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National Health Investors (NHI) Stock News, Feb-May 2026

NHI NYSE

National Health Investors, Inc. (NHI) reports developments as a self-managed real estate investment trust focused on senior housing communities and medical facilities. The company owns, leases, operates and finances real estate through its Real Estate Investments and Senior Housing Operating Portfolio, or SHOP, segments, including independent living, assisted living, memory care, entrance-fee communities, senior living campuses, skilled nursing facilities and hospitals.

Recurring NHI news includes dividend declarations, earnings releases, investor updates, property investments, financing activity and governance changes. Company updates also cover sale-leaseback, joint venture, mortgage and mezzanine financing activity tied to senior housing and healthcare real estate.

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National Health Investors (NYSE: NHI) reported first quarter 2026 results for the period ended March 31, 2026, with NAREIT FFO per diluted share of $1.23 and Normalized FAD of $62.5 million. Q1 SHOP invested capital was $742.5 million (106% YoY). The company updated 2026 guidance, reducing NAREIT and Normalized FFO per share to a range of $4.74–$4.79 and FAD to $240.6–$243.7 million. The company announced a pending sale of the NHC leased portfolio for $560.0 million, expected to close July 1, 2026.

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National Health Investors (NYSE:NHI) invested $106.9 million (including transaction costs) to acquire seven senior-housing properties totaling 532 units in Colorado on May 4, 2026. NHI expects an additional $3.6 million of investment during the first year. The assets join NHI's Senior Housing Operating Portfolio (SHOP) and will be managed by Generations, LLC. The communities are projected to deliver an initial NOI yield of ~8.3%, and an estimated 7.8% NOI after routine capital expenditures.

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National Health Investors (NYSE: NHI) announced a planned CFO succession: John Spaid will retire effective July 1, 2026. Todd Siefert will be appointed Executive Vice President Corporate Finance on June 1, 2026 and will succeed Spaid as CFO upon his retirement. Dana Hambly is promoted to Senior Vice President of Finance.

The release highlights Siefert's 25+ years of finance experience, a prior Hillsboro Residential pipeline exceeding $275 million, and leadership of more than $8.0 billion in capital markets transactions at Ryman Hospitality.

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Blueprint served as transaction advisor to National Health Investors (NHI) in NHI's planned $560 million sale of a 35-property healthcare portfolio to National HealthCare Corporation (NHC). The portfolio includes 32 skilled nursing facilities and three independent living communities operated by NHC under a long-term master lease. The sale, intended to support NHI's shift toward private-pay seniors housing and increase financial flexibility, is expected to close on July 1, 2026, subject to customary closing conditions. Blueprint cites a cumulative transaction track record of $18.6 billion in volume.

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National Health Investors (NYSE:NHI) agreed to sell 32 skilled nursing and 3 independent living facilities leased to National HealthCare Corporation for $560.0 million, with expected transaction costs of $6.0–$8.0 million and anticipated closing on July 1, 2026 subject to customary conditions.

The deal reduces SNF exposure to ~12.2% of investments, increases SHOP to ~22.0% of investments, lowers net debt-to-EBITDA to ~2.3x pro forma, and leaves available liquidity of ~$1.4 billion. The portfolio generated ~$39.7 million cash lease revenue in 2025.

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National Health Investors (NYSE:NHI) will release first-quarter 2026 results for the period ended March 31, 2026, after market close on Monday, May 4, 2026.

The company will host a conference call on Tuesday, May 5, 2026 at 10:00 a.m. ET. Call-in and webcast details are provided and an online replay will remain available for one year.

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National Health Investors (NYSE:NHI) issued an investor update on February 26, 2026 directing investors to its investor relations site for presentations and webcasts. The update provides access to recent presentations and archived webcasts at the company’s IR presentations and webcasts page.

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National Health Investors (NYSE:NHI) announced a first quarter dividend of $0.92 per common share, payable May 1, 2026 to shareholders of record as of March 31, 2026.

The dividend is a quarterly cash distribution for common shareholders and specifies both payment and record dates.

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National Health Investors (NYSE:NHI) reported Q4 and full-year 2025 results on February 26, 2026 showing continued portfolio expansion and stronger cash flow metrics. 2025 investments totaled $392.3M and SHOP assets grew from 15 to 26 properties, with a subsequent nine-property purchase for $105.5M.

Full-year NAREIT FFO per diluted share was $4.65 and Normalized FFO was $4.91; 2026 guidance targets NAREIT/Normalized FFO of $4.94–$4.99 and FAD of $248.9M–$251.4M. Net debt was $1.2B with net debt/adjusted EBITDA of 3.8x.

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National Health Investors (NYSE:NHI) appointed Lilly H. Donohue to its Board of Directors, effective February 17, 2026. Ms. Donohue is president and CEO of Everstory Partners since November 2022 and previously served as CEO of Holiday Retirement, which operated over 300 communities in 46 states.

Her background includes senior housing operations, international expansion for Fortress Investment Group (including founding Starcastle in 2013), prior Fortress leadership since May 1998, and earlier roles at BlackRock. NHI expects her operational expertise to support organic and external growth.

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FAQ

What is the current stock price of National Health Investors (NHI)?

National Health Investors (NHI) last closed at $65.6.

What is the market cap of National Health Investors (NHI)?

The market cap of National Health Investors (NHI) is approximately $3.2B.