8-K ·Filed May 4, 2026
8-K context-dependent: Items 7.01
Actionable Insight • Neutral
No immediate trading action warranted. Monitor future filings for any changes in guidance or material events.
Final — all horizons settled through T+60d ⚠ clustered
NHI ▲ +4.08% at T+60d
NEUTRAL call +4.08% · α vs SPY +1.34% · entry $73.09 → $76.07
T+1d
+1.11%
call +1.11% · α -0.28%
$73.90
settled 6mo ago
T+5d
+1.83%
call +1.83% · α -0.15%
$74.43
settled 6mo ago
T+20d
-2.71%
call -2.71% · α -7.66%
$71.11
settled 5mo ago
T+60d
+4.08%
call +4.08% · α +1.34%
$76.07
settled 3mo ago
Price Chart
Loading chart...
Executive Summary
National Health Investors filed its Q1 2026 supplemental, reporting annualized adjusted NOI of $322.3M and annualized cash lease revenue of $267.3M. The filing is a routine operational update with no material surprises.
Key Facts
- Annualized adjusted NOI of $322.3 million as of March 31, 2026
- Annualized cash lease revenue of $267.3 million
- Real Estate Investments segment Q1 2026 adjusted NOI of $75.2 million, annualized $286.8 million
- SHOP segment data included but detailed numbers not fully extracted from images
Financial Impact
No material financial surprise; routine operational update
Market Snapshot
Exchange
NYSE
Sector
Real Estate Investment Trusts
Analyst Consensus
67% bullish (12 analysts)
Investment Themes
Real Estate
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000877860-26-000137 |
| Document: nhi-20260504.htm | 0000877860-26-000137 |
| Document: 0000877860-26-000137-index-headers.html | 0000877860-26-000137 |
| Document: 0000877860-26-000137-index.html | 0000877860-26-000137 |
| Document: 0000877860-26-000137.txt | 0000877860-26-000137 |
12 reports for NHI
Track record builds as more directional reports settle.
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 1, 2026 26d ago | Press Release | $65.08 | awaiting T+20 | — | $66.50 (+2.18%) |
Aug 10, 2026 11w ago | 8-K | $69.95 $70.19 | ▲ +0.34% | ▲ +1.40% | $66.50 (−4.93%) |
Aug 10, 2026 11w ago | 8-K | $69.95 $70.19 | ▲ +0.34% | ▲ +1.40% | $66.50 (−4.93%) |
Aug 10, 2026 11w ago | 8-K | $69.95 $70.19 | ▼ −0.34% | ▼ −1.40% | $66.50 (+4.93%) |
Aug 10, 2026 11w ago | Press Release | $69.95 $70.19 | ▲ +0.34% | ▲ +1.40% | $66.50 (−4.93%) |
Aug 10, 2026 11w ago | Press Release | $69.95 $70.19 | ▲ +0.34% | ▲ +1.40% | $66.50 (−4.93%) |
Jul 27, 2026 13w ago | 8-K | $79.28 $73.07 | ▼ −7.83% | ▼ −11.13% | $66.50 (−16.12%) |
Jul 15, 2026 14w ago | Press Release | $79.14 $71.27 | ▼ −9.94% | ▼ −13.56% | $66.50 (−15.97%) |
May 4, 2026 25w ago | 8-K | $73.09 $71.11 | ▼ −2.71% | ▼ −7.66% | $66.50 (−9.02%) |
May 4, 2026 25w ago | 8-K | $73.09 $71.11 | ▼ −2.71% | ▼ −7.66% | $66.50 (−9.02%) |
Showing 10 of 12
US Market Status
Market Open — Closes in 39m
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers