National Health Investors' Position According to Analysts
Analyst Ratings Overview: National Health Investors (NHI) received mixed ratings from analysts over the last quarter, with one bullish, one somewhat bullish, and two indifferent ratings. The average price target is $79.5, reflecting a 4.15% increase from previous estimates.
Recent Analyst Actions: Analysts have adjusted their ratings and price targets for NHI, with notable actions including upgrades to 'Equal-Weight' and 'Buy' by Wells Fargo and Truist Securities, respectively.
Financial Performance Metrics: NHI has shown strong financial health with a net margin of 40.74%, an ROE of 2.54%, and an ROA of 1.35%. However, its revenue growth rate of 6.7% lags behind industry peers.
Company Profile: National Health Investors operates as a REIT focusing on housing and medical facilities, generating revenue through real estate investments and senior housing operations, while maintaining a conservative debt-to-equity ratio of 0.76.
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National Health Investors Acquires Nine Properties for $105.5M
- Acquisition Scale: National Health Investors (NHI) has invested $105.5 million to acquire nine properties across Kentucky, South Carolina, and Tennessee, encompassing 460 units, demonstrating its commitment to expanding in the senior housing market.
- Follow-up Investment Plans: NHI expects to invest an additional $3.3 million in the first year post-acquisition to enhance operational efficiency and service quality, thereby strengthening its position in a competitive market.
- Yield Expectations: The properties are projected to generate an initial NOI yield of approximately 8.0%, decreasing to 7.6% after routine capital expenditures, which will provide robust support for NHI's financial performance.
- Future Investment Pipeline: NHI is evaluating an incremental investment pipeline of around $250 million focused on senior housing, further solidifying its leadership in the market and positioning itself to capitalize on the upcoming senior housing supercycle.
National Health Investors Announces Q4 2025 Earnings Release Schedule
- Earnings Release Schedule: National Health Investors plans to release its Q4 2025 earnings after market close on February 26, 2026, which is expected to provide investors with crucial financial data to assess company performance.
- Conference Call Details: The company will host a conference call on February 27, 2026, at 10:00 a.m. ET, where investors can dial (888) 506-0062 with access code 947899 for interactive discussions, enhancing transparency.
- Live Broadcast and Replay: The conference call will be available live on the company’s website and a dedicated web platform, with a replay accessible for one year post-call, ensuring investors can obtain information at their convenience and improving information accessibility.
- Company Background: Established in 1991, National Health Investors specializes in investments in medical facilities and senior housing, covering independent living, assisted living, and memory care, showcasing its expertise and market position in the real estate investment trust sector.
National Health Investors (NHI) Pursues Acquisition: Reasons for the Upgrade
Zacks Rank Upgrade: National Health Investors (NHI) has been upgraded to a Zacks Rank #2 (Buy), indicating a positive earnings outlook that could lead to an increase in stock price.
Earnings Estimate Revisions: The Zacks Consensus Estimate for NHI has risen by 1.9% over the past three months, reflecting analysts' growing confidence in the company's earnings potential.
Investment Strategy: The Zacks Rank system, which categorizes stocks based on earnings estimate revisions, has a strong track record, with top-rated stocks historically generating significant returns.
Market Positioning: NHI's upgrade places it in the top 20% of Zacks-covered stocks, suggesting it is well-positioned for potential market-beating returns in the near term.
The S&P 500 Becomes an AI-Focused Index: Stocks to Diversify Your Portfolio Against Potential Setbacks
Investor Caution on AI Stocks: With high valuations in AI stocks, investors are advised to diversify their portfolios, as the S&P 500 is heavily influenced by tech and AI-related companies. Trivariate Research's Adam Parker suggests that the current market conditions resemble a "rational bubble," with potential risks for investors.
Stock Performance and Recommendations: Parker recommends looking for stocks with low correlation to AI semiconductors that have shown at least a 10% increase over the last six months, are of high quality, and have lower volatility. Notable companies like Walmart and Netflix are highlighted for their performance and strategic use of AI, while Welltower is expected to benefit from the aging population in the senior housing sector.
National Health Investors (NHI) Stock Falls Below 200-Day Moving Average
NHI Stock Performance: NHI's stock has a 52-week low of $65.13 and a high of $82.32, with the last trade recorded at $72.22.
Dividend Stocks Update: The article mentions that there are 9 other dividend stocks that have recently fallen below their 200-day moving average.
Explore the Details: DIVB Shows Potential for 10% Growth
ETF Analyst Target Price: The iShares Core Dividend ETF (DIVB) has an implied analyst target price of $57.34 per unit, indicating a potential upside of 9.58% from its recent trading price of $52.33.
Notable Holdings with Upside: Key underlying holdings of DIVB, such as National Health Investors (NHI), Conagra Brands (CAG), and Tanger Inc (SKT), show significant upside potential based on analyst target prices, with expected increases of 11.94%, 9.74%, and 9.69% respectively.
National Health Investors Acquires Nine Properties for $105.5M
- Acquisition Scale: National Health Investors (NHI) has invested $105.5 million to acquire nine properties across Kentucky, South Carolina, and Tennessee, encompassing 460 units, demonstrating its commitment to expanding in the senior housing market.
- Follow-up Investment Plans: NHI expects to invest an additional $3.3 million in the first year post-acquisition to enhance operational efficiency and service quality, thereby strengthening its position in a competitive market.
- Yield Expectations: The properties are projected to generate an initial NOI yield of approximately 8.0%, decreasing to 7.6% after routine capital expenditures, which will provide robust support for NHI's financial performance.
- Future Investment Pipeline: NHI is evaluating an incremental investment pipeline of around $250 million focused on senior housing, further solidifying its leadership in the market and positioning itself to capitalize on the upcoming senior housing supercycle.
National Health Investors Announces Q4 2025 Earnings Release Schedule
- Earnings Release Schedule: National Health Investors plans to release its Q4 2025 earnings after market close on February 26, 2026, which is expected to provide investors with crucial financial data to assess company performance.
- Conference Call Details: The company will host a conference call on February 27, 2026, at 10:00 a.m. ET, where investors can dial (888) 506-0062 with access code 947899 for interactive discussions, enhancing transparency.
- Live Broadcast and Replay: The conference call will be available live on the company’s website and a dedicated web platform, with a replay accessible for one year post-call, ensuring investors can obtain information at their convenience and improving information accessibility.
- Company Background: Established in 1991, National Health Investors specializes in investments in medical facilities and senior housing, covering independent living, assisted living, and memory care, showcasing its expertise and market position in the real estate investment trust sector.
National Health Investors (NHI) Pursues Acquisition: Reasons for the Upgrade
Zacks Rank Upgrade: National Health Investors (NHI) has been upgraded to a Zacks Rank #2 (Buy), indicating a positive earnings outlook that could lead to an increase in stock price.
Earnings Estimate Revisions: The Zacks Consensus Estimate for NHI has risen by 1.9% over the past three months, reflecting analysts' growing confidence in the company's earnings potential.
Investment Strategy: The Zacks Rank system, which categorizes stocks based on earnings estimate revisions, has a strong track record, with top-rated stocks historically generating significant returns.
Market Positioning: NHI's upgrade places it in the top 20% of Zacks-covered stocks, suggesting it is well-positioned for potential market-beating returns in the near term.
The S&P 500 Becomes an AI-Focused Index: Stocks to Diversify Your Portfolio Against Potential Setbacks
Investor Caution on AI Stocks: With high valuations in AI stocks, investors are advised to diversify their portfolios, as the S&P 500 is heavily influenced by tech and AI-related companies. Trivariate Research's Adam Parker suggests that the current market conditions resemble a "rational bubble," with potential risks for investors.
Stock Performance and Recommendations: Parker recommends looking for stocks with low correlation to AI semiconductors that have shown at least a 10% increase over the last six months, are of high quality, and have lower volatility. Notable companies like Walmart and Netflix are highlighted for their performance and strategic use of AI, while Welltower is expected to benefit from the aging population in the senior housing sector.
National Health Investors (NHI) Stock Falls Below 200-Day Moving Average
NHI Stock Performance: NHI's stock has a 52-week low of $65.13 and a high of $82.32, with the last trade recorded at $72.22.
Dividend Stocks Update: The article mentions that there are 9 other dividend stocks that have recently fallen below their 200-day moving average.
Explore the Details: DIVB Shows Potential for 10% Growth
ETF Analyst Target Price: The iShares Core Dividend ETF (DIVB) has an implied analyst target price of $57.34 per unit, indicating a potential upside of 9.58% from its recent trading price of $52.33.
Notable Holdings with Upside: Key underlying holdings of DIVB, such as National Health Investors (NHI), Conagra Brands (CAG), and Tanger Inc (SKT), show significant upside potential based on analyst target prices, with expected increases of 11.94%, 9.74%, and 9.69% respectively.
