DaVita Inc. $DVA Shares Bought by Mediolanum International Funds Ltd

Mediolanum International Funds Ltd lifted its stake in shares of DaVita Inc. (NYSE:DVA) by 57.3% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 10,840 shares of the company’s stock after purchasing an additional 3,950 shares during the quarter. Mediolanum International Funds Ltd’s holdings in DaVita were worth $1,416,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in the stock. Hantz Financial Services Inc. increased its position in DaVita by 48.1% in the second quarter. Hantz Financial Services Inc. now owns 231 shares of the company’s stock worth $33,000 after buying an additional 75 shares during the period. Mid American Wealth Advisory Group Inc. acquired a new stake in shares of DaVita in the 2nd quarter worth about $36,000. Canada Pension Plan Investment Board bought a new stake in DaVita in the 2nd quarter valued at about $43,000. Ameritas Advisory Services LLC acquired a new position in DaVita during the 2nd quarter valued at about $47,000. Finally, Employees Retirement System of Texas bought a new position in DaVita in the 2nd quarter worth about $49,000. Institutional investors and hedge funds own 90.12% of the company’s stock.

Analyst Ratings Changes

Several equities analysts have recently issued reports on the company. Weiss Ratings reiterated a “hold (c)” rating on shares of DaVita in a research report on Monday, December 29th. UBS Group reiterated a “buy” rating on shares of DaVita in a research report on Monday, December 15th. Wall Street Zen lowered DaVita from a “buy” rating to a “hold” rating in a report on Saturday, October 11th. Zacks Research upgraded shares of DaVita from a “strong sell” rating to a “hold” rating in a research note on Friday, November 28th. Finally, TD Cowen reiterated a “hold” rating on shares of DaVita in a research report on Tuesday. One investment analyst has rated the stock with a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus price target of $148.60.

DaVita Stock Performance

Shares of DVA stock opened at $134.55 on Wednesday. DaVita Inc. has a 1 year low of $101.00 and a 1 year high of $178.47. The business’s fifty day moving average is $113.69 and its 200-day moving average is $124.82. The stock has a market cap of $9.50 billion, a PE ratio of 13.58, a price-to-earnings-growth ratio of 0.68 and a beta of 0.99.

DaVita (NYSE:DVA) last announced its earnings results on Monday, February 2nd. The company reported $3.40 earnings per share for the quarter, beating the consensus estimate of $3.24 by $0.16. The business had revenue of $3.62 billion during the quarter, compared to analysts’ expectations of $3.51 billion. DaVita had a negative return on equity of 586.45% and a net margin of 5.47%.The company’s quarterly revenue was up 9.9% on a year-over-year basis. During the same quarter last year, the business posted $2.24 earnings per share. DaVita has set its FY 2026 guidance at 13.600-15.00 EPS. Equities research analysts predict that DaVita Inc. will post 10.76 earnings per share for the current year.

Key Headlines Impacting DaVita

Here are the key news stories impacting DaVita this week:

• Positive Sentiment: Q4 beat — DaVita reported Q4 revenue of ~$3.62B and EPS above estimates, with margins expanding and full‑year adjusted EPS guidance raised materially above consensus, supporting a more bullish near‑term outlook. DaVita Stock Up Following Q4 Earnings & Revenue Beat, Margins Expand
• Positive Sentiment: Raised guidance — Management set FY‑2026 EPS guidance of $13.60–$15.00, above the Street, citing steady dialysis demand; that forward guidance was a key catalyst for the stock’s rally. DaVita forecasts 2026 profit above estimates on steady dialysis service demand
• Positive Sentiment: After‑hours flow and market reaction — Major outlets reported strong after‑hours buying and a sizable volume spike as investors repositioned around the beats and higher guidance. Stocks making the biggest moves after hours: Palantir, NXP Semiconductors, DaVita and more
• Neutral Sentiment: Management commentary & call — The company’s press release and earnings call described execution vs targets and patient demand trends; read the transcript/press release for management’s assumptions driving the guidance. DaVita Inc. 4th Quarter 2025 Results
• Neutral Sentiment: Analyst context — Recent price targets cluster near the low‑to‑mid $100s–$140s range (median ~$140), so the new guidance will force analysts to re‑rate estimates and targets in coming days. DaVita Inc. Releases Q4 2025 Earnings
• Negative Sentiment: Volatility & risk factors — Market commentary warns that reimbursement, regulatory changes and execution risks could keep the stock volatile despite the beat; investors should expect swings. DaVita: Some Success Is Possible, But Volatility Is Still Heavy
• Negative Sentiment: Some financials to watch — While EPS and revenue improved, third‑party summaries show cash & cash equivalents declined and liabilities rose year‑over‑year; monitor margin sustainability and cash/leveraging metrics. DaVita Inc. Releases Q4 2025 Earnings (financial highlights)

DaVita 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.