9 stories mentioning DVAUpdated 42d ago
Every FINWIRES story that references DVA, newest first.
James O Hearty, Chief Compliance Officer, on May 06, 2026, sold 2,184 shares in Davita (DVA) for $381,916. Following the Form 4 filing with the SEC, Hearty has control over a total of 35,953 common shares of the company, with 35,953 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/927066/000092706626000064/xslF345X05/wk-form4_1778270661.xml
DaVita (DVA) has an average rating of Hold and mean price target of $190.50, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $195.31, Change: $-0.95, Percent Change: -0.48%
DaVita (DVA) has an average rating of hold and mean price target of $182.67, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $190.91, Change: $-3.18, Percent Change: -1.64%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Our 12-month target price is $220 (raised from $175), based on a P/E multiple of 15x our 2026 EPS projection, above DVA's five-year historical average of 13.1x and above our target multiple for DVA's primary competitor Fresenius Medical Care. We think our target multiple balances strong earnings growth expectations against elevated debt levels and recent challenges with consistent treatment volume growth. Our 2026 EPS estimate is $14.65 (up from $14.08, implying 36% annual growth), while our 2027 estimate is $16.67 (up from $16.33, +13.8% Y/Y). We anticipate revenue will rise near 4% in 2026 and 3% in 2027, after increasing 6.5% in 2025, supported by market share gains following center closures by competitor Fresenius. Q1 treatment volume growth remained challenging with normalized non-acquired growth of just 0.1% Y/Y. However, DVA raised guidance for treatment volumes from flat to a 0.25%-0.50% growth rate in 2026, providing expectations for improving growth in upcoming quarters.
Health care stocks were higher late Wednesday afternoon, with the NYSE Health Care Index increasing 0.3% and the State Street Health Care Select Sector SPDR ETF (XLV) adding 0.2%.The iShares Biotechnology ETF (IBB) climbed up 2.1%.In corporate news, Oscar Health (OSCR) shares surged past 10% after the company reported higher Q1 results.DaVita (DVA) shares jumped past 22% after Deutsche Bank upgraded the stock to buy from hold and boosted its price target to $220 from $126, a day after the company reported better-than-expected Q1 results.CVS Health (CVS) raised its full-year earnings outlook after reporting better-than-expected Q1 results on improvement in its health-care benefits segment. Its shares gained 8%.Novo Nordisk (NVO) expects generic versions of its Ozempic medication to face approval delays in China until next year, Bloomberg reported, citing the drugmaker. The patent for semaglutide, the main ingredient in Ozempic and Wegovy, expired in China in March, but the firm said it still has regulatory data protection until April 2027 due to a trade agreement between China and Switzerland, Bloomberg reported. Novo shares rose 2.2%.
Health care stocks were higher late Wednesday afternoon, with the NYSE Health Care Index increasing 0.3% and the State Street Health Care Select Sector SPDR ETF (XLV) adding 0.2%.The iShares Biotechnology ETF (IBB) climbed 2.1%.In corporate news, DaVita (DVA) shares jumped past 21% after Deutsche Bank upgraded the stock to buy from hold and boosted its price target to $220 from $126, a day after the company reported better-than-expected Q1 results.
(Updates with the stock price movement and upgrade in the headline and first paragraph.)DaVita (DVA) shares rose 22% in Wednesday trading after Deutsche Bank upgraded the stock to buy from hold and boosted its price target to $220 from $126, a day after the company reported better-than-expected Q1 results.DaVita's adjusted earnings rose to $2.87 per diluted share from $2 a year earlier.Analysts polled by FactSet expected $2.33.Revenue in the three months ended March 31 rose to $3.42 billion from $3.22 billion a year earlier.Analysts surveyed by FactSet expected $3.36 billion.The company boosted full-year guidance for adjusted EPS from continuing operations to the range of $14.10 to $15.20 from the prior forecast of $13.60 to $15.Price: $191.63, Change: $+34.59, Percent Change: +22.02%
DaVita (DVA) has an average rating of hold and mean price target of $169.17, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:DaVita delivered strong Q1 2026 results with adjusted EPS of $2.87, up 43.5% and well above the $2.33 consensus forecast, driven by higher reimbursement rates and continued aggressive share repurchases. Revenue increased 6.0% to $3.416B despite treatment volume headwinds, with U.S. dialysis revenue per treatment rising $17.45 to $417.59 reflecting higher reimbursement rates. The solid performance demonstrates operational resilience despite challenging normalized non-acquired treatment volume growth of just 0.1%. Management raised adjusted EPS guidance to $14.10-$15.20 from the prior $13.60-$15.00 range. Operating margin improved 50 basis points to 14.1% though compressed 140 basis points sequentially due to seasonal trends, while free cash flow surged to $140M from -$45M in the prior year quarter. The company maintained FCF guidance at $1.0B-$1.25B, supporting continued return of capital to shareholders, in our view.
