National Health Investors Stock Price, News & Analysis

National Health Investors (NYSE:NHI) has acquired four senior housing properties for $74.3 million in Oklahoma and Oregon, adding 344 units to its Senior Housing Operating Portfolio (SHOP). The properties will be managed by existing partner Compass Senior Living and are expected to generate an initial yield of 7.5% after capital expenditures.

The acquisition was partially funded through the cancellation of a $9.5 million mortgage loan with an 8.5% interest rate. Year-to-date, NHI has completed investments totaling $249.2 million at an average initial yield of 8.0%. The company has additional signed LOIs worth $132.4 million and is evaluating an investment pipeline of approximately $278 million.

National Health Investors (NYSE:NHI) has priced a significant offering of $350 million Senior Notes due 2033. The notes will be issued at 98.903% of par value with a 5.350% coupon rate, with interest payable semi-annually starting February 1, 2026.

The offering, expected to close on September 26, 2025, will primarily be used to reduce borrowings under NHI's $700 million revolving credit facility. Additional proceeds will support working capital, acquisitions, mortgage investments, and debt repayment. J.P. Morgan, BofA Securities, and Wells Fargo Securities are among the joint book-running managers for this debt offering.

National Health Investors (NYSE:NHI), a healthcare real estate investment trust, has announced the release of an investor update available on their investor relations website. The update can be accessed through the presentations and webcasts section of their corporate website.

National Health Investors (NYSE:NHI) has announced its third quarter dividend payment for 2025. The company will distribute a dividend of $0.92 per common share to stockholders. The dividend will be paid on October 31, 2025, to shareholders of record as of September 30, 2025.

National Health Investors (NYSE:NHI) reported strong Q2 2025 results, exceeding expectations and leading to raised full-year guidance. The company achieved normalized FFO of $1.22 per diluted share, up from $1.18 in Q2 2024. Key highlights include:

The company completed significant portfolio changes, including the $63.5 million acquisition of six memory care communities and the transition of seven properties to their SHOP portfolio. Rental income increased 6.9% to $4.5 million, driven by new investments since June 2024.

NHI maintains a strong financial position with $1.1 billion in net debt and a favorable net debt to adjusted EBITDA ratio of 3.9x. The company updated its 2025 guidance, projecting normalized FFO per share of $4.78-$4.82 and normalized FAD of $227.9-$229.8 million.

National Health Investors (NYSE:NHI) has scheduled its second quarter 2025 earnings release and conference call. The company will release Q2 2025 financial results after market close on Wednesday, August 6, 2025.

A conference call to discuss the results will be held on Thursday, August 7, 2025, at 10:00 a.m. Eastern Time. Investors can participate via interactive teleconference at (888) 506-0062 using access code 494218. The call will also be available via live webcast on the company's website and will remain accessible for replay for one year.

Land & Buildings Investment Management issued a critical analysis of National Healthcare Corp's (NHC) lease negotiation with National Health Investors (NHI), which expires in 2026. The investment firm, which holds a short position in NHC, outlines three potential scenarios for NHC, all potentially negative. The best-case scenario could see NHC losing 19% of EBITDA with fair market rent negotiations, while the worst case could result in a 38% EBITDA loss if NHI leases to another operator. The analysis criticizes the historically below-market lease terms orchestrated by the Adams brothers, who ran both companies. Recent developments, including Robert Adams' narrow board reelection victory, suggest NHI now has leverage in negotiations. Land & Buildings warns that aggressive negotiation tactics by NHC could risk regulatory scrutiny and significant shareholder value destruction.

National Health Investors (NYSE:NHI) released an investor update presentation highlighting its investment pipeline developments. The healthcare REIT reported a total investment pipeline of $331.4 million, which includes $126.7 million in signed Letters of Intent (LOIs). Notably, approximately $71 million of the LOIs is allocated for a SHOP (Senior Housing Operating Portfolio) investment, indicating the company's continued focus on expanding its senior housing segment.

Land & Buildings Investment Management, a significant stockholder of National Health Investors (NYSE: NHI), narrowly missed securing a board seat at NHI's 2025 Annual Meeting, falling short by approximately 1% of outstanding shares. Despite the loss, their nominees received substantial support from about 60% of unaffiliated stockholders who voted. The activist investor acknowledged improvements made by NHI in response to their engagement but maintains that further changes are needed. Land & Buildings will continue monitoring NHI's governance, particularly focusing on the upcoming NHC lease renewal negotiation and capital allocation decisions, and threatens potential future stockholder actions if necessary.