DaVita (NYSE:DVA) Releases FY 2026 Earnings Guidance

DaVita (NYSE:DVA) issued an update on its FY 2026 earnings guidance on Tuesday morning. The company provided earnings per share (EPS) guidance of 14.100-15.200 for the period, compared to the consensus estimate of 14.130. The company issued revenue guidance of -.

DaVita Stock Performance

Shares of DaVita stock traded up $32.31 during midday trading on Wednesday, hitting $189.35. The company had a trading volume of 1,958,328 shares, compared to its average volume of 995,441. The stock has a market capitalization of $12.65 billion, a P/E ratio of 19.13, a P/E/G ratio of 0.54 and a beta of 0.84. The company has a 50 day moving average of $151.30 and a 200 day moving average of $131.73. DaVita has a 52-week low of $101.00 and a 52-week high of $190.48.

DaVita (NYSE:DVA) last posted its quarterly earnings results on Tuesday, May 5th. The company reported $2.87 earnings per share for the quarter, topping the consensus estimate of $2.33 by $0.54. The company had revenue of $3.42 billion for the quarter, compared to the consensus estimate of $3.36 billion. DaVita had a negative return on equity of 413.18% and a net margin of 5.47%.The firm’s quarterly revenue was up 6.0% compared to the same quarter last year. During the same quarter in the prior year, the business posted $2.00 EPS. DaVita has set its FY 2026 guidance at 14.100-15.200 EPS. Equities research analysts forecast that DaVita will post 14.16 EPS for the current year.

Wall Street Analyst Weigh In

DVA has been the topic of several recent research reports. Barclays upped their price target on DaVita from $143.00 to $158.00 and gave the stock an “equal weight” rating in a research note on Tuesday, February 3rd. Truist Financial set a $158.00 target price on DaVita in a research note on Thursday, February 5th. Wall Street Zen upgraded DaVita from a “hold” rating to a “buy” rating in a research note on Saturday, February 21st. Deutsche Bank Aktiengesellschaft upgraded DaVita from a “hold” rating to a “buy” rating and increased their target price for the company from $126.00 to $220.00 in a research note on Wednesday. Finally, TD Cowen reiterated a “hold” rating on shares of DaVita in a research note on Tuesday, February 3rd. Two analysts have rated the stock with a Buy rating, five have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Hold” and a consensus target price of $166.50.

Key Stories Impacting DaVita

Here are the key news stories impacting DaVita this week:

• Positive Sentiment: Q1 beat on EPS and margins expanded — DaVita reported adjusted EPS of $2.87 and revenue of ~$3.42B, above estimates, with management pointing to expanding margins across its clinic network. DaVita Stock Up Following Q1 Earnings & Revenue Beat, Margins Expand
• Positive Sentiment: Raised FY‑2026 outlook — Management lifted its adjusted EPS guidance to $14.10–$15.20, nudging expectations higher and supporting upside to valuation multiples. DaVita lifts annual profit forecast on strong demand for dialysis services
• Positive Sentiment: Continued buybacks and capital returns — Company disclosed share repurchases during the quarter and additional repurchases through May 5, helping support EPS and signaling confidence in cash flow. DaVita Inc. 1st Quarter 2026 Results
• Positive Sentiment: Street response and analyst action — At least one firm (Deutsche Bank) issued a buy/upgrade and higher price target the same day, which can amplify buying after a strong quarter. DaVita shares jump as Q1 results beat expectations and full-year outlook rises
• Neutral Sentiment: Unusual options activity — Large call volumes were traded ahead of and on the day of the move, suggesting speculative positioning or hedging around the earnings print.
• Neutral Sentiment: Earnings call transcript and detail availability — Full commentary and Q&A (transcript) are available for deeper diligence on reimbursement, cost trends and guidance assumptions. DaVita Inc. (DVA) Q1 2026 Earnings Call Transcript
• Negative Sentiment: Insider/institutional moves mixed — Prior-quarter large share sales by big holders (e.g., Berkshire-related moves noted in filings) are a reminder some long-term holders have trimmed positions; monitor further insider activity. DaVita shares jump as Q1 results beat expectations and full-year outlook rises

Hedge Funds Weigh In On DaVita

Several hedge funds and other institutional investors have recently modified their holdings of the company. Gen Wealth Partners Inc lifted its holdings in shares of DaVita by 10.0% during the 4th quarter. Gen Wealth Partners Inc now owns 880 shares of the company’s stock valued at $100,000 after buying an additional 80 shares during the period. NewEdge Advisors LLC lifted its holdings in shares of DaVita by 20.8% during the 1st quarter. NewEdge Advisors LLC now owns 511 shares of the company’s stock valued at $78,000 after buying an additional 88 shares during the period. Orion Porfolio Solutions LLC lifted its holdings in shares of DaVita by 4.4% during the 4th quarter. Orion Porfolio Solutions LLC now owns 2,360 shares of the company’s stock valued at $268,000 after buying an additional 99 shares during the period. Bank of Nova Scotia lifted its holdings in shares of DaVita by 2.5% during the 3rd quarter. Bank of Nova Scotia now owns 4,933 shares of the company’s stock valued at $655,000 after buying an additional 120 shares during the period. Finally, Daiwa Securities Group Inc. lifted its holdings in shares of DaVita by 2.2% during the 2nd quarter. Daiwa Securities Group Inc. now owns 6,502 shares of the company’s stock valued at $926,000 after buying an additional 138 shares during the period. 90.12% of the stock is owned by institutional investors.

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.