Doma Perpetual Capital Management LLC Has $47.25 Million Stock Position in DaVita Inc. $DVA

Doma Perpetual Capital Management LLC boosted its stake in DaVita Inc. (NYSE:DVA) by 23.3% during the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 355,574 shares of the company’s stock after buying an additional 67,214 shares during the period. DaVita accounts for approximately 15.9% of Doma Perpetual Capital Management LLC’s holdings, making the stock its 3rd largest position. Doma Perpetual Capital Management LLC’s holdings in DaVita were worth $47,245,000 as of its most recent SEC filing.

Several other hedge funds have also recently bought and sold shares of the stock. Arrowstreet Capital Limited Partnership lifted its holdings in shares of DaVita by 109.7% during the third quarter. Arrowstreet Capital Limited Partnership now owns 553,809 shares of the company’s stock valued at $73,585,000 after acquiring an additional 289,725 shares during the period. Man Group plc grew its holdings in shares of DaVita by 1,608.6% in the 2nd quarter. Man Group plc now owns 285,809 shares of the company’s stock worth $40,713,000 after purchasing an additional 269,081 shares during the last quarter. Neuberger Berman Group LLC increased its position in shares of DaVita by 138.5% during the 3rd quarter. Neuberger Berman Group LLC now owns 463,250 shares of the company’s stock worth $61,502,000 after purchasing an additional 269,015 shares in the last quarter. Norges Bank bought a new position in DaVita during the 2nd quarter valued at about $32,986,000. Finally, Todd Asset Management LLC acquired a new position in DaVita in the third quarter valued at about $21,842,000. 90.12% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

DVA has been the topic of several research analyst reports. Truist Financial set a $158.00 price objective on shares of DaVita in a report on Thursday, February 5th. Weiss Ratings reissued a “hold (c)” rating on shares of DaVita in a report on Monday, December 29th. Wall Street Zen raised DaVita from a “hold” rating to a “buy” rating in a report on Saturday, February 21st. Barclays lifted their price objective on DaVita from $143.00 to $158.00 and gave the company an “equal weight” rating in a research report on Tuesday, February 3rd. Finally, UBS Group increased their target price on DaVita from $186.00 to $190.00 and gave the stock a “buy” rating in a report on Wednesday, February 4th. One equities research analyst has rated the stock with a Strong Buy rating, one has issued a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the company has a consensus rating of “Hold” and an average target price of $155.80.

DaVita Trading Down 1.6%

Shares of DVA stock opened at $150.67 on Monday. DaVita Inc. has a 1 year low of $101.00 and a 1 year high of $159.42. The firm’s 50 day moving average is $131.81 and its 200-day moving average is $127.01. The firm has a market capitalization of $10.06 billion, a price-to-earnings ratio of 15.20, a PEG ratio of 0.53 and a beta of 0.93.

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

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.