Inferra AI / Company / NHI
National Health Investors Inc
NHI · Real Estate
Last earnings Aug 10, 2026
AI analysis
Q1 2026 · reported May 4, 2026
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
The event-summary record for this company carries no extracted figures, so the brief and charts cannot be drawn yet. The summary below and the held documents are the record for this event.
Guidance · company-stated
No guidance located in the held release
Capital allocation
Interest expense increased $0.7 million, or 4.9%, primarily due to interest expense associated with the Company s 2033 Senior Notes which were issued in September 2025, partially offset by a decrease in the amounts outstanding under the Company s revolving credit facility and bank term loan in the current period compared to the prior year period.
Balance Sheet and Liquidity As of March 31, 2026, the Company had $1.2 billion in consolidated net debt, including $309.0 million outstanding on its $700.0 million revolving credit facility.
Company-stated claims
Forward-looking · 137% increase · other
“CEO Comments We continued to expand our Senior Housing Operating Portfolio ( SHOP ) with second quarter invested capital of $854.8 million, a 137% increase from the prior year period, said Eric Mendelsohn, NHI s President and CEO.”
EX-99 · Aug 10, 2026Historical · increased by approximately 188% · other
“Our total SHOP NOI for the second quarter increased by approximately 188% year-over-year driven by our recent acquisitions while the same-store SHOP results were ahead of expectations.”
EX-99 · Aug 10, 2026Event summary
(NYSE NHI) announced today its results for the quarter ended March 31, 2026
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Guidance & outlook
No guidance located in the held release
Capital allocation
Interest expense increased $0.7 million, or 4.9%, primarily due to interest expense associated with the Company s 2033 Senior Notes which were issued in September 2025, partially offset by a decrease in the amounts outstanding under the Company s revolving credit facility and bank term loan in the current period compared to the prior year period.
SEC original ↗National Health Investors Inc — Earnings release (8-K exhibit)EX-99May 4, 2026
Balance Sheet and Liquidity As of March 31, 2026, the Company had $1.2 billion in consolidated net debt, including $309.0 million outstanding on its $700.0 million revolving credit facility.
SEC original ↗National Health Investors Inc — Earnings release (8-K exhibit)EX-99May 4, 2026
The Company continues to maintain a strong financial profile with a consolidated net debt to adjusted EBITDA ratio of 4.0x, which is currently well within the Company s target range of 3.5x to 4.5x.
SEC original ↗National Health Investors Inc — Earnings release (8-K exhibit)EX-99May 4, 2026
The Company is in compliance with all debt covenants and has investment grade credit ratings from Moody s, S P Global and Fitch Ratings.
SEC original ↗National Health Investors Inc — Earnings release (8-K exhibit)EX-99May 4, 2026
NHI Reports First Quarter 2026 Results Page 4 Shelf Registration Statement In March 2026, the Company renewed its automatic shelf registration statement, on file with the SEC, which allows the Company to offer and sell to the public an unspecified amount of common stock, preferred stock, debt securities, warrants and or units at prices and on terms to be announced when and if such securities are offered.
SEC original ↗National Health Investors Inc — Earnings release (8-K exhibit)EX-99May 4, 2026
2 Includes credit loss expense, non-real estate depreciation, net, amortizations associated with debt facilities and participating securities.
SEC original ↗National Health Investors Inc — Earnings release (8-K exhibit)EX-99May 4, 2026
Strategy & priorities
While same-store SHOP performance was impacted by near-term operating headwinds, we remain focused on executing our strategy and see solid performance from our recent SHOP additions.
SEC original ↗National Health Investors Inc — Earnings release (8-K exhibit)EX-99May 4, 2026
We remain focused on expanding our private-pay senior housing portfolio and believe our positioning supports our longer-term growth objectives, concluded Mr.
SEC original ↗National Health Investors Inc — Earnings release (8-K exhibit)EX-99May 4, 2026
The Company owns, leases, operates and finances the development of high-quality real estate properties, focusing on senior housing communities and medical facilities.
SEC original ↗National Health Investors Inc — Earnings release (8-K exhibit)EX-99May 4, 2026
We own, lease, operate and finance the development of high-quality real estate properties throughout the United States, focusing on senior housing communities and medical facilities.
SEC original ↗National Health Investors Inc — 10-Q Quarterly report10-QAug 10, 2026
Mortgage and Other Notes Receivable In our Real Estate Investments segment, we enter into financing arrangements with our tenants, or their affiliates, and other third-party healthcare operators which provide funding for the acquisition or construction of new healthcare properties, renovation and expansion projects at existing healthcare properties and working capital or other corporate needs.
SEC original ↗National Health Investors Inc — 10-Q Quarterly report10-QAug 10, 2026
Risks & headwinds
While same-store SHOP performance was impacted by near-term operating headwinds, we remain focused on executing our strategy and see solid performance from our recent SHOP additions.
SEC original ↗National Health Investors Inc — Earnings release (8-K exhibit)EX-99May 4, 2026
Forward-looking statements involve known and unknown risks and uncertainties that may cause the actual results in future periods to differ materially from those projected or contemplated in the forward-looking statements.
SEC original ↗National Health Investors Inc — Earnings release (8-K exhibit)EX-99May 4, 2026
Such risks and uncertainties include those risks and uncertainties which are described under the heading Risk Factors in Item 1A in the Company s Annual Report on Form 10-K for the year ended December 31, 2025 and the Quarterly Report on Form 10-Q for the quarter ended March 31, 2026.
SEC original ↗National Health Investors Inc — Earnings release (8-K exhibit)EX-99May 4, 2026
Legal Proceedings 71 Item 1A.
SEC original ↗National Health Investors Inc — 10-Q Quarterly report10-QAug 10, 2026
We recognize contingent lease inducements in the period in which the uncertainty associated with the contingent consideration becomes probable that it will be subsequently resolved and that a significant reversal of amounts recognized in revenues is not likely to occur.
SEC original ↗National Health Investors Inc — 10-Q Quarterly report10-QAug 10, 2026
Contingent consideration deemed to be probable at the acquisition date, if any, is also included in the purchase price allocation if the uncertainty associated with the contingent consideration has been resolved and a significant reversal of amounts recognized is not likely to occur.
SEC original ↗National Health Investors Inc — 10-Q Quarterly report10-QAug 10, 2026
Earnings deck slides
0 decks with slide viewNational Health Investors Inc — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
National Health Investors Inc — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
30 documentsEarnings releases
6 documentsPresentations
2 documents
Transcripts
0 documentsNo transcripts for National Health Investors Inc are held in this edition of the library.
Mentioned by
2 companiesOther tracked companies whose held documents mention National Health Investors Inc by name or ticker. A mention is counted once per document, from the document text the library holds.
National Healthcare Corp (NHC)
“sey Reese 615-571-2992 | [email protected] NHC COMPLETES ACQUISITION OF THIRTY-FIVE NHI FACILITIES MURFREESBORO, TN. (July 1, 2026) – National Healthcare Corporation… …will yield strong, long-term returns for our investors and is expected”
“ 98.9 % 210,605 30.5 % Basic-Net income attributable to NHI shareholders per share (Yen) 66.54 85.39 … …equity per share (Yen) 1,277.99 1,291.77 Table of Conten”
See also the earnings calendar for every tracked company’s next earnings date.