NHI NATIONAL HEALTH INVESTORS INCcompanySEC Filings & Insider Trading Activity 2026
Latest NATIONAL HEALTH INVESTORS INC (NHI) SEC EDGAR filings in 2026, including the most recent 10-K annual report filed on February 26, 2026, a 10-Q quarterly report filed on May 4, 2026, an 8-K current report filed on July 27, 2026. SignalX aggregates every new 10-K annual report, 10-Q quarterly report, 8-K current report, and Form 4 insider transaction for NATIONAL HEALTH INVESTORS INC (NHI) (SEC CIK 877860), with AI-powered section-by-section summaries updated daily.
Latest 2026 SEC Filing Dates
AI 10-K Annual Report AnalysisLatest 10-K (2025-12-31)
Business Overview
- • Core business model: Investment in healthcare real estate and selective investments in healthcare operators
- • New emphasis on CMS final rule (Nov 2023) requiring Medicare/Medicaid SNFs to disclose ownership details publicly, increasing scrutiny on REITs and private equity
- • Strategic risk focus on rising liability insurance costs and litigation exposure, including increased SNF liability claims and insurance restrictions in Texas and Florida
- • Notable metric: Resident loan balance secured by Timber Ridge property at $7.7 million as of December 31, 2025, highlighting operational complexity of RIDEA joint venture
- • Unusual fact: Potential material adverse impact if Timber Ridge OpCo consolidation is required, due to accounting treatment of refundable entrance fees under Type A CCRC model
Risk Factors
- • Regulatory risk from recent tax law OBBBA effective 2025; increases REIT TRS asset test from 20% to 25% and affects interest deduction limits
- • Geopolitical/macro risk: Exposure to operators under financial distress, e.g., Bickford’s non-performing mezzanine loan of $1.3M and going concern doubts
- • Operational vulnerability: Reliance on third-party managers for SHOP segment operations, dependent on their personnel/resources and regulatory compliance
- • Competitive risk: Lease renewal uncertainty with NHC, a major tenant of 32 SNFs and 3 ILFs, currently in default on non-monetary lease provisions
- • Financial risk: Tenant concentration with Senior Living group accounting for 14.7% of revenues and $9M outstanding revolving credit as of 12/31/2025
Management Discussion & Analysis
- • Revenue and profit details for 2025 vs 2024 not disclosed in provided text
- • No segment performance data included for 2025 fiscal year
- • No cash flow, capital allocation, buybacks, dividends, or capex figures provided
- • No forward-looking guidance or risk disclosures available in excerpt
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Annual Reports Archive10-K
AI-powered analysis of NATIONAL HEALTH INVESTORS INC (NHI) 10-K annual reports filed with SEC EDGAR.
Quarterly Reports Archive10-Q
AI-powered analysis of NATIONAL HEALTH INVESTORS INC (NHI) 10-Q quarterly reports filed with SEC EDGAR.
Recent 8-K FilingsCurrent Reports
AI-powered analysis of NATIONAL HEALTH INVESTORS INC (NHI) 8-K current reports disclosing material events.
Financial SummaryXBRL
| FY2023 | FY2024 | FY2025 | |
|---|---|---|---|
| Profitability | |||
| Revenue | $48.8M | $54.4M | $80.1M |
| Net Income | $135.7M | $138.0M | $142.2M |
| Net Margin | 277.9% | 253.6% | 177.6% |
| Balance Sheet | |||
| Total Assets | - | $2.6B | $2.8B |
| Equity | $1.3B | $1.4B | $1.5B |
| ROE | 10.8% | 10.1% | 9.3% |
| Per Share | |||
| EPS | $3.13 | $3.13 | $3.02 |
| Cash Flow | |||
| Operating CF | $184.4M | $207.8M | $236.6M |
| CapEx | $49.6M | $157.9M | $294.0M |
Source: XBRL financial data from NATIONAL HEALTH INVESTORS INC (NHI) 10-K filings on SEC EDGAR. All figures in USD. Key metrics include revenue, net income, gross profit, gross profit margin, operating income, EPS (diluted), total assets, stockholders' equity, return on equity (ROE), operating cash flow, and capital expenditure.
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing Date | Period | Analysis | SEC |
|---|---|---|---|---|
8-K | Jul 27, 2026 | - | - | - |
8-K | Jul 1, 2026 | - | - | - |
8-K | Jul 1, 2026 | - | - | - |
8-K | Jun 1, 2026 | - | - | |
8-K | May 29, 2026 | - | - | |
8-K | May 4, 2026 | - | - | - |
8-K | May 4, 2026 | - | - | - |
8-K | May 4, 2026 | - | - | - |
10-Q | May 4, 2026 | Mar 31, 2026 | - | |
8-K | Apr 23, 2026 | - | - | - |
8-K | Apr 22, 2026 | - | - | - |
8-K | Apr 21, 2026 | - | - | - |
8-K | Mar 16, 2026 | - | Analysis | - |
10-K | Feb 26, 2026 | Dec 31, 2025 | Analysis | |
8-K | Feb 26, 2026 | - | - | - |
8-K | Feb 26, 2026 | - | Analysis | - |
8-K | Feb 26, 2026 | - | Analysis | - |
8-K | Feb 23, 2026 | - | Analysis | - |
8-K | Dec 19, 2025 | - | - | |
10-Q | Nov 6, 2025 | Sep 30, 2025 | Analysis | |
10-Q | Aug 6, 2025 | Jun 30, 2025 | - | |
10-Q | May 5, 2025 | Mar 31, 2025 | - | |
10-K | Feb 25, 2025 | Dec 31, 2024 | - | |
10-Q | Nov 5, 2024 | Sep 30, 2024 | - | |
10-Q | Aug 6, 2024 | Jun 30, 2024 | - |
13F Fund Holdings: Quarterly Trend
Latest: Q1 2026Aggregate NHI share value held by 13F filers tracked by SignalX, by quarter.
- Millennium Management+291.8K (+62%)
- Two Sigma Investments+173.5K (+70%)
- Bank of America Corp+165.5K (+20%)
- Morgan Stanley+142.3K (+60%)
- Prudential Financial+134.4K (+13%)
- M&T Bank34.7K (-88%)
- Wells Fargo & Co29.6K (-32%)
- BlackRock26.5K (-1%)
- State Street Corp23.0K (-1%)
- BNY Mellon22.5K (-4%)
- Vanguard Group Inc−6.50M
- JPMorgan Chase & Co−986.7K
- Invesco Ltd−88.1K
Source: 13F-HR filings on SEC EDGAR (aggregated from 198 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe.
Frequently Asked Questions
What are the latest NHI SEC filings in 2026?
NATIONAL HEALTH INVESTORS INC (NHI) has filed a 10-K annual report on February 26, 2026, a 10-Q quarterly report on May 4, 2026, an 8-K current report on July 27, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.
When did NHI file its most recent 10-K annual report?
NATIONAL HEALTH INVESTORS INC (NHI) filed its most recent 10-K annual report on February 26, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.
How do I view NHI 10-Q quarterly reports?
NATIONAL HEALTH INVESTORS INC (NHI)'s most recent 10-Q quarterly report was filed on May 4, 2026. SignalX displays every NHI 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.
What 8-K current reports has NHI filed recently?
NATIONAL HEALTH INVESTORS INC (NHI)'s most recent 8-K was filed on July 27, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.
Where can I find NHI insider trading activity (Form 4)?
SignalX aggregates every NHI Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.
How often does NHI file with the SEC?
NATIONAL HEALTH INVESTORS INC (NHI) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new NHI filing with AI-powered analysis.
What is the difference between 10-K, 10-Q, and 8-K SEC filings?
A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for NATIONAL HEALTH INVESTORS INC (NHI).
What is NHI's SEC CIK number?
NATIONAL HEALTH INVESTORS INC (NHI)'s SEC CIK (Central Index Key) number is 877860. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 877860 to look up all NHI filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.
Where can I find NHI return on equity (ROE) and financial data?
SignalX extracts XBRL financial data from NATIONAL HEALTH INVESTORS INC (NHI) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.
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