Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
3
institutions
Market cap
$13.9B
64M shares
52-week range
$101.00 – $222.85
100% from low
Sector
SERVICES-MISC HEALTH & ALLIED SERVICES, NEC
Exchange
NYSE
CS
Borrow rate
0.29%
Easy to borrow
Click rows below (any statement) to add/remove series. Selection stays as you switch tabs.
| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $11.40B | $11.39B | $11.55B | $11.62B | $11.61B | $12.14B | $12.82B | $13.64B |
| Cost of revenue | $8.20B | $7.91B | $7.99B | $7.97B | $8.21B | $8.32B | $8.60B | $9.96B |
| Gross profit | $3.21B | $3.47B | $3.56B | $3.65B | $3.40B | $3.82B | $4.22B | $3.68B |
| Gross margin | 28.1% | 30.5% | 30.8% | 31.4% | 29.3% | 31.5% | 32.9% | 27.0% |
| R&D | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 |
| Operating income | $1.53B | $1.64B | $1.69B | $1.80B | $1.34B | $1.60B | $2.09B | $2.01B |
| EBITDA | $2.13B | $2.25B | $2.25B | $2.48B | $2.06B | $2.32B | $2.72B | $2.64B |
| Net income | $159.4M | $811.0M | $773.6M | $978.5M | $560.4M | $691.5M | $936.3M | $746.8M |
| Net margin | 1.4% | 7.1% | 6.7% | 8.4% | 4.8% | 5.7% | 7.3% | 5.5% |
| EPS (diluted) | 4.58 | 5.27 | 6.39 | 8.90 | 5.71 | 7.42 | 10.73 | 9.51 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $14.1B | $14.85 | $14.29–$15.79 | 4 |
| 2027 | $14.5B | $17.28 | $16.10–$18.43 | 4 |
| 2028 | $14.6B | $18.95 | $18.54–$19.64 | 1 |
| 2029 | $15.9B | $18.12 | $17.72–$18.77 | 1 |
Forward consensus · source: Financial Modeling Prep
DaVita is one of the largest providers of dialysis services in the United States, boasting a market share of about 35%. The firm operates over 3,200 facilities worldwide, mostly in the US, and treats about 300,000 patients annually. Government payers dominate US dialysis reimbursement. DaVita receives about two-thirds of US sales at government (primarily Medicare) reimbursement rates, with the remainder coming from commercial insurers. While commercial insurers represent only about 10% of US patients treated, they represent nearly all of the profits generated by DaVita in the US dialysis business.
www.davita.comNo one on the platform currently holds DVA.
| Institution | Shares | Reported |
|---|---|---|
| Berkshire Hathawayas of 2026-03-31 | 33,796,541 | $4.8B |
| Renaissance Technologiesas of 2026-03-31 | 189,200 | $29.1M |
| Execution date | Ratio |
|---|---|
| 2013-09-09 | 2-for-1 |
| 2004-06-16 | 3-for-2 |
No one on the platform has traded DVA yet.
| $11.1B |
| — |
| CHEChemed Corporation | $464.26 | +0.95% | $6.2B | — |
| ENSGThe Ensign Group, Inc. | $161.04 | +1.80% | $9.4B | — |
Source: Financial Modeling Prep · peers by sector/industry
| 20,902 |
| $3.2M |
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
Trading at 22.1× earnings vs its 13.1× historical median P/E.
Fair value ≈ $132.43 · price $222.72 today
Fair-value line = the stock's median historical P/E × earnings. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.
$CRMD $AKBA $FMS $DVA KCP responds to ESRD rule update last week… https://kidneycarepartners.org/press/kcp-calls-on-cms-to-strengthen-proposed-esrd-payment-rule-and-protect-patient-access-to-innovation/
View on StockTwits ↗$DVA $AKBA https://www.clickondetroit.com/news/local/2026/06/25/fieger-law-representing-families-after-patient-death-multiple-illnesses-at-novi-davita-dialysis-center/?utm_source=facebook&utm_medium=social&utm_campaign=snd&utm_content=wdiv&fbclid=IwdGRjcASr-6hleHRuA2FlbQIxMQBzcnRjBmFwcF9pZAo2NjI4NTY4Mzc5AAEeNfglyJpuEe_5AZ-3PNpD2vwOx_QtpScvBLVYC-wdkpV72_ng6eg5SaVfcN8_aem_D1W9D1M3L7987HwV0Od4tw
View on StockTwits ↗Wall Street Today in the Buzz $MU $ON $DVA the market is starting to price who absorbs the bill, not who owns the narrative https://stocksrunner.com/news/2026-06-26-wall-street-today-in-the-buzz
View on StockTwits ↗$CRMD Soon, $DVA will be Known and Remembered as the company that stole taxpayer money designated to give one of the the most vulnerable patients group in healthcare — dialysis patients — access to the latest innovative therapy, while refusing to do so and leaving those patients to suffer or die from infections implications. More HHS investigations will follow. More state investigations will follow. More private and public lawsuits will follow.
View on StockTwits ↗$CRMD pressure on $DVA to start making big changes? A patient died & few hospitalized. $XBI $LABU Is Davita cutting corners? https://www.fox2detroit.com/news/davita-dialysis-patient-sounds-off-amid-death-investigation
View on StockTwits ↗$DVA $FMS $CRMD $AKBA For those following K-CAPA… RPA slide suggests there may still be a year-end legislative vehicle, and KCAPA is the type of kidney-policy bill that could try to hitch a ride if that vehicle materializes. *background of a photo posted to LinkedIn
View on StockTwits ↗$DVA $FMS $CRMD $AKBA Support K-CAPA / S.2730 / H.R.6214. Takes 30 seconds and sends a message to your senators and representative. Please take a moment and don’t forget to submit on the second page. https://kidneyaction.org/support-s-2730-hr-6214-the-kidney-care-access-protection-act/
View on StockTwits ↗$DVA Current Stock Price: $213.00 Contracts to trade: $210.0 DVA Jul 17 2026 Call Entry: $8.50 Exit: $15.15 ROI: 78% Hold ~21 days Shared as daily free alerts and for educational purposes only. https://dailypickai.com/freealerts
View on StockTwits ↗$CRMD $DVA Davita will bank 10’s of millions per year for not adopting Defencath…hope that changes soon…
View on StockTwits ↗$DVA is on a tear, surging +84.2% YTD. Capital allocation remains aggressive as the company repurchased $402.9M of shares in Q1 at an average price of $133.70. Solid management execution and strong fundamental tailwinds driving the macro breakout.
View on StockTwits ↗$CRMD $AKBA $DVA $FMS For those following K-CAPA advocacy
View on StockTwits ↗All of these stocks are making new ALL-TIME highs today Momentum is clearly not slowing down. $TXN - analog strength + stable cash flow engine re-rating higher $LRCX - +2% | wafer fab equipment demand tied directly to AI chip scaling $ADI - +2% | precision analog leadership in industrial + AI power systems $DVA - +2% | defensive healthcare strength quietly breaking higher $AMD - +2% | AI compute narrative re-igniting momentum in high-beta semis New highs are not random - they’re capital confirming where future earnings visibility is strongest. Weak hands fade here. Trend followers stay with it
View on StockTwits ↗$CRMD $AKBA $FMS $DVA When does the CY2027 ESRD PPS proposed rule finally drop? Key watch item for post-TDAPA math.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.