National Health Investors, Inc. $NHI Shares Sold by Strs Ohio

05 May 2026, 06:04 by Scott Moore · The Cerbat Gem

Strs Ohio trimmed its position in shares of National Health Investors, Inc. (NYSE:NHI – Free Report) by 32.8% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 112,400 shares of the real estate investment trust’s stock after selling 54,900 shares during the period. Strs Ohio owned 0.24% of National Health Investors worth $8,584,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. EverSource Wealth Advisors LLC boosted its stake in National Health Investors by 244.1% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 406 shares of the real estate investment trust’s stock valued at $28,000 after purchasing an additional 288 shares during the period. GAMMA Investing LLC boosted its stake in National Health Investors by 41.8% during the 4th quarter. GAMMA Investing LLC now owns 461 shares of the real estate investment trust’s stock valued at $35,000 after purchasing an additional 136 shares during the period. Key Capital Management INC acquired a new position in National Health Investors during the 4th quarter valued at about $47,000. Advisory Services Network LLC acquired a new position in National Health Investors during the 3rd quarter valued at about $65,000. Finally, Triumph Capital Management acquired a new position in National Health Investors during the 3rd quarter valued at about $66,000. 62.51% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of brokerages have recently weighed in on NHI. Deutsche Bank Aktiengesellschaft lowered shares of National Health Investors from a “buy” rating to a “hold” rating and set a $85.00 price target for the company. in a research note on Tuesday, January 20th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of National Health Investors in a research note on Friday, March 27th. Cantor Fitzgerald reaffirmed an “overweight” rating and issued a $94.00 price target on shares of National Health Investors in a research note on Wednesday, April 22nd. Truist Financial reduced their price target on shares of National Health Investors from $92.00 to $89.00 and set a “buy” rating for the company in a research note on Wednesday, April 22nd. Finally, Wells Fargo & Company reduced their price target on shares of National Health Investors from $86.00 to $84.00 and set an “equal weight” rating for the company in a research note on Wednesday, April 22nd. One investment analyst has rated the stock with a Strong Buy rating, four have given a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $87.50.

Read Our Latest Report on National Health Investors

Key Headlines Impacting National Health Investors

Here are the key news stories impacting National Health Investors this week:

Positive Sentiment: Q1 FFO beat — NHI reported FFO of $1.24/share vs. the Zacks consensus $1.21 and $1.15 a year ago, indicating operating cash flow strength. Article Title
Positive Sentiment: Declared dividend — NHI announced a Q2 2026 dividend of $0.92/share payable Aug 7 to holders of record June 30, supporting income investors. Article Title
Positive Sentiment: Strategic acquisition — NHI invested $106.9M to acquire seven SHOP properties (532 units) in Colorado, expanding its portfolio and potential recurring cash flows. Article Title
Neutral Sentiment: Investor materials & portfolio update — the company issued an updated investor presentation and a Q1 2026 portfolio performance report (useful for modelling but not market-moving by itself). Article Title Portfolio Performance
Neutral Sentiment: Revenue beat but mixed GAAP EPS — the press release shows revenue materially above expectations, though GAAP EPS missed by $0.03; slides and the release provide detail for analysts to reconcile FFO vs. EPS drivers. Article Title
Negative Sentiment: FY 2026 guidance below consensus — management provided EPS guidance of $4.740–$4.790 vs. street consensus ~5.02, which likely triggered downward re‑pricing given sensitivity of REIT valuations to earnings outlook. (Guidance reported by the company.)

National Health Investors Stock Down 1.4%

NHI stock opened at $75.66 on Tuesday. National Health Investors, Inc. has a 12 month low of $68.80 and a 12 month high of $91.38. The firm has a market cap of $3.67 billion, a PE ratio of 25.05, a P/E/G ratio of 4.18 and a beta of 0.55. The firm has a 50 day simple moving average of $83.79 and a 200 day simple moving average of $80.56. The company has a debt-to-equity ratio of 0.76, a current ratio of 6.90 and a quick ratio of 6.90.

National Health Investors (NYSE:NHI – Get Free Report) last released its earnings results on Monday, May 4th. The real estate investment trust reported $1.24 EPS for the quarter, beating the consensus estimate of $1.21 by $0.03. National Health Investors had a net margin of 37.81% and a return on equity of 9.56%. The business had revenue of $115.13 million during the quarter, compared to analyst estimates of $70.22 million. During the same period in the prior year, the business earned $1.15 earnings per share. The business’s quarterly revenue was up 28.9% on a year-over-year basis. National Health Investors has set its FY 2026 guidance at 4.740-4.790 EPS. Equities research analysts forecast that National Health Investors, Inc. will post 5.02 earnings per share for the current fiscal year.

National Health Investors Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, August 7th. Investors of record on Tuesday, June 30th will be paid a dividend of $0.92 per share. The ex-dividend date of this dividend is Tuesday, June 30th. This represents a $3.68 annualized dividend and a yield of 4.9%. National Health Investors’s dividend payout ratio is currently 121.85%.

About National Health Investors

(Free Report)

National Health Investors, Inc (NYSE: NHI) is a specialized real estate investment trust (REIT) focused on owning and financing high-quality healthcare and senior housing facilities in the United States. The company’s portfolio encompasses a diverse range of properties, including skilled nursing centers, assisted living and memory care communities, behavioral health facilities, dialysis clinics, and medical office buildings. NHI typically enters into long-term net-lease agreements with experienced healthcare operators, providing stable and predictable rental income streams while enabling its tenants to concentrate on delivering quality care.