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NHI Stock Analysis 2026 - NATIONAL HEALTH INVESTORS INC AI Rating

NHI NYSE Real Estate Investment Trusts MD CIK: 0000877860
Recently Updated • Analysis: Apr 13, 2026 • SEC Data: 2025-12-31
HOLD
65% Conf
Pending
Analysis scheduled

📊 NHI Key Takeaways

Revenue: $375.6M
Net Margin: 37.9%
Free Cash Flow: $-57.5M
Current Ratio: N/A
Debt/Equity: 0.77x
EPS: $3.02
AI Rating: HOLD with 65% confidence

Is NHI a Good Investment? Thesis Analysis

Claude

NHI demonstrates strong operating profitability (42.9% margin) and revenue expansion, but exhibits critical cash flow deterioration with -$57.5M FCF and minimal net income growth (+0.1%) despite 369% revenue growth, indicating acquisition-driven expansion with integration challenges. Low cash reserves ($19.6M) and modest interest coverage (2.8x) create refinancing risk in a leveraged structure.

Why Buy NHI? Key Strengths

Claude
  • + Exceptional operating margin of 42.9% and net margin of 37.9% indicating efficient core business operations
  • + Substantial operating cash flow of $236.6M providing substantial cash generation before capital deployment
  • + Moderate leverage with 0.77x debt-to-equity ratio and reasonable liability-to-asset mix

NHI Investment Risks to Consider

Claude
  • ! Critical negative free cash flow of -$57.5M with capex ($294M) significantly exceeding operating cash generation, unsustainable long-term
  • ! Dangerously low cash position of $19.6M against $1.2B debt obligations creates significant refinancing and liquidity risk
  • ! Earnings quality deterioration: diluted EPS down 3.5% YoY and net income flat (+0.1%) despite 369% revenue growth suggests margin compression, integration costs, or acquisition-related charges

Key Metrics to Watch

Claude
  • * Free cash flow trajectory and cash balance trend in subsequent quarters
  • * Interest coverage ratio sustainability given debt load
  • * Net income growth recovery and operating margin stability post-acquisition

NHI Financial Metrics

Revenue
$375.6M
Net Income
$142.2M
EPS (Diluted)
$3.02
Free Cash Flow
$-57.5M
Total Assets
$2.8B
Cash Position
$19.6M

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

NHI Profitability Ratios

Gross Margin N/A
Operating Margin 42.9%
Net Margin 37.9%
ROE 9.3%
ROA 5.1%
FCF Margin -15.3%

NHI vs Default Sector

How NATIONAL HEALTH INVESTORS INC compares to Default sector averages

Net Margin
NHI 37.9%
vs
Sector Avg 12.0%
NHI Sector
ROE
NHI 9.3%
vs
Sector Avg 15.0%
NHI Sector
Current Ratio
NHI 0.0x
vs
Sector Avg 1.8x
NHI Sector
Debt/Equity
NHI 0.8x
vs
Sector Avg 0.7x
NHI Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is NHI Overvalued or Undervalued?

Based on fundamental analysis, NATIONAL HEALTH INVESTORS INC has mixed fundamental signals relative to the Default sector in 2026.

Return on Equity
9.3%
Sector avg: 15%
Net Profit Margin
37.9%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.77x
Sector avg: 0.7x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

NHI Balance Sheet & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.77x
Debt/Assets
44.9%
Interest Coverage
2.81x
Long-term Debt
$1.2B

NHI 5-Year Financial Trend & Growth Analysis

NHI 5-year financial data: Year 2022: Revenue $35.8M, Net Income $185.1M, EPS $4.14. Year 2023: Revenue $48.8M, Net Income $111.8M, EPS $2.44. Year 2024: Revenue $54.4M, Net Income $66.4M, EPS $1.48. Year 2025: Revenue $80.1M, Net Income $135.7M, EPS $3.13.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: NATIONAL HEALTH INVESTORS INC's revenue has grown significantly by 124% over the 5-year period, indicating strong business expansion. The most recent EPS of $3.13 reflects profitable operations.

NHI Growth Metrics (YoY)

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-15.3%
Free cash flow / Revenue

NHI Quarterly Performance

Quarterly financial performance data for NATIONAL HEALTH INVESTORS INC including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $13.8M $28.5M $0.65
Q2 2025 $13.4M $35.3M $0.79
Q1 2025 $13.3M $30.9M $0.71
Q3 2024 $12.4M $28.5M $0.65
Q2 2024 $11.8M $35.3M $0.81
Q1 2024 $11.7M $30.9M $0.71
Q3 2023 $12.0M $29.3M $0.68
Q2 2023 $11.8M $21.7M $0.47

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

NHI Capital Allocation

Operating Cash Flow
$236.6M
Cash generated from operations
Capital Expenditures
$294.0M
Investment in assets
Dividends Paid
$169.7M
Returned to shareholders

NHI SEC 10-K & 10-Q Filing Analysis

Access official SEC EDGAR filings for NATIONAL HEALTH INVESTORS INC (CIK: 0000877860)

📋 Recent SEC Filings

Date Form Document Action
Apr 3, 2026 DEF 14A nhi-20260403.htm View →
Mar 16, 2026 8-K d114456d8k.htm View →
Mar 5, 2026 4 xslF345X05/form4.xml View →
Mar 5, 2026 4 xslF345X05/form4.xml View →
Mar 5, 2026 4 xslF345X05/form4.xml View →

Frequently Asked Questions about NHI

What is the AI rating for NHI?

NATIONAL HEALTH INVESTORS INC (NHI) has an AI rating of HOLD with 65% confidence, based on fundamental analysis of SEC EDGAR filings.

What are NHI's key strengths?

Claude: Exceptional operating margin of 42.9% and net margin of 37.9% indicating efficient core business operations. Substantial operating cash flow of $236.6M providing substantial cash generation before capital deployment.

What are the risks of investing in NHI?

Claude: Critical negative free cash flow of -$57.5M with capex ($294M) significantly exceeding operating cash generation, unsustainable long-term. Dangerously low cash position of $19.6M against $1.2B debt obligations creates significant refinancing and liquidity risk.

What is NHI's revenue and growth?

NATIONAL HEALTH INVESTORS INC reported revenue of $375.6M.

Does NHI pay dividends?

NATIONAL HEALTH INVESTORS INC pays dividends, with $169.7M distributed to shareholders in the trailing twelve months.

Where can I find NHI SEC filings?

Official SEC filings for NATIONAL HEALTH INVESTORS INC (CIK: 0000877860) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is NHI's EPS?

NATIONAL HEALTH INVESTORS INC has a diluted EPS of $3.02.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is NHI a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, NATIONAL HEALTH INVESTORS INC has a HOLD rating with 65% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is NHI stock overvalued or undervalued?

Valuation metrics for NHI: ROE of 9.3% (sector avg: 15%), net margin of 37.9% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy NHI stock in 2026?

Our dual AI analysis gives NATIONAL HEALTH INVESTORS INC a combined HOLD rating for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is NHI's free cash flow?

NATIONAL HEALTH INVESTORS INC's operating cash flow is $236.6M, with capital expenditures of $294.0M. FCF margin is -15.3%.

How does NHI compare to other Default stocks?

Vs Default sector averages: Net margin 37.9% (avg: 12%), ROE 9.3% (avg: 15%), current ratio N/A (avg: 1.8).

Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 13, 2026 | Data as of: 2025-12-31 | Powered by Claude AI