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Real Estate - REIT - Healthcare Facilities - NYSE - US
$ 77.74
0.543 %
$ 3.53 B
Market Cap
26.71
P/E
1. INTRINSIC VALUE

Incorporated in 1991, National Health Investors, Inc. (NYSE: NHI) is a real estate investment trust specializing in sale-leaseback, joint-venture, mortgage and mezzanine financing of need-driven and discretionary senior housing and medical investments. NHI's portfolio consists of independent, assisted and memory care communities, entrance-fee retirement communities, skilled nursing facilities, medical office buildings and specialty hospitals.[ Read More ]

The intrinsic value of one NHI stock under the base case scenario is HIDDEN Compared to the current market price of 77.7 USD, National Health Investors, Inc. is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart NHI

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FINANCIALS
320 M REVENUE
14.97%
179 M OPERATING INCOME
120.42%
134 M NET INCOME
105.16%
184 M OPERATING CASH FLOW
-0.48%
-11.6 M INVESTING CASH FLOW
-5.88%
-170 M FINANCING CASH FLOW
57.70%
69.2 M REVENUE
-19.28%
58.4 M OPERATING INCOME
18.46%
28.5 M NET INCOME
-19.05%
48.2 M OPERATING CASH FLOW
-20.91%
-1.24 M INVESTING CASH FLOW
90.83%
79.8 M FINANCING CASH FLOW
281.86%
Balance Sheet Decomposition National Health Investors, Inc.
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Current Assets 352 M
Cash & Short-Term Investments 22.3 M
Receivables 330 M
Other Current Assets 0
Non-Current Assets 0
Long-Term Investments 0
PP&E 0
Other Non-Current Assets 0
Current Liabilities 6.01 M
Accounts Payable 34.3 M
Short-Term Debt 75.4 M
Other Current Liabilities -104 M
Non-Current Liabilities 890 M
Long-Term Debt 1.06 B
Other Non-Current Liabilities -170 M
EFFICIENCY
Earnings Waterfall National Health Investors, Inc.
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Revenue 320 M
Cost Of Revenue 11.5 M
Gross Profit 308 M
Operating Expenses 130 M
Operating Income 179 M
Other Expenses 44.4 M
Net Income 134 M
RATIOS
96.40% GROSS MARGIN
96.40%
55.90% OPERATING MARGIN
55.90%
42.41% NET MARGIN
42.41%
10.82% ROE
10.82%
5.45% ROA
5.45%
7.48% ROIC
7.48%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis National Health Investors, Inc.
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Net Income 134 M
Depreciation & Amortization 70 M
Capital Expenditures -3.74 M
Stock-Based Compensation 4.6 M
Change in Working Capital 3.29 M
Others -30.4 M
Free Cash Flow 181 M
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets National Health Investors, Inc.
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Wall Street analysts predict an average 1-year price target for NHI of $71.6 , with forecasts ranging from a low of $58 to a high of $92 .
NHI Lowest Price Target Wall Street Target
58 USD -25.39%
NHI Average Price Target Wall Street Target
71.6 USD -7.90%
NHI Highest Price Target Wall Street Target
92 USD 18.34%
4. DIVIDEND ANALYSIS
1.07% DIVIDEND YIELD
0 USD DIVIDEND PER SHARE
5. COMPETITION
6. Ownership
Insider Ownership National Health Investors, Inc.
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Sold
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
0 USD 0
Bought
0 USD 0
0-3 MONTHS
28.8 K USD 1
3-6 MONTHS
587 K USD 1
6-9 MONTHS
0 USD 0
9-12 MONTHS
Date Value Insider Amount Avg Price
5 months ago
May 31, 2024
Bought 28.8 K USD
MCCABE ROBERT A JR
Director
+ 437
65.8312 USD
8 months ago
Feb 27, 2024
Bought 587 K USD
SWAFFORD CHARLOTTE A
Director
+ 10000
58.6882 USD
1 year ago
Aug 30, 2023
Bought 51.4 K USD
Jobe James R
Director
+ 1000
51.3982 USD
1 year ago
Dec 14, 2022
Bought 56.6 K USD
ADAMS ROBERT G
Director
+ 1000
56.6 USD
2 years ago
Aug 15, 2022
Bought 98.9 K USD
ADAMS ROBERT G
director:
+ 1500
65.93 USD
2 years ago
Dec 30, 2021
Bought 114 K USD
ADAMS ROBERT G
Director
+ 2000
57.25 USD
2 years ago
Dec 01, 2021
Bought 51.4 K USD
WEBB ROBERT T
Director
+ 1000
51.4 USD
2 years ago
Dec 01, 2021
Bought 51.8 K USD
WEBB ROBERT T
Director
+ 1000
51.8 USD
2 years ago
Nov 29, 2021
Bought 52.9 K USD
WEBB ROBERT T
Director
+ 1000
52.86 USD
3 years ago
Sep 30, 2021
Bought 108 K USD
WEBB ROBERT T
Director
+ 2000
53.8575 USD
3 years ago
Sep 29, 2021
Bought 47.6 K USD
Mendelsohn D. Eric
CEO and President
+ 874
54.42 USD
3 years ago
Sep 29, 2021
Bought 5.77 K USD
Mendelsohn D. Eric
CEO and President
+ 106
54.4 USD
3 years ago
Sep 29, 2021
Bought 1.09 K USD
Mendelsohn D. Eric
CEO and President
+ 20
54.41 USD
3 years ago
Sep 29, 2021
Bought 54.3 K USD
Mendelsohn D. Eric
CEO and President
+ 1000
54.339 USD
3 years ago
Sep 17, 2021
Bought 85.9 K USD
WEBB ROBERT T
Director
+ 1500
57.25 USD
3 years ago
Sep 16, 2021
Bought 86.2 K USD
WEBB ROBERT T
Director
+ 1500
57.5 USD
3 years ago
Sep 14, 2021
Bought 87 K USD
WEBB ROBERT T
Director
+ 1500
58 USD
3 years ago
Sep 10, 2021
Bought 87.8 K USD
WEBB ROBERT T
Director
+ 1500
58.5 USD
3 years ago
Sep 09, 2021
Bought 28 K USD
MCCABE ROBERT A JR
Director
+ 468
59.835 USD
3 years ago
Jun 17, 2021
Bought 77 K USD
WEBB ROBERT T
Director
+ 1184
65 USD
3 years ago
Dec 14, 2020
Bought 136 K USD
ADAMS ROBERT G
Director
+ 2000
67.75 USD
4 years ago
Nov 18, 2020
Bought 265 K USD
ADAMS ROBERT G
Director
+ 4000
66.3299 USD
4 years ago
Nov 17, 2020
Bought 66.4 K USD
ADAMS ROBERT G
Director
+ 1000
66.45 USD
4 years ago
May 13, 2020
Bought 20.6 K USD
ADAMS ROBERT G
Director
+ 425
48.36 USD
4 years ago
Mar 23, 2020
Bought 976 K USD
ADAMS W ANDREW
Director
+ 27000
36.16 USD
4 years ago
Mar 17, 2020
Bought 50 K USD
WEBB ROBERT T
Director
+ 1189
42.05 USD
4 years ago
Mar 17, 2020
Bought 50 K USD
WEBB ROBERT T
Director
+ 1282
39 USD
4 years ago
Mar 16, 2020
Bought 99.6 K USD
WEBB ROBERT T
Director
+ 2151
46.282 USD
4 years ago
Mar 12, 2020
Bought 121 K USD
Mendelsohn D. Eric
CEO and President
+ 2000
60.2745 USD
4 years ago
Feb 24, 2020
Sell 276 K USD
PASCOE KEVIN CARLTON
Chief Investment Officer
- 3043
90.563 USD
4 years ago
Feb 24, 2020
Sell 362 K USD
Mendelsohn D. Eric
CEO and President
- 4000
90.5826 USD
5 years ago
Sep 24, 2019
Sell 74.9 K USD
Jobe James R
Director
- 900
83.2346 USD
5 years ago
Aug 13, 2019
Sell 74.2 K USD
PASCOE KEVIN CARLTON
Chief Investment Officer
- 900
82.46 USD
5 years ago
Aug 14, 2019
Sell 90.1 K USD
PASCOE KEVIN CARLTON
Chief Investment Officer
- 1100
81.89 USD
5 years ago
Feb 21, 2019
Sell 92.2 K USD
MCCABE ROBERT A JR
Director
- 1181
78.0427 USD
5 years ago
Dec 14, 2018
Sell 165 K USD
PASCOE KEVIN CARLTON
Chief Investment Officer
- 2070
79.6 USD
5 years ago
Dec 12, 2018
Sell 443 K USD
Gaines Kristin Sallee
Chief Credit Officer
- 5475
80.92 USD
5 years ago
Dec 13, 2018
Sell 417 K USD
Gaines Kristin Sallee
Chief Credit Officer
- 5233
79.78 USD
5 years ago
Nov 26, 2018
Sell 94.3 K USD
MCCABE ROBERT A JR
Director
- 1250
75.41 USD
6 years ago
May 25, 2018
Bought 20.5 K USD
MCCABE ROBERT A JR
Director
+ 285
72 USD
6 years ago
Feb 26, 2018
Bought 20.5 K USD
MCCABE ROBERT A JR
Director
+ 312
65.69 USD
6 years ago
Feb 22, 2018
Bought 98.2 K USD
Mendelsohn D. Eric
CEO and President
+ 1500
65.472 USD
6 years ago
Feb 22, 2018
Bought 32.7 K USD
Mendelsohn D. Eric
CEO and President
+ 500
65.48 USD
6 years ago
Feb 22, 2018
Bought 32.5 K USD
Spaid John L
Exec. VP of Finance
+ 500
64.95 USD
6 years ago
Nov 29, 2017
Bought 20.6 K USD
MCCABE ROBERT A JR
Director
+ 263
78.2282 USD
7 years ago
Aug 28, 2017
Bought 20.7 K USD
MCCABE ROBERT A JR
Director
+ 259
79.94 USD
7 years ago
Aug 24, 2017
Sell 160 K USD
PASCOE KEVIN CARLTON
Chief Investment Officer
- 2000
79.8 USD
8 years ago
Aug 30, 2016
Sell 64.2 K USD
MCCABE ROBERT A JR
Director
- 800
80.291 USD
8 years ago
Jun 28, 2016
Sell 298 K USD
Gaines Kristin Sallee
Chief Credit Officer
- 4044
73.7063 USD
8 years ago
Jun 29, 2016
Sell 323 K USD
Gaines Kristin Sallee
Chief Credit Officer
- 4358
74.219 USD
8 years ago
Jun 29, 2016
Sell 18.6 K USD
Gaines Kristin Sallee
Chief Credit Officer
- 250
74.232 USD
8 years ago
Jun 13, 2016
Sell 89.5 K USD
MCCABE ROBERT A JR
Director
- 1250
71.6124 USD
8 years ago
May 10, 2016
Sell 141 K USD
PASCOE KEVIN CARLTON
EVP - Investments
- 2000
70.7186 USD
8 years ago
Mar 28, 2016
Sell 654 K USD
Hopkins Roger R
Chief Accounting Officer
- 10000
65.45 USD
8 years ago
Dec 11, 2015
Bought 2.07 K USD
MCCABE ROBERT A JR
Director
+ 35
59.1 USD
8 years ago
Nov 27, 2015
Bought 7.84 K USD
MCCABE ROBERT A JR
Director
+ 130
60.34 USD
9 years ago
Nov 17, 2015
Bought 56.1 K USD
Mendelsohn D. Eric
CEO and President
+ 1000
56.12 USD
9 years ago
Aug 31, 2015
Bought 17.4 K USD
MCCABE ROBERT A JR
Director
+ 310
56.21 USD
9 years ago
Aug 26, 2015
Bought 111 K USD
ADAMS W ANDREW
Director
+ 2000
55.5 USD
9 years ago
Aug 26, 2015
Bought 41.5 K USD
Mendelsohn D. Eric
Interim CEO and President
+ 750
55.3837 USD
9 years ago
Aug 25, 2015
Bought 284 K USD
WEBB ROBERT T
Director
+ 5000
56.7499 USD
9 years ago
Aug 24, 2015
Bought 42.7 K USD
Mendelsohn D. Eric
Interim CEO and President
+ 750
56.99 USD
9 years ago
Aug 25, 2015
Bought 5.67 K USD
Jobe James R
Director
+ 100
56.68 USD
9 years ago
Aug 13, 2015
Bought 88.2 K USD
Mendelsohn D. Eric
Interim CEO and President
+ 1500
58.8 USD
9 years ago
Aug 13, 2015
Bought 87.9 K USD
Hopkins Roger R
Chief Accounting Officer
+ 1500
58.61 USD
9 years ago
Aug 13, 2015
Bought 117 K USD
Gaines Kristin Sallee
Chief Credit Officer
+ 2000
58.38 USD
9 years ago
Aug 13, 2015
Bought 29.3 K USD
PASCOE KEVIN CARLTON
EVP - Investments
+ 500
58.61 USD
9 years ago
Aug 13, 2015
Bought 5.87 K USD
Jobe James R
Director
+ 100
58.71 USD
9 years ago
Jun 09, 2015
Bought 31.9 K USD
Mendelsohn D. Eric
EVP - Corporate Finance
+ 500
63.8 USD
9 years ago
May 29, 2015
Bought 17.8 K USD
MCCABE ROBERT A JR
Director
+ 265
66.9899 USD
9 years ago
May 14, 2015
Bought 13.3 K USD
Jobe James R
Director
+ 200
66.3699 USD
9 years ago
May 13, 2015
Bought 32.9 K USD
Mendelsohn D. Eric
EVP - Corporate Finance
+ 500
65.7257 USD
9 years ago
May 12, 2015
Bought 65.8 K USD
Mendelsohn D. Eric
EVP - Corporate Finance
+ 1000
65.794 USD
9 years ago
Mar 31, 2015
Sell 418 K USD
Hutchens James Justin
CEO and President
- 5950
70.2578 USD
9 years ago
Feb 27, 2015
Bought 28.3 K USD
MCCABE ROBERT A JR
Director
+ 398
71.174 USD
7. News
2 Overpriced REITs To Avoid And 1 Better Buy Not all REITs are worth buying. Some very popular REITs are today overpriced. I present two of them to avoid and one better alternative. seekingalpha.com - 1 week ago
National Health Investors, Inc. (NHI) Q3 2024 Earnings Call Transcript National Health Investors, Inc. (NYSE:NHI ) Q3 2024 Earnings Conference Call November 6, 2024 11:00 AM ET Company Participants Dana Hambly – Vice President of Finance and Investor Relations Eric Mendelsohn – President and Chief Executive Officer Kevin Pascoe – Chief Investment Officer John Spaid – Chief Financial Officer Conference Call Participants Robin Haneland – BMO Rich Anderson – Wedbush Farrell Granath – Bank of America Omotayo Okusanya – Deutsche Bank Austin Wurschmidt – KeyBanc Capital Markets John Kilichowski – Wells Fargo Operator Greetings and welcome to the National Health Investors Third Quarter 2024 Earnings Webcast and Conference Call. At this time all participants are on a listen-only mode. seekingalpha.com - 1 week ago
National Health Investors (NHI) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates While the top- and bottom-line numbers for National Health Investors (NHI) give a sense of how the business performed in the quarter ended September 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values. zacks.com - 1 week ago
National Health Investors (NHI) Q3 FFO Miss Estimates National Health Investors (NHI) came out with quarterly funds from operations (FFO) of $1.03 per share, missing the Zacks Consensus Estimate of $1.07 per share. This compares to FFO of $1.08 per share a year ago. zacks.com - 1 week ago
NHI Announces Retirement of W. Andrew Adams from the Board of Directors MURFREESBORO, TN / ACCESSWIRE / November 5, 2024 / National Health Investors, Inc. (NYSE:NHI) announced today that after more than 30 years of leadership, W. Andrew "Andy" Adams has notified the Board of Directors of National Health Investors, Inc. that he plans to retire as Chairman of the Board effective December 31, 2024. accesswire.com - 1 week ago
NHI Issues Investor Update MURFREESBORO, TN / ACCESSWIRE / November 5, 2024 / National Health Investors, Inc. (NYSE:NHI) has issued the following investor update which can be found at: NHI | Presentations and Webcasts (nhireit.com). Incorporated in 1991, National Health Investors, Inc. (NYSE: NHI) is a real estate investment trust specializing in sale, leasebacks, joint-ventures, senior housing operating partnerships, and mortgage and mezzanine financing of need-driven and discretionary senior housing and medical investments. accesswire.com - 1 week ago
NHI Announces Fourth Quarter 2024 Dividend MURFREESBORO, TN / ACCESSWIRE / November 5, 2024 / National Health Investors, Inc. (NYSE:NHI) announced today that it will pay its fourth quarter dividend of $0.90 per common share on January 29, 2025 to stockholders of record as of December 31, 2024. About NHI Incorporated in 1991, National Health Investors, Inc. (NYSE:NHI) is a real estate investment trust specializing in sale, leasebacks, joint-ventures, senior housing operating partnerships, and mortgage and mezzanine financing of need-driven and discretionary senior housing and medical investments. accesswire.com - 1 week ago
NHI Announces Third Quarter 2024 Results MURFREESBORO, TN / ACCESSWIRE / November 5, 2024 / National Health Investors, Inc. (NYSE:NHI) announced today its results for the three and nine months ended September 30, 2024. Financial Results and Recent Events Net income attributable to common stockholders per diluted common share for the three months ended September 30, 2024 was $0.65 compared to $0.68 during the same period in the prior year. accesswire.com - 1 week ago
PLYM or NHI: Which Is the Better Value Stock Right Now? Investors with an interest in REIT and Equity Trust - Other stocks have likely encountered both Plymouth Industrial (PLYM) and National Health Investors (NHI). But which of these two companies is the best option for those looking for undervalued stocks? zacks.com - 2 weeks ago
Here's Why National Health Investors (NHI) is Poised for a Turnaround After Losing -10.18% in 4 Weeks The heavy selling pressure might have exhausted for National Health Investors (NHI) as it is technically in oversold territory now. In addition to this technical measure, strong agreement among Wall Street analysts in revising earnings estimates higher indicates that the stock is ripe for a trend reversal. zacks.com - 1 month ago
Rate Cut Rethink U.S. equity markets extended gains to a fifth-straight week despite a continued upswell in benchmark interest rates, as investors weighed a solid start to earnings season against lukewarm inflation data. All eyes were on the Consumer Price Index report, which posted a fractional upside surprise in September for a second-straight month, which followed four straight months of cooler-than-expected reports. Bond markets remained under pressure as buoyant labor market data last week and lukewarm inflation data this week has prompted investors to re-think the prospects of aggressive Fed rate cuts. seekingalpha.com - 1 month ago
NHI Issues Investor Update MURFREESBORO, TN / ACCESSWIRE / October 10, 2024 / National Health Investors, Inc. (NYSE:NHI) has issued an investor update which can be found at: NHI | Presentations and Webcasts (nhireit.com) Incorporated in 1991, National Health Investors, Inc. (NYSE:NHI) is a real estate investment trust specializing in sale, leasebacks, joint-ventures, senior housing operating partnerships, and mortgage and mezzanine financing of need-driven and discretionary senior housing and medical investments. NHI's portfolio consists of independent living, assisted living and memory care communities, entrance-fee retirement communities, skilled nursing facilities, and specialty hospitals. accesswire.com - 1 month ago
8. Profile Summary

National Health Investors, Inc. NHI

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COUNTRY US
INDUSTRY REIT - Healthcare Facilities
MARKET CAP $ 3.53 B
Dividend Yield 1.07%
Description Incorporated in 1991, National Health Investors, Inc. (NYSE: NHI) is a real estate investment trust specializing in sale-leaseback, joint-venture, mortgage and mezzanine financing of need-driven and discretionary senior housing and medical investments. NHI's portfolio consists of independent, assisted and memory care communities, entrance-fee retirement communities, skilled nursing facilities, medical office buildings and specialty hospitals.
Contact 222 Robert Rose Drive, Murfreesboro, TN, 37129 https://www.nhireit.com
IPO Date Oct. 9, 1991
Employees 26
Officers Ms. Michelle R. Kelly Senior Vice President of Investments Ms. Colleen Schaller Real Estate Transaction Manager Susan V. Sidwell Corporate Secretary Mr. Kimberly Ouimet Director of Corporate Compliance & Human Resources Mr. D. Eric Mendelsohn President, Chief Executive Officer & Director Mr. John L. Spaid Executive Vice President of Finance, Chief Financial Officer & Treasurer Mr. Kevin Carlton Pascoe Executive Vice President & Chief Investment Officer Mr. David Louis Travis Senior Vice President & Chief Accounting Officer Ms. Kristin Sallee Gaines Senior Vice President & Chief Transaction Officer Mr. Dana Rolfson Hambly Director of Investor Relations