NHC
Market read
The latest filing is mixed. 13 of 15 group members are active now; 5 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.
Invalidation: The live read weakens if participation falls to 5 of 15 members or fewer.
Research brief
The latest filing is mixed. 13 of 15 group members are active now; 5 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.
No thresholded adverse filing evidence is available yet.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
No qualifying adverse evidence was identified; that is not proof there is no downside.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“The increase in non-GAAP earnings for the three months ended March 31, 2026 compared to the same period in 2025 was primarily due to a slight operating margin increase, a reduction of interest expense, and a favorable income tax rate for the quarter.”10-Q · May 7, 2026 ↗
Valuation discipline
Price/sales 2.3× · EV/sales 2.2×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 7 Oct, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for NHC. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment · baseline
10-Q filed 2026-05-07 against the comparable filing from 2025-05-08.
No thresholded deterioration was identified.
“The increase in non-GAAP earnings for the three months ended March 31, 2026 compared to the same period in 2025 was primarily due to a slight operating margin increase, a reduction of interest expense, and a favorable income tax rate for the quarter.”
“When comparing net patient revenues for the first quarter of 2026 to the prior year period, the percentage increase was impacted due to a one-time Missouri retroactive Medicaid rate increase of $5,015,000 recorded in the first quarter of 2025.”
“Percentage of Net Operating Revenues Three Months Ended March 31 2026 2025 Net operating revenues 100.0 % 100.0 % Costs and expenses: Salaries, wages, and benefits 61.6 61.0 Other operating 23.9 24.7 Facility rent 3.1 3.1 Depreciation and amortization 3.0 3.0 Total costs and expenses 91.6 91.8 Income from operations 8.4 8.2 Non–operating income 1.0 1.1 Interest expense (0.1 ) (0.6 ) Unrealized gains on marketable equity securities 2.4 3.0 Income before income taxes 11.7 11.7 Income tax provision (2.2 ) (3.1 ) Net income 9.5 8.6 Net income attributable to noncontrolling interest (0.1 ) (0.0 ) Net income attributable to stockholders of NHC 9.4 % 8.6 % Three Months Ended March 31, 2026 Compare...”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Filing peers
Companies whose filings use similar operating language.
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What is moving around it
NHC is currently a Follower in the organic co-movement group Healthcare REITs. This group is discovered from market behaviour rather than assigned from an industry taxonomy. No verified filing-linked names are available yet.
Context history
No durable theme membership has been observed for this name yet.