DaVita (NYSE:DVA) Updates FY 2026 Earnings Guidance

DaVita (NYSE:DVA) updated its FY 2026 earnings guidance on Tuesday. The company provided earnings per share (EPS) guidance of 14.100-15.200 for the period, compared to the consensus earnings per share estimate of 14.850. The company issued revenue guidance of -.

DaVita Price Performance

NYSE:DVA traded down $39.31 during midday trading on Wednesday, reaching $188.68. The stock had a trading volume of 2,328,969 shares, compared to its average volume of 950,698. The stock has a market capitalization of $12.11 billion, a P/E ratio of 17.59, a PEG ratio of 0.77 and a beta of 0.88. DaVita has a 1-year low of $101.00 and a 1-year high of $247.49. The firm’s fifty day simple moving average is $219.11 and its 200-day simple moving average is $175.36.

DaVita (NYSE:DVA) last released its quarterly earnings results on Tuesday, August 4th. The company reported $4.02 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.88 by $0.14. The company had revenue of $3.55 billion during the quarter, compared to analysts’ expectations of $3.50 billion. DaVita had a net margin of 5.65% and a negative return on equity of 270.37%. The business’s quarterly revenue was up 5.2% compared to the same quarter last year. During the same period in the prior year, the company earned $2.95 earnings per share. DaVita has set its FY 2026 guidance at 14.100-15.200 EPS. On average, equities research analysts anticipate that DaVita will post 15.07 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

A number of research analysts have recently commented on the company. Zacks Research lowered DaVita from a “strong-buy” rating to a “hold” rating in a report on Monday, July 6th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of DaVita in a research report on Monday, June 8th. Barclays upped their target price on shares of DaVita from $218.00 to $224.00 and gave the company an “equal weight” rating in a research note on Wednesday. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $265.00 price target on shares of DaVita in a report on Wednesday. Finally, Truist Financial boosted their price objective on shares of DaVita from $205.00 to $250.00 and gave the stock a “hold” rating in a report on Tuesday, July 14th. Two research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, DaVita has a consensus rating of “Hold” and an average price target of $225.00.

Insider Buying and Selling at DaVita

In other news, insider Kathleen Alyce Waters sold 15,405 shares of DaVita stock in a transaction dated Monday, June 15th. The shares were sold at an average price of $208.40, for a total transaction of $3,210,402.00. Following the sale, the insider directly owned 109,194 shares in the company, valued at approximately $22,756,029.60. The trade was a 12.36% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO Joel Ackerman sold 51,471 shares of the company’s stock in a transaction dated 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 sale, the chief financial officer directly owned 132,434 shares in the company, valued at approximately $25,440,571.40. The trade was a 27.99% decrease in their position. The SEC filing for this sale provides additional information. Insiders own 1.90% of the company’s stock.

Trending Headlines about DaVita

Here are the key news stories impacting DaVita this week:

• Positive Sentiment: DaVita reported second-quarter adjusted EPS of $4.02, above the roughly $3.88–$4.01 analyst consensus, while revenue reached $3.554 billion, ahead of expectations and up 5.2% year over year. Adjusted operating income was $579 million and free cash flow was $256 million. DaVita Inc. 2nd Quarter 2026 Results
• Positive Sentiment: Management highlighted clinical-led treatment-volume growth, improved patient outcomes and broader access to “middle molecule” therapies as factors supporting future performance. The company also maintained its strategic focus on dialysis innovation. DVA Q2 Earnings Call Centers on Clinical-Led Volume Growth
• Positive Sentiment: Barclays raised its price target from $218 to $224, although it retained an “equal weight” rating. Unusually high call-option activity also indicates increased speculative interest in DVA. Barclays Price Target Update
• Neutral Sentiment: DaVita reaffirmed 2026 adjusted EPS guidance of $14.10–$15.20, adjusted operating income of $2.15–$2.25 billion and free cash flow of $1.0–$1.25 billion. The midpoint remains close to analyst expectations, but management did not raise the outlook after a strong quarter.
• Negative Sentiment: U.S. dialysis revenue per treatment declined sequentially to $415.87 from $417.59, reflecting payer-mix changes and normal fluctuations. Investors also noted higher general and administrative expenses and ongoing reimbursement pressure.
• Negative Sentiment: The market reaction suggests expectations had been elevated ahead of earnings: the earnings and revenue beats were not enough to offset disappointment over the lack of a guidance increase. DaVita Slides as Solid Q2 Results Fail to Lift Full-Year Outlook

Institutional Investors Weigh In On DaVita

Large investors have recently modified their holdings of the stock. Corient Private Wealth LLC lifted its position in shares of DaVita by 1,493.1% during the 4th quarter. Corient Private Wealth LLC now owns 358,299 shares of the company’s stock worth $40,706,000 after buying an additional 335,809 shares during the period. Arrowstreet Capital Limited Partnership raised its stake in DaVita by 109.7% during the third quarter. Arrowstreet Capital Limited Partnership now owns 553,809 shares of the company’s stock worth $73,585,000 after acquiring an additional 289,725 shares in the last quarter. Man Group plc raised its stake in DaVita by 1,608.6% during the second quarter. Man Group plc now owns 285,809 shares of the company’s stock worth $40,713,000 after acquiring an additional 269,081 shares in the last quarter. Voloridge Investment Management LLC lifted its holdings in shares of DaVita by 2,905.7% during the third quarter. Voloridge Investment Management LLC now owns 228,221 shares of the company’s stock valued at $30,324,000 after acquiring an additional 220,628 shares during the period. Finally, Barclays PLC boosted its stake in shares of DaVita by 202.8% in the 4th quarter. Barclays PLC now owns 288,320 shares of the company’s stock valued at $32,756,000 after purchasing an additional 193,113 shares in the last quarter. 90.12% of the stock is currently owned by institutional investors.

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.