DaVita Inc. $DVA Shares Purchased by PFG Investments LLC

PFG Investments LLC lifted its holdings in DaVita Inc. (NYSE:DVA) by 260.5% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 10,780 shares of the company’s stock after acquiring an additional 7,790 shares during the period. PFG Investments LLC’s holdings in DaVita were worth $1,657,000 as of its most recent SEC filing.

Several other hedge funds have also modified their holdings of the stock. Gen Wealth Partners Inc increased its stake in DaVita by 10.0% during the 4th quarter. Gen Wealth Partners Inc now owns 880 shares of the company’s stock worth $100,000 after buying an additional 80 shares during the period. NewEdge Advisors LLC lifted its stake in DaVita by 20.8% during the first quarter. NewEdge Advisors LLC now owns 511 shares of the company’s stock worth $78,000 after purchasing an additional 88 shares during the last quarter. Orion Porfolio Solutions LLC grew its position 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 buying an additional 99 shares during the last quarter. Root Financial Partners LLC grew its holdings in shares of DaVita by 128.0% during the first quarter. Root Financial Partners LLC now owns 187 shares of the company’s stock valued at $29,000 after purchasing an additional 105 shares during the last quarter. Finally, Bank of Nova Scotia increased its position in DaVita by 2.5% in the third quarter. Bank of Nova Scotia now owns 4,933 shares of the company’s stock worth $655,000 after buying an additional 120 shares during the period. 90.12% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

DVA has been the topic of several analyst reports. Deutsche Bank Aktiengesellschaft upgraded shares of DaVita from a “hold” rating to a “buy” rating and raised their price target for the company from $126.00 to $220.00 in a research note on Wednesday, May 6th. Barclays raised their price objective on shares of DaVita from $158.00 to $194.00 and gave the company an “equal weight” rating in a research report on Thursday, May 7th. Weiss Ratings restated a “hold (c+)” rating on shares of DaVita in a report on Monday, June 8th. Zacks Research upgraded DaVita from a “hold” rating to a “strong-buy” rating in a research report on Thursday, May 7th. Finally, Truist Financial boosted their price objective on DaVita from $158.00 to $205.00 and gave the stock a “hold” rating in a report on Friday, May 8th. One 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 given a Sell rating to the stock. According to MarketBeat.com, the stock has an average rating of “Hold” and a consensus price target of $199.17.

Key Stories Impacting DaVita

Here are the key news stories impacting DaVita this week:

• Positive Sentiment: DaVita was added to Zacks’ list of top growth stocks and a “Strong Buy” group for July 2, suggesting improving momentum and favorable earnings estimate trends. Best Growth Stocks to Buy for July 2nd
• Positive Sentiment: Unusual options activity showed a large spike in call buying, which can signal that traders expect more upside in the near term.
• Positive Sentiment: DaVita expanded its integrated kidney care platform with AI tools for dialysis care, a development that could improve care efficiency and strengthen its long-term growth story. DaVita (DVA) Expands Integrated Kidney Care With AI Tools For Dialysis Care
• Positive Sentiment: DaVita was also highlighted by Zacks as one of five non-AI S&P 500 stocks that surged more than 30% in the first half of 2026 and still have momentum heading into the second half. Top 5 Non-AI S&P 500 Stock Picks for 2H 2026 That Have Surged in 1H
• Neutral Sentiment: Some valuation-focused commentary cautioned that while the stock has performed strongly, it may be considered overvalued based on GF Value measures. DaVita Inc (DVA) Stock Up 3.0% but GF Value Says Overvalued — GF Score: 88/100

DaVita Trading Down 0.1%

NYSE:DVA opened at $234.79 on Friday. The business’s fifty day moving average price is $196.44 and its 200 day moving average price is $156.31. The firm has a market capitalization of $15.07 billion, a price-to-earnings ratio of 21.78, a PEG ratio of 0.77 and a beta of 0.88. DaVita Inc. has a 1-year low of $101.00 and a 1-year high of $236.51.

DaVita (NYSE:DVA) last announced its quarterly earnings data on Tuesday, May 5th. The company reported $2.87 EPS for the quarter, topping analysts’ consensus estimates of $2.33 by $0.54. The firm had revenue of $3.42 billion during 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%.The business’s quarterly revenue was up 6.0% compared to the same quarter last year. During the same period last year, the company posted $2.00 EPS. DaVita has set its FY 2026 guidance at 14.100-15.200 EPS. Equities analysts forecast that DaVita Inc. will post 15.07 earnings per share for the current year.

Insider Buying and Selling

In other DaVita news, CFO Joel Ackerman sold 51,471 shares of the business’s stock in a transaction dated Thursday, May 7th. The stock was sold at an average price of $192.10, for a total value of $9,887,579.10. Following the transaction, the chief financial officer owned 132,434 shares in the company, valued at $25,440,571.40. The trade was a 27.99% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, insider Kathleen Alyce Waters sold 15,405 shares of the company’s stock in a transaction dated Monday, June 15th. The stock was sold at an average price of $208.40, for a total value of $3,210,402.00. Following the completion of the transaction, the insider directly owned 109,194 shares in the company, valued at approximately $22,756,029.60. The trade was a 12.36% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 1.50% of the stock is owned by corporate 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.