Mirae Asset Global Investments Co. Ltd. Buys 11,718 Shares of DaVita Inc. $DVA

Mirae Asset Global Investments Co. Ltd. lifted its position in DaVita Inc. (NYSE:DVA) by 175.1% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 18,409 shares of the company’s stock after acquiring an additional 11,718 shares during the quarter. Mirae Asset Global Investments Co. Ltd.’s holdings in DaVita were worth $2,446,000 at the end of the most recent reporting period.

A number of other large investors also recently made changes to their positions in DVA. Man Group plc grew its position in DaVita by 1,608.6% in the 2nd quarter. Man Group plc now owns 285,809 shares of the company’s stock worth $40,713,000 after purchasing an additional 269,081 shares in the last quarter. Norges Bank bought a new position in shares of DaVita in the second quarter valued at approximately $32,986,000. VIRGINIA RETIREMENT SYSTEMS ET Al purchased a new stake in shares of DaVita during the second quarter valued at approximately $21,554,000. Arrowstreet Capital Limited Partnership lifted its holdings in DaVita by 132.1% during the second quarter. Arrowstreet Capital Limited Partnership now owns 264,084 shares of the company’s stock worth $37,619,000 after acquiring an additional 150,318 shares during the period. Finally, Rakuten Investment Management Inc. purchased a new position in DaVita in the third quarter worth $19,875,000. 90.12% of the stock is owned by institutional investors.

DaVita News Roundup

Here are the key news stories impacting DaVita this week:

• Positive Sentiment: Q4 EPS beat — DaVita reported $3.40 EPS, above Zacks’ $3.24 estimate and ahead of other consensus figures, signaling better-than-expected profitability for the quarter. DaVita HealthCare (DVA) Q4 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Revenue beat and growth — Total Q4 revenue was $3.62B (≈+9.9% YoY), above analyst estimates, supporting the top‑line beat and suggesting steady demand for dialysis services. DaVita Inc. 4th Quarter 2025 Results
• Positive Sentiment: Raised FY‑2026 guidance — Management set EPS guidance of $13.60–$15.00 for FY‑2026, above the consensus (~$12.80), a key driver of the post‑earnings rally. Reuters notes the company forecast profit above estimates on steady dialysis demand. DaVita forecasts 2026 profit above estimates
• Neutral Sentiment: Mixed operating metrics — Detailed filings show revenue and operating profit improved materially (gross profit +13%, operating profit +~37%), but net income and cash balances were down YoY and liabilities increased — a mixed signal for longer‑term cash generation. DaVita Inc. (DVA) Releases Q4 2025 Earnings
• Negative Sentiment: Institutional selling and analyst caution — Recent filings show significant position reductions by large holders (e.g., Berkshire Hathaway trimmed exposure in prior quarters) and at least one underperform rating remains, which could cap upside if selling continues. DaVita Inc. (DVA) Releases Q4 2025 Earnings (institutional moves & targets)

DaVita Trading Up 1.7%

DVA stock opened at $111.21 on Tuesday. The firm has a 50 day moving average of $113.42 and a 200-day moving average of $124.86. The firm has a market capitalization of $7.85 billion, a P/E ratio of 11.45, a price-to-earnings-growth ratio of 0.67 and a beta of 0.99. DaVita Inc. has a 12 month low of $101.00 and a 12 month high of $178.47.

DaVita (NYSE:DVA) last posted its earnings results on Monday, February 2nd. The company reported $3.40 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.24 by $0.16. The business had revenue of $3.62 billion for the quarter, compared to analysts’ expectations of $3.51 billion. DaVita had a net margin of 5.80% and a negative return on equity of 13,370.89%. The business’s revenue for the quarter was up 9.9% compared to the same quarter last year. During the same period in the prior year, the company posted $2.24 EPS. DaVita has set its FY 2026 guidance at 13.600-15.00 EPS. Sell-side analysts predict that DaVita Inc. will post 10.76 EPS for the current year.

Wall Street Analysts Forecast Growth

DVA has been the topic of a number of recent analyst reports. Zacks Research upgraded DaVita from a “strong sell” rating to a “hold” rating in a research note on Friday, November 28th. Barclays dropped their target price on shares of DaVita from $149.00 to $143.00 and set an “equal weight” rating on the stock in a research note on Thursday, October 30th. TD Cowen reaffirmed a “hold” rating on shares of DaVita in a report on Monday, November 3rd. Truist Financial reduced their price objective on DaVita from $140.00 to $128.00 and set a “hold” rating for the company in a report on Monday, January 5th. Finally, Wall Street Zen cut DaVita from a “buy” rating to a “hold” rating in a research report on Saturday, October 11th. One investment analyst has rated the stock with a Buy rating, five have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average price target of $145.60.

About DaVita

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.