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$62.95 -1.60 (-2.48%) At close · Nov 13 Play latest call Q3 2026 earnings call transcript
Market Cap
$3.09B
Shares
49.11M
Volume · Nov 13 493.71K Avg daily vol (3M) 339.91K

The company's filings, earnings calls and investor events, most recent first. Search and read these filings from Claude or ChatGPT with the SEC filings MCP server →

Annual report FY2025 Revenue $375.63M up 12.1% 10-K filed Feb 26, 2026 Quarterly report New FY2026 Q3 Revenue $113.48M up 26.3% 10-Q filed Nov 9, 2026 Latest results New Net income surges on $541.6 million property-sale gain 8-K filed Nov 9, 2026 Earnings call New Q3 2026 earnings call Held Nov 10, 2026
2026
Nov 13
Current report 8-K Events of Nov 9
Directors and officers gain broader indemnification protection

On November 9, 2026, National Health Investors, Inc. entered indemnification agreements with each director and certain officer, including every executive officer, covering eligible expenses and liabilities to the maximum extent permitted by Maryland law.

Director or officer change, or executive pay
2 source passages
On November 9, 2026, National Health Investors, Inc. (the “Company”) entered into an Indemnification Agreement (each, an “Indemnification Agreement”) with each of the Company’s directors and certain of the Company’s officers, including each of the Company’s executive officers. Each of the Indemnification Agreements obligates the Company to indemnify the directors and officers to the maximum extent permitted by Maryland law. Open the document at this passage
Nov 10
Earnings call
Guidance cut as shop underperformance offsets investment growth

National Health Investors cut 2026 guidance to $4.68 to $4.70 per share for NAIREIT and normalized NFFO and $236.6 million to $237.7 million for funds available for distribution, after third-quarter shop underperformance; investments are expected to total approximately $590 million.

4 source passages
Welcome to the National Health Investors Third Quarter 2026 Earnings Webcast and Conference Call. our third-quarter shop performance fell short of our expectations. As announced last night, we revised our full-year guidance to a range of $4.68 to $4.70 per share for both NAIREIT and normalized NFFO, and $236.6 million to $237.7 million for funds available for distribution. Those anticipated closings would bring our total 2026 investment to approximately $590 million. Open the document at this passage
Nov 9
Current report 8-K
2026 investments reach $396.2 million

National Health Investors reported $396.2 million of investment activity in 2026, with a portfolio mix of 77.4% leases and 15.7% SHOP, alongside a 6.9% WACY.

Regulation FD disclosure
4 source passages
INVESTMENT HISTORY* (DOLLARS IN MILLIONS) $396.2 2026 NOTES 6.9% LEASE 77.4% SHOP 15.7% WACY * The average age of properties acquired from 2020 through 2026 is 15.5 years. The total portfolio average age is 21.8 years. Open the document at this passage
Nov 9
Current report 8-K
Net income surges on $541.6 million property-sale gain

National Health Investors reported diluted net income of $11.47 per share for the quarter ended September 30, 2026, driven partly by a $541.6 million portfolio-sale gain; NAREIT FFO per diluted share rose 2.8% to $1.12.

Financial results
3 source passages
Net income attributable to common stockholders per diluted share for the quarter ended September 30, 2026 was $11.47 per share compared to $0.69 per share for the same period in the prior year. During the quarter and nine months ended September 30, 2026, the Company recognized a gain of $541.6 million on the sale of the National Healthcare Corporation (“NHC”) leased portfolio completed on July 1, 2026 National Association of Real Estate Investment Trusts (“NAREIT”) Funds from Operations (“FFO”) per diluted share for the quarter ended September 30, 2026 increased 2.8% to $1.12 per share compared to $1.09 per share for the same period in the prior year. Open the document at this passage
Nov 9
Quarterly report 10-Q FY2026 Q3, ended Sep 30
NHC portfolio sale yields $541.6 million gain

National Health Investors sold 35 NHC-leased properties on July 1, 2026, recognizing $560.0 million cash consideration and a $541.6 million gain. Nine-month NOI rose to $243,523 from $223,892, and October acquisitions included six SHOs for $107.7 million.

Revenue $113.48M ▲ 26.3% Net income $563.53M ▲ 1614.8% Diluted EPS $11.47 ▲ 1562.3%
Read from the MD&A section
4 source passages
On July 1, 2026, we sold our portfolio of 35 properties leased to NHC/OP, L.P., a wholly owned subsidiary of NHC, and certain of its affiliates. We recognized $560.0 million in cash consideration, $5.3 million of closing costs and a $541.6 million gain on the sale. Total NOI | 243,523 | 223,892 In October 2026, we acquired a portfolio of six SHOs located in Kentucky, Michigan and Tennessee that have been included in our SHOP segment. The total purchase price was $107.7 million, including $1.2 million of closing costs. Open the document at this passage
Aug 10
Quarterly report 10-Q FY2026 Q2, ended Jun 30
Quarterly report for FY2026 Q2 AI summary on its way
Revenue $121.32M ▲ 33.8% Net income $55.67M ▲ 50.5% Diluted EPS $1.15 ▲ 45.6%
Jun 1
Current report 8-K Events of May 26
Other events AI summary on its way
May 4
Quarterly report 10-Q FY2026 Q1, ended Mar 31
Quarterly report for FY2026 Q1 AI summary on its way
Revenue $115.13M ▲ 28.9% Net income $40.1M ▲ 17.4% Diluted EPS $0.82 ▲ 10.8%
Apr 3
Proxy statement DEF 14A Meeting May 27, 2026
Proxy statement AI summary on its way
Mar 16
Current report 8-K
Other events AI summary on its way
Feb 26
Annual report 10-K FY2025, ended Dec 31
Annual report for FY2025 AI summary on its way
Revenue $375.63M ▲ 12.1% Net income $142.18M ▲ 3.0% Diluted EPS $3.02 ▼ 3.5%
2025
Nov 6
Quarterly report 10-Q FY2025 Q3, ended Sep 30
Quarterly report for FY2025 Q3
Revenue $89.85M ▲ 8.3% Net income $32.86M ▲ 15.1% Diluted EPS $0.69 ▲ 6.2%
Aug 6
Quarterly report 10-Q FY2025 Q2, ended Jun 30
Quarterly report for FY2025 Q2
Revenue $90.66M ▲ 6.7% Net income $36.99M ▲ 4.9% Diluted EPS $0.79 ▼ 2.5%
Showing 1–50 of 225 documents
Key facts CIK 877860 CUSIP 63633D104 13F (30d) 278 filings 241 filers Visit website Investor relations