Redwood Investment Management LLC Purchases New Position in DaVita Inc. $DVA

Key Points

• Redwood Investment Management acquired 10,145 DaVita shares worth approximately $2.26 million during the second quarter. Other major investors, including Berkshire Hathaway and BlackRock, also established significant positions, while institutions collectively own 90.12% of the stock.
• 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 guided to fiscal 2026 EPS of $14.10–$15.20.
• Analyst sentiment is mixed, with a consensus “Hold” rating and an average price target of $221.75; recent targets range from $220 to $265. The stock opened at $180.34, below its 50-day moving average of $213.07.

Redwood Investment Management LLC acquired a new position in shares of DaVita Inc. (NYSE:DVA - Free Report) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 10,145 shares of the company's stock, valued at approximately $2,257,000.

Other large investors have also recently bought and sold shares of the company. Berkshire Hathaway Inc acquired a new stake in DaVita in the second quarter worth $6,425,269,000. BlackRock Inc. bought a new stake in shares of DaVita in the 2nd quarter valued at $547,520,000. Invesco Ltd. raised its stake in DaVita by 2.0% during the 3rd quarter. Invesco Ltd. now owns 1,679,248 shares of the company's stock worth $223,122,000 after buying an additional 32,358 shares during the period. Morgan Stanley lifted its holdings in DaVita by 5.1% during the fourth quarter. Morgan Stanley now owns 1,477,045 shares of the company's stock worth $167,807,000 after acquiring an additional 71,156 shares in the last quarter. Finally, Arrowstreet Capital Limited Partnership lifted its holdings in DaVita by 114.9% during the fourth quarter. Arrowstreet Capital Limited Partnership now owns 1,190,000 shares of the company's stock worth $135,196,000 after acquiring an additional 636,191 shares in the last quarter. Institutional investors own 90.12% of the company's stock.

DaVita Price Performance

DVA stock opened at $180.34 on Thursday. The stock has a market capitalization of $11.51 billion, a P/E ratio of 14.76, a P/E/G ratio of 0.59 and a beta of 0.88. DaVita Inc. has a fifty-two week low of $101.00 and a fifty-two week high of $247.49. The business has a 50-day moving average of $213.07 and a 200-day moving average of $182.80.

DaVita (NYSE:DVA - Get Free Report) last announced 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. DaVita had a negative return on equity of 217.63% and a net margin of 6.05%.The business had revenue of $3.55 billion for the quarter, compared to analyst estimates of $3.50 billion. During the same quarter last year, the firm earned $2.95 EPS. DaVita's revenue for the quarter was up 5.2% compared to the same quarter last year. DaVita has set its FY 2026 guidance at 14.100-15.200 EPS. Equities analysts expect that DaVita Inc. will post 14.57 EPS for the current year.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently commented on DVA shares. Oppenheimer set a $220.00 price target on DaVita in a research report on Friday, August 7th. Raymond James Financial set a $220.00 price objective on DaVita in a research report on Friday, August 7th. Deutsche Bank Aktiengesellschaft reissued a "buy" rating and set a $265.00 target price on shares of DaVita in a research note on Wednesday, August 5th. TD Cowen raised shares of DaVita from a "hold" rating to a "buy" rating and lifted their price target for the company from $201.00 to $220.00 in a research note on Friday, August 7th. Finally, Barclays upped their price target on shares of DaVita from $218.00 to $224.00 and gave the company an "equal weight" rating in a report on Wednesday, August 5th. Four investment analysts have rated the stock with a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company's stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of "Hold" and an average price target of $221.75.

Insider Buying and Selling

In related news, insider Kathleen Alyce Waters sold 15,405 shares of the stock in a transaction on Monday, June 15th. The shares were sold at an average price of $208.40, for a total transaction of $3,210,402.00. Following the completion of the transaction, the insider owned 109,194 shares in the company, valued at approximately $22,756,029.60. This represents a 12.36% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Insiders own 1.90% of the company's stock.

DaVita Company 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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