NHI NATIONAL HEALTH INVESTORS INC

NEUTRAL Impact: 3/10 8-K
Horizon immediate Filed May 4, 2026 Processed 1mo ago SEC 0000877860-26-000137
8-K context-dependent: Items 7.01
Latest settled — T+20d ⚠ clustered
NHI ▼ -2.71% at T+20d
NEUTRAL call ✗ call lost -2.71% · α vs SPY -7.66% · entry $73.09 → $71.11
Next anchor: T+60d in 7w
Currently $72.10 · -1.35% from $73.09 entry
Entry anchored
May 4, 2026
via day open
T+1d
+1.11%
call +1.11% · α -0.28%
$73.90
settled 6w ago
T+5d
+1.83%
call +1.83% · α -0.15%
$74.43
settled 5w ago
T+20d
-2.71%
call -2.71% · α -7.66%
$71.11
settled 11d ago
T+60d
call — · α —
in 7w

Price Chart

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Executive Summary

National Health Investors filed its Q1 2026 supplemental, reporting annualized adjusted NOI of $322.3M and annualized cash lease revenue of $267.3M. The filing is a routine operational update with no material surprises.

Actionable Insight

No immediate trading action warranted. Monitor future filings for any changes in guidance or material events.

Key Facts

  • Annualized adjusted NOI of $322.3 million as of March 31, 2026
  • Annualized cash lease revenue of $267.3 million
  • Real Estate Investments segment Q1 2026 adjusted NOI of $75.2 million, annualized $286.8 million
  • SHOP segment data included but detailed numbers not fully extracted from images

Financial Impact

No material financial surprise; routine operational update

Market Snapshot

Exchange
NYSE
Sector
Real Estate Investment Trusts
Analyst Consensus
67% bullish (12 analysts)

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0000877860-26-000137
Document: nhi-20260504.htm0000877860-26-000137
Document: 0000877860-26-000137-index-headers.html0000877860-26-000137
Document: 0000877860-26-000137-index.html0000877860-26-000137
Document: 0000877860-26-000137.txt0000877860-26-000137
4 reports for NHI
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for NHI — sortable, filterable
Type Now
May 4, 2026
5w ago
8-K
NEUTRAL ★ 2/10
$73.09 $71.11▼ −2.71%▼ −7.66%$72.10 (−1.35%)
May 4, 2026
5w ago
8-K
NEUTRAL ★ 3/10
$73.09 $71.11▼ −2.71%▼ −7.66%$72.10 (−1.35%)
Apr 21, 2026
7w ago
8-K
BULLISH ★ 7/10
$76.52 $76.69▲ +0.22%▼ −2.94%$72.10 (−5.78%)
Apr 3, 2026
10w ago
DEFA14A
NEUTRAL ★ 2/10
$83.01 $75.71▼ −8.79%▼ −17.78%$72.10 (−13.14%)
Showing 4 of 4

US Market Status

Market Closed — Opens Mon (49h 28m)

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