National Health Investors
About: National Health Investors Inc is a housing and medical facility REIT. The company operates through two reportable segments, i.e., Real Estate Investments and Senior Housing Operating Portfolio (SHOP). The Real Estate Investments segment, which generates maximum revenue, consists of real estate investments and leases, mortgages, and other notes receivables in independent living facilities, assisted living facilities, entrance fee communities, senior living campuses, skilled nursing facilities, and a hospital. The SHOP segment is comprised of two ventures that own the operations of independent living facilities. The company's revenues are derived in the form of rental income, mortgage and other notes receivable interest income, and resident fees and services.
Employees: 30
0
Funds holding %
of 7,312 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
32% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 31
6% more capital invested
Capital invested by funds: $2.16B [Q4 2024] → $2.29B (+$132M) [Q1 2025]
2% more funds holding
Funds holding: 275 [Q4 2024] → 280 (+5) [Q1 2025]
5% more repeat investments, than reductions
Existing positions increased: 102 | Existing positions reduced: 97
0% more funds holding in top 10
Funds holding in top 10: 1 [Q4 2024] → 1 (+0) [Q1 2025]
0.42% less ownership
Funds ownership: 68.32% [Q4 2024] → 67.89% (-0.42%) [Q1 2025]
14% less call options, than puts
Call options by funds: $1.08M | Put options by funds: $1.26M
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$77
8%
upside
Avg. target
$79
10%
upside
High target
$80
12%
upside
2 analyst ratings
1 positive
50%
1 neutral
50%
0 negative
0%
Keybanc Craig Mailman | 12%upside $80 | Overweight Upgraded | 10 Jul 2025 |
Truist Securities Michael Lewis | 8%upside $77 | Hold Maintained | 9 Jun 2025 |
Financial journalist opinion
Based on 3 articles about NHI published over the past 30 days
Neutral
Zacks Investment Research
1 week ago
STRW or NHI: Which Is the Better Value Stock Right Now?
Investors with an interest in REIT and Equity Trust - Other stocks have likely encountered both Strawberry Fields REIT, Inc. (STRW) and National Health Investors (NHI). But which of these two stocks offers value investors a better bang for their buck right now?
Negative
Seeking Alpha
1 week ago
NAV Monitor: U.S. Equity REITs Trade At Higher Discount To NAV In June
Publicly listed US equity REITs ended June at a median 19.1% discount to their consensus NAV per share estimates, according to S&P Global Market Intelligence data. The hotel sector traded at the largest median discount to NAV at 35.5%, down from a 35.7% median discount to NAV as of May 30. Healthcare REITs continued to trade at the highest median premium, 19.3%, which is about 1.4 percentage points down from the 20.6% median premium to NAV as of May 30.
Neutral
Business Wire
3 weeks ago
Land & Buildings Details Why National Healthcare Corp. Could Lose Big as Lease Negotiation with National Health Investors Progresses
STAMFORD, Conn.--(BUSINESS WIRE)--Today, Land & Buildings Investment Management, LLC (together with its affiliates, “Land & Buildings”) issued the following statement: “National Healthcare Corporation's (NYSE American: NHC) egregiously one-sided lease with National Health Investors (NYSE: NHI) expires year-end 2026. This master lease was originally signed in 1991 and includes 28 skilled nursing facilities, five assisted living centers, and three independent living centers. NHC has enjoy.
Neutral
Accesswire
1 month ago
NHI Issues Investor Update
MURFREESBORO, TN / ACCESS Newswire / June 2, 2025 / National Health Investors, Inc. (NYSE:NHI) has issued the following investor presentation which can be found at: https://investors.nhireit.com/News/presentations-and-webcasts/default.aspx The presentation updates NHI's investment pipeline to approximately $331.4 million that includes $126.7 million in signed LOI's of which approximately $71 million represents a SHOP investment. About NHI Incorporated in 1991, National Health Investors, Inc. (NYSE: NHI) is a real estate investment trust specializing in sale, leasebacks, joint-ventures, senior housing operating partnerships, and mortgage and mezzanine financing of need-driven and discretionary senior housing and medical investments.
Neutral
Business Wire
1 month ago
Land & Buildings Comments on Preliminary Results of National Health Investors Annual Meeting
STAMFORD, Conn.--(BUSINESS WIRE)--Land & Buildings Investment Management, LLC (together with its affiliates, “Land & Buildings”), a significant stockholder of National Health Investors, Inc. (NYSE: NHI) (“NHI” or the “Company”), issued the following statement in connection with the Company's 2025 Annual Meeting of Stockholders (the “2025 Annual Meeting”). “We want to thank our fellow stockholders and the leading proxy advisory firms for their support and dialogue throughout this campaig.
Neutral
Accesswire
1 month ago
NHI Stockholders Elect All Four of NHI's Director Nominees at the 2025 Annual Meeting
MURFREESBORO, TN / ACCESS Newswire / May 22, 2025 / National Health Investors, Inc. (NYSE:NHI) ("NHI" or "the Company") announced that, based on preliminary vote results provided by the independent Inspector of Elections following the Company's 2025 Annual Meeting of Stockholders, NHI's stockholders have voted to elect all four of the Company's director nominees - Robert G. Adams, Robert W.
Positive
Seeking Alpha
1 month ago
National Health Investors: Why I'm Bullish On This Durable Income Stock
NHI offers a well-covered 4.8% dividend yield, robust FAD growth, and a conservative balance sheet, supporting durable income for investors. Its transition to the SHOP model is unlocking NOI upside, with 12-15% targeted SHOP NOI growth and strong occupancy recovery driving future FFO expansion. While SHOP introduces some operational risk, NHI's strategic execution and solid tenant rent coverage make it a compelling buy for income-focused investors.
Neutral
Accesswire
1 month ago
NHI Responds to ISS Recommendation
Urges Shareholders to Vote FOR NHI's Director Nominees on the WHITE Proxy Card Strongly Disagrees with ISS' Recommendation; Believes that it Would Put at Risk Company's Superior Shareholder Returns MURFREESBORO, TN / ACCESS Newswire / May 13, 2025 / National Health Investors, Inc. (NYSE:NHI) ("NHI" or "the Company") issued the following statement regarding a May 12, 2025 report by proxy advisory firm Institutional Shareholder Services ("ISS"): We strongly disagree with ISS' recommendation which we believe would disrupt the momentum that NHI, under the guidance of our Board, has created to capitalize on the significant growth opportunity in the senior housing industry and that has resulted in outperformance by NHI compared to our relevant peer group. Robert G. Adams and James R.
Neutral
Business Wire
1 month ago
Leading Independent Proxy Advisory Firm ISS Recommends National Health Investors Stockholders Vote FOR Both of Land & Buildings' Director Nominees
STAMFORD, Conn.--(BUSINESS WIRE)--Today, Land & Buildings Investment Management, LLC (together with its affiliates, “Land & Buildings”), a significant stockholder of National Health Investors, Inc. (NYSE: NHI) (“NHI” or the “Company”), announced that a leading independent proxy advisory firm, Institutional Shareholder Services Inc. (“ISS”), has joined Glass, Lewis & Co., LLC (“Glass Lewis”) in recommending that stockholders vote “FOR” the election of Land & Buildings' independen.
Neutral
Business Wire
2 months ago
Independent Proxy Advisory Firm Glass Lewis Recommends National Health Investors Stockholders Vote FOR Both of Land & Buildings' Director Nominees
STAMFORD, Conn.--(BUSINESS WIRE)--Today, Land & Buildings Investment Management, LLC (together with its affiliates, “Land & Buildings”), a significant stockholder of National Health Investors, Inc. (NYSE: NHI) (“NHI” or the “Company”), announced that independent proxy advisory firm Glass, Lewis & Co., LLC (“Glass Lewis”) has recommended that stockholders vote “FOR” the election of Land & Buildings' independent nominees – Jim Hoffmann and Adam Troso – to the Company's Board of Di.
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