock worth $7,655,000 after purchasing an additional 18,582 shares during the last quarter. Strs Ohio grew its position in National Health Investors by 293.6% during the 3rd quarter. Strs Ohio now owns 167,300 shares of the real estate investment trust's stock worth $13,300,000 after purchasing an additional 124,800 shares during the period. Tudor Investment Corp ET AL raised its stake in shares of National Health Investors by 189.8% during the 3rd quarter. Tudor Investment Corp ET AL now owns 116,570 shares of the real estate investment trust's stock valued at $9,267,000 after buying an additional 76,339 shares during the last quarter. Bowen Hanes & Co. Inc. lifted its holdings in shares of National Health Investors by 30.0% in the 3rd quarter. Bowen Hanes & Co. Inc. now owns 260,000 shares of the real estate investment trust's stock valued at $20,670,000 after buying an additional 60,000 shares during the period. Finally, Centersquare Investment Management LLC lifted its holdings in shares of National Health Investors by 21.8% in the 3rd quarter. Centersquare Investment Management LLC now owns 986,708 shares of the real estate investment trust's stock valued at $78,443,000 after buying an additional 176,410 shares during the period. Institutional investors and hedge funds own 62.51% of the company's stock.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.