National Health Investors (NYSE:NHI) Price Target Lowered to $89.00 at Truist Financial

National Health Investors (NYSE:NHI) had its price target lowered by Truist Financial from $92.00 to $89.00 in a research note released on Wednesday,Benzinga reports. Truist Financial currently has a buy rating on the real estate investment trust’s stock.

A number of other equities research analysts have also issued reports on NHI. Weiss Ratings reaffirmed a “buy (b)” rating on shares of National Health Investors in a research report on Friday, March 27th. Cantor Fitzgerald set a $85.00 price target on National Health Investors in a research report on Monday, January 5th. National Bank Financial set a $85.00 target price on National Health Investors in a research report on Tuesday, January 20th. Deutsche Bank Aktiengesellschaft lowered National Health Investors from a “buy” rating to a “hold” rating and set a $85.00 target price on the stock. in a research report on Tuesday, January 20th. Finally, Wells Fargo & Company increased their price target on shares of National Health Investors from $85.00 to $86.00 and gave the company an “equal weight” rating in a research note on Friday, March 27th. One research analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat.com, National Health Investors presently has an average rating of “Moderate Buy” and an average price target of $87.50.

National Health Investors Price Performance

NHI stock opened at $76.43 on Wednesday. The company has a debt-to-equity ratio of 0.76, a current ratio of 6.90 and a quick ratio of 6.90. The firm has a market capitalization of $3.70 billion, a P/E ratio of 25.31, a P/E/G ratio of 4.54 and a beta of 0.63. The business’s 50-day moving average is $85.29 and its two-hundred day moving average is $80.41. National Health Investors has a 1 year low of $68.80 and a 1 year high of $91.38.

National Health Investors (NYSE:NHI) last posted its quarterly earnings results on Thursday, February 26th. The real estate investment trust reported $1.22 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.23 by ($0.01). The company had revenue of $105.82 million during the quarter, compared to analyst estimates of $95.12 million. National Health Investors had a net margin of 37.81% and a return on equity of 9.56%. National Health Investors’s revenue for the quarter was up 6.8% on a year-over-year basis. During the same period in the prior year, the business earned $1.24 EPS. National Health Investors has set its FY 2026 guidance at 4.940-4.990 EPS. Analysts anticipate that National Health Investors will post 5.02 earnings per share for the current fiscal year.

National Health Investors Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, May 1st. Investors of record on Tuesday, March 31st will be given a $0.92 dividend. This represents a $3.68 dividend on an annualized basis and a dividend yield of 4.8%. The ex-dividend date of this dividend is Tuesday, March 31st. National Health Investors’s dividend payout ratio (DPR) is 121.85%.

Institutional Inflows and Outflows

Several institutional investors have recently added to or reduced their stakes in NHI. Woodmont Investment Counsel LLC increased its position in National Health Investors by 23.9% during the third quarter. Woodmont Investment Counsel LLC now owns 96,287 shares of the real estate investment trust’s stock worth $7,655,000 after buying an additional 18,582 shares during the period. Tudor Investment Corp ET AL increased its position in National Health Investors by 189.8% during the third quarter. Tudor Investment Corp ET AL now owns 116,570 shares of the real estate investment trust’s stock worth $9,267,000 after buying an additional 76,339 shares during the period. Strs Ohio increased its position in National Health Investors by 293.6% during the third quarter. Strs Ohio now owns 167,300 shares of the real estate investment trust’s stock worth $13,300,000 after buying an additional 124,800 shares during the period. Bowen Hanes & Co. Inc. increased its position in National Health Investors by 30.0% during the third quarter. Bowen Hanes & Co. Inc. now owns 260,000 shares of the real estate investment trust’s stock worth $20,670,000 after buying an additional 60,000 shares during the period. Finally, Centersquare Investment Management LLC increased its position in National Health Investors by 21.8% during the third quarter. Centersquare Investment Management LLC now owns 986,708 shares of the real estate investment trust’s stock worth $78,443,000 after buying an additional 176,410 shares during the period. Institutional investors and hedge funds own 62.51% of the company’s stock.

National Health Investors News Summary

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

• Positive Sentiment: Announced sale of a 35‑property portfolio (32 skilled nursing + 3 independent living) to National HealthCare Corporation for $560.0M; company says the deal strengthens the balance sheet and accelerates capital recycling into private‑pay senior housing (expected close July 1, 2026; $6–8M of transaction costs). This is a material portfolio disposition that should increase liquidity and free up capital for higher‑growth / higher‑margin investments. NHI Announces Sale of NHC Portfolio for $560 Million
• Positive Sentiment: Cantor Fitzgerald reaffirmed its “overweight” rating and kept a $94 price target, implying meaningful upside from current levels — a vote of confidence from a sell‑side firm that may support the stock once the market digests the transaction. Cantor Fitzgerald Reaffirmation
• Neutral Sentiment: Blueprint Healthcare Real Estate Advisors is advising NHI on the transaction — a standard advisory engagement that signals the company is using specialized advisors for execution but does not change the deal economics itself. Blueprint Advisor Announcement
• Neutral Sentiment: Truist trimmed its price target from $92 to $89 but maintained a “buy” rating — modestly lower upside expectations but still constructive on the name. Truist Price Target Change
• Negative Sentiment: Wells Fargo cut its price target to $84 and moved to “equal weight,” reducing near‑term analyst support and likely contributing to selling pressure. The lower rating signals less conviction from at least one institutional investor group. Wells Fargo Price Target Cut

National Health Investors Company Profile

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.

Since its founding in 1991 and initial public offering later that year, National Health Investors has pursued a disciplined growth strategy centered on strategic acquisitions, joint ventures, and selective development.