DaVita Inc. (DVA)

Over the past six months, DaVita's stock price has experienced a decline. Q2 CY2025 results topped revenue expectations, but the stock experienced a negative market reaction. A cyberattack impacted U.S. treatment volumes, contributing to a decline in volumes during Q2 2025. A severe flu season also contributed to missed treatments and lower admissions, impacting U.S. volumes in Q2 2025. DaVita has been executing an aggressive buyback strategy, reducing its share count. Interest expenses increased year-over-year. International revenues grew, and DaVita is awaiting regulatory approval for an acquisition in Brazil. DaVita is scheduled to announce its Q3 2025 earnings on October 29, 2025.

Demand for DaVita's products and services can experience some seasonality, as a severe flu season can lead to missed treatments and lower admissions. The impact of the flu season is generally considered a cyclical issue that resolves as the season wanes. The overall demand for dialysis services for patients with chronic kidney failure is consistent due to the ongoing nature of the condition.

DaVita Inc. is a healthcare provider specializing in kidney care and dialysis services for patients with chronic kidney failure, founded in 1994 and headquartered in Denver, Colorado. The company provides dialysis services, integrated kidney care programs, ancillary services, and operates a transplant software business.

DaVita has a significant global presence, operating approximately 2,700 dialysis centers in the U.S. and over 350 internationally, serving roughly 240,000 patients globally. The company's international operations extend to over 10 countries, including Brazil, Germany, and China, and its services are offered across the Americas, Europe, Asia, and the Middle East.

DaVita's brand reputation has been impacted by a cybersecurity incident, but analysts are confident in its ability to recover. DaVita announced new initiatives aimed at evaluating middle molecule clearance. The company expanded its agreement with Nuwellis to use Aquadex ultrafiltration therapy. DaVita collaborated with The American Diabetes Association (ADA) to address chronic diseases.

DaVita Inc. is a publicly traded entity, with its ownership primarily concentrated among large institutional investors. Major institutional owners include Berkshire Hathaway Inc., Vanguard Group Inc., and BlackRock, Inc. Individual ownership, including company insiders, comprises the remaining shares.