Curated Wealth Partners LLC Buys New Shares in DaVita Inc. $DVA

Key Points

• Curated Wealth Partners acquired 19,883 DaVita shares in the third quarter, valued at approximately $3.48 million. Institutional investors collectively own 90.12% of the company, with Berkshire Hathaway also holding a newly acquired stake.
• DaVita exceeded quarterly expectations, reporting $4.02 in EPS versus the $3.88 consensus and revenue of $3.55 billion. Revenue increased 5.2% year over year, and fiscal 2026 EPS guidance is $14.10–$15.20.
• Shares recently traded at $186.63, while analysts maintain a “Moderate Buy” consensus rating with an average price target of $233.43; TD Cowen upgraded the stock to “buy.”

Curated Wealth Partners LLC acquired a new stake in DaVita Inc. (NYSE:DVA - Free Report) during the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor acquired 19,883 shares of the company's stock, valued at approximately $3,478,000.

A number of other hedge funds have also recently added to or reduced their stakes in the company. Fifth Third Bancorp boosted its stake in shares of DaVita by 831.4% during the 1st quarter. Fifth Third Bancorp now owns 38,411 shares of the company's stock worth $5,903,000 after acquiring an additional 34,287 shares in the last quarter. Wellington Management Group LLP raised its stake in shares of DaVita by 305.1% in the second quarter. Wellington Management Group LLP now owns 9,610 shares of the company's stock valued at $2,138,000 after purchasing an additional 7,238 shares in the last quarter. Assenagon Asset Management S.A. raised its stake in shares of DaVita by 30.5% in the 2nd quarter. Assenagon Asset Management S.A. now owns 44,783 shares of the company's stock valued at $9,963,000 after buying an additional 10,477 shares in the last quarter. Berkshire Hathaway Inc bought a new stake in shares of DaVita in the 2nd quarter valued at approximately $6,425,269,000. Finally, SG Americas Securities LLC grew its position in DaVita by 27.4% in the first quarter. SG Americas Securities LLC now owns 212,293 shares of the company's stock valued at $32,627,000 after acquiring an additional 45,609 shares during the period. Institutional investors and hedge funds own 90.12% of the company's stock.

DaVita Price Performance

NYSE DVA traded up $5.93 on Thursday, reaching $186.63. The stock had a trading volume of 157,905 shares, compared to its average volume of 888,992. The firm has a fifty day moving average of $180.23 and a two-hundred day moving average of $190.34. The company has a market cap of $11.91 billion, a P/E ratio of 15.26, a price-to-earnings-growth ratio of 0.47 and a beta of 0.80. DaVita Inc. has a 1-year low of $101.00 and a 1-year high of $247.49.

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

Analyst Ratings Changes

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

DaVita Profile

DaVita Inc is a healthcare company focused on kidney care and renal disease management. Through its DaVita Kidney Care business, the company provides outpatient dialysis treatments for people with end-stage kidney disease, including hemodialysis and peritoneal dialysis, as well as home dialysis support.

The company also operates hospital-based dialysis programs and offers clinical, administrative and care-coordination services intended to support patients across the kidney-care journey.

Want to see what other hedge funds are holding DVA? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for DaVita Inc. (NYSE:DVA - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.