Dimensional Fund Advisors LP Grows Holdings in DaVita Inc. $DVA

Key Points

• Dimensional Fund Advisors LP increased its stake in DaVita by 8.8% in Q3 to 1,085,593 shares—about 1.54% ownership—valued at roughly $144.23 million.
• DaVita topped quarterly estimates with $3.40 EPS (vs. $3.24 expected) and $3.62B revenue (up 9.9% YoY), and issued FY2026 EPS guidance of $13.60–$15.00.
• Analyst sentiment is mixed: the consensus rating is a Hold with an average target of $155.80, though Barclays and UBS raised targets to $158 and $190 respectively and individual ratings range from Strong Buy to Sell.

Dimensional Fund Advisors LP boosted its stake in DaVita Inc. (NYSE:DVA - Free Report) by 8.8% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 1,085,593 shares of the company's stock after purchasing an additional 88,061 shares during the period. Dimensional Fund Advisors LP owned about 1.54% of DaVita worth $144,230,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also modified their holdings of the company. Canada Pension Plan Investment Board purchased a new stake in shares of DaVita in the 2nd quarter valued at $43,000. Employees Retirement System of Texas purchased a new stake in DaVita during the second quarter worth about $49,000. SJS Investment Consulting Inc. boosted its stake in shares of DaVita by 3,091.7% in the third quarter. SJS Investment Consulting Inc. now owns 383 shares of the company's stock valued at $51,000 after purchasing an additional 371 shares during the period. MAI Capital Management grew its holdings in shares of DaVita by 23.4% in the second quarter. MAI Capital Management now owns 438 shares of the company's stock valued at $62,000 after purchasing an additional 83 shares in the last quarter. Finally, Smartleaf Asset Management LLC lifted its holdings in DaVita by 34.9% during the 3rd quarter. Smartleaf Asset Management LLC now owns 452 shares of the company's stock worth $59,000 after buying an additional 117 shares in the last quarter. 90.12% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several equities analysts have commented on DVA shares. Barclays boosted their price target on shares of DaVita from $143.00 to $158.00 and gave the stock an "equal weight" rating in a research note on Tuesday, February 3rd. Zacks Research upgraded DaVita from a "hold" rating to a "strong-buy" rating in a report on Wednesday, February 4th. UBS Group increased their price target on DaVita from $186.00 to $190.00 and gave the company a "buy" rating in a research report on Wednesday, February 4th. Truist Financial set a $158.00 price objective on DaVita in a research report on Thursday, February 5th. Finally, Weiss Ratings restated a "hold (c)" rating on shares of DaVita in a research note on Monday, December 29th. One equities research analyst has rated the stock with a Strong Buy rating, one has given a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, DaVita currently has a consensus rating of "Hold" and an average target price of $155.80.

DaVita Trading Down 0.6%

Shares of NYSE:DVA opened at $151.67 on Wednesday. The firm has a 50 day simple moving average of $129.47 and a 200-day simple moving average of $126.69. DaVita Inc. has a twelve month low of $101.00 and a twelve month high of $159.42. The company has a market capitalization of $10.13 billion, a PE ratio of 15.30, a P/E/G ratio of 0.53 and a beta of 0.94.

DaVita (NYSE:DVA - Get Free Report) last announced its quarterly earnings results on Monday, February 2nd. The company reported $3.40 EPS for the quarter, topping the consensus estimate of $3.24 by $0.16. DaVita had a net margin of 5.47% and a negative return on equity of 413.18%. The firm had revenue of $3.62 billion for the quarter, compared to analyst estimates of $3.51 billion. During the same period last year, the business earned $2.24 EPS. DaVita's revenue for the quarter was up 9.9% compared to the same quarter last year. DaVita has set its FY 2026 guidance at 13.600-15.00 EPS. As a group, equities research analysts predict that DaVita Inc. will post 10.76 EPS for the current fiscal year.

DaVita Profile

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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