DaVita Inc. DVA reported third-quarter 2026 revenue of $3.6 billion, up 4.6% from a year earlier and slightly ahead of expectations. Gross profit rose to $1.1 billion, while operating profit came in at $499.3 million, down 1.3% year over year.
Net income attributable to common shareholders climbed to $222.9 million, a 48.3% increase from the prior year. Diluted earnings per share improved sharply to $3.40, topping the company’s year-ago result by 66.7%.
Cash generation was softer in the quarter, with cash from operating activities falling to $518.8 million. Capital spending on property and equipment totaled $159.5 million, while cash and equivalents ended at $495.6 million.
- Revenue: $3.6 billion, up 4.6%
- Net income: $222.9 million, up 48.3%
- Diluted EPS: $3.40, up 66.7%
- Cash from operations: $518.8 million
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
DaVita Inc. Insider Trading Activity
DaVita Inc. insiders have traded $DVA stock on the open market 9 times in the past 6 months. Of those trades, 0 have been purchases and 9 have been sales.
Here’s a breakdown of recent trading of $DVA stock by insiders over the last 6 months:
- HATHAWAY INC BERKSHIRE has made 0 purchases and 2 sales selling 1,403,356 shares for an estimated $219,377,971.
- JAVIER RODRIGUEZ (Chief Executive Officer) has made 0 purchases and 2 sales selling 69,407 shares for an estimated $14,532,108.
- DAVID PAUL MAUGHAN (Chief Operating Officer, DKC) has made 0 purchases and 2 sales selling 20,529 shares for an estimated $4,089,742.
- KATHLEEN ALYCE WATERS (Chief Legal & Pub. Affairs Off) has made 0 purchases and 2 sales selling 15,405 shares for an estimated $3,210,376.
- JAMES O HEARTY (Chief Compliance Officer) sold 15,000 shares for an estimated $2,909,745
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
DaVita Inc. Hedge Fund Activity
We have seen 304 institutional investors add shares of DaVita Inc. stock to their portfolio, and 286 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BERKSHIRE HATHAWAY INC removed 1,220,376 shares (-4.1%) from their portfolio in Q2 2026, for an estimated $271,509,252
- BANK OF AMERICA CORP /DE/ added 410,940 shares (+170.5%) to their portfolio in Q2 2026, for an estimated $91,425,931
- NEUBERGER BERMAN GROUP LLC added 393,492 shares (+74.0%) to their portfolio in Q2 2026, for an estimated $87,544,100
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 365,569 shares (+inf%) to their portfolio in Q2 2026, for an estimated $81,331,791
- WOODLINE PARTNERS LP removed 350,172 shares (-77.3%) from their portfolio in Q2 2026, for an estimated $77,906,266
- UBS GROUP AG removed 345,349 shares (-53.1%) from their portfolio in Q2 2026, for an estimated $76,833,245
- FREESTONE GROVE PARTNERS LP removed 315,157 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $70,116,129
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
DaVita Inc. Government Contracts
We have seen $181,090,169 of award payments to $DVA over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- EXPRESS REPORT: FY 26 NOVEMBER NDSC EXPRESS REPORT: $121,425,309
- EXPRESS REPORT: FY 26 OCTOBER NDSC EXPRESS REPORT: $26,893,447
- ON-SITE DIALYSIS SERVICES: $1,145,928
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.
DaVita Inc. Analyst Ratings
Wall Street analysts have issued reports on $DVA in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Deutsche Bank issued a "Buy" rating on 05/06/2026
To track analyst ratings and price targets for DaVita Inc., check out Quiver Quantitative's $DVA forecast page.
DaVita Inc. Price Targets
Multiple analysts have issued price targets for $DVA recently. We have seen 5 analysts offer price targets for $DVA in the last 6 months, with a median target of $218.0.
Here are some recent targets:
- Andrew Mok from Barclays set a target price of $218.0 on 07/09/2026
- Ryan Langston from TD Cowen set a target price of $201.0 on 05/11/2026
- David Macdonald from Truist Securities set a target price of $205.0 on 05/08/2026
- A.J. Rice from UBS set a target price of $235.0 on 05/07/2026
- Pito Chickering from Deutsche Bank set a target price of $220.0 on 05/06/2026
