National Health Investors SEC Filings

National Health Investors (NHI) furnished its Supplemental Information for the quarter ended September 30, 2025 under Regulation FD via an 8‑K.

The materials are provided as Exhibit 99.1, dated November 6, 2025, and are also available on the company’s website. The filing lists this exhibit under Item 7.01 and includes a standard exhibit index in Item 9.01.

National Health Investors (NHI) filed its Q3 2025 10‑Q, showing higher quarterly profits and active portfolio repositioning. Total revenue was $89.8M vs $82.9M a year ago, driven by rental income of $62.2M, resident fees of $21.2M, and interest and other of $6.5M. Net income was $32.5M and diluted EPS was $0.69, up from $0.65. For the first nine months, revenue reached $269.8M and net income $103.0M.

Year to date, NHI closed $139.6M of acquisitions across senior housing communities, and subsequently added a $74.3M SHOP portfolio on Oct 1, 2025 and a $52.5M CCRC leased back to Senior Living on Oct 31, 2025. The quarter included transitions of seven Discovery‑affiliated properties into the SHOP segment and related straight‑line rent write‑offs reflected in rental income adjustments.

Cash from operations was $168.8M year to date, ending cash was $81.6M. Debt, net, was $1.11B, with activity including $346.2M of senior notes issued, substantial revolver and term loan repayments, and $134.9M of common equity issued. NHI declared a quarterly dividend of $0.92 per share. Shares outstanding were 47,638,502 as of Oct 31, 2025. Future minimum lease payments totaled $1.90B.

National Health Investors (NHI) insider filings show option exercises and open-market transactions by Travis David L. The filing reports two acquisitions of 11,666 and 11,334 shares of common stock on 09/23/2025 at a reported price of $69.20 each, and a disposition of 20,765 shares on 09/23/2025 at $80.06 per share. Following the reported non-derivative transactions, the filing lists beneficial ownership totals of 33,221, 44,555, and 23,790 shares in the respective reported lines. The Form 4 also discloses detailed option holdings and exercisable schedules, including multiple tranches with exercise prices ranging from $53.41 to $73.34 and expiration dates through 2030, and shows that several option exercises on 09/23/2025 resulted in zero remaining derivative securities for those specific grants. The report is signed by the reporting person on 09/24/2025.

National Health Investors, Inc. (NHI) is selling $350.0 million of notes through a syndicate led by J.P. Morgan and other underwriters, with individual allocations listed totaling $350.0 million. As of June 30, 2025, NHI reported approximately $1,128.0 million of senior unsecured and unsubordinated indebtedness outstanding and stated that, after giving effect to this offering and intended use of proceeds, it would have no secured indebtedness and $1,135.3 million of senior unsecured and unsubordinated indebtedness on a consolidated basis. The prospectus supplement describes customary note features including redemption at 100% of principal on or after the Par Call Date plus accrued interest, and covenants requiring maintenance of total unencumbered assets of at least 150% of total unsecured indebtedness (subject to exceptions). The document summarizes portfolio exposures and receivables: a portfolio of triple-net leases to senior housing and skilled nursing tenants, and mortgages/notes receivable of $270.4 million net of allowance considerations as of June 30, 2025. The supplement cross-references NHI’s SEC filings for risk factors, financial statements and additional disclosures.

National Health Investors, Inc. discloses terms and portfolio metrics related to a debt securities offering and its capital structure. As of June 30, 2025, the company reported $270.4 million of mortgages and notes receivable (excluding a $17.5 million allowance for expected credit losses) and stated it had no secured indebtedness and approximately $1,128 million of senior unsecured and unsubordinated indebtedness on a consolidated basis. The prospectus supplement describes covenant terms including a requirement to maintain total unencumbered assets of at least 150% of total unsecured indebtedness, redemption mechanics for the notes, and credit facilities with a $700 million committed revolving capacity, letters of credit and swingline capacity of up to $30 million each and facility fees between 0.125% and 0.30%. The document also summarizes tax and REIT qualification rules and withholding obligations for non-U.S. holders.

National Health Investors, Inc. filing provides exhibit and organizational detail for a registration on Form S-3, listing numerous subsidiary and property-holding entities across many states and confirming corporate governance documents and indemnification provisions. The filing references amended articles and bylaws, multiple indentures and supplemental indentures for debt securities (including a January 26, 2021 indenture and a July 7, 2025 third supplemental indenture), and legal and tax opinions from Hogan Lovells US LLP and consent from BDO USA, LLP. It describes statutory and contractual indemnification frameworks for directors, officers, general partners and managers under Maryland, Delaware, South Carolina, Idaho and other state laws, and incorporates forms for equity, debt, preferred stock, warrants and units as exhibits.