Centersquare Investment Management LLC Boosts Holdings in National Health Investors, Inc. $NHI

Centersquare Investment Management LLC increased its stake in shares of National Health Investors, Inc. (NYSE:NHI) by 17.0% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 1,154,060 shares of the real estate investment trust’s stock after buying an additional 167,352 shares during the quarter. Centersquare Investment Management LLC’s holdings in National Health Investors were worth $88,136,000 as of its most recent filing with the SEC.

A number of other large investors have also added to or reduced their stakes in the stock. Vanguard Group Inc. increased its holdings in National Health Investors by 0.8% during the third quarter. Vanguard Group Inc. now owns 6,498,414 shares of the real estate investment trust’s stock worth $516,624,000 after buying an additional 52,474 shares during the last quarter. State Street Corp boosted its position in National Health Investors by 5.0% during the second quarter. State Street Corp now owns 2,023,381 shares of the real estate investment trust’s stock worth $143,651,000 after purchasing an additional 95,812 shares during the period. Principal Financial Group Inc. boosted its position in National Health Investors by 1.9% during the fourth quarter. Principal Financial Group Inc. now owns 1,668,006 shares of the real estate investment trust’s stock worth $127,386,000 after purchasing an additional 30,968 shares during the period. JPMorgan Chase & Co. boosted its position in National Health Investors by 34.0% during the third quarter. JPMorgan Chase & Co. now owns 1,613,051 shares of the real estate investment trust’s stock worth $128,238,000 after purchasing an additional 409,559 shares during the period. Finally, Geode Capital Management LLC boosted its position in National Health Investors by 1.5% during the fourth quarter. Geode Capital Management LLC now owns 1,262,657 shares of the real estate investment trust’s stock worth $96,443,000 after purchasing an additional 18,198 shares during the period. Hedge funds and other institutional investors own 62.51% of the company’s stock.

National Health Investors Price Performance

Shares of NYSE:NHI opened at $71.98 on Friday. The company has a quick ratio of 8.20, a current ratio of 8.20 and a debt-to-equity ratio of 0.83. The firm has a market capitalization of $3.49 billion, a PE ratio of 23.22, a P/E/G ratio of 3.79 and a beta of 0.52. National Health Investors, Inc. has a twelve month low of $67.94 and a twelve month high of $91.38. The company has a 50-day moving average price of $77.48 and a two-hundred day moving average price of $80.14.

National Health Investors (NYSE:NHI) last issued its earnings results on Monday, May 4th. The real estate investment trust reported $0.82 earnings per share for the quarter, missing analysts’ consensus estimates of $1.21 by ($0.39). National Health Investors had a return on equity of 9.82% and a net margin of 36.86%.The business had revenue of $115.13 million for the quarter, compared to the consensus estimate of $70.22 million. During the same quarter in the prior year, the business earned $1.15 EPS. National Health Investors’s revenue for the quarter was up 28.9% compared to the same quarter last year. National Health Investors has set its FY 2026 guidance at 4.740-4.790 EPS. Equities analysts forecast that National Health Investors, Inc. will post 5.07 EPS for the current year.

National Health Investors Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, August 7th. Stockholders of record on Tuesday, June 30th will be given a $0.92 dividend. This represents a $3.68 dividend on an annualized basis and a dividend yield of 5.1%. The ex-dividend date is Tuesday, June 30th. National Health Investors’s dividend payout ratio (DPR) is 118.71%.

Insider Activity at National Health Investors

In other news, CEO D. Eric Mendelsohn acquired 1,500 shares of the business’s stock in a transaction dated Friday, June 5th. The stock was bought at an average cost of $68.84 per share, for a total transaction of $103,260.00. Following the completion of the transaction, the chief executive officer owned 133,316 shares of the company’s stock, valued at $9,177,473.44. The trade was a 1.14% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link. Company insiders own 2.70% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts have weighed in on NHI shares. Truist Financial cut their target price on shares of National Health Investors from $92.00 to $89.00 and set a “buy” rating for the company in a research report on Wednesday, April 22nd. Weiss Ratings reiterated a “buy (b)” rating on shares of National Health Investors in a research report on Friday, March 27th. Wells Fargo & Company cut their target price on shares of National Health Investors from $84.00 to $79.00 and set an “equal weight” rating for the company in a research report on Monday, June 1st. Finally, Cantor Fitzgerald reiterated an “overweight” rating and set a $94.00 target price on shares of National Health Investors in a research report on Wednesday, April 22nd. One analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $86.67.

National Health Investors 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.