DaVita Inc. (DVA)

In early February 2026, DaVita's shares surged following the release of its strong fourth-quarter 2025 earnings and an upbeat 2026 guidance. Despite a positive year-to-date performance, the stock experienced a decline of 5.62% on February 7, 2026. UBS reiterated a "Buy" rating on DaVita stock and raised its price target to $190, citing a new partnership with Elara Caring. A cybersecurity incident in April 2025 affected major operations, leading to shortfalls in treatment volume and expected one-time costs in Q2 2025. The company bought 2.7 million shares in Q4 2025 and an additional 1.7 million shares between December 31, 2025, and February 2, 2026.

Demand for DaVita's dialysis treatments can experience some seasonality. The company has noted a seasonal decrease in Revenue per Treatment (RPT) due to co-pays and deductibles, which was observed in Q1 2025. There is a typical seasonal impact from flu vaccines on RPT in the fourth quarter, and flu-related mortality has been cited as a factor contributing to lower treatment volumes.

DaVita Inc. is a healthcare provider focused on kidney care services for patients with chronic kidney failure (ESRD). The company operates in the Healthcare sector, specifically in the Healthcare Equipment and Services industry, and Medical - Outpatient & Home Care industry grouping. DaVita's services include outpatient and inpatient dialysis, ESRD laboratory services, disease management, international dialysis, pharmacy services, infusion therapy, vascular access services, ESRD clinical research programs, and physician services. DaVita has expanded into integrated kidney care and dispenses phosphate binders.

As of December 31, 2025, DaVita served approximately 295,000 patients across 3,242 outpatient dialysis centers worldwide. 2,657 centers are located in the United States, and 585 are situated across 14 other countries.

In the past year, DaVita's reputation was impacted by a cybersecurity incident that began on April 12, 2025. Analyst ratings for DaVita generally reflect a "Hold" consensus.

As of recent reports, 90.12% of DaVita's stock is owned by institutional investors. Berkshire Hathaway Inc. holds approximately 45% of DaVita's shares. Other large institutional shareholders are Vanguard Group Inc., BlackRock, Inc., State Street Corp, Invesco Ltd., Morgan Stanley, Gates Capital Management, Inc., VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, VFINX - Vanguard 500 Index Fund Investor Shares, and Dimensional Fund Advisors Lp.