National Health Investors

NHI

Market cap $3.79B

National Health Investors (NHI) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

National Health Investors, Inc. is rated a Buy for income-focused investors seeking exposure to senior housing REITs. NHI boasts a 4.7% dividend yield, strong Q3 results, conservative debt management, and over $1 billion in liquidity supporting dividend safety and growth. NHI's total return has outperformed the real estate sector over the past decade, with demographic trends and raised guidance pointing to continued growth.

REITs are attractive now as inflation stabilizes and interest rates are expected to fall, boosting sector appeal and yield spreads. A rigorous screen identifies 37 equity REITs yielding 4.75%-plus and at least 20% undervalued. The list is then narrowed by forward revenue growth, dividend safety, and balance sheet quality to identify 13 Buried Treasures.

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?

The market has flipped from greed to extreme fear within a month, as investors flee for safety over AI bubble fears, labor market woes, and the ongoing government shutdown. The S&P 500 reached extreme historical valuation levels when compared to both 5-year and 10-year averages. Recent volatility indicates a market rotation could be underway. REITs offer a potential stable source of income for investors when markets are volatile. REITs are required by law to disburse high dividends and are backed by tangible, inflation-resistant assets.

National Health Investors, Inc. ( NHI ) Q3 2025 Earnings Call November 7, 2025 10:00 AM EST Company Participants Dana Hambly - Vice President of Finance & Investor Relations D. Mendelsohn - President, CEO & Director Kevin Pascoe - Executive VP of Investments & Chief Investment Officer John Spaid - Executive VP of Finance, CFO & Treasurer Conference Call Participants Juan Sanabria - BMO Capital Markets Equity Research Austin Wurschmidt - KeyBanc Capital Markets Inc., Research Division Farrell Granath - BofA Securities, Research Division Richard Anderson - Cantor Fitzgerald & Co., Research Division Omotayo Okusanya - Deutsche Bank AG, Research Division Presentation Operator Greetings, and welcome to the NHI's Third Quarter 2025 Earnings Webcast and Conference Call.

National Health Investors (NHI) came out with quarterly funds from operations (FFO) of $1.32 per share, beating the Zacks Consensus Estimate of $1.24 per share. This compares to FFO of $1.03 per share a year ago.

MURFREESBORO, TN / ACCESS Newswire / November 6, 2025 / National Health Investors, Inc. (NYSE:NHI) announced today that it will pay its fourth quarter dividend of $0.92 per common share on January 30, 2026, to stockholders of record as of December 31, 2025. About NHI National Health Investors, Inc. (NYSE: NHI), established in 1991, is a self-managed real estate investment trust specializing in sale-leaseback, joint venture, mortgage and mezzanine financing of need-driven and discretionary senior housing and medical facility investments.

MURFREESBORO, TN / ACCESS Newswire / November 6, 2025 / National Health Investors, Inc. (NYSE:NHI) has issued the following investor update which can be found at: https://investors.nhireit.com/News/presentations-and-webcasts/default.aspx About NHI National Health Investors, Inc. (NYSE: NHI), established in 1991, is a self-managed real estate investment trust specializing in sale-leaseback, joint venture, mortgage and mezzanine financing of need-driven and discretionary senior housing and medical facility investments. NHI's portfolio consists of independent living facilities, assisted living and memory care communities, entrance-fee retirement communities, senior living campuses, skilled nursing facilities and specialty hospitals.

MURFREESBORO, TN / ACCESS Newswire / November 6, 2025 / National Health Investors, Inc. (NYSE:NHI) announced today its results for the three and nine months ended September 30, 2025. CEO Comments "NHI had another strong quarter highlighted by the transition of seven properties to our SHOP portfolio that resulted in consolidated SHOP NOI year-over-year growth of approximately 63%," said Eric Mendelsohn, NHI's President and CEO.