NHI

In the past six months, NHI's stock has been influenced by several events. NHI announced its fourth-quarter 2025 results, with normalized FFO per share growth. NHI announced an investment for the acquisition of nine properties in Kentucky, South Carolina, and Tennessee, to be included in its SHOP segment. Candice W. Todd and Robert W. Chapin, Jr. were added as new independent directors. NHI reported strong first-quarter 2026 results but updated its full-year 2026 guidance, lowering NAREIT and Normalized FFO per diluted share, primarily reflecting the significant planned disposition of the NHC portfolio. NHI announced an agreement to sell its entire NHC leased portfolio for $560 million in net cash. John Spaid would retire and Todd Siefert would be named as his successor. NHI announced a first-quarter dividend of $0.92, with an ex-date of June 30, 2026, and a payment date of August 7, 2026, and also announced its second-quarter 2026 dividend. Firms like Wells Fargo and Truist have raised their price targets on NHI.