Seeking Alpha·2d ago
Very Bad News For REITs, But I Am Buying The DipThe Fed's first hike in years has hit REITs hard. Higher rates may actually create a silver lining. Some well-capitalized REITs could benefit from this selloff.
NHI is executing a strategic pivot toward SHOP operations, evidenced by a 33.8% YoY revenue surge to $121.3M in 2026Q2, yet this transition has compressed NOI margins from 96.8% to 31.1% in 2026Q1, signaling potential profitability deterioration. FFO per share...
Price trend, volume and key moving averages
Trailing total returns as of 9/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 10, 2026 | $1.19+41.2% vs $0.84 | $71M-1.0% vs $72M |
Q2 2026 May 4, 2026 | $0.83-31.4% vs $1.21 | $73M+4.2% vs $70M |
Q1 2026 Feb 26, 2026 | $0.80-0.1% vs $0.80 | $70M+1.8% vs $69M |
Q4 2025 Nov 6, 2025 | $0.69-44.4% vs $1.24 | $62M-4.2% vs $65M |
The Fed's first hike in years has hit REITs hard. Higher rates may actually create a silver lining. Some well-capitalized REITs could benefit from this selloff.
MURFREESBORO, Tenn., Sept. 14, 2026 /PRNewswire/ -- National Health Investors, Inc. (NYSE: NHI) announced today that management will participate in investor meetings at the BofA Securities 2026 Global Real Estate Conference on September 15, 2026.
Senior Housing REITs are outperforming major indices, driven by a persistent supply-demand imbalance and favorable demographic trends. This article previews 3 Senior Housing REITs that offer high yields and strong balance sheets while trading at attractive FFO multiples. All three REITs present robust internal and external growth potential as occupancy rates climb, with yields well above Treasury rates.
National Health Investors (NYSE: NHI - Get Free Report) and Primary Health Properties (OTCMKTS:PHPRF - Get Free Report) are both real estate companies, but which is the superior stock? We will compare the two companies based on the strength of their earnings, risk, institutional ownership, valuation, analyst recommendations, dividends and profitability. Valuation and Earnings This table
Benchmark NHI against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for National Health Investors, Inc. (NHI)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $67.20 | $3.26B | 22.25 | 12.93% | 37.56% | 9.72% | 5.37% | |
| $46.17 | $13.75B | 23.80 | 13.95% | 66.43% | 15.76% | — | |
| $19.69 | $4.97B | 30.77 | 10.15% | 7.61% | 2.34% | — | |
| $42.54 | $2.18B | 16.88 | 25.26% | 38.92% | 11.45% | — | |
| $37.17 | $8.78B | 23.68 | 108.79% | 65.4% | 8.51% | — | |
| $35.74 | $94.26M | 115.29 | 7.08% | -8.18% | -2.31% | — |
National Health Investors, Inc. (NHI) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
National Health Investors, Inc. (NHI) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 10, 2026·SEC
Aug 10, 2026·SEC
Aug 10, 2026·SEC
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National Health Investors, Inc. (NHI) stock FAQ — growth, dividends, profitability & financials explained
National Health Investors, Inc. (NHI) reported $433.6M in revenue for fiscal year 2025. This represents a 336% increase from $99.4M in 1996.
National Health Investors, Inc. (NHI) grew revenue by 12.9% over the past year. This is steady growth.
Yes, National Health Investors, Inc. (NHI) is profitable, generating $166.8M in net income for fiscal year 2025 (37.6% net margin).
Yes, National Health Investors, Inc. (NHI) pays a dividend with a yield of 5.37%. This makes it attractive for income-focused investors.
National Health Investors, Inc. (NHI) has a return on equity (ROE) of 9.7%. This is below average, suggesting room for improvement.
National Health Investors, Inc. (NHI) generated Funds From Operations (FFO) of $259.4M in the trailing twelve months. FFO is the primary profitability metric for REITs.
National Health Investors, Inc. (NHI) offers a 5.37% dividend yield, which is attractive for income investors. REITs are required to distribute at least 90% of taxable income to shareholders.
