National Health Investors, Inc. $NHI Shares Sold by GW&K Investment Management LLC

GW&K Investment Management LLC lowered its holdings in shares of National Health Investors, Inc. (NYSE:NHI) by 3.0% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 286,377 shares of the real estate investment trust’s stock after selling 8,733 shares during the period. GW&K Investment Management LLC owned approximately 0.60% of National Health Investors worth $22,767,000 as of its most recent SEC filing.

A number of other hedge funds have also recently bought and sold shares of the company. JPMorgan Chase & Co. boosted its position in National Health Investors by 305.2% during the 2nd quarter. JPMorgan Chase & Co. now owns 1,203,492 shares of the real estate investment trust’s stock worth $84,389,000 after acquiring an additional 906,479 shares during the period. Norges Bank acquired a new position in National Health Investors during the 2nd quarter valued at $49,775,000. M Holdings Securities Inc. acquired a new stake in shares of National Health Investors during the 2nd quarter worth approximately $36,607,000. Balyasny Asset Management L.P. boosted its position in shares of National Health Investors by 66.9% during the 2nd quarter. Balyasny Asset Management L.P. now owns 614,960 shares of the real estate investment trust’s stock valued at $43,121,000 after acquiring an additional 246,486 shares in the last quarter. Finally, Centersquare Investment Management LLC grew its position in National Health Investors by 21.8% in the third quarter. Centersquare Investment Management LLC now owns 986,708 shares of the real estate investment trust’s stock valued at $78,443,000 after acquiring an additional 176,410 shares during the period. 62.51% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several research analysts have issued reports on NHI shares. Truist Financial upped their price objective on National Health Investors from $81.00 to $83.00 and gave the stock a “buy” rating in a report on Monday, December 15th. Deutsche Bank Aktiengesellschaft lowered shares of National Health Investors from a “buy” rating to a “hold” rating and set a $85.00 price objective on the stock. in a research report on Tuesday, January 20th. KeyCorp lifted their price objective on shares of National Health Investors from $80.00 to $88.00 and gave the company an “overweight” rating in a research report on Thursday, December 4th. Weiss Ratings restated a “buy (b)” rating on shares of National Health Investors in a research report on Monday, December 29th. Finally, National Bank Financial set a $85.00 price objective on National Health Investors in a research note on Tuesday, January 20th. One analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $85.57.

National Health Investors Stock Performance

Shares of NHI opened at $84.15 on Friday. 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, Inc. has a one year low of $66.41 and a one year high of $91.38. The firm has a market capitalization of $4.07 billion, a PE ratio of 27.86, a price-to-earnings-growth ratio of 4.55 and a beta of 0.65. The company has a 50-day simple moving average of $82.43 and a two-hundred day simple moving average of $79.01.

National Health Investors (NYSE:NHI) last announced its quarterly earnings data on Thursday, February 26th. The real estate investment trust reported $1.22 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates 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 analysts’ expectations of $95.12 million. During the same quarter in the previous year, the firm posted $1.24 EPS. The firm’s quarterly revenue 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. On average, analysts anticipate that National Health Investors, Inc. will post 4.41 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, May 1st. Shareholders of record on Tuesday, March 31st will be paid a dividend of $0.92 per share. The ex-dividend date is Tuesday, March 31st. This represents a $3.68 dividend on an annualized basis and a yield of 4.4%. National Health Investors’s dividend payout ratio (DPR) is presently 121.85%.

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.