DaVita Inc. (DVA)

In the past six months, DaVita Inc.'s stock price has been impacted by several events. A ransomware attack in mid-April 2025 led to data theft and lawsuits. The company announced robust financial results for Q4 and the full year 2024. DaVita continued its share repurchase program and managed its debt. Analyst ratings were mixed but cautiously optimistic. Concerns about the potential impact of GLP-1 weight-loss drugs on dialysis demand have also been noted.

Demand for DaVita's dialysis treatments can experience seasonal impacts, such as fluctuations due to seasonal illnesses like the flu. The essential nature of dialysis services generally indicates inelastic long-term demand.

DaVita Inc. (DVA) is a healthcare provider specializing in kidney care services for patients with chronic kidney disease (CKD) and end-stage renal disease (ESRD). The company's major products and services include outpatient, hospital inpatient, and home-based dialysis services, ESKD laboratory services, infusion therapy, pharmacy services, clinical research programs, transplant software, digital health innovation, and nephrology practice solutions.

DaVita Inc. primarily operates in the United States, with approximately 2,657 to 2,828 outpatient dialysis centers across 46 to 50 states and the District of Columbia. It also has an international presence, managing 367 to 509 outpatient dialysis centers in 11 to 13 other countries across the Americas, Europe, Asia, and the Middle East, serving nearly 49,400 patients internationally.

DaVita has generally maintained a strong brand reputation for providing high-quality dialysis services, evidenced by a 4.2/5 patient satisfaction rating across its nationwide network. However, the ransomware attack in April 2025, which led to claims of stolen patient data and subsequent leaks, has negatively impacted the company's reputation, resulting in class-action lawsuits.

DaVita Inc. has a significant number of institutional owners and shareholders, with over 1,200 institutional owners holding approximately 75 to 77 million shares as of March 31, 2025. Major institutional owners include Berkshire Hathaway Inc., Vanguard Group Inc., and BlackRock, Inc. Major individual owners include Berkshire Hathaway Inc., R. Ted Weschler, and Kent J. Thiry.