DVA

DAVITA INC.

NYSE · Services-Misc Health & Allied Services, NEC · Inc. DE · CIK 0000927066
$208.66 +2.37% $13.4B
Insider Selling Cluster (4 insiders)High Impact Filing (8/10)24 New Institutional Positions26 Institutional Exits
Vol
Market Cap$13.4B
Cap SizeLarge Cap
Analyst ConsensusBuy (50%)
Inst. Holders50 funds
Inst. Value$7.8B
Inst. Activity24 buys / 26 sells
Insider Activity0B / 6S
Insider Net $-$200.1M
Reddit Sentiment40° Cool
SEC Reports4
Exchange NYSE·Sector Services-Misc Health & Allied Services, NEC·Inc. DE·CIK 0000927066·Prev Close $203.83

Recent Activity

Jun 8, 2026 SEC
DaVita executed the Ninth Amendment to its credit agreement, borrowing $500M in incremental Tranche B-2 Term Loans. Proc
8-K — Impact 5/10
May 26, 2026 Insider
YALE PHYLLIS R gifted 5,038 shares
Director
May 25, 2026 dark_pool
Dark Pool: DVA — 0.5M shares, 25,588 trades
Week starting 2026-05-25. Total ATS volume: 542,715 shares across 25,588 trades.
May 18, 2026 SEC
Two DaVita insiders — the Chief Compliance Officer and the COO of the DKC segment — sold a combined $5.59M in open-marke
CLUSTER — Impact 3/10
May 18, 2026 SEC
A cluster of insider selling at DaVita (DVA) totaling $12.57M in open-market sales occurred within two weeks of a strong
CLUSTER — Impact 6/10
May 15, 2026 Insider
DESOER BARBARA J was granted 250 shares
Director
May 15, 2026 Insider
Pullin Dennis W was granted 250 shares
Director
Inst.
Woodline Partners LP — NEW
452,979 shares ($69.6M)

Price Targets

$193.71 -7.2% upside Sell
Current $208.66 Low $145.00 Median $201.00 High $235.00 7 analysts
$145.00 $235.00

Analyst Ratings

Hold50% buy · 14 analysts
1Strong Buy
6Buy
6Hold
1Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 11, 2026 TD Cowen MAINTAIN Hold → Hold
May 8, 2026 Truist Securities MAINTAIN Hold → Hold
May 8, 2026 Barclays MAINTAIN Equal-Weight → Equal-Weight
May 7, 2026 UBS MAINTAIN Buy → Buy
May 6, 2026 Deutsche Bank UPGRADE Hold → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $3.84 ▲ +5.9% $3.62 — $4.22 30% YoY 6
Next Q $3.93 ▲ +3.5% $3.84 — $4.33 57% YoY 6
Current FY $14.80 ▲ +4.8% $14.51 — $16.03 37% YoY 7
Next FY $17.18 ▲ +4.8% $15.37 — $19.59 16% YoY 8

Top Institutional Holders

FundValueMove
BERKSHIRE HATHAWAY INC$4.6B
BlackRock, Inc.$425.2M
VANGUARD CAPITAL MANAGEMENT LLC$335.1M
MORGAN STANLEY$256.1M
VANGUARD PORTFOLIO MANAGEMENT LLC$227.4M

Recent Insider Trades

DateInsiderTypeValue
May 26, 2026YALE PHYLLISG$0.00
May 15, 2026DESOER BARBARAA$0.00
May 15, 2026Pullin DennisA$0.00
May 15, 2026Moore GregoryA$0.00
May 15, 2026YALE PHYLLISA$0.00

Reddit Sentiment

40°
Cool
Bearish Neutral Bullish
1 mentions 0 bullish 1 bearish
50 institutional holders with $7.8B total value (50,897,026 shares) as of 2026-Q1. Top holders: BERKSHIRE, BlackRock,, VANGUARD. Net selling activity: 26 institutions trimmed/exited vs 24 added.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BERKSHIRE HATHAWAY INC30,100,585$4.6B59.2%
2BlackRock, Inc.2,766,751$425.2M5.4%
3VANGUARD CAPITAL MANAGEMENT LLC2,180,225$335.1M4.3%
4MORGAN STANLEY1,666,038$256.1M3.3%
5VANGUARD PORTFOLIO MANAGEMENT LLC1,479,600$227.4M2.9%
6Invesco Ltd.1,467,881$225.6M2.9%
7STATE STREET CORP1,351,737$207.7M2.7%
8DIMENSIONAL FUND ADVISORS LP1,145,436$176.0M2.3%
9ARROWSTREET CAPITAL, LIMITED PARTNERSHIP1,110,151$170.6M2.2%
10CITADEL ADVISORS LLC719,408$110.6M1.4%
11Neuberger Berman Group LLC532,087$81.7M1.0%
12D. E. Shaw & Co., Inc.504,639$77.6M1.0%
13Woodline Partners LP452,979$69.6M0.9%NEW
14GOLDMAN SACHS GROUP INC447,422$68.8M0.9%
15CHARLES SCHWAB INVESTMENT MANAGEMENT INC383,642$59.0M0.8%
16SUSQUEHANNA INTERNATIONAL GROUP, LLP382,600$58.8M0.8%
17NORDEA INVESTMENT MANAGEMENT AB384,709$58.6M0.8%
18Freestone Grove Partners LP315,157$48.4M0.6%DOUBLED +4182.0%
19DEUTSCHE BANK AG\262,190$40.3M0.5%
20ROYAL BANK OF CANADA242,615$37.3M0.5%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
Woodline Partners LPNEW452,979$69.6M2026-Q1
Freestone Grove Partners LPDOUBLED7,360315,157+4182.0%$48.4M2026-Q1
BANK OF AMERICA CORP /DE/TRIM361,701241,059-33.4%$37.0M2026-Q1
VICTORY CAPITAL MANAGEMENT INCADD57,479111,695+94.3%$17.2M2026-Q1
SCHRODER INVESTMENT MANAGEMENT GROUPDOUBLED13,95097,184+596.7%$14.9M2026-Q1
Connor, Clark & Lunn Investment Management Ltd.TRIM149,60981,997-45.2%$12.6M2026-Q1
TUDOR INVESTMENT CORP ET ALNEAR_EXIT324,24679,915-75.4%$12.3M2026-Q1
HSBC HOLDINGS PLCTRIM133,08078,790-40.8%$12.1M2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLCNEAR_EXIT292,12949,175-83.2%$7.6M2026-Q1
Mitsubishi UFJ Trust & Banking CorpTRIM55,97341,397-26.0%$6.4M2026-Q1
Russell Investments Group, Ltd.TRIM99,51940,695-59.1%$6.3M2026-Q1
FIFTH THIRD BANCORPDOUBLED4,12438,411+831.4%$5.9M2026-Q1
JANUS HENDERSON GROUP PLCADD18,95137,188+96.2%$5.7M2026-Q1
FMR LLCADD18,49536,705+98.5%$5.6M2026-Q1
PINEBRIDGE INVESTMENTS LLCTRIM91,21232,257-64.6%$5.0M2026-Q1
PFA Pension, ForsikringsaktieselskabDOUBLED15,48231,744+105.0%$4.9M2026-Q1
NISA INVESTMENT ADVISORS, LLCADD20,58928,470+38.3%$4.4M2026-Q1
FRANKLIN RESOURCES INCDOUBLED3,06626,165+753.4%$4.0M2026-Q1
ExodusPoint Capital Management, LPNEAR_EXIT125,27518,173-85.5%$2.8M2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLCTRIM24,32214,769-39.3%$2.3M2026-Q1
State of Tennessee, Department of TreasuryDOUBLED6,24114,225+127.9%$2.2M2026-Q1
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUNDDOUBLED1,39513,327+855.3%$2.0M2026-Q1
GABELLI FUNDS LLCTRIM22,90713,107-42.8%$2.0M2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbHTRIM24,23212,324-49.1%$1.9M2026-Q1
NOMURA HOLDINGS INCADD9,63812,309+27.7%$1.9M2026-Q1
15 unique insiders with 50 transactions. Net insider value: -$200.1M ($0.00 bought, $200.1M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 26, 2026YALE PHYLLIS RDirectorGIFT5,038
May 15, 2026DESOER BARBARA JDirectorAWARD250
May 15, 2026Pullin Dennis WDirectorAWARD250
May 15, 2026Moore Gregory J.DirectorAWARD250
May 15, 2026YALE PHYLLIS RDirectorAWARD250
May 15, 2026Schoppert Wendy LeeDirectorAWARD250
May 15, 2026Arway Pamela MDirectorAWARD250
May 15, 2026Hollar Jason M.DirectorAWARD250
May 15, 2026HEARTY JAMES OChief Compliance OfficerSELL15,000$193.98$2.9M
May 15, 2026Schechter Adam HDirectorAWARD250
May 14, 2026HEARTY JAMES OChief Compliance OfficerEXERCISE5,784$110.63$639.9K
May 14, 2026HEARTY JAMES OChief Compliance OfficerD3,231$198.10$640.1K
May 14, 2026HEARTY JAMES OChief Compliance OfficerTAX W/H1,117$198.10$221.3K
May 12, 2026Maughan David PaulChief Operating Officer, DKCSELL13,456$199.25$2.7M
May 11, 2026Maughan David PaulChief Operating Officer, DKCSELL7,073$199.15$1.4M
May 7, 2026ACKERMAN JOELCFO and TreasurerSELL51,471$192.10$9.9M
May 6, 2026HEARTY JAMES OChief Compliance OfficerSELL2,184$174.87$381.9K
May 1, 2026BERKSHIRE HATHAWAY INC10%+ OwnerSELL1,220,376$149.84$182.9M
Mar 15, 2026DESOER BARBARA JDirectorAWARD332
Mar 15, 2026ACKERMAN JOELCFO and TreasurerAWARD15,427
Mar 15, 2026Waters Kathleen AlyceChief Legal & Pub. Affairs OffAWARD8,610
Mar 15, 2026HEARTY JAMES OChief Compliance OfficerAWARD1,128
Mar 15, 2026HEARTY JAMES OChief Compliance OfficerAWARD3,050
Mar 15, 2026HEARTY JAMES OChief Compliance OfficerTAX W/H769$150.72$115.9K
Mar 15, 2026Moore Gregory J.DirectorAWARD332
Mar 15, 2026Maughan David PaulChief Operating Officer, DKCTAX W/H5,339$150.72$804.7K
Mar 15, 2026Rodriguez JavierChief Executive OfficerAWARD20,900
Mar 15, 2026Hollar Jason M.DirectorAWARD332
Mar 15, 2026Pullin Dennis WDirectorAWARD332
Mar 15, 2026Arway Pamela MDirectorAWARD332
Mar 15, 2026Waters Kathleen AlyceChief Legal & Pub. Affairs OffTAX W/H2,457$150.72$370.3K
Mar 15, 2026Maughan David PaulChief Operating Officer, DKCAWARD5,308
Mar 15, 2026Schoppert Wendy LeeDirectorAWARD332
Mar 15, 2026Schechter Adam HDirectorAWARD332
Mar 15, 2026Waters Kathleen AlyceChief Legal & Pub. Affairs OffAWARD3,185
Mar 15, 2026BERRY CHRISTOPHER MICHAELChief Accounting OfficerAWARD3,649
Mar 15, 2026ACKERMAN JOELCFO and TreasurerAWARD5,706
Mar 15, 2026Maughan David PaulChief Operating Officer, DKCAWARD14,351
Mar 15, 2026ACKERMAN JOELCFO and TreasurerTAX W/H3,362$150.72$506.7K
Mar 15, 2026YALE PHYLLIS RDirectorAWARD332
Mar 15, 2026Rodriguez JavierChief Executive OfficerAWARD56,506
Mar 10, 2026Waters Kathleen AlyceChief Legal & Pub. Affairs OffAWARD4,829
Mar 10, 2026ACKERMAN JOELCFO and TreasurerAWARD6,585
Mar 10, 2026HEARTY JAMES OChief Compliance OfficerAWARD1,756
Feb 6, 2026Waters Kathleen AlyceChief Legal & Pub. Affairs OffTAX W/H817$149.22$121.9K
Feb 6, 2026Waters Kathleen AlyceChief Legal & Pub. Affairs OffD5,898$149.22$880.1K
Feb 6, 2026Waters Kathleen AlyceChief Legal & Pub. Affairs OffEXERCISE8,079$108.93$880.0K
Feb 6, 2026ACKERMAN JOELCFO and TreasuerTAX W/H5,100$149.22$761.0K
Feb 6, 2026ACKERMAN JOELCFO and TreasuerD32,168$149.22$4.8M
Feb 6, 2026ACKERMAN JOELCFO and TreasuerEXERCISE44,065$108.93$4.8M

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Hold (50% buy). Based on 14 analysts: 1 strong buy, 6 buy, 6 hold, 1 sell, 0 strong sell.

Analyst Price Targets

$193.71 mean target -7.2% upside Sell (2.75)
$145.00 Low $235.00 High
MetricValue
Current Price$208.66
Target Low$145.00
Target Mean$193.71
Target Median$201.00
Target High$235.00
# Analysts7
RecommendationSell (2.75)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$3.84 $3.62 $4.22 30.3% +5.9% 3↑ 2↓ $3.5B 3.4% 6
Next Q
2026-09-30
$3.93 $3.84 $4.33 56.7% +3.5% 3↑ 2↓ $3.5B 3.4% 6
Current FY
2026-12-31
$14.80 $14.51 $16.03 37.3% +4.8% 7↑ 0↓ $14.1B 3.7% 7
Next FY
2027-12-31
$17.18 $15.37 $19.59 16.1% +4.8% 6↑ 1↓ $14.6B 3.4% 8

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$3.843
7d ago$3.628+0.215
30d ago$3.628+0.215
60d ago$3.659+0.184
90d ago$3.671+0.172
5 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 11, 2026 TD Cowen MAINTAIN Hold Hold
May 8, 2026 Truist Securities MAINTAIN Hold Hold
May 8, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
May 7, 2026 UBS MAINTAIN Buy Buy
May 6, 2026 Deutsche Bank UPGRADE Hold Buy
Feb 4, 2026 UBS MAINTAIN Buy Buy
Feb 3, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20261661050%
May 1, 20261571043%
Apr 1, 20261571043%
Mar 1, 20261481036%
Feb 1, 20260110516%
Jan 1, 20260110516%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

40°
Cool
Bearish Neutral Bullish
1 mentions 0 bullish 1 bearish 1 time period

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Apr 6, 2026140° Cool011

Recent Reddit Threads

r/stocks Bearish 2mo ago
DVA Rejected at $157 Pullback Incoming?
▲ 1 💬 0 ⚡ 0.5
May 25, 2026
dark_pool
Dark Pool: DVA — 0.5M shares, 25,588 trades
Week starting 2026-05-25. Total ATS volume: 542,715 shares across 25,588 trades.
May 18, 2026
dark_pool
Dark Pool: DVA — 1.0M shares, 34,184 trades
Week starting 2026-05-18. Total ATS volume: 1,026,489 shares across 34,184 trades.
May 14, 2026
short_interest
FTD: DVA — 6,120 shares ($1.2M) failed to deliver
Settlement: 20260514, Price: $198.10, FTD Value: $1,212,372, DAVITA INC COM STK
May 11, 2026
dark_pool
Dark Pool: DVA — 1.3M shares, 38,012 trades
Week starting 2026-05-11. Total ATS volume: 1,332,818 shares across 38,012 trades.
May 5, 2026
short_volume
Short Volume: DVA — 70.1% short (0.5M / 0.7M)
Short: 518,146 | Exempt: 882 | TRF Vol: 739,552 | Short Ratio: 70.1% | Off-exchange volume (dark pool + OTC)
May 5, 2026
earnings_calendar
DVA Q1 2026 Earnings After Market Close — 2026-05-05
May 4, 2026
dark_pool
Dark Pool: DVA — 2.8M shares, 57,382 trades
Week starting 2026-05-04. Total ATS volume: 2,758,653 shares across 57,382 trades.
Apr 27, 2026
dark_pool
Dark Pool: DVA — 1.0M shares, 34,226 trades
Week starting 2026-04-27. Total ATS volume: 1,026,475 shares across 34,226 trades.
Apr 21, 2026
Clinical Trial
Thymosin Alpha 1 to Prevent COVID-19 Infection in Renal Dialysis Patients
Phase Phase 2 — COMPLETED
Apr 20, 2026
dark_pool
Dark Pool: DVA — 0.8M shares, 30,618 trades
Week starting 2026-04-20. Total ATS volume: 804,506 shares across 30,618 trades.
Apr 13, 2026
dark_pool
Dark Pool: DVA — 0.8M shares, 26,783 trades
Week starting 2026-04-13. Total ATS volume: 848,343 shares across 26,783 trades.
Apr 10, 2026
short_interest
FTD: DVA — 4,475 shares ($0.7M) failed to deliver
Settlement: 20260410, Price: $150.68, FTD Value: $674,293, DAVITA INC COM STK
Apr 6, 2026
dark_pool
Dark Pool: DVA — 0.9M shares, 32,610 trades
Week starting 2026-04-06. Total ATS volume: 896,310 shares across 32,610 trades.
Apr 2, 2026
short_volume
Short Volume: DVA — 61.9% short (0.3M / 0.5M)
Short: 318,100 | Exempt: 0 | TRF Vol: 513,716 | Short Ratio: 61.9% | Off-exchange volume (dark pool + OTC)
Apr 1, 2026
short_interest
FTD: DVA — 4,391 shares ($0.7M) failed to deliver
Settlement: 20260401, Price: $153.69, FTD Value: $674,852.79, DAVITA INC COM STK
Mar 30, 2026
dark_pool
Dark Pool: DVA — 1.2M shares, 34,207 trades
Week starting 2026-03-30. Total ATS volume: 1,158,767 shares across 34,207 trades.