National Health Investors (NHI) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
National Health Investors, Inc. is rated a Buy for income-focused investors seeking exposure to senior housing REITs. NHI boasts a 4.7% dividend yield, strong Q3 results, conservative debt management, and over $1 billion in liquidity supporting dividend safety and growth. NHI's total return has outperformed the real estate sector over the past decade, with demographic trends and raised guidance pointing to continued growth.
National Health Investors, Inc. ( NHI ) Q3 2025 Earnings Call November 7, 2025 10:00 AM EST Company Participants Dana Hambly - Vice President of Finance & Investor Relations D. Mendelsohn - President, CEO & Director Kevin Pascoe - Executive VP of Investments & Chief Investment Officer John Spaid - Executive VP of Finance, CFO & Treasurer Conference Call Participants Juan Sanabria - BMO Capital Markets Equity Research Austin Wurschmidt - KeyBanc Capital Markets Inc., Research Division Farrell Granath - BofA Securities, Research Division Richard Anderson - Cantor Fitzgerald & Co., Research Division Omotayo Okusanya - Deutsche Bank AG, Research Division Presentation Operator Greetings, and welcome to the NHI's Third Quarter 2025 Earnings Webcast and Conference Call.
NHC's fundamentals are robust, with strong earnings, revenue, and margin growth. Despite recent underperformance in total return, operating margins have expanded significantly and are likely to continue improving, supported by favorable industry trends. Concerns about the 2027 NHI lease expiration are overblown; NHC can absorb rent increases or purchase properties outright thanks to low debt and rising cash.
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.
National Health Investors (NHI) came out with quarterly funds from operations (FFO) of $1.22 per share, beating the Zacks Consensus Estimate of $1.16 per share. This compares to FFO of $1.18 per share a year ago.
National Health Investors, Inc. (NYSE:NHI ) Q1 2025 Earnings Conference Call May 6, 2025 10:00 AM ET Company Participants Dana Hambly – Vice President, Finance and Investor Relations Eric Mendelsohn – President and CEO Kevin Pascoe – Chief Investment Officer John Spaid – Chief Financial Officer David Travis – Chief Accounting Officer Conference Call Participants Rich Anderson – Wedbush Juan Sanabria – BMO Capital Markets Farrell Granath – Bank of America Omotayo Okusanya – Deutsche Bank Austin Wurschmidt – KeyBanc Capital Markets Operator Greetings. Welcome to National Health Investors First Quarter 2025 Earnings Webcast and Conference Call.
National Health Investors (NHI) came out with quarterly funds from operations (FFO) of $1.15 per share, beating the Zacks Consensus Estimate of $1.13 per share. This compares to FFO of $1.10 per share a year ago.
National Health Investors offers a 5% dividend yield and strong growth prospects in senior housing and skilled nursing facilities. NHI's portfolio is geographically diversified and primarily held under triple net leases, ensuring stable income from senior housing and skilled nursing. NHI continues to recover, with notable rent growth, improved occupancy, and a robust acquisition pipeline, supporting long-term potential.
National Health Investors, Inc. (NYSE:NHI ) Q4 2024 Earnings Conference Call February 26, 2025 11:00 AM ET Company Participants Dana Hambly – Vice President, Finance & Investor Relations Eric Mendelsohn – President and Chief Executive Officer Kevin Pascoe – Chief Investment Officer John Spaid – Chief Financial Officer Conference Call Participants Rich Anderson – Wedbush Juan Sanabria – BMO Capital Markets Omotayo Okusanya – Deutsche Bank Austin Wurschmidt – KeyBanc Capital Markets John Kilichowski – Wells Fargo Farrell Granath – Bank of America Operator Good day, everyone, and welcome to the National Health Investors Fourth Quarter 2024 Earnings Webcast and Conference Call. At this time all participants have been placed on a listen-only mode.
Although the revenue and EPS for National Health Investors (NHI) give a sense of how its business performed in the quarter ended December 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.