Recent discussions on X about DaVita Inc. (DVA) have centered on the company's stock performance following a series of downgrades and price target adjustments by analysts. Many users have highlighted a downgrade from a 'buy' to a 'hold' rating by a prominent research firm, sparking debates about the stock's near-term potential. The conversation reflects concern over a recent 2-3% daily dip in share price, with some pointing to broader healthcare spending trends as a potential drag on growth.
Additionally, there’s chatter on X about operational challenges that have persisted since DaVita's Q2 earnings, where a decline in patient treatment volumes disappointed investors despite beating earnings estimates. Some participants in the discussion speculate that these issues could weigh on the stock for the foreseeable future, while others argue the recent pullback might present a compelling entry point. This mix of opinions keeps the dialogue lively and polarized as investors assess the company’s outlook.
Note: This discussion summary was generated from an AI condensation of post data.
DaVita Inc. Congressional Stock Trading
Members of Congress have traded $DVA stock 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $DVA stock by members of Congress over the last 6 months:
- REPRESENTATIVE JULIE JOHNSON sold up to $15,000 on 09/25.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
DaVita Inc. Insider Trading Activity
DaVita Inc. insiders have traded $DVA stock on the open market 11 times in the past 6 months. Of those trades, 0 have been purchases and 11 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 10 sales selling 2,981,900 shares for an estimated $426,370,810.
- JAMES O HEARTY (Chief Compliance Officer) sold 2,351 shares for an estimated $352,650
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
DaVita Inc. Hedge Fund Activity
We have seen 243 institutional investors add shares of DaVita Inc. stock to their portfolio, and 301 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BERKSHIRE HATHAWAY INC removed 1,345,938 shares (-3.8%) from their portfolio in Q2 2025, for an estimated $191,728,868
- PACER ADVISORS, INC. added 456,285 shares (+4437.7%) to their portfolio in Q2 2025, for an estimated $64,997,798
- HOLOCENE ADVISORS, LP removed 409,638 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $58,352,933
- EPOCH INVESTMENT PARTNERS, INC. removed 399,500 shares (-97.9%) from their portfolio in Q2 2025, for an estimated $56,908,774
- GATES CAPITAL MANAGEMENT, INC. added 376,775 shares (+52.2%) to their portfolio in Q2 2025, for an estimated $53,671,598
- IRON TRIANGLE PARTNERS LP removed 319,566 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $45,522,176
- VANGUARD GROUP INC removed 306,538 shares (-6.1%) from their portfolio in Q2 2025, for an estimated $43,666,338
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
DaVita Inc. Government Contracts
We have seen $536,059,821 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 25 1ST QUARTER NDSC - DAVITA: $205,913,750
- EXPRESS REPORT: FY 24 1ST, 2ND, AND 3RD QUARTER NDSC: $131,332,191
- EXPRESS REPORT: FY 25 2ND QUARTER NDSC EXPRESS REPORT - DAVITA: $73,163,510
- EXPRESS REPORT: FY 25 AUGUST NDSC EXPRESS REPORT: $26,812,687
- EXPRESS REPORT: FY 25 JULY NDSC EXPRESS REPORT: $26,265,332
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
DaVita Inc. Analyst Ratings
Wall Street analysts have issued reports on $DVA in the last several months. We have seen 0 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- B of A Securities issued a "Underperform" rating on 09/10/2025
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 3 analysts offer price targets for $DVA in the last 6 months, with a median target of $149.0.
Here are some recent targets:
- Andrew Mok from Barclays set a target price of $149.0 on 10/09/2025
- Kevin Fischbeck from B of A Securities set a target price of $140.0 on 09/10/2025
- David Macdonald from Truist Securities set a target price of $164.0 on 05/19/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
