earnings
confidence high
sentiment positive
materiality 0.80
NHI Q2 EPS $1.15 (+45.6%); sells NHC portfolio for $560M, raises dividend
NATIONAL HEALTH INVESTORS INC
2026-Q2 EPS reported
$1.97
revenue$236,449,000
- Q2 net income per diluted share $1.15 vs $0.79 YoY (+45.6%); includes $22.0M gains on dispositions.
- NAREIT FFO per share flat at $1.19; normalized FFO $1.19 (-2.5% YoY).
- Completed sale of NHC portfolio (35 properties) on July 1, 2026 for $560.0M cash; expects ~$541.6M gain.
- Quarterly dividend raised to $0.94/share from $0.92, payable Nov 6, 2026 to holders of record Sept 30, 2026.
- FY2026 normalized FFO guidance $4.74-$4.79/sh; pipeline $127.3M LOIs and ~$420M opportunities.