151.90 USD
+4.88
3.32%
At close Mar 10, 4:00 PM EDT
Pre-market
151.90
+0.00
0.00%
1 day
3.32%
5 days
7.08%
1 month
-12.46%
3 months
-1.24%
6 months
-1.07%
Year to date
1.39%
1 year
11.84%
5 years
95.45%
10 years
94.49%
 

About: DaVita is the largest provider of dialysis services in the United States, boasting market share that eclipses 35% when measured by both patients and clinics. The firm operates over 3,000 facilities worldwide, mostly in the U.S., and treats over 240,000 patients globally each year. Government payers dominate U.S. dialysis reimbursement. DaVita receives about two thirds of U.S. sales at government (primarily Medicare) reimbursement rates, with the remainder coming from commercial insurers. However, while commercial insurers represented only about 10% of the U.S. patients treated, they represent nearly all of the profits generated by DaVita in the U.S. dialysis business.

Employees: 70,000

0
Funds holding %
of 7,363 funds
Analysts bullish %

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

25% more funds holding in top 10

Funds holding in top 10: 4 [Q3] → 5 (+1) [Q4]

1% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 79

2% less funds holding

Funds holding: 591 [Q3] → 581 (-10) [Q4]

1.8% less ownership

Funds ownership: 85.31% [Q3] → 83.51% (-1.8%) [Q4]

10% less capital invested

Capital invested by funds: $12.2B [Q3] → $11B (-$1.28B) [Q4]

31% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 241

73% less call options, than puts

Call options by funds: $149M | Put options by funds: $555M

Research analyst outlook

1 Wall Street Analyst provided 1 year price targets over the past 3 months

Low target
$169
11%
upside
Avg. target
$169
11%
upside
High target
$169
11%
upside

1 analyst rating

positive
0%
neutral
100%
negative
0%
Barclays
Andrew Mok
28% 1-year accuracy
16 / 58 met price target
11%upside
$169
Equal-Weight
Maintained
18 Feb 2025

Financial journalist opinion

Based on 14 articles about DVA published over the past 30 days

Neutral
PRNewsWire
4 days ago
DaVita Inc. to Participate in the Barclays Global Healthcare Conference 2025
DENVER , March 6, 2025 /PRNewswire/ -- DaVita Inc. (NYSE: DVA) today announced that its chief financial officer, Joel Ackerman, and its group vice president of investor relations, Nic Eliason, will participate in a fireside chat with investors at the Barclays Global Healthcare Conference 2025 on Tuesday, March 11, 2025, at 9:00 a.m. EDT. To view the live webcast, visit the Barclays page and create a free registration.
DaVita Inc. to Participate in the Barclays Global Healthcare Conference 2025
Neutral
GlobeNewsWire
1 week ago
YMCA of the USA Deepens Collaboration with DaVita to Drive Kidney Health Initiatives in Seven Communities
CHICAGO and DENVER, Feb. 27, 2025 (GLOBE NEWSWIRE) -- YMCA of the USA (Y-USA), the national resource office for the 2,600+ YMCAs across the country, is excited to expand its collaboration with DaVita, a leading provider of comprehensive kidney care, to advance chronic disease education and prevention for individuals and their families who are either managing or at risk for chronic kidney disease (CKD). CKD disproportionately affects individuals with risk factors such as hypertension and diabetes.
YMCA of the USA Deepens Collaboration with DaVita to Drive Kidney Health Initiatives in Seven Communities
Negative
Reuters
2 weeks ago
Berkshire Hathaway sells another 750,000 DaVita shares
Warren Buffett's Berkshire Hathaway said it has sold an additional 750,000 shares of DaVita , reducing its stake in the kidney dialysis services provider by about 2% to 35.14 million shares worth $5.4 billion.
Berkshire Hathaway sells another 750,000 DaVita shares
Negative
Finbold
3 weeks ago
Here's why this Warren Buffett stock plunged 11% in a day
Shares of Davita Inc. (NYSE: DVA) plunged 11% on February 14, as the dialysis provider issued a weaker-than-expected 2025 earnings outlook, citing rising patient care costs, supply constraints, and ongoing dialysis center closures.
Here's why this Warren Buffett stock plunged 11% in a day
Negative
The Motley Fool
3 weeks ago
Why DaVita Inc Stock Is Plummeting Today
Shares of DaVita Inc (DVA -11.09%) are trading lower on Friday. The company's stock lost 11.1% as of market close but lost as much as 15.2% earlier in the day.
Why DaVita Inc Stock Is Plummeting Today
Negative
Market Watch
3 weeks ago
DaVita's stock leads S&P 500 decliners after Berkshire pares stake. Its soft guidance isn't helping.
DaVita shares were tumbling 13.5% Friday to lead S&P 500 decliners, after Warren Buffett's Berkshire Hathaway pared its stake in the provider of kidney dialysis.
DaVita's stock leads S&P 500 decliners after Berkshire pares stake. Its soft guidance isn't helping.
Negative
Finbold
3 weeks ago
Here's why Warren Buffett dumped $31 million worth of this stock
Warren Buffett, the ‘Oracle of Omaha', managed to attain a roughly $142 billion net worth by consistently outperforming the markets. The Berkshire Hathaway (NYSE: BRK.B) chief executive officer (CEO) and chairman did so by utilizing a careful, level-headed approach to investing.
Here's why Warren Buffett dumped $31 million worth of this stock
Negative
CNBC
3 weeks ago
Warren Buffett's Berkshire Hathaway sells some DaVita; Shares fall on disappointing guidance
DaVita shares tumbled after issuing a weak outlook amid rising care costs, while big investor Berkshire offloaded some shares in a pre-planned agreement.
Warren Buffett's Berkshire Hathaway sells some DaVita; Shares fall on disappointing guidance
Neutral
Seeking Alpha
3 weeks ago
DaVita Inc. (DVA) Q4 2024 Earnings Call Transcript
DaVita Inc. (NYSE:DVA ) Q4 2024 Earnings Conference Call February 13, 2025 5:00 PM ET Company Participants Nic Eliason - Group VP, IR Javier Rodriguez - CEO Joel Ackerman - CFO Conference Call Participants Joanna Gajuk - Bank of America AJ Rice - UBS Pito Chickering - Deutsche Bank Justin Lake - Wolfe Research Andrew Mok - Barclays Ryan Langston - TD Cowen Operator Good evening. My name is Michelle, and I will be your conference facilitator today.
DaVita Inc. (DVA) Q4 2024 Earnings Call Transcript
Negative
Reuters
3 weeks ago
Berkshire sells some DaVita shares, cuts stake to 45%
Berkshire Hathaway said on Thursday night it sold 203,091 shares of DaVita , reducing its stake in the kidney dialysis services provider to about 35.89 million shares, a 45% stake worth nearly $6.4 billion.
Berkshire sells some DaVita shares, cuts stake to 45%
Charts implemented using Lightweight Charts™