National Health Investors (NYSE:NHI) Earns “Overweight” Rating from Cantor Fitzgerald

National Health Investors (NYSE:NHI)‘s stock had its “overweight” rating restated by investment analysts at Cantor Fitzgerald in a research note issued on Wednesday,Benzinga reports. They currently have a $94.00 price objective on the real estate investment trust’s stock. Cantor Fitzgerald’s price objective indicates a potential upside of 21.06% from the company’s current price.

A number of other research analysts also recently issued reports on NHI. Wells Fargo & Company boosted their price target on shares of National Health Investors from $85.00 to $86.00 and gave the stock an “equal weight” rating in a research report on Friday, March 27th. National Bank Financial set a $85.00 price target on shares of National Health Investors in a research report on Tuesday, January 20th. Deutsche Bank Aktiengesellschaft downgraded shares of National Health Investors from a “buy” rating to a “hold” rating and set a $85.00 price target on the stock. in a research report on Tuesday, January 20th. Truist Financial dropped their price target on shares of 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 restated a “buy (b)” rating on shares of National Health Investors in a research report on Friday, March 27th. One equities research analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating and two have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $87.50.

National Health Investors Stock Up 1.5%

Shares of NYSE NHI opened at $77.65 on Wednesday. The company has a market capitalization of $3.76 billion, a P/E ratio of 25.71, a price-to-earnings-growth ratio of 4.17 and a beta of 0.63. National Health Investors has a 52-week low of $68.80 and a 52-week high of $91.38. The company has a debt-to-equity ratio of 0.76, a quick ratio of 6.90 and a current ratio of 6.90. The company’s 50 day moving average price is $85.06 and its 200-day moving average price is $80.39.

National Health Investors (NYSE:NHI) last issued 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 firm 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 for the quarter was up 6.8% on a year-over-year basis. During the same quarter last year, the firm posted $1.24 EPS. National Health Investors has set its FY 2026 guidance at 4.940-4.990 EPS. Equities analysts forecast that National Health Investors will post 5.02 earnings per share for the current year.

Institutional Trading of National Health Investors

Hedge funds and other institutional investors have recently bought and sold shares of the business. International Assets Investment Management LLC bought a new stake in National Health Investors during the 4th quarter valued at $27,000. EverSource Wealth Advisors LLC increased 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 in the last quarter. Garton & Associates Financial Advisors LLC bought a new stake in National Health Investors during the 4th quarter valued at $33,000. GAMMA Investing LLC increased 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 in the last quarter. Finally, Key Capital Management INC bought a new stake in National Health Investors during the 4th quarter valued at $47,000. Institutional investors own 62.51% of the company’s stock.

Key National Health Investors News

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

• Positive Sentiment: Planned CFO succession reduces uncertainty — long-time CFO John Spaid will retire effective July 1, 2026, and NHI named internal successor Todd Siefert, signaling a managed, orderly finance leadership transition that should limit disruption. Read More.
• Positive Sentiment: Major portfolio disposition — NHI agreed to sell a 35-property skilled nursing portfolio to National HealthCare Corp. for ~$560 million, a sizable capital recycling move that can be used to pay down debt, return capital, or redeploy into higher-return assets. This deal is a clear near-term liquidity event and strategic portfolio reshaping. Read More.
• Positive Sentiment: Bullish analyst support remains — Cantor Fitzgerald reaffirmed an “overweight” rating and a $94 price target, indicating continued optimistic views from at least one major analyst. Read More.
• Neutral Sentiment: Transaction advisory confirmation — Blueprint Healthcare Real Estate Advisors is serving as advisor on the planned $560M disposition, which validates the process but is procedural rather than a fundamental development. Read More.
• Negative Sentiment: Price-target cut from Wells Fargo — Wells Fargo lowered its target to $84 and moved to “equal weight,” a less bullish stance that could cap near-term upside and weigh on sentiment. Read More.
• Negative Sentiment: Truist trims target but keeps buy — Truist reduced its target from $92 to $89 while maintaining a “buy” rating; the downgrade narrows analyst upside expectations. Read More.

About National Health Investors

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.