DaVita (NYSE:DVA) Releases FY 2026 Earnings Guidance

DaVita (NYSE:DVA) issued an update on its FY 2026 earnings guidance on Tuesday morning. The company provided earnings per share (EPS) guidance of 14.100-15.200 for the period, compared to the consensus estimate of 14.130. The company issued revenue guidance of -.

DaVita Price Performance

Shares of DVA stock traded up $2.08 during trading hours on Thursday, reaching $195.96. The company had a trading volume of 1,817,573 shares, compared to its average volume of 787,829. DaVita has a 12 month low of $101.00 and a 12 month high of $197.08. The business has a fifty day simple moving average of $153.03 and a 200-day simple moving average of $132.70. The company has a market cap of $12.58 billion, a price-to-earnings ratio of 18.18, a price-to-earnings-growth ratio of 0.66 and a beta of 0.84.

DaVita (NYSE:DVA) last posted its earnings results on Tuesday, May 5th. The company reported $2.87 earnings per share for the quarter, beating analysts’ consensus estimates of $2.33 by $0.54. The company had revenue of $3.42 billion for the quarter, compared to analyst estimates of $3.36 billion. DaVita had a negative return on equity of 270.37% and a net margin of 5.65%.The company’s revenue for the quarter was up 6.0% on a year-over-year basis. During the same quarter last year, the company earned $2.00 earnings per share. DaVita has set its FY 2026 guidance at 14.100-15.200 EPS. On average, equities research analysts expect that DaVita will post 14.49 earnings per share for the current year.

Analyst Ratings Changes

A number of analysts recently commented on the company. Barclays set a $194.00 price target on DaVita in a report on Thursday. Zacks Research lowered DaVita from a “strong-buy” rating to a “hold” rating in a report on Monday, April 6th. Wall Street Zen upgraded DaVita from a “hold” rating to a “buy” rating in a report on Saturday, February 21st. TD Cowen reiterated a “hold” rating on shares of DaVita in a report on Tuesday, February 3rd. Finally, UBS Group lifted their price target on DaVita from $190.00 to $235.00 and gave the stock a “buy” rating in a report on Thursday. Two analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, DaVita has an average rating of “Hold” and a consensus target price of $180.00.

DaVita News Roundup

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

Institutional Trading of DaVita

A number of hedge funds and other institutional investors have recently made changes to their positions in the stock. Invesco Ltd. raised its stake in shares of DaVita by 2.0% during the 3rd quarter. Invesco Ltd. now owns 1,679,248 shares of the company’s stock valued at $223,122,000 after purchasing an additional 32,358 shares during the period. Morgan Stanley grew its position in DaVita by 5.1% during the fourth quarter. Morgan Stanley now owns 1,477,045 shares of the company’s stock worth $167,807,000 after buying an additional 71,156 shares in the last quarter. Dimensional Fund Advisors LP grew its position in DaVita by 0.3% during the fourth quarter. Dimensional Fund Advisors LP now owns 1,089,100 shares of the company’s stock worth $123,733,000 after buying an additional 3,507 shares in the last quarter. Arrowstreet Capital Limited Partnership grew its position in DaVita by 109.7% during the third quarter. Arrowstreet Capital Limited Partnership now owns 553,809 shares of the company’s stock worth $73,585,000 after buying an additional 289,725 shares in the last quarter. Finally, Corient Private Wealth LLC grew its position in DaVita by 1,493.1% during the fourth quarter. Corient Private Wealth LLC now owns 358,299 shares of the company’s stock worth $40,706,000 after buying an additional 335,809 shares in the last quarter. 90.12% of the stock is currently owned by institutional investors.

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.