Fieldview Capital Management LLC Takes $953,000 Position in DaVita Inc. $DVA

Fieldview Capital Management LLC acquired a new stake in DaVita Inc. (NYSE:DVA) in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquired 8,389 shares of the company’s stock, valued at approximately $953,000.

Several other hedge funds also recently modified their holdings of DVA. Elevation Wealth Partners LLC lifted its position in DaVita by 147.3% in the fourth quarter. Elevation Wealth Partners LLC now owns 277 shares of the company’s stock worth $31,000 after purchasing an additional 165 shares during the period. Canada Pension Plan Investment Board bought a new position in DaVita in the second quarter worth $43,000. iSAM Funds UK Ltd bought a new position in DaVita in the third quarter worth $46,000. Stance Capital LLC bought a new position in DaVita in the third quarter worth $47,000. Finally, Kestra Advisory Services LLC bought a new position in DaVita in the fourth quarter worth $45,000. 90.12% of the stock is owned by institutional investors.

Analyst Ratings Changes

DVA has been the subject of several research reports. Deutsche Bank Aktiengesellschaft raised DaVita from a “hold” rating to a “buy” rating and raised their target price for the stock from $126.00 to $220.00 in a research report on Wednesday, May 6th. Truist Financial raised their target price on DaVita from $158.00 to $205.00 and gave the stock a “hold” rating in a research report on Friday, May 8th. Barclays raised their target price on DaVita from $158.00 to $194.00 and gave the stock an “equal weight” rating in a research report on Thursday, May 7th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of DaVita in a research report on Monday, June 8th. Finally, UBS Group raised their target price on DaVita from $190.00 to $235.00 and gave the stock a “buy” rating in a research report on Thursday, May 7th. One equities research analyst has rated the stock with a Strong Buy rating, two have given a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average price target of $199.17.

Insider Activity

In other DaVita news, CFO Joel Ackerman sold 51,471 shares of DaVita stock in a transaction on Thursday, May 7th. The stock was sold at an average price of $192.10, for a total transaction of $9,887,579.10. Following the completion of the transaction, the chief financial officer directly owned 132,434 shares of the company’s stock, valued at approximately $25,440,571.40. This trade represents a 27.99% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Insiders own 1.50% of the company’s stock.

DaVita Stock Performance

Shares of NYSE DVA opened at $208.31 on Monday. The stock has a market cap of $13.37 billion, a PE ratio of 19.32, a PEG ratio of 0.68 and a beta of 0.91. The business has a fifty day moving average of $176.13 and a two-hundred day moving average of $146.28. DaVita Inc. has a 52-week low of $101.00 and a 52-week high of $211.80.

DaVita (NYSE:DVA) last issued its quarterly earnings data on Tuesday, May 5th. The company reported $2.87 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.33 by $0.54. The company had revenue of $3.42 billion during the quarter, compared to analysts’ expectations of $3.36 billion. DaVita had a negative return on equity of 270.37% and a net margin of 5.65%.The business’s revenue was up 6.0% on a year-over-year basis. During the same period last year, the business earned $2.00 earnings per share. DaVita has set its FY 2026 guidance at 14.100-15.200 EPS. Analysts predict that DaVita Inc. will post 15.07 earnings per share for the current year.

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.