DaVita Inc. (DVA)

Over the past six months, DaVita Inc.'s stock has declined. As of January 9, 2026, the share price was $111.45, a 27.35% decrease from January 10, 2025. The stock's total return was -26.78%. Key events include the Q3 CY2025 earnings report, which showed revenue in line with estimates but missed EPS estimates, leading to analyst rating changes. The stock price also reached a new 52-week low on January 13, 2026.

Information directly detailing the demand seasonality for DaVita Inc.’s products and services is not explicitly provided. The nature of kidney dialysis services suggests a relatively stable and ongoing demand, driven by the prevalence of kidney disease rather than seasonal fluctuations. ESRD requires consistent, life-sustaining treatment, often three times per week, indicating that demand is driven by the prevalence of kidney disease rather than seasonal fluctuations.

DaVita Inc. is an American healthcare provider specializing in kidney dialysis services for patients with chronic kidney failure (ESRD). Its core business involves providing dialysis treatments, which filter waste and excess fluid from the blood. The company offers outpatient and inpatient dialysis, home-based hemodialysis, and routine lab testing. DaVita also provides ancillary services like integrated kidney care, pharmacy services, and transplant software, aiming to improve the quality of life for patients globally.

DaVita Inc. has a global network of outpatient dialysis centers. As of Q3 2025, it managed 3,247 centers serving approximately 293,200 patients. As of December 31, 2023, DaVita served approximately 250,200 patients at 3,042 outpatient dialysis centers, with 2,675 centers in the United States and 367 centers in 11 other countries. The company is expanding internationally, particularly in Latin America, and is expected to become the largest dialysis services provider in the region after acquisitions from Fresenius Medical Care. DaVita is headquartered in Denver, Colorado, U.S.

DaVita has highlighted positive advancements in its brand reputation through its 2024 Community Care report, released in May 2025, showcasing achievements in ESG initiatives. DaVita achieved a record of over 8,200 kidney transplants in 2024, and more than 15% of its patients are utilizing home dialysis. The company saved over 75 million gallons of water through efficiency projects and is on track to match 100% of its global operations with renewable energy purchases by 2025. DaVita provided over 100,000 medically tailored meals and employees engaged in over 147,000 hours of volunteerism. The company maintains robust corporate governance with 90% independent board members and a 99.9% compliance training completion rate. DaVita has faced past reputational challenges, including an indictment on charges of labor market collusion in July 2021, and limits imposed by the FTC on further mergers in Utah in October 2021.

DaVita Inc. is primarily controlled by institutional investors. Berkshire Hathaway Inc. is the largest holder with 44.98% ownership. Other major institutional owners include The Vanguard Group, Inc. (5.99%) and BlackRock, Inc. (5.07%). Institutional ownership accounts for 95.73% of total shares outstanding.