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National Health Investors (NHI)
NYSE:NHI
RESEARCH TOOLSreports
Earnings Data
Report Date
May 12, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
0.72Last Year’s EPS
0.71Same Quarter Last Year
Moderate Buy
Based on 4 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Feb 25, 2025
|% Change Since: 3.38%
|Next Earnings Date:May 12, 2025
Earnings Call Sentiment|Positive
The earnings call presented a generally positive outlook with significant growth in key financial metrics and a strong investment pipeline. However, challenges in specific property performances and anticipated lower deferred rent collections were notable concerns.Company Guidance
During the National Health Investors fourth quarter 2024 earnings call, Eric Mendelsohn, CEO, highlighted several key metrics that showcased the company's strong performance. The fourth quarter saw a nearly 9% year-over-year increase in cash rent, contributing to a 12.5% growth in net operating income (NOI). Investments exceeding $150 million were announced, yielding an initial return of 8.5%, and the company's leverage ratio decreased to 4.1 times from 4.4 times in the prior quarter. For the full year 2024, Bickford's cash rental income grew by approximately 17%, and shop NOI increased by about 32%, surpassing the high end of their guidance. Looking forward to 2025, the company anticipates 12% to 15% NOI growth, supported by an expected $225 million in incremental investments at an average yield of 8.1%. Furthermore, National Health Investors plans to strategically increase revenue per available room (RevPAR) while maintaining a robust balance sheet, positioning the company for continued growth.Strong Cash Rent and NOI Growth
Cash rent increased by nearly 9% year over year, and NOI grew by 12.5% due to improved occupancy and margin improvement.
Significant Investments and Decreased Leverage
Investments of over $150 million were announced at an initial yield of 8.5%, and balance sheet leverage decreased to 4.1 times from 4.4 times in Q3.
Record Growth in Annual Metrics
Growth achieved in annual NAREIT FFO, normalized FFO, and FAD for the first time since 2020, exceeding the high end of original guidance.
Successful Capital Allocation
Over $235 million was announced at an average yield of 8.6%, marking the most active year since 2019.
High Confidence in Investment Pipeline
Closed a $21.2 million sale-leaseback in January, with $152.3 million under signed LOIs, and an active pipeline of approximately $190 million.
Positive Outlook for 2025
Guidance includes $225 million of incremental investments and expectations for 12% to 15% NOI growth in 2025.
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NHI Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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NHI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Feb 25, 2025 | $70.43 | $70.31 | -0.17% |
| Nov 05, 2024 | $74.82 | $74.84 | +0.03% |
| Aug 06, 2024 | $71.70 | $72.01 | +0.43% |
| May 06, 2024 | $61.15 | $62.48 | +2.17% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does National Health Investors (NHI) report earnings?
National Health Investors (NHI) is schdueled to report earning on May 12, 2025, TBA Not Confirmed.
What is National Health Investors (NHI) earnings time?
National Health Investors (NHI) earnings time is at May 12, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is NHI EPS forecast?
NHI EPS forecast for the fiscal quarter 2025 (Q1) is 0.72.
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