Invst LLC Acquires New Position in DaVita Inc. $DVA

Invst LLC acquired a new stake in shares of DaVita Inc. (NYSE:DVA) in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 5,564 shares of the company’s stock, valued at approximately $1,238,000.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. BlackRock Inc. bought a new position in shares of DaVita in the 2nd quarter valued at $547,520,000. Invesco Ltd. lifted its position in shares of DaVita by 2.0% during the 3rd quarter. Invesco Ltd. now owns 1,679,248 shares of the company’s stock worth $223,122,000 after buying an additional 32,358 shares during the last quarter. Morgan Stanley boosted its stake in DaVita by 5.1% in the fourth quarter. Morgan Stanley now owns 1,477,045 shares of the company’s stock valued at $167,807,000 after buying an additional 71,156 shares in the last quarter. Arrowstreet Capital Limited Partnership grew its position in DaVita by 114.9% in the fourth quarter. Arrowstreet Capital Limited Partnership now owns 1,190,000 shares of the company’s stock valued at $135,196,000 after acquiring an additional 636,191 shares during the last quarter. Finally, Dimensional Fund Advisors LP grew its position in DaVita by 5.2% in the first quarter. Dimensional Fund Advisors LP now owns 1,145,436 shares of the company’s stock valued at $176,037,000 after acquiring an additional 56,336 shares during the last quarter. 90.12% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of research firms have recently commented on DVA. Weiss Ratings raised shares of DaVita from a “hold (c+)” rating to a “buy (b-)” rating in a report on Wednesday, August 5th. TD Cowen upgraded shares of DaVita from a “hold” rating to a “buy” rating and upped their price objective for the stock from $201.00 to $220.00 in a research report on Friday, August 7th. Zacks Research downgraded shares of DaVita from a “strong-buy” rating to a “hold” rating in a research note on Monday, July 6th. UBS Group boosted their target price on shares of DaVita from $235.00 to $270.00 and gave the stock a “buy” rating in a research note on Friday, July 10th. Finally, Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and set a $265.00 price target on shares of DaVita in a report on Wednesday, August 5th. Four equities research analysts have rated the stock with a Buy rating, three have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus target price of $221.75.

Insider Activity

In related news, insider Kathleen Alyce Waters sold 15,405 shares of DaVita stock in a transaction that occurred on Monday, June 15th. The stock was sold at an average price of $208.40, for a total value of $3,210,402.00. Following the transaction, the insider directly owned 109,194 shares of the company’s stock, valued at $22,756,029.60. The trade was a 12.36% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. 1.90% of the stock is owned by company insiders.

DaVita Stock Performance

Shares of NYSE DVA opened at $177.84 on Wednesday. The firm has a 50 day moving average price of $213.68 and a two-hundred day moving average price of $182.58. The stock has a market cap of $11.35 billion, a P/E ratio of 14.55, a price-to-earnings-growth ratio of 0.59 and a beta of 0.88. DaVita Inc. has a 52-week low of $101.00 and a 52-week high of $247.49.

DaVita (NYSE:DVA) last issued its quarterly earnings data on Tuesday, August 4th. The company reported $4.02 earnings per share for the quarter, topping the consensus estimate of $3.88 by $0.14. The company had revenue of $3.55 billion for the quarter, compared to analysts’ expectations of $3.50 billion. DaVita had a net margin of 6.05% and a negative return on equity of 217.63%. DaVita’s revenue for the quarter was up 5.2% on a year-over-year basis. During the same quarter in the previous year, the firm posted $2.95 earnings per share. DaVita has set its FY 2026 guidance at 14.100-15.200 EPS. Analysts predict that DaVita Inc. will post 14.57 earnings per share for the current fiscal 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.