NHI
You’ve read what changed. Here’s whether the market is confirming it.
Market read
NHI accounts for 9.4% of the group's measured movement across 10.1 effective names. raw member direction is mixed; 11 of 12 session-normalized paths align to the downside. Capital-flow agreement is 13%, so confirmation is not yet clean. No verified headline preceded the measured group move.
AB, CTRE, AHR moved materially before NHI. NHI crossed its material path threshold at 15:35 ET. ADC followed.
9 of 22 members in Healthcare REITs are active. 0 of 1 disclosed connections are confirming.
Invalidation: The live read weakens if participation falls to 7 of 22 members or fewer.
Research brief
NHI accounts for 9.4% of the group's measured movement across 10.1 effective names. raw member direction is mixed; 11 of 12 session-normalized paths align to the downside. Capital-flow agreement is 13%, so confirmation is not yet clean. No verified headline preceded the measured group move.
No thresholded supportive filing evidence is available yet.
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.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“We define Adjusted EBITDA as net income before interest expense, income taxes, depreciation and amortization expense, impairments of real estate properties, gains on dispositions of real estate properties, write-offs of straight-line rents receivable and cert…”10-Q · Aug 10, 2026 ↗
“The 2031 Senior Notes are subject to affirmative and negative covenants, including financial covenants, with which we were in compliance as of September 30, 2025.”10-Q · Nov 6, 2025 ↗
“The change of $7.9 million was primarily due to a decrease in the credit loss reserve of $7.3 million in the nine months ended September 30, 2025 and a real estate impairment charge of $0.7 million on one property in our Real Estate Investments segment in the…”10-Q · Nov 6, 2025 ↗
“In addition, changes in federal and state legislation and regulation on climate change could result in increased capital expenditures to improve the energy efficiency of our existing properties and could also require us to spend more on our new development pr…”10-K · Feb 26, 2026 ↗
Valuation discipline
Price/sales 38.6× · EV/sales 38.3×. 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 30 Sept, 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 NHI. 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.
Filing analysis
Jodie has not yet found a suitable current-versus-prior filing comparison for NHI. This does not mean the latest filing was neutral or immaterial.
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
NHI is currently a Leader 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.