Janus Henderson Group PLC Grows Position in DaVita Inc. $DVA

Janus Henderson Group PLC grew its position in DaVita Inc. (NYSE:DVA) by 96.2% during the 1st quarter, HoldingsChannel.com reports. The firm owned 37,188 shares of the company’s stock after acquiring an additional 18,237 shares during the quarter. Janus Henderson Group PLC’s holdings in DaVita were worth $5,716,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Kesler Norman & Wride LLC raised its holdings in DaVita by 0.8% in the first quarter. Kesler Norman & Wride LLC now owns 6,816 shares of the company’s stock valued at $1,048,000 after buying an additional 55 shares during the period. Gen Wealth Partners Inc raised its stake in shares of DaVita by 10.0% in the 4th quarter. Gen Wealth Partners Inc now owns 880 shares of the company’s stock valued at $100,000 after acquiring 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 acquiring an additional 88 shares in the last quarter. Orion Porfolio Solutions LLC boosted its position in DaVita by 4.4% during the 4th quarter. Orion Porfolio Solutions LLC now owns 2,360 shares of the company’s stock worth $268,000 after purchasing an additional 99 shares during the period. Finally, Root Financial Partners LLC boosted its position in DaVita by 128.0% during the 1st quarter. Root Financial Partners LLC now owns 187 shares of the company’s stock worth $29,000 after purchasing an additional 105 shares during the period. Institutional investors and hedge funds own 90.12% of the company’s stock.

Analysts Set New Price Targets

Several research analysts have commented on DVA shares. UBS Group raised their price objective on DaVita from $235.00 to $270.00 and gave the company a “buy” rating in a research report on Friday, July 10th. Weiss Ratings raised DaVita from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Wednesday. Barclays increased their target price on DaVita from $218.00 to $224.00 and gave the company an “equal weight” rating in a research note on Wednesday. Zacks Research cut DaVita from a “strong-buy” rating to a “hold” rating in a report on Monday, July 6th. Finally, Truist Financial increased their price objective on shares of DaVita from $205.00 to $250.00 and gave the company a “hold” rating in a research report on Tuesday, July 14th. Three equities research analysts have rated the stock with a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Hold” and an average price target of $225.00.

Trending Headlines about DaVita

Here are the key news stories impacting DaVita this week:

• Positive Sentiment: DaVita reported second-quarter adjusted earnings per share of $4.02, above the $3.88 analyst consensus, while revenue rose 5.2% year over year to $3.55 billion and free cash flow reached $256 million. DaVita Q2 2026 Earnings Call Highlights
• Positive Sentiment: Management highlighted clinical-led and mortality-related treatment-volume gains, broader access to middle-molecule drugs and strategic execution, while maintaining its 2026 adjusted EPS outlook of $14.10 to $15.20. DVA Q2 Earnings Call Centers on Clinical-Led Volume Growth
• Positive Sentiment: Barclays raised its price target from $218 to $224, although it retained an “equal weight” rating, signaling improved valuation potential but not a strong bullish conviction. Benzinga
• Positive Sentiment: Unusually high call-option activity—9,484 contracts versus typical volume of about 1,428—indicates increased speculative interest in a potential recovery, though it does not guarantee buying pressure in the stock.
• Neutral Sentiment: Value-focused analysis is monitoring DaVita’s earnings estimates, revisions, valuation and momentum trends. The stock’s relatively modest earnings multiple could attract value investors, but the near-term fundamentals remain mixed. Is DaVita a Great Value Stock Right Now?
• Negative Sentiment: Second-quarter margins narrowed and the company faced a weaker commercial-payer mix, while reimbursement pressure and policy transitions could constrain future profitability. Treatment volumes were characterized as broadly flat, making growth dependent on clinical trends and execution. DaVita Stock Down Despite Q2 Earnings Beat

DaVita Stock Performance

Shares of DVA opened at $181.10 on Friday. DaVita Inc. has a one year low of $101.00 and a one year high of $247.49. The stock has a 50-day moving average price of $218.65 and a 200 day moving average price of $176.48. The company has a market capitalization of $11.55 billion, a P/E ratio of 14.82, a P/E/G ratio of 0.63 and a beta of 0.88.

DaVita (NYSE:DVA) last posted its quarterly earnings data on Tuesday, August 4th. The company reported $4.02 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.88 by $0.14. The company had revenue of $3.55 billion for the quarter, compared to the consensus estimate of $3.50 billion. DaVita had a negative return on equity of 217.63% and a net margin of 6.05%.DaVita’s revenue for the quarter was up 5.2% compared to the same quarter last year. During the same period in the previous year, the business earned $2.95 EPS. DaVita has set its FY 2026 guidance at 14.100-15.200 EPS. As a group, equities research analysts forecast that DaVita Inc. will post 14.7 earnings per share for the current fiscal year.

Insider Activity

In related news, insider Kathleen Alyce Waters sold 15,405 shares of the company’s stock in a transaction on Monday, June 15th. The shares were 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 transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Company insiders own 1.90% 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.