Chicago Partners Investment Group LLC Takes $440,000 Position in DaVita Inc. $DVA

Chicago Partners Investment Group LLC purchased a new position in DaVita Inc. (NYSE:DVA) during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund purchased 2,886 shares of the company’s stock, valued at approximately $440,000.

Several other institutional investors also recently bought and sold shares of DVA. Invesco Ltd. raised its holdings in DaVita by 2.0% in the third 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 last quarter. Morgan Stanley boosted its stake in DaVita by 5.1% during the 4th quarter. Morgan Stanley now owns 1,477,045 shares of the company’s stock valued at $167,807,000 after purchasing an additional 71,156 shares during the last quarter. Arrowstreet Capital Limited Partnership increased its holdings in shares of DaVita by 114.9% in the 4th quarter. Arrowstreet Capital Limited Partnership now owns 1,190,000 shares of the company’s stock worth $135,196,000 after purchasing an additional 636,191 shares in the last quarter. Dimensional Fund Advisors LP raised its stake in shares of DaVita by 0.3% in the fourth quarter. Dimensional Fund Advisors LP now owns 1,089,100 shares of the company’s stock worth $123,733,000 after purchasing an additional 3,507 shares during the last quarter. Finally, LSV Asset Management lifted its holdings in shares of DaVita by 1.1% during the fourth quarter. LSV Asset Management now owns 936,768 shares of the company’s stock valued at $106,426,000 after purchasing an additional 9,739 shares in the last quarter. 90.12% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several equities analysts have issued reports on DVA shares. Truist Financial upped their target price on shares of DaVita from $205.00 to $250.00 and gave the company a “hold” rating in a research note on Tuesday, July 14th. Zacks Research cut shares of DaVita from a “strong-buy” rating to a “hold” rating in a report on Monday, July 6th. TD Cowen lifted their target price on shares of DaVita from $144.00 to $201.00 and gave the stock a “hold” rating in a research report on Monday, May 11th. UBS Group increased their price target on DaVita from $235.00 to $270.00 and gave the company a “buy” rating in a report on Friday, July 10th. Finally, Barclays lifted their price objective on DaVita from $194.00 to $218.00 and gave the stock an “equal weight” rating in a report on Wednesday, July 8th. Two equities research analysts have rated the stock with a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Hold” and an average price target of $216.50.

DaVita Price Performance

NYSE:DVA opened at $236.93 on Monday. DaVita Inc. has a one year low of $101.00 and a one year high of $239.64. The business has a fifty day moving average price of $209.94 and a 200-day moving average price of $164.85. The firm has a market capitalization of $15.21 billion, a price-to-earnings ratio of 21.98, a price-to-earnings-growth ratio of 0.78 and a beta of 0.88.

DaVita (NYSE:DVA) last released its earnings results on Tuesday, May 5th. The company reported $2.87 earnings per share for the quarter, beating the consensus estimate of $2.33 by $0.54. The company had revenue of $3.42 billion for the quarter, compared to the consensus estimate of $3.36 billion. DaVita had a negative return on equity of 270.37% and a net margin of 5.65%.DaVita’s quarterly revenue was up 6.0% compared to the same quarter last year. During the same period in the previous year, the business earned $2.00 earnings per share. DaVita has set its FY 2026 guidance at 14.100-15.200 EPS. On average, equities research analysts expect that DaVita Inc. will post 15.07 earnings per share for the current fiscal year.

Insider Buying and Selling

In other DaVita news, insider Kathleen Alyce Waters sold 15,405 shares of the firm’s stock in a transaction dated Monday, June 15th. The stock was sold at an average price of $208.40, for a total transaction of $3,210,402.00. Following the sale, the insider directly owned 109,194 shares of the company’s stock, valued at $22,756,029.60. This trade represents a 12.36% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CFO Joel Ackerman sold 51,471 shares of the business’s stock in a transaction on Thursday, May 7th. The stock was sold at an average price of $192.10, for a total transaction of $9,887,579.10. Following the completion of the transaction, the chief financial officer directly owned 132,434 shares in the company, valued at $25,440,571.40. This trade represents a 27.99% decrease in their position. The SEC filing for this sale provides additional information. 1.90% of the stock is currently owned by company insiders.

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.