National Health Investors (NHI)

NHI/REIT, Inc. • Florida Holdings • Inchin Along, LLC • NHI REIT of Alabama, L.P. • NHI-REIT of California, LP • NHI/REIT of Florida, L.P. • NHI-REIT of Georgia, L.P. • NHI-REIT of Idaho, L.P. • NHI-REIT of Missouri, LP • NHI-REIT of South Carolina, L.P. ...

IRS number

621470956

NHI stock data

1M 3M 6M 1Y

Analyst ratings and price targets

Last 3 months

B of A Securities

Initiated

Buy

$92.00

24 Sep 24

Latest filings (excl ownership)

View all

8-K

NHI Announces Appointment of Candice Todd to the Board of Directors

2 Dec 24

8-K

NHI Announces Retirement of W. Andrew Adams from the Board of Directors

5 Nov 24

8-K

NHI Issues Investor Update

5 Nov 24

8-K

Regulation FD Disclosure

5 Nov 24

8-K

NHI Announces Third Quarter 2024 Results

5 Nov 24

Entry into a Material Definitive Agreement

25 Oct 24

8-K

Entry into a Material Definitive Agreement

16 Aug 24

424B5

Prospectus supplement for primary offering

15 Aug 24

424B5

Prospectus supplement for primary offering

14 Aug 24

Transcripts

View all

NHI

Earnings call transcript

2024 Q3

6 Nov 24

NHI

Earnings call transcript

2024 Q2

7 Aug 24

NHI

Earnings call transcript

2024 Q1

7 May 24

NHI

Earnings call transcript

2023 Q4

21 Feb 24

NHI

Earnings call transcript

2023 Q3

8 Nov 23

NHI

Earnings call transcript

2023 Q2

9 Aug 23

NHI

Earnings call transcript

2023 Q2

9 Aug 23

NHI

Earnings call transcript

2023 Q1

10 May 23

NHI

Earnings call transcript

2022 Q4

22 Feb 23

NHI

Earnings call transcript

2022 Q3

9 Nov 22

Latest ownership filings

View all

W ANDREW ADAMS

3 Oct 24

Kristin Sallee Gaines

Financial summary

Financial statements Chart NHI financial data

Quarter (USD)	Sep 24	Mar 24	Dec 23	Sep 23
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 23	Dec 22	Dec 21	Sep 21
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Cash burn rate (est.)	Burn method: Change in cash		Burn method: Operating income		Burn method: FCF (opex + capex)
	Last Q	Avg 4Q	Last Q	Avg 4Q	Last Q	Avg 4Q
Cash on hand (at last report)	17.77 mm	17.77 mm	17.77 mm	17.77 mm		17.77 mm
Cash burn (monthly)	(no burn)	125.58 k	(no burn)	(no burn)		(no burn)
Cash used (since last report)	n/a	351.48 k	n/a	n/a		n/a
Cash remaining	n/a	17.42 mm	n/a	n/a		n/a
Runway (months of cash)	n/a	138.7	n/a	n/a		n/a

Beta Read what these cash burn values mean

Financial data from company earnings reports.

Institutional ownership, Q3 2024

NHI institutional ownership history Ownership history

67.6% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	273	226	+20.8%
Opened positions	66	34	+94.1%
Closed positions	19	26	-26.9%
Increased positions	83	79	+5.1%
Reduced positions	87	76	+14.5%

13F shares	Current	Prev Q	Change
Total value	2.38 tn	1.79 tn	+33.1%
Total shares	29.33 mm	27.38 mm	+7.1%
Total puts	5.80 k	13.60 k	-57.4%
Total calls	9.30 k	10.20 k	-8.8%
Total put/call ratio	0.6	1.3	-53.2%

Largest owners	Shares	Value	Change
Vanguard	6.32 mm	$531.36 bn	+3.0%
BLK BlackRock	4.47 mm	$375.84 bn	NEW
STT State Street	1.86 mm	$158.08 bn	-0.7%
PFG Principal Financial	1.57 mm	$131.61 bn	-11.4%
MQBKY Macquarie Group Limited	1.23 mm	$103.22 bn	+12.5%
Geode Capital Management	1.09 mm	$92.03 bn	+0.8%
Charles Schwab Investment Management	852.38 k	$71.65 bn	+17.0%
BAC Bank of America	779.62 k	$65.53 bn	-8.2%
Dimensional Fund Advisors	613.80 k	$51.59 bn	+1.0%
Lasalle Investment Management Securities	605.04 k	$50.86 bn	+0.6%

Largest transactions	Shares	Bought/sold	Change
BLK BlackRock	4.47 mm	+4.47 mm	NEW
BLK BlackRock	0.00	-4.41 mm	EXIT
Norges Bank	0.00	-544.59 k	EXIT
PRU Prudential Financial	421.44 k	+357.40 k	+558.1%
Zimmer Partners	300.00 k	+300.00 k	NEW
Centersquare Investment Management	290.25 k	+290.25 k	NEW
Marshall Wace	210.87 k	+210.87 k	NEW
PFG Principal Financial	1.57 mm	-201.14 k	-11.4%
Land & Buildings Investment Management	223.06 k	-194.78 k	-46.6%
Ubs Global Asset Management Americas	242.33 k	+186.24 k	+332.0%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

NHI insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
27 Sep 24	W Andrew Adams	Common Stock by JMA Grandchildren's Trust	Other	Dispose J	Yes	No	0	12,635	0.00	0
25 Sep 24	Kristin Sallee Gaines	Common Stock	Payment of exercise	Dispose F	No	No	84.66	48,665	4.12 mm	57,944
25 Sep 24	Kristin Sallee Gaines	Common Stock	Option exercise	Acquire M	No	No	69.2	18,334	1.27 mm	106,609
25 Sep 24	Kristin Sallee Gaines	Common Stock	Option exercise	Acquire M	No	No	69.2	18,333	1.27 mm	88,275
25 Sep 24	Kristin Sallee Gaines	Common Stock	Option exercise	Acquire M	No	No	69.2	18,333	1.27 mm	69,942
25 Sep 24	Kristin Sallee Gaines	Stock Options (Right to Buy) 2-25-2021 Common Stock	Option exercise	Dispose M	No	No	69.2	18,334	1.27 mm	0
25 Sep 24	Kristin Sallee Gaines	Stock Options (Right to Buy) 2-25-2021 Common Stock	Option exercise	Dispose M	No	No	69.2	18,333	1.27 mm	0
25 Sep 24	Kristin Sallee Gaines	Stock Options (Right to Buy) 2-25-2021 Common Stock	Option exercise	Dispose M	No	No	69.2	18,333	1.27 mm	0
18 Sep 24	Travis David L	Common Stock	Payment of exercise	Dispose F	No	No	85.15	10,406	886.07 k	16,055
18 Sep 24	Travis David L	Common Stock	Option exercise	Acquire M	No	No	69.2	332	22.97 k	26,461