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

Key Points

• National Health Investors issued FY 2026 EPS guidance of $4.74–$4.79, below the analyst consensus estimate of $4.87.
• NHI shares fell 1.4% to $74.23 during Monday trading. Analysts maintain a “Moderate Buy” consensus rating with an average price target of $83.86, though several firms recently cut their targets.
• Company insiders recently bought shares, including CEO D. Eric Mendelsohn’s purchase of 1,500 shares and Director Robert A. McCabe Jr.’s purchase of 890 shares.

National Health Investors (NYSE:NHI - Get Free Report) issued an update on its FY 2026 earnings guidance on Monday. The company provided earnings per share (EPS) guidance of 4.740-4.790 for the period, compared to the consensus estimate of 4.870. The company issued revenue guidance of -.

National Health Investors Trading Down 1.4%

Shares of NHI traded down $1.07 during trading hours on Monday, reaching $74.23. 403,289 shares of the company traded hands, compared to its average volume of 435,382. The firm has a market cap of $3.60 billion, a price-to-earnings ratio of 23.95, a PEG ratio of 3.38 and a beta of 0.51. National Health Investors has a 12-month low of $67.94 and a 12-month high of $91.38. The company has a current ratio of 8.20, a quick ratio of 8.20 and a debt-to-equity ratio of 0.83. The stock's fifty day moving average price is $75.13 and its 200 day moving average price is $79.60.

National Health Investors (NYSE:NHI - Get Free Report) last posted its quarterly earnings results on Monday, August 10th. The real estate investment trust reported $1.15 EPS for the quarter, topping the consensus estimate of $0.84 by $0.31. National Health Investors had a net margin of 36.86% and a return on equity of 9.82%. The company had revenue of $121.32 million for the quarter, compared to the consensus estimate of $72.12 million. National Health Investors has set its FY 2026 guidance at 4.740-4.790 EPS. Sell-side analysts forecast that National Health Investors will post 4.87 earnings per share for the current year.

Wall Street Analyst Weigh In

A number of equities analysts have recently commented on NHI shares. Wells Fargo & Company reduced their target price on shares of National Health Investors from $84.00 to $79.00 and set an "equal weight" rating on the stock in a research report on Monday, June 1st. BMO Capital Markets lowered their price target on National Health Investors from $90.00 to $80.00 and set an "outperform" rating for the company in a report on Monday, June 15th. Truist Financial dropped their price objective on National Health Investors from $89.00 to $81.00 and set a "buy" rating on the stock in a research note on Friday, June 12th. Zacks Research downgraded National Health Investors from a "hold" rating to a "strong sell" rating in a report on Thursday, June 25th. Finally, Weiss Ratings lowered National Health Investors from a "buy (b)" rating to a "buy (b-)" rating in a research report on Friday, June 12th. Five investment analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and a consensus price target of $83.86.

Insider Activity

In other news, Director Robert A. Mccabe, Jr. acquired 890 shares of the business's stock in a transaction dated Monday, June 15th. The shares were purchased at an average price of $71.65 per share, with a total value of $63,768.50. Following the transaction, the director directly owned 44,159 shares in the company, valued at approximately $3,163,992.35. This represents a 2.06% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO D. Eric Mendelsohn bought 1,500 shares of the firm's stock in a transaction that occurred on Friday, June 5th. The shares were purchased at an average cost of $68.84 per share, with a total value of $103,260.00. Following the transaction, the chief executive officer directly owned 133,316 shares of the company's stock, valued at $9,177,473.44. The trade was a 1.14% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. 2.70% of the stock is owned by insiders.

Hedge Funds Weigh In On National Health Investors

A number of large investors have recently made changes to their positions in NHI. EverSource Wealth Advisors LLC boosted its position in shares of 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 worth $28,000 after purchasing an additional 288 shares in the last quarter. Garton & Associates Financial Advisors LLC purchased a new stake in National Health Investors in the fourth quarter valued at about $33,000. Advisory Services Network LLC purchased a new stake in National Health Investors in the third quarter valued at about $65,000. Triumph Capital Management acquired a new stake in National Health Investors in the third quarter worth about $66,000. Finally, NewEdge Advisors LLC boosted its holdings in National Health Investors by 28.7% in the first quarter. NewEdge Advisors LLC now owns 1,546 shares of the real estate investment trust's stock worth $114,000 after acquiring an additional 345 shares in the last quarter. 62.51% of the stock is owned by institutional investors and hedge funds.

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.

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