DVA

Headquartered in Denver, Colorado, DaVita Inc. (DVA) has built its business around kidney care, providing dialysis treatment for patients living with chronic kidney failure. The company, which carries a market cap of about $15.1 billion, operates a broad network of outpatient dialysis centers, clinical laboratories, and home dialysis programs. Its portfolio also extends to integrated kidney care, disease management, physician services, clinical research, transplant software, and administrative support for healthcare providers. Elon Musk Dubs Him ‘Scam Altman’ Not Sam — Then Altman Clapped Back: ‘Homeboy You’re The One Selling Space Datacenters’ Oracle Stock Crashes to a 52-Week Low. Here’s Why It Might Be Time to Buy. Short Seller Hunterbrook Attacked Bloom Energy’s Supply-Chain Claims. BE Stock Is Bruised, But Not Broken. Get exclusive insights with the FREE Barchart Brief newsletter. Subscribe now for quick, incisive midday market analysis you won't find anywhere else. Investors will soon get another look under the hood when DaVita reports its Q2 FY2026 results. Wall Street expects the company to post diluted EPS of $4.01, up 35.9% from $2.95 in the same quarter last year. In fact, DaVita has beaten analysts' earnings estimates in three of the past four quarters, giving the market another reason to watch this report closely. The optimism does not stop with one quarter. Analysts expect DaVita to deliver FY2026 diluted EPS of $15.07, representing year-over-year growth of 39.8%. They also project FY2027 diluted EPS of $18.37, pointing to another 21.9% increase from the previous year. The stock has already rewarded shareholders in a big way. Over the past 52 weeks, DaVita’s shares climbed 62.1%, comfortably outpacing the S&P 500 Index ($SPX), which gained 20.3% during the same period. The gap has widened even further in 2026. DVA stock has soared 104.6% year-to-date (YTD), while the benchmark index surged 10.2%. The comparison looks just as favorable within the healthcare space. DVA stock outperformed the State Street Health Care Select Sector SPDR ETF (XLV) across both time frames. The healthcare ETF returned 17.2% over the past 52 weeks and gained 2.3% on a YTD basis, leaving DaVita comfortably ahead. Much of that momentum gathered pace after the company's Q1 FY2026 earnings release on Tuesday, May 5. Investors responded enthusiastically, sending DVA stock u...

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. DaVita stock has delivered a 126.1% return over the past three years, yet valuation checks send mixed signals, with a Discounted Cash Flow (DCF) estimate pointing to a premium while market multiples suggest the shares may still be on the cheap side. DaVita's 126.1% three year return highlights how strongly the stock has rewarded investors who stayed invested over a multi year horizon. Expansion of DaVita's AI driven Integrated Kidney Care platform can support expectations for future cash flows. However, any setback in execution or value based care economics may weigh on what investors are willing to pay for those cash flows. With a value score of 3 out of 6, DaVita screens as a mixed picture rather than a clear bargain or clear overvaluation on the broader checks. The issue now is whether DaVita's current share price already reflects this three year run and growth story, or if the valuation still leaves room for further upside. DaVita delivered 64.8% returns over the last year. See how this stacks up to the rest of the Healthcare industry. The Discounted Cash Flow (DCF) approach estimates what DaVita might be worth today based on the cash it is expected to generate in the future. For DaVita, the model uses latest twelve month free cash flow of about $1.44b and assumes cash flows ease back from that level over time rather than grow aggressively. Using those inputs, the 2 Stage Free Cash Flow to Equity model points to an intrinsic value of about $197 per share. Compared with the current share price, this DCF output implies DaVita screens as roughly 19.0% overvalued. Because DaVita recently reported strong Q1 2026 results and is expanding its AI driven Integrated Kidney Care platform, a rich valuation may partly reflect the market giving full credit for execution on this kidney care strategy. On balance, the DCF workup suggests DaVita stock currently looks overvalued relative to its modeled cash flows. Our Discounted Cash Flow (DCF) analysis suggests DaVita may be overvalued by 19.0%. Discover 44 high quality undervalued stocks or create your own screener to find better value opportunities. Head to the Valuation section of our Company Report for more details on how we arrive at this Fair Value for DaVita. P/E is a useful yardstick for DaVita becaus...

In recent months, DaVita reported stronger-than-expected first quarter 2026 results, lifted its earnings outlook, and continued to outperform many healthcare peers. An interesting angle is DaVita’s rapid expansion of its value-based Integrated Kidney Care platform, which could reshape how it manages chronic kidney disease patients across the care continuum. Building on this, we’ll explore how the upgraded outlook and Integrated Kidney Care expansion may influence DaVita’s existing investment narrative. The future of work is here. Discover the 31 top robotics and automation stocks leading the charge in AI-driven automation and industrial transformation. To own DaVita, you need to believe dialysis and kidney care remain a durable, cash‑generating niche, supported by steady treatment demand and tight cost control. In the near term, a key catalyst is whether volume and earnings can keep tracking above expectations, as seen in the strong Q1 2026 beat and upgraded outlook. The biggest risk is still that treatment volumes stall if mortality and missed treatments remain elevated; this latest report does not remove that concern. The most relevant announcement here is DaVita’s rapid build‑out of its value‑based Integrated Kidney Care platform. This sits directly at the intersection of the company’s growth and margin story, because performance payments and better care coordination could offset reimbursement pressure and slower core dialysis growth. The Q1 2026 results, paired with this expansion, suggest the investment case is increasingly tied to how effectively DaVita can turn integrated care into a meaningful earnings pillar. Yet, behind the strong quarter, investors should be aware of the ongoing risk that treatment volumes could face structural pressure if... Read the full narrative on DaVita (it's free!) DaVita's narrative projects $15.7 billion revenue and $1.1 billion earnings by 2029. This requires 4.2% yearly revenue growth and a roughly $343.6 million earnings increase from $756.4 million today. Uncover how DaVita's forecasts yield a $193.71 fair value, a 8% downside to its current price. Some of the most optimistic analysts were already assuming DaVita might reach about US$15.3 billion in revenue and US$1.1 billion in earnings by 2028, which is far more upbeat than the baseline view. If you put that next to the recent Q1 2026 beat and the uncertainties arou...

As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q1. Today, we are looking at outpatient & specialty care stocks, starting with DaVita (NYSE:DVA). The outpatient and specialty care industry delivers targeted medical services in non-hospital settings that are often cost-effective compared to inpatient alternatives. This means that they are more desired as rising healthcare costs and ways to combat them become more and more top-of-mind. Outpatient and specialty care providers boast revenue streams that are stable due to the recurring nature of treatment for chronic conditions and long-term patient relationships. However, their reliance on government reimbursement programs like Medicare means stroke-of-the-pen risk. Additionally, scaling a network of facilities can be capital-intensive with uneven return profiles amid competition from integrated healthcare systems. Looking ahead, the industry is positioned to grow as demand for outpatient services expands, driven by aging populations, a rising prevalence of chronic diseases, and a shift toward value-based care models. Tailwinds include advancements in medical technology that support more complex procedures in outpatient settings and the increasing focus on preventive care, which can be aided by data and AI. However, headwinds such as reimbursement rate cuts, labor shortages, and the financial strain of digitization may temper growth. The 7 outpatient & specialty care stocks we track reported a strong Q1. As a group, revenues beat analysts’ consensus estimates by 1.9% while next quarter’s revenue guidance was in line. Luckily, outpatient & specialty care stocks have performed well with share prices up 35% on average since the latest earnings results. With over 2,600 dialysis centers across the United States and a presence in 13 countries, DaVita (NYSE:DVA) operates a network of dialysis centers providing treatment and care for patients with chronic kidney disease and end-stage kidney disease. DaVita reported revenues of $3.42 billion, up 6% year on year. This print exceeded analysts’ expectations by 2.1%. Overall, it was a very strong quarter for the company with a beat of analysts’ EPS estimates and an impressive beat of analysts’ full-year EPS guidance estimates. "DaVita's foundation is clinical excellence, driven by operating rig...

A month has gone by since the last earnings report for DaVita HealthCare (DVA). Shares have added about 0.6% in that time frame, underperforming the S&P 500. Will the recent positive trend continue leading up to its next earnings release, or is DaVita HealthCare due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the latest earnings report in order to get a better handle on the important drivers. DaVita delivered adjusted earnings per share from continuing operations of $2.87 in the first quarter of 2026, up 43.5% year over year. The figure surpassed the Zacks Consensus Estimate by 19.1%. GAAP earnings per share from continuing operations for the quarter was also $2.87, reflecting an uptick of 43.5% year over year. Revenues of $3.42 billion in the first quarter increased 5.9% year over year. The figure topped the Zacks Consensus Estimate by 3.5%. RPT in the first quarter of 2026 was $417.6 million, up 4.4% year over year, but down 1.2% sequentially. Per management, the sequential decline was primarily the result of the typical first-quarter headwind from patient-pay responsibility. DaVita generates revenues via two sources — Dialysis patient service revenues and Other revenues. The dialysis patient service revenues were $3.27 billion, up 5.5% year over year. Other revenues were $142.8 million, up 18.4% from the year-ago quarter’s figure. Per management, the total U.S. dialysis treatments for the first quarter were 7,029,525 or 91,650 per day, on average. This represents a per-day increase of 0.05% on a sequential basis. Normalized non-acquired treatment increased 0.1% year over year in the first quarter of 2026. As of March 31, 2026, DaVita provided dialysis services to around 296,300 patients at 3,262 outpatient dialysis centers, of which 2,666 were U.S. centers while 596 were located across 14 other countries. As of March 31, 2026, DVA had approximately 62,600 patients in risk-based integrated care arrangements in its Integrated Kidney Care business, representing $5.4 billion in annualized medical spend. The company also had an additional 6,300 patients in other integrated care arrangements. In the quarter under review, DaVita’s gross profit increased 9.1% year over year to $1.07 billion. The gross margin expanded 90 basis points (bps) to 31.4%. General & administrative expenses climbed 12....

DaVita’s first quarter results were met with a strongly positive market reaction, reflecting operational execution and ongoing cost control. Management attributed the quarter’s outperformance to balanced gains across treatment volume, revenue per treatment, and cost management, aided by productivity improvements and favorable patient outcomes. CEO Javier Rodriguez highlighted the continued momentum of the company’s Integrated Kidney Care (IKC) business, which delivered year-over-year improvements in quality and cost metrics within the CMS Comprehensive Kidney Care Contracting program. Management also emphasized investments in technology and data infrastructure as foundational to clinical and operational excellence. Is now the time to buy DVA? Find out in our full research report (it’s free). Revenue: $3.42 billion vs analyst estimates of $3.35 billion (6% year-on-year growth, 2.1% beat) Adjusted EPS: $2.87 vs analyst estimates of $2.33 (23.2% beat) Adjusted EBITDA: $659.8 million vs analyst estimates of $610.7 million (19.3% margin, 8.1% beat) Management raised its full-year Adjusted EPS guidance to $14.65 at the midpoint, a 2.4% increase Operating Margin: 14.1%, in line with the same quarter last year Sales Volumes were flat year on year (-1.6% in the same quarter last year) Market Capitalization: $12.77 billion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Kevin Fischbeck (Bank of America) asked how weather and flu season affected volume and whether improved mortality was sustainable. CFO Joel Ackerman explained weather and flu were in line with forecasts, and the improved mortality was likely driven by underlying trends rather than seasonal factors. Andrew Mok (Barclays) inquired about DaVita’s ability to capture market share due to Fresenius clinic closures. CEO Javier Rodriguez noted competitive efforts to retain patients but said DaVita is actively making its network accessible to new patients and physicians. Pito Chickering (Deutsche Bank) asked how new patient admissions and Fresenius transfers would impact treatment growth throughout the year. Ackerman projected that most transfers would occur by the seco...

Hims & Hers Health, Inc. HIMS reported quarterly adjusted loss per share of 18 cents in first-quarter 2026, against the year-ago period’s adjusted earnings per share (EPS) of 20 cents and the Zacks Consensus Estimate of EPS of 4 cents. Hims & Hers registered revenues of $608.1 million in the first quarter, up 3.8% year over year. However, the figure lagged the Zacks Consensus Estimate by 1.9%. Solid revenues from the Rest of the World segment drove the top line. Shares of this company lost nearly 15.2% in today’s pre-market trading. In the first quarter of 2026, revenues in the United States declined 8.4% year over year to $529.9 million. Rest of the World revenues grossed $78.2 million, up from the year-ago quarter’s $7.3 million. During the reported quarter, subscribers were 2.6 million, up 9.2% year over year. Monthly online revenue per average subscriber decreased 5.9% year over year to $80 in the first quarter. Per management, the decrease was primarily due to the shift to shorter shipping cadences for certain of HIMS’ offerings. Hims & Hers Health, Inc. price-consensus-eps-surprise-chart | Hims & Hers Health, Inc. Quote In the first quarter of 2026, Hims & Hers’ gross profit decreased 7.9% year over year to $396.8 million. The gross margin contracted 825 basis points (bps) to 65.2%. Marketing expenses decreased 3.9% year over year to $222 million, while technology and development expenses jumped 56.9% year over year to $46.9 million. General and administrative expenses surged 125.6% year over year to $109.7 million, while operations and support expenses increased 53.1% year over year to $96.5 million. Operating expenses of $475.1 million increased 27.4% year over year. Operating loss totaled $78.3 million against the year-ago quarter’s operating profit of $57.9 million. Hims & Hers exited first-quarter 2026 with cash and cash equivalents and short-term investments of $750.9 million compared with $577.5 million at the end of 2025. Net cash provided by operating activities at the end of first-quarter 2026 was $89.4 million compared with $109.1 million a year ago. Hims & Hers has provided its revenue outlook for the second quarter and raised the same for 2026. The company projects revenues for the second quarter of 2026 in the range of $680 million to $700 million, reflecting an uptick of 25%-28% year over year. The Zacks Consensus Estimate is pegged at $...

DaVita HealthCare (DVA) appears an attractive pick given a noticeable improvement in the company's earnings outlook. The stock has been a strong performer lately, and the momentum might continue with analysts still raising their earnings estimates for the company. The rising trend in estimate revisions, which is a result of growing analyst optimism on the earnings prospects of this kidney dialysis provider, should get reflected in its stock price. After all, empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements. This insight is at the core of our stock rating tool -- the Zacks Rank. The five-grade Zacks Rank system, which ranges from a Zacks Rank #1 (Strong Buy) to a Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record of outperformance, with Zacks #1 Ranked stocks generating an average annual return of +25% since 2008. Consensus earnings estimates for the next quarter and full year have moved considerably higher for DaVita HealthCare, as there has been strong agreement among the covering analysts in raising estimates. The chart below shows the evolution of forward 12-month Zacks Consensus EPS estimate: For the current quarter, the company is expected to earn $4.01 per share, which is a change of +35.9% from the year-ago reported number. The Zacks Consensus Estimate for DaVita HealthCare has increased 5.58% over the last 30 days, as one estimate has gone higher compared to no negative revisions. For the full year, the company is expected to earn $15.07 per share, representing a year-over-year change of +39.8%. In terms of estimate revisions, the trend for the current year also appears quite encouraging for DaVita HealthCare. Over the past month, three estimates have moved higher compared to no negative revisions, helping the consensus estimate increase 6.44%. The promising estimate revisions have helped DaVita HealthCare earn a Zacks Rank #1 (Strong Buy). The Zacks Rank is a tried-and-tested rating tool that helps investors effectively harness the power of earnings estimate revisions and make the right investment decision. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Our research shows that stocks with Zacks Rank #1 (Strong Buy) and 2 (Buy) significantly outperform the S&P 500. While strong estimate revisions for DaVita Heal...

DaVita Inc. recently reported past first‑quarter 2026 results, with revenue rising to US$3.42 billion from US$3.22 billion and net income increasing to US$197.53 million from US$162.92 million a year earlier. Earnings strength, reflected in diluted EPS from continuing operations of US$2.87 versus US$2.00 a year ago, led management to raise full‑year adjusted EPS guidance and tighten its operating income outlook. Next, we’ll examine how DaVita’s upgraded full‑year earnings guidance influences its existing investment narrative around efficiency, growth, and risks. We've uncovered the 12 dividend fortresses yielding 5%+ that don't just survive market storms, but thrive in them. To own DaVita, you need to believe that steady dialysis demand and efficiency gains can offset reimbursement pressure and volume headwinds. The latest quarter’s stronger earnings and raised guidance support the near term catalyst around improving margins and treatment volumes, while also easing (but not removing) concerns that elevated mortality and missed treatments could cap growth if these trends reverse. Among recent announcements, the ongoing share repurchase activity stands out alongside the Q1 beat, given DaVita’s long running buyback program. For investors focused on catalysts, combining rising adjusted EPS guidance with a shrinking share count can amplify per share earnings power, although it also increases sensitivity to any future pressure on treatment volumes or reimbursement. Yet, behind the stronger quarter, there is still meaningful uncertainty around reimbursement updates and how quickly patient volumes can normalize, which investors should be aware of… Read the full narrative on DaVita (it's free!) DaVita's narrative projects $15.2 billion revenue and $914.0 million earnings by 2029. This requires 3.6% yearly revenue growth and a $192.2 million earnings increase from $721.8 million today. Uncover how DaVita's forecasts yield a $151.71 fair value, a 22% downside to its current price. Some of the most cautious analysts were assuming revenue of about US$15.3 billion and earnings of roughly US$803 million by 2029, so this earnings beat and higher guidance could nudge their already pessimistic views, especially if IT spending and payer mix trends do not improve as quickly as hoped. Explore 3 other fair value estimates on DaVita - why the stock might be worth as much as $151.7...

Becton, Dickinson and Company BDX, popularly known as BD, delivered adjusted earnings per share (EPS) of $2.90 in the second quarter of fiscal 2026, up 3.9% year over year. The figure topped the Zacks Consensus Estimate by 4.8%. The adjustments include expenses related to purchase accounting adjustments and restructuring costs, among others. GAAP loss per share for the quarter was 13 cents against the year-ago quarter’s EPS of 55 cents. BD registered revenues of $4.71 billion in the fiscal second quarter, up 5.2% year over year on a reported basis. The figure surpassed the Zacks Consensus Estimate by 1%. At constant exchange rate (CER), revenues climbed 2.6% year over year. Robust performances by all the segments on a reported basis drove the top-line improvement. Shares of this company gained nearly 2.5% in today’s pre-market trading. Effective Oct. 1, 2025, BD had reorganized its organizational units into five distinct, separately-managed segments, which are based on the nature of its product and service offerings. However, subsequent to the spin-off of BDX's former Biosciences and Diagnostic Solutions business and the combination of the business with Waters, the Life Sciences segment was eliminated, leaving the company with four distinct, separately-managed segments. In the quarter under review, the Medical Essentials segment reported revenues of $1.65 billion, up 4.7% and 1.7% from the year-ago quarter on a reported basis and at CER, respectively. Revenues in the Connected Care segment totaled $1.12 billion, up 4.9% year over year on a reported basis and 3.2% at CER. BioPharma Systems segment generated revenues of $590 million, up 2.5% from the year-ago quarter on a reported basis, but down 1.8% at CER. BD Interventional segment generated revenues of $1.36 billion, up 7.3% from the year-ago quarter on a reported basis and 5.3% at CER. In the second quarter of fiscal 2026, revenues in the United States improved 5.1% year over year to $2.92 billion. International revenues grossed $1.79 billion, up 5.5% from the year-ago quarter on a reported basis, but down 1.4% at CER. Becton, Dickinson and Company price-consensus-eps-surprise-chart | Becton, Dickinson and Company Quote In the quarter under review, BD’s gross profit increased 15.7% year over year to $2.15 billion. The gross margin expanded 415 basis points (bps) to 45.7%. Selling and administrative expens...

DaVita Inc. DVA delivered adjusted earnings per share (EPS) from continuing operations of $2.87 in the first quarter of 2026, up 43.5% year over year. The figure surpassed the Zacks Consensus Estimate by 19.1%. GAAP EPS from continuing operations for the quarter was also $2.87, reflecting an uptick of 43.5% year over year. Revenues of $3.42 billion in the first quarter increased 5.9% year over year. The figure topped the Zacks Consensus Estimate by 3.5%. Revenue per treatment (RPT) in the first quarter of 2026 was $417.6 million, up 4.4% year over year, but down 1.2% sequentially. Per management, the sequential decline was primarily the result of the typical first-quarter headwind from patient-pay responsibility. Shares of this company gained nearly 6.1% in today’s pre-market trading. DaVita generates revenues via two sources — Dialysis patient service revenues and Other revenues. The dialysis patient service revenues were $3.27 billion, up 5.5% year over year. Other revenues were $142.8 million, up 18.4% from the year-ago quarter’s figure. Per management, the total U.S. dialysis treatments for the first quarter were 7,029,525 or 91,650 per day, on average. This represents a per-day increase of 0.05% on a sequential basis. Normalized non-acquired treatment increased 0.1% year over year in the first quarter of 2026. As of March 31, 2026, DaVita provided dialysis services to around 296,300 patients at 3,262 outpatient dialysis centers, of which 2,666 were U.S. centers while 596 were located across 14 other countries. As of March 31, 2026, DVA had approximately 62,600 patients in risk-based integrated care arrangements in its Integrated Kidney Care business, representing $5.4 billion in annualized medical spend. The company also had an additional 6,300 patients in other integrated care arrangements. DaVita Inc. price-consensus-eps-surprise-chart | DaVita Inc. Quote In the quarter under review, DaVita’s gross profit increased 9.1% year over year to $1.07 billion. The gross margin expanded 90 basis points (bps) to 31.4%. General & administrative expenses climbed 12.8% year over year to $421.9 million. Adjusted operating profit totaled $651.4 million, reflecting a 6.8% increase from the prior-year quarter’s level. Adjusted operating margin in the first quarter expanded 15 bps to 19.1%. DaVita exited first-quarter 2026 with cash and cash equivalents and short-term...

DENVER, May 5, 2026 /PRNewswire/ -- DaVita Inc. (NYSE: DVA) announced financial and operating results for the quarter ended March 31, 2026. "DaVita's foundation is clinical excellence, driven by operating rigor that produces durable results," said Javier Rodriguez, CEO of DaVita Inc. "We have consistently delivered exceptional clinical outcomes and strong financial performance, and this quarter is no exception." Financial and operating highlights for the quarter and year ended March 31, 2026: Consolidated revenues were $3.416 billion. Operating income was $482 million. Diluted earnings per share from continuing operations was $2.87. Operating cash flow was $321 million and free cash flow was $140 million. Repurchased 3.0 million shares of the Company's common stock at an average price paid of $133.70 per share. U.S. dialysis metrics: Volume: Total U.S. dialysis treatments for the first quarter of 2026 were 7,029,525, or an average of 91,650 treatments per day, representing a per day increase of 0.05% compared to the fourth quarter of 2025. Normalized non-acquired treatment growth in the first quarter of 2026 compared to the first quarter of 2025 was 0.1%. Primary drivers of the changes in the table above were as follows: Revenue: The quarter change was primarily driven by the seasonal impact of co-insurance and deductibles and other normal fluctuations, partially offset by increases in average reimbursement rates, including Medicare base rate and other annual rate increases. The change from prior year quarter was driven by an increase in average reimbursement rates from normal annual increases, including Medicare base rate, and other normal fluctuations. Patient care costs: The quarter change was primarily due to increased compensation expenses and insurance costs, partially offset by decreased health benefits expense and pharmaceutical costs. The change from prior year quarter was primarily driven by increased compensation expenses, insurance costs and medical supplies expense. General and administrative: The quarter change was primarily due to decreased professional fees and health benefits expense, partially offset by increased compensation expenses. The change from prior year quarter was primarily driven by increases in IT-related costs and compensation expenses. Certain items impacting the quarter: Share repurchases. During the three months ended March...