NHI · National Health Investors Inc
$72.95
+1.68 (+2.36%)
At close · Aug 14
Going-concern doubt
— flagged Aug 10, 2026
Substantial doubt about the company's ability to continue as a going concern.
“Bickford has been a cash basis tenant since 2022 when we received financial information from Bickford raising substantial doubt about its ability to continue as a going concern. As of June 30, 2026, these concerns had not been alleviated.”View the 10-Q filed Aug 10, 2026
Market Cap
$3.47B
Shares
49.11M
National Health Investors Inc Earnings Call Transcripts
Every quarterly earnings call for National Health Investors Inc (NHI) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲3.3%
$76.30M
$34.47M
'22 Q3
22-11-08
▲1.4%
$70.67M
$1.86M
'22 Q4
23-02-21
▲15.5%
$82.39M
$34.48M
'23 Q1
23-05-09
▲30%
$77.88M
$39.78M
'23 Q2
23-08-08
▲5%
$80.11M
$29.35M
'23 Q3
23-11-07
▲12.4%
$79.47M
$32.05M
'23 Q4
24-02-20
▼1.1%
$81.51M
$30.95M
'24 Q1
24-05-06
▲9.1%
$84.97M
$35.26M
'24 Q2
24-08-06
▲3.5%
$82.94M
$28.54M
'24 Q3
24-11-05
▲7.9%
$85.75M
$43.24M
'24 Q4
25-02-25
▲9.5%
$89.30M
$34.16M
'25 Q1
25-05-05
▲6.7%
$90.66M
$36.99M
'25 Q2
25-08-06
▲8.3%
$89.85M
$32.86M
'25 Q3
25-11-06
▲23.4%
$105.82M
$38.16M
'25 Q4
26-02-27
▲28.9%
$115.13M
$40.10M
'26 Q1
26-05-05
LATEST
▲33.8%
$121.32M
$55.67M
'26 Q2
26-08-11
Earnings call
FY26 · Q2
2026-08-11
National Health Investors Inc Q2 FY2026 Earnings Call
Revenue
$121.32M
▲ 33.8% YoY Diluted EPS
$1.15
▲ 45.6% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2026-05-05
National Health Investors Inc Q1 FY2026 Earnings Call
Positive tone
Balance sheet and leverage
NHC portfolio sale and capital recycling
Pipeline and external growth opportunities
Revenue
$115.13M
▲ 28.9% YoY Diluted EPS
$0.82
▲ 10.8% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2026-02-27
National Health Investors Inc Q4 FY2025 Earnings Call
Confident tone
Bickford deferred rent and operator situation
Investment activity and pipeline
Return on invested capital and asset transitions
Revenue
$105.82M*
▲ 23.4% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-11-06
National Health Investors Inc Q3 FY2025 Earnings Call
Confident tone
SHOP Portfolio Growth
Guidance & Financial Performance
Investment Pipeline & Acquisitions
Revenue
$89.85M
▲ 8.3% YoY Diluted EPS
$0.69
▲ 6.2% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-08-06
National Health Investors Inc Q2 FY2025 Earnings Call
Confident tone
SHOP expansion and growth
NHC lease renegotiation
2025 guidance raise and dividend increase
Revenue
$90.66M
▲ 6.7% YoY Diluted EPS
$0.79
▼ 2.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-05-05
National Health Investors Inc Q1 FY2025 Earnings Call
Confident tone
Acquisition pipeline and investment pace
SHOP portfolio and RIDEA conversion
Normalized FFO guidance raise
Revenue
$89.30M
▲ 9.5% YoY Diluted EPS
$0.74
▲ 4.2% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-02-25
National Health Investors Inc Q4 FY2024 Earnings Call
Confident tone
Portfolio growth and investment activity
Shop / RIDEA transition strategy
Discovery Senior Living master lease issue
Revenue
$85.75M*
▲ 7.9% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-11-05
National Health Investors Inc Q3 FY2024 Earnings Call
Confident tone
SHOP occupancy and rate growth strategy
Investment pipeline and acquisitions
Need-driven portfolio performance and Bickford
Revenue
$82.94M
▲ 3.5% YoY Diluted EPS
$0.65
▼ 4.4% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-08-06
National Health Investors Inc Q2 FY2024 Earnings Call
Confident tone
Operator Coverage and EBITDARM
Investment Pipeline and Acquisitions
Balance Sheet, Leverage and Cost of Capital
Revenue
$84.97M
▲ 9.1% YoY Diluted EPS
$0.81
▼ 12% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-05-06
National Health Investors Inc Q1 FY2024 Earnings Call
Confident tone
Bickford rent reset and deferral repayments
SHOP NOI growth
Need-driven operator coverage
Revenue
$81.51M
▼ 1.1% YoY Diluted EPS
$0.71
▼ 10.1% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-02-20
National Health Investors Inc Q4 FY2023 Earnings Call
Confident tone
Senior Housing Operating Portfolio (SHOP) growth
Triple-net senior housing and operator coverage
2024 guidance and outlook
Revenue
$79.47M*
▲ 12.4% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-11-07
National Health Investors Inc Q3 FY2023 Earnings Call
Revenue
$80.11M
▲ 5% YoY Diluted EPS
$0.68
▼ 12.8% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-08-08
National Health Investors Inc Q2 FY2023 Earnings Call
Revenue
$77.88M
▲ 30% YoY Diluted EPS
$0.92
▲ 95.7% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-05-09
National Health Investors Inc Q1 FY2023 Earnings Call
Revenue
$82.39M
▲ 15.5% YoY Diluted EPS
$0.79
▲ 338.9% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-02-21
National Health Investors Inc Q4 FY2022 Earnings Call
Revenue
$70.67M*
▲ 1.4% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-11-08
National Health Investors Inc Q3 FY2022 Earnings Call
Revenue
$76.30M
▲ 3.3% YoY Diluted EPS
$0.78
▲ 16.4% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-08-08
National Health Investors Inc Q2 FY2022 Earnings Call
Revenue
$59.90M
▼ 19.4% YoY Diluted EPS
$0.47
▼ 44.7% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-05-09
National Health Investors Inc Q1 FY2022 Earnings Call
Revenue
$71.33M
▼ 11.8% YoY Diluted EPS
$0.18
▼ 76.9% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-02-22
National Health Investors Inc Q4 FY2021 Earnings Call
Revenue
$69.67M*
▼ 14.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-11-08
National Health Investors Inc Q3 FY2021 Earnings Call
Revenue
$73.83M
▼ 12.4% YoY Diluted EPS
$0.67
▼ 29.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-08-09
National Health Investors Inc Q2 FY2021 Earnings Call
Revenue
$74.33M
▼ 11.7% YoY Diluted EPS
$0.85
▼ 14.1% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-05-10
National Health Investors Inc Q1 FY2021 Earnings Call
Revenue
$80.89M
▼ 2.6% YoY Diluted EPS
$0.78
▼ 43.1% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-02-22
National Health Investors Inc Q4 FY2020 Earnings Call
Revenue
$81.26M
▼ 1.1% YoY Diluted EPS
$0.83
▼ 12.6% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-11-09
National Health Investors Inc Q3 FY2020 Earnings Call
Revenue
$84.30M
▲ 3.2% YoY Diluted EPS
$0.95
▼ 2.1% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-08-10
National Health Investors Inc Q2 FY2020 Earnings Call
Revenue
$84.17M
▲ 7.8% YoY Diluted EPS
$0.99
▲ 7.6% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-05-11
National Health Investors Inc Q1 FY2020 Earnings Call
Revenue
$83.08M
▲ 9.2% YoY Diluted EPS
$1.37
▲ 65.1% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY19 · Q4
2020-02-19
National Health Investors Inc Q4 FY2019 Earnings Call
Revenue
$82.20M
▲ 11.1% YoY Diluted EPS
$0.95
▲ 9.2% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Showing 1–27 of 27 earnings calls
Key facts
CIK
877860
CUSIP
63633D104
13F (30d)
289 filings
284 filers
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