DaVita (NYSE:DVA) Hits New 1-Year High – What’s Next?

DaVita Inc. (NYSE:DVA) shares hit a new 52-week high on Monday . The company traded as high as $245.26 and last traded at $246.3720, with a volume of 64919 shares changing hands. The stock had previously closed at $240.09.

Key Headlines Impacting DaVita

Here are the key news stories impacting DaVita this week:

• Positive Sentiment: DaVita reported second-quarter revenue of $3.554 billion and adjusted diluted earnings of $4.02 per share, exceeding consensus estimates of approximately $3.50 billion and $3.88–$4.01 per share, respectively. Earnings increased from $2.95 per share a year earlier. DaVita earnings report
• Positive Sentiment: Operating income reached $579 million, while management cited continued financial progress, patient-outcome improvements and ongoing investment in dialysis innovation. The company also continued aggressive share repurchases, which could support per-share results. DaVita second-quarter 2026 results
• Neutral Sentiment: DaVita maintained its 2026 adjusted EPS guidance of $14.10 to $15.20, adjusted operating income guidance of $2.15 billion to $2.25 billion and free-cash-flow outlook of $1.0 billion to $1.25 billion. While the range remains above some analyst targets, the lack of an upward revision was viewed as insufficient by investors. DaVita outlook analysis
• Negative Sentiment: U.S. dialysis revenue per treatment declined to $415.87 from $417.59 in the prior quarter because of payer-mix changes and normal fluctuations. General and administrative expense also increased to $331 million from $320 million, raising concerns about near-term margin pressure. DaVita quarterly analysis
• Negative Sentiment: Recent trading data showed no insider purchases and several insider sales, including sales by CEO Javier Rodriguez, while Berkshire Hathaway reduced its position. These transactions may have added to investor caution, although they are not necessarily tied to the quarterly results.

Analyst Ratings Changes

Several equities research analysts have recently issued reports on DVA shares. UBS Group increased their price objective on shares of DaVita from $235.00 to $270.00 and gave the stock a “buy” rating in a research report on Friday, July 10th. Barclays upped their target price on shares of DaVita from $194.00 to $218.00 and gave the stock an “equal weight” rating in a research note on Wednesday, July 8th. Deutsche Bank Aktiengesellschaft raised DaVita from a “hold” rating to a “buy” rating and lifted their price target for the company from $126.00 to $220.00 in a research note on Wednesday, May 6th. TD Cowen boosted their price target on DaVita from $144.00 to $201.00 and gave the company a “hold” rating in a report on Monday, May 11th. Finally, Zacks Research cut DaVita from a “strong-buy” rating to a “hold” rating in a research report on Monday, July 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. According to data from MarketBeat, DaVita has an average rating of “Hold” and an average target price of $216.50.

DaVita Stock Down 2.4%

The stock’s fifty day moving average price is $219.11 and its 200-day moving average price is $175.36. The company has a market capitalization of $14.65 billion, a price-to-earnings ratio of 21.17, a P/E/G ratio of 0.77 and a beta of 0.88.

DaVita (NYSE:DVA) last announced its earnings results on Tuesday, August 4th. The company reported $4.02 EPS for the quarter, topping the consensus estimate of $3.88 by $0.14. DaVita had a net margin of 5.65% and a negative return on equity of 270.37%. The business had revenue of $3.55 billion during the quarter, compared to analysts’ expectations of $3.50 billion. During the same quarter in the prior year, the company posted $2.95 earnings per share. The firm’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. Analysts anticipate that DaVita Inc. will post 15.07 EPS for the current year.

Insider Transactions at DaVita

In related news, insider Kathleen Alyce Waters sold 15,405 shares of the company’s stock in a transaction dated Monday, June 15th. The stock was sold at an average price of $208.40, for a total transaction of $3,210,402.00. Following the sale, the insider owned 109,194 shares in the company, valued at approximately $22,756,029.60. This represents a 12.36% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, CFO Joel Ackerman sold 51,471 shares of the stock in a transaction that occurred on Thursday, May 7th. The shares were sold at an average price of $192.10, for a total value of $9,887,579.10. Following the transaction, the chief financial officer directly owned 132,434 shares of the company’s stock, valued at $25,440,571.40. This trade represents a 27.99% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Corporate insiders own 1.90% of the company’s stock.

Institutional Investors Weigh In On DaVita

A number of institutional investors and hedge funds have recently made changes to their positions in DVA. Root Financial Partners LLC grew its stake in shares of DaVita by 128.0% in the first quarter. Root Financial Partners LLC now owns 187 shares of the company’s stock valued at $29,000 after buying an additional 105 shares in the last quarter. Caitlin John LLC bought a new stake in DaVita during the fourth quarter worth $34,000. Sankala Group LLC acquired a new stake in DaVita in the fourth quarter valued at $39,000. Canada Pension Plan Investment Board acquired a new stake in DaVita in the second quarter valued at $43,000. Finally, Kestra Advisory Services LLC bought a new position in shares of DaVita in the 4th quarter valued at about $45,000. Institutional investors own 90.12% of the company’s stock.

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.