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

Glenmede Trust Co. NA lessened its position in DaVita Inc. (NYSE:DVA) by 25.8% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund 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 filing with the Securities & Exchange Commission.

Other hedge funds have also recently added to or reduced their stakes in the company. Fifth Third Bancorp grew its holdings in shares of DaVita by 831.4% during the 1st quarter. Fifth Third Bancorp now owns 38,411 shares of the company’s stock valued at $5,903,000 after purchasing an additional 34,287 shares during the last quarter. SG Americas Securities LLC boosted its holdings in DaVita by 27.4% during the 1st quarter. SG Americas Securities LLC now owns 212,293 shares of the company’s stock valued at $32,627,000 after acquiring an additional 45,609 shares during the period. BI Asset Management Fondsmaeglerselskab A S increased its stake in DaVita by 63.5% in the 4th quarter. BI Asset Management Fondsmaeglerselskab A S now owns 86,000 shares of the company’s stock worth $9,770,000 after purchasing an additional 33,394 shares during the period. LSV Asset Management boosted its stake in shares of DaVita by 1.1% during the fourth quarter. LSV Asset Management now owns 936,768 shares of the company’s stock valued at $106,426,000 after purchasing an additional 9,739 shares during the period. Finally, M&T Bank Corp grew its holdings in shares of DaVita by 694.7% in the fourth quarter. M&T Bank Corp now owns 22,307 shares of the company’s stock worth $2,534,000 after purchasing an additional 19,500 shares during the last quarter. Institutional investors own 90.12% of the company’s stock.

DaVita Price Performance

Shares of NYSE DVA opened at $188.59 on Thursday. DaVita Inc. has a 1 year low of $101.00 and a 1 year high of $247.49. The stock has a market capitalization of $12.11 billion, a P/E ratio of 15.43, a P/E/G ratio of 0.75 and a beta of 0.88. The company’s 50-day moving average is $218.97 and its 200 day moving average is $175.94.

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

DaVita News Summary

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.

Wall Street Analysts Forecast Growth

DVA has been the subject of several analyst reports. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $265.00 price target on shares of DaVita in a research report on Wednesday. Barclays increased their target price on shares of DaVita from $218.00 to $224.00 and gave the stock an “equal weight” rating in a report on Wednesday. Truist Financial raised their target price on DaVita from $205.00 to $250.00 and gave the stock a “hold” rating in a research note on Tuesday, July 14th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of DaVita in a research report on Monday, June 8th. Finally, TD Cowen increased their price objective on DaVita from $144.00 to $201.00 and gave the stock a “hold” rating in a report on Monday, May 11th. Two equities research analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Hold” and an average price target of $225.00.

Insider Buying and Selling at DaVita

In related news, insider Kathleen Alyce Waters sold 15,405 shares of the company’s stock in a transaction on Monday, June 15th. The stock was sold at an average price of $208.40, for a total value of $3,210,402.00. Following the sale, the insider directly owned 109,194 shares of the company’s stock, valued at $22,756,029.60. This represents a 12.36% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 1.90% of the stock is owned by corporate insiders.

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.