Polianta Ltd Takes $2.07 Million Position in DaVita Inc. $DVA

Polianta Ltd bought a new stake in DaVita Inc. (NYSE:DVA) in the 2nd quarter, Holdings Channel reports. The fund bought 9,300 shares of the company’s stock, valued at approximately $2,069,000. DaVita accounts for 0.3% of Polianta Ltd’s holdings, making the stock its 20th biggest position.

Other large investors have also added to or reduced their stakes in the company. Fifth Third Bancorp boosted its position in DaVita by 831.4% in the 1st quarter. Fifth Third Bancorp now owns 38,411 shares of the company’s stock valued at $5,903,000 after buying an additional 34,287 shares during the last quarter. SG Americas Securities LLC increased its position in shares of DaVita by 27.4% during the first quarter. SG Americas Securities LLC now owns 212,293 shares of the company’s stock worth $32,627,000 after acquiring an additional 45,609 shares during the last quarter. BI Asset Management Fondsmaeglerselskab A S increased its position in shares of DaVita by 63.5% during the fourth quarter. BI Asset Management Fondsmaeglerselskab A S now owns 86,000 shares of the company’s stock worth $9,770,000 after acquiring an additional 33,394 shares during the last quarter. LSV Asset Management lifted its stake in shares of DaVita by 1.1% in the fourth quarter. LSV Asset Management now owns 936,768 shares of the company’s stock worth $106,426,000 after acquiring an additional 9,739 shares in the last quarter. Finally, M&T Bank Corp boosted its holdings in DaVita by 694.7% in the fourth quarter. M&T Bank Corp now owns 22,307 shares of the company’s stock valued at $2,534,000 after purchasing an additional 19,500 shares during the last quarter. 90.12% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

DVA has been the subject of a number of recent analyst reports. Oppenheimer set a $220.00 price objective on DaVita in a research note on Friday. TD Cowen upgraded DaVita from a “hold” rating to a “buy” rating and increased their target price for the company from $201.00 to $220.00 in a research note on Friday. Raymond James Financial set a $220.00 price target on shares of DaVita in a research report on Friday. UBS Group lifted their price target on shares of DaVita from $235.00 to $270.00 and gave the stock a “buy” rating in a research note on Friday, July 10th. Finally, Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and set a $265.00 price objective on shares of DaVita in a research note on Wednesday. Four analysts have rated the stock with a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Hold” and an average price target of $221.75.

Insider Transactions at DaVita

In other DaVita news, insider Kathleen Alyce Waters sold 15,405 shares of the firm’s stock in a transaction on Monday, June 15th. The stock was 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. This trade represents a 12.36% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Insiders own 1.90% of the company’s stock.

DaVita Trading Up 1.5%

NYSE:DVA opened at $183.39 on Friday. The stock has a 50 day moving average of $218.43 and a 200-day moving average of $176.53. The firm has a market capitalization of $11.70 billion, a PE ratio of 15.01, a price-to-earnings-growth ratio of 0.61 and a beta of 0.88. DaVita Inc. has a 52 week low of $101.00 and a 52 week high of $247.49.

DaVita (NYSE:DVA) last announced its quarterly earnings results on Tuesday, August 4th. The company reported $4.02 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.88 by $0.14. DaVita had a negative return on equity of 217.63% and a net margin of 6.05%.The business had revenue of $3.55 billion for the quarter, compared to the consensus estimate of $3.50 billion. During the same quarter last year, the business posted $2.95 EPS. The business’s revenue was up 5.2% on a year-over-year basis. DaVita has set its FY 2026 guidance at 14.100-15.200 EPS. As a group, analysts predict that DaVita Inc. will post 14.57 EPS for the current fiscal year.

DaVita Company Profile

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.