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

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

A number of other equities research analysts have also weighed in on the stock. Truist Financial set a $158.00 target price on shares of DaVita in a report on Thursday. UBS Group lifted their price target on shares of DaVita from $186.00 to $190.00 and gave the stock a “buy” rating in a report on Wednesday. Barclays increased their price objective on DaVita from $143.00 to $158.00 and gave the company an “equal weight” rating in a report on Tuesday. Wall Street Zen downgraded DaVita from a “buy” rating to a “hold” rating in a report on Saturday, October 11th. Finally, TD Cowen reiterated a “hold” rating on shares of DaVita in a research report on Tuesday. One research analyst has rated the stock with a Strong Buy rating, one has issued a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average target price of $160.50.

DaVita Stock Up 5.2%

Shares of DVA stock opened at $149.42 on Wednesday. DaVita has a twelve month low of $101.00 and a twelve month high of $178.38. The stock’s fifty day simple moving average is $114.70 and its 200 day simple moving average is $125.11. The firm has a market capitalization of $10.55 billion, a P/E ratio of 15.08, a P/E/G ratio of 0.50 and a beta of 0.99.

DaVita (NYSE:DVA) last announced its quarterly earnings results on Monday, February 2nd. The company reported $3.40 EPS for the quarter, beating analysts’ consensus estimates of $3.24 by $0.16. The firm had revenue of $3.62 billion for the quarter, compared to analyst estimates of $3.51 billion. DaVita had a negative return on equity of 413.18% and a net margin of 5.47%.The business’s revenue for the quarter was up 9.9% on a year-over-year basis. During the same period last year, the firm posted $2.24 earnings per share. DaVita has set its FY 2026 guidance at 13.600-15.00 EPS. As a group, equities research analysts expect that DaVita will post 10.76 EPS for the current fiscal year.

Institutional Trading of DaVita

Institutional investors have recently bought and sold shares of the company. Invesco Ltd. lifted its stake in shares of DaVita by 2.0% in the 3rd quarter. Invesco Ltd. now owns 1,679,248 shares of the company’s stock valued at $223,122,000 after purchasing an additional 32,358 shares during the period. Dimensional Fund Advisors LP grew its stake in DaVita by 8.8% during the third quarter. Dimensional Fund Advisors LP now owns 1,085,593 shares of the company’s stock worth $144,230,000 after purchasing an additional 88,061 shares during the period. Arrowstreet Capital Limited Partnership increased its holdings in DaVita by 109.7% in the third quarter. Arrowstreet Capital Limited Partnership now owns 553,809 shares of the company’s stock worth $73,585,000 after purchasing an additional 289,725 shares in the last quarter. Neuberger Berman Group LLC lifted its stake in DaVita by 138.5% in the third quarter. Neuberger Berman Group LLC now owns 463,250 shares of the company’s stock valued at $61,502,000 after buying an additional 269,015 shares during the period. Finally, KBC Group NV boosted its holdings in shares of DaVita by 16.3% during the 4th quarter. KBC Group NV now owns 434,211 shares of the company’s stock worth $49,331,000 after buying an additional 60,910 shares in the last quarter. Institutional investors own 90.12% of the company’s stock.

More DaVita News

Here are the key news stories impacting DaVita this week:

• Positive Sentiment: Q1 earnings beat and revenue beat drove the immediate market move; street coverage says the results and management commentary explain the gap‑up. DaVita (NYSE:DVA) Shares Gap Up After Strong Earnings
• Positive Sentiment: News summaries and market stories point to the same drivers (earnings, guidance and volume) as the reason the stock is “rocketing” higher. Why Is DaVita (DVA) Stock Rocketing Higher Today
• Positive Sentiment: Transcript coverage of the Q1 call provides detail on results and FY guidance (management set FY2026 EPS guidance), reinforcing investor confidence in cash flow and earnings trajectory. DaVita (DVA) Q1 2025 Earnings Call Transcript
• Positive Sentiment: Value-oriented outlets (Zacks) are highlighting DVA as a long‑term value idea and discussing the stock in the context of earnings-estimate strength, supporting greater retail/institutional interest. Why DaVita HealthCare (DVA) is a Top Value Stock for the Long-Term
• Positive Sentiment: Additional Zacks coverage frames DVA as attractive to value investors based on earnings revisions and style scores, which can drive further interest from that investor cohort. Should Value Investors Buy DaVita (DVA) Stock?
• Positive Sentiment: DVA is being featured in thematic/retirement stock lists (Buffett‑style picks), which can lift retail demand and perception of DVA as a long‑term holding. 3 Warren Buffett-Style Stocks for a Golden Retirement
• Neutral Sentiment: Industry/strategic news: an item on Elara Caring and Ares’ backing mentions DaVita in the kidney care ecosystem — relevant to strategic positioning but not an immediate earnings catalyst. Elara Caring Backed By Ares’ Private Equity Group, Kidney Care Provider DaVita
• Neutral Sentiment: Context pieces exploring DVA within the DJIA healthcare space provide useful comparative data but are informational rather than near‑term catalysts. Explore DaVita Within Dow Jones Industrial Average Healthcare Space
• Negative Sentiment: Several analysts are mixed on DVA’s outlook; divergent analyst views could cap upside if estimates or sentiment turn less favorable. Analysts’ Opinions Are Mixed on These Healthcare Stocks: Boston Scientific (BSX) and DaVita (DVA)

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.