DaVita (NYSE:DVA – Get Free Report) had its price target raised by UBS Group from $190.00 to $235.00 in a note issued to investors on Thursday,Benzinga reports. The brokerage currently has a “buy” rating on the stock. UBS Group’s price target points to a potential upside of 19.92% from the company’s current price.
A number of other research analysts also recently weighed in on the company. TD Cowen reissued a “hold” rating on shares of DaVita in a research note on Tuesday, February 3rd. Barclays set a $194.00 price objective on DaVita in a research note on Thursday. Truist Financial set a $158.00 target price on DaVita in a report on Thursday, February 5th. Deutsche Bank Aktiengesellschaft upgraded DaVita from a “hold” rating to a “buy” rating and increased their target price for the stock from $126.00 to $220.00 in a report on Wednesday. Finally, Zacks Research cut DaVita from a “strong-buy” rating to a “hold” rating in a report on Monday, April 6th. Two analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus price target of $180.00.
DaVita Stock Up 1.1%
DaVita (NYSE:DVA – Get Free Report) last issued its earnings results on Tuesday, May 5th. The company reported $2.87 EPS for the quarter, beating analysts’ consensus estimates of $2.33 by $0.54. DaVita had a negative return on equity of 325.68% and a net margin of 5.65%.The firm had revenue of $3.42 billion for the quarter, compared to the consensus estimate of $3.36 billion. During the same quarter in the previous year, the company posted $2.00 earnings per share. The business’s quarterly revenue was up 6.0% compared to the same quarter last year. DaVita has set its FY 2026 guidance at 14.100-15.200 EPS. Research analysts expect that DaVita will post 14.16 earnings per share for the current fiscal year.
Institutional Trading of DaVita
Several institutional investors have recently modified their holdings of DVA. Root Financial Partners LLC increased its stake in DaVita by 128.0% in the 1st quarter. Root Financial Partners LLC now owns 187 shares of the company’s stock valued at $29,000 after buying an additional 105 shares during the last quarter. Elevation Wealth Partners LLC lifted its holdings in DaVita by 147.3% during the 4th quarter. Elevation Wealth Partners LLC now owns 277 shares of the company’s stock worth $31,000 after purchasing an additional 165 shares in the last quarter. Caitlin John LLC bought a new position in DaVita in the 4th quarter worth about $34,000. Canada Pension Plan Investment Board bought a new position in DaVita in the 2nd quarter valued at $43,000. Finally, Sankala Group LLC bought a new position in DaVita in the 4th quarter valued at $39,000. Institutional investors own 90.12% of the company’s stock.
Key Headlines Impacting DaVita
Here are the key news stories impacting DaVita this week:
- Positive Sentiment: Q1 beat and guidance raise — DaVita reported adj. EPS $2.87 (vs. $2.33 est.), revenue ~$3.42B, and raised FY2026 adjusted EPS guidance to a 14.10–15.20 range; that combination is the primary catalyst for the rally. DaVita (DVA) Is Up 27.6% After Boosting 2026 EPS Guidance On Strong Q1 Results
- Positive Sentiment: Analyst upgrade and bullish commentary — A recent upgrade to Buy highlighted improved volumes, margin expansion and mid?teens EPS growth expectations, supporting multiple expansion. DaVita: Improved Volumes And Tech In Focus (Rating Upgrade)
- Positive Sentiment: Margins and revenue strength reiterated — Coverage notes expanding margins and steady dialysis demand across the clinic network, reinforcing the quality of the beat. DaVita Stock Up Following Q1 Earnings & Revenue Beat, Margins Expand
- Positive Sentiment: Share repurchases supporting per?share metrics — Management disclosed buybacks during the quarter and additional repurchases, which helps EPS and signals capital?return focus. DaVita shares jump as Q1 results beat expectations and full-year outlook rises
- Neutral Sentiment: Earnings call transcript and detail — The Q1 call and transcript provide management’s color on volumes, reimbursement and cost drivers — useful for checking if the guidance raise reflects sustainable trends. DaVita (DVA) Q1 2026 Earnings Transcript
- Neutral Sentiment: Investor event scheduled — CFO and IR will speak at the BofA Healthcare Conference next week; expect additional detail and Q&A that could influence near?term sentiment. DaVita Inc. to Participate in the BofA Securities 2026 Health Care Conference
- Neutral Sentiment: Options and trading flows — Unusually high call volume was observed around the print, signaling elevated speculative/bullish positioning that can amplify intraday moves. (Options note from trading desk data.)
- Negative Sentiment: Large institutional selling in recent quarters — Some big institutions (including reductions by Berkshire-related holdings noted in filings) trimmed positions in prior quarters; sustained selling or profit?taking could cap gains. DaVita shares jump as Q1 results beat expectations and full-year outlook rises
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.
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