NHI
NATIONAL HEALTH INVESTORS INC
$72.10
+0.19%
$3.5B
No data for this timeframe.
Vol
Market Cap$3.5B
Cap SizeMid Cap
Analyst ConsensusBuy (67%)
Inst. Holders50 funds
Inst. Value$1.8B
Inst. Activity8 buys / 11 sells
Insider Activity1B / 0S
Insider Net $$103.3K
Reddit Sentiment80° Bullish
SEC Reports4
Congressional1 trades
Recent Activity
Jun 5, 2026
Insider
Mendelsohn D. Eric bought 1,500 shares
CEO and President @ $68.84 ($103.3K)
Jun 5, 2026
Insider
Jobe James R gifted 225 shares
Director
May 27, 2026
Event
HSR Early Termination: National HealthCare Corporation; National Health Investors, Inc.
The FTC granted early termination of the HSR Act waiting period for a transaction involving National
May 5, 2026
Insider
Travis David L surrendered for taxes 282 shares
SVP/Chief Accounting Officer @ $73.09 ($20.6K)
May 4, 2026
SEC
NHI filed an 8-K furnishing an investor presentation and press release regarding a business update. No specific financia
8-K — Impact 2/10
May 4, 2026
SEC
National Health Investors filed its Q1 2026 supplemental, reporting annualized adjusted NOI of $322.3M and annualized ca
8-K — Impact 3/10
Apr 21, 2026
SEC
National Health Investors, Inc. (NHI) has agreed to sell 35 skilled nursing and independent living facilities to NHCOP,
8-K — Impact 7/10
Inst.
MORGAN STANLEY — ADD
379,886 shares ($30.7M)
Price Targets
$84.75
+17.5% upside
Buy
Current $72.10
Low $74.00
Median $86.50
High $91.00
8 analysts
$74.00
$91.00
Analyst Ratings
2Strong Buy
6Buy
4Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jun 12, 2026 | Truist Securities | MAINTAIN | Buy → Buy |
| Jun 1, 2026 | Wells Fargo | MAINTAIN | Equal-Weight → Equal-Weight |
| Apr 22, 2026 | Wells Fargo | MAINTAIN | Equal-Weight → Equal-Weight |
| Apr 22, 2026 | Cantor Fitzgerald | REITERATE | Overweight → Overweight |
| Apr 22, 2026 | Truist Securities | MAINTAIN | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.91 ▼ -1.7% | $0.91 — $0.91 | 16% YoY | 1 |
| Next Q | $0.93 ▲ +8.6% | $0.93 — $0.93 | 36% YoY | 1 |
| Current FY | $3.67 ▲ +1.5% | $3.67 — $3.67 | 25% YoY | 1 |
| Next FY | $3.55 ▼ -1.9% | $3.47 — $3.64 | -3% YoY | 2 |
Latest Reports
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BlackRock, Inc. | $388.7M | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $334.9M | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $168.6M | — |
| STATE STREET CORP | $161.4M | — |
| PRUDENTIAL FINANCIAL INC | $92.0M | ADD |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 5, 2026 | Mendelsohn D. | BUY | $103.3K |
| Jun 5, 2026 | Jobe James | G | $0.00 |
| May 5, 2026 | Travis David | F | $20.6K |
| May 5, 2026 | Mendelsohn D. | F | $28.8K |
| May 5, 2026 | Spaid John | F | $23.0K |
Reddit Sentiment
80°
Bullish
Bearish
Neutral
Bullish
Congressional Trades
1 members: 1 buys, 0 sells
| Member | Party | Type | Amount |
|---|---|---|---|
| Gilbert Cisneros | D | BUY | $1,001 - $15,000 |
50 institutional holders with $1.8B total value (22,326,398 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, VANGUARD. Net selling activity: 11 institutions trimmed/exited vs 8 added.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 4,806,857 | $388.7M | 21.5% | — |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 4,142,216 | $334.9M | 18.5% | — |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 2,084,620 | $168.6M | 9.3% | — |
| 4 | STATE STREET CORP | 1,974,390 | $161.4M | 8.9% | — |
| 5 | PRUDENTIAL FINANCIAL INC | 1,137,183 | $92.0M | 5.1% | ADD +36.3% |
| 6 | BANK OF AMERICA CORP /DE/ | 992,802 | $80.3M | 4.4% | — |
| 7 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 897,302 | $72.6M | 4.0% | — |
| 8 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 825,991 | $66.8M | 3.7% | — |
| 9 | DIMENSIONAL FUND ADVISORS LP | 686,249 | $55.5M | 3.1% | — |
| 10 | TWO SIGMA INVESTMENTS, LP | 420,074 | $34.0M | 1.9% | ADD +55.3% |
| 11 | MORGAN STANLEY | 379,886 | $30.7M | 1.7% | ADD +59.9% |
| 12 | VANGUARD FIDUCIARY TRUST CO | 311,743 | $25.2M | 1.4% | — |
| 13 | Freestone Grove Partners LP | 258,023 | $20.9M | 1.2% | NEW |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 254,389 | $20.6M | 1.1% | — |
| 15 | Legal & General Group Plc | 231,743 | $18.7M | 1.0% | — |
| 16 | GOLDMAN SACHS GROUP INC | 216,728 | $17.5M | 1.0% | — |
| 17 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 186,037 | $15.0M | 0.8% | — |
| 18 | DEUTSCHE BANK AG\ | 170,674 | $13.8M | 0.8% | ADD +35.5% |
| 19 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 160,000 | $12.9M | 0.7% | TRIM -38.5% |
| 20 | Daiwa Securities Group Inc. | 156,584 | $12.7M | 0.7% | ADD +53.2% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | ADD | 237,569 | 379,886 | +59.9% | $30.7M | 2026-Q1 |
| DEUTSCHE BANK AG\ | ADD | 125,980 | 170,674 | +35.5% | $13.8M | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | TRIM | 260,000 | 160,000 | -38.5% | $12.9M | 2026-Q1 |
| Daiwa Securities Group Inc. | ADD | 102,211 | 156,584 | +53.2% | $12.7M | 2026-Q1 |
| MARSHALL WACE, LLP | TRIM | 249,949 | 134,141 | -46.3% | $10.8M | 2026-Q1 |
| STRS OHIO | TRIM | 112,400 | 76,700 | -31.8% | $6.2M | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS | DOUBLED | 8,907 | 58,067 | +551.9% | $4.7M | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | DOUBLED | 11,091 | 50,202 | +352.6% | $4.1M | 2026-Q1 |
| MetLife Investment Management, LLC | NEAR_EXIT | 212,485 | 26,964 | -87.3% | $2.2M | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL | TRIM | 95,878 | 26,232 | -72.6% | $2.1M | 2026-Q1 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | DOUBLED | 3,091 | 8,791 | +184.4% | $710.8K | 2026-Q1 |
| Brevan Howard Capital Management LP | ADD | 6,177 | 8,190 | +32.6% | $662.2K | 2026-Q1 |
| M&T BANK CORP | NEAR_EXIT | 39,236 | 4,562 | -88.4% | $368.9K | 2026-Q1 |
| STIFEL FINANCIAL CORP | TRIM | 5,781 | 3,870 | -33.1% | $312.9K | 2026-Q1 |
| NISA INVESTMENT ADVISORS, LLC | TRIM | 5,736 | 3,578 | -37.6% | $294.4K | 2026-Q1 |
| Mirae Asset Global Investments Co., Ltd. | NEAR_EXIT | 5,753 | 980 | -83.0% | $79.2K | 2026-Q1 |
| HRT FINANCIAL LP | DOUBLED | 2,854 | 46,569 | +1531.7% | $3.8K | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. | EXIT | 131,772 | 0 | -100.0% | $0.00 | 2026-Q1 |
| NORGES BANK | EXIT | 724,125 | 0 | -100.0% | $0.00 | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC | ADD | 735,915 | 1,002,773 | +36.3% | $76.6M | 2025-Q4 |
| NORGES BANK | NEW | — | 724,125 | — | $55.3M | 2025-Q4 |
| Freestone Grove Partners LP | NEW | — | 286,355 | — | $21.9M | 2025-Q4 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | NEW | — | 260,000 | — | $19.9M | 2025-Q4 |
| BALYASNY ASSET MANAGEMENT L.P. | TRIM | 408,840 | 131,772 | -67.8% | $10.1M | 2025-Q4 |
| STRS OHIO | TRIM | 167,300 | 112,400 | -32.8% | $8.6M | 2025-Q4 |
12 unique insiders with 37 transactions. Net insider value: $103.3K ($103.3K bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 5, 2026 | Mendelsohn D. Eric | CEO and President | BUY | 1,500 | $68.84 | $103.3K |
| Jun 5, 2026 | Jobe James R | Director | GIFT | 225 | — | — |
| May 5, 2026 | Travis David L | SVP/Chief Accounting Officer | TAX W/H | 282 | $73.09 | $20.6K |
| May 5, 2026 | Mendelsohn D. Eric | CEO and President | TAX W/H | 394 | $73.09 | $28.8K |
| May 5, 2026 | Spaid John L | CFO/EVP Finance | TAX W/H | 314 | $73.09 | $23.0K |
| Mar 3, 2026 | Travis David L | SVP/Chief Accounting Officer | AWARD | 3,458 | — | — |
| Mar 3, 2026 | Chapin Robert | Director | AWARD | 1,268 | — | — |
| Mar 3, 2026 | Blankenship Elizabeth Jackson | SVP, Legal Affairs | AWARD | 2,420 | — | — |
| Mar 3, 2026 | Jobe James R | Director | AWARD | 1,268 | — | — |
| Mar 3, 2026 | COLDEN TRACY M J | Director | AWARD | 1,268 | — | — |
| Mar 3, 2026 | Spaid John L | CFO/EVP Finance | AWARD | 5,072 | — | — |
| Mar 3, 2026 | PASCOE KEVIN CARLTON | Chief Investment Officer | AWARD | 4,726 | — | — |
| Mar 3, 2026 | Donohue Lilly | Director | AWARD | 1,268 | — | — |
| Mar 3, 2026 | Todd Candice W | Director | AWARD | 1,268 | — | — |
| Mar 3, 2026 | MCCABE ROBERT A JR | Director | AWARD | 1,268 | — | — |
| Mar 3, 2026 | Spaid John L | CFO/EVP Finance | AWARD | 4,726 | — | — |
| Mar 3, 2026 | Spaid John L | CFO/EVP Finance | EXERCISE | 15,000 | — | — |
| Mar 3, 2026 | PASCOE KEVIN CARLTON | Chief Investment Officer | AWARD | 5,072 | — | — |
| Mar 3, 2026 | Mendelsohn D. Eric | CEO and President | AWARD | 14,409 | — | — |
| Feb 23, 2026 | Travis David L | SVP/Chief Accounting Officer | EXERCISE | 8,333 | $57.76 | $481.3K |
| Feb 23, 2026 | Spaid John L | CFO/EVP Finance | EXERCISE | 8,500 | $57.76 | $491.0K |
| Feb 23, 2026 | PASCOE KEVIN CARLTON | Chief Investment Officer | EXERCISE | 8,500 | $57.76 | $491.0K |
| Feb 23, 2026 | Mendelsohn D. Eric | CEO and President | EXERCISE | 13,334 | $57.76 | $770.2K |
| Feb 19, 2026 | COLDEN TRACY M J | Director | EXERCISE | 10,000 | $73.34 | $733.4K |
| Feb 19, 2026 | COLDEN TRACY M J | Director | TAX W/H | 8,267 | $88.72 | $733.4K |
| Feb 12, 2026 | MCCABE ROBERT A JR | Director | EXERCISE | 10,000 | $73.34 | $733.4K |
| Feb 12, 2026 | MCCABE ROBERT A JR | Director | TAX W/H | 8,180 | $89.66 | $733.4K |
| Feb 11, 2026 | PASCOE KEVIN CARLTON | Chief Investment Officer | TAX W/H | 13,463 | $88.25 | $1.2M |
| Feb 11, 2026 | PASCOE KEVIN CARLTON | Chief Investment Officer | EXERCISE | 15,000 | $73.34 | $1.1M |
| Feb 9, 2026 | Travis David L | SVP/Chief Accounting Officer | EXERCISE | 8,333 | — | — |
| Feb 9, 2026 | Travis David L | SVP/Chief Accounting Officer | TAX W/H | 28,868 | $85.10 | $2.5M |
| Feb 9, 2026 | Travis David L | SVP/Chief Accounting Officer | EXERCISE | 2,404 | $53.41 | $128.4K |
| Feb 5, 2026 | Todd Candice W | Director | EXERCISE | 10,000 | $73.34 | $733.4K |
| Feb 5, 2026 | Todd Candice W | Director | TAX W/H | 8,705 | $84.26 | $733.5K |
| Feb 1, 2026 | Gaines Kristin Sallee | SVP/Chief Transaction Officer | EXERCISE | 18,333 | $53.41 | $979.2K |
| Jan 30, 2026 | PASCOE KEVIN CARLTON | Chief Investment Officer | EXERCISE | 8,500 | $54.73 | $465.2K |
| Jan 30, 2026 | PASCOE KEVIN CARLTON | Chief Investment Officer | TAX W/H | 13,602 | $82.12 | $1.1M |
4 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 3 neutral. Avg impact: 3.5/10.
NEUTRAL
8-K
2/10
NHI filed an 8-K furnishing an investor presentation and press release regarding a business update.
May 4, 2026
NEUTRAL
8-K
3/10
National Health Investors filed its Q1 2026 supplemental, reporting annualized adjusted NOI of $322.
May 4, 2026
BULLISH
8-K
7/10
National Health Investors, Inc. (NHI) has agreed to sell 35 skilled nursing and independent living f
Apr 21, 2026
NEUTRAL
DEFA14A
2/10
National Health Investors, Inc. (NHI) has filed definitive additional proxy materials, which are rou
Apr 3, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Buy (67% buy). Based on 12 analysts: 2 strong buy, 6 buy, 4 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$84.75 mean target
+17.5% upside
Buy (1.75)
$74.00 Low
$91.00 High
| Metric | Value |
|---|---|
| Current Price | $72.10 |
| Target Low | $74.00 |
| Target Mean | $84.75 |
| Target Median | $86.50 |
| Target High | $91.00 |
| # Analysts | 8 |
| Recommendation | Buy (1.75) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.91 | $0.91 | $0.91 | 16.2% | -1.7% | — | $0.1B | 25.2% | 1 |
| Next Q 2026-09-30 |
$0.93 | $0.93 | $0.93 | 36.3% | +8.6% | — | $0.1B | 15.4% | 1 |
| Current FY 2026-12-31 |
$3.67 | $3.67 | $3.67 | 25.1% | +1.5% | — | $0.4B | 17.4% | 1 |
| Next FY 2027-12-31 |
$3.55 | $3.47 | $3.64 | -3.0% | -1.9% | 0↑ 1↓ | $0.5B | 5.9% | 2 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.914 | |
| 7d ago | $0.922 | -0.008 |
| 30d ago | $0.930 | -0.016 |
| 60d ago | $0.930 | -0.016 |
| 90d ago | $0.806 | +0.108 |
3 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jun 12, 2026 | Truist Securities | MAINTAIN | Buy | Buy |
| Jun 1, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
| Apr 22, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
| Apr 22, 2026 | Cantor Fitzgerald | REITERATE | Overweight | Overweight |
| Apr 22, 2026 | Truist Securities | MAINTAIN | Buy | Buy |
| Mar 27, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
| Mar 12, 2026 | Truist Securities | MAINTAIN | Buy | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 2 | 6 | 4 | 0 | 0 | 67% | |
| May 1, 2026 | 2 | 6 | 4 | 0 | 0 | 67% | |
| Apr 1, 2026 | 2 | 6 | 4 | 0 | 0 | 67% | |
| Mar 1, 2026 | 2 | 6 | 4 | 0 | 0 | 67% | |
| Feb 1, 2026 | 2 | 6 | 4 | 0 | 0 | 67% | |
| Jan 1, 2026 | 2 | 6 | 3 | 0 | 0 | 73% |
Strong BuyBuyHoldSellStrong Sell
1 members of Congress traded this stock: 1 buys, 0 sells.
Congressional Trades
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jan 15, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | National Health Investors Inc | Feb 16, 2026 (33d) |
80°
Bullish
Bearish
Neutral
Bullish
6 mentions
6 bullish
0 bearish
2 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Apr 13, 2026 | 4 | 75° Bullish | 4 | 0 | 4 |
| Apr 13, 2026 | 2 | 67° Warm | 2 | 0 | 2 |
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Enforcement
HSR Early Termination: National HealthCare Corporation; National Health Investors, Inc.
The FTC granted early termination of the HSR Act waiting period for a transaction involving National HealthCare Corporation; National Health Investors
May 4, 2026
earnings_calendar
NHI Q1 2026 Earnings Scheduled — 2026-05-04
Feb 26, 2026
earnings_calendar
NHI Q4 2025 Earnings After Market Close — 2026-02-26