National Health Investors

NHI

Market cap $3.52B

U.S. equity markets tumbled in a sudden jolt of volatility as investors - already flying blind on key data - reacted to a surprise, massive tariff announcement on Chinese imports. The White House announced a 100% added tariff on all Chinese imports beginning next month - up from 30% currently - as retaliation to new export controls on rare minerals. The CBOE Volatility Index surged to the highest levels since mid-May in a sudden onset of angst following several months of relatively tranquil market conditions.

MURFREESBORO, TN / ACCESS Newswire / October 9, 2025 / National Health Investors, Inc. (NYSE:NHI) announced details for the release of its results for the third quarter ended September 30, 2025. NHI plans to issue its earnings release after the market closes on Thursday, November 6, 2025, and will host a conference call on the following day, Friday, November 7, 2025, at 10:00 a.m.

MURFREESBORO, TN / ACCESS Newswire / October 2, 2025 / National Health Investors, Inc. (NYSE:NHI) announced today that it has invested $74.3 million, including transaction costs, for the acquisition of four properties with 344 units in Oklahoma and Oregon. The properties and healthcare operations will be included in NHI's Senior Housing Operating Portfolio ("SHOP") segment and will continue to be managed by Compass Senior Living which is an existing relationship for NHI.

U.S. equity markets snapped a four-week winning streak, while benchmark interest rates rose as investors parsed a surprisingly strong slate of economic data, including a two-year high for GDP growth. The Citi Economic Surprise Index has completed a volatile round-trip this month, plunging in early September ahead of the Fed rate decision before rebounding sharply in recent weeks. The recent trend has echoed patterns during the prior Fed easing in late 2024, when mid-year weakness prompted a policy pivot that was subsequently cut short by a late-year economic rebound.

MURFREESBORO, TN / ACCESS Newswire / September 22, 2025 / National Health Investors, Inc. (NYSE:NHI) announced today that it priced an offering of $350 million aggregate principal amount of 5.350% Senior Notes due 2033 (the "Notes"). The Notes will be issued at 98.903% of par value with a coupon of 5.350%.

National Health Investors offers similar senior housing growth as Welltower but trades at less than half the valuation multiple. Senior housing fundamentals are strong, driven by demographic trends, low new supply, and recovering occupancy, supporting robust long-term growth. WELL is substantially overvalued, trading at 38x AFFO and 198% of NAV, while NHI trades at just 16x AFFO with comparable underlying growth.

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National Health Investors offers attractive growth and income, with robust SHOP margins, improving rent coverage, and accelerating portfolio transitions fueling FFO and NOI expansion. NHI's strong balance sheet, conservative leverage, and well-covered 4.8% dividend support NHI's investment case, with management guiding for 8% FFO growth this year. NHI offers income and growth at a reasonable price for investors seeking value outside of the tech sector.

National Health Investors, Inc. (NYSE:NHI ) Q2 2025 Earnings Conference Call August 7, 2025 10:00 AM ET Company Participants D. Eric Mendelsohn - President, CEO & Director Dana Rolfson Hambly - Vice President of Finance & Investor Relations John L.