National Health Investors earnings beat by $10.28, revenue fell short of estimates

National Health Investors (NYSE: NHI) reported Q3 EPS of $11.47, beating estimates by $10.28, but revenue of $60.65M fell short of expectations. The stock is down 7.14% over 12 months, closing at $71.23. InvestingPro rates its financial health as 'great performance.'

Original reporting
Published Nov 10, 2026, 12:14 AM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Nov 10, 2026, 12:32 AM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
AlphAI market briefEarnings
Primary signal
$NHI
Bearish
high confidence
Mentioned
$NHI
Relevance
7/10
AlphAI data visualization · based on investing.com
Decision brief

The 30-second read

$NHIBearishHigh
01

Why it matters

The earnings release is the first report of the quarter's numbers, making it a primary source of new information.

02

Market read

NHI's earnings surprise could drive short‑term price movement, especially given the revenue miss.

03

What to watch

Potential cost‑control measures or upcoming portfolio acquisitions that could offset the revenue miss.

Relevance 7/10Novelty 8/10Timing: after-hours

Background

The article is a brief earnings summary from Investing.com with promotional content but provides the core financial results.

Company-level read

Ticker impact

$NHIBearishHigh confidence
Context

National Health Investors reported Q3 EPS of $11.47, $10.28 above estimate, while revenue missed at $60.65M vs $68.55M consensus.

Expected impact

likely pressure as investors price in the revenue shortfall despite the EPS beat

Evidence & confidence

The large EPS surprise is offset by a material revenue miss, which typically leads to a sell‑off in the near term.

Market effects

May signal pressure for other health‑investment REITs if revenue concerns spread.

Limited to U.S. small‑cap investors.

Low, as the company is a niche REIT with modest global exposure.

Counterpoint

The EPS beat could indicate strong underlying profitability, suggesting a buying opportunity if revenue shortfall is temporary.

Key entities

  • National Health Investors

    Health‑care REIT listed on NYSE under ticker NHI.

Related articles

$NHIMed

NHI Announces Third Quarter 2026 Results

NATIONAL HEALTH INVESTORS INC (NHI) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 Contact: Todd M. Siefert, Chief Financial Officer Phone: (615) 890-9100 NHI Announces Third Quarter 2026 Results MURFREESBORO, Tenn. – (Monday, November 9, 2026) National Health Investors, Inc. (NYSE: NHI) announced today its results for the quarter ended September 3

$NHIHighAI 8/10

NHI Announces Third Quarter 2026 Results

National Health Investors (NHI) reported Q3 2026 earnings, with net income per share at $11.47, up from $0.69 YoY. The company closed $395M in investments YTD and expects more before year-end. NAREIT FFO per share rose 2.8% YoY to $1.12, while normalized FFO per share fell 15.2% YoY to $1.12. NHI sold 42 properties for $672.1M in net proceeds and recognized a $567.5M gain on dispositions.