Zacks Research Upgrades DaVita (NYSE:DVA) to Strong-Buy

DaVita (NYSE:DVA) was upgraded by investment analysts at Zacks Research from a “hold” rating to a “strong-buy” rating in a research report issued on Thursday,Zacks.com reports.

Several other research analysts have also weighed in on DVA. TD Cowen reissued a “hold” rating on shares of DaVita in a research report on Tuesday, February 3rd. Barclays upped their price target on DaVita from $158.00 to $194.00 and gave the company an “equal weight” rating in a research report on Thursday. Wall Street Zen upgraded shares of DaVita from a “hold” rating to a “buy” rating in a research note on Saturday, February 21st. UBS Group upped their price objective on shares of DaVita from $190.00 to $235.00 and gave the company a “buy” rating in a research note on Thursday. Finally, Truist Financial upped their price objective on shares of DaVita from $158.00 to $205.00 and gave the company a “hold” rating in a research note on Friday. One research analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Hold” and an average target price of $187.83.

DaVita Price Performance

DVA stock opened at $198.39 on Thursday. The firm has a market capitalization of $12.74 billion, a P/E ratio of 18.40, a P/E/G ratio of 0.64 and a beta of 0.84. DaVita has a 52-week low of $101.00 and a 52-week high of $199.27. The company’s 50 day simple moving average is $153.03 and its 200-day simple moving average is $132.70.

DaVita (NYSE:DVA) last posted its quarterly earnings results on Tuesday, May 5th. The company reported $2.87 earnings per share for the quarter, beating the consensus estimate of $2.33 by $0.54. The firm had revenue of $3.42 billion for the quarter, compared to analyst estimates of $3.36 billion. DaVita had a negative return on equity of 270.37% and a net margin of 5.65%.DaVita’s quarterly revenue was up 6.0% on a year-over-year basis. During the same period in the previous year, the firm earned $2.00 earnings per share. DaVita has set its FY 2026 guidance at 14.100-15.200 EPS. Sell-side analysts predict that DaVita will post 15.07 EPS for the current fiscal year.

Institutional Inflows and Outflows

Hedge funds have recently made changes to their positions in the stock. Kesler Norman & Wride LLC increased its holdings in shares of DaVita by 0.8% during the 1st quarter. Kesler Norman & Wride LLC now owns 6,816 shares of the company’s stock valued at $1,048,000 after acquiring an additional 55 shares during the last quarter. Gen Wealth Partners Inc increased its holdings in shares of DaVita by 10.0% during the 4th quarter. Gen Wealth Partners Inc now owns 880 shares of the company’s stock valued at $100,000 after acquiring an additional 80 shares during the last quarter. NewEdge Advisors LLC increased its holdings in shares of DaVita by 20.8% during the 1st quarter. NewEdge Advisors LLC now owns 511 shares of the company’s stock valued at $78,000 after acquiring an additional 88 shares during the last quarter. Orion Porfolio Solutions LLC increased its holdings in shares of DaVita by 4.4% during the 4th quarter. Orion Porfolio Solutions LLC now owns 2,360 shares of the company’s stock valued at $268,000 after acquiring an additional 99 shares during the last quarter. Finally, Root Financial Partners LLC increased its holdings in shares of DaVita by 128.0% during the 1st quarter. Root Financial Partners LLC now owns 187 shares of the company’s stock valued at $29,000 after acquiring an additional 105 shares during the last quarter. Institutional investors and hedge funds own 90.12% of the company’s stock.

DaVita News Roundup

Here are the key news stories impacting DaVita this week:

• Positive Sentiment: DaVita reported Q1 results that topped expectations, with adjusted EPS of $2.87 versus consensus near $2.33 and revenue of $3.42 billion above estimates. The company also lifted its 2026 EPS guidance, reinforcing confidence in the earnings outlook. DaVita (DVA) Is Up 27.6% After Boosting 2026 EPS Guidance On Strong Q1 Results
• Positive Sentiment: UBS raised its price target on DaVita to $235 from $190 and kept a Buy rating, signaling further upside potential after the post-earnings rally. UBS Group Issues Positive Forecast for DaVita (NYSE:DVA) Stock Price
• Positive Sentiment: Multiple Zacks articles highlighted DaVita as a Strong Buy value stock and pointed to improving earnings estimate revisions, which can attract momentum and value investors. Surging Earnings Estimates Signal Upside for DaVita HealthCare (DVA) Stock
• Positive Sentiment: Seeking Alpha said DaVita was upgraded to Buy after strong Q1 results, improved volumes, and a favorable valuation profile, supporting the case that the stock can continue to outperform. DaVita: Improved Volumes And Tech In Focus (Rating Upgrade)
• Neutral Sentiment: DaVita also announced participation in the BofA Securities 2026 Health Care Conference, which may keep the company in front of investors but is not a direct operating catalyst. DaVita Inc. to Participate in the BofA Securities 2026 Health Care Conference

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.