National Health Investors (NYSE:NHI) Releases Earnings Results, Misses Expectations By $0.01 EPS

National Health Investors (NYSE:NHI) released its quarterly earnings data on Thursday. The real estate investment trust reported $1.22 earnings per share for the quarter, missing the consensus estimate of $1.23 by ($0.01), Briefing.com reports. National Health Investors had a net margin of 37.81% and a return on equity of 9.66%. The business had revenue of $105.82 million for the quarter, compared to the consensus estimate of $95.12 million. During the same quarter last year, the firm earned $1.24 EPS. The company’s revenue for the quarter was up 6.8% on a year-over-year basis. National Health Investors updated its FY 2026 guidance to 4.940-4.990 EPS.

National Health Investors Stock Performance

Shares of NYSE NHI opened at $83.87 on Friday. The company has a debt-to-equity ratio of 0.74, a current ratio of 10.64 and a quick ratio of 10.64. The firm has a market cap of $4.00 billion, a price-to-earnings ratio of 27.77, a P/E/G ratio of 3.00 and a beta of 0.66. The stock’s fifty day moving average price is $81.67 and its two-hundred day moving average price is $78.70. National Health Investors has a one year low of $66.41 and a one year high of $91.38.

National Health Investors Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, May 1st. Investors of record on Tuesday, March 31st will be paid a $0.92 dividend. The ex-dividend date is Tuesday, March 31st. This represents a $3.68 annualized dividend and a yield of 4.4%. National Health Investors’s payout ratio is 116.09%.

Key National Health Investors News

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

• Positive Sentiment: Company raised FY‑2026 EPS guidance to $4.94–$4.99 — well above consensus, signaling stronger forward earnings expectations and underpinning longer‑term value for the REIT. View Press Release
• Positive Sentiment: NHI declared a $0.92 quarterly dividend (record March 31, payable May 1) — a ~4.2% yield — supporting the income thesis for dividend‑focused investors. Dividend Announcement
• Positive Sentiment: Revenue and topline strength: Q4 revenue was $105.8M (up 6.8% y/y) and beat consensus, and management said 2025 results exceeded initial guidance — supports cash flow resilience. Q4 Results
• Neutral Sentiment: Company posted an investor update and made presentation materials available for shareholders — useful for modeling but not an immediate catalyst. Investor Update
• Neutral Sentiment: Earnings call transcript was published, offering additional color on operations, capital allocation and portfolio performance for investors to review. Earnings Call Transcript
• Negative Sentiment: Small quarterly FFO/EPS miss: FFO/EPS came in at $1.22, missing some estimates by ~$0.01—a near‑term disappointment that likely triggered selling despite the strong guidance. FFO Miss
• Negative Sentiment: Market reaction: shares traded down on elevated volume, suggesting investors initially focused on the slight FFO/EPS miss and may be rotating out despite the upbeat guidance and dividend. Market Snapshot

Hedge Funds Weigh In On National Health Investors

Several institutional investors and hedge funds have recently modified their holdings of NHI. EverSource Wealth Advisors LLC raised its stake in 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 bought a new position in shares of National Health Investors during the fourth quarter worth approximately $33,000. Advisory Services Network LLC acquired a new stake in shares of National Health Investors in the third quarter valued at approximately $65,000. Triumph Capital Management acquired a new stake in shares of National Health Investors in the third quarter valued at approximately $66,000. Finally, NewEdge Advisors LLC boosted its stake in shares of 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 valued at $114,000 after buying an additional 345 shares during the period. 62.51% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several analysts have issued reports on NHI shares. KeyCorp upped their price target on shares of National Health Investors from $80.00 to $88.00 and gave the stock an “overweight” rating in a research report on Thursday, December 4th. National Bank Financial set a $85.00 price objective on shares of National Health Investors in a research note on Tuesday, January 20th. Weiss Ratings reiterated a “buy (b)” rating on shares of National Health Investors in a research note on Monday, December 29th. Wells Fargo & Company lifted their price target on National Health Investors from $80.00 to $85.00 and gave the stock an “equal weight” rating in a report on Tuesday, November 25th. Finally, Truist Financial boosted their price target on National Health Investors from $81.00 to $83.00 and gave the stock a “buy” rating in a research report on Monday, December 15th. One research 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 stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $85.57.

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.