DaVita (NYSE:DVA) Releases FY 2026 Earnings Guidance

DaVita (NYSE:DVA) updated its FY 2026 earnings guidance on Tuesday morning. The company provided EPS guidance of 14.100-15.200 for the period, compared to the consensus earnings per share estimate of 14.850. The company issued revenue guidance of -.

Wall Street Analyst Weigh In

Several equities research analysts recently weighed in on the company. Truist Financial increased their target price on DaVita from $205.00 to $250.00 and gave the company a “hold” rating in a report on Tuesday, July 14th. Deutsche Bank Aktiengesellschaft raised DaVita from a “hold” rating to a “buy” rating and increased their price objective for the company from $126.00 to $220.00 in a research note on Wednesday, May 6th. TD Cowen raised their target price on shares of DaVita from $144.00 to $201.00 and gave the stock a “hold” rating in a report on Monday, May 11th. UBS Group upped their price target on shares of DaVita from $235.00 to $270.00 and gave the company a “buy” rating in a report on Friday, July 10th. Finally, Weiss Ratings reissued a “hold (c+)” rating on shares of DaVita in a report on Monday, June 8th. Two research analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Hold” and an average target price of $216.50.

DaVita Stock Performance

Shares of DaVita stock traded down $5.51 during midday trading on Tuesday, reaching $228.17. 2,595,255 shares of the company’s stock traded hands, compared to its average volume of 940,886. The stock has a 50 day moving average of $218.46 and a 200-day moving average of $174.48. DaVita has a 12 month low of $101.00 and a 12 month high of $247.49. The company has a market cap of $14.65 billion, a PE ratio of 21.17, a price-to-earnings-growth ratio of 0.79 and a beta of 0.88.

DaVita (NYSE:DVA) last released its quarterly earnings results on Tuesday, August 4th. The company reported $4.02 earnings per share for the quarter, beating the consensus estimate of $3.88 by $0.14. DaVita had a net margin of 5.65% and a negative return on equity of 270.37%. The business had revenue of $3.55 billion for the quarter, compared to analysts’ expectations of $3.50 billion. DaVita has set its FY 2026 guidance at 14.100-15.200 EPS. On average, equities analysts anticipate that DaVita will post 15.07 earnings per share for the current fiscal year.

Insider Transactions at DaVita

In other DaVita news, CFO Joel Ackerman sold 51,471 shares of the firm’s stock in a transaction dated Thursday, May 7th. The shares were sold at an average price of $192.10, for a total value of $9,887,579.10. Following the completion of the sale, the chief financial officer directly owned 132,434 shares in the company, valued at $25,440,571.40. This trade represents a 27.99% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. Also, insider Kathleen Alyce Waters sold 15,405 shares of DaVita stock in a transaction that occurred on Monday, June 15th. The shares were sold at an average price of $208.40, for a total value of $3,210,402.00. Following the sale, the insider directly owned 109,194 shares in the company, valued at approximately $22,756,029.60. The trade was a 12.36% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 1.90% of the stock is owned by corporate insiders.

Institutional Trading of DaVita

A number of hedge funds have recently modified their holdings of DVA. Invesco Ltd. grew its position in shares of DaVita by 2.0% in the 3rd quarter. Invesco Ltd. now owns 1,679,248 shares of the company’s stock worth $223,122,000 after buying an additional 32,358 shares during the period. Morgan Stanley boosted its stake in DaVita by 5.1% during the fourth quarter. Morgan Stanley now owns 1,477,045 shares of the company’s stock worth $167,807,000 after acquiring an additional 71,156 shares in the last quarter. Dimensional Fund Advisors LP increased its stake in shares of DaVita by 0.3% during the fourth quarter. Dimensional Fund Advisors LP now owns 1,089,100 shares of the company’s stock valued at $123,733,000 after purchasing an additional 3,507 shares in the last quarter. Arrowstreet Capital Limited Partnership increased its stake in shares of DaVita by 109.7% during the third quarter. Arrowstreet Capital Limited Partnership now owns 553,809 shares of the company’s stock valued at $73,585,000 after purchasing an additional 289,725 shares in the last quarter. Finally, Corient Private Wealth LLC grew its stake in shares of DaVita by 1,493.1% in the 4th quarter. Corient Private Wealth LLC now owns 358,299 shares of the company’s stock worth $40,706,000 after buying an additional 335,809 shares during the last quarter. Institutional investors own 90.12% of the company’s stock.

About DaVita

DaVita Inc (NYSE: DVA) is a leading provider of kidney care services, specializing in the management and operation of outpatient dialysis centers for patients with chronic kidney failure and end-stage renal disease. Headquartered in Denver, Colorado, the company offers a comprehensive suite of treatment modalities, including in-center hemodialysis, peritoneal dialysis, and home dialysis therapies. In addition to its core dialysis services, DaVita provides patient education, nutritional counseling, vascular access management and related laboratory services to support kidney health and overall patient well-being.

Since its formation in the mid-1990s through a clinical management services spin-off, DaVita has expanded both organically and through strategic partnerships and acquisitions.