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National Health Investors Earnings Calls
| Release date | May 04, 2026 |
| EPS estimate | $1.21 |
| EPS actual | $1.24 |
| EPS Surprise | 2.48% |
| Revenue estimate | 70.216M |
| Revenue actual | 73.15M |
| Revenue Surprise | 4.18% |
| Release date | Feb 26, 2026 |
| EPS estimate | $0.80 |
| EPS actual | $1.22 |
| EPS Surprise | 52.31% |
| Revenue estimate | 69.044M |
| Revenue actual | 70.286M |
| Revenue Surprise | 1.80% |
| Release date | Nov 06, 2025 |
| EPS estimate | $1.24 |
| EPS actual | $1.32 |
| EPS Surprise | 6.45% |
| Revenue estimate | 95.121M |
| Revenue actual | 89.847M |
| Revenue Surprise | -5.54% |
| Release date | Aug 06, 2025 |
| EPS estimate | $1.16 |
| EPS actual | $1.22 |
| EPS Surprise | 5.17% |
| Revenue estimate | 85.655M |
| Revenue actual | 91.387M |
| Revenue Surprise | 6.69% |
Last 4 Quarters for National Health Investors
Below you can see how NHI performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 06, 2025 |
| Price on release | $72.72 |
| EPS estimate | $1.16 |
| EPS actual | $1.22 |
| EPS surprise | 5.17% |
| Date | Price |
|---|---|
| Jul 31, 2025 | $69.86 |
| Aug 01, 2025 | $71.33 |
| Aug 04, 2025 | $72.41 |
| Aug 05, 2025 | $73.29 |
| Aug 06, 2025 | $72.72 |
| Aug 07, 2025 | $74.54 |
| Aug 08, 2025 | $74.92 |
| Aug 11, 2025 | $75.26 |
| Aug 12, 2025 | $75.55 |
| 4 days before | 4.09% |
| 4 days after | 3.89% |
| On release day | 2.50% |
| Change in period | 8.14% |
| Release date | Nov 06, 2025 |
| Price on release | $75.31 |
| EPS estimate | $1.24 |
| EPS actual | $1.32 |
| EPS surprise | 6.45% |
| Date | Price |
|---|---|
| Oct 31, 2025 | $74.51 |
| Nov 03, 2025 | $74.72 |
| Nov 04, 2025 | $74.94 |
| Nov 05, 2025 | $76.17 |
| Nov 06, 2025 | $75.31 |
| Nov 07, 2025 | $76.80 |
| Nov 10, 2025 | $76.73 |
| Nov 11, 2025 | $76.71 |
| Nov 12, 2025 | $76.14 |
| 4 days before | 1.07% |
| 4 days after | 1.10% |
| On release day | 1.98% |
| Change in period | 2.19% |
| Release date | Feb 26, 2026 |
| Price on release | $87.68 |
| EPS estimate | $0.80 |
| EPS actual | $1.22 |
| EPS surprise | 52.31% |
| Date | Price |
|---|---|
| Feb 20, 2026 | $88.71 |
| Feb 23, 2026 | $90.03 |
| Feb 24, 2026 | $88.97 |
| Feb 25, 2026 | $88.13 |
| Feb 26, 2026 | $87.68 |
| Feb 27, 2026 | $84.07 |
| Mar 02, 2026 | $87.58 |
| Mar 03, 2026 | $86.75 |
| Mar 04, 2026 | $84.88 |
| 4 days before | -1.16% |
| 4 days after | -3.19% |
| On release day | -4.12% |
| Change in period | -4.32% |
| Release date | May 04, 2026 |
| Price on release | $75.71 |
| EPS estimate | $1.21 |
| EPS actual | $1.24 |
| EPS surprise | 2.48% |
| Date | Price |
|---|---|
| Apr 28, 2026 | $76.62 |
| Apr 29, 2026 | $76.53 |
| Apr 30, 2026 | $76.91 |
| May 01, 2026 | $76.71 |
| May 04, 2026 | $75.71 |
| May 05, 2026 | $73.09 |
| May 06, 2026 | $73.90 |
| May 07, 2026 | $75.06 |
| May 08, 2026 | $75.26 |
| 4 days before | -1.19% |
| 4 days after | -0.594% |
| On release day | -3.46% |
| Change in period | -1.77% |
National Health Investors Earnings Call Transcript Summary of Q1 2026
Key points for investors: NHI reported a solid Q1 2026 with results above internal expectations (NAREIT FFO, normalized FFO, and FAD). Management is accelerating a strategic shift toward private-pay senior housing and SHOP (operating) investments — SHOP invested capital increased >100% year-over-year and NHI has closed >$212M of SHOP investments year-to-date (including a $107M, 7-property Colorado portfolio). The company announced an agreement to sell the 35-property NHC leased portfolio for $560M; this advances capital recycling, de-risks the portfolio toward private-pay senior housing and improves balance sheet flexibility, but creates near-term earnings pressure and prompted updated 2026 guidance. Pro forma (including pending sales), SHOP would be ~24% of portfolio and >15% of annualized NOI. Management reduced full-year same-store SHOP NOI growth to 1%-3% (Holiday legacy assets remain underperforming and are a small but notable drag). Liquidity and balance sheet: cash ~$25M, $391M revolver capacity, forward equity and ATM capacity bring available liquidity to ~ $960M; net debt/adjusted EBITDA was 4.0x at quarter-end and management expects pro forma leverage <3x after the NHC transaction and redeployments. Board declared a $0.92/share dividend; company expects to use 1031-like exchanges and other tax planning to defer capital gains from dispositions but is preparing contingency options (including the possibility of a special dividend) if gains cannot be fully deferred. CFO John Spaid will retire July 1.
