Corient Private Wealth LP Sells 26,571 Shares of DaVita Inc. $DVA

Key Points

• Corient Private Wealth LP cut its DaVita stake by 49% in the second quarter, selling 26,571 shares and retaining 27,685 shares valued at approximately $6.16 million.
• DaVita reported quarterly EPS of $4.02, exceeding estimates of $3.88, while revenue rose 5.2% year over year to $3.55 billion. The company issued fiscal 2026 EPS guidance of $14.10–$15.20.
• Analyst sentiment remains positive, with four Buy ratings and three Holds; the stock has a “Moderate Buy” consensus and an average price target of $233.43, versus a recent price of $183.59.

Corient Private Wealth LP cut its stake in shares of DaVita Inc. (NYSE:DVA - Free Report) by 49.0% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 27,685 shares of the company's stock after selling 26,571 shares during the period. Corient Private Wealth LP's holdings in DaVita were worth $6,159,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of the business. Amundi raised its position in shares of DaVita by 1.2% in the second quarter. Amundi now owns 116,717 shares of the company's stock valued at $25,967,000 after buying an additional 1,417 shares in the last quarter. HighTower Advisors LLC increased its holdings in DaVita by 87.7% in the 2nd quarter. HighTower Advisors LLC now owns 13,683 shares of the company's stock valued at $3,044,000 after buying an additional 6,395 shares during the period. VIRGINIA RETIREMENT SYSTEMS ET Al acquired a new position in shares of DaVita in the 2nd quarter valued at approximately $3,537,000. HB Wealth Management LLC lifted its holdings in shares of DaVita by 27.0% during the 2nd quarter. HB Wealth Management LLC now owns 2,420 shares of the company's stock worth $538,000 after acquiring an additional 515 shares during the period. Finally, Compass Financial Management LLC acquired a new stake in shares of DaVita during the 2nd quarter worth approximately $72,000. Institutional investors own 90.12% of the company's stock.

DaVita Stock Up 0.3%

DVA opened at $183.59 on Friday. The stock has a market cap of $11.71 billion, a PE ratio of 15.02, a price-to-earnings-growth ratio of 0.47 and a beta of 0.83. The company has a fifty day moving average of $199.60 and a 200-day moving average of $186.70. DaVita Inc. has a twelve month low of $101.00 and a twelve month high of $247.49.

DaVita (NYSE:DVA - Get Free Report) last released its earnings results on Tuesday, August 4th. The company reported $4.02 EPS for the quarter, topping the consensus estimate of $3.88 by $0.14. The business had revenue of $3.55 billion during the quarter, compared to analysts' expectations of $3.50 billion. DaVita had a negative return on equity of 217.63% and a net margin of 6.05%.The firm's revenue was up 5.2% on a year-over-year basis. During the same quarter last year, the firm posted $2.95 earnings per share. DaVita has set its FY 2026 guidance at 14.100-15.200 EPS. Sell-side analysts anticipate that DaVita Inc. will post 14.57 EPS for the current fiscal year.

Analyst Ratings Changes

Several brokerages have commented on DVA. TD Cowen upgraded shares of DaVita from a "hold" rating to a "buy" rating and boosted their price objective for the company from $201.00 to $220.00 in a research report on Friday, August 7th. Barclays raised their price target on shares of DaVita from $218.00 to $224.00 and gave the company an "equal weight" rating in a research note on Wednesday, August 5th. Zacks Research cut shares of DaVita from a "strong-buy" rating to a "hold" rating in a research report on Monday, July 6th. Oppenheimer set a $220.00 price objective on shares of DaVita in a research note on Friday, August 7th. Finally, UBS Group raised their target price on shares of DaVita from $235.00 to $270.00 and gave the company a "buy" rating in a research report on Friday, July 10th. Four research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company's stock. According to data from MarketBeat, the company presently has an average rating of "Moderate Buy" and an average price target of $233.43.

DaVita Company Profile

DaVita Inc NYSE: DVA is a healthcare company focused primarily on kidney care. Through its DaVita Kidney Care business, the company provides outpatient dialysis services for people with chronic kidney failure, including in-center hemodialysis and home-based dialysis options. Its services also include clinical care, education, nutrition support and other resources intended to help patients manage kidney disease.

DaVita also provides broader kidney-care services, including chronic kidney disease management, care coordination and support for patients who may be candidates for kidney transplantation.

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