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National Health Investors (NHI) Price & Analysis

NHI Stock Chart & Stats

MX$1,225.72MX$0.00(0.00%)
At close: 4:00 PM EDT
MXN 1,000MXN 1,250MXN 1,50028 Dec14 Mar
Day’s Range
MXN 1,225.72 - MXN 1,225.72
52-Week Range
MXN 1,225.72 - MXN 1,409.80
Previous Close
MXN 1,225.72
Volume
0
Average Volume (3M)
0
Market Cap
MXN 61.85B
Enterprise Value
MXN 4.96B
Total Cash (Recent Filing)
MXN 30.39M
Total Debt (Recent Filing)
MXN 1.28B
Price to Earnings (P/E)
19.3
Beta
-0.17
Next Earnings
Nov 09, 2026
EPS Estimate
22.24
Next Dividend Ex-Date
N/A
Dividend Yield
6.48%

Bulls Say, Bears Say

Bulls Say

Cash Generation

Consistent, high cash conversion and rising free cash flow (FCF ~$192M–$235M in recent years; TTM FCF up ~4%) underpin durable ability to fund dividends, reinvest in assets, and service financing. Strong OCF/FCF reduces reliance on equity issuance and supports long‑term capital allocation flexibility.

Balance Sheet & Liquidity

The $560M portfolio sale materially boosted liquidity and is expected to generate a large gain (~$541.6M), with $221M already deployed into 1031 replacements and ~$334M held for reinvestment. This strengthens near‑term cash reserves, lowers refinancing pressure, and creates optionality for accretive deployments or paydown.

SHOP Platform Scale & Diversification

Rapid SHOP expansion to ~$850M (≈24% of assets) plus a sizable pipeline (~$420M) and signed LOIs (~$127M) diversifies revenue toward higher‑yield private‑pay senior housing. Scale can deliver higher yields, portfolio diversification, and operational upside if management converts pipeline and stabilizes same‑store performance.

Bears Say

Debt Reporting Discontinuity

A large step‑change in reported debt undermines trend comparability and raises questions on accounting or balance‑sheet presentation after the NHC sale. Investors need clarity to assess sustainable leverage, covenant headroom and refinancing risk given historical debt‑to‑equity around 0.76–0.91.

SHOP Same‑store & Operational Headwinds

Operational disruptions (units offline, move‑outs, elevated deaths) have caused occupancy and same‑store NOI declines, which can erode cash rents and tenant coverage metrics. Recovery may take multiple quarters and could weigh on FFO stability and the timeline to realize SHOP underwriting returns.

Compressed Acquisition Yields

A tighter acquisition market with yields compressed materially reduces underwriting margins for new SHOP and portfolio deals, making it harder to deploy capital accretively. Persistent compression pressures long‑term NOI growth potential and requires stronger operational execution to preserve returns.

National Health Investors News

NHI FAQ

What was National Health Investors’s price range in the past 12 months?
National Health Investors lowest stock price was Mex$1225.72 and its highest was Mex$1409.80 in the past 12 months.
What is National Health Investors’s market cap?
National Health Investors’s market cap is Mex$61.85B.
When is National Health Investors’s upcoming earnings report date?
National Health Investors’s upcoming earnings report date is Nov 09, 2026 which is in 8 days.
How were National Health Investors’s earnings last quarter?
National Health Investors released its earnings results on Aug 10, 2026. The company reported Mex$21.604 earnings per share for the quarter, beating the consensus estimate of Mex$15.837 by Mex$5.767.
Is National Health Investors overvalued?
According to Wall Street analysts National Health Investors’s price is currently Undervalued.
Does National Health Investors pay dividends?
National Health Investors does not currently pay dividends.
What is National Health Investors’s EPS estimate?
National Health Investors’s EPS estimate is 22.24.
How many shares outstanding does National Health Investors have?
National Health Investors has 49,110,435 shares outstanding.
What happened to National Health Investors’s price movement after its last earnings report?
National Health Investors reported an EPS of Mex$21.604 in its last earnings report, beating expectations of Mex$15.837. Following the earnings report the stock price went same 0%.
Which hedge fund is a major shareholder of National Health Investors?
Currently, no hedge funds are holding shares in MX:NHI
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology