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Investing.com - KeyBanc upgraded National Health Investors (NYSE:NHI) from Sector Weight to Overweight with a price target of $80.00 on Thursday. Currently trading at $70.28, the stock has shown remarkable stability with consistently low price volatility, according to InvestingPro data.
The upgrade comes as KeyBanc identifies multiple value-creation opportunities for NHI, including potential unscheduled deferral repayments beyond current guidance assumptions and better-than-expected investment execution. The company’s strong financial health is reflected in its impressive 35-year track record of consecutive dividend payments, currently yielding 5.12%.
National Health Investors reported an acquisition pipeline of $331 million as of early June, including $126 million under letter of intent, which could drive investment volume in the second half of 2025.
KeyBanc estimates that every $100 million in acquisitions could add $0.02-$0.03 per share in annualized NFFO accretion, representing approximately 0.7-0.8% growth.
The firm also noted NHI’s strategic focus on growing its SHOP ( Senior Housing (NASDAQ:DHC) Operating Portfolio) exposure, which represented about 4% of first-quarter 2025 NOI, through new investments and the planned conversion of six assets from triple-net lease to a SHOP structure.
In other recent news, National Health Investors (NHI) reported its first-quarter 2025 earnings, achieving an earnings per share (EPS) of $0.74, slightly surpassing the forecast of $0.73. However, revenue fell short at $68.87 million compared to the expected $71.68 million. Despite the revenue miss, the company raised its full-year normalized funds from operations (FFO) guidance to $4.71 per share. In another development, Truist Securities upgraded NHI’s stock rating from Hold to Buy, citing the company’s low leverage and strong earnings growth outlook. Additionally, NHI announced the election of four director nominees at its 2025 Annual Meeting of Stockholders, affirming its strategic direction and commitment to corporate governance improvements. Meanwhile, Glass Lewis (JO:LEWJ), a proxy advisory firm, endorsed two independent nominees from Land & Buildings for NHI’s board, suggesting the need for fresh perspectives. These recent developments reflect NHI’s strategic adjustments and financial health as it navigates the healthcare real estate sector.
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