National Health Investors Inc is a self-managed REIT that owns, leases, operates, and finances the development of senior housing communities and medical facilities. It operates through two segments: Real Estate Investments and Senior Housing Operating Portfolio (SHOP). The Real Estate Investments segment, which generates the majority of revenue, includes real estate leases, mortgages, and other notes receivable related to independent living facilities, assisted living facilities, entrance fee communities, senior living campuses, skilled nursing facilities, and a hospital. The SHOP segment consists of ventures that own and operate independent living facilities. The company's revenues are derived from rental income, interest and other income, and resident fees and services.
LTC Properties, Inc.
CareTrust REIT, Inc
Sabra Healthcare REIT, Inc.
Ventas, Inc.
Omega Healthcare Investors Inc.
Four Corners Property Trust, Inc.
Welltower Inc.
Universal Health Realty Income Trust
NNN REIT, Inc.
The chart shows the growth of an initial investment of $10,000 in National Health Investors, comparing it to the performance of the S&P 500 index.
All prices have been adjusted for splits and dividends.
National Health Investors (NHI) has returned 9.54% so far this year and 19.36% over the past 12 months. Looking at the last ten years, NHI has achieved an annualized return of 2.25%, underperforming the Benchmark (SPY), which averaged 12.23% per year.
The table below presents the monthly returns of National Health Investors (NHI) with color gradation from worst to best to easily spot seasonal factors.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 8.17% | 2.62% | -3.86% | 3.20% | ||||||||
| 2025 | -1.10% | 6.73% | 3.37% | 2.67% | -3.76% | -2.67% | -0.56% | 10.88% | 2.21% | -7.08% | 7.41% | -3.29% |
| 2024 | -4.44% | 8.31% | 9.67% | 0.30% | 4.42% | 2.31% | 11.53% | 8.16% | 3.74% | -7.89% | -0.61% | -9.59% |
| 2023 | 10.79% | -6.24% | -5.82% | -3.36% | 4.85% | 0.34% | 4.75% | -6.92% | -0.35% | -2.02% | 8.15% | 2.72% |
| 2022 | 0.52% | -7.34% | 10.38% | -12.66% | 14.15% | 2.68% | 7.28% | 1.39% | -13.26% | -1.19% | -0.27% | -7.59% |
| 2021 | -6.30% | 5.03% | 3.76% | 0.98% | -10.72% | 1.51% | 1.91% | -12.47% | -10.91% | 0.22% | -2.90% | 8.62% |
| 2020 | 3.19% | -3.39% | -39.48% | 19.00% | 4.70% | 9.23% | 1.97% | 0.83% | -2.17% | -7.05% | 14.77% | 5.91% |
| 2019 | 11.00% | -6.47% | 0.51% | -4.01% | 3.61% | -1.35% | 1.39% | 4.08% | -0.83% | 4.22% | -5.56% | 0.59% |
| 2018 | -6.64% | -8.05% | 4.46% | 1.41% | 8.08% | -0.28% | 1.63% | 6.69% | -4.35% | -2.92% | 5.92% | -3.34% |
| 2017 | -0.75% | 2.26% | -3.64% | 0.79% | 2.93% | 4.98% | -2.87% | 3.54% | -3.78% | -1.44% | 2.05% | -3.72% |
| 2016 | 2.56% | 2.05% | 7.95% | 4.31% | 2.32% | -2.52% | -3.23% | -5.98% | 5.50% |
The charts below present risk-adjusted performance metrics for National Health Investors (NHI) and compare them to a Benchmark (SPY). These indicators evaluate an investment's returns against its associated risks.
The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.
These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns.
The chart below shows the rolling Sharpe ratio of NHI compared to the benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.
The current National Health Investors volatility is 1.18%, representing the standart deviation of percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
The Drawdowns chart displays portfolio losses from any high point along the way. It shows the maximum percentage drop from a peak to a trough over a specified period, indicating the risk of significant losses.
Although chart shows positive values, it represents the percentage drop from the peak, so a value of 10% means the portfolio has dropped 10% from its highest point.
The income statement provides a summary of a company's revenues, expenses, and profits over a specific period. It shows how much money the company earned (revenues) and how much it spent (expenses), leading to the net income or profit. This statement is crucial for understanding a company's financial performance and profitability.
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Liabilities And Equity (USD) | 2.80B | 2.61B | 2.49B | 2.51B | 2.84B | 3.12B | 3.04B | 2.75B | 2.55B | 2.40B | 2.15B | 1.98B | 1.46B | 579.56M | 509.34M |
| Temporary Equity (USD) | 10.20M | 9.79M | 9.66M | 9.83M | - | - | - | - | - | - | - | - | - | - | - |
| Equity Attributable To Parent (USD) | 1.52B | 1.37B | 1.25B | 1.27B | 1.51B | 1.51B | 1.50B | 1.39B | 1.32B | 1.21B | 1.13B | 1.04B | 766.55M | 443.49M | 442.50M |
| Equity Attributable To Noncontrolling Interest (USD) | 8.17M | 8.91M | 10.44M | 9.86M | 9.90M | 10.71M | 621.00K | - | - | - | 9.17M | 10.01M | 10.61M | - | - |
| Equity (USD) | 1.53B | 1.38B | 1.26B | 1.28B | 1.52B | 1.52B | 1.50B | 1.39B | 1.32B | 1.21B | 1.14B | 1.05B | 777.16M | 443.49M | 442.50M |
| Redeemable Noncontrolling Interest (USD) | 10.20M | 9.79M | 9.66M | 9.83M | - | - | - | - | - | - | - | - | - | - | - |
| Long-term Debt (USD) | - | - | - | - | - | - | - | - | - | 1.13B | - | - | 80.08M | - | - |
| Noncurrent Liabilities (USD) | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Current Liabilities (USD) | 1.26B | 1.23B | 1.21B | 1.22B | 1.32B | 1.60B | 1.54B | 1.36B | 1.22B | 1.19B | 1.00B | 933.03M | 678.66M | 136.08M | 66.84M |
| Liabilities (USD) | 1.26B | 1.23B | 1.21B | 1.22B | 1.32B | 1.60B | 1.54B | 1.36B | 1.22B | 1.19B | 1.00B | 933.03M | 678.66M | 136.08M | 66.84M |
| Fixed Assets (USD) | 2.47B | 2.21B | 2.11B | - | - | - | - | - | - | - | - | - | - | - | - |
| Noncurrent Assets (USD) | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Current Assets (USD) | 2.80B | 2.61B | 2.49B | 2.51B | 2.84B | 3.12B | 3.04B | 2.75B | 2.55B | 2.40B | 2.15B | 1.98B | 1.46B | 579.56M | 509.34M |
| Assets (USD) | 2.80B | 2.61B | 2.49B | 2.51B | 2.84B | 3.12B | 3.04B | 2.75B | 2.55B | 2.40B | 2.15B | 1.98B | 1.46B | 579.56M | 509.34M |
National Health Investors (NHI) has been on a downward trend, losing 10.2% over the past four weeks. However, the stock is now in oversold territory, and there is strong agreement among analysts that the company will report better earnings than previously predicted, indicating a potential turnaround.
Healthpeak Properties, Inc. (DOC) is well-positioned to benefit from its diversified healthcare real estate assets, particularly its lab and continuing care retirement community (CCRC) portfolios. However, it faces competition and challenges from a high-interest rate environment.
Does National Health Investors (NHI) have what it takes to be a top stock pick for momentum investors? Let's find out.
In the latest quarter, 4 analysts provided ratings for National Health Investors (NYSE:NHI), showcasing a mix of bullish and bearish perspectives. The following table encapsulates their recent ratings, offering a glimpse into the evolving sentiments over the past 30 days and comparing them to the preceding months. Bullish Somewhat Bullish Indifferent Somewhat Bearish Bearish Total Ratings 0 3 1 0 0 Last 30D 0 1 0 0 0 1M Ago 0 0 0 0 0 2M Ago 0 0 1 0 0 3M Ago 0 2 0 0 0 Insights from analysts' 12-month price targets are revealed, presenting an average target of $65.0, a high estimate of $69.00, and a low estimate of $58.00. Observing a 7.14% increase, the current average has risen from the previous average price target of $60.67. Investigating Analyst Ratings: An Elaborate Study An in-depth analysis of recent analyst actions unveils how financial experts perceive National Health Investors. The following summary outlines key analysts, their recent evaluations, and adjustments to ratings and price targets. Analyst Analyst Firm Action Taken Rating Current Price Target Prior Price Target James Feldman Wells Fargo Raises Overweight $69.00 $63.00 Michael Lewis Truist Securities Raises Hold $58.00 $55.00 Richard Anderson Wedbush Raises Outperform $66.00 $64.00 Juan Sanabria BMO Capital Announces Outperform $67.00 - Key Insights: Action Taken: Analysts frequently update their recommendations based on evolving market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to National Health Investors. This information provides a ...Full story available on Benzinga.com
While the top- and bottom-line numbers for National Health Investors (NHI) give a sense of how the business performed in the quarter ended March 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Innovative Industrial Properties (IIPR) witnessed a jump in share price last session on above-average trading volume. The latest trend in FFO estimate revisions for the stock doesn't suggest further strength down the road.
Industrial Logistics Properties Trust (ILPT) delivered FFO and revenue surprises of 7.69% and 1.54%, respectively, for the quarter ended March 2024. Do the numbers hold clues to what lies ahead for the stock?
National Health Investors (NYSE:NHI) has been analyzed by 6 analysts in the last three months, revealing a diverse range of perspectives from bullish to bearish. The following table summarizes their recent ratings, shedding light on the changing sentiments within the past 30 days and comparing them to the preceding months. Bullish Somewhat Bullish Indifferent Somewhat Bearish Bearish Total Ratings 1 4 1 0 0 Last 30D 0 0 1 0 0 1M Ago 0 2 0 0 0 2M Ago 0 2 0 0 0 3M Ago 1 0 0 0 0 Analysts have recently evaluated National Health Investors and provided 12-month price targets. The average target is $64.5, accompanied by a high estimate of $69.00 and a low estimate of $58.00. This upward trend is evident, with the current average reflecting a 11.69% increase from the previous average price target of $57.75. Analyzing Analyst Ratings: A Detailed Breakdown In examining recent analyst actions, we gain insights into how financial experts perceive National Health Investors. The following summary outlines key analysts, their recent evaluations, and adjustments to ratings and price targets. Analyst Analyst Firm Action Taken Rating Current Price Target Prior Price Target Michael Lewis Truist Securities Raises Hold $58.00 $55.00 Richard Anderson Wedbush Raises Outperform $66.00 $64.00 Juan Sanabria BMO Capital Announces Outperform $67.00 - Richard Anderson Wedbush Raises Outperform $64.00 $57.00 Connor Siversky Wells Fargo Raises Overweight $63.00 $55.00 Omotayo Okusanya Deutsche Bank Announces Buy $69.00 - Key Insights: Action Taken: Analysts respond to changes in market conditions and company performance, frequently updating their recommendations. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to National Health Investors. This information offers ...Full story available on Benzinga.com
Technology stocks are experiencing surge in investment similar to dot-com boom of the late 90s. Click here for 2 individual bonds which are now easy to purchase.
During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a high dividend payout. Benzinga readers can review the latest analyst takes on their favorite stocks by visiting our Analyst Stock Ratings page. Traders can sort through Benzinga's extensive database of analyst ratings, including by analyst accuracy . Below are the ratings of the most accurate analysts for three high-yielding stocks in the real estate sector. PotlatchDeltic Corporation (NASDAQ: PCH) Dividend Yield: 4.07% RBC Capital analyst Matthew McKellar reiterated a Sector Perform rating with a price ...