National Health Investors (NYSE: NHI) issues Q1 2026 investor update
Rhea-AI Filing Summary
National Health Investors, Inc. furnished an investor presentation and related press release on May 4, 2026 to provide a Q1 2026 business update under Regulation FD. These materials are available on the company’s website and are included as Exhibits 99.1 and 99.2.
The company is a self-managed real estate investment trust (REIT) focused on senior housing communities and medical facilities. It operates through two reportable segments, Real Estate Investments and SHOP, spanning independent and assisted living, entrance-fee communities, senior campuses, skilled nursing facilities and hospitals.
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8-K Event Classification
2 items: 7.01, 9.01
2 items
Item 7.01
Regulation FD Disclosure
Disclosure
Material non-public information disclosed under Regulation Fair Disclosure, often investor presentations or guidance.
Item 9.01
Financial Statements and Exhibits
Exhibits
Financial statements, pro forma financial information, and exhibit attachments filed with this report.
Key Terms
Regulation FD, real estate investment trust, forward-looking statements, Risk Factors, +1 more
5 terms
Regulation FD regulatory
"Item 7.01. Regulation FD Disclosure. On May 4, 2026, the Company furnished an investor presentation"
Regulation FD is a rule that prevents company insiders, like executives, from sharing important information with some people before others get it. It matters because it helps ensure all investors have equal access to key news, making the stock market fairer and reducing chances of insider trading.
real estate investment trust financial
"is a self-managed real estate investment trust (“REIT”). The Company owns, leases, operates and finances"
A real estate investment trust (REIT) is a company that owns and manages income-producing properties—like apartment buildings, shopping centers, offices, or warehouses—and is required to pass most of its rental income to shareholders as dividends. Think of it as a shared property owner: instead of buying a whole building, investors buy a slice of a portfolio that pays regular income and can offer exposure to property values and rental markets without direct management. REITs matter to investors for predictable income, diversification, and liquidity compared with owning physical real estate.
forward-looking statements regulatory
"This press release includes forward-looking statements within the meaning of Section 27A of the Securities Act"
Forward-looking statements are predictions or plans that companies share about what they expect to happen in the future, like estimating sales or profits. They matter because they help investors understand a company's outlook, but since they are based on guesses and assumptions, they can sometimes be wrong.
Risk Factors regulatory
"risks and uncertainties which are described under the heading “Risk Factors” in Item 1A in the Company’s Annual Report"
Risk factors are elements or conditions that could cause an investment's value to decrease or lead to potential losses. They are like warning signs or obstacles that can affect the success of an investment, making it uncertain or more unpredictable. Recognizing risk factors helps investors understand the possible challenges and make more informed decisions.
SHOP financial
"The Company operates through two reportable segments: Real Estate Investments and SHOP."
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What did National Health Investors (NHI) disclose in this May 4, 2026 filing?
National Health Investors furnished an investor presentation and a press release providing a Q1 2026 business update. These materials were shared under Regulation FD, are attached as Exhibits 99.1 and 99.2, and are also accessible through the company’s investor relations website.
Where can investors find the new NHI investor update and Q1 2026 presentation?
The investor update and Q1 2026 business update presentation are available as Exhibits 99.1 and 99.2 to the filing. National Health Investors also hosts these materials on its investor relations webpage at investors.nhireit.com under presentations and webcasts.
What type of business does National Health Investors (NHI) operate?
National Health Investors is a self-managed real estate investment trust focused on healthcare-related properties. It owns, leases, operates and finances senior housing communities and medical facilities, including independent and assisted living, skilled nursing facilities, hospitals and related senior living campuses across two operating segments.
What are NHI’s two reportable segments mentioned in the investor update?
National Health Investors reports results through two segments: Real Estate Investments and SHOP. Real Estate Investments covers owned and leased properties, while the SHOP segment involves senior housing operating properties where NHI has a more direct operational role in property performance.
How does NHI describe forward-looking statements in this investor update filing?
NHI states that forward-looking statements cover expectations for financial position, operations, dividends, financing, acquisitions, dispositions and REIT status. These statements involve risks and uncertainties described in its Form 10-K for 2025 and Form 10-Q for the quarter ended March 31, 2026.
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 8-K
CURRENT REPORT
Pursuant to Section 13 or 15(d) of the
Securities Exchange Act of 1934
Date of Report (Date of Earliest Reported): May 4, 2026
(Exact name of registrant as specified in its charter)
| (State or other jurisdiction of incorporation) | (Commission File Number) | (IRS Employer Identification No.) | ||||||||||||
(Address of principal executive offices)
(615 ) 890-9100
(Registrant's telephone number, including area code)
Not Applicable
(Former name, former address and former fiscal year,
if changed since last report)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):
| Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425) | |||||
| Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12) | |||||
| Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)) | |||||
| Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c) | |||||
Securities registered pursuant to Section 12(b) of the Act:
| Title of each Class | Trading Symbol(s) | Name of each exchange on which registered | |||||||||||||||
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).
Emerging growth company ☐
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐
Item 7.01. Regulation FD Disclosure.
On May 4, 2026, the Company furnished an investor presentation, which is also contained on its website (www.nhireit.com), and issued a press release regarding the investor presentation. See Exhibit 99.1 and Exhibit 99.2 to this Current Report on Form 8-K.
The information contained in this Item 7.01, including Exhibit 99.1 and Exhibit 99.2, shall not be deemed to be “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of such section, nor shall such information or exhibit be deemed incorporated by reference into any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as may be expressly set forth by specific reference in such filing.
Item 9.01. Financial Statements and Exhibits.
| Exhibit Index | |||||
| Number | Exhibit | ||||
| 99.1 | Press Release Titled "NHI Issues Investor Update" dated May 4, 2026, in HTML format | ||||
| 99.2 | Presentation Titled "Q1 2026 Business Update" dated May 4, 2026, in HTML format | ||||
| 104 | Cover Page Interactive Data File (formatted as inline XBRL and contained in Exhibit 101). | ||||
SIGNATURE
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned thereunto duly authorized.
NATIONAL HEALTH INVESTORS, INC.
By: /s/ John L. Spaid
Name: John L. Spaid
Title: Principal Financial Officer
Date: May 4, 2026
Exhibit 99.1
Contact: Dana Hambly, Senior Vice President, Finance
Phone: (615) 890-9100
NHI Issues Investor Update
MURFREESBORO, Tenn.-- (May 4, 2026) -- National Health Investors, Inc. (NYSE: NHI) has issued the following investor update which can be found at:
https://investors.nhireit.com/News/presentations-and-webcasts/default.aspx
About National Health Investors, Inc.
National Health Investors, Inc. (NYSE: NHI), established in 1991 as a Maryland corporation, is a self-managed real estate investment trust (“REIT”). The Company owns, leases, operates and finances the development of high-quality real estate properties, focusing on senior housing communities and medical facilities. The Company operates through two reportable segments: Real Estate Investments and SHOP. The Company’s investments in real estate properties include independent living facilities, assisted living facilities, entrance-fee communities, senior living campuses, skilled nursing facilities and hospitals. For more information, visit www.nhireit.com.
Forward-Looking Statements
This press release includes forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. All statements regarding the Company’s expected future financial positions, results of operations, cash flows, funds from operations, dividend and dividend plans, financing opportunities and plans, capital market transactions, business strategy, budgets, projected costs, operating metrics, capital expenditures, competitive positions, acquisitions, investment opportunities, dispositions, acquisition integration, growth opportunities, expected lease income, continued qualification as a REIT, plans and objectives of management for future operations, continued performance improvements, ability to service and refinance debt obligations, ability to finance growth opportunities, and similar statements including, without limitation, those containing words such as “may”, “will”, “should”, “believes”, “anticipates”, “expects”, “intends”, “estimates”, “plans”, “projects”, “target”, “likely” and other similar expressions are forward-looking statements. Forward-looking statements involve known and unknown risks and uncertainties that may cause the actual results in future periods to differ materially from those projected or contemplated in the forward-looking statements. Such risks and uncertainties include those risks and uncertainties which are described under the heading “Risk Factors” in Item 1A in the Company’s Annual Report on Form 10-K for the year ended December 31, 2025 and Quarterly Report on Form 10-Q for the quarter ended March 31, 2026. Many of these factors are beyond the control of the Company and its management. The Company assumes no obligation to update any forward-looking statements, except as required by law, and these statements speak only as of the date on which they are made. Investors are urged to carefully review and consider the various disclosures made by the Company in its periodic reports filed with the Securities and Exchange Commission, including the risk factors and other information in the above referenced Annual Report on Form 10-K and Quarterly Report on Form 10-Q. Copies of these filings are available at no cost on the SEC’s web site at https://www.sec.gov or on the Company’s website at www.nhireit.com.
Exhibit 99.2
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