Glenmede Trust Co. NA Sells 3,636 Shares of DaVita Inc. $DVA

Glenmede Trust Co. NA reduced its stake in DaVita Inc. (NYSE:DVA) by 25.8% during the first quarter, HoldingsChannel.com reports. The firm owned 10,477 shares of the company’s stock after selling 3,636 shares during the quarter. Glenmede Trust Co. NA’s holdings in DaVita were worth $1,610,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently made changes to their positions in the stock. Root Financial Partners LLC increased its position in DaVita by 128.0% during the 1st quarter. Root Financial Partners LLC now owns 187 shares of the company’s stock valued at $29,000 after buying an additional 105 shares in the last quarter. Caitlin John LLC bought a new stake in DaVita in the fourth quarter worth $34,000. Sankala Group LLC purchased a new stake in shares of DaVita in the fourth quarter worth $39,000. Canada Pension Plan Investment Board bought a new position in shares of DaVita during the second quarter valued at $43,000. Finally, Kestra Advisory Services LLC purchased a new position in shares of DaVita in the 4th quarter worth about $45,000. Hedge funds and other institutional investors own 90.12% of the company’s stock.

Insider Buying and Selling

In other DaVita news, insider Kathleen Alyce Waters sold 15,405 shares of the business’s stock in a transaction on Monday, June 15th. The shares were sold at an average price of $208.40, for a total transaction of $3,210,402.00. Following the completion of the sale, 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 position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Company insiders own 1.90% of the company’s stock.

Trending Headlines about DaVita

Here are the key news stories impacting DaVita this week:

• Positive Sentiment: DaVita reported adjusted EPS of $4.02, above the roughly $3.88–$4.01 consensus range, while revenue reached $3.554 billion versus expectations near $3.50 billion. EPS increased from $2.95 a year earlier, and revenue grew 5.2% year over year. DaVita Inc. 2nd Quarter 2026 Results
• Positive Sentiment: Management highlighted clinical-led treatment-volume growth, mortality-related volume gains and broader access to “middle molecule” therapies. Adjusted operating income was $579 million and free cash flow was $256 million, supporting continued investment and share repurchases. DVA Q2 Earnings Call Centers on Clinical-Led Volume Growth
• Positive Sentiment: Barclays raised its price target from $218 to $224, implying meaningful potential recovery from recent trading levels, although it retained an “equal weight” rating. Barclays price target report
• Neutral Sentiment: Options activity was unusually high, with traders buying 9,484 call contracts—564% above average. This may reflect bullish positioning or hedging, but it does not establish a clear direction for the stock.
• Negative Sentiment: U.S. dialysis revenue per treatment fell to $415.87 from $417.59 in the prior quarter because of payer-mix changes and normal fluctuations. A weaker commercial mix and reimbursement pressure are raising concerns about profitability. DaVita Stock Down Despite Q2 Earnings Beat
• Negative Sentiment: DaVita reaffirmed, rather than raised, its FY 2026 adjusted EPS outlook of $14.10–$15.20, adjusted operating income guidance of $2.15–$2.25 billion and free-cash-flow forecast of $1.0–$1.25 billion. Investors may have expected an upward revision after the first-quarter increase.
• Negative Sentiment: Higher general and administrative expense, which rose to $331 million from $320 million sequentially, and concerns about narrowing margins further weakened the market’s reaction to otherwise solid results.

DaVita Stock Performance

NYSE DVA opened at $188.59 on Thursday. DaVita Inc. has a one year low of $101.00 and a one year high of $247.49. The stock has a 50-day moving average of $218.97 and a 200 day moving average of $175.94. The company has a market capitalization of $12.11 billion, a price-to-earnings ratio of 15.43, a PEG ratio of 0.75 and a beta of 0.88.

DaVita (NYSE:DVA) last announced its quarterly earnings results on Tuesday, August 4th. The company reported $4.02 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.88 by $0.14. DaVita had a net margin of 6.05% and a negative return on equity of 231.38%. The firm had revenue of $3.55 billion for the quarter, compared to the consensus estimate of $3.50 billion. During the same quarter last year, the firm posted $2.95 EPS. The business’s quarterly revenue was up 5.2% compared to the same quarter last year. DaVita has set its FY 2026 guidance at 14.100-15.200 EPS. On average, equities analysts predict that DaVita Inc. will post 15.07 earnings per share for the current fiscal year.

Analyst Ratings Changes

Several analysts recently commented on the stock. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $265.00 price objective on shares of DaVita in a research report on Wednesday. TD Cowen lifted their target price on shares of DaVita from $144.00 to $201.00 and gave the stock a “hold” rating in a report on Monday, May 11th. UBS Group increased their price target on shares of DaVita from $235.00 to $270.00 and gave the company a “buy” rating in a report on Friday, July 10th. Barclays raised their price target on shares of DaVita from $218.00 to $224.00 and gave the company an “equal weight” rating in a research report on Wednesday. Finally, Weiss Ratings restated a “hold (c+)” rating on shares of DaVita in a report on Monday, June 8th. Two research analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, DaVita presently has a consensus rating of “Hold” and an average price target of $225.00.

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.