National Health Investors (NYSE:NHI) Posts Earnings Results, Beats Estimates By $10.29 EPS

National Health Investors (NYSE:NHI) issued its quarterly earnings results on Monday. The real estate investment trust reported $11.47 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.18 by $10.29, FiscalAI reports. The firm had revenue of $113.48 million for the quarter, compared to analysts’ expectations of $68.53 million. National Health Investors had a return on equity of 10.89% and a net margin of 38.56%.

National Health Investors Price Performance

Shares of NYSE NHI opened at $71.49 on Tuesday. The company has a debt-to-equity ratio of 0.81, a quick ratio of 6.78 and a current ratio of 6.78. National Health Investors has a one year low of $63.51 and a one year high of $91.38. The firm has a market capitalization of $3.51 billion, a P/E ratio of 20.66, a PEG ratio of 4.54 and a beta of 0.51. The company’s fifty day moving average is $67.80 and its two-hundred day moving average is $76.13.

National Health Investors Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, January 29th. Shareholders of record on Thursday, December 31st will be given a dividend of $0.92 per share. This represents a $3.68 annualized dividend and a dividend yield of 5.1%. The ex-dividend date is Thursday, December 31st. National Health Investors’s payout ratio is presently 108.67%.

National Health Investors News Summary

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

• Positive Sentiment: NHI reported third-quarter EPS of $11.47 and revenue of $113.5 million, above consensus estimates of $1.18 and $68.5 million, respectively. The unusually large EPS beat contrasts with the weaker FFO result below. NHI Announces Third Quarter 2026 Results
• Positive Sentiment: The REIT declared a quarterly dividend of $0.92 per share, equivalent to $3.68 annually and a reported yield of 5.1%. One separate headline cited $0.94, so reports differ on the amount. National Health Investors declares dividend
• Negative Sentiment: FY 2026 EPS guidance is $4.68–$4.70, below the $4.76 analyst consensus, signaling a slightly weaker outlook than expected. 2026 earnings guidance
• Negative Sentiment: Quarterly FFO was $1.12 per share, missing the $1.17 consensus and down from $1.32 a year earlier. FFO is an important operating measure for REITs, tempering the strong reported EPS and revenue figures. NHI misses Q3 FFO estimates

Wall Street Analyst Weigh In

A number of research firms have weighed in on NHI. Zacks Research raised National Health Investors from a “strong sell” rating to a “hold” rating in a research report on Tuesday, September 29th. Wells Fargo & Company cut their price target on National Health Investors from $78.00 to $68.00 and set an “equal weight” rating for the company in a research note on Monday, October 19th. Truist Financial decreased their price target on National Health Investors from $81.00 to $80.00 and set a “buy” rating for the company in a report on Wednesday, September 2nd. BMO Capital Markets reiterated an “outperform” rating on shares of National Health Investors in a research report on Wednesday, September 23rd. Finally, Weiss Ratings downgraded shares of National Health Investors from a “buy (b-)” rating to a “hold (c+)” rating in a report on Friday, September 25th. Five equities research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $81.00.

About National Health Investors

National Health Investors, Inc (NYSE: NHI) is a real estate investment trust that owns and finances properties used for senior housing and health care. Founded in 1991, the company is headquartered in Murfreesboro, Tennessee.

NHI’s portfolio includes senior housing communities, such as independent living, assisted living and memory care properties, as well as skilled nursing facilities. It typically works with health care operators through property leases and mortgage loans.

The company serves markets across the United States.