Update shared on05 Sep 2025
Analysts maintain a steady fair value for National Health Investors at $83.14, citing strong Q2 results, a positive management outlook, expected rent increases, and potential value-creation opportunities as key drivers supporting the stock's outlook despite no change in the price target.
Analyst Commentary
- Bullish analysts cited National Health Investors’ Q2 earnings beat and management’s improved forward outlook as key drivers behind upward price target revisions.
- Healthy earnings growth is projected, supported by the upcoming 2026-end rent reset for National Healthcare Corporation and a favorable investment yield spread over the company's cost of capital.
- Multiple value-creation opportunities have been identified, which could drive upside to financial estimates and guidance.
- Analysts see potential for increased unscheduled deferral repayments and better-than-expected investment execution as factors enhancing internal growth and exceeding consensus expectations.
- An anticipated lease renewal with National Healthcare Corporation at a 10%-15% higher rental rate, while still uncertain, is improving sentiment and factored into revised targets.
What's in the News
- Declared a quarterly dividend of $0.92 per share.
- Added to multiple Russell growth and small cap indices, including Russell 2000 Growth, Russell 2500 Growth, Russell 3000 Growth, Russell Small Cap Comp Growth, Russell 3000E Growth, and Russell 2000 Growth-Defensive.
Valuation Changes
Summary of Valuation Changes for National Health Investors
- The Consensus Analyst Price Target remained effectively unchanged, at $83.14.
- The Discount Rate for National Health Investors remained effectively unchanged, moving only marginally from 7.39% to 7.38%.
- The Future P/E for National Health Investors remained effectively unchanged, at 29.66x.
Disclaimer
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