Chapin Davis Inc. Invests $1.01 Million in DaVita Inc. $DVA

Chapin Davis Inc. purchased a new stake in DaVita Inc. (NYSE:DVA) in the 2nd quarter, Holdings Channel.com reports. The firm purchased 4,548 shares of the company’s stock, valued at approximately $1,012,000.

Several other institutional investors and hedge funds have also recently bought and sold shares of DVA. Arrowstreet Capital Limited Partnership lifted its holdings in DaVita by 114.9% in the fourth quarter. Arrowstreet Capital Limited Partnership now owns 1,190,000 shares of the company’s stock worth $135,196,000 after acquiring an additional 636,191 shares during the last quarter. Norges Bank bought a new position in shares of DaVita during the fourth quarter valued at approximately $49,164,000. Corient Private Wealth LLC raised its position in shares of DaVita by 1,493.1% during the 4th quarter. Corient Private Wealth LLC now owns 358,299 shares of the company’s stock worth $40,706,000 after purchasing an additional 335,809 shares during the period. Man Group plc boosted its position in DaVita by 1,608.6% during the 2nd quarter. Man Group plc now owns 285,809 shares of the company’s stock valued at $40,713,000 after purchasing an additional 269,081 shares during the period. Finally, Voloridge Investment Management LLC grew its stake in DaVita by 2,905.7% during the 3rd quarter. Voloridge Investment Management LLC now owns 228,221 shares of the company’s stock worth $30,324,000 after buying an additional 220,628 shares during the last quarter. Institutional investors and hedge funds own 90.12% of the company’s stock.

Trending Headlines about DaVita

Here are the key news stories impacting DaVita this week:

• Positive Sentiment: DaVita reported adjusted EPS of $4.02, above the roughly $3.88–$4.01 consensus range, while revenue reached $3.554 billion versus expectations near $3.50 billion. EPS increased from $2.95 a year earlier, and revenue grew 5.2% year over year. DaVita Inc. 2nd Quarter 2026 Results
• Positive Sentiment: Management highlighted clinical-led treatment-volume growth, mortality-related volume gains and broader access to “middle molecule” therapies. Adjusted operating income was $579 million and free cash flow was $256 million, supporting continued investment and share repurchases. DVA Q2 Earnings Call Centers on Clinical-Led Volume Growth
• Positive Sentiment: Barclays raised its price target from $218 to $224, implying meaningful potential recovery from recent trading levels, although it retained an “equal weight” rating. Barclays price target report
• Neutral Sentiment: Options activity was unusually high, with traders buying 9,484 call contracts—564% above average. This may reflect bullish positioning or hedging, but it does not establish a clear direction for the stock.
• Negative Sentiment: U.S. dialysis revenue per treatment fell to $415.87 from $417.59 in the prior quarter because of payer-mix changes and normal fluctuations. A weaker commercial mix and reimbursement pressure are raising concerns about profitability. DaVita Stock Down Despite Q2 Earnings Beat
• Negative Sentiment: DaVita reaffirmed, rather than raised, its FY 2026 adjusted EPS outlook of $14.10–$15.20, adjusted operating income guidance of $2.15–$2.25 billion and free-cash-flow forecast of $1.0–$1.25 billion. Investors may have expected an upward revision after the first-quarter increase.
• Negative Sentiment: Higher general and administrative expense, which rose to $331 million from $320 million sequentially, and concerns about narrowing margins further weakened the market’s reaction to otherwise solid results.

DaVita Stock Performance

Shares of DVA stock opened at $188.59 on Thursday. DaVita Inc. has a 1 year low of $101.00 and a 1 year high of $247.49. The firm has a market capitalization of $12.11 billion, a PE ratio of 15.43, a price-to-earnings-growth ratio of 0.75 and a beta of 0.88. The stock has a fifty day moving average of $218.97 and a two-hundred day moving average of $175.94.

DaVita (NYSE:DVA) last issued its quarterly earnings results on Tuesday, August 4th. The company reported $4.02 EPS for the quarter, beating analysts’ consensus estimates of $3.88 by $0.14. DaVita had a negative return on equity of 231.38% and a net margin of 6.05%.The company had revenue of $3.55 billion for the quarter, compared to analyst estimates of $3.50 billion. During the same period last year, the company earned $2.95 earnings per share. The company’s quarterly revenue was up 5.2% compared to the same quarter last year. DaVita has set its FY 2026 guidance at 14.100-15.200 EPS. Equities research analysts predict that DaVita Inc. will post 15.07 earnings per share for the current fiscal year.

Analysts Set New Price Targets

A number of equities research analysts have issued reports on the company. Truist Financial raised their target price on DaVita from $205.00 to $250.00 and gave the company a “hold” rating in a research note on Tuesday, July 14th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and issued a $265.00 price objective on shares of DaVita in a report on Wednesday. Zacks Research downgraded shares of DaVita from a “strong-buy” rating to a “hold” rating in a research report on Monday, July 6th. UBS Group boosted their target price on shares of DaVita from $235.00 to $270.00 and gave the company a “buy” rating in a research note on Friday, July 10th. Finally, Weiss Ratings restated a “hold (c+)” rating on shares of DaVita in a research note on Monday, June 8th. Two research analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company currently has an average rating of “Hold” and an average price target of $225.00.

Insider Transactions at DaVita

In other DaVita news, insider Kathleen Alyce Waters sold 15,405 shares of the firm’s stock in a transaction dated Monday, June 15th. The shares were sold at an average price of $208.40, for a total transaction of $3,210,402.00. Following the transaction, the insider owned 109,194 shares of the company’s stock, valued at approximately $22,756,029.60. This trade represents a 12.36% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 1.90% of the stock is owned by corporate insiders.

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.