DaVita Inc. $DVA Shares Sold by Strs Ohio

Strs Ohio trimmed its position in shares of DaVita Inc. (NYSE:DVA) by 92.2% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 898 shares of the company’s stock after selling 10,633 shares during the quarter. Strs Ohio’s holdings in DaVita were worth $119,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently bought and sold shares of the business. Man Group plc boosted its stake in shares of DaVita by 1,608.6% in the second 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. Norges Bank purchased a new position in DaVita in the 2nd quarter valued at approximately $32,986,000. VIRGINIA RETIREMENT SYSTEMS ET Al acquired a new position in shares of DaVita in the second quarter worth $21,554,000. Arrowstreet Capital Limited Partnership increased its position in shares of DaVita by 132.1% during the second quarter. Arrowstreet Capital Limited Partnership now owns 264,084 shares of the company’s stock worth $37,619,000 after acquiring an additional 150,318 shares during the period. Finally, Rakuten Investment Management Inc. acquired a new stake in shares of DaVita in the third quarter valued at $19,875,000. 90.12% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several equities research analysts have weighed in on DVA shares. Truist Financial cut their price target on DaVita from $140.00 to $128.00 and set a “hold” rating on the stock in a report on Monday, January 5th. TD Cowen restated a “hold” rating on shares of DaVita in a research note on Tuesday. Weiss Ratings reiterated a “hold (c)” rating on shares of DaVita in a research note on Monday, December 29th. Zacks Research upgraded shares of DaVita from a “strong sell” rating to a “hold” rating in a report on Friday, November 28th. Finally, Wall Street Zen lowered shares of DaVita from a “buy” rating to a “hold” rating in a report on Saturday, October 11th. One equities research analyst has rated the stock with a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Hold” and a consensus price target of $155.50.

DaVita Stock Up 5.2%

Shares of DaVita stock opened at $141.74 on Thursday. DaVita Inc. has a 52 week low of $101.00 and a 52 week high of $178.47. The firm’s 50 day moving average is $114.12 and its two-hundred day moving average is $124.94. The firm has a market capitalization of $10.01 billion, a P/E ratio of 14.30, a P/E/G ratio of 0.75 and a beta of 0.99.

DaVita (NYSE:DVA) last issued its quarterly earnings data on Monday, February 2nd. The company reported $3.40 earnings per share for the quarter, topping the consensus estimate of $3.24 by $0.16. The business had revenue of $3.62 billion during the quarter, compared to the consensus estimate of $3.51 billion. DaVita had a net margin of 5.47% and a negative return on equity of 413.18%. The company’s revenue was up 9.9% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $2.24 EPS. DaVita has set its FY 2026 guidance at 13.600-15.00 EPS. As a group, research analysts expect that DaVita Inc. will post 10.76 earnings per share for the current fiscal year.

Key Stories Impacting DaVita

Here are the key news stories impacting DaVita this week:

• Positive Sentiment: Q4 results beat and margins expanded — DaVita reported Q4 EPS and revenue above consensus, with margin expansion and double‑digit full‑year adjusted EPS growth; the beat and improved profitability are the primary catalyst for the rally. DaVita Stock Up Following Q4 Earnings & Revenue Beat, Margins Expand
• Positive Sentiment: Strong guidance and beat on the quarter — management set FY‑2026 EPS guidance (roughly $13.60–$15.00) and Q1/Q4 results topped analyst estimates (Q4 EPS beat ~$0.16), giving investors clearer forward visibility. This underpins the stock’s move higher. Why Is DaVita (DVA) Stock Rocketing Higher Today
• Positive Sentiment: Home‑health / care expansion via Elara Caring backing — Ares’ PE backing of Elara Caring with participation from DaVita signals continued strategic expansion into home‑based care services, which could broaden DaVita’s addressable market beyond in‑center dialysis. Elara Caring Backed By Ares’ Private Equity Group, Kidney Care Provider DaVita
• Neutral Sentiment: Analyst views mixed — some outlets highlight differing analyst takes on valuation and peers, so while results were strong, consensus sentiment is not uniformly bullish. Monitor revisions from sell‑side firms. Analysts’ Opinions Are Mixed on These Healthcare Stocks: Boston Scientific (BSX) and DaVita (DVA)
• Neutral Sentiment: Industry / screen mentions — coverage pieces placing DaVita in broader Dow Jones healthcare or “Buffett‑style” stock lists raise visibility but do not directly change fundamentals. Explore DaVita Within Dow Jones Industrial Average Healthcare Space 3 Warren Buffett-Style Stocks for a Golden Retirement
• Negative Sentiment: Volatility and caution remain — some analyst commentary and independent pieces warn that DVA is still subject to operational and regulatory volatility; investors should expect trading swings despite current strength. DaVita: Some Success Is Possible, But Volatility Is Still Heavy
• Negative Sentiment: High intraday volume and large after‑hours moves increase short‑term risk — big gaps and elevated volume can amplify reversals; traders should watch liquidity and news flow. Stocks making the biggest moves after hours: Palantir, NXP Semiconductors, DaVita and more

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.