63,461 Shares in DaVita Inc. $DVA Acquired by PBU The Pension Fund of Early Childhood & Youth Educators

PBU The Pension Fund of Early Childhood & Youth Educators bought a new position in DaVita Inc. (NYSE:DVA) in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor bought 63,461 shares of the company’s stock, valued at approximately $7,210,000.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Parallel Advisors LLC increased its holdings in DaVita by 49.2% in the 4th quarter. Parallel Advisors LLC now owns 670 shares of the company’s stock worth $76,000 after acquiring an additional 221 shares in the last quarter. State of Wyoming increased its holdings in DaVita by 17.7% in the 4th quarter. State of Wyoming now owns 3,447 shares of the company’s stock worth $392,000 after acquiring an additional 519 shares in the last quarter. CIBC Asset Management Inc increased its holdings in DaVita by 30.2% in the 4th quarter. CIBC Asset Management Inc now owns 8,972 shares of the company’s stock worth $1,019,000 after acquiring an additional 2,081 shares in the last quarter. Goldman Sachs Group Inc. increased its holdings in DaVita by 29.1% in the 4th quarter. Goldman Sachs Group Inc. now owns 310,845 shares of the company’s stock worth $35,315,000 after acquiring an additional 70,124 shares in the last quarter. Finally, Kesler Norman & Wride LLC increased its holdings in DaVita by 38.7% in the 4th quarter. Kesler Norman & Wride LLC now owns 6,761 shares of the company’s stock worth $768,000 after acquiring an additional 1,887 shares in the last quarter. 90.12% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other DaVita news, CFO Joel Ackerman sold 51,471 shares of the stock in a transaction on Thursday, May 7th. The shares were 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 owned 132,434 shares in the company, valued at $25,440,571.40. This trade represents a 27.99% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 1.50% of the stock is owned by company insiders.

DaVita Stock Performance

DVA stock opened at $192.28 on Friday. The firm has a fifty day moving average price of $171.47 and a 200 day moving average price of $143.18. DaVita Inc. has a fifty-two week low of $101.00 and a fifty-two week high of $202.69. The firm has a market cap of $12.34 billion, a PE ratio of 17.84, a price-to-earnings-growth ratio of 0.63 and a beta of 0.91.

DaVita (NYSE:DVA) last released its quarterly earnings data on Tuesday, May 5th. The company reported $2.87 EPS for the quarter, beating the consensus estimate of $2.33 by $0.54. DaVita had a net margin of 5.65% and a negative return on equity of 270.37%. The business had revenue of $3.42 billion during the quarter, compared to analyst estimates of $3.36 billion. During the same quarter last year, the business earned $2.00 earnings per share. DaVita’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. On average, equities analysts predict that DaVita Inc. will post 15.07 EPS for the current year.

Wall Street Analysts Forecast Growth

Several equities research analysts recently issued reports on the stock. Wall Street Zen raised shares of DaVita from a “hold” rating to a “buy” rating in a report on Saturday, February 21st. Barclays increased their target price on shares of DaVita from $158.00 to $194.00 and gave the stock an “equal weight” rating in a report on Thursday, May 7th. Zacks Research raised shares of DaVita from a “hold” rating to a “strong-buy” rating in a report on Thursday, May 7th. Truist Financial increased their price objective on shares of DaVita from $158.00 to $205.00 and gave the company a “hold” rating in a report on Friday, May 8th. Finally, Deutsche Bank Aktiengesellschaft raised shares of DaVita from a “hold” rating to a “buy” rating and increased their price objective for the company from $126.00 to $220.00 in a report on Wednesday, May 6th. One equities research analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, DaVita currently has an average rating of “Hold” and a consensus price target of $199.17.

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.