Morgan Stanley Institutional Investment Advisors LLC Invests $5.88 Million in National Health Investors, Inc. $NHI

Morgan Stanley Institutional Investment Advisors LLC purchased a new position in shares of National Health Investors, Inc. (NYSE:NHI) in the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor purchased 77,029 shares of the real estate investment trust’s stock, valued at approximately $5,883,000. National Health Investors makes up approximately 0.6% of Morgan Stanley Institutional Investment Advisors LLC’s portfolio, making the stock its 5th biggest position.

Several other large investors also recently made changes to their positions in NHI. Norges Bank bought a new stake in shares of National Health Investors during the 4th quarter worth about $55,301,000. JPMorgan Chase & Co. boosted its stake in National Health Investors by 34.0% during the 3rd quarter. JPMorgan Chase & Co. now owns 1,613,051 shares of the real estate investment trust’s stock valued at $128,238,000 after purchasing an additional 409,559 shares during the period. Balyasny Asset Management L.P. boosted its stake in National Health Investors by 66.9% during the 2nd quarter. Balyasny Asset Management L.P. now owns 614,960 shares of the real estate investment trust’s stock valued at $43,121,000 after purchasing an additional 246,486 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its stake in National Health Investors by 481.3% during the 3rd quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 236,383 shares of the real estate investment trust’s stock valued at $18,792,000 after purchasing an additional 195,716 shares during the period. Finally, Centersquare Investment Management LLC boosted its stake in National Health Investors by 21.8% during the 3rd quarter. Centersquare Investment Management LLC now owns 986,708 shares of the real estate investment trust’s stock valued at $78,443,000 after purchasing an additional 176,410 shares during the period. Institutional investors own 62.51% of the company’s stock.

National Health Investors Price Performance

Shares of NYSE:NHI opened at $72.15 on Friday. The business has a 50 day moving average price of $77.29 and a 200 day moving average price of $80.08. National Health Investors, Inc. has a twelve month low of $67.94 and a twelve month high of $91.38. The company has a market cap of $3.50 billion, a price-to-earnings ratio of 23.27, a PEG ratio of 3.75 and a beta of 0.52. The company has a quick ratio of 8.20, a current ratio of 8.20 and a debt-to-equity ratio of 0.83.

National Health Investors (NYSE:NHI) last announced its quarterly earnings data on Monday, May 4th. The real estate investment trust reported $0.82 EPS for the quarter, missing analysts’ consensus estimates of $1.21 by ($0.39). National Health Investors had a return on equity of 9.82% and a net margin of 36.86%.The firm had revenue of $115.13 million during the quarter, compared to the consensus estimate of $70.22 million. During the same quarter in the prior year, the business posted $1.15 EPS. National Health Investors’s revenue was up 28.9% compared to the same quarter last year. 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 5.07 earnings per share for the current year.

National Health Investors Dividend Announcement

The company 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 $0.92 dividend. The ex-dividend date is Tuesday, June 30th. This represents a $3.68 dividend on an annualized basis and a dividend yield of 5.1%. National Health Investors’s dividend payout ratio (DPR) is currently 118.71%.

Insider Activity at National Health Investors

In other news, CEO D. Eric Mendelsohn acquired 1,500 shares of National Health Investors stock in a transaction on Friday, June 5th. The stock was bought at an average price of $68.84 per share, for a total transaction of $103,260.00. Following the transaction, the chief executive officer owned 133,316 shares of the company’s stock, valued at $9,177,473.44. The trade was a 1.14% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the SEC, which is accessible through this link. Corporate insiders own 2.70% of the company’s stock.

Wall Street Analysts Forecast Growth

Several brokerages recently weighed in on NHI. Truist Financial decreased their target price on National Health Investors from $89.00 to $81.00 and set a “buy” rating for the company in a research note on Friday. Cantor Fitzgerald restated an “overweight” rating and set a $94.00 target price on shares of National Health Investors in a research note on Wednesday, April 22nd. Wells Fargo & Company decreased their target price on National Health Investors from $84.00 to $79.00 and set an “equal weight” rating for the company in a research note on Monday, June 1st. Finally, Weiss Ratings restated a “buy (b)” rating on shares of National Health Investors in a research note on Friday, March 27th. One equities research analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat.com, National Health Investors has a consensus rating of “Moderate Buy” and a consensus price target of $85.33.

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.