National Health Investors, Inc. to Issue Quarterly Dividend of $0.92 (NYSE:NHI)

Key Points

• Dividend declared: NHI announced a quarterly dividend of $0.92 per share (annualized yield ~4.9%), with an ex‑dividend/record date of June 30 and payable on August 7.
• Mixed quarter and cautious outlook: Q1 results beat expectations (EPS $1.24 vs. $1.21; revenue up ~28.9% YoY), but management set FY‑2026 EPS guidance of $4.74–$4.79, below street consensus (~$5.02), weighing on the stock.
• Dividend coverage concerns now, improvement expected: Current payout ratio is ~112.5% (requiring balance‑sheet support), but analysts forecast next‑year EPS around $5.34, implying a future payout ratio near 68.9% that would restore coverage.

National Health Investors, Inc. (NYSE:NHI - Get Free Report) declared a quarterly dividend on Monday, May 4th. Investors of record on Tuesday, June 30th will be given a dividend of 0.92 per share by the real estate investment trust on Friday, August 7th. This represents a c) dividend on an annualized basis and a yield of 4.9%. The ex-dividend date of this dividend is Tuesday, June 30th.

National Health Investors has decreased its dividend payment by an average of 0.0%annually over the last three years. National Health Investors has a payout ratio of 112.5% meaning the company cannot currently cover its dividend with earnings alone and is relying on its balance sheet to cover its dividend payments. Research analysts expect National Health Investors to earn $5.34 per share next year, which means the company should continue to be able to cover its $3.68 annual dividend with an expected future payout ratio of 68.9%.

National Health Investors Trading Down 1.4%

NYSE:NHI opened at $75.66 on Tuesday. The stock's 50 day moving average price is $83.79 and its 200 day moving average price is $80.56. The company has a market capitalization of $3.67 billion, a PE ratio of 25.05, a P/E/G ratio of 4.18 and a beta of 0.55. 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 $68.80 and a 52-week high of $91.38.

National Health Investors (NYSE:NHI - Get Free Report) last released its quarterly earnings results on Monday, May 4th. The real estate investment trust reported $1.24 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.21 by $0.03. The firm had revenue of $115.13 million for the quarter, compared to the consensus estimate of $70.22 million. National Health Investors had a return on equity of 9.56% and a net margin of 37.81%.The firm's quarterly revenue was up 28.9% compared to the same quarter last year. During the same quarter last year, the business posted $1.15 EPS. National Health Investors has set its FY 2026 guidance at 4.740-4.790 EPS. On average, research analysts anticipate that National Health Investors will post 5.02 EPS for the current year.

National Health Investors News Roundup

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

• Positive Sentiment: Q1 operating results and FFO beat — NHI reported FFO/EPS of $1.24 for Q1, above consensus $1.21, with revenue up ~28.9% year‑over‑year (driven by recent transactions and portfolio performance). This supports current earnings quality and cash flow. NHI Announces First Quarter 2026 Results
• Positive Sentiment: Dividend maintained and attractive yield — NHI declared a $0.92 quarterly dividend (annualized yield ~4.9%), reinforcing its income profile for REIT investors. NHI Announces the Second Quarter 2026 Dividend
• Positive Sentiment: Strategic portfolio deployment — NHI invested $106.9M to acquire seven properties (532 units) in Colorado, expanding its SHOP portfolio and backing future rental/FFO growth. NHI Announces $106.9 Million SHOP Investment
• Neutral Sentiment: Investor update and slide deck published — NHI released an updated investor presentation and a Q1 portfolio performance report to provide more transparency on operations and capital deployment; useful for modeling but not a catalyst by itself. NHI Issues Investor Update
• Neutral Sentiment: Analyst/industry commentary — Comparative write‑ups (e.g., head‑to‑head analyses) provide context versus peers but do not materially change fundamentals. Head-To-Head Analysis: National Health Investors & HG
• Negative Sentiment: FY‑2026 EPS guidance below consensus — Management set FY‑2026 EPS guidance at $4.740–4.790, below the street consensus (~$5.02). That guidance cut/softness is the primary reason investors are marking the stock down despite the quarter beat.

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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