DaVita Inc. (NYSE:DVA) Receives Consensus Recommendation of “Hold” from Analysts

Shares of DaVita Inc. (NYSE:DVA) have earned a consensus recommendation of “Hold” from the eight brokerages that are presently covering the company, MarketBeat.com reports. One equities research analyst has rated the stock with a sell recommendation, five have issued a hold recommendation and two have assigned a buy recommendation to the company. The average 1-year price objective among analysts that have covered the stock in the last year is $225.00.

A number of equities analysts have recently issued reports on the stock. Weiss Ratings reiterated a “hold (c+)” rating on shares of DaVita in a report on Monday, June 8th. TD Cowen upped their target price on shares of DaVita from $144.00 to $201.00 and gave the stock a “hold” rating in a research report on Monday, May 11th. Barclays increased their target price on shares of DaVita from $218.00 to $224.00 and gave the company an “equal weight” rating in a report on Wednesday. Truist Financial lifted their price target on shares of DaVita from $205.00 to $250.00 and gave the company a “hold” rating in a research report on Tuesday, July 14th. Finally, Zacks Research lowered DaVita from a “strong-buy” rating to a “hold” rating in a research note on Monday, July 6th.

More DaVita News

Here are the key news stories impacting DaVita this week:

• Positive Sentiment: DaVita reported adjusted EPS of $4.02, above the roughly $3.88–$4.01 consensus range, while revenue reached $3.554 billion versus expectations near $3.50 billion. EPS increased from $2.95 a year earlier, and revenue grew 5.2% year over year. DaVita Inc. 2nd Quarter 2026 Results
• Positive Sentiment: Management highlighted clinical-led treatment-volume growth, mortality-related volume gains and broader access to “middle molecule” therapies. Adjusted operating income was $579 million and free cash flow was $256 million, supporting continued investment and share repurchases. DVA Q2 Earnings Call Centers on Clinical-Led Volume Growth
• Positive Sentiment: Barclays raised its price target from $218 to $224, implying meaningful potential recovery from recent trading levels, although it retained an “equal weight” rating. Barclays price target report
• Neutral Sentiment: Options activity was unusually high, with traders buying 9,484 call contracts—564% above average. This may reflect bullish positioning or hedging, but it does not establish a clear direction for the stock.
• Negative Sentiment: U.S. dialysis revenue per treatment fell to $415.87 from $417.59 in the prior quarter because of payer-mix changes and normal fluctuations. A weaker commercial mix and reimbursement pressure are raising concerns about profitability. DaVita Stock Down Despite Q2 Earnings Beat
• Negative Sentiment: DaVita reaffirmed, rather than raised, its FY 2026 adjusted EPS outlook of $14.10–$15.20, adjusted operating income guidance of $2.15–$2.25 billion and free-cash-flow forecast of $1.0–$1.25 billion. Investors may have expected an upward revision after the first-quarter increase.
• Negative Sentiment: Higher general and administrative expense, which rose to $331 million from $320 million sequentially, and concerns about narrowing margins further weakened the market’s reaction to otherwise solid results.

Insider Transactions at DaVita

In other DaVita news, insider Kathleen Alyce Waters sold 15,405 shares of the business’s stock in a transaction on Monday, June 15th. The stock was 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 ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Corporate insiders own 1.90% of the company’s stock.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently made changes to their positions in the company. Bryn Mawr Trust Advisors LLC purchased a new stake in shares of DaVita in the 2nd quarter worth about $232,000. Handelsbanken Fonder AB grew its stake in DaVita by 3.9% in the 2nd quarter. Handelsbanken Fonder AB now owns 10,700 shares of the company’s stock valued at $2,381,000 after acquiring an additional 400 shares during the last quarter. Hennion & Walsh Asset Management Inc. purchased a new position in DaVita during the 2nd quarter valued at about $229,000. Polianta Ltd acquired a new position in DaVita during the second quarter worth about $2,069,000. Finally, Assenagon Asset Management S.A. raised its position in DaVita by 30.5% during the second quarter. Assenagon Asset Management S.A. now owns 44,783 shares of the company’s stock worth $9,963,000 after acquiring an additional 10,477 shares during the last quarter. Institutional investors and hedge funds own 90.12% of the company’s stock.

DaVita Price Performance

Shares of DVA stock opened at $188.59 on Thursday. The business’s fifty day moving average price is $218.97 and its 200 day moving average price is $175.94. DaVita has a 1-year low of $101.00 and a 1-year high of $247.49. The firm has a market capitalization of $12.11 billion, a PE ratio of 15.43, a P/E/G ratio of 0.75 and a beta of 0.88.

DaVita (NYSE:DVA) last released its earnings results on Tuesday, August 4th. The company reported $4.02 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 the consensus estimate of $3.50 billion. DaVita had a negative return on equity of 231.38% and a net margin of 6.05%.DaVita’s quarterly revenue was up 5.2% compared to the same quarter last year. During the same quarter last year, the company earned $2.95 earnings per share. DaVita has set its FY 2026 guidance at 14.100-15.200 EPS. Equities research analysts expect that DaVita will post 15.07 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.