Wells Fargo & Company Lowers National Health Investors (NYSE:NHI) Price Target to $84.00

National Health Investors (NYSE:NHI) had its price target reduced by research analysts at Wells Fargo & Company from $86.00 to $84.00 in a research note issued to investors on Wednesday,Benzinga reports. The brokerage presently has an “equal weight” rating on the real estate investment trust’s stock. Wells Fargo & Company‘s price objective would suggest a potential upside of 8.18% from the company’s current price.

Other equities research analysts also recently issued reports about the company. Weiss Ratings restated a “buy (b)” rating on shares of National Health Investors in a research note on Friday, March 27th. Deutsche Bank Aktiengesellschaft downgraded National Health Investors from a “buy” rating to a “hold” rating and set a $85.00 price objective for the company. in a research note on Tuesday, January 20th. National Bank Financial set a $85.00 price objective on National Health Investors in a research note on Tuesday, January 20th. Cantor Fitzgerald reiterated an “overweight” rating and set a $94.00 price objective on shares of National Health Investors in a research note on Wednesday. Finally, Truist Financial cut their price objective on National Health Investors from $92.00 to $89.00 and set a “buy” rating for the company in a research note on Wednesday. One equities research 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 stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $87.50.

National Health Investors Trading Up 1.5%

National Health Investors stock opened at $77.65 on Wednesday. The business has a 50-day simple moving average of $85.06 and a two-hundred day simple moving average of $80.39. The company has a market cap of $3.76 billion, a P/E ratio of 25.71, a P/E/G 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 quick ratio of 6.90, a current ratio of 6.90 and a debt-to-equity ratio of 0.76.

National Health Investors (NYSE:NHI) last released 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 for the quarter, compared to the consensus estimate of $95.12 million. National Health Investors had a net margin of 37.81% and a return on equity of 9.56%. The company’s revenue for the quarter was up 6.8% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $1.24 earnings per share. National Health Investors has set its FY 2026 guidance at 4.940-4.990 EPS. Analysts predict that National Health Investors will post 5.02 EPS for the current year.

Institutional Inflows and Outflows

A number of large investors have recently added to or reduced their stakes in NHI. Norges Bank purchased a new position in National Health Investors in the 4th quarter worth approximately $55,301,000. JPMorgan Chase & Co. lifted its holdings in National Health Investors by 34.0% in the 3rd quarter. JPMorgan Chase & Co. now owns 1,613,051 shares of the real estate investment trust’s stock worth $128,238,000 after purchasing an additional 409,559 shares in the last quarter. Freestone Grove Partners LP purchased a new position in National Health Investors in the 4th quarter worth approximately $21,869,000. Adage Capital Partners GP L.L.C. purchased a new stake in shares of National Health Investors during the 4th quarter worth approximately $19,856,000. Finally, Balyasny Asset Management L.P. raised its holdings in shares of National Health Investors by 66.9% during the 2nd quarter. Balyasny Asset Management L.P. now owns 614,960 shares of the real estate investment trust’s stock worth $43,121,000 after acquiring an additional 246,486 shares in the last quarter. 62.51% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about National Health Investors

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.