NHI National Health Investors (NHI) Q2 FY26 earnings call
National Health Investors executed on its strategic plan in Q2 FY26, completing the significant NHC portfolio sale and expanding its SHOP platform. The company is investing in infrastructure and leadership to support future growth, aiming for a higher SHOP exposure. While same-store NOI on legacy properties declined, newer SHOP investments performed in line with expectations, and the company maintains a strong balance sheet and liquidity for future acquisitions.
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NHI operating KPIs by quarter
| KPI | Dec 2025 Q4 FY25 | This call Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|
| Properties Same-store SHOP | 15Our 15 property same-store SHOP portfolio, NOI declined 0.9% to $3.2 million from the prior year fourth quarter, but was sequentially up 8.7% from the third quarter.Source: earnings call transcript | 15Same-store NOI on the 15 legacy Holiday properties, which represents less than 5% of total annualized NOI declined 6.3% year-over-year to $3.6 million.Source: earnings call transcript | 0% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.