National Health Investors, Inc. (NHI) filings document the disclosures of a self-managed healthcare and senior housing REIT. Its regulatory record includes Form 8-K reports for investor presentations, supplemental financial information, material events, executive-transition governance matters and equity distribution agreements, along with registration materials tied to common stock offerings.
Proxy materials cover board matters, executive compensation and shareholder voting topics. NHI filings also describe its Real Estate Investments and SHOP segments, capital structure, NYSE-listed common stock, lease and interest-income exposures, development and construction risks, tenant, manager and borrower performance, environmental matters and other risk factors affecting senior housing and medical facility investments.
National Health Investors Inc. is the issuer for which Vanguard Portfolio Management reported beneficial ownership of 4,804,502 common shares, or 9.78% of the class, as of September 30, 2026. The reported position includes securities attributed to Vanguard Portfolio Management LLC and the named affiliates Vanguard Fiduciary Trust Company and Vanguard Global Advisers, LLC. Vanguard reported sole dispositive power over 4,804,502 shares and sole voting power over 20,148 shares; shared voting and dispositive power were each 0.
National Health Investors, Inc. (NHI) entered into a Change in Control Severance Agreement with executive Christian Maingot, effective August 27, 2026. If Maingot’s employment is terminated by NHI without “Cause” or by Maingot for “Good Reason” within two years after a “Change in Control,” or without “Cause” within 30 days before a Change in Control, and he signs a release, he becomes eligible for severance benefits.
The agreement provides a lump sum of 2.0 times the average of his base salary and bonus over the most recent two calendar years, a lump sum bonus equal to the greater of his target bonus or a pro-rated actual bonus, 18 months of COBRA coverage for him and dependents, and accelerated vesting of time-based equity awards. It also imposes non-compete and non-solicitation restrictions during employment and for 12 months after if severance is paid, along with ongoing confidentiality obligations. Payments may be reduced to avoid the excise tax under Section 4999 of the Internal Revenue Code if doing so increases Maingot’s net after-tax proceeds.
Charles Schwab Corp. has filed a notice of proposed sale of its Common Stock under Form 144. The filing lists common shares with an aggregate market value of $2,401,490.00 and a quantity of 49,110,434, with an approximate sale date of August 17, 2026 on the NYSE.
The notice also describes the historical sources of these securities, including multiple Restricted Stock Awards, Restricted Stock Options, an Open Market Purchase of 500 shares on February 22, 2018, and several small Dividend Reinvestment acquisitions dating back to 2016.
National Health Investors, Inc. reported that on August 10, 2026 it made available an investor presentation and issued a press release describing that update. Both materials relate to a Q2 2026 business update and are accessible through the company’s website and as referenced exhibits.
The company clarifies that these materials are furnished under Regulation FD and are not deemed filed for purposes of certain Exchange Act liabilities or automatically incorporated into other securities law reports. The press release also reiterates that NHI is a self-managed real estate investment trust focused on senior housing and medical facilities, and includes extensive forward-looking statement language directing investors to risk factor disclosures in its 2025 Annual Report and Q2 2026 Quarterly Report.
National Health Investors, Inc. furnishes supplemental information for the quarter ended June 30, 2026, detailing its senior housing and healthcare real estate portfolio and capital structure. The company operates as a self-managed REIT with two reportable segments: Real Estate Investments and Senior Housing Operating Portfolio (SHOP).
Based on contracts in place at June 30, 2026, annualized adjusted NOI is $289.0 million, with Real Estate Investments contributing annualized adjusted NOI of $244.9 million and annualized cash lease revenue of $225.0 million. The portfolio mix by annualized adjusted NOI is senior housing need-driven 38.3%, senior housing discretionary 25.7%, skilled nursing/hospital 18.8%, SHOP 15.3%, and other 1.9%.
The materials outline lease maturities, including $59.249 million of annualized cash rent maturing in 2031 and $82.580 million thereafter, and describe a capital structure featuring unsecured notes, bank debt, and selected covenants. Non-GAAP measures such as Adjusted EBITDA, Adjusted NOI, FFO, and Normalized FAD are defined and reconciled.
National Health Investors, Inc. reported strong second quarter 2026 results, with net income attributable to common stockholders per diluted share rising 45.6% to $1.15 from $0.79 a year earlier, helped by $22.0 million of gains on real estate dispositions. For the first half of 2026, diluted EPS rose to $1.97 from $1.53.
NAREIT FFO per diluted share was $1.19 for both second quarters 2026 and 2025, while Normalized FFO per diluted share dipped to $1.19 from $1.22. Normalized FAD increased to $61.6 million from $56.0 million. SHOP segment NOI for the quarter expanded to $11.0 million from $3.8 million, driven by acquisitions and property transitions, while Same Store SHOP NOI declined modestly. The company completed and agreed to major portfolio transactions, including the $560.0 million sale of a 35‑property NHC skilled nursing and independent living portfolio, expected to generate an approximate $541.6 million gain and support Section 1031 exchanges into new senior housing investments.
As of June 30, 2026, consolidated net debt was $1.2 billion with a net debt to adjusted EBITDA ratio of 4.1x, within the stated 3.5x–4.5x target range, and the company remained in compliance with debt covenants. The board increased the quarterly dividend to $0.94 per share from $0.92. Full‑year 2026 guidance calls for net income attributable to common stockholders of $703.0–$705.2 million, NAREIT and Normalized FFO of $232.3–$234.9 million, and FAD of $240.6–$243.7 million, assuming approximately $665 million of disposition proceeds and $180 million of unidentified new investments.
National Health Investors, Inc., a healthcare-focused REIT, reported substantially higher results for the six months ended June 30, 2026, driven by growth in its Senior Housing Operating Portfolio and real estate investment activity. Total revenues rose to $236.4 million from $180.0 million a year earlier, while net income attributable to common stockholders increased to $95.6 million, with diluted EPS of $1.97 versus $1.53.
The company actively recycled capital, completing $229.9 million of property acquisitions and $98.5 million of dispositions in the first half of 2026, and classified 37 additional properties as held for sale, including a 35‑property portfolio leased to National HealthCare Corporation that was sold on July 1, 2026 for $560.0 million. Operating cash flow strengthened to $118.4 million, supporting dividends declared of $1.84 per share for the period and a subsequent quarterly dividend of $0.94 per share declared for payment in November 2026.
On the balance sheet, total assets increased to $3.0 billion and total equity to $1.58 billion. Debt, net, rose to $1.27 billion, including $438.0 million drawn on a $700.0 million unsecured revolving credit facility maturing in 2028 and long‑term unsecured senior notes maturing in 2031 and 2033. The company also renewed its automatic shelf registration and has $500.0 million capacity available under its at‑the‑market equity program.
State Street Corporation reports beneficial ownership of common stock of National Health Investors, Inc.. The filing lists beneficial ownership of 2,735,937 shares of common stock, representing 5.6% of the class as of June 30, 2026.
State Street reports no sole voting or dispositive power. It has shared voting power over 2,454,990 shares and shared dispositive power over 2,735,937 shares through affiliated investment adviser subsidiaries, including SSGA Funds Management, Inc. and various State Street Global Advisors entities.
Maingot Christian Ken reported acquisition or exercise transactions in this Form 4 filing.
NATIONAL HEALTH INVESTORS INC reported that Chief Operating Officer Christian Ken Maingot received a grant of 2,370 shares of restricted common stock on July 27, 2026. The award vests in three equal annual installments beginning July 27, 2027, subject to his continued service, and brings his direct holdings to 2,370 shares.
National Health Investors Inc lists Chief Operating Officer Christian Ken Maingot as a reporting person in an initial statement of beneficial ownership. The report identifies his officer role but does not list any reportable non-derivative or derivative securities, creating a baseline for any future insider ownership reporting.