DaVita (NYSE:DVA) Issues FY 2026 Earnings Guidance

DaVita (NYSE:DVA) updated its FY 2026 earnings guidance on Tuesday morning. The company provided earnings per share (EPS) guidance of 14.100-15.200 for the period, compared to the consensus earnings per share estimate of 14.850. The company issued revenue guidance of -.

DaVita Stock Down 2.4%

DVA stock traded down $5.51 during trading on Tuesday, hitting $228.17. The company had a trading volume of 2,604,633 shares, compared to its average volume of 941,680. The firm has a 50-day moving average price of $218.46 and a 200-day moving average price of $174.48. DaVita has a 12 month low of $101.00 and a 12 month high of $247.49. The stock has a market cap of $14.65 billion, a price-to-earnings ratio of 21.17, a PEG ratio of 0.79 and a beta of 0.88.

DaVita (NYSE:DVA) last announced its quarterly earnings data on Tuesday, August 4th. The company reported $4.02 EPS for the quarter, beating analysts’ consensus estimates of $3.88 by $0.14. The firm had revenue of $3.55 billion for the quarter, compared to analyst estimates of $3.50 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 5.2% compared to the same quarter last year. During the same period last year, the company earned $2.95 EPS. DaVita has set its FY 2026 guidance at 14.100-15.200 EPS. Equities analysts expect that DaVita will post 15.07 EPS for the current year.

Wall Street Analyst Weigh In

A number of analysts recently commented on DVA shares. Zacks Research lowered DaVita from a “strong-buy” rating to a “hold” rating in a research report on Monday, July 6th. UBS Group upped their target price on shares of DaVita from $235.00 to $270.00 and gave the company a “buy” rating in a research report on Friday, July 10th. Barclays raised their target price on shares of DaVita from $194.00 to $218.00 and gave the company an “equal weight” rating in a research note on Wednesday, July 8th. Deutsche Bank Aktiengesellschaft raised shares of DaVita from a “hold” rating to a “buy” rating and boosted their price target for the stock from $126.00 to $220.00 in a research note on Wednesday, May 6th. Finally, Weiss Ratings restated a “hold (c+)” rating on shares of DaVita in a report on Monday, June 8th. Two analysts have rated the stock with a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company presently has an average rating of “Hold” and a consensus target price of $216.50.

Insiders Place Their Bets

In other DaVita news, insider Kathleen Alyce Waters sold 15,405 shares of the firm’s stock in a transaction dated Monday, June 15th. The stock was sold at an average price of $208.40, for a total transaction of $3,210,402.00. Following the transaction, the insider owned 109,194 shares in the company, valued at approximately $22,756,029.60. This trade represents a 12.36% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, 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 of the company’s stock, valued at $25,440,571.40. The trade was a 27.99% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 1.90% of the stock is owned by insiders.

Key DaVita News

Here are the key news stories impacting DaVita this week:

• Positive Sentiment: DaVita reported second-quarter revenue of $3.554 billion and adjusted diluted earnings of $4.02 per share, exceeding consensus estimates of approximately $3.50 billion and $3.88–$4.01 per share, respectively. Earnings increased from $2.95 per share a year earlier. DaVita earnings report
• Positive Sentiment: Operating income reached $579 million, while management cited continued financial progress, patient-outcome improvements and ongoing investment in dialysis innovation. The company also continued aggressive share repurchases, which could support per-share results. DaVita second-quarter 2026 results
• Neutral Sentiment: DaVita maintained its 2026 adjusted EPS guidance of $14.10 to $15.20, adjusted operating income guidance of $2.15 billion to $2.25 billion and free-cash-flow outlook of $1.0 billion to $1.25 billion. While the range remains above some analyst targets, the lack of an upward revision was viewed as insufficient by investors. DaVita outlook analysis
• Negative Sentiment: U.S. dialysis revenue per treatment declined to $415.87 from $417.59 in the prior quarter because of payer-mix changes and normal fluctuations. General and administrative expense also increased to $331 million from $320 million, raising concerns about near-term margin pressure. DaVita quarterly analysis
• Negative Sentiment: Recent trading data showed no insider purchases and several insider sales, including sales by CEO Javier Rodriguez, while Berkshire Hathaway reduced its position. These transactions may have added to investor caution, although they are not necessarily tied to the quarterly results.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently bought and sold shares of DVA. Atlas Capital Advisors Inc. bought a new stake in shares of DaVita during the fourth quarter worth $139,000. Smartleaf Asset Management LLC lifted its position in DaVita by 66.6% in the 4th quarter. Smartleaf Asset Management LLC now owns 753 shares of the company’s stock valued at $86,000 after acquiring an additional 301 shares in the last quarter. Gen Wealth Partners Inc lifted its position in DaVita by 10.0% in the 4th quarter. Gen Wealth Partners Inc now owns 880 shares of the company’s stock valued at $100,000 after acquiring an additional 80 shares in the last quarter. Zions Bancorporation National Association UT boosted its stake in DaVita by 533.1% in the 4th quarter. Zions Bancorporation National Association UT now owns 1,032 shares of the company’s stock worth $117,000 after purchasing an additional 869 shares during the period. Finally, Advisory Services Network LLC bought a new position in DaVita during the 3rd quarter worth about $115,000. Institutional investors own 90.12% of the company’s stock.

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.