Integrated Wealth Concepts LLC Has $2.34 Million Stock Position in DaVita Inc. $DVA

Key Points

• Integrated Wealth Concepts increased its DaVita position by 164.5% in the second quarter, ending with 10,530 shares worth approximately $2.34 million. Institutional investors collectively own 90.12% of the company.
• DaVita exceeded quarterly expectations, reporting $4.02 in EPS on $3.55 billion in revenue, with revenue up 5.2% year over year. The company guided to fiscal 2026 EPS of $14.10–$15.20.
• Analyst sentiment is moderately bullish: four analysts rate DaVita a Buy and three rate it Hold, producing a consensus price target of $233.43 versus the reported share price of $189.66.

Integrated Wealth Concepts LLC lifted its position in shares of DaVita Inc. (NYSE:DVA - Free Report) by 164.5% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 10,530 shares of the company's stock after purchasing an additional 6,549 shares during the quarter. Integrated Wealth Concepts LLC's holdings in DaVita were worth $2,343,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also modified their holdings of the company. NewEdge Advisors LLC raised its stake in shares of DaVita by 66.4% in the 2nd quarter. NewEdge Advisors LLC now owns 361 shares of the company's stock valued at $80,000 after buying an additional 144 shares in the last quarter. IFP Advisors Inc lifted its holdings in shares of DaVita by 32.4% during the 2nd quarter. IFP Advisors Inc now owns 437 shares of the company's stock worth $97,000 after acquiring an additional 107 shares during the period. Allworth Financial LP boosted its position in shares of DaVita by 49.0% during the 2nd quarter. Allworth Financial LP now owns 1,603 shares of the company's stock valued at $357,000 after acquiring an additional 527 shares in the last quarter. Paragon Capital Management Ltd bought a new stake in DaVita in the second quarter valued at about $367,000. Finally, Nykredit A S acquired a new position in DaVita in the second quarter worth about $1,062,000. 90.12% of the stock is currently owned by institutional investors.

DaVita Trading Up 4.5%

Shares of DaVita stock opened at $189.66 on Tuesday. The stock has a market capitalization of $12.10 billion, a price-to-earnings ratio of 15.52, a P/E/G ratio of 0.47 and a beta of 0.83. The firm's 50-day moving average price is $203.10 and its two-hundred day moving average price is $185.95. 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 earnings results 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 company had revenue of $3.55 billion during the quarter, compared to analysts' expectations of $3.50 billion. DaVita had a net margin of 6.05% and a negative return on equity of 217.63%. DaVita's quarterly revenue was up 5.2% compared to the same quarter last year. During the same quarter in the previous year, the company posted $2.95 earnings per share. DaVita has set its FY 2026 guidance at 14.100-15.200 EPS. As a group, equities research analysts predict that DaVita Inc. will post 14.57 EPS for the current year.

Wall Street Analyst Weigh In

A number of research firms have weighed in on DVA. Deutsche Bank Aktiengesellschaft reaffirmed a "buy" rating and set a $265.00 price objective on shares of DaVita in a report on Wednesday, August 5th. Barclays increased 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. Truist Financial decreased their price target on DaVita from $250.00 to $215.00 and set a "hold" rating on the stock in a research note on Friday, August 7th. Weiss Ratings upgraded DaVita from a "hold (c+)" rating to a "buy (b-)" rating in a research report on Wednesday, August 5th. Finally, TD Cowen upgraded DaVita from a "hold" rating to a "buy" rating and increased their price objective for the stock from $201.00 to $220.00 in a research note on Friday, August 7th. Four analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat.com, DaVita currently has an average rating of "Moderate Buy" and a consensus price target of $233.43.

DaVita 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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