SG Americas Securities LLC Increases Stake in DaVita Inc. $DVA

SG Americas Securities LLC raised its stake in DaVita Inc. (NYSE:DVA) by 271.7% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 166,684 shares of the company’s stock after acquiring an additional 121,840 shares during the quarter. SG Americas Securities LLC owned approximately 0.24% of DaVita worth $18,937,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also made changes to their positions in the company. NewEdge Advisors LLC lifted its stake in shares of DaVita by 20.8% in the 1st quarter. NewEdge Advisors LLC now owns 511 shares of the company’s stock valued at $78,000 after purchasing an additional 88 shares during the period. Goldman Sachs Group Inc. grew its position in DaVita by 19.1% during the first quarter. Goldman Sachs Group Inc. now owns 179,140 shares of the company’s stock valued at $27,403,000 after buying an additional 28,739 shares during the period. Creative Planning increased its holdings in DaVita by 11.6% in the second quarter. Creative Planning now owns 8,736 shares of the company’s stock valued at $1,244,000 after buying an additional 907 shares in the last quarter. MAI Capital Management raised its position in shares of DaVita by 23.4% in the second quarter. MAI Capital Management now owns 438 shares of the company’s stock worth $62,000 after acquiring an additional 83 shares during the period. Finally, Rhumbline Advisers raised its position in shares of DaVita by 0.4% in the second quarter. Rhumbline Advisers now owns 139,624 shares of the company’s stock worth $19,889,000 after acquiring an additional 500 shares during the period. Institutional investors and hedge funds own 90.12% of the company’s stock.

Wall Street Analysts Forecast Growth

DVA has been the topic of a number of analyst reports. Truist Financial set a $158.00 target price on DaVita in a research report on Thursday, February 5th. Zacks Research upgraded DaVita from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, February 4th. Barclays raised their price objective on DaVita from $143.00 to $158.00 and gave the company an “equal weight” rating in a report on Tuesday, February 3rd. TD Cowen restated a “hold” rating on shares of DaVita in a research report on Tuesday, February 3rd. Finally, Wall Street Zen upgraded DaVita from a “hold” rating to a “buy” rating in a research report on Saturday, February 21st. One investment analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating, four have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, DaVita has a consensus rating of “Hold” and an average target price of $155.80.

DaVita Price Performance

NYSE DVA opened at $154.43 on Friday. The stock’s 50 day simple moving average is $140.32 and its 200-day simple moving average is $128.21. The company has a market cap of $10.32 billion, a PE ratio of 15.58, a price-to-earnings-growth ratio of 0.55 and a beta of 0.94. DaVita Inc. has a 1-year low of $101.00 and a 1-year high of $159.42.

DaVita (NYSE:DVA) last issued its quarterly earnings results on Monday, February 2nd. The company reported $3.40 EPS for the quarter, topping the consensus estimate of $3.24 by $0.16. DaVita had a negative return on equity of 413.18% and a net margin of 5.47%.The firm had revenue of $3.62 billion during the quarter, compared to analysts’ expectations of $3.51 billion. During the same period in the previous year, the business earned $2.24 earnings per share. The firm’s revenue for the quarter was up 9.9% on a year-over-year basis. DaVita has set its FY 2026 guidance at 13.600-15.00 EPS. On average, equities research analysts anticipate that DaVita Inc. will post 10.76 EPS 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.