Market Cap
$11.2B
DVA
DAVITA INC.
$178.69 ▲ +1.33%
Prev close $176.35Market cap$11.2B
ConsensusHold
12-mo target$219.86 (+23.0%)
▲ Neutral
Analyst conviction 5/10
Insider Selling Cluster (2 insiders)High Impact Filing (8/10)37 New Institutional Positions13 Institutional Exits Healthcare & Medical Devices
Snapshot
The big-picture read on DVA right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Buy (54%)
Inst. Holders
50 funds
Inst. Value
$11.8B
Inst. Activity
37 buys / 13 sells
Insider Activity
$0.00 buy / $254.4M sell
Insider Net $
-$254.4M
Social Sentiment
33° Cool
SEC Reports
6
Congressional
2 trades
Price chart 30d -1.6%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 22, 2026 Insider
Maughan David Paul surrendered for taxes 7,501 shares
Chief Operating Officer, DKC @ $182.34 ($1.4M)
Sep 7, 2026 dark_pool
Dark Pool: DVA — 0.8M shares, 27,634 trades
Week starting 2026-09-07. Total ATS volume: 789,790 shares across 27,634 trades.
Aug 15, 2026 Insider
Schoppert Wendy Lee was granted 278 shares
Director
Aug 15, 2026 Insider
Aug 4, 2026 SEC Arway Pamela M was granted 278 shares
Director
DaVita reported Q2 2026 diluted EPS of $4.02 on consolidated revenues of $3.554B. The EPS beat the Street consensus of $
8-K — Impact 6/10
The U.S. District Court for the Eastern District of Pennsylvania dismissed a pro se ERISA benefits lawsuit against DaVit
COURT-RULING — Impact 1/10
Jun 30, 2026 Inst.
Neuberger Berman Group LLC — ADD
925,579 shares ($205.8M)
Jun 30, 2026 Inst.
BANK OF AMERICA CORP — DOUBLED
651,999 shares ($145.1M)
Analyst ratings buy % +800.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
54% rate it Buy or better · 13 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 7, 2026 | TD Cowen | UPGRADE | Buy | 56% |
| Aug 7, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
| Aug 5, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Jul 14, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
| Jul 10, 2026 | UBS | MAINTAIN | Buy | 55% |
| Jul 9, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| May 11, 2026 | TD Cowen | MAINTAIN | Hold | 56% |
| May 8, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
| May 8, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| May 7, 2026 | UBS | MAINTAIN | Buy | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 1 | 6 | 5 | 1 | 0 | 54% | |
| Aug 1, 2026 | 1 | 5 | 6 | 1 | 0 | 46% | |
| Jul 1, 2026 | 1 | 5 | 6 | 1 | 0 | 46% | |
| Jun 1, 2026 | 1 | 6 | 6 | 1 | 0 | 50% | |
| May 1, 2026 | 1 | 5 | 7 | 1 | 0 | 43% | |
| Apr 1, 2026 | 1 | 5 | 7 | 1 | 0 | 43% | |
| Mar 1, 2026 | 1 | 4 | 8 | 1 | 0 | 36% | |
| Feb 1, 2026 | 0 | 1 | 10 | 5 | 1 | 6% |
Price targets
Where 7 covering analysts think DVA trades over the next 12 months.
$219.86 +23.0% upside Strong Buy
Current$178.69 Low$165.00 Median$220.00 High$270.00 7 analysts
$165.00$270.00
Analyst rating Buy· 2.4/5 as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
33°
Cool
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
6 SEC filing reports analyzed · 2 bullish, 1 bearish, 1 mixed, 2 neutral · avg impact 4.8/10.
BULLISH8-K6/10
DaVita reported Q2 2026 diluted EPS of $4.02 on consolidated revenues of $3.554B. The EPS beat the S
Aug 4, 2026
NEUTRALCOURT-RULING1/10
The U.S. District Court for the Eastern District of Pennsylvania dismissed a pro se ERISA benefits l
Jul 4, 2026
MIXED8-K5/10
DaVita executed the Ninth Amendment to its credit agreement, borrowing $500M in incremental Tranche
Jun 8, 2026
NEUTRALCLUSTER3/10
Two DaVita insiders — the Chief Compliance Officer and the COO of the DKC segment — sold a combined
May 18, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 7, 2026
dark_pool
Dark Pool: DVA — 0.8M shares, 27,634 trades
Week starting 2026-09-07. Total ATS volume: 789,790 shares across 27,634 trades.
Aug 31, 2026
dark_pool
Dark Pool: DVA — 0.8M shares, 31,153 trades
Week starting 2026-08-31. Total ATS volume: 751,166 shares across 31,153 trades.
Aug 24, 2026
dark_pool
Dark Pool: DVA — 0.9M shares, 34,532 trades
Week starting 2026-08-24. Total ATS volume: 871,505 shares across 34,532 trades.
Aug 17, 2026
dark_pool
Dark Pool: DVA — 0.6M shares, 31,998 trades
Week starting 2026-08-17. Total ATS volume: 624,083 shares across 31,998 trades.
Aug 14, 2026
ftd
FTD: DVA — 22,869 shares ($4.1M) failed to deliver
Settlement: 20260814, Price: $179.17, FTD Value: $4,097,438.73, DAVITA INC COM STK
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $3.55 | $3.39–$4.02 | 41.5% | -0.7% | 0↑ 6↓ | $3.5B | 7 |
| Next Q | $4.37 | $4.11–$4.72 | 28.5% | -1.0% | 5↑ 1↓ | $3.6B | 7 |
| Current FY | $14.77 | $14.34–$15.53 | 37.0% | -0.5% | 3↑ 3↓ | $14.2B | 7 |
| Next FY | $17.14 | $16.39–$18.41 | 16.0% | +0.7% | 3↑ 3↓ | $14.6B | 8 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $3.551 | — |
| 7d ago | $3.578 | -0.027 |
| 30d ago | $3.578 | -0.027 |
| 60d ago | $3.922 | -0.371 |
| 90d ago | $3.934 | -0.383 |
Institutional ownership
Which big funds own DVA (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $11.8B total value (52,852,385 shares) as of 2026-Q2. Top holders: BERKSHIRE, BlackRock,, VANGUARD. Net buying activity: 37 institutions added/increased vs 13 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC | 28,880,209 | $6.4B | 54.7% | — |
| BlackRock, Inc. | 2,460,987 | $547.5M | 4.7% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,101,425 | $467.5M | 4.0% | — |
| MORGAN STANLEY | 1,601,710 | $356.3M | 3.0% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,377,914 | $306.6M | 2.6% | — |
| STATE STREET CORP | 1,323,019 | $294.3M | 2.5% | — |
| Invesco Ltd. | 1,211,917 | $269.6M | 2.3% | — |
| DIMENSIONAL FUND ADVISORS LP | 1,137,814 | $253.1M | 2.2% | — |
| Neuberger Berman Group LLC | 925,579 | $205.8M | 1.8% | ADD +74.0% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 889,082 | $197.8M | 1.7% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Neuberger Berman Group LLC | ADD | 532,087 | 925,579 | +74.0% | $205.8M |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 241,059 | 651,999 | +170.5% | $145.1M |
| D. E. Shaw & Co., Inc. | ADD | 504,639 | 640,827 | +27.0% | $142.6M |
| NORGES BANK | NEW | — | 344,422 | — | $76.6M |
| UBS Group AG | TRIM | 650,548 | 305,199 | -53.1% | $67.9M |
| Holocene Advisors, LP | NEW | — | 237,665 | — | $52.9M |
| CITADEL ADVISORS LLC | TRIM | 719,408 | 199,862 | -72.2% | $44.5M |
| BARCLAYS PLC | DOUBLED | 88,856 | 195,122 | +119.6% | $43.4M |
| FIRST TRUST ADVISORS LP | DOUBLED | 37,692 | 153,548 | +307.4% | $34.2M |
| LOS ANGELES CAPITAL MANAGEMENT LLC | DOUBLED | 14,769 | 143,884 | +874.2% | $32.0M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
15 insiders, 50 transactions. Net -$254.4M — $0.00 bought, $254.4M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 22, 2026 | Maughan David Paul | Chief Operating Officer, DKC | TAX W/H | 7,501 | $182.34 | $1.4M |
| Aug 15, 2026 | Schoppert Wendy Lee | Director | AWARD | 278 | — | — |
| Aug 15, 2026 | Arway Pamela M | Director | AWARD | 278 | — | — |
| Aug 15, 2026 | Moore Gregory J. | Director | AWARD | 278 | — | — |
| Aug 15, 2026 | Hollar Jason M. | Director | AWARD | 278 | — | — |
| Aug 15, 2026 | DESOER BARBARA J | Director | AWARD | 278 | — | — |
| Aug 15, 2026 | YALE PHYLLIS R | Director | AWARD | 278 | — | — |
| Aug 15, 2026 | Schechter Adam H | Director | AWARD | 278 | — | — |
| Aug 15, 2026 | Pullin Dennis W | Director | AWARD | 278 | — | — |
| Jul 31, 2026 | BERKSHIRE HATHAWAY INC | 10%+ Owner | SELL | 182,980 | $199.55 | $36.5M |
Congressional trades
DVA trades disclosed by members of Congress, with disclosure delay.
1 members · 1 buys / 1 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Sep 23, 2025 | Julie Johnson | D | HOUSE | BUY | $1,001 - $15,000 | DaVita Inc | Aug 6, 2026(318d) |
| Sep 23, 2025 | Julie Johnson | D | HOUSE | SELL | $1,001 - $15,000 | DaVita Inc | Aug 6, 2026(318d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for DVA.
Shares short
4,298,025
Settlement Sep 15, 2026
Change vs prior
-8.1%
Semi-monthly cycle
Days to cover
6.8
At avg daily volume
Of shares outstanding
≈6.7%
Estimate — not % of float
All DVA filing & press-release reports (6)
- 8-K reportAug 4, 2026
- COURT-RULING reportJul 4, 2026
- 8-K reportJun 8, 2026
- CLUSTER reportMay 18, 2026
- CLUSTER reportMay 18, 2026
- 8-K reportMay 5, 2026