Fieldview Capital Management LLC Makes New $1.90 Million Investment in National Health Investors, Inc. $NHI

Fieldview Capital Management LLC bought a new position in shares of National Health Investors, Inc. (NYSE:NHI) during the 4th quarter, according to the company in its most recent filing with the SEC. The fund bought 24,874 shares of the real estate investment trust’s stock, valued at approximately $1,900,000.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the business. Renaissance Group LLC increased its position in National Health Investors by 3.8% during the 4th quarter. Renaissance Group LLC now owns 3,206 shares of the real estate investment trust’s stock worth $245,000 after purchasing an additional 117 shares during the period. GAMMA Investing LLC increased its position in National Health Investors by 41.8% during the 4th quarter. GAMMA Investing LLC now owns 461 shares of the real estate investment trust’s stock worth $35,000 after purchasing an additional 136 shares during the period. PNC Financial Services Group Inc. increased its position in National Health Investors by 5.0% during the 3rd quarter. PNC Financial Services Group Inc. now owns 3,731 shares of the real estate investment trust’s stock worth $297,000 after purchasing an additional 177 shares during the period. Mackenzie Financial Corp increased its position in National Health Investors by 6.7% during the 3rd quarter. Mackenzie Financial Corp now owns 3,201 shares of the real estate investment trust’s stock worth $254,000 after purchasing an additional 200 shares during the period. Finally, The Manufacturers Life Insurance Company increased its position in National Health Investors by 0.8% during the 2nd quarter. The Manufacturers Life Insurance Company now owns 24,603 shares of the real estate investment trust’s stock worth $1,725,000 after purchasing an additional 200 shares during the period. Institutional investors and hedge funds own 62.51% of the company’s stock.

National Health Investors Trading Up 0.3%

Shares of NHI opened at $72.15 on Friday. 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 firm has a market capitalization of $3.50 billion, a P/E ratio of 23.27, a price-to-earnings-growth ratio of 3.76 and a beta of 0.52. The stock’s fifty day simple moving average is $77.29 and its 200 day simple moving average is $80.08. National Health Investors, Inc. has a twelve month low of $67.94 and a twelve month high of $91.38.

National Health Investors (NYSE:NHI) last announced its quarterly earnings results on Monday, May 4th. The real estate investment trust reported $0.82 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.21 by ($0.39). National Health Investors had a net margin of 36.86% and a return on equity of 9.82%. The company had revenue of $115.13 million during the quarter, compared to analyst estimates of $70.22 million. During the same quarter in the prior year, the company posted $1.15 earnings per share. The firm’s revenue for the quarter was up 28.9% on a year-over-year basis. National Health Investors has set its FY 2026 guidance at 4.740-4.790 EPS. On average, equities research analysts forecast that National Health Investors, Inc. will post 4.93 earnings per share for the current year.

National Health Investors Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, August 7th. Investors of record on Tuesday, June 30th will be issued a $0.92 dividend. This represents a $3.68 annualized dividend and a yield of 5.1%. The ex-dividend date is Tuesday, June 30th. National Health Investors’s dividend payout ratio is currently 118.71%.

Analyst Ratings Changes

Several equities research analysts have recently commented on NHI shares. Truist Financial decreased their price target on National Health Investors from $89.00 to $81.00 and set a “buy” rating on the stock in a research note on Friday. 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. Wells Fargo & Company decreased their price objective on National Health Investors from $84.00 to $79.00 and set an “equal weight” rating on the stock in a report on Monday, June 1st. Finally, Weiss Ratings restated a “buy (b)” rating on shares of National Health Investors in a report on Friday, March 27th. One investment analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $85.33.

Insider Transactions at National Health Investors

In related news, CEO D. Eric Mendelsohn purchased 1,500 shares of the stock in a transaction that occurred on Friday, June 5th. The stock was purchased at an average cost of $68.84 per share, for a total transaction of $103,260.00. Following the acquisition, the chief executive officer owned 133,316 shares in the company, valued at approximately $9,177,473.44. This trade represents a 1.14% 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 the SEC website. Corporate insiders own 2.70% 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.