DaVita (NYSE:DVA) Updates FY 2026 Earnings Guidance

DaVita (NYSE:DVA) updated its FY 2026 earnings guidance on Tuesday morning. The company provided EPS guidance of 14.100-15.200 for the period, compared to the consensus earnings per share estimate of 14.850. The company issued revenue guidance of -.

Wall Street Analysts Forecast Growth

A number of analysts have recently weighed in on the stock. UBS Group raised their price target on shares of DaVita from $235.00 to $270.00 and gave the stock a “buy” rating in a research report on Friday, July 10th. Zacks Research lowered DaVita from a “strong-buy” rating to a “hold” rating in a report on Monday, July 6th. Truist Financial increased their price objective on DaVita from $205.00 to $250.00 and gave the company a “hold” rating in a research report on Tuesday, July 14th. Barclays lifted their price objective on DaVita from $218.00 to $224.00 and gave the company an “equal weight” rating in a report on Wednesday. Finally, Weiss Ratings restated a “hold (c+)” rating on shares of DaVita in a research report on Monday, June 8th. Two equities research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus target price of $225.00.

DaVita Price Performance

Shares of NYSE:DVA traded down $8.21 during midday trading on Thursday, hitting $180.48. 735,777 shares of the company’s stock were exchanged, compared to its average volume of 959,009. DaVita has a 12 month low of $101.00 and a 12 month high of $247.49. The company has a market cap of $11.59 billion, a PE ratio of 14.76, a price-to-earnings-growth ratio of 0.75 and a beta of 0.88. The stock has a 50 day moving average price of $218.97 and a 200-day moving average price of $175.94.

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

Insider Transactions at DaVita

In other DaVita news, insider Kathleen Alyce Waters sold 15,405 shares of the 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 transaction, the insider owned 109,194 shares in the company, valued at $22,756,029.60. This trade represents a 12.36% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Corporate 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 second-quarter adjusted EPS of $4.02, above the roughly $3.88–$4.01 consensus range. Revenue rose 5.2% year over year to $3.55 billion, while adjusted operating income reached $579 million and free cash flow totaled $256 million. DaVita Q2 Earnings and Revenues Top Estimates
• Positive Sentiment: Management highlighted clinical-led and mortality-related treatment-volume growth, broader access to “middle molecule” therapies, and continued strategic execution. The company also maintained its 2026 outlook, including adjusted EPS of $14.10 to $15.20 and free cash flow of $1.0 billion to $1.25 billion. DVA Q2 Earnings Call Centers on Clinical-Led Volume Growth
• Neutral Sentiment: Barclays raised its price target from $218 to $224 but retained an Equal Weight rating, indicating analysts see valuation support but limited conviction on near-term outperformance. Unusually high call-option activity also suggests increased speculative interest rather than a clear fundamental signal. Barclays Price Target Update
• Negative Sentiment: Investors were disappointed that DaVita did not raise its full-year forecast after a prior guidance increase. U.S. dialysis revenue per treatment declined sequentially to $415.87 from $417.59, reflecting payer-mix changes and reimbursement pressure. Narrowing margins, a weaker commercial mix, and higher general and administrative expense further clouded the outlook. DaVita Slides as Solid Q2 Results Fail to Lift Full-Year Outlook

Institutional Inflows and Outflows

Several institutional investors have recently made changes to their positions in DVA. Caitlin John LLC purchased a new stake in DaVita during the 4th quarter valued at about $34,000. Canada Pension Plan Investment Board purchased a new stake in shares of DaVita during the second quarter worth approximately $43,000. Kestra Advisory Services LLC purchased a new position in shares of DaVita in the 4th quarter valued at about $45,000. iSAM Funds UK Ltd purchased a new position in shares of DaVita during the third quarter worth about $46,000. Finally, AlphaCentric Advisors LLC acquired a new stake in DaVita during the 4th quarter worth $50,000. Hedge funds and other institutional investors own 90.12% of the company’s stock.

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.