Jupiter Topco LLC Takes $9.03 Million Position in DaVita Inc. $DVA

Jupiter Topco LLC acquired a new stake in DaVita Inc. (NYSE:DVA) during the second quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 40,588 shares of the company’s stock, valued at approximately $9,030,000. Jupiter Topco LLC owned approximately 0.06% of DaVita as of its most recent filing with the SEC.

Other large investors have also recently added to or reduced their stakes in the company. Fifth Third Bancorp grew its stake 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. Assenagon Asset Management S.A. lifted its position in DaVita by 30.5% during the 2nd quarter. Assenagon Asset Management S.A. now owns 44,783 shares of the company’s stock worth $9,963,000 after acquiring an additional 10,477 shares during the last quarter. SG Americas Securities LLC boosted its holdings in DaVita by 27.4% during the first quarter. SG Americas Securities LLC now owns 212,293 shares of the company’s stock valued at $32,627,000 after acquiring an additional 45,609 shares during the period. LSV Asset Management grew its position in shares of DaVita by 1.1% in the fourth quarter. LSV Asset Management now owns 936,768 shares of the company’s stock valued at $106,426,000 after purchasing an additional 9,739 shares during the last quarter. Finally, BI Asset Management Fondsmaeglerselskab A S lifted its position in shares of DaVita by 63.5% during the 4th quarter. BI Asset Management Fondsmaeglerselskab A S now owns 86,000 shares of the company’s stock worth $9,770,000 after purchasing an additional 33,394 shares during the last quarter. Institutional investors own 90.12% of the company’s stock.

Insiders Place Their Bets

In other DaVita news, insider Kathleen Alyce Waters sold 15,405 shares of the business’s stock in a transaction 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 owned 109,194 shares of the company’s stock, valued at $22,756,029.60. The trade was a 12.36% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. 1.90% of the stock is owned by corporate insiders.

DaVita Stock Up 0.0%

DaVita stock opened at $180.72 on Monday. The business has a 50 day moving average price of $211.96 and a two-hundred day moving average price of $183.37. DaVita Inc. has a 12 month low of $101.00 and a 12 month high of $247.49. The stock has a market cap of $11.53 billion, a price-to-earnings ratio of 14.79, a price-to-earnings-growth ratio of 0.47 and a beta of 0.88.

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

Analyst Ratings Changes

A number of analysts have issued reports on DVA shares. Zacks Research lowered DaVita from a “strong-buy” rating to a “hold” rating in a report on Monday, July 6th. Truist Financial reduced their price objective on DaVita from $250.00 to $215.00 and set a “hold” rating for the company in a research report on Friday, August 7th. UBS Group raised their price objective 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. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $265.00 target price on shares of DaVita in a research report on Wednesday, August 5th. Finally, Weiss Ratings upgraded shares of DaVita from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Wednesday, August 5th. Four research analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Hold” and an average price target of $221.75.

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.