AI brief of an SEC Form 8-K · National Health Investors (NHI)

NHI Q1 diluted EPS rises 10.8% to $0.82, but 2026 FFO guidance is cut to $4.74-$4.79

Mixed Impact 4 of 5 guidance Written later

National Health Investors reported first quarter 2026 results, with diluted earnings per share up 10.8% to $0.82 and NAREIT FFO per diluted share up 7.9% to $1.23. The REIT also lowered its full-year 2026 NAREIT and Normalized FFO per diluted share guidance from $4.94-$4.99 to $4.74-$4.79, and the release says the updated range reflects assumptions including the timing of certain transactions.

Key points

  • Diluted EPS was $0.82 for the quarter ended March 31, 2026, versus $0.74 a year earlier, including $2.6 million of gains on property dispositions.
  • NAREIT FFO per diluted share was $1.23, versus $1.14 a year earlier; Normalized FAD rose 11.6% to $62.5 million.
  • 2026 NAREIT FFO and Normalized FFO per diluted share guidance was cut to $4.74-$4.79 from $4.94-$4.99.
  • The pending sale of the NHC leased portfolio for $560.0 million in net cash consideration is expected to close on July 1, 2026.

The filing

CompanyNational Health Investors (NHI)
Form8-K, current report
Filed with the SECMay 4, 2026, 4:07 PM ET
Accession number0000877860-26-000136

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 1:38 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on May 04, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.