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

National Health Investors (NYSE:NHI) released its quarterly earnings results on Thursday. The real estate investment trust reported $1.22 EPS for the quarter, missing the consensus estimate of $1.23 by ($0.01), Zacks reports. National Health Investors had a return on equity of 10.17% and a net margin of 41.38%.The business had revenue of $105.82 million during the quarter, compared to analyst estimates of $95.12 million. During the same quarter last year, the firm posted $1.24 EPS. The company’s revenue was up 6.8% compared to the same quarter last year. National Health Investors updated its FY 2026 guidance to 4.940-4.990 EPS.

National Health Investors Stock Performance

National Health Investors stock traded down $0.62 during midday trading on Thursday, reaching $87.51. 452,408 shares of the stock traded hands, compared to its average volume of 264,311. National Health Investors has a fifty-two week low of $66.41 and a fifty-two week high of $91.38. The company has a current ratio of 10.64, a quick ratio of 10.64 and a debt-to-equity ratio of 0.74. The firm has a market cap of $4.17 billion, a price-to-earnings ratio of 27.61, a PEG ratio of 3.01 and a beta of 0.66. The firm has a fifty day moving average price of $81.55 and a two-hundred day moving average price of $78.64.

Hedge Funds Weigh In On National Health Investors

Several hedge funds and other institutional investors have recently made changes to their positions in the business. EverSource Wealth Advisors LLC lifted its holdings in shares of National Health Investors by 244.1% in the second quarter. EverSource Wealth Advisors LLC now owns 406 shares of the real estate investment trust’s stock valued at $28,000 after buying an additional 288 shares during the period. Garton & Associates Financial Advisors LLC bought a new stake in National Health Investors in the fourth quarter worth about $33,000. Advisory Services Network LLC bought a new stake in National Health Investors in the third quarter worth about $65,000. Triumph Capital Management acquired a new stake in National Health Investors in the 3rd quarter valued at about $66,000. Finally, NewEdge Advisors LLC boosted its position in shares of National Health Investors by 28.7% during the 1st quarter. NewEdge Advisors LLC now owns 1,546 shares of the real estate investment trust’s stock valued at $114,000 after purchasing an additional 345 shares in the last quarter. 62.51% of the stock is currently owned by institutional investors and hedge funds.

Key National Health Investors News

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

• Positive Sentiment: Company raised FY‑2026 earnings guidance sharply to $4.940–$4.990 per share (well above street expectations), signaling stronger forward earnings power and likely supporting the stock. NHI Announces Fourth Quarter 2025 Results
• Positive Sentiment: NHI declared a Q1 2026 cash dividend of $0.92 per share (record date March 31, payable May 1), supporting income investors and reinforcing the REIT’s cash-return profile. NHI Announces The First Quarter 2026 Dividend
• Positive Sentiment: Q4 revenue beat: reported revenue of $105.82M vs. consensus ~$95.1M and year‑over‑year revenue growth of ~6.8%, indicating portfolio cash flow was stronger than anticipated. NHI Announces Fourth Quarter 2025 Results
• Positive Sentiment: Analysts currently give a consensus rating of “Moderate Buy,” which could provide continued demand from institutional/retail buyers expecting the guidance to sustain earnings growth. Given Consensus Rating of “Moderate Buy”
• Neutral Sentiment: NHI posted an investor update and made presentation materials available — useful for assessing portfolio details and management commentary but not an immediate price catalyst by itself. NHI Issues Investor Update
• Negative Sentiment: Quarterly FFO/EPS came in at $1.22, missing consensus estimates by roughly $0.01 (Zacks and others flagged the slight miss), which likely pressured the stock despite the revenue beat and strong guidance. NHI Misses Q4 FFO Estimates

Analyst Ratings Changes

Several research firms have recently commented on NHI. KeyCorp increased their target price on National Health Investors from $80.00 to $88.00 and gave the company an “overweight” rating in a research note on Thursday, December 4th. Truist Financial raised their price objective on shares of National Health Investors from $81.00 to $83.00 and gave the stock a “buy” rating in a report on Monday, December 15th. Wells Fargo & Company upped their target price on shares of National Health Investors from $80.00 to $85.00 and gave the company an “equal weight” rating in a research note on Tuesday, November 25th. Weiss Ratings reissued a “buy (b)” rating on shares of National Health Investors in a report on Monday, December 29th. Finally, Cantor Fitzgerald set a $85.00 target price on National Health Investors in a research note on Monday, January 5th. 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 company’s stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $85.57.

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.