National Health Investors (NYSE:NHI) Releases FY 2026 Earnings Guidance

Key Points

• FY2026 EPS guidance: National Health Investors provided EPS guidance of 4.740–4.790 for FY2026, which is below the sell-side consensus estimate of 5.02.
• Dividend and payout: The REIT paid a quarterly dividend of $0.92 (annualized $3.68) for a yield of ~4.9%, while its dividend payout ratio sits at a high 121.85%.
• Market and recent results: Shares fell $1.06 to $75.66 on higher volume after the update; the company reported Q1 EPS of $0.82 (miss vs. $0.85 est.) but revenue of $115.13M beat expectations, and analysts maintain a consensus rating of "Moderate Buy" with an average target of $87.50.

National Health Investors (NYSE:NHI - Get Free Report) issued an update on its FY 2026 earnings guidance on Monday morning. The company provided earnings per share (EPS) guidance of 4.740-4.790 for the period, compared to the consensus estimate of 5.020. The company issued revenue guidance of -.

National Health Investors Price Performance

Shares of National Health Investors stock traded down $1.06 during mid-day trading on Monday, reaching $75.66. 561,098 shares of the stock were exchanged, compared to its average volume of 301,136. The company has a current ratio of 6.90, a quick ratio of 6.90 and a debt-to-equity ratio of 0.76. The company has a market cap of $3.67 billion, a price-to-earnings ratio of 25.05, a price-to-earnings-growth ratio of 4.18 and a beta of 0.55. National Health Investors has a fifty-two week low of $68.80 and a fifty-two week high of $91.38. The firm has a 50-day simple moving average of $83.79 and a 200 day simple moving average of $80.56.

National Health Investors (NYSE:NHI - Get Free Report) last posted its quarterly earnings data on Monday, May 4th. The real estate investment trust reported $0.82 earnings per share for the quarter, missing the consensus estimate of $0.85 by ($0.03). The company had revenue of $115.13 million during the quarter, compared to analyst estimates of $70.22 million. National Health Investors had a net margin of 37.81% and a return on equity of 9.56%. National Health Investors has set its FY 2026 guidance at 4.740-4.790 EPS. On average, sell-side analysts predict that National Health Investors will post 5.02 EPS for the current fiscal year.

National Health Investors Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, May 1st. Shareholders of record on Tuesday, March 31st were given a $0.92 dividend. This represents a $3.68 annualized dividend and a yield of 4.9%. The ex-dividend date was Tuesday, March 31st. National Health Investors's dividend payout ratio (DPR) is presently 121.85%.

Wall Street Analyst Weigh In

Several research firms have weighed in on NHI. Deutsche Bank Aktiengesellschaft cut shares of National Health Investors from a "buy" rating to a "hold" rating and set a $85.00 price objective for the company. in a research report on Tuesday, January 20th. Weiss Ratings restated a "buy (b)" rating on shares of National Health Investors in a research report on Friday, March 27th. Wells Fargo & Company reduced 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 note on Wednesday, April 22nd. Cantor Fitzgerald reaffirmed an "overweight" rating and issued a $94.00 target price on shares of National Health Investors in a research note on Wednesday, April 22nd. Finally, National Bank Financial set a $85.00 target price on shares of National Health Investors in a research note on Tuesday, January 20th. One analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat.com, National Health Investors presently has a consensus rating of "Moderate Buy" and an average price target of $87.50.

Institutional Inflows and Outflows

Several hedge funds have recently modified their holdings of the business. EverSource Wealth Advisors LLC boosted its stake in National Health Investors by 244.1% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 406 shares of the real estate investment trust's stock worth $28,000 after acquiring an additional 288 shares during the last quarter. Garton & Associates Financial Advisors LLC acquired a new position in National Health Investors during the fourth quarter valued at approximately $33,000. Advisory Services Network LLC acquired a new position in National Health Investors during the third quarter valued at approximately $65,000. Triumph Capital Management acquired a new position in National Health Investors during the third quarter valued at approximately $66,000. Finally, NewEdge Advisors LLC grew its holdings in National Health Investors by 28.7% during the first quarter. NewEdge Advisors LLC now owns 1,546 shares of the real estate investment trust's stock valued at $114,000 after purchasing an additional 345 shares during the period. Institutional investors 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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