National Health Investors Azioni (NYSE: NHI)

Ultime notizie per National Health Investors (NYSE:NHI) Azioni

National Health Investors

National Health Investors Inc is a housing and medical facility REIT. The company operates through two reportable segments i.e. Real Estate Investments and Senior Housing Operating Portfolio. The Real Estate Investments segment consists of real estate investments and leases, mortgages, and other notes receivables in independent living facilities, assisted living facilities, entrance-fee communities, senior living campuses, skilled nursing facilities, and a hospital. The SHOP segment is comprised of two ventures that own the operations of independent living facilities. The company's revenues are derived from rental income, mortgage and other notes receivable interest income, and resident fees and services.

National Health Investors, Inc. Common Stock

National Health Investors Inc

NantHealth Inc

Truist Securities analyst Michael Lewis maintains National Health Investors (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NHI#NYSE">NHI</a>) with a Hold and lowers the price target from $78 to $72.

News

Price Target

Analyst Ratings

Truist Securities Maintains Hold on National Health Investors, Lowers Price Target to $72

The most oversold stocks in the real estate sector presents an opportunity to buy into undervalued companies.
The RSI is a momentum indicator, which compares a stock&#8217;s strength on days when prices go up to its strength on days when prices go down. When compared to a stock&#8217;s price action, it can give traders a better sense of how a stock may perform in the short term. An asset is typically considered oversold when the<a href="https://www.benzinga.com/topic/rsi"> RSI is below 30</a>, according to <a href="https://pro.benzinga.com/">Benzinga Pro</a>.
Here's the latest list of major oversold players in this sector, having an RSI near or below 30.
<h3 class="wp-block-heading">National Health Investors Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NHI#NYSE">NHI</a>)</h3>
<ul>
<li>On Nov. 5, the company reported quarterly sales of $82.94 million which beat the analyst consensus estimate of $79.21 million. Eric Mendelsohn, NHI President and CEO, stated, &#8220;Fundamentals remain strong across much of the portfolio with occupancy and EBITDARM coverage improving sequentially from the second quarter across our major asset classes.&#8221; The company's stock fell around 8% over the past month and has a <a href="https://www.benzinga.com/quote/NHI">52-week low of $51.59</a>.</li>
<li>RSI Value: 29.55&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</li>
<li>NHI Price Action: Shares of National Health Investors fell 1.6% to close at $74.35 on Monday.</li>
<li>Benzinga Pro's real-time newsfeed alerted to <a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent121024&amp;t=be2bearmibe3na1">latest NHI news</a>. </li>
</ul>
<figure class="wp-block-image size-full is-resized"><a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent121024&amp;t=be2bearmibe3na1"><img loading="lazy" decoding="async" width="901" height="836" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/10045904/image-74.png" alt="" class="wp-image-684847" style="width:674px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/10045904/image-74.png 901w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/10045904/image-74-300x278.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/10045904/image-74-768x713.png 768w" sizes="(max-width: 901px) 100vw, 901px" /></a></figure>
<h3 class="wp-block-heading">Site Centers Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SITC#NYSE">SITC</a>)&nbsp;&nbsp;</h3>
<ul>
<li>On Nov. 4, the company said third quarter net income attributable to common shareholders was $320.2 million, or $6.07 per diluted share. &#8220;SITE Centers completed the planned spin-off of Curbline Properties on October 1, unlocking a unique and scalable opportunity focused on convenience real estate and providing investors with two distinct business plans,&#8221; commented David R. Lukes, President and Chief Executive Officer. The company's stock fell around 5% over the past month and <a href="https://www.benzinga.com/quote/DOW">has a 52-week low</a> of $10.19.</li>
<li>RSI Value: 27.10</li>
<li>SITC Price Action: Shares of Site Centers gained 0.6% to close at $15.43 on Monday.</li>
<li>Benzinga Pro&#8217;s charting tool helped identify the <a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent121024&amp;t=be2bearmibe3na1">trend in SITC stock</a>.</li>
</ul>
<figure class="wp-block-image size-full is-resized"><a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent121024&amp;t=be2bearmibe3na1"><img loading="lazy" decoding="async" width="906" height="858" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/10040454/image-69.png" alt="" class="wp-image-684747" style="width:698px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/10040454/image-69.png 906w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/10040454/image-69-300x284.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/10040454/image-69-768x727.png 768w" sizes="(max-width: 906px) 100vw, 906px" /></a></figure>
<h3 class="wp-block-heading">Gladstone Land Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LAND#NASDAQ">LAND</a>)</h3>
<ul>
<li>On Nov. 15, Gladstone Land announced the retirement of COO Terry Lee Brubaker. President and Chief Executive Officer, David Gladstone, stated, &#8220;Terry has been an integral part of the Gladstone family since inception. His tenure at Gladstone has been marked by remarkable growth and steadfast dedication. Terry&#8217;s commitment to our funds and our shareholders will be missed.&#8221; The company's stock fell around 12% over the past month and has a 52-week <a href="https://www.benzinga.com/quote/LAND">low of $4.68</a>.</li>
<li>RSI Value: 24.17</li>
<li>LAND Price Action: Shares of Braskem fell 5.8% to close at $4.82 on Friday.</li>
<li>Benzinga Pro&#8217;s signals feature notified of a potential <a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent121024&amp;t=be2bearmibe3na1">breakout in LAND shares</a>.</li>
</ul>
<figure class="wp-block-image size-full is-resized"><a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent121024&amp;t=be2bearmibe3na1"><img loading="lazy" decoding="async" width="902" height="663" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/10040601/image-70.png" alt="" class="wp-image-684748" style="width:630px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/10040601/image-70.png 902w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/10040601/image-70-300x221.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/10040601/image-70-768x565.png 768w" sizes="(max-width: 902px) 100vw, 902px" /></a></figure>
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</ul>

Long Ideas

Pre-Market Outlook

Markets

Trading Ideas

LAND

SITC

Top 3 Real Estate Stocks Which Could Rescue Your Portfolio In Q4

NHI is updating its 2024 annual guidance range which includes the following:
NAREIT FFO per diluted common share to a range of $4.39 - $4.41 from $4.50 - $4.54;
Normalized FFO per diluted common share to a range of $4.43 - $4.44 from $4.52 - $4.56; and
Normalized FAD to a range of $201.8 million - $202.5 million from $200.1 million - $201.8 million;
NAREIT FFO and Normalized FFO revised guidance is primarily due to lower cash lease revenue and interest income assumptions, and a $3.6 million non-cash increase to the credit loss reserve attributable to Senior Living Management. This was partially offset by acquisitions closed since August 2024 funded primarily with forward equity proceeds;
Normalized FAD revised guidance is primarily due to acquisitions closed since August 2024 offset by lower cash lease revenue and interest income assumptions attributable to Senior Living Management.

Guidance

National Health Investors Updates FY24 NAREIT FFO Per Diluted Share From $4.50-$4.54 To $4.39-$4.41; Normalized FFO Per Diluted Share From $4.52-$4.56 To $4.43-$4.44

National Health Investors (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NHI#NYSE">NHI</a>) reported quarterly earnings of $1.03 per share which missed the analyst consensus estimate of $1.08 by 4.63 percent. This is a 4.63 percent decrease over earnings of $1.08 per share from the same period last year. The company reported quarterly sales of $82.94 million which beat the analyst consensus estimate of $79.21 million by 4.72 percent. This is a 3.54 percent increase over sales of $80.11 million the same period last year.

Earnings

Earnings Beats

Earnings Misses

National Health Investors Q3 FFO $1.03 Misses $1.08 Estimate, Sales $82.94M Beat $79.21M Estimate

National Health Investors (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/nhi#NYSE">NHI</a>) has been on a downward spiral lately with significant selling pressure. After declining 10.2% over the past four weeks, the stock looks well positioned for a trend reversal as it is now in oversold territory and there is strong agreement among Wall Street analysts that the company will report better earnings than they predicted earlier.
<h2>How to Determine if a Stock is Oversold</h2>
We use Relative Strength Index (RSI), one of the most commonly used technical indicators, for spotting whether a stock is oversold. This is a momentum oscillator that measures the speed and change of price movements.
RSI oscillates between zero and 100. Usually, a stock is considered oversold when its RSI reading falls below 30.
Technically, every stock oscillates between being overbought and oversold irrespective of the quality of their fundamentals. And the beauty of RSI is that it helps you quickly and easily check if a stock&#39;s price is reaching a point of reversal.
So, by this measure, if a stock has gotten too far below its fair value just because of unwarranted selling pressure, investors may start looking for entry opportunities in the stock for benefitting from the inevitable rebound.
However, like every investing tool, RSI has its limitations, and should not be used alone for making an investment decision.
<h2>Why a Trend Reversal is Due for NHI</h2>
The heavy selling of NHI shares appears to be in the process of exhausting itself, as indicated by its RSI reading of 28.46. So, the trend for the stock could reverse soon for reaching the old equilibrium of supply and demand.
<img alt="3-month RSI Chart for NHI" class="chart" src="https://staticx-tuner.zacks.com/images/articles/charts/yseop/544/NHI_RCI14.jpeg" style="height:auto; width:100%" title="" />
This technical indicator is not the only factor that calls for a potential rebound for the stock. There is a fundamental indicator as well. A strong agreement among sell-side analysts covering NHI in raising earnings estimates for the current year has led to an increase in the consensus EPS estimate by 0.1% over the last 30 days. And an upward trend in earnings estimate revisions usually translates into price appreciation in the near term.
Moreover, NHI currently has a Zacks Rank #2 (Buy), which means it is in the top 20% of more than the 4,000 stocks that we rank based on trends in earnings estimate revisions and EPS surprises. This is a more conclusive indication of the stock&#39;s potential turnaround in the near term.
<a href="https://www.zacks.com/stock/news/2350593/here-s-why-national-health-investors-nhi-is-poised-for-a-turnaround-after-losing-10-18-in-4-weeks?cid=CS-BENZ-FT-tale_of_the_tape|rsi-2350593">To read this article on Zacks.com click here.</a>

Mid Cap

Technicals

Here's Why National Health Investors is Poised for a Turnaround After Losing -10.18% in 4 Weeks

Welltower Inc. (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/well#NYSE">WELL</a>) owns a diversified portfolio of healthcare real estate assets in the key markets of the United States, Canada and the U.K. The favorable senior housing industry, capital-recycling efforts and a healthy balance sheet are likely to continue aiding the company to ride the growth curve.
This Toledo, OH-based healthcare real estate investment trust (REIT) has gained 36.8% in the past six months compared with the industry&#39;s 13.8% growth.
Analysts seem bullish on this Zacks Rank #2 (Buy) company. The Zacks Consensus Estimate for WELL&#39;s 2024 FFO per share has moved marginally northward over the past two months to $4.19.
<img alt="Zacks Investment Research" src="https://staticx-tuner.zacks.com/images/articles/charts/54/80607.jpg?v=60877358" />
Image Source: Zacks Investment Research
<h2>Factors That Make Welltower a Solid Pick</h2>
Favorable SHO Portfolio Dynamics: Given an aging population and an expected rise in senior citizens&#39; healthcare expenditure, Welltower&#39;s seniors&#39; housing operating portfolio is well-poised to capitalize on this positive trend. Muted new supply has also been a tailwind for this industry.
With a supply-demand imbalance, the portfolio is expected to experience sustained occupancy growth in 2024 and the coming years. Capitalizing on these positive aspects, Welltower&#39;s SHO portfolio is well-prepared for compelling multiyear revenue growth. In 2024, management anticipates the same-store SHO NOI to grow within 19-23%, driven by favorable results and expectations for continued strength in the second half of 2024.
Favorable OM Visit Trend: There has been a favorable outpatient visits trend compared with in-patient admissions. Banking on this, the company is optimizing its outpatient medical (OM) portfolio, growing relationships with health system partners, and deploying capital in strategic acquisitions. From the beginning of 2024 through July 29, 2024, Welltower carried out pro-rata acquisitions and loan funding totaling $45.6 million for one OM property.
Given the favorable secular trends and growing need for value-based care, the company&#39;s efforts to strengthen its OM footprint will boost long-term growth.
Capital-Recycling Efforts: WELL&#39;s capital-recycling efforts to finance near-term investment and development opportunities highlight its prudent capital management practices and pave the way for long-term growth.
From the beginning of 2024 through July 29, 2024, the company completed pro-rata gross investments of $2.12 billion. This included $1.63 billion in acquisitions and loan funding and $492.7 million in development funding. During this period, pro rata property dispositions and loan payoffs totaled $685.5 million. As of June 30, 2024, eight SHO and one OM properties were classified as held for sale.
Balance Sheet &amp; Cash Flow Strength: Welltower maintains a healthy balance sheet position and has $8.7 billion of available liquidity as of July 26, 2024. The company enjoys investment-grade credit ratings of BBB+ and Baa1 from S&amp;P Global Ratings and Moody&#39;s, respectively, rendering it access to the debt market at favorable rates.
With a well-laddered debt maturity schedule and enough financial flexibility, Welltower is likely to meet its near-term obligations and fund its development pipeline.
WELL&#39;s current cash flow growth is projected at 20.65% compared with a decline of 4.03% estimated for the industry.
<h2>Other Stocks to Consider</h2>
Some other top-ranked stocks from the broader REIT sector are National Health Investors (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/nhi#NYSE">NHI</a>) and Alpine Income Property Trust (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/pine#NYSE">PINE</a>), each carrying a Zacks Rank #2 at present.
The Zacks Consensus Estimate for National Health Investors&#39; 2024 FFO per share is pegged at $4.55, which suggests year-over-year growth of 5.1%.
The Zacks Consensus Estimate for Alpine&#39;s full-year FFO per share stands at $1.65, which indicates an increase of 12.2% from the year-ago period.
Note: Anything related to earnings presented in this write-up represents funds from operations (FFO), a widely used metric to gauge the performance of REITs.
<a href="https://www.zacks.com/stock/news/2347046/here-s-why-welltower-stock-is-an-apt-portfolio-pick-for-now?cid=CS-BENZ-FT-analyst_blog|rank_focused-2347046">To read this article on Zacks.com click here.</a>

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General

Real Estate

PINE

WELL

Here's Why Welltower Stock is an Apt Portfolio Pick for Now

Wells Fargo analyst John Kilichowski assumes National Health Investors (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NHI#NYSE">NHI</a>) with a Equal-Weight rating and raises Price Target to $86.

Initiation

Wells Fargo Assumes National Health Investors at Equal-Weight, Raises Price Target to $86

B of A Securities analyst Joshua Dennerlein initiates coverage on National Health Investors (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NHI#NYSE">NHI</a>) with a Buy rating and announces Price Target of $92.

B of A Securities Initiates Coverage On National Health Investors with Buy Rating, Announces Price Target of $92

In a new SEC filing on September 5, it was revealed that WEBB, Board Member at National Health Investors (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NHI#NYSE">NHI</a>), executed a significant exercise of company stock options.
What Happened: The latest Form 4 filing on Thursday with the <a href="https://www.sec.gov/Archives/edgar/data/0000877860/000112760224023589//Archives/edgar/data/877860/000112760224023589/0001127602-24-023589-index.htm">U.S. Securities and Exchange Commission</a> uncovered WEBB, Board Member at National Health Investors, exercising stock options for 70,000 shares of NHI. The total transaction was valued at $1,585,550.
The Friday morning update indicates National Health Investors shares down by 0.0%, currently priced at $82.51. At this value, WEBB's 70,000 shares are worth $1,585,550.
<h3>All You Need to Know About National Health Investors</h3>
National Health Investors Inc is a housing and medical facility REIT. The company operates through two reportable segments i.e. Real Estate Investments and Senior Housing Operating Portfolio. The Real Estate Investments segment consists of real estate investments and leases, mortgages, and other notes receivables in independent living facilities, assisted living facilities, entrance-fee communities, senior living campuses, skilled nursing facilities, and a hospital. The SHOP segment is comprised of two ventures that own the operations of independent living facilities. The company's revenues are derived from rental income, mortgage and other notes receivable interest income, and resident fees and services.
<h3>Understanding the Numbers: National Health Investors's Finances</h3>
Revenue Growth: National Health Investors's revenue growth over a period of 3 months has been noteworthy. As of 30 June, 2024, the company achieved a revenue growth rate of approximately 9.11%. This indicates a substantial increase in the company's top-line earnings. As compared to competitors, the company encountered difficulties, with a growth rate lower than the average among peers in the Real Estate sector.
Exploring Profitability:
<ul>
<li>
Gross Margin: Achieving a high gross margin of 96.7%, the company performs well in terms of cost management and profitability within its sector.
</li>
<li>
Earnings per Share (EPS): The company excels with an EPS that surpasses the industry average. With a current EPS of 0.81, National Health Investors showcases strong earnings per share.
</li>
</ul>
Debt Management: With a below-average debt-to-equity ratio of 0.91, National Health Investors adopts a prudent financial strategy, indicating a balanced approach to debt management.
Evaluating Valuation:
<ul>
<li>
Price to Earnings (P/E) Ratio: With a lower-than-average P/E ratio of 28.06, the stock indicates an attractive valuation, potentially presenting a buying opportunity.
</li>
<li>
Price to Sales (P/S) Ratio: A higher-than-average P/S ratio of 10.99 suggests overvaluation in the eyes of investors, considering sales performance.
</li>
<li>
EV/EBITDA Analysis (Enterprise Value to its Earnings Before Interest, Taxes, Depreciation &amp; Amortization): With a lower-than-industry-average EV/EBITDA ratio of 18.63, National Health Investors presents a potential value opportunity, as investors are paying less for each unit of EBITDA.
</li>
</ul>
Market Capitalization Perspectives: The company's market capitalization falls below industry averages, signaling a relatively smaller size compared to peers. This positioning may be influenced by factors such as perceived growth potential or operational scale.
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<h3>Unmasking the Significance of Insider Transactions</h3>
It's important to note that insider transactions alone should not dictate investment decisions, but they can provide valuable insights.
Within the legal framework, an "insider" is defined as any officer, director, or beneficial owner holding more than ten percent of a company's equity securities as per Section 12 of the Securities Exchange Act of 1934. This includes executives in the c-suite and major hedge funds. These insiders are mandated to disclose their transactions through a Form 4 filing, to be submitted within two business days of the transaction.
The initiation of a new purchase by a company insider serves as a strong indication that they expect the stock to rise.
However, insider sells may not always signal a bearish view and can be influenced by various factors.
<h3>Deciphering Transaction Codes in Insider Filings</h3>
Digging into the details of stock transactions, <a href="https://www.benzinga.com/money/investing-tools">investors</a> frequently turn their attention to those taking place in the open market, as outlined in Table I of the Form 4 filing. A P in Box 3 indicates a purchase, while S signifies a sale. Transaction code C signals the conversion of an option, and transaction code A denotes a grant, award, or other acquisition of securities from the company.
<a href="https://www.benzinga.com/sec/insider-trades/search/index?company_cik=0000877860">Check Out The Full List Of National Health Investors's Insider Trades.</a>
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Insider Trades

ROBERT WEBB At National Health Investors Decides to Exercises Options Worth $1.59M

Truist Securities analyst Michael Lewis maintains National Health Investors (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NHI#NYSE">NHI</a>) with a Hold and raises the price target from $65 to $78.

Truist Securities Maintains Hold on National Health Investors, Raises Price Target to $78

On August 27, it was revealed in an SEC filing that James Jobe, Director at National Health Investors (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NHI#NYSE">NHI</a>) executed a significant exercise of company stock options.
What Happened: A Form 4 filing with the <a href="https://www.sec.gov/Archives/edgar/data/0000877860/000112760224023009//Archives/edgar/data/877860/000112760224023009/0001127602-24-023009-index.htm">U.S. Securities and Exchange Commission</a> on Tuesday revealed that Jobe, Director at National Health Investors in the Real Estate sector, exercised stock options for 45,000 shares of NHI stock. The exercise price of the options was $54.67 per share.
As of Wednesday morning, National Health Investors shares are up by 0.48%, with a current price of $81.07. This implies that Jobe's 45,000 shares have a value of $1,187,999.
<h3>Get to Know National Health Investors Better</h3>
National Health Investors Inc is a housing and medical facility REIT. The company operates through two reportable segments i.e. Real Estate Investments and Senior Housing Operating Portfolio. The Real Estate Investments segment consists of real estate investments and leases, mortgages, and other notes receivables in independent living facilities, assisted living facilities, entrance-fee communities, senior living campuses, skilled nursing facilities, and a hospital. The SHOP segment is comprised of two ventures that own the operations of independent living facilities. The company's revenues are derived from rental income, mortgage and other notes receivable interest income, and resident fees and services.
<h3>Financial Insights: National Health Investors</h3>
Revenue Growth: National Health Investors's remarkable performance in 3 months is evident. As of 30 June, 2024, the company achieved an impressive revenue growth rate of 9.11%. This signifies a substantial increase in the company's top-line earnings. As compared to competitors, the company encountered difficulties, with a growth rate lower than the average among peers in the Real Estate sector.
Profitability Metrics:
<ul>
<li>
Gross Margin: Achieving a high gross margin of 96.7%, the company performs well in terms of cost management and profitability within its sector.
</li>
<li>
Earnings per Share (EPS): National Health Investors's EPS outshines the industry average, indicating a strong bottom-line trend with a current EPS of 0.81.
</li>
</ul>
Debt Management: The company maintains a balanced debt approach with a debt-to-equity ratio below industry norms, standing at 0.91.
Understanding Financial Valuation:
<ul>
<li>
Price to Earnings (P/E) Ratio: With a lower-than-average P/E ratio of 27.44, the stock indicates an attractive valuation, potentially presenting a buying opportunity.
</li>
<li>
Price to Sales (P/S) Ratio: A higher-than-average P/S ratio of 10.75 suggests overvaluation in the eyes of investors, considering sales performance.
</li>
<li>
EV/EBITDA Analysis (Enterprise Value to its Earnings Before Interest, Taxes, Depreciation &amp; Amortization): With a below-average EV/EBITDA ratio of 18.32, National Health Investors presents an opportunity for value investors. This lower valuation may attract investors seeking undervalued opportunities.
</li>
</ul>
Market Capitalization Analysis: Falling below industry benchmarks, the company's market capitalization reflects a reduced size compared to peers. This positioning may be influenced by factors such as growth expectations or operational capacity.
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<h3>The Importance of Insider Transactions</h3>
Investors should view insider transactions as part of a multifaceted analysis and not rely solely on them for decision-making.
When discussing legal matters, the term "insider" refers to any officer, director, or beneficial owner holding more than ten percent of a company's equity securities, as stipulated in Section 12 of the Securities Exchange Act of 1934. This includes executives in the c-suite and significant hedge funds. Such insiders are required to report their transactions through a Form 4 filing, which must be completed within two business days of the transaction.
A new purchase by a company insider is a indication that they anticipate the stock will rise.
On the other hand, insider sells may not necessarily indicate a bearish view and can be motivated by various factors.
<h3>Breaking Down the Significance of Transaction Codes</h3>
Delving into transactions, <a href="https://www.benzinga.com/money/investing-tools">investors</a> typically prioritize those unfolding in the open market, as precisely outlined in Table I of the Form 4 filing. A P in Box 3 indicates a purchase, while S signifies a sale. Transaction code C signals the conversion of an option, and transaction code A denotes a grant, award, or other acquisition of securities from the company.
<a href="https://www.benzinga.com/sec/insider-trades/search/index?company_cik=0000877860">Check Out The Full List Of National Health Investors's Insider Trades.</a>
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Insider Decision: James Jobe Exercises Options At National Health Investors For $1.19M

On August 27, it was revealed in an SEC filing that Kevin C. Pascoe, Chief Investment Officer at National Health Investors (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NHI#NYSE">NHI</a>) executed a significant exercise of company stock options.
What Happened: In an insider options sale disclosed in a Form 4 filing on Tuesday with the <a href="https://www.sec.gov/Archives/edgar/data/0000877860/000112760224023016//Archives/edgar/data/877860/000112760224023016/0001127602-24-023016-index.htm">U.S. Securities and Exchange Commission</a>, Pascoe, Chief Investment Officer at National Health Investors, exercised stock options for 117,167 shares of NHI. The transaction value amounted to $2,267,279.
National Health Investors shares are currently trading down by 0.0%, with a current price of $80.68 as of Wednesday morning. This brings the total value of Pascoe's 117,167 shares to $2,267,279.
<h3>Unveiling the Story Behind National Health Investors</h3>
National Health Investors Inc is a housing and medical facility REIT. The company operates through two reportable segments i.e. Real Estate Investments and Senior Housing Operating Portfolio. The Real Estate Investments segment consists of real estate investments and leases, mortgages, and other notes receivables in independent living facilities, assisted living facilities, entrance-fee communities, senior living campuses, skilled nursing facilities, and a hospital. The SHOP segment is comprised of two ventures that own the operations of independent living facilities. The company's revenues are derived from rental income, mortgage and other notes receivable interest income, and resident fees and services.
<h3>Understanding the Numbers: National Health Investors's Finances</h3>
Revenue Growth: Over the 3 months period, National Health Investors showcased positive performance, achieving a revenue growth rate of 9.11% as of 30 June, 2024. This reflects a substantial increase in the company's top-line earnings. When compared to others in the Real Estate sector, the company faces challenges, achieving a growth rate lower than the average among peers.
Key Insights into Profitability Metrics:
<ul>
<li>
Gross Margin: The company excels with a remarkable gross margin of 96.7%, indicating superior cost efficiency and profitability compared to its industry peers.
</li>
<li>
Earnings per Share (EPS): The company excels with an EPS that surpasses the industry average. With a current EPS of 0.81, National Health Investors showcases strong earnings per share.
</li>
</ul>
Debt Management: With a below-average debt-to-equity ratio of 0.91, National Health Investors adopts a prudent financial strategy, indicating a balanced approach to debt management.
Valuation Metrics: A Closer Look
<ul>
<li>
Price to Earnings (P/E) Ratio: National Health Investors's P/E ratio of 27.44 is below the industry average, suggesting the stock may be undervalued.
</li>
<li>
Price to Sales (P/S) Ratio: The current P/S ratio of 10.75 is above industry norms, reflecting an elevated valuation for National Health Investors's stock and potential overvaluation based on sales performance.
</li>
<li>
EV/EBITDA Analysis (Enterprise Value to its Earnings Before Interest, Taxes, Depreciation &amp; Amortization): National Health Investors's EV/EBITDA ratio at 18.32 suggests potential undervaluation, falling below industry averages.
</li>
</ul>
Market Capitalization Perspectives: The company's market capitalization falls below industry averages, signaling a relatively smaller size compared to peers. This positioning may be influenced by factors such as perceived growth potential or operational scale.
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<h3>Why Pay Attention to Insider Transactions</h3>
Insider transactions shouldn't be used primarily to make an investing decision, however an insider transaction can be an important factor in the investing decision. 
In the context of legal matters, the term "insider" refers to any officer, director, or beneficial owner holding more than ten percent of a company's equity securities, as outlined by Section 12 of the Securities Exchange Act of 1934. This includes executives in the c-suite and significant hedge funds. Such insiders are obligated to report their transactions through a Form 4 filing, which must be completed within two business days of the transaction.
Pointing towards optimism, a company insider's new purchase signals their positive anticipation for the stock to rise.
Despite insider sells not always signaling a bearish sentiment, they can be driven by various factors.
<h3>Unlocking the Meaning of Transaction Codes</h3>
Taking a closer look at transactions, <a href="https://www.benzinga.com/money/investing-tools">investors</a> often prioritize those unfolding in the open market, meticulously cataloged in Table I of the Form 4 filing. A P in Box 3 denotes a purchase, while S signifies a sale. Transaction code C denotes the conversion of an option, and transaction code A signifies a grant, award, or other acquisition of securities from the company.
<a href="https://www.benzinga.com/sec/insider-trades/search/index?company_cik=0000877860">Check Out The Full List Of National Health Investors's Insider Trades.</a>
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Major Exercise Alert: Kevin C. Pascoe Exercises Options Worth $2.27M At National Health Investors

U.S. stock futures were higher this morning, with the Dow futures gaining around 0.2% on Thursday.
Shares of Titan Machinery Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TITN#NASDAQ">TITN</a>) fell sharply in today's pre-market trading as the company reported weak preliminary <a href="https://www.benzinga.com/quote/TITN/earnings">financial results for the second quarter.</a>
The company said it sees preliminary adjusted earnings of 17 cents per share on revenue of $634 million.
Titan Machinery shares dipped 26.9% to $11.24 in pre-market trading.
Here are some big stocks recording losses in today's pre-market trading session.
<ul>
<li>Precigen, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PGEN#NASDAQ">PGEN</a>) shares declined 9% to $1.02 in pre-market trading after posting weak quarterly results.</li>
<li>Gogoro Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GGR#NASDAQ">GGR</a>) fell 6.2% to $1.21 in pre-market trading after reporting second-quarter results.</li>
<li>Snowflake Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SNOW#NYSE">SNOW</a>) shares declined 4.2% to $121.94 in pre-market trading.</li>
<li>National Health Investors, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NHI#NYSE">NHI</a>) shares fell 4% to $71.62 in pre-market trading. National Health Investors priced its upsized public offering of 2.4 million common shares at $71.25 per share.</li>
<li>Arcutis Biotherapeutics, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARQT#NASDAQ">ARQT</a>) shares fell 3.8% to $9.22 in pre-market trading following second-quarter results.</li>
<li>EHang Holdings Limited (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EH#NASDAQ">EH</a>) declined 3.6% to $11.60 in pre-market trading. EHang Holdings will release its unaudited financial results for the second quarter on Thursday, Aug. 22, before the U.S. market opens.</li>
<li>Emergent BioSolutions Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EBS#NYSE">EBS</a>) shares fell 3.3% to $7.32 after gaining around 12% on Wednesday.</li>
</ul>
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Titan Machinery Reports Weak Preliminary Results, Joins Precigen, Gogoro And Other Big Stocks Moving Lower In Thursday Pre-Market Session

The Company has entered into separate forward sale agreements with each of BofA Securities, J.P. Morgan, Wells Fargo Securities and BMO Capital Markets (or their respective affiliates) (the &quot;forward purchasers&quot;) with respect to the shares of common stock covered by the offering. In connection with the forward sale agreements, the forward purchasers or their respective affiliates are expected to borrow and sell to the underwriters all of the shares of common stock that will be delivered in the offering. 
The Company will not receive any proceeds from the sale of shares by the forward purchasers or their respective affiliates.&nbsp;

Reported Earlier, National Health Investors Prices Upsized Public Offering of 2.4M Common Shares At $71.25/Shares

Offerings

National Health Investors Commenced Underwritten Public Offering Of 2M Shares

Mortgage applications skyrocketed by 16.8% in the week ending Aug. 9, according to data released Wednesday by the <a href="https://www.benzinga.com/topic/mortgages">Mortgage Bankers Association</a>.
This impressive increase follows a 6.9% rise in the previous week and represents the largest one-week jump since January 2023. 
The surge comes despite the average contract interest rate for 30-year fixed-rate mortgages with conforming loan balances ($766,550 or less) remaining relatively stable at 6.54%, compared to 6.55% the week before.
<h3 class="wp-block-heading">Refinance Activity Hits Highest Level Since May 2022</h3>
The Refinance Index, which is highly sensitive to interest rate changes, surged by 35% from the previous week, marking a 118% increase compared to the same week last year. 
This sharp rise is the highest weekly gain for the Refinance Index since May 2022. 
Consequently, the refinance share of mortgage activity grew to 48.6% of total applications, up from 41.7% the previous week. Additionally, the share of adjustable-rate mortgage (ARM) applications increased to 7.3% of total applications.
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Joel Kan, MBA's vice president and deputy chief economist, commented on the data, stating, &#8220;Rates on both 30- and 15-year fixed-rate mortgages decreased for the second consecutive week, and combined with the previous week's rate moves, spurred another strong week for application activity as borrowers with higher rates took the opportunity to refinance.&#8221; 
Kan also highlighted that purchase applications increased by 3%, with modest gains across various loan types, suggesting that prospective homebuyers are gradually returning to the market.
<h3 class="wp-block-heading">Mortgage-Linked Stocks Soar To September 2022 Levels</h3>
The recent surge in mortgage activity has positively impacted mortgage-linked stocks, pushing them to their highest levels since September 2022. 
The iShares Residential and Multisector Real Estate ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/REZ#NYSE">REZ</a>) rose 0.3% on Wednesday, putting it on track to close the session at its highest point since September 2022.
Notably, the ETF has posted gains for 12 straight weeks, achieving its longest winning streak since the fund&#8217;s launch in 2007. Additionally, the fund has closed in the green 16 out of the last 17 weeks.
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" width="1024" height="478" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/08/14104129/image-1-35-1024x478.png" alt="" class="wp-image-494968" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/08/14104129/image-1-35-1024x478.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/08/14104129/image-1-35-300x140.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/08/14104129/image-1-35-768x358.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/08/14104129/image-1-35-1536x717.png 1536w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/08/14104129/image-1-35.png 1920w" sizes="(max-width: 1024px) 100vw, 1024px" /><figcaption class="wp-element-caption">Image: <a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent081424&amp;t=be2bearmibe3na1">Benzinga Pro</a></figcaption></figure>
Below are the top-performing stocks in the REZ ETF year-to-date:
<figure class="wp-block-table is-style-stripes"> 
<table>
<tbody>
<tr>
<td>Name</td>
<td>Ytd Return (%)</td>
</tr>
<tr>
<td>Diversified Healthcare Trust (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DHC#NASDAQ">DHC</a>)</td>
<td>310.64</td>
</tr>
<tr>
<td>National Health Investors, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NHI#NYSE">NHI</a>)</td>
<td>37.44</td>
</tr>
<tr>
<td>Welltower Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WELL#NYSE">WELL</a>)</td>
<td>33.37</td>
</tr>
<tr>
<td>UMH Properties, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UMH#NYSE">UMH</a>)</td>
<td>31.73</td>
</tr>
<tr>
<td>Independence Realty Trust, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IRT#NYSE">IRT</a>)</td>
<td>31.51</td>
</tr>
</tbody>
</table>
<figcaption class="wp-element-caption">As of Aug. 14, 2024 at 10:30 a.m. ET</figcaption></figure>
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Photo via Shutterstock.

Equities

Macro Economic Events

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Econ #s

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iShares FTSE NAREIT Residential PLUS Capped Index Fund

Mortgage Applications Rocket By 16.8%, Notch Strongest Weekly Increase In 1.5 Years: 'Homebuyers Took The Opportunity To Refinance'

National Health Investors Raises FY24 Normalized FFO Per Share Outlook From $4.37 - $4.43 To $4.52 - $4.56; Est $4.41

National Health Investors (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NHI#NYSE">NHI</a>) reported quarterly Normalized FFO of $1.18 per share which beat the analyst consensus estimate of $1.10 by 7.27 percent. This is a 11.32 percent increase over earnings of $1.06 per share from the same period last year. The company reported quarterly sales of $84.970 million which beat the analyst consensus estimate of $81.347 million by 4.45 percent. This is a 9.11 percent increase over sales of $77.876 million the same period last year.

National Health Investors Q2 2024 Normalized FFO $1.18 Beats $1.10 Estimate, Sales $84.970M Beat $81.347M Estimate

Truist Securities analyst Michael Lewis maintains National Health Investors (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NHI#NYSE">NHI</a>) with a Hold and raises the price target from $58 to $65.

Truist Securities Maintains Hold on National Health Investors, Raises Price Target to $65

In the latest quarter, 4 analysts provided ratings for National Health Investors (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NHI#NYSE">NHI</a>), showcasing a mix of bullish and bearish perspectives.
The following table encapsulates their recent ratings, offering a glimpse into the evolving sentiments over the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th style="text-align: right;">Bullish</th>
<th style="text-align: right;">Somewhat Bullish</th>
<th style="text-align: right;">Indifferent</th>
<th style="text-align: right;">Somewhat Bearish</th>
<th style="text-align: right;">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">3</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">2</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
</tbody>
</table>
Insights from analysts' 12-month price targets are revealed, presenting an average target of $65.0, a high estimate of $69.00, and a low estimate of $58.00. Observing a 7.14% increase, the current average has risen from the previous average price target of $60.67. 
<img src="https://www.benzinga.com/files/images/story/2024/1717099294_0.png" alt="price target chart" />
<h2>Investigating Analyst Ratings: An Elaborate Study</h2>
An in-depth analysis of recent analyst actions unveils how financial experts perceive National Health Investors. The following summary outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>James Feldman</td>
<td>Wells Fargo</td>
<td>Raises</td>
<td>Overweight</td>
<td>$69.00</td>
<td>$63.00</td>
</tr>
<tr>
<td>Michael Lewis</td>
<td>Truist Securities</td>
<td>Raises</td>
<td>Hold</td>
<td>$58.00</td>
<td>$55.00</td>
</tr>
<tr>
<td>Richard Anderson</td>
<td>Wedbush</td>
<td>Raises</td>
<td>Outperform</td>
<td>$66.00</td>
<td>$64.00</td>
</tr>
<tr>
<td>Juan Sanabria</td>
<td>BMO Capital</td>
<td>Announces</td>
<td>Outperform</td>
<td>$67.00</td>
<td>-</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts frequently update their recommendations based on evolving market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to National Health Investors. This information provides a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Analyzing trends, analysts offer qualitative evaluations, ranging from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of National Health Investors compared to the broader market.</li>
<li>Price Targets: Analysts provide insights into price targets, offering estimates for the future value of National Health Investors's stock. This comparison reveals trends in analysts' expectations over time.</li>
</ul>
Capture valuable insights into National Health Investors's market standing by understanding these analyst evaluations alongside pertinent financial indicators. Stay informed and make strategic decisions with our Ratings Table.
<a href="https://www.benzinga.com/quote/NHI/analyst-ratings?utm_source=Benzinga Insights">Stay up to date on National Health Investors analyst ratings.</a>
<h2>Unveiling the Story Behind National Health Investors</h2>
National Health Investors Inc is a housing and medical facility REIT. The company operates through two reportable segments i.e. Real Estate Investments and Senior Housing Operating Portfolio. The Real Estate Investments segment consists of real estate investments and leases, mortgages, and other notes receivables in independent living facilities, assisted living facilities, entrance-fee communities, senior living campuses, skilled nursing facilities, and a hospital. The SHOP segment is comprised of two ventures that own the operations of independent living facilities. The company's revenues are derived from rental income, mortgage and other notes receivable interest income, and resident fees and services.
<h3>National Health Investors: A Financial Overview</h3>
Market Capitalization: Indicating a reduced size compared to industry averages, the company's market capitalization poses unique challenges.
Revenue Growth: National Health Investors's revenue growth over a period of 3 months has faced challenges. As of 31 March, 2024, the company experienced a revenue decline of approximately -1.06%. This indicates a decrease in the company's top-line earnings. As compared to its peers, the revenue growth lags behind its industry peers. The company achieved a growth rate lower than the average among peers in Real Estate sector.
Net Margin: National Health Investors's financial strength is reflected in its exceptional net margin, which exceeds industry averages. With a remarkable net margin of 37.93%, the company showcases strong profitability and effective cost management.
Return on Equity (ROE): National Health Investors's ROE stands out, surpassing industry averages. With an impressive ROE of 2.47%, the company demonstrates effective use of equity capital and strong financial performance.
Return on Assets (ROA): The company's ROA is a standout performer, exceeding industry averages. With an impressive ROA of 1.24%, the company showcases effective utilization of assets.
Debt Management: National Health Investors's debt-to-equity ratio is below industry norms, indicating a sound financial structure with a ratio of 0.91.
<h2>Analyst Ratings: Simplified</h2>
Within the domain of banking and financial systems, analysts specialize in reporting for specific stocks or defined sectors. Their work involves attending company conference calls and meetings, researching company financial statements, and communicating with insiders to publish "analyst ratings" for stocks. Analysts typically assess and rate each stock once per quarter.
Analysts may supplement their ratings with predictions for metrics like growth estimates, earnings, and revenue, offering investors a more comprehensive outlook. However, investors should be mindful that analysts, like any human, can have subjective perspectives influencing their forecasts.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

What Analysts Are Saying About National Health Investors Stock

NAV Monitor: U.S. Equity REITs Close 2024 At 12.8% Median Discount

National Health Investors ( ($NHI) ) just unveiled an announcement. National Health Investors announced several changes to its Board of Directors t...

National Health Investors Revamps Board for Transparency

National Health Investors (NHI) announced a series of changes to the board of directors which enhances the board's ability to provide strategic and...

National Health Investors appoints Robert McCabe as chair

National Health Investors announces several board changes

The company said, "It is with great sorrow that National Health Investors (NHI) acknowledges the loss of our long-time colleague and great friend, ...

National Health Investors mourns loss of Joe Wakham Jr.

Truist lowered the firm's price target on National Health Investors (NHI) to $70 from $72 and keeps a Hold rating on the shares as part of a 2025 o...

National Health Investors price target lowered to $70 from $72 at Truist

Healthcare REIT stocks form oasis of green in expanse of red

NAV Monitor: U.S. Equity REITs End January At 13.8% Median Discount

National Health Investors ( ($NHI) ) has issued an update. On February 7, 2025, National Health Investors, Inc. announced the resignation of Robert...

National Health Investors Announces Board Member Resignation

Healthcare REITs are delivering healthy dividends while capitalizing on the growing demand for medical facilities. In this article, we'll explore three healthcare REITs, Welltower (WELL), Ventas (VTR), and National Health Investors (NHI) that could be added to your watchlist. Read on... Healthcare REITs have emerged as a vital asset class, offering investors a stable income through healthy dividend yields while providing exposure to the growing healthcare sector. Therefore, investors could consider keeping an eye on three fundamentally stable healthcare REITs: Welltower Inc. (<a href="https://stocknews.com/stock/WELL/">WELL</a>), Ventas, Inc. (<a href="https://stocknews.com/stock/VTR/">VTR</a>), and National Health Investors, Inc. (<a href="https://stocknews.com/stock/NHI/">NHI</a>).
During economic turndowns, one of the key strengths of healthcare REITs is its resilience. The demand for healthcare services remains relatively inelastic even in challenging economic conditions, ensuring steady occupancy rates and rental income. Further, the aging demographic trend and the increasing need for specialized medical facilities position healthcare REITs for long-term growth.
The sector is also poised for growth due to demographic trends and technological advancements in healthcare. As <a href="https://www2.deloitte.com/us/en/insights/industry/health-care/life-sciences-and-health-care-industry-outlooks/2025-us-health-care-executive-outlook.html">populations age and medical technology evolve</a>, the need for modern, efficient healthcare facilities increases, further driving demand for properties within the healthcare REIT portfolio.
Moreover, the global healthcare real estate market is anticipated to <a href="https://www.grandviewresearch.com/industry-analysis/healthcare-real-estate-market-report">reach $2.27 trillion by 2030</a>, exhibiting a CAGR of 7.9%.
Considering these conducive trends, let's take a look at the fundamentals of the three choices from the <a href="https://stocknews.com/category/reits-healthcare/">REITs - Healthcare</a> industry, starting with third in line.
Stock #3: Welltower Inc. (<a href="https://stocknews.com/stock/WELL/">WELL</a>)
WELL is a REIT that is driving the transformation of healthcare infrastructure by investing with senior housing operators, post-acute providers, and health systems to fund the real estate infrastructure needed to scale care delivery models and improve people's wellness and overall healthcare experience. 
Buoyed by strong financial performance, the company declared its shareholders a quarterly <a href="https://www.investopedia.com/terms/d/dividend.asp">dividend</a> of $0.67 per share, payable on March 6, 2025.
WELL pays an annual dividend of $2.68, which translates to a yield of 1.87% at the current share price. Its four-year average dividend yield is 2.88%. Moreover, the company's dividend payouts have increased at a CAGR of 1.6% over the past three years.
WELL's total revenues for the fiscal year 2024, which ended December 31, 2024, increased 20.4% year-over-year to $7.99 billion. The company's income from continuing operations came in at $972.86 million, representing an increase of 171.6% from last year.
In addition, attributable net income and earnings per share attributable to WELL common stockholders stood at $951.68 million and $1.57, up 179.8% and 137.9% year-over-year, respectively.
Street expects WELL's FFO for the fiscal first quarter (ending March 2025) to increase 13.7% year-over-year to $1.15. Its revenue is expected to increase 27.9% year-over-year to $2.38 billion. Further, WELL topped the street FFO estimates in each of the trailing four quarters, which is promising.
Moreover, WELL's revenue has grown at CAGRs of 19% and 9.3% over the past three and five years, respectively. In addition, its diluted EPS increased at 26.2% CAGR over the past three years.
Shares of WELL have gained 67.3% over the past year and 48.2% over the past nine months to close the last trading session at $146.50.
WELL's stance is apparent in its <a href="https://stocknews.com/powr-ratings/">POWR Ratings</a>. The stock has a B grade for Growth and Sentiment. The POWR Ratings are calculated by considering 118 different factors, each weighted to an optimal degree.
Among the 14 stocks in the <a href="https://stocknews.com/category/reits-healthcare/">REITs - Healthcare</a> industry, it is ranked #11. <a href="https://stocknews.com/stock/WELL/">Click here</a> to see the additional WELL ratings (Value, Momentum, Stability, and Quality).
Stock #2: Ventas, Inc. (<a href="https://stocknews.com/stock/VTR/">VTR</a>)
VTR is a leading REIT specializing in senior housing, medical buildings, and healthcare facilities across North America and the United Kingdom. The company leverages its operational expertise and data-driven insights from its Ventas Operational Insights platform. 
On January 16, the company paid a quarterly dividend of $0.45 per share. VTR pays an annual dividend of $1.80, which translates to a yield of 3.02% at the current share price. Its four-year average dividend yield is 3.60%. Also, the company's dividend payouts have increased at a CAGR of 5.4% over the past five years.
For the fiscal fourth quarter that ended December 31, 2024, VTR's total revenues amounted to $1.29 billion, with a 10.5% year-over-year increase. Its attributable net income came in at $56.84 million compared to the year-ago net loss of $90.82 million, while its EPS came in at $0.13 versus a loss of $0.23 per share last year. Moreover, the company's FFO attributable amounted to $495.66 million and $0.85 per share, increasing 13.7% and 7.6% from the prior year's period.
The consensus revenue estimate of $1.29 billion for the fiscal first quarter (ending March 2025) represents a 7.7% increase year-over-year. The consensus EPS estimate of $0.82 for the about-to-be-reported quarter indicates a 4.9% improvement year-over-year. The company has an excellent surprise history; it surpassed the consensus revenue and EPS estimates in each of the trailing four quarters.
VTR's revenue has grown at CAGRs of 8.5% and 4.9% over the past three and five years, respectively. Likewise, the company's levered FCF has increased at a CAGR of 24.1% over the past three years.
Over the past year, the stock has surged 32.4%, closing the last trading session at $59.94.
VTR's POWR Ratings reflect this outlook. It has a B grade for Growth, Stability, and Sentiment and is ranked #9 out of 14 stocks in the same industry. To see the other ratings of VTR for Value, Momentum, and Quality, <a href="https://stocknews.com/stock/VTR/">click here</a>.
Stock #1: National Health Investors, Inc. (<a href="https://stocknews.com/stock/NHI/">NHI</a>)
NHI is a real estate investment trust that specializes in sales, leasebacks, joint ventures, senior housing operating partnerships, and mortgage and mezzanine financing of need-driven and discretionary senior housing and medical investments. 
On January 29, demonstrating its commitment to returning value to shareholders, the company paid a quarterly dividend of $0.90 per common share. NHI pays an annual dividend of $3.60, which translates to a yield of 5.43% at the current share price. Its four-year average dividend yield is 6.29%.
In the third quarter (ended September 30, 2024), NHI's total revenues increased 3.6% year-over-year to $82.94 million. The company's net income attributable to stockholders was reported at $28.51 million, and earnings per common share was $0.65.
Analysts expect NHI's revenue for the fourth quarter (ended December 2024) to increase 2.1% year-over-year to $81.13 million, while its EPS for the same period is expected to grow 2.1% from the prior year to $1.11. Moreover, it topped Street revenue estimates in each of the trailing four quarters, which is excellent.
Over the past three and five years, NHI's revenue income grew at CAGRs of 2.4% and 1.3%, respectively, while its levered FCF grew at 4.5% CAGR over the past three years.
The stock has gained 22.5% over the past year to close the last trading session at $65.79.
NHI's fundamentals are reflected in its POWR Ratings. The stock has a B grade for Stability and Quality. It is ranked #5 in the REITs - Healthcare industry.
Beyond what is stated above, we've also rated NHI for Growth, Value, Momentum, and Sentiment. Get all NHI's ratings <a href="https://stocknews.com/stock/NHI/">here</a>.
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WELL shares were trading at $150.10 per share on Thursday afternoon, up $3.60 (+2.46%). Year-to-date, WELL has gained 19.10%, versus a 3.78% rise in the benchmark S&amp;P 500 index during the same period.
<hr><div style="clear:both;"></div> <h2>About the Author: ShreyaRathi</h2> <img src='https:/wp-content/uploads/2024/10/0.jpeg' style="float:left; padding:5px;width:125px;"><a href="https://stocknews.com/authors/?author=shreya-rathi">More...</a>The post <a href=https://stocknews.com/news/well-vtr-nhi-3-healthcare-reits-offering-healthy-dividends/>3 Healthcare REITs Offering Healthy Dividends</a> appeared first on <a href=https://stocknews.com/>StockNews.com</a>

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