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National Health Investors (NHI) Stock News

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Welcome to our dedicated page for National Health Investors news (Ticker: NHI), a resource for investors and traders seeking the latest updates and insights on National Health Investors stock.

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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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.
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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.
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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.
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National Health Investors (NYSE:NHI) announced the preliminary results of its 2025 Annual Meeting of Stockholders, where shareholders elected all four of the company's director nominees: Robert G. Adams, Robert W. Chapin, Jr., James R. Jobe, and Candice W. Todd. The company acknowledged the constructive dialogue with stockholders and highlighted recent corporate governance improvements, including the declassification of its Board. NHI expressed confidence in its strategy to generate superior total shareholder return while recognizing the need for continued improvements. The company has retained Hogan Lovells US LLP as legal counsel and Sodali & Co. as proxy solicitor. Final voting results will be filed with the SEC on Form 8-K.

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NHI (NYSE:NHI) has issued a response to ISS's recent recommendation regarding board nominations. The company strongly disagrees with ISS's recommendation to support Land & Buildings nominees, arguing it could disrupt NHI's momentum in the senior housing industry. NHI emphasizes their superior total shareholder return (TSR) and operational performance, including over $400 million in dispositions of underperforming assets during the pandemic. The company highlights that current nominees Robert G. Adams and James R. Jobe possess critical industry experience, while L&B's nominees lack relevant operational experience. NHI points to recent governance improvements, including adding 5 new independent directors in 5 years and forming a Special Committee for NHC lease negotiations. The company urges shareholders to vote "FOR" NHI's director nominees on the WHITE proxy card at the upcoming May 21, 2025 Annual Meeting.
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National Health Investors (NYSE: NHI) announced on May 5, 2025 that it has released an investor update, which can be accessed through their investor relations website. The update is available at https://investors.nhireit.com/News/presentations-and-webcasts/default.aspx. No specific details about the contents of the update were provided in the press release.
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National Health Investors (NYSE:NHI) has declared its second quarter dividend for 2025. The company will distribute a dividend of $0.90 per common share to shareholders. The dividend will be paid on August 1, 2025, to stockholders who are on record as of June 30, 2025.

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National Health Investors (NYSE:NHI) reported strong Q1 2025 results with net income per diluted share of $0.74, up from $0.71 year-over-year. The company increased its 2025 guidance, with NAREIT FFO now projected at $4.64-$4.70 per share. Key Q1 highlights include: • Rental income up 10.7% ($6.7M increase) • SHOP segment NOI of $3.1M, up 4.9% YoY • Normalized FAD increased to $56.0M from $51.0M Notable portfolio activity includes $174.9M in year-to-date investments at an 8.2% average initial yield, with a pipeline of approximately $264.0M. Major acquisitions include a $46.3M assisted living facility in New Jersey and a $63.5M portfolio of six memory care communities in Nebraska. The company maintains a strong balance sheet with $1.3B in net debt and investment-grade ratings. Occupancy rates remain stable across properties, with SHOP facilities at 88.9% as of March 2025.
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National Health Investors (NYSE:NHI) has announced a change in the timing of its first quarter 2025 earnings conference call and webcast. The event has been rescheduled from 11:00 a.m. to 10:00 a.m. Eastern Time on Tuesday, May 6, 2025. The company will release its earnings report after market close on Monday, May 5, 2025.

Investors can participate in the interactive teleconference by calling (888) 506-0062 with access code 111859. A live broadcast will be available online at www.nhireit.com and through the company's webcasting platform, with an online replay remaining accessible for one year after the event.

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National Health Investors (NYSE:NHI) has mailed a letter to stockholders ahead of its May 21, 2025 Annual Meeting, urging them to vote 'FOR' four Board nominees on the WHITE proxy card. The letter highlights NHI's superior shareholder returns, with the company outperforming key REIT indices over 1-year, 3-year, and 5-year periods through December 31, 2024.

The company has significantly refreshed its Board since May 2020, adding six new members and increasing Board diversity from 0% to 37.5%. Notable achievements include reducing average tenure from 21 to 7 years and appointing new committee chairs. A Special Committee of Non-Interested Directors has been formed to oversee lease negotiations with National Healthcare (NHC), which represents 14% of NHI's 2024 NOI.

The letter addresses Land & Buildings' (L&B) proxy contest, which owns 1.3% of shares and nominated candidates to replace two board members. NHI's Board argues that L&B's candidates do not add value to the current Board's skill sets and that L&B has not proposed substantive ideas for improvement.

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FAQ

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

The current stock price of National Health Investors (NHI) is $73.24 as of August 18, 2026.

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

The market cap of National Health Investors (NHI) is approximately 3.6B.