DaVita (NYSE:DVA) Upgraded by Zacks Research to “Strong-Buy” Rating

DaVita (NYSE:DVA) was upgraded by stock analysts at Zacks Research from a “hold” rating to a “strong-buy” rating in a research report issued to clients and investors on Wednesday,Zacks.com reports.

A number of other research analysts have also issued reports on DVA. Truist Financial set a $158.00 target price on shares of DaVita in a research report on Thursday. Weiss Ratings reiterated a “hold (c)” rating on shares of DaVita in a research note on Monday, December 29th. Barclays raised their price objective on DaVita from $143.00 to $158.00 and gave the stock an “equal weight” rating in a research note on Tuesday. TD Cowen reaffirmed a “hold” rating on shares of DaVita in a report on Tuesday. Finally, UBS Group increased their target price on DaVita from $186.00 to $190.00 and gave the stock a “buy” rating in a report on Wednesday. One analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Hold” and an average price target of $160.50.

DaVita Price Performance

Shares of NYSE DVA opened at $149.42 on Wednesday. The firm has a market cap of $10.55 billion, a price-to-earnings ratio of 15.08, a P/E/G ratio of 0.50 and a beta of 0.99. The stock’s fifty day moving average price is $114.70 and its two-hundred day moving average price is $125.11. DaVita has a one year low of $101.00 and a one year high of $178.38.

DaVita (NYSE:DVA) last posted its earnings results on Monday, February 2nd. The company reported $3.40 earnings per share for the quarter, topping analysts’ consensus estimates of $3.24 by $0.16. DaVita had a negative return on equity of 413.18% and a net margin of 5.47%.The company had revenue of $3.62 billion during the quarter, compared to the consensus estimate of $3.51 billion. During the same quarter last year, the firm earned $2.24 earnings per share. The company’s revenue was up 9.9% on a year-over-year basis. DaVita has set its FY 2026 guidance at 13.600-15.00 EPS. On average, equities analysts anticipate that DaVita will post 10.76 earnings per share for the current fiscal year.

Hedge Funds Weigh In On DaVita

Several hedge funds and other institutional investors have recently modified their holdings of the business. iA Global Asset Management Inc. raised its holdings in shares of DaVita by 8.6% during the 4th quarter. iA Global Asset Management Inc. now owns 11,338 shares of the company’s stock worth $1,288,000 after buying an additional 898 shares in the last quarter. Canada Post Corp Registered Pension Plan raised its stake in DaVita by 51.6% during the fourth quarter. Canada Post Corp Registered Pension Plan now owns 558 shares of the company’s stock worth $63,000 after acquiring an additional 190 shares in the last quarter. Versor Investments LP lifted its holdings in shares of DaVita by 32.3% in the fourth quarter. Versor Investments LP now owns 4,497 shares of the company’s stock worth $511,000 after acquiring an additional 1,097 shares during the last quarter. Denali Advisors LLC acquired a new stake in shares of DaVita in the 4th quarter valued at approximately $481,000. Finally, Ethic Inc. grew its holdings in shares of DaVita by 9.2% during the 4th quarter. Ethic Inc. now owns 2,723 shares of the company’s stock valued at $309,000 after purchasing an additional 229 shares during the last quarter. Institutional investors own 90.12% of the company’s stock.

Key Headlines Impacting DaVita

Here are the key news stories impacting DaVita this week:

• Positive Sentiment: Q1 earnings beat and revenue beat drove the immediate market move; street coverage says the results and management commentary explain the gap‑up. DaVita (NYSE:DVA) Shares Gap Up After Strong Earnings
• Positive Sentiment: News summaries and market stories point to the same drivers (earnings, guidance and volume) as the reason the stock is “rocketing” higher. Why Is DaVita (DVA) Stock Rocketing Higher Today
• Positive Sentiment: Transcript coverage of the Q1 call provides detail on results and FY guidance (management set FY2026 EPS guidance), reinforcing investor confidence in cash flow and earnings trajectory. DaVita (DVA) Q1 2025 Earnings Call Transcript
• Positive Sentiment: Value-oriented outlets (Zacks) are highlighting DVA as a long‑term value idea and discussing the stock in the context of earnings-estimate strength, supporting greater retail/institutional interest. Why DaVita HealthCare (DVA) is a Top Value Stock for the Long-Term
• Positive Sentiment: Additional Zacks coverage frames DVA as attractive to value investors based on earnings revisions and style scores, which can drive further interest from that investor cohort. Should Value Investors Buy DaVita (DVA) Stock?
• Positive Sentiment: DVA is being featured in thematic/retirement stock lists (Buffett‑style picks), which can lift retail demand and perception of DVA as a long‑term holding. 3 Warren Buffett-Style Stocks for a Golden Retirement
• Neutral Sentiment: Industry/strategic news: an item on Elara Caring and Ares’ backing mentions DaVita in the kidney care ecosystem — relevant to strategic positioning but not an immediate earnings catalyst. Elara Caring Backed By Ares’ Private Equity Group, Kidney Care Provider DaVita
• Neutral Sentiment: Context pieces exploring DVA within the DJIA healthcare space provide useful comparative data but are informational rather than near‑term catalysts. Explore DaVita Within Dow Jones Industrial Average Healthcare Space
• Negative Sentiment: Several analysts are mixed on DVA’s outlook; divergent analyst views could cap upside if estimates or sentiment turn less favorable. Analysts’ Opinions Are Mixed on These Healthcare Stocks: Boston Scientific (BSX) and DaVita (DVA)

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.