National Health Investors, Inc. (NHI)
NYSEReal EstateReit - Healthcare FacilitiesSnapshot 2026-09-04
NYSEReal EstateReit - Healthcare FacilitiesSnapshot 2026-09-04
Research Workspace
Put NHI beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Real Estate is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar broken — Revenue near $241 million in 2026: FY26 guidance mid $233.6M vs $240M target.
View ThesisRevenue growth is accelerating — up about 24% over the past year.
View GrowthRanks among the strongest in its industry on quality — around the top 18%.
View QualityManagement screens strong on capital allocation, earnings delivery.
View ManagementExpectations look high — what the market is pricing in runs ahead of what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskNHI's strategic pivot to expand its senior housing portfolio through acquisitions is crucial. Revenue grew 34% year over year, with the latest earnings call reinforcing this direction. NHI trades at 13× P/FFO, in line with its peer median of 13.2×, indicating full expectations. The next-quarter miss probability is 51%, suggesting elevated risk. Peer multiples imply a price roughly in line with where it trades (about fair). This read is provisional.
Trailing returns as of 2026-09-04. NHI is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 8 analysts currently covering NHI (as of Sep 2026).
Based on 4 Wall Street analysts offering 12-month price targets for NHI in the last 4 months.
Continue this research
Compare NHI with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| NHI Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 10 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Health Care REITs — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put NHI next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Expand senior housing portfolio through acquisitions
Strategic pivot aligns with expansion of senior housing portfolio.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-04. EPS is implied from price ÷ P/E. Not investment advice.
Current $70.88
The last 12 months of price, then the range of analyst 12-month targets from today’s $70.88.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
