National Health Investors (NYSE:NHI) Price Target Lowered to $84.00 at Wells Fargo & Company

National Health Investors (NYSE:NHI) had its target price reduced by Wells Fargo & Company from $86.00 to $84.00 in a research report report published on Wednesday morning,Benzinga reports. Wells Fargo & Company currently has an equal weight rating on the real estate investment trust’s stock.

Other equities analysts have also issued reports about the stock. Truist Financial lowered 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 report on Wednesday. National Bank Financial set a $85.00 target price on shares of National Health Investors in a report on Tuesday, January 20th. Cantor Fitzgerald reissued an “overweight” rating and set a $94.00 price target on shares of National Health Investors in a research report on Wednesday. Deutsche Bank Aktiengesellschaft downgraded shares of National Health Investors from a “buy” rating to a “hold” rating and set a $85.00 price target for the company. in a research report on Tuesday, January 20th. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of National Health Investors in a research report on Friday, March 27th. One analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $87.50.

National Health Investors Price Performance

NHI stock opened at $76.43 on Wednesday. The firm has a 50 day moving average price of $85.29 and a 200-day moving average price of $80.41. National Health Investors has a 52-week low of $68.80 and a 52-week high of $91.38. The firm has a market capitalization of $3.70 billion, a price-to-earnings ratio of 25.31, a PEG ratio of 4.54 and a beta of 0.63. The company has a debt-to-equity ratio of 0.76, a quick ratio of 6.90 and a current ratio of 6.90.

National Health Investors (NYSE:NHI) last released its earnings results on Thursday, February 26th. The real estate investment trust reported $1.22 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.23 by ($0.01). National Health Investors had a net margin of 37.81% and a return on equity of 9.56%. The business had revenue of $105.82 million for the quarter, compared to analysts’ expectations of $95.12 million. During the same quarter in the previous year, the business posted $1.24 earnings per share. National Health Investors’s revenue for the quarter was up 6.8% on a year-over-year basis. National Health Investors has set its FY 2026 guidance at 4.940-4.990 EPS. Equities research analysts forecast that National Health Investors will post 5.02 EPS for the current fiscal year.

National Health Investors Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, May 1st. Investors of record on Tuesday, March 31st will be given a dividend of $0.92 per share. The ex-dividend date of this dividend is Tuesday, March 31st. This represents a $3.68 annualized dividend and a dividend yield of 4.8%. National Health Investors’s dividend payout ratio (DPR) is 121.85%.

Institutional Investors Weigh In On National Health Investors

Several institutional investors and hedge funds have recently made changes to their positions in the company. Pictet Asset Management Holding SA increased its position in shares of National Health Investors by 9.7% during the first quarter. Pictet Asset Management Holding SA now owns 7,331 shares of the real estate investment trust’s stock valued at $593,000 after acquiring an additional 651 shares in the last quarter. SG Americas Securities LLC grew its position in National Health Investors by 818.3% in the 1st quarter. SG Americas Securities LLC now owns 110,587 shares of the real estate investment trust’s stock worth $8,942,000 after purchasing an additional 98,545 shares during the period. Hsbc Holdings PLC grew its position in National Health Investors by 20.7% in the 4th quarter. Hsbc Holdings PLC now owns 75,426 shares of the real estate investment trust’s stock worth $5,760,000 after purchasing an additional 12,947 shares during the period. Rockefeller Capital Management L.P. grew its position in National Health Investors by 80.6% in the 4th quarter. Rockefeller Capital Management L.P. now owns 1,022 shares of the real estate investment trust’s stock worth $78,000 after purchasing an additional 456 shares during the period. Finally, Mercer Global Advisors Inc. ADV bought a new stake in National Health Investors in the 4th quarter worth approximately $352,000. Institutional investors own 62.51% of the company’s stock.

National Health Investors News Roundup

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

• Positive Sentiment: Announced sale of a 35?property portfolio (32 skilled nursing + 3 independent living) to National HealthCare Corporation for $560.0M; company says the deal strengthens the balance sheet and accelerates capital recycling into private?pay senior housing (expected close July 1, 2026; $6–8M of transaction costs). This is a material portfolio disposition that should increase liquidity and free up capital for higher?growth / higher?margin investments. NHI Announces Sale of NHC Portfolio for $560 Million
• Positive Sentiment: Cantor Fitzgerald reaffirmed its “overweight” rating and kept a $94 price target, implying meaningful upside from current levels — a vote of confidence from a sell?side firm that may support the stock once the market digests the transaction. Cantor Fitzgerald Reaffirmation
• Neutral Sentiment: Blueprint Healthcare Real Estate Advisors is advising NHI on the transaction — a standard advisory engagement that signals the company is using specialized advisors for execution but does not change the deal economics itself. Blueprint Advisor Announcement
• Neutral Sentiment: Truist trimmed its price target from $92 to $89 but maintained a “buy” rating — modestly lower upside expectations but still constructive on the name. Truist Price Target Change
• Negative Sentiment: Wells Fargo cut its price target to $84 and moved to “equal weight,” reducing near?term analyst support and likely contributing to selling pressure. The lower rating signals less conviction from at least one institutional investor group. Wells Fargo Price Target Cut

About National Health Investors

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.