Neuberger Berman Group LLC Has $61.50 Million Holdings in DaVita Inc. $DVA

Neuberger Berman Group LLC lifted its holdings in shares of DaVita Inc. (NYSE:DVA) by 138.5% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 463,250 shares of the company’s stock after buying an additional 269,015 shares during the quarter. Neuberger Berman Group LLC owned about 0.66% of DaVita worth $61,502,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also modified their holdings of the business. Hantz Financial Services Inc. boosted its stake in DaVita by 48.1% in the second quarter. Hantz Financial Services Inc. now owns 231 shares of the company’s stock valued at $33,000 after acquiring an additional 75 shares during the last quarter. Canada Pension Plan Investment Board bought a new stake in shares of DaVita during the 2nd quarter valued at $43,000. Employees Retirement System of Texas bought a new stake in shares of DaVita during the 2nd quarter valued at $49,000. SJS Investment Consulting Inc. lifted its stake in shares of DaVita by 3,091.7% in the 3rd quarter. SJS Investment Consulting Inc. now owns 383 shares of the company’s stock valued at $51,000 after purchasing an additional 371 shares during the period. Finally, Smartleaf Asset Management LLC boosted its position in shares of DaVita by 34.9% in the 3rd quarter. Smartleaf Asset Management LLC now owns 452 shares of the company’s stock worth $59,000 after purchasing an additional 117 shares during the last quarter. 90.12% of the stock is owned by institutional investors.

DaVita Trading Up 0.7%

NYSE:DVA opened at $150.94 on Friday. DaVita Inc. has a 1 year low of $101.00 and a 1 year high of $159.42. The stock has a 50-day moving average price of $127.93 and a two-hundred day moving average price of $126.65. The stock has a market cap of $10.08 billion, a price-to-earnings ratio of 15.23, a PEG ratio of 0.52 and a beta of 0.94.

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

Analyst Ratings Changes

A number of equities research analysts recently commented on the company. Weiss Ratings reaffirmed a “hold (c)” rating on shares of DaVita in a research note on Monday, December 29th. Wall Street Zen upgraded DaVita from a “hold” rating to a “buy” rating in a report on Saturday, February 21st. UBS Group boosted their target price on DaVita from $186.00 to $190.00 and gave the stock a “buy” rating in a research report on Wednesday, February 4th. Zacks Research raised DaVita from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, February 4th. Finally, Truist Financial set a $158.00 price objective on shares of DaVita in a research note on Thursday, February 5th. One analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the company presently has a consensus rating of “Hold” and an average price target of $155.80.

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.