DaVita Inc. $DVA Shares Sold by Savant Capital LLC

Savant Capital LLC decreased its position in shares of DaVita Inc. (NYSE:DVA) by 48.4% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 4,640 shares of the company’s stock after selling 4,355 shares during the period. Savant Capital LLC’s holdings in DaVita were worth $527,000 at the end of the most recent quarter.

Other hedge funds have also recently bought and sold shares of the company. Todd Asset Management LLC acquired a new position in DaVita during the 3rd quarter worth about $21,842,000. Doma Perpetual Capital Management LLC lifted its stake in DaVita by 23.3% during the 3rd quarter. Doma Perpetual Capital Management LLC now owns 355,574 shares of the company’s stock worth $47,245,000 after acquiring an additional 67,214 shares in the last quarter. Intech Investment Management LLC lifted its stake in DaVita by 122.4% during the 3rd quarter. Intech Investment Management LLC now owns 27,441 shares of the company’s stock worth $3,646,000 after acquiring an additional 15,104 shares in the last quarter. Nordea Investment Management AB boosted its holdings in DaVita by 18.0% in the fourth quarter. Nordea Investment Management AB now owns 338,192 shares of the company’s stock valued at $38,321,000 after purchasing an additional 51,607 shares during the period. Finally, Munich Reinsurance Co Stock Corp in Munich purchased a new position in DaVita in the third quarter valued at $5,419,000. Institutional investors and hedge funds own 90.12% of the company’s stock.

Analyst Ratings Changes

A number of research analysts recently issued reports on DVA shares. UBS Group lifted their target price on DaVita from $190.00 to $235.00 and gave the company a “buy” rating in a report on Thursday, May 7th. Barclays lifted their target price on DaVita from $158.00 to $194.00 and gave the company an “equal weight” rating in a report on Thursday, May 7th. Zacks Research upgraded DaVita from a “hold” rating to a “strong-buy” rating in a report on Thursday, May 7th. TD Cowen lifted their target price on DaVita from $144.00 to $201.00 and gave the company a “hold” rating in a report on Monday, May 11th. Finally, Truist Financial lifted their target price on DaVita from $158.00 to $205.00 and gave the company a “hold” rating in a report on Friday, May 8th. One equities research analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus price target of $199.17.

DaVita Price Performance

Shares of NYSE DVA opened at $192.14 on Friday. The company has a market capitalization of $12.34 billion, a price-to-earnings ratio of 17.82, a price-to-earnings-growth ratio of 0.64 and a beta of 0.91. The business has a 50-day moving average of $170.73 and a two-hundred day moving average of $142.83. DaVita Inc. has a 1 year low of $101.00 and a 1 year high of $202.69.

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

Insider Transactions at DaVita

In other DaVita news, CFO Joel Ackerman sold 51,471 shares of DaVita stock in a transaction dated Thursday, May 7th. The stock was sold at an average price of $192.10, for a total transaction of $9,887,579.10. Following the completion of the sale, the chief financial officer directly owned 132,434 shares of the company’s stock, valued at $25,440,571.40. The trade was a 27.99% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. 1.50% of the stock is owned by company insiders.

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.