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

National Health Investors (NYSE:NHI) updated its FY 2026 earnings guidance on Tuesday. The company provided earnings per share (EPS) guidance of 4.680-4.700 for the period, compared to the consensus EPS estimate of 4.760.

Analysts Set New Price Targets

NHI has been the subject of several analyst reports. Zacks Research upgraded National Health Investors from a “strong sell” rating to a “hold” rating in a research note on Tuesday, September 29th. Huntington initiated coverage on National Health Investors in a research report on Monday. They set a “strong-buy” rating on the stock. Weiss Ratings lowered National Health Investors from a “buy (b-)” rating to a “hold (c+)” rating in a report on Friday, September 25th. BMO Capital Markets reissued an “outperform” rating on shares of National Health Investors in a report on Wednesday, September 23rd. Finally, Wells Fargo & Company reduced their price target on National Health Investors from $78.00 to $68.00 and set an “equal weight” rating for the company in a research report on Monday, October 19th. One equities research analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating and four have given a Hold rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $81.00.

National Health Investors Trading Down 4.6%

Shares of National Health Investors stock opened at $67.96 on Wednesday. The firm has a market cap of $3.34 billion, a price-to-earnings ratio of 4.77, a PEG ratio of 4.54 and a beta of 0.51. The business has a 50-day moving average price of $67.74 and a 200-day moving average price of $76.08. The company has a quick ratio of 6.78, a current ratio of 6.78 and a debt-to-equity ratio of 0.81. National Health Investors has a twelve month low of $63.51 and a twelve month high of $91.38.

National Health Investors (NYSE:NHI) last released its quarterly earnings data on Monday, November 9th. The real estate investment trust reported $11.47 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.18 by $10.29. The business had revenue of $113.48 million for the quarter, compared to the consensus estimate of $68.53 million. National Health Investors had a return on equity of 45.12% and a net margin of 152.82%. Equities research analysts anticipate that National Health Investors will post 4.76 EPS for the current fiscal year.

National Health Investors Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, January 29th. Stockholders of record on Thursday, December 31st will be paid a dividend of $0.92 per share. The ex-dividend date of this dividend is Thursday, December 31st. This represents a $3.68 dividend on an annualized basis and a dividend yield of 5.4%. National Health Investors’s dividend payout ratio is currently 26.40%.

National Health Investors News Roundup

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

• Positive Sentiment: NHI outlined a target for high-single-digit to low-double-digit organic same-store senior housing operating portfolio (SHOP) NOI growth, signaling potential operating growth. Article: NHI outlines 2026 guidance and SHOP growth target
• Positive Sentiment: NHI declared a quarterly dividend of $0.94 per share, a potentially supportive feature for income-focused investors. Article: National Health Investors declares dividend
• Negative Sentiment: Third-quarter FFO was $1.12 per share, down from $1.32 a year earlier and below Zacks’ $1.17 consensus estimate, though it matched FactSet’s estimate. That decline may concern investors focused on recurring REIT performance. Article: National Health Investors misses Q3 FFO and revenue estimates
• Negative Sentiment: Full-year 2026 normalized FFO guidance of $4.68–$4.70 per share is below the cited analyst consensus of $4.76, creating a modest earnings-expectations headwind. Article: NHI outlines 2026 guidance
• Negative Sentiment: Operating partners are dealing with community transitions and a muted summer selling season, which could weigh on near-term occupancy, operations, or transaction activity. Article: NHI operating partners face transitions and muted selling season

National Health Investors Company Profile

National Health Investors, Inc. (NYSE: NHI) is a real estate investment trust that owns and finances properties used for senior housing and health care. Founded in 1991, the company is headquartered in Murfreesboro, Tennessee. NHI’s portfolio includes senior housing communities, such as independent living, assisted living and memory care properties, as well as skilled nursing facilities. It typically works with health care operators through property leases and mortgage loans. The company serves markets across the United States.