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National Health Investors CEO and President D. Eric Mendelsohn reported a routine tax-withholding transaction related to equity compensation. On May 5, 2026, 394 shares of Common Stock were withheld by the company at $73.09 per share to cover tax obligations on vesting restricted stock. After this non-market disposition, he directly holds 131,816 shares of National Health Investors common stock.
NATIONAL HEALTH INVESTORS INC senior vice president and chief accounting officer David L. Travis reported a routine tax-related share disposition. On May 5, 2026, the issuer withheld 282 shares of common stock at $73.09 per share to cover tax obligations from vesting restricted stock. After this withholding, Travis directly held 40,565 common shares, indicating the transaction affected only a small portion of his overall position and did not involve an open-market sale.
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.
National Health Investors, Inc. (NHI) furnished a Q1 2026 supplemental information package describing its portfolio, cash flows and leverage for the quarter ended March 31, 2026.
The disclosure shows a diversified real estate platform across senior housing and skilled nursing. Based on annualized adjusted net operating income of $322.3 million for contracts in place at March 31, 2026, NHI’s mix includes need‑driven and discretionary senior housing, a senior housing operating portfolio (SHOP), and skilled nursing and hospital assets.
Within this, real estate investments generate annualized adjusted NOI of $286.8 million, while annualized cash lease revenue is $267.3 million. Lease expirations are staggered, with 29.3% of annualized cash rent scheduled after the “thereafter” bucket, helping spread renewal risk over many years. The capital stack is primarily unsecured, with 66.2% of debt fixed‑rate and 33.8% variable‑rate, supporting interest cost visibility.
National Health Investors, Inc. reported stronger first quarter 2026 results while updating its full-year outlook and detailing major portfolio recycling. Diluted net income per common share rose 10.8% to $0.82, from $0.74 a year earlier, helped by $2.6 million of gains on property sales.
NAREIT FFO per diluted share increased 7.9% to $1.23, and Normalized FAD rose 11.6% to $62.5 million. Growth was driven by higher rental income from acquisitions and improved contribution from the expanding SHOP segment, partially offset by lower interest income and higher depreciation and expenses.
The company highlighted a pending sale of its entire NHC leased portfolio for $560.0 million in net cash, expected to close July 1, 2026, and recent acquisitions totaling over $212.4 million in senior housing investments. NHI updated 2026 guidance, lowering NAREIT and Normalized FFO per diluted share to $4.74–$4.79 and FAD to $240.6–$243.7 million, reflecting significant planned dispositions and reinvestment activity.
National Health Investors, Inc. reported stronger quarterly results, with total revenues rising to $115.1 million from $89.3 million and diluted EPS increasing to $0.82 from $0.74. Growth was driven by higher rental income and a sharp jump in SHOP segment resident fees and services to $37.1 million.
The company deployed significant capital, acquiring nine assisted living facilities for about $105.5 million while selling one senior living campus for $6.7 million. It also signed a purchase and sale agreement to dispose of its entire NHC leased portfolio for $560.0 million in cash, subject to closing conditions.
Total assets reached $2.89 billion and debt, net, was $1.27 billion, with $309.0 million outstanding on the $700.0 million revolving credit facility. Operating cash flow improved to $53.4 million, supporting dividends, including a $0.92 per share dividend declared for payment in August 2026.
National Health Investors Inc ownership disclosure: Vanguard Capital Management reports beneficial ownership of 2,475,671 shares of Common Stock, representing 5.11% of the class. The filing states Vanguard has sole dispositive power over 2,475,671 shares and sole voting power over 391,051 shares. The ownership reflects holdings managed across Vanguard affiliates and funds and was signed April 30, 2026.
National Health Investors Inc reported that Vanguard Portfolio Management beneficially owned 4,165,449 shares of Common Stock, representing 8.6% of the class as of 03/31/2026. The filing states Vanguard Portfolio Management has sole dispositive power over 4,165,449 shares and sole voting power over 23,233 shares. The Schedule 13G was signed on 04/29/2026 by Ashley Grim.
National Health Investors, Inc. announced a planned chief financial officer transition. John L. Spaid, Executive Vice President of Finance, Chief Financial Officer and Treasurer, will retire effective July 1, 2026, and his retirement is stated not to result from any disagreement with the company.
Todd Siefert, 52, will join as Executive Vice President Corporate Finance on June 1, 2026 and become Chief Financial Officer upon Mr. Spaid’s retirement. Siefert brings more than 25 years of corporate finance and capital markets experience, including senior roles at publicly traded REITs and responsibility for over $8.0 billion in capital markets transactions.
Siefert’s compensation includes a $500,000 annual base salary, a prorated 2026 cash incentive with a maximum of $490,000, and a prorated 2026 equity award with an aggregate target value of $437,500, split equally between time-based restricted stock and performance-based restricted stock units. He will also receive a $100,000 signing bonus and a one-time option grant for 50,000 shares vesting over two years.
A Transition Agreement and General Release with Mr. Spaid provides for vesting of certain restricted stock, continued vesting and exercisability of all outstanding options, medical premium payments through December 31, 2026 if elected, a prorated 2026 bonus, and a six-month non-compete and non-solicitation period following retirement.
National Health Investors, Inc. amended a prior current report to correct the date it entered into a Purchase and Sale Agreement with National HealthCare Corporation affiliates and reaffirm details of a major asset sale.
The company agreed to sell 32 skilled nursing facilities and three independent living facilities for $560 million, payable at closing. NHC currently leases these 35 properties under a master lease and will acquire the real estate on an “as is, where is” basis, assuming risk of loss before closing. The purchaser must post a $5 million initial deposit and an additional $15 million after a review period, while NHI will post a $20 million seller liquidated damages deposit, all subject to detailed termination and refund provisions.
The transaction is expected to close in the third quarter of 2026, with the press release indicating an anticipated closing around July 1, 2026, subject to customary conditions including antitrust clearance and no financing contingencies. NHI’s investor materials state that the sale is intended to strengthen its balance sheet, reduce skilled nursing exposure, increase its focus on private-pay senior housing, and lower net debt-to-annualized EBITDA to about 2.3x with approximately $1.4 billion of available liquidity. The 35 properties generated about $39.7 million of cash lease revenue in 2025, and NHI expects to use net proceeds to repay debt and fund new investments, potentially including tax-deferred Section 1031 exchanges.