Is NHI or PKG a better dividend investment in 2026?

NHI currently yields 4.42% with a 5% 5-year dividend growth rate. PKG yields 2.39% with 5% growth. The better choice depends on your goal: NHI offers higher current income.

What is the dividend yield difference between NHI and PKG?

NHI has a forward dividend yield of 4.42% ($3.64/share annually). PKG yields 2.39% ($5.00/share annually). The yield gap is 2.03 percentage points.

Home › Compare › NHI vs PKG

NHI vs PKG: Dividend Comparison 2026

NHI yields 4.42% · PKG yields 2.39%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 PKG wins by $249.9K in total portfolio value

INVESTMENT

TIME HORIZON10 years

NHI

● Live price

4.42%

Share price

$82.41

Annual div

$3.64

5Y div CAGR

-16.8%

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$22.6K

Annual income

$80.50

Full NHI calculator →

PKG

● Live price

2.39%

Share price

$209.04

Annual div

$5.00

5Y div CAGR

56.8%

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$272.5K

Annual income

$142,289.75

Full PKG calculator →

Portfolio growth — NHI vs PKG

📍 PKG pulled ahead of the other in Year 1

Annual dividend income

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Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis Period	NHI	PKG
2008–2009 GFC	— No data	— No data
2020 Q1–Q2 COVID	— No data	— No data
2022 Q4 Rate Hike	— No data	— No data

Based on dividend payment history. "Increased" = dividend grew during crisis. "Maintained" = held within 3%. "Cut" = reduced by more than 3%.

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Dividend Calendar Overlap

Combined, NHI + PKG cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

NHI pays

PKG pays

Both pay

Neither

💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

NHI

Annual income on $10K today (after 15% tax)

$375.44/yr

After 10yr DRIP, annual income (after tax)

$68.43/yr

PKG

Annual income on $10K today (after 15% tax)

$203.31/yr

After 10yr DRIP, annual income (after tax)

$120,946.29/yr

At 15% tax rate, PKG beats the other by $120,877.86/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of NHI + PKG for your $10,000?

NHI: 50%PKG: 50%

100% PKG50/50100% NHI

Portfolio after 10yr

$147.6K

Annual income

$71,185.13/yr

Blended yield

48.23%

📊

Analyst Conviction Gap

Where Wall Street is most bullish on PKG right now

NHI

Analyst Ratings

Buy

Hold

Sell

Consensus: Hold

Price Target

$85.20

+3.4% upside vs current

Range: $83.00 — $88.00

Altman Z

2.1

Piotroski

6/9

PKG

Analyst Ratings

Buy

Hold

Sell

Consensus: Hold

Price Target

$246.00

+17.7% upside vs current

Range: $233.00 — $270.00

Altman Z

3.7

Piotroski

4/9

Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

NHI buys

PKG buys

No recent congressional trades found for NHI or PKG in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricNHIPKG

Forward yield	4.42% ✓	2.39%
Annual dividend / share	$3.64	$5.00 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	-16.8%	56.8% ✓
Portfolio after 10y	$22.6K	$272.5K ✓
Annual income after 10y	$80.50	$142,289.75 ✓
Total dividends collected	$2.0K	$238.7K ✓
Payment frequency	quarterly	quarterly
Sector	REIT	Materials
Analyst consensus	Hold	Hold
Analyst price target	$85.20	$246.00 ✓

Year-by-year: NHI vs PKG ($10,000, DRIP)

Year	NHI Portfolio	NHI Income/yr	PKG Portfolio	PKG Income/yr	Gap
1← crossover	$11,067	$367.49	$11,075	$375.05	$8.00 → PKG
2	$12,158	$316.25	$12,459	$608.69	$301.00 → PKG
3	$13,280	$270.15	$14,335	$1,003.45	$1.1K → PKG
4	$14,439	$229.43	$17,030	$1,691.83	$2.6K → PKG
5	$15,643	$193.97	$21,167	$2,945.41	$5.5K → PKG
6	$16,902	$163.41	$28,014	$5,364.93	$11.1K → PKG
7	$18,222	$137.28	$40,380	$10,404.83	$22.2K → PKG
8	$19,613	$115.09	$65,184	$21,977.91	$45.6K → PKG
9	$21,082	$96.32	$121,738	$51,990.93	$100.7K → PKG
10	$22,638	$80.50	$272,549	$142,289.75	$249.9K → PKG

NHI vs PKG: Complete Analysis 2026

NHI — REIT

Incorporated in 1991, National Health Investors, Inc. (NYSE: NHI) is a real estate investment trust specializing in sale-leaseback, joint-venture, mortgage and mezzanine financing of need-driven and discretionary senior housing and medical investments. NHI's portfolio consists of independent, assisted and memory care communities, entrance-fee retirement communities, skilled nursing facilities, medical office buildings and specialty hospitals.

Full NHI Calculator →

PKG — Materials

Packaging Corporation of America manufactures and sells containerboard and corrugated packaging products in the United States. The company operates through Packaging and Paper segments. The Packaging segment offers various containerboard and corrugated packaging products, such as conventional shipping containers used to protect and transport manufactured goods; multi-color boxes and displays that help to merchandise the packaged product in retail locations; and honeycomb protective packaging products, as well as packaging for meat, fresh fruit and vegetables, processed food, beverages, and other industrial and consumer products. This segment sells its corrugated products through a direct sales and marketing organization, independent brokers, and distribution partners. The Paper segment manufactures and sells commodity and specialty papers, as well as communication papers, including cut-size office papers, and printing and converting papers. This segment sells white papers through its sales and marketing organization. Packaging Corporation of America was founded in 1867 and is headquartered in Lake Forest, Illinois.

Full PKG Calculator →

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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.