DaVita (NYSE:DVA) Issues FY 2026 Earnings Guidance

DaVita (NYSE:DVA) updated its FY 2026 earnings guidance on Monday. The company provided earnings per share (EPS) guidance of 13.600-15.00 for the period, compared to the consensus estimate of 12.800. The company issued revenue guidance of -.

DaVita Trading Up 21.0%

Shares of NYSE DVA opened at $134.55 on Wednesday. DaVita has a 1 year low of $101.00 and a 1 year high of $178.47. The firm’s 50-day moving average is $113.69 and its 200-day moving average is $124.82. The firm has a market capitalization of $9.50 billion, a PE ratio of 13.58, a price-to-earnings-growth ratio of 0.68 and a beta of 0.99.

DaVita (NYSE:DVA) last announced its quarterly earnings data on Monday, February 2nd. The company reported $3.40 earnings per share for the quarter, beating the consensus estimate of $3.24 by $0.16. The business had revenue of $3.62 billion for the quarter, compared to analyst estimates of $3.51 billion. DaVita had a net margin of 5.47% and a negative return on equity of 586.45%. DaVita’s revenue was up 9.9% compared to the same quarter last year. During the same period in the prior year, the business 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 anticipate that DaVita will post 10.76 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

A number of analysts recently weighed in on DVA shares. Barclays increased their price target on shares of DaVita from $143.00 to $158.00 and gave the company an “equal weight” rating in a research report on Tuesday. Zacks Research raised shares of DaVita from a “strong sell” rating to a “hold” rating in a research report on Friday, November 28th. Wall Street Zen cut shares of DaVita from a “buy” rating to a “hold” rating in a research report on Saturday, October 11th. UBS Group reiterated a “buy” rating on shares of DaVita in a report on Wednesday. Finally, TD Cowen restated a “hold” rating on shares of DaVita in a report on Tuesday. One investment analyst has rated the stock with a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, DaVita currently has a consensus rating of “Hold” and an average target price of $148.60.

Key Headlines Impacting DaVita

Here are the key news stories impacting DaVita this week:

• Positive Sentiment: Q4 beat — DaVita reported Q4 revenue of ~$3.62B and EPS above estimates, with margins expanding and full‑year adjusted EPS guidance raised materially above consensus, supporting a more bullish near‑term outlook. DaVita Stock Up Following Q4 Earnings & Revenue Beat, Margins Expand
• Positive Sentiment: Raised guidance — Management set FY‑2026 EPS guidance of $13.60–$15.00, above the Street, citing steady dialysis demand; that forward guidance was a key catalyst for the stock’s rally. DaVita forecasts 2026 profit above estimates on steady dialysis service demand
• Positive Sentiment: After‑hours flow and market reaction — Major outlets reported strong after‑hours buying and a sizable volume spike as investors repositioned around the beats and higher guidance. Stocks making the biggest moves after hours: Palantir, NXP Semiconductors, DaVita and more
• Neutral Sentiment: Management commentary & call — The company’s press release and earnings call described execution vs targets and patient demand trends; read the transcript/press release for management’s assumptions driving the guidance. DaVita Inc. 4th Quarter 2025 Results
• Neutral Sentiment: Analyst context — Recent price targets cluster near the low‑to‑mid $100s–$140s range (median ~$140), so the new guidance will force analysts to re‑rate estimates and targets in coming days. DaVita Inc. Releases Q4 2025 Earnings
• Negative Sentiment: Volatility & risk factors — Market commentary warns that reimbursement, regulatory changes and execution risks could keep the stock volatile despite the beat; investors should expect swings. DaVita: Some Success Is Possible, But Volatility Is Still Heavy
• Negative Sentiment: Some financials to watch — While EPS and revenue improved, third‑party summaries show cash & cash equivalents declined and liabilities rose year‑over‑year; monitor margin sustainability and cash/leveraging metrics. DaVita Inc. Releases Q4 2025 Earnings (financial highlights)

Institutional Trading of DaVita

A number of institutional investors have recently made changes to their positions in DVA. Canada Pension Plan Investment Board acquired a new stake in DaVita during the 2nd quarter valued at $43,000. iSAM Funds UK Ltd acquired a new stake in shares of DaVita during the 3rd quarter worth about $46,000. NewEdge Advisors LLC boosted its holdings in shares of DaVita by 20.8% during the 1st quarter. NewEdge Advisors LLC now owns 511 shares of the company’s stock worth $78,000 after buying an additional 88 shares during the period. Advisory Services Network LLC acquired a new position in DaVita in the 3rd quarter valued at about $115,000. Finally, Kestra Private Wealth Services LLC bought a new position in DaVita in the 3rd quarter valued at about $203,000. Institutional investors own 90.12% of the company’s stock.

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.