NHI

In the past six months (April to October 2026), NHI announced a $106.9 million SHOP investment in seven Colorado properties in May 2026 and a $107.7 million SHOP investment for six senior housing properties across Kentucky, Michigan, and Tennessee in October 2026. A significant event was the sale of a 35-property NHC leased portfolio for $560 million on July 1, 2026, which was expected to generate a substantial gain and reduce leverage. The company reported its second-quarter 2026 earnings in August 2026, with diluted EPS up 45.6% year over year, though Normalized FFO per diluted share was down 2.5%, and announced its third-quarter 2026 earnings release for November 9, 2026. NHI declared a second-quarter dividend of $0.92 per common share, payable in August 2026, and increased its quarterly dividend to $0.94 per share, payable in November 2026. Leadership changes included a CFO succession plan announced in April 2026, with Todd Siefert succeeding John Spaid, and Chris Maingot's appointment as Chief Operating Officer in July 2026. The stock reached a 52-week low of $64.51 USD in October 2026, representing a 13.94% decline over the past year, despite analysts maintaining price targets suggesting potential upside and the stock offering an attractive dividend yield.