Landscape Capital Management L.L.C. Buys Shares of 7,027 DaVita Inc. $DVA

Landscape Capital Management L.L.C. purchased a new position in shares of DaVita Inc. (NYSE:DVA) in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The firm purchased 7,027 shares of the company’s stock, valued at approximately $1,563,000.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the company. BlackRock Inc. acquired a new stake in shares of DaVita during the second quarter worth $547,520,000. Arrowstreet Capital Limited Partnership lifted its holdings in DaVita by 114.9% in the fourth quarter. Arrowstreet Capital Limited Partnership now owns 1,190,000 shares of the company’s stock valued at $135,196,000 after buying an additional 636,191 shares during the period. Bank of New York Mellon Corp bought a new stake in DaVita during the second quarter valued at $101,127,000. Norges Bank acquired a new stake in DaVita during the 4th quarter worth about $49,164,000. Finally, Corient Private Wealth LLC grew its holdings in DaVita by 1,493.1% during the 4th quarter. Corient Private Wealth LLC now owns 358,299 shares of the company’s stock worth $40,706,000 after acquiring an additional 335,809 shares during the period. Institutional investors and hedge funds own 90.12% of the company’s stock.

Insider Activity at DaVita

In other news, insider Kathleen Alyce Waters sold 15,405 shares of the business’s stock in a transaction that occurred on 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 completion of the sale, the insider owned 109,194 shares in the company, valued at $22,756,029.60. The trade was a 12.36% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. 1.90% of the stock is currently owned by corporate insiders.

DaVita Price Performance

DVA stock opened at $174.21 on Friday. The company’s 50-day moving average is $214.96 and its 200-day moving average is $181.53. The stock has a market capitalization of $11.11 billion, a PE ratio of 14.26, a price-to-earnings-growth ratio of 0.58 and a beta of 0.88. DaVita Inc. has a 1 year low of $101.00 and a 1 year high of $247.49.

DaVita (NYSE:DVA) last issued its earnings results on Tuesday, August 4th. The company reported $4.02 EPS for the quarter, beating analysts’ consensus estimates of $3.88 by $0.14. DaVita had a negative return on equity of 217.63% and a net margin of 6.05%.The business had revenue of $3.55 billion during the quarter, compared to analyst estimates of $3.50 billion. During the same period in the previous year, the company posted $2.95 EPS. The firm’s revenue was up 5.2% compared to the same quarter last year. DaVita has set its FY 2026 guidance at 14.100-15.200 EPS. On average, analysts anticipate that DaVita Inc. will post 14.57 earnings per share for the current fiscal year.

Analysts Set New Price Targets

A number of brokerages have recently issued reports on DVA. TD Cowen raised DaVita from a “hold” rating to a “buy” rating and boosted their price objective for the company from $201.00 to $220.00 in a research note on Friday, August 7th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $265.00 target price on shares of DaVita in a research note on Wednesday, August 5th. Truist Financial dropped their price target on DaVita from $250.00 to $215.00 and set a “hold” rating on the stock in a research note on Friday, August 7th. Weiss Ratings upgraded DaVita from a “hold (c+)” rating to a “buy (b-)” rating in a report on Wednesday, August 5th. Finally, Barclays raised their price objective on shares of DaVita from $218.00 to $224.00 and gave the stock an “equal weight” rating in a research report on Wednesday, August 5th. Four research analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, DaVita presently has a consensus rating of “Hold” and an average target price of $221.75.

DaVita Company Profile

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.