DaVita Inc. $DVA Shares Sold by Danske Bank A S

Key Points

• Danske Bank A S cut its DaVita stake by 75.3% in Q4, selling 16,168 shares and leaving 5,300 shares worth about $602,000, while institutional investors now own roughly 90.12% of the stock.
• DaVita beat Q1 estimates—EPS $2.87 vs. $2.33 and revenue $3.42B vs. $3.36B—and raised FY 2026 guidance to $14.10–$15.20, with the stock up about 1.9% and trading near its 12‑month high.
• Despite some upgrades and higher price targets from UBS and Barclays, Wall Street’s consensus remains a "Hold" with an average target of $155.80.

Danske Bank A S lowered its stake in DaVita Inc. (NYSE:DVA - Free Report) by 75.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 5,300 shares of the company's stock after selling 16,168 shares during the quarter. Danske Bank A S's holdings in DaVita were worth $602,000 at the end of the most recent quarter.

Several other institutional investors have also bought and sold shares of the stock. State of New Jersey Common Pension Fund D lifted its holdings in DaVita by 19.7% in the fourth quarter. State of New Jersey Common Pension Fund D now owns 18,504 shares of the company's stock worth $2,102,000 after purchasing an additional 3,043 shares during the period. Interchange Capital Partners LLC boosted its position in DaVita by 14.6% during the 4th quarter. Interchange Capital Partners LLC now owns 1,801 shares of the company's stock worth $205,000 after acquiring an additional 229 shares during the period. Comerica Bank boosted its position in DaVita by 13.0% during the 4th quarter. Comerica Bank now owns 39,756 shares of the company's stock worth $4,517,000 after acquiring an additional 4,563 shares during the period. Camelot Portfolios LLC acquired a new stake in DaVita during the 4th quarter worth about $57,000. Finally, Sanctuary Advisors LLC boosted its position in DaVita by 33.1% during the 4th quarter. Sanctuary Advisors LLC now owns 2,519 shares of the company's stock worth $286,000 after acquiring an additional 627 shares during the period. Institutional investors and hedge funds own 90.12% of the company's stock.

Wall Street Analysts Forecast Growth

A number of brokerages have commented on DVA. Wall Street Zen upgraded DaVita from a "hold" rating to a "buy" rating in a research report on Saturday, February 21st. Barclays raised their price target on DaVita from $143.00 to $158.00 and gave the stock an "equal weight" rating in a research note on Tuesday, February 3rd. UBS Group raised their price target on DaVita from $186.00 to $190.00 and gave the stock a "buy" rating in a research note on Wednesday, February 4th. TD Cowen reaffirmed a "hold" rating on shares of DaVita in a research note on Tuesday, February 3rd. Finally, Truist Financial set a $158.00 price target on DaVita in a research note on Thursday, February 5th. One research analyst has rated the stock with a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company currently has a consensus rating of "Hold" and an average target price of $155.80.

DaVita Stock Up 1.9%

Shares of DVA stock opened at $156.98 on Wednesday. DaVita Inc. has a 12 month low of $101.00 and a 12 month high of $159.42. The company has a market cap of $10.49 billion, a PE ratio of 15.84, a price-to-earnings-growth ratio of 0.54 and a beta of 0.84. The business's 50 day moving average is $151.30 and its two-hundred day moving average is $131.73.

DaVita (NYSE:DVA - Get Free Report) last issued its quarterly earnings data on Tuesday, May 5th. The company reported $2.87 earnings per share for the quarter, topping analysts' consensus estimates of $2.33 by $0.54. The business had revenue of $3.42 billion during the quarter, compared to analysts' expectations of $3.36 billion. DaVita had a net margin of 5.47% and a negative return on equity of 413.18%. DaVita's revenue for the quarter was up 6.0% on a year-over-year basis. During the same period in the previous year, the company earned $2.00 earnings per share. DaVita has set its FY 2026 guidance at 14.100-15.200 EPS. As a group, equities analysts expect that DaVita Inc. will post 14.16 EPS for the current fiscal year.

Key Stories Impacting DaVita

Here are the key news stories impacting DaVita this week:

• Positive Sentiment: Q1 earnings and revenue beat street estimates; EPS $2.87 vs. consensus and revenue topped expectations, showing operational strength. DaVita HealthCare (DVA) Tops Q1 Earnings and Revenue Estimates
• Positive Sentiment: Company raised its annual adjusted profit forecast, citing steady/strong demand for dialysis services — a clear driver for higher forward earnings expectations. DaVita lifts annual profit forecast on strong demand for dialysis services
• Positive Sentiment: Company commentary and PR emphasize clinical performance and operating rigor, reinforcing confidence in recurring dialysis revenue and margin durability. DaVita Inc. 1st Quarter 2026 Results
• Neutral Sentiment: Guidance range of $14.10–$15.20 roughly lines up with consensus (≈$14.13 midpoint), so while management raised the top-line outlook, the midpoint is close to expectations — limits the surprise factor. MarketBeat Q1 release & guidance
• Neutral Sentiment: Elevated intraday trading volume (~2M vs. ~985k average) indicates increased attention and liquidity, which can amplify price moves in either direction. DaVita’s Q1 CY2026 beats on revenue
• Negative Sentiment: Despite the beat, reported net margin was modest (≈5.5%) and the company showed a negative return on equity figure, which may concern some investors about capital structure or one-time items; watch commentary from the call for drivers. DaVita HealthCare: Q1 Earnings Snapshot

About DaVita

DaVita Inc NYSE: DVA is a leading provider of kidney care services, specializing in the management and operation of outpatient dialysis centers for patients with chronic kidney failure and end-stage renal disease. Headquartered in Denver, Colorado, the company offers a comprehensive suite of treatment modalities, including in-center hemodialysis, peritoneal dialysis, and home dialysis therapies. In addition to its core dialysis services, DaVita provides patient education, nutritional counseling, vascular access management and related laboratory services to support kidney health and overall patient well-being.

Since its formation in the mid-1990s through a clinical management services spin-off, DaVita has expanded both organically and through strategic partnerships and acquisitions.

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