National Health Investors, Inc.(NHI)Earnings, Financials & Key RatiosNational Health Investors, Inc. (NHI) stock price & volume — 10-year historical chart
Investment Thesis • Updated 2026Q1
while the elimination of $1.2 billion in debt is a positive signal, the compression of NOI margins to 31.1% suggests that the ongoing transition to SHOP assets may introduce operational volatility that warrants further observation.
National Health Investors, Inc. (NHI) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
National Health Investors, Inc. (NHI) EPS & revenue vs analyst estimates — last 4 quarters
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 4, 2026 | $1.24vs $1.21+2.5% | $73Mvs $70M+4.2% |
| Q1 2026 | Feb 26, 2026 | $1.22vs $0.80+52.3% | $70Mvs $69M+1.8% |
| Q4 2025 | Nov 6, 2025 | $1.32vs $1.24+6.5% | $90Mvs $95M-5.5% |
| Q3 2025 | Aug 6, 2025 | $1.22vs $1.16+5.2% | $91Mvs $86M+6.7% |
Recent stock market news and headlines for National Health Investors, Inc. (NHI)
Investors interested in REIT and Equity Trust - Other stocks are likely familiar with Sunstone Hotel Investors (SHO) and National Health Investors (NHI). But which of these two stocks offers value investors a better bang for their buck right now?
National Health Investors, Inc. remains a Buy, supported by strong financials, an attractive valuation, and a sustainable ~5% dividend yield. NHI's $560M asset sale and $107M SHOP investment accelerate its transition to the Senior Housing Operating Portfolio model, enhancing growth potential. Pro forma net debt/EBITDA expected at 2.3x following NHI's major sale and a ~74.5% FAD payout ratio based on guidance highlight NHI's balance sheet strength and dividend flexibility.
NEW YORK, June 23, 2026 /PRNewswire/ -- S&P Dow Jones Indices will make the following changes to the S&P 500, S&P 100, S&P MidCap 400, and S&P SmallCap 600: Honeywell Aerospace Inc. (NASD: HONA) will be added to the S&P 500 & 100 on Monday, June 29. Honeywell Aerospace will replace Conagra Brands Inc. (NYSE: CAG) in the S&P 500, and Conagra Brands will replace Grid Dynamics Holdings Inc.(NASD: GDYN) in the S&P SmallCap 600 effective prior to the opening of trading on Tuesday, June 30.
Key metrics vs top competitors for National Health Investors, Inc. (NHI)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $76.55 | $3.71B | 25.35 | 12.93% | 37.56% | 9.72% | 4.71% | |
| $48.17 | $14.35B | 24.83 | 13.95% | 51.02% | 11.85% | — | |
| $19.68 | $4.96B | 30.75 | 10.15% | 19.21% | 5.6% | — | |
| $38.85 | $1.99B | 15.42 | 25.26% | 39.08% | 10.9% | — | |
| $40.90 | $9.66B | 26.05 | 108.79% | 71.55% | 8.63% | — | |
| $35.74 | $94.26M | 115.29 | 7.08% | -8.18% | -2.31% | — |
National Health Investors, Inc. (NHI) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
National Health Investors, Inc. (NHI) SEC filings — annual & quarterly reports (10-K, 10-Q)
May 4, 2026·SEC
May 4, 2026·SEC
May 4, 2026·SEC
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National Health Investors, Inc. (NHI) stock FAQ — growth, dividends, profitability & financials explained
National Health Investors, Inc. (NHI) reported $402.9M in revenue for fiscal year 2025. This represents a 305% increase from $99.4M in 1996.
National Health Investors, Inc. (NHI) grew revenue by 12.9% over the past year. This is steady growth.
Yes, National Health Investors, Inc. (NHI) is profitable, generating $148.1M in net income for fiscal year 2025 (37.6% net margin).
Yes, National Health Investors, Inc. (NHI) pays a dividend with a yield of 4.71%. This makes it attractive for income-focused investors.
National Health Investors, Inc. (NHI) has a return on equity (ROE) of 9.7%. This is below average, suggesting room for improvement.
National Health Investors, Inc. (NHI) generated Funds From Operations (FFO) of $235.0M in the trailing twelve months. FFO is the primary profitability metric for REITs.
National Health Investors, Inc. (NHI) offers a 4.71% dividend yield, which is attractive for income investors. REITs are required to distribute at least 90% of taxable income to shareholders.
