National Health Investors, Inc.
NHI
NYSE·Real Estate·REIT - Healthcare Facilities·Mkt cap $3.5B
$71.51
▼ -1.05%
P/E
20.61
Mkt Cap
$3.5B
52-Wk Range
$67.94–$91.38
52-Week Range
$67.94 - $91.38
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Down 7.5% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
5 reasons
- Established relationships with quality healthcare operators and proven underwriting expertise
- Diversified portfolio across senior housing types and medical facilities reducing concentration risk
- REIT structure providing tax-efficient dividend income and capital appreciation potential
- Experienced management team with deep healthcare real estate knowledge since 1991
- Multiple financing strategies (sale-leaseback, joint ventures, mortgages) enabling flexible deal structures
Bear Case
1 risk
- Low volatility (beta 0.6).
Growth
Revenue decline expected
Aging U.S. population with increasing demand for senior housing and healthcare services
Value
Deep value opportunity - significant discount to Healthcare REITs peers
Momentum
Stable
+0.6% over 3m
Quality
Excellent
Strong fundamentals
Dividend
High yield
5.15% yield
Smart-money signal
Who's buying NHI right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Recent earnings results
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Nov 5, 2026
AUG 10, 2026
Reported EPS of $1.19 vs $0.84 consensus (+41.2% surprise). Revenue of $71.4M vs $72.1M expected (-1.0%).
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+41.2%
Revenue trend · last 8Q
—
+8%
+10%
+7%
+8%
+24%
+30%
+34%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$82.9M
$85.8M
$89.3M
$90.7M
$89.8M
$106.5M
$115.9M
$121.3M
Margins · last 8Q
Gross
0.0%
Operating
0.1%
Profit
45.8%
Wall Street consensus
4 analysts · 50% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
50%
Hold
50%
Sell
0%
Median Price Target
—
Latest: Deutsche Bank · Jun 25, 2026
vs Industry
How NHI stacks vs REIT - Healthcare Facilities
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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