Militia Capital Partners LP Boosts Stake in National Health Investors, Inc. $NHI

Militia Capital Partners LP increased its position in National Health Investors, Inc. (NYSE:NHI) by 53.4% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 20,100 shares of the real estate investment trust’s stock after purchasing an additional 7,000 shares during the period. Militia Capital Partners LP’s holdings in National Health Investors were worth $1,535,000 at the end of the most recent reporting period.

A number of other hedge funds also recently made changes to their positions in the company. Squarepoint Ops LLC purchased a new stake in shares of National Health Investors in the fourth quarter worth about $800,000. Vanguard Personalized Indexing Management LLC lifted its position in shares of National Health Investors by 5.1% in the fourth quarter. Vanguard Personalized Indexing Management LLC now owns 5,436 shares of the real estate investment trust’s stock worth $415,000 after buying an additional 265 shares in the last quarter. Mariner LLC purchased a new stake in shares of National Health Investors in the fourth quarter worth about $314,000. Fieldview Capital Management LLC purchased a new stake in shares of National Health Investors in the fourth quarter worth about $1,900,000. Finally, Barclays PLC lifted its position in shares of National Health Investors by 15.0% in the fourth quarter. Barclays PLC now owns 76,996 shares of the real estate investment trust’s stock worth $5,880,000 after buying an additional 10,060 shares in the last quarter. 62.51% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of research firms recently commented on NHI. BMO Capital Markets decreased their target price on National Health Investors from $90.00 to $80.00 and set an “outperform” rating on the stock in a research report on Monday. Truist Financial decreased their target price on National Health Investors from $89.00 to $81.00 and set a “buy” rating on the stock in a research report on Friday, June 12th. Weiss Ratings downgraded National Health Investors from a “buy (b)” rating to a “buy (b-)” rating in a research report on Friday. Wells Fargo & Company decreased their price objective on National Health Investors from $84.00 to $79.00 and set an “equal weight” rating on the stock in a research report on Monday, June 1st. Finally, Cantor Fitzgerald restated an “overweight” rating and set a $94.00 price objective on shares of National Health Investors in a research report on Wednesday, April 22nd. One research analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $84.57.

Insider Buying and Selling

In other National Health Investors news, Director Robert A. Mccabe, Jr. bought 890 shares of the business’s stock in a transaction dated Monday, June 15th. The shares were purchased at an average price of $71.65 per share, with a total value of $63,768.50. Following the completion of the purchase, the director owned 44,159 shares in the company, valued at $3,163,992.35. This represents a 2.06% increase in their position. The purchase was disclosed in a legal filing with the SEC, which is available at the SEC website. Also, CEO D. Eric Mendelsohn bought 1,500 shares of the business’s stock in a transaction dated Friday, June 5th. The shares were acquired at an average cost of $68.84 per share, for a total transaction of $103,260.00. Following the purchase, the chief executive officer owned 133,316 shares of the company’s stock, valued at approximately $9,177,473.44. The trade was a 1.14% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Corporate insiders own 2.70% of the company’s stock.

National Health Investors Trading Up 1.1%

Shares of NHI stock opened at $71.51 on Wednesday. National Health Investors, Inc. has a 1 year low of $67.94 and a 1 year high of $91.38. The company has a debt-to-equity ratio of 0.83, a current ratio of 8.20 and a quick ratio of 8.20. The stock’s 50 day simple moving average is $76.80 and its two-hundred day simple moving average is $79.97. The company has a market cap of $3.47 billion, a PE ratio of 23.07, a price-to-earnings-growth ratio of 3.80 and a beta of 0.52.

National Health Investors (NYSE:NHI) last issued its quarterly earnings data on Monday, May 4th. The real estate investment trust reported $0.82 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.21 by ($0.39). National Health Investors had a net margin of 36.86% and a return on equity of 9.82%. The company had revenue of $115.13 million for the quarter, compared to analysts’ expectations of $70.22 million. During the same quarter last year, the company earned $1.15 earnings per share. The company’s revenue for the quarter was up 28.9% on a year-over-year basis. National Health Investors has set its FY 2026 guidance at 4.740-4.790 EPS. Research analysts predict that National Health Investors, Inc. will post 4.93 earnings per share for the current year.

National Health Investors Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, August 7th. Shareholders of record on Tuesday, June 30th will be given a dividend of $0.92 per share. The ex-dividend date is Tuesday, June 30th. This represents a $3.68 dividend on an annualized basis and a yield of 5.1%. National Health Investors’s dividend payout ratio is 118.71%.

National Health Investors Company Profile

National Health Investors, Inc (NYSE: NHI) is a specialized real estate investment trust (REIT) focused on owning and financing high-quality healthcare and senior housing facilities in the United States. The company’s portfolio encompasses a diverse range of properties, including skilled nursing centers, assisted living and memory care communities, behavioral health facilities, dialysis clinics, and medical office buildings. NHI typically enters into long-term net-lease agreements with experienced healthcare operators, providing stable and predictable rental income streams while enabling its tenants to concentrate on delivering quality care.

Since its founding in 1991 and initial public offering later that year, National Health Investors has pursued a disciplined growth strategy centered on strategic acquisitions, joint ventures, and selective development.