National Health Investors (NYSE:NHI) Stock Price Down 5.5% on Analyst Downgrade

Shares of National Health Investors, Inc. (NYSE:NHI) traded down 5.5% on Wednesday after Wells Fargo & Company lowered their price target on the stock from $86.00 to $84.00. Wells Fargo & Company currently has an equal weight rating on the stock. National Health Investors traded as low as $78.73 and last traded at $78.7890. 226,552 shares changed hands during trading, a decline of 19% from the average session volume of 281,029 shares. The stock had previously closed at $83.35.

A number of other equities research analysts also recently weighed in on NHI. National Bank Financial set a $85.00 target price on National Health Investors in a research report on Tuesday, January 20th. Deutsche Bank Aktiengesellschaft downgraded 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. Cantor Fitzgerald reissued an “overweight” rating and set a $94.00 target price on shares of National Health Investors in a research report on Wednesday. Truist Financial decreased their target price on National Health Investors from $92.00 to $89.00 and set a “buy” rating on the stock in a research report on Wednesday. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of National Health Investors in a research report on Friday, March 27th. One 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’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $87.50.

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

Institutional Investors Weigh In On National Health Investors

Several large investors have recently modified their holdings of the stock. Pictet Asset Management Holding SA grew its stake in shares of National Health Investors by 9.7% in the 1st quarter. Pictet Asset Management Holding SA now owns 7,331 shares of the real estate investment trust’s stock valued at $593,000 after purchasing an additional 651 shares during the period. SG Americas Securities LLC boosted its holdings in shares of National Health Investors by 818.3% in the 1st quarter. SG Americas Securities LLC now owns 110,587 shares of the real estate investment trust’s stock worth $8,942,000 after acquiring an additional 98,545 shares in the last quarter. Hsbc Holdings PLC boosted its holdings in shares of National Health Investors by 20.7% in the 4th quarter. Hsbc Holdings PLC now owns 75,426 shares of the real estate investment trust’s stock worth $5,760,000 after acquiring an additional 12,947 shares in the last quarter. Rockefeller Capital Management L.P. boosted its holdings in shares of National Health Investors by 80.6% in the 4th quarter. Rockefeller Capital Management L.P. now owns 1,022 shares of the real estate investment trust’s stock worth $78,000 after acquiring an additional 456 shares in the last quarter. Finally, Mercer Global Advisors Inc. ADV acquired a new position in shares of National Health Investors in the 4th quarter worth approximately $352,000. 62.51% of the stock is currently owned by institutional investors.

National Health Investors Stock Down 8.3%

The firm has a market capitalization of $3.70 billion, a price-to-earnings ratio of 25.31, a P/E/G ratio of 4.54 and a beta of 0.63. The company has a current ratio of 6.90, a quick ratio of 6.90 and a debt-to-equity ratio of 0.76. The firm has a fifty day moving average price of $85.29 and a 200 day moving average price of $80.41.

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

National Health Investors Announces Dividend

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

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.