DaVita Inc.

DaVita Inc.

DVAยทNYSE

$195.03

+3.8%
HealthcareMedical - Care Facilities

DaVita Inc. provides kidney dialysis services for patients suffering from chronic kidney failure. The company operates kidney dialysis centers and provides related lab services in outpatient dialysis centers. It also provides outpatient, hospital inpatient, and home-based hemodialysis services; owns clinical laboratories that provide routine laboratory tests for dialysis and other physician-prescribed laboratory tests for ESRD patients; and management and administrative services to outpatient dialysis centers. In addition, the company provides disease management services to 16,000 patients in risk-based integrated care arrangements and 7,000 patients in other integrated care arrangements; vascular access services; clinical research programs; physician services; and comprehensive kidney care services. As of December 31, 2021, it provided dialysis and administrative services in the United States through a network of 2,815 outpatient dialysis centers serving approximately 203,100 patients; and operated 339 outpatient dialysis centers located in 10 countries outside of the United States serving approximately 39,900 patients. Further, the company provides acute inpatient dialysis services in approximately 850 hospitals and related laboratory services in the United States. The company was formerly known as DaVita HealthCare Partners Inc. and changed its name to DaVita Inc. in September 2016. DaVita Inc. was incorporated in 1994 and is headquartered in Denver, Colorado.

At a Glance

Live Snapshot
Market Cap$12.52B
EPS9.7200
P/E Ratio20.06
Earnings Date08/04/2026
dva

DaVita Inc. Street Expectations Map

DVA ยท NYSE

Wall Street analysts project that DVA stock may experience modest gains over the coming 12 months. The consensus 1-year price target stands at 202.25, with estimates ranging from a low of 190.00 to a high of 220.00.

Lowest Target
190.00
-2.58%
Consensus Target
202.25
3.70%
Highest Target
220.00
12.80%

The consensus 1-year price target stands at 202.25, with estimates ranging from a low of 190.00 to a high of 220.00.

Analyst Consensus Analysis

Upside Potential

+3.7%

Fair value territory. Stock trading near consensus target suggests limited near-term catalysts. Focus on fundamental developments.

Analyst Agreement

14.8% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Risk-Reward Profile

4.96x

Favorable risk-reward. Potential upside significantly exceeds downside risk, offering asymmetric return profile attractive for risk-tolerant investors.

Analyst Conviction

Moderate

Neutral sentiment. Fair value pricing with moderate agreement suggests wait-and-see approach or catalyst-driven opportunity.

Market Sentiment Insight

Efficient pricing: Stock trading at fair value with strong consensus suggests market has priced in expectations. Look for fundamental inflection points or new catalysts to drive meaningful moves.

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DaVita Inc. Forward Estimates of Revenue

DVA ยท NYSE
Latest Revenue
13.64B
FY 2025
Avg Estimate
13.95B
FY 2026
Estimate Range
13.91B - 13.99B
Analyst Spread

Forward Growth Analysis

Projected Growth+2.2%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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DaVita Inc. Forward Estimates of Net Income

DVA ยท NYSE
Latest Net Income
746.80M
FY 2025
Avg Estimate
1.13B
FY 2026
Estimate Range
1.09B - 1.17B
Analyst Spread

Forward Growth Analysis

Projected Growth+51.2%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread8%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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DaVita Inc. Forward Estimates of EPS

DVA ยท NYSE
Latest EPS
9.72
FY 2025
Avg Estimate
$12.80
FY 2026
Estimate Range
$12.44 - $13.43
Analyst Spread

Forward Growth Analysis

Projected Growth+31.6%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread8%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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DaVita Inc. Forward Estimates of EBIT

DVA ยท NYSE
Latest EBIT
1.93B
FY 2025
Avg Estimate
1.94B
FY 2026
Estimate Range
1.93B - 1.95B
Analyst Spread

Forward Growth Analysis

Projected Growth+0.7%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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DaVita Inc. Forward Estimates of EBITDA

DVA ยท NYSE
Latest EBITDA
2.64B
FY 2025
Avg Estimate
2.76B
FY 2026
Estimate Range
2.75B - 2.77B
Analyst Spread

Forward Growth Analysis

Projected Growth+4.5%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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DaVita Inc. Forward Estimates of SG&A Expense

DVA ยท NYSE
Latest SG&A Expense
1.67B
FY 2025
Avg Estimate
1.59B
FY 2026
Estimate Range
1.58B - 1.59B
Analyst Spread

Forward Growth Analysis

Projected Growth-5.2%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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DaVita Inc. Insider Positioning

DVA ยท NYSE

During the last 12 months, insiders have sold $684.80M worth of DVA shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

1.3M

200.13M

Net Activity

-200.1M

-$200.13M

3-6 Months

Bought

0

0.00

Sold

1.7M

199.94M

Net Activity

-199.9M

-$199.94M

6-9 Months

Bought

0

0.00

Sold

401.5K

54.35M

Net Activity

-54.3M

-$54.35M

9-12 Months

Bought

0

0.00

Sold

1.6M

230.38M

Net Activity

-230.4M

-$230.38M

Top Buyers

No buying activity

Top Sellers

1
BHI

Berkshire Hathaway Inc

10 Percent Owner

4.9M sharesโ€ข4 transactions

$667.18M

2
AJ

Ackerman Joel

Officer: Cfo And Treasurer

51.5K sharesโ€ข1 transactions

$9.89M

3
MDP

Maughan David Paul

Officer: Chief Operating Officer, Dkc

20.5K sharesโ€ข2 transactions

$4.09M

4
HJO

Hearty James O

Officer: Chief Compliance Officer

19.5K sharesโ€ข3 transactions

$3.64M

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $684.80M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$200.13M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

4 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.