National Health Investors (NHI) reported second-quarter 2026 results for the period ended June 30, with total revenues of $121.3 million, compared with $90.7 million a year earlier. Net income was $55.4 million, and net income attributable to common stockholders was $55.6 million.
The company said diluted earnings per share rose to $1.15 from $0.79 in the prior-year quarter. NHI also declared a quarterly cash dividend increase to $0.94 per share from $0.92 per share, payable Nov. 6, 2026, to common stockholders of record as of Sept. 30, 2026.
- Second-quarter total revenues were $121.3 million, up from $90.7 million in the year-earlier period.
- Net income attributable to common stockholders was $55.6 million for the quarter.
- Basic and diluted earnings per share were both $1.15.
- Normalized FAD rose to $61.6 million from $56.0 million a year earlier.
- NHI completed dispositions of four properties in the quarter for aggregate net proceeds of $91.8 million.
- The company completed the sale of the NHC leased portfolio on July 1, 2026, for cash consideration of $560.0 million.
- As of June 30, 2026, NHI had $1.2 billion of consolidated net debt and $500.0 million available under its ATM equity program.
$NHI Insider Trading Activity
$NHI insiders have traded $NHI stock on the open market 2 times in the past 6 months. Of those trades, 2 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $NHI stock by insiders over the last 6 months:
- D. ERIC MENDELSOHN (CEO and President) purchased 1,500 shares for an estimated $103,260
- ROBERT A JR MCCABE purchased 890 shares for an estimated $63,767
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$NHI Hedge Fund Activity
We have seen 157 institutional investors add shares of $NHI stock to their portfolio, and 118 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BLACKROCK, INC. added 3,926,380 shares (+81.7%) to their portfolio in Q2 2026, for an estimated $299,425,738
- CENTERSQUARE INVESTMENT MANAGEMENT LLC removed 1,107,398 shares (-96.0%) from their portfolio in Q2 2026, for an estimated $84,450,171
- BANK OF NEW YORK MELLON CORP added 1,091,732 shares (+212.1%) to their portfolio in Q2 2026, for an estimated $83,255,482
- STATE STREET CORP added 761,547 shares (+38.6%) to their portfolio in Q2 2026, for an estimated $58,075,574
- MILLENNIUM MANAGEMENT LLC added 291,832 shares (+62.1%) to their portfolio in Q1 2026, for an estimated $23,597,535
- PRINCIPAL FINANCIAL GROUP INC added 276,186 shares (+16.2%) to their portfolio in Q2 2026, for an estimated $21,061,944
- SUSQUEHANNA INTERNATIONAL GROUP, LLP added 209,198 shares (+462.9%) to their portfolio in Q1 2026, for an estimated $16,915,750
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
