Baer Investment Advisory LLC Makes New $717,000 Investment in Diversified Healthcare Trust $DHC

Baer Investment Advisory LLC acquired a new stake in Diversified Healthcare Trust (NASDAQ:DHC) during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 107,969 shares of the real estate investment trust’s stock, valued at approximately $717,000.

A number of other institutional investors and hedge funds have also made changes to their positions in DHC. Raymond James Financial Inc. acquired a new position in Diversified Healthcare Trust in the 2nd quarter valued at about $28,000. CWM LLC grew its stake in shares of Diversified Healthcare Trust by 174.5% in the 4th quarter. CWM LLC now owns 6,555 shares of the real estate investment trust’s stock valued at $32,000 after purchasing an additional 4,167 shares during the last quarter. Mercer Global Advisors Inc. ADV purchased a new position in shares of Diversified Healthcare Trust in the 4th quarter valued at approximately $49,000. L2 Asset Management LLC acquired a new position in shares of Diversified Healthcare Trust in the fourth quarter valued at approximately $49,000. Finally, Harbor Capital Advisors Inc. increased its holdings in shares of Diversified Healthcare Trust by 299.4% in the fourth quarter. Harbor Capital Advisors Inc. now owns 13,692 shares of the real estate investment trust’s stock valued at $66,000 after purchasing an additional 10,264 shares during the period. 75.98% of the stock is owned by hedge funds and other institutional investors.

Diversified Healthcare Trust Stock Performance

Shares of DHC stock opened at $9.23 on Friday. The company has a current ratio of 5.36, a quick ratio of 5.36 and a debt-to-equity ratio of 1.48. The stock has a 50 day simple moving average of $8.62 and a 200-day simple moving average of $7.08. The company has a market cap of $2.23 billion, a price-to-earnings ratio of -6.94 and a beta of 2.28. Diversified Healthcare Trust has a 12-month low of $3.18 and a 12-month high of $9.66.

Diversified Healthcare Trust (NASDAQ:DHC) last posted its quarterly earnings results on Monday, May 4th. The real estate investment trust reported ($0.18) earnings per share for the quarter, missing analysts’ consensus estimates of ($0.15) by ($0.03). Diversified Healthcare Trust had a negative net margin of 21.10% and a negative return on equity of 18.75%. The business had revenue of $366.47 million during the quarter, compared to analysts’ expectations of $380.18 million. Diversified Healthcare Trust has set its FY 2026 guidance at 0.520-0.580 EPS. On average, equities analysts forecast that Diversified Healthcare Trust will post 0.6 EPS for the current year.

Diversified Healthcare Trust Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Thursday, May 14th. Shareholders of record on Tuesday, April 21st were given a dividend of $0.01 per share. This represents a $0.04 annualized dividend and a dividend yield of 0.4%. The ex-dividend date was Tuesday, April 21st. Diversified Healthcare Trust’s payout ratio is presently -3.01%.

Wall Street Analysts Forecast Growth

Several equities research analysts recently weighed in on DHC shares. Maxim Group increased their price target on Diversified Healthcare Trust from $10.00 to $10.50 and gave the stock a “buy” rating in a report on Wednesday, June 3rd. Freedom Capital raised shares of Diversified Healthcare Trust to a “strong-buy” rating in a research note on Thursday, April 30th. B. Riley Financial upped their price objective on shares of Diversified Healthcare Trust from $8.50 to $11.00 and gave the stock a “buy” rating in a research report on Tuesday, June 9th. Wall Street Zen cut shares of Diversified Healthcare Trust from a “hold” rating to a “sell” rating in a research note on Saturday, May 9th. Finally, Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Diversified Healthcare Trust in a report on Monday, April 20th. One investment analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $9.83.

Diversified Healthcare Trust Profile

Diversified Healthcare Trust is a real estate investment trust (REIT) specializing in the acquisition, ownership and management of healthcare properties across the United States. The company focuses on assets that serve the senior housing and post-acute care sectors, including skilled nursing facilities, assisted living communities, memory care centers and medical office buildings. By partnering with experienced operators, Diversified Healthcare Trust aims to generate stable, long-term cash flows through triple-net leases and percentage rent structures tailored to each property type.

The company’s portfolio spans multiple states and encompasses a mix of single-tenant and multi-tenant properties.