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

Key Points

• Seven brokerages covering National Health Investors give a consensus recommendation of "Moderate Buy" (4 buys, 2 holds, 1 strong buy) with an average 12‑month target price of $86.83.
• The REIT reported Q EPS of $1.22 (missed by $0.01) and revenue was up 6.8% year‑over‑year, and it set FY 2026 guidance at $4.940–4.990 EPS; the company pays a quarterly dividend of $0.92 (annual $3.68) for a 4.3% yield and a payout ratio of 121.85%.

National Health Investors, Inc. (NYSE:NHI - Get Free Report) has been given a consensus recommendation of "Moderate Buy" by the seven brokerages that are currently covering the firm, MarketBeat Ratings reports. Two analysts have rated the stock with a hold recommendation, four have issued a buy recommendation and one has issued a strong buy recommendation on the company. The average 12-month target price among brokers that have updated their coverage on the stock in the last year is $86.8333.

Several analysts have recently commented on NHI shares. Deutsche Bank Aktiengesellschaft cut shares of National Health Investors from a "buy" rating to a "hold" rating and set a $85.00 price target on the stock. in a research note on Tuesday, January 20th. Weiss Ratings reissued a "buy (b)" rating on shares of National Health Investors in a research note on Friday, March 27th. Wells Fargo & Company increased their price objective on shares of National Health Investors from $85.00 to $86.00 and gave the company an "equal weight" rating in a report on Friday, March 27th. National Bank Financial set a $85.00 price objective on shares of National Health Investors in a report on Tuesday, January 20th. Finally, Cantor Fitzgerald set a $85.00 price objective on shares of National Health Investors in a report on Monday, January 5th.

National Health Investors Price Performance

NHI opened at $86.45 on Friday. National Health Investors has a one year low of $68.80 and a one year high of $91.38. The company has a debt-to-equity ratio of 0.76, a current ratio of 6.90 and a quick ratio of 6.90. The company's 50 day simple moving average is $85.27 and its 200-day simple moving average is $80.14. The stock has a market capitalization of $4.19 billion, a P/E ratio of 28.63, a price-to-earnings-growth ratio of 4.66 and a beta of 0.63.

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

National Health Investors Dividend Announcement

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

Hedge Funds Weigh In On National Health Investors

Several large investors have recently bought and sold shares of NHI. Norges Bank acquired a new position in National Health Investors in the fourth quarter valued at approximately $55,301,000. JPMorgan Chase & Co. raised its holdings in National Health Investors by 34.0% in the third quarter. JPMorgan Chase & Co. now owns 1,613,051 shares of the real estate investment trust's stock worth $128,238,000 after purchasing an additional 409,559 shares during the period. Freestone Grove Partners LP acquired a new stake in National Health Investors in the fourth quarter worth $21,869,000. Adage Capital Partners GP L.L.C. acquired a new stake in National Health Investors in the fourth quarter worth $19,856,000. Finally, Balyasny Asset Management L.P. raised its holdings in National Health Investors by 66.9% in the second quarter. Balyasny Asset Management L.P. now owns 614,960 shares of the real estate investment trust's stock worth $43,121,000 after purchasing an additional 246,486 shares during the period. 62.51% of the stock is currently owned by institutional investors and hedge funds.

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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