Jun 2026 (Q2 FY26) — Aug 11, 2026
National Health Investors Q2 FY26 — Strategic Portfolio Restructuring and SHOP Expansion
Read the full callNational Health Investors (NHI) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
National Health Investors earnings: last reported Tue, 11 Aug 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 121 | +33.8% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | Operating profit / revenue | Quarter to Jun 2026 | Not in the filed figures for the quarter to jun 2026. No older figure is substituted. | ||
| Net profit | 55.7 | +50.5% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
$64.7 −2.38% · −$1.58
Performance −14.1% 1Y
1Y: $75.35 on 17 Oct 2025 → $64.7. High $91.02 (17 Feb 2026), low $63.96 (7 Oct 2026).
- Previous close
- $66.28
- 52-week range
- $63.96 – $91.02
- One year
- −14.97%
Overview
- Symbol
- NHI
- Sector
- Real Estate
- Exchange
- US
- Currency
- USD
Call summaries
Dec 2025 (Q4 FY25) — Feb 27, 2026
National Health Investors, Inc. Q4 FY25 — Strong SHOP Growth and Active Investment Pipeline
Read the full callEvery analysed call
National Health Investors earnings calls (NHI)
Financials
What the filings say
Net profit, year on year: +51% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 83 | 86 | 89 | 91 | 90 | 106 | 115 | 121 |
| Interest | 15 | 15 | 14 | 15 | 14 | 14 | 15 | 16 |
| Profit before tax | — | — | — | 35 | — | — | — | 56 |
| Tax rate | — | — | — | 0.0% | — | — | — | 1.3% |
| Net profit | 29 | 43 | 34 | 37 | 33 | 38 | 40 | 56 |
| EPS ($ per share) | 0.66 | — | 0.75 | 0.79 | 0.69 | — | 0.83 | 1.15 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Reserves | — | — | — | — | 2,331 | 2,467 | 2,605 | 2,747 |
| Total liabilities | 1,361 | 1,544 | 1,598 | 1,322 | 1,218 | 1,214 | 1,229 | 1,257 |
| Fixed assets | 2,367 | 2,560 | 2,667 | 2,318 | 2,118 | 2,107 | 2,211 | 2,472 |
| Total assets | 2,751 | 3,042 | 3,120 | 2,839 | 2,507 | 2,488 | 2,614 | 2,797 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 208 | 241 | 232 | 211 | 185 | 184 | 208 | 237 |
| Cash from investing | -250 | -343 | -90 | 185 | 198 | -12 | -192 | -269 |
| Cash from financing | 44 | 107 | -112 | -403 | -401 | -170 | -14 | 26 |
| Net cash flow | — | — | 31 | -7 | -18 | 3 | 2 | -7 |
| Capital expenditure | -148 | -237 | -117 | -50 | -11 | -50 | -158 | -294 |
| Free cash flow | 60 | 4 | 115 | 161 | 174 | 135 | 50 | -57 |
NHI operating KPIs by quarter
| KPI | Dec 2025 Q4 FY25 | 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.
Insider filings
80 filings between Nov 20, 2025 and Jul 27, 2026.
Open market
decisions to buy or sellPurchases
$167.0K
2 purchases by 2 insiders
Sales
None
No insider sold shares.
Compensation
not trading decisions- 12
- Award — granted as compensation
- 40
- Option exercise — converted options into shares
- 25
- Tax withheld — shares kept back by the company to cover tax
Also filed: 1 gift.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Mendelsohn D. Eric | $103.3K | — | Jun 5, 2026 |
| MCCABE ROBERT A JR | $63.8K | — | Jun 15, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Jul 27, 2026 | Maingot Christian Ken Chief Operating Officer | Award | 2,370 | $0 |
| Jun 15, 2026 | MCCABE ROBERT A JR Director | Purchase | 890 | $63.8K |
| Jun 5, 2026 | Jobe James R Director | Gift | 225 | $0 |
| Jun 5, 2026 | Mendelsohn D. Eric CEO and President | Purchase | 1,500 | $103.3K |
| May 5, 2026 | Spaid John L CFO/EVP Finance | Tax withheld | 314 | $23.0K |
| May 5, 2026 | Mendelsohn D. Eric CEO and President | Tax withheld | 394 | $28.8K |
| May 5, 2026 | Travis David L SVP/Chief Accounting Officer | Tax withheld | 282 | $20.6K |
| Mar 3, 2026 | PASCOE KEVIN CARLTON Chief Investment Officer | Award | 4,726 | $0 |
| Mar 3, 2026 | Spaid John L CFO/EVP Finance | Award | 5,072 | $0 |
| Mar 3, 2026 | Travis David L SVP/Chief Accounting Officer | Tax withheld | 411 | $35.7K |
| Mar 3, 2026 | Mendelsohn D. Eric CEO and President | Award | 14,409 | $0 |
| Mar 3, 2026 | Blankenship Elizabeth Jackson SVP, Legal Affairs | Award | 2,420 | $0 |
| Mar 3, 2026 | Travis David L SVP/Chief Accounting Officer | Award | 3,458 | $0 |
| Mar 3, 2026 | Donohue Lilly Director | Award | 1,268 | $0 |
| Mar 3, 2026 | MCCABE ROBERT A JR Director | Award | 1,268 | $0 |
| Mar 3, 2026 | COLDEN TRACY M J Director | Award | 1,268 | $0 |
| Mar 3, 2026 | Todd Candice W Director | Award | 1,268 | $0 |
| Mar 3, 2026 | Jobe James R Director | Award | 1,268 | $0 |
| Mar 3, 2026 | Chapin Robert Director | Award | 1,268 | $0 |
| Mar 3, 2026 | Mendelsohn D. Eric CEO and President | Tax withheld | 597 | $51.8K |
| Feb 23, 2026 | Travis David L SVP/Chief Accounting Officer | Option exercise | 8,333 | $481.3K |
| Feb 23, 2026 | Travis David L SVP/Chief Accounting Officer | Option exercise | 8,333 | $481.3K |
| Feb 23, 2026 | PASCOE KEVIN CARLTON Chief Investment Officer | Tax withheld | 6,409 | $577.0K |
| Feb 23, 2026 | PASCOE KEVIN CARLTON Chief Investment Officer | Option exercise | 8,500 | $491.0K |
| Feb 23, 2026 | Mendelsohn D. Eric CEO and President | Tax withheld | 194 | $17.5K |
| Feb 23, 2026 | Mendelsohn D. Eric CEO and President | Option exercise | 13,334 | $770.2K |
| Feb 23, 2026 | Mendelsohn D. Eric CEO and President | Tax withheld | 10,192 | $917.6K |
| Feb 23, 2026 | Spaid John L CFO/EVP Finance | Tax withheld | 236 | $21.2K |
| Feb 23, 2026 | Spaid John L CFO/EVP Finance | Tax withheld | 6,312 | $568.3K |
| Feb 23, 2026 | Travis David L SVP/Chief Accounting Officer | Option exercise | 8,334 | $481.4K |
| Feb 23, 2026 | Spaid John L CFO/EVP Finance | Option exercise | 8,500 | $491.0K |
| Feb 23, 2026 | Travis David L SVP/Chief Accounting Officer | Tax withheld | 19,322 | $1.74M |
| Feb 19, 2026 | COLDEN TRACY M J Director | Option exercise | 10,000 | $733.4K |
| Feb 19, 2026 | COLDEN TRACY M J Director | Tax withheld | 8,267 | $733.4K |
| Feb 17, 2026 | Jobe James R Director | Option exercise | 10,000 | $733.4K |
| Feb 17, 2026 | Mendelsohn D. Eric CEO and President | Tax withheld | 22,055 | $2.01M |
| Feb 17, 2026 | Mendelsohn D. Eric CEO and President | Option exercise | 25,000 | $1.83M |
| Feb 17, 2026 | Jobe James R Director | Tax withheld | 8,058 | $733.4K |
| Feb 12, 2026 | MCCABE ROBERT A JR Director | Tax withheld | 8,180 | $733.4K |
| Feb 12, 2026 | MCCABE ROBERT A JR Director | Option exercise | 10,000 | $733.4K |
| Feb 11, 2026 | PASCOE KEVIN CARLTON Chief Investment Officer | Option exercise | 15,000 | $1.10M |
| Feb 11, 2026 | PASCOE KEVIN CARLTON Chief Investment Officer | Tax withheld | 13,463 | $1.19M |
| Feb 9, 2026 | Travis David L SVP/Chief Accounting Officer | Tax withheld | 28,868 | $2.46M |
| Feb 9, 2026 | Travis David L SVP/Chief Accounting Officer | Option exercise | 2,404 | $128.4K |
| Feb 9, 2026 | Travis David L SVP/Chief Accounting Officer | Option exercise | 8,334 | $456.1K |
| Feb 9, 2026 | Travis David L SVP/Chief Accounting Officer | Option exercise | 8,333 | $456.1K |
| Feb 9, 2026 | Travis David L SVP/Chief Accounting Officer | Option exercise | 8,333 | $456.1K |
| Feb 9, 2026 | Travis David L SVP/Chief Accounting Officer | Option exercise | 9,796 | $523.2K |
| Feb 5, 2026 | Todd Candice W Director | Tax withheld | 8,705 | $733.5K |
| Feb 5, 2026 | Todd Candice W Director | Option exercise | 10,000 | $733.4K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
Your own record
Start an Inve Case for NATIONAL HEALTH INVESTORS INC
Free account. Everything above stays public.
Write why you follow NATIONAL HEALTH INVESTORS INC and the condition you want checked. Inve compares your numeric conditions with available results and management guidance; your own conditions remain yours to review.
Keep reading