NHI
NATIONAL HEALTH INVESTORS INCPrice
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- B Jun 5 1 insider buy $103.3K at $68.84
- B Jun 15 1 insider buy $63.8K at $71.65
- X Jul 15 Short interest falls 44.0% to 2.09M
- X Jul 31 Short interest falls 28.6% to 1.50M
- R Aug 10 NHI reported Q2 2026 Normalized FFO of $1.19 per diluted share, a 2.…
- R Aug 10 NHI reported Q2 2026 Normalized FFO of $1.19/diluted share, missing…
- X Aug 14 Short interest jumps 45.3% to 2.17M
- E Oct 1 M&A: NHI Announces $107.7 Million SHOP Investment
Signal stack
Where each data set points today.
- InsidersBULLISH
2 insiders bought $167.0K at an average $69.89. No open-market sales.
- InstitutionsMIXED
Q2 2026: 22 added (1 new), 25 trimmed or exited. Largest new: Public Sector Pension Investment Board $12.6M.
- AnalystsBULLISH
9 of 13 rate it Buy or better. Median target $80.00 (+17%).
- EstimatesFALLING
Current-quarter EPS estimate $1.960 → $1.510 over 90 days. 0 up, 1 down in 30 days.
- Short sellersBUILDING
Short interest +19.2% to 2.39M shares. 5.4 days to cover, ≈4.9% of shares.
- TrendDOWNTREND
1% below its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| BlackRock, Inc. | ADD | $666.0M |
| STATE STREET CORP | ADD | $211.1M |
| Bank of New York Mellon Corp | DOUBLED | $122.5M |
| JPMORGAN CHASE & CO | TRIM | $32.4M |
| UBS Group AG | DOUBLED | $30.2M |
| PRUDENTIAL FINANCIAL INC | NEAR_EXIT | $19.6M |
| CITADEL ADVISORS LLC | ADD | $13.6M |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | NEW | $12.6M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
13 analystsPrice is inside the target range. Median implies +17%.Targets as of Oct 26, 2026.
| Date | Firm | Rating |
|---|---|---|
| Oct 19, 2026 | Wells Fargo MAINTAIN | Equal-Weight |
| Sep 2, 2026 | Truist Securities MAINTAIN | Buy |
| Sep 1, 2026 | Wells Fargo MAINTAIN | Equal-Weight |
| Jun 25, 2026 | Deutsche Bank MAINTAIN | Hold |
| Jun 15, 2026 | BMO Capital MAINTAIN | Outperform |
| Jun 12, 2026 | Truist Securities MAINTAIN | Buy |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Jul 27, 2026 | Maingot Christian Ken Chief Operating Officer | AWARD | 2,370 sh |
| Jun 15, 2026 | MCCABE ROBERT A JR Director | BUY | $63.8K |
| Jun 5, 2026 | Mendelsohn D. Eric CEO and President | BUY | $103.3K |
| Jun 5, 2026 | Jobe James R Director | GIFT | 225 sh |
| May 5, 2026 | Travis David L SVP/Chief Accounting Officer | TAX W/H | $20.6K |
| May 5, 2026 | Mendelsohn D. Eric CEO and President | TAX W/H | $28.8K |
| May 5, 2026 | Spaid John L CFO/EVP Finance | TAX W/H | $23.0K |
| Mar 3, 2026 | Spaid John L CFO/EVP Finance | TAX W/H | $44.3K |
Earnings setup
Estimates| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | $1.51 | $0.68–$1.93 | +14.2% | $112.2M |
| Next Q | 🔒 Fresh data, subscribers only | |||
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | 🔒 Fresh data, subscribers only | |||
| Date | Member | Type | Amount |
|---|---|---|---|
| Jul 10, 2026 | Gilbert Cisneros D· HOUSE· National Health Investors Inc | BUY | $1,001 - $15,000 |
| Jan 15, 2026 | Gilbert Cisneros D· HOUSE· National Health Investors Inc | BUY | $1,001 - $15,000 |
Short side
FINRA· Sep 30, 2026SecBot reports
10 filings · 2 press releases · 1 bullish · 1 bearish · 1 mixed · 7 neutral- NEUTRAL PRESS RELEASEOct 1, 2026
NHI invested $107.7M to acquire six senior housing properties (443 units) in KY, MI, and TN…
Monitor NHI's ability to execute on the $164.3M LOI pipeline and the $285M evaluated pipeline, particularly the use of 1031 exchange proceeds to defer taxable gains from the NHC sale. The 7.0%…
- NEUTRAL 8-KAug 10, 2026
NHI filed an 8-K furnishing an investor presentation and press release under Regulation FD. The…
This is a routine investor update with no new financial data or guidance. Monitor the next 10-Q or 8-K for actual operational results or capital allocation updates.
- NEUTRAL 8-KAug 10, 2026
NHI filed its Q2 2026 supplemental financial information, a routine quarterly disclosure. The…
This is a routine quarterly supplemental filing with no new guidance or material transactions. Monitor the upcoming 10-Q filing for the full income statement and any changes to forward guidance. The…
- BEARISH 8-KAug 10, 2026
NHI reported Q2 2026 Normalized FFO of $1.19 per diluted share, a 2.5% YoY decline and below the…
The Q2 Normalized FFO miss and flat same-store SHOP NOI are negative signals, but the NHC portfolio sale and dividend increase provide a floor. Watch the Q3 earnings call for commentary on whether…
All NHI filing & press-release reports (12)
- PRESS-RELEASE reportOct 1, 2026
- 8-K reportAug 10, 2026
- 8-K reportAug 10, 2026
- 8-K reportAug 10, 2026
- PRESS-RELEASE reportAug 10, 2026
- PRESS-RELEASE reportAug 10, 2026
- 8-K reportJul 27, 2026
- PRESS-RELEASE reportJul 15, 2026
- 8-K reportMay 4, 2026
- 8-K reportMay 4, 2026
- 8-K reportApr 21, 2026
- DEFA14A reportApr 3, 2026