DV
DVA
DAVITA INC.
$196.87
+1.16%
$12.5B
No data for this timeframe.
Vol
Market Cap$12.5B
Cap SizeLarge Cap
Analyst ConsensusHold (43%)
Inst. Holders10 funds
Inst. Value$4.4B
Inst. Activity4 buys / 1 sells
Insider Activity0B / 6S
Insider Net $-$200.1M
Reddit Sentiment40° Cool
SEC Reports3
Exchange NYSE·Sector Services-Misc Health & Allied Services, NEC·Inc. DE·CIK 0000927066·Prev Close $194.61
Recent Activity
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 sold 250 shares
Director @ $0.00 ($0.00)
May 15, 2026
Insider
Pullin Dennis W sold 250 shares
Director @ $0.00 ($0.00)
May 15, 2026
Insider
Moore Gregory J. sold 250 shares
Director @ $0.00 ($0.00)
May 5, 2026
SEC
DaVita reported Q1 2026 revenue of $3.416B (+6% YoY) and GAAP diluted EPS of $2.87, beating the Street consensus of $2.4
8-K — Impact 8/10
Inst.
NORGES BANK — NEW
432,748 shares ($49.2M)
Inst.
BANK OF AMERICA CORP — ADD
361,701 shares ($41.1M)
Price Targets
$193.71
-1.6% upside
Hold
Current $196.87
Low $145.00
Median $201.00
High $235.00
7 analysts
$145.00
$235.00
Analyst Ratings
1Strong Buy
5Buy
7Hold
1Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | 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 |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| 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 |
Latest Reports
NEUTRAL
CLUSTER
3/10
Two DaVita insiders — the Chief Compliance Officer and the COO of the DKC segment — sold a combined $5.59M in open-marke
May 18, 2026
BEARISH
CLUSTER
6/10
A cluster of insider selling at DaVita (DVA) totaling $12.57M in open-market sales occurred within two weeks of a strong
May 18, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BERKSHIRE HATHAWAY INC | $3.6B | NEW |
| VANGUARD GROUP INC | $472.0M | — |
| MORGAN STANLEY | $167.8M | — |
| NORGES BANK | $49.2M | NEW |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $43.0M | NEW |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 15, 2026 | DESOER BARBARA | A | $0.00 |
| May 15, 2026 | Pullin Dennis | A | $0.00 |
| May 15, 2026 | Moore Gregory | A | $0.00 |
| May 15, 2026 | YALE PHYLLIS | A | $0.00 |
| May 15, 2026 | Schoppert Wendy | A | $0.00 |
Reddit Sentiment
40°
Cool
Bearish
Neutral
Bullish
10 institutional holders with $4.4B total value (38,789,460 shares) as of 2025-Q4. Top holders: BERKSHIRE, VANGUARD, MORGAN. Net buying activity: 4 institutions added/increased vs 1 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC | 31,759,065 | $3.6B | 81.9% | NEW |
| 2 | VANGUARD GROUP INC | 4,154,354 | $472.0M | 10.7% | — |
| 3 | MORGAN STANLEY | 1,477,045 | $167.8M | 3.8% | — |
| 4 | NORGES BANK | 432,748 | $49.2M | 1.1% | NEW |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 378,529 | $43.0M | 1.0% | NEW |
| 6 | BANK OF AMERICA CORP /DE/ | 361,701 | $41.1M | 0.9% | ADD +31.5% |
| 7 | RENAISSANCE TECHNOLOGIES LLC | 171,500 | $19.5M | 0.4% | NEW |
| 8 | WELLS FARGO & COMPANY/MN | 27,669 | $3.1M | 0.1% | TRIM -54.2% |
| 9 | FMR LLC | 18,495 | $2.1M | 0.0% | NEAR_EXIT -86.2% |
| 10 | TWO SIGMA INVESTMENTS, LP | 8,354 | $949.1K | 0.0% | NEW |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 432,748 | — | $49.2M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | ADD | 275,019 | 361,701 | +31.5% | $41.1M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 171,500 | — | $19.5M | 2025-Q4 |
| FMR LLC | NEAR_EXIT | 133,596 | 18,495 | -86.2% | $2.1M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | NEW | — | 8,354 | — | $949.1K | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | ADD | 191,573 | 275,019 | +43.6% | $36.5M | 2025-Q3 |
| NORGES BANK | EXIT | 231,565 | 0 | -100.0% | $0.00 | 2025-Q3 |
| BERKSHIRE HATHAWAY INC | NEW | — | 33,796,541 | — | $4.8B | 2025-Q2 |
| NORGES BANK | NEW | — | 231,565 | — | $33.0M | 2025-Q2 |
| BANK OF AMERICA CORP /DE/ | TRIM | 301,944 | 191,573 | -36.6% | $27.3M | 2025-Q2 |
| WELLS FARGO & COMPANY/MN | TRIM | 60,564 | 27,720 | -54.2% | $3.9M | 2025-Q2 |
| CITADEL ADVISORS LLC | TRIM | 689,453 | 430,612 | -37.5% | $65.9M | 2025-Q1 |
| WELLS FARGO & COMPANY/MN | ADD | 33,607 | 60,564 | +80.2% | $9.3M | 2025-Q1 |
| ARIEL INVESTMENTS, LLC | EXIT | 235,058 | 0 | -100.0% | $0.00 | 2025-Q1 |
| NORGES BANK | EXIT | 48,794 | 0 | -100.0% | $0.00 | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | EXIT | 1,859 | 0 | -100.0% | $0.00 | 2025-Q1 |
| BERKSHIRE HATHAWAY INC | EXIT | 36,095,570 | 0 | -100.0% | $0.00 | 2025-Q1 |
| UBS Group AG | DOUBLED | 148,173 | 830,469 | +460.5% | $124.2M | 2024-Q4 |
| CITADEL ADVISORS LLC | TRIM | 1,021,689 | 689,453 | -32.5% | $103.1M | 2024-Q4 |
| WELLS FARGO & COMPANY/MN | TRIM | 54,299 | 33,607 | -38.1% | $5.0M | 2024-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 192,600 | 0 | -100.0% | $0.00 | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 501,601 | — | $82.2M | 2024-Q3 |
15 unique insiders with 6 transactions. Net insider value: -$200.1M ($0.00 bought, $200.1M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 15, 2026 | DESOER BARBARA J | Director | A | 250 | $0.00 | $0.00 |
| May 15, 2026 | Pullin Dennis W | Director | A | 250 | $0.00 | $0.00 |
| May 15, 2026 | Moore Gregory J. | Director | A | 250 | $0.00 | $0.00 |
| May 15, 2026 | YALE PHYLLIS R | Director | A | 250 | $0.00 | $0.00 |
| May 15, 2026 | Schoppert Wendy Lee | Director | A | 250 | $0.00 | $0.00 |
| May 15, 2026 | Arway Pamela M | Director | A | 250 | $0.00 | $0.00 |
| May 15, 2026 | Hollar Jason M. | Director | A | 250 | $0.00 | $0.00 |
| May 15, 2026 | HEARTY JAMES O | Chief Compliance Officer | SELL | 15,000 | $193.98 | $2.9M |
| May 15, 2026 | Schechter Adam H | Director | A | 250 | $0.00 | $0.00 |
| May 14, 2026 | HEARTY JAMES O | Chief Compliance Officer | M | 5,784 | $0.00 | $0.00 |
| May 14, 2026 | HEARTY JAMES O | Chief Compliance Officer | M | 5,784 | $110.63 | $639.9K |
| May 14, 2026 | HEARTY JAMES O | Chief Compliance Officer | D | 3,231 | $198.10 | $640.1K |
| May 14, 2026 | HEARTY JAMES O | Chief Compliance Officer | F | 1,117 | $198.10 | $221.3K |
| May 12, 2026 | Maughan David Paul | Chief Operating Officer, DKC | SELL | 13,456 | $199.25 | $2.7M |
| May 11, 2026 | Maughan David Paul | Chief Operating Officer, DKC | SELL | 7,073 | $199.15 | $1.4M |
| May 7, 2026 | ACKERMAN JOEL | CFO and Treasurer | SELL | 51,471 | $192.10 | $9.9M |
| May 6, 2026 | HEARTY JAMES O | Chief Compliance Officer | SELL | 2,184 | $174.87 | $381.9K |
| May 1, 2026 | BERKSHIRE HATHAWAY INC | 10%+ Owner | SELL | 1,220,376 | $149.84 | $182.9M |
| Mar 15, 2026 | DESOER BARBARA J | Director | A | 332 | $0.00 | $0.00 |
| Mar 15, 2026 | ACKERMAN JOEL | CFO and Treasurer | A | 15,427 | $0.00 | $0.00 |
| Mar 15, 2026 | Waters Kathleen Alyce | Chief Legal & Pub. Affairs Off | A | 8,610 | $0.00 | $0.00 |
| Mar 15, 2026 | HEARTY JAMES O | Chief Compliance Officer | A | 1,128 | $0.00 | $0.00 |
| Mar 15, 2026 | HEARTY JAMES O | Chief Compliance Officer | A | 3,050 | $0.00 | $0.00 |
| Mar 15, 2026 | HEARTY JAMES O | Chief Compliance Officer | F | 769 | $150.72 | $115.9K |
| Mar 15, 2026 | Moore Gregory J. | Director | A | 332 | $0.00 | $0.00 |
| Mar 15, 2026 | Maughan David Paul | Chief Operating Officer, DKC | F | 5,339 | $150.72 | $804.7K |
| Mar 15, 2026 | Rodriguez Javier | Chief Executive Officer | A | 20,900 | $0.00 | $0.00 |
| Mar 15, 2026 | Hollar Jason M. | Director | A | 332 | $0.00 | $0.00 |
| Mar 15, 2026 | Pullin Dennis W | Director | A | 332 | $0.00 | $0.00 |
| Mar 15, 2026 | Arway Pamela M | Director | A | 332 | $0.00 | $0.00 |
| Mar 15, 2026 | Waters Kathleen Alyce | Chief Legal & Pub. Affairs Off | F | 2,457 | $150.72 | $370.3K |
| Mar 15, 2026 | Maughan David Paul | Chief Operating Officer, DKC | A | 5,308 | $0.00 | $0.00 |
| Mar 15, 2026 | Schoppert Wendy Lee | Director | A | 332 | $0.00 | $0.00 |
| Mar 15, 2026 | Schechter Adam H | Director | A | 332 | $0.00 | $0.00 |
| Mar 15, 2026 | Waters Kathleen Alyce | Chief Legal & Pub. Affairs Off | A | 3,185 | $0.00 | $0.00 |
| Mar 15, 2026 | BERRY CHRISTOPHER MICHAEL | Chief Accounting Officer | A | 3,649 | $0.00 | $0.00 |
| Mar 15, 2026 | ACKERMAN JOEL | CFO and Treasurer | A | 5,706 | $0.00 | $0.00 |
| Mar 15, 2026 | Maughan David Paul | Chief Operating Officer, DKC | A | 14,351 | $0.00 | $0.00 |
| Mar 15, 2026 | ACKERMAN JOEL | CFO and Treasurer | F | 3,362 | $150.72 | $506.7K |
| Mar 15, 2026 | YALE PHYLLIS R | Director | A | 332 | $0.00 | $0.00 |
| Mar 15, 2026 | Rodriguez Javier | Chief Executive Officer | A | 56,506 | $0.00 | $0.00 |
| Mar 10, 2026 | Waters Kathleen Alyce | Chief Legal & Pub. Affairs Off | A | 4,829 | $0.00 | $0.00 |
| Mar 10, 2026 | ACKERMAN JOEL | CFO and Treasurer | A | 6,585 | $0.00 | $0.00 |
| Mar 10, 2026 | HEARTY JAMES O | Chief Compliance Officer | A | 1,756 | $0.00 | $0.00 |
| Feb 6, 2026 | Waters Kathleen Alyce | Chief Legal & Pub. Affairs Off | M | 8,079 | $0.00 | $0.00 |
| Feb 6, 2026 | Waters Kathleen Alyce | Chief Legal & Pub. Affairs Off | F | 817 | $149.22 | $121.9K |
| Feb 6, 2026 | Waters Kathleen Alyce | Chief Legal & Pub. Affairs Off | D | 5,898 | $149.22 | $880.1K |
| Feb 6, 2026 | Waters Kathleen Alyce | Chief Legal & Pub. Affairs Off | M | 8,079 | $108.93 | $880.0K |
| Feb 6, 2026 | ACKERMAN JOEL | CFO and Treasuer | M | 44,065 | $0.00 | $0.00 |
| Feb 6, 2026 | ACKERMAN JOEL | CFO and Treasuer | F | 5,100 | $149.22 | $761.0K |
3 SEC filing reports analyzed. Sentiment: 1 bullish, 1 bearish, 0 mixed, 1 neutral. Avg impact: 5.7/10.
NEUTRAL
CLUSTER
3/10
Two DaVita insiders — the Chief Compliance Officer and the COO of the DKC segment — sold a combined
May 18, 2026
BEARISH
CLUSTER
6/10
A cluster of insider selling at DaVita (DVA) totaling $12.57M in open-market sales occurred within t
May 18, 2026
BULLISH
8-K
8/10
DaVita reported Q1 2026 revenue of $3.416B (+6% YoY) and GAAP diluted EPS of $2.87, beating the Stre
May 5, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Hold (43% buy). Based on 14 analysts: 1 strong buy, 5 buy, 7 hold, 1 sell, 0 strong sell.
Analyst Price Targets
$193.71 mean target
-1.6% upside
Hold (2.75)
$145.00 Low
$235.00 High
| Metric | Value |
|---|---|
| Current Price | $196.87 |
| Target Low | $145.00 |
| Target Mean | $193.71 |
| Target Median | $201.00 |
| Target High | $235.00 |
| # Analysts | 7 |
| Recommendation | Hold (2.75) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| 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
| Timepoint | EPS Estimate | Change |
|---|---|---|
| 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
| Date | Analyst Firm | Action | Previous Rating | New 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
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| 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% | |
| Jan 1, 2026 | 0 | 1 | 10 | 5 | 1 | 6% |
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
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Apr 6, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
Recent Reddit Threads
DVA Rejected at $157 Pullback Incoming?
▲ 1
💬 0
⚡ 0.5
May 5, 2026
earnings_calendar
DVA Q1 2026 Earnings After Market Close — 2026-05-05
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)
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.
Mar 26, 2026
short_interest
FTD: DVA — 4,895 shares ($0.8M) failed to deliver
Settlement: 20260326, Price: $155.11, FTD Value: $759,263.45, DAVITA INC COM STK
Mar 23, 2026
dark_pool
Dark Pool: DVA — 0.8M shares, 28,471 trades
Week starting 2026-03-23. Total ATS volume: 770,251 shares across 28,471 trades.
Mar 16, 2026
dark_pool
Dark Pool: DVA — 1.2M shares, 42,883 trades
Week starting 2026-03-16. Total ATS volume: 1,216,689 shares across 42,883 trades.
Mar 13, 2026
short_interest
FTD: DVA — 5,183 shares ($0.8M) failed to deliver
Settlement: 20260313, Price: $153.06, FTD Value: $793,309.98, DAVITA INC COM STK
Mar 9, 2026
dark_pool
Dark Pool: DVA — 1.6M shares, 45,340 trades
Week starting 2026-03-09. Total ATS volume: 1,574,739 shares across 45,340 trades.