Wellington Management Group LLP Has $2.14 Million Stock Position in DaVita Inc. $DVA

Key Points

• Wellington Management increased its DaVita position by 305.1% in the second quarter, ending with 9,610 shares valued at approximately $2.14 million. Institutional investors collectively own 90.12% of the company.
• DaVita exceeded quarterly expectations, reporting $4.02 in earnings per share and $3.55 billion in revenue, with revenue up 5.2% year over year. Management’s fiscal 2026 EPS guidance is $14.10–$15.20.
• Analysts maintain a “Moderate Buy” consensus rating with an average price target of $233.43, although Truist lowered its target to $215 and kept a Hold rating. DaVita shares recently opened at $181.36, below the consensus target.

Wellington Management Group LLP boosted its holdings in shares of DaVita Inc. (NYSE:DVA - Free Report) by 305.1% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 9,610 shares of the company's stock after buying an additional 7,238 shares during the quarter. Wellington Management Group LLP's holdings in DaVita were worth $2,138,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently bought and sold shares of DVA. Root Financial Partners LLC boosted its stake in shares of DaVita by 128.0% during the 1st quarter. Root Financial Partners LLC now owns 187 shares of the company's stock worth $29,000 after acquiring an additional 105 shares during the period. Caitlin John LLC bought a new stake in DaVita in the 4th quarter valued at $34,000. Sankala Group LLC acquired a new stake in DaVita during the 4th quarter valued at $39,000. Canada Pension Plan Investment Board acquired a new stake in DaVita during the 2nd quarter valued at $43,000. Finally, Kestra Advisory Services LLC bought a new position in DaVita during the fourth quarter worth $45,000. Institutional investors own 90.12% of the company's stock.

DaVita Price Performance

Shares of NYSE:DVA opened at $181.36 on Friday. DaVita Inc. has a 1 year low of $101.00 and a 1 year high of $247.49. The company has a market capitalization of $11.57 billion, a P/E ratio of 14.84, a P/E/G ratio of 0.47 and a beta of 0.83. The business's 50 day simple moving average is $205.09 and its 200 day simple moving average is $185.46.

DaVita (NYSE:DVA - Get Free Report) last released its earnings results on Tuesday, August 4th. The company reported $4.02 earnings per share for the quarter, topping the consensus estimate of $3.88 by $0.14. The firm had revenue of $3.55 billion during the quarter, compared to analysts' expectations of $3.50 billion. DaVita had a negative return on equity of 217.63% and a net margin of 6.05%.The company's quarterly revenue was up 5.2% on a year-over-year basis. During the same period in the prior year, the company earned $2.95 earnings per share. DaVita has set its FY 2026 guidance at 14.100-15.200 EPS. On average, sell-side analysts anticipate that DaVita Inc. will post 14.57 EPS for the current fiscal year.

Insider Buying and Selling

In other DaVita news, insider Kathleen Waters sold 15,405 shares of the firm's stock in a transaction that occurred on Monday, June 15th. The shares were sold at an average price of $208.40, for a total value of $3,210,402.00. Following the sale, the insider owned 109,194 shares in the company, valued at $22,756,029.60. This trade represents a 12.36% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. 1.90% of the stock is currently owned by insiders.

Analyst Ratings Changes

Several equities analysts have recently weighed in on DVA shares. Zacks Research lowered shares of DaVita from a "strong-buy" rating to a "hold" rating in a research report on Monday, July 6th. Weiss Ratings raised shares of DaVita from a "hold (c+)" rating to a "buy (b-)" rating in a report on Wednesday, August 5th. Truist Financial decreased their price target on shares of DaVita from $250.00 to $215.00 and set a "hold" rating on the stock in a research note on Friday, August 7th. Oppenheimer set a $220.00 price target on shares of DaVita in a report on Friday, August 7th. Finally, Raymond James Financial set a $220.00 price objective on shares of DaVita in a research report on Friday, August 7th. Four equities research 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, DaVita currently has an average rating of "Moderate Buy" and a consensus target price 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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