DaVita Inc's stock declines despite positive market outlook
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 20 2026
0mins
Should l Buy DVA?
Source: NASDAQ.COM
DaVita Inc's stock fell by 4.23% and hit a 20-day low amid a generally positive market environment where the Nasdaq-100 rose by 1.33% and the S&P 500 increased by 0.75%.
Despite the overall market strength, DaVita's decline can be attributed to sector rotation, as investors are shifting their focus towards materials and tech stocks, which have shown better performance recently. Citigroup's upgrade of U.S. stocks to overweight reflects a growing confidence in the market, yet DaVita's stock did not benefit from this trend.
This movement suggests that while the broader market is recovering, specific stocks like DaVita may face challenges due to changing investor preferences, highlighting the importance of sector dynamics in stock performance.
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Analyst Views on DVA
Wall Street analysts forecast DVA stock price to rise
5 Analyst Rating
1 Buy
3 Hold
1 Sell
Hold
Current: 147.910
Low
144.00
Averages
162.50
High
190.00
Current: 147.910
Low
144.00
Averages
162.50
High
190.00
About DVA
DaVita Inc. is a healthcare provider focused on transforming care delivery to improve the quality of life for patients globally. The Company is a provider of kidney care services in the United States. Its United States dialysis (U.S. dialysis) and related lab services business treats patients with chronic kidney failure and end-stage kidney disease (ESKD). The Company’s robust platform delivers kidney care services and includes established nephrology and payor relationships. The Company’s international operations provide dialysis and administrative services to a total of outpatient dialysis centers. The Company’s U.S. integrated kidney care (IKC) business provides integrated care and disease management services to patients in risk-based integrated care arrangements and to additional patients in other integrated care arrangements across the United States. It also maintains a few other ancillary services and investments outside its U.S. dialysis, U.S. IKC, or international operations.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Earnings Release Timing: The company plans to release its results after market close on the same day, ensuring investors have access to the latest financial information prior to the call, thereby enhancing their decision-making capabilities.
- Webcast Availability: The conference call will be webcast via DaVita's investor relations webpage, allowing global investors to participate, showcasing the company's efforts in digital communication.
- Global Service Coverage: As of December 31, 2025, DaVita served approximately 295,000 patients across 3,242 outpatient dialysis centers, with 2,657 centers in the U.S., highlighting its leadership position in the global kidney care sector.
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- Webcast Access: The conference call will be webcast via DaVita's investor relations webpage, allowing investors to participate by providing the password 'Earnings' along with their name and company affiliation, ensuring transparency and timely information dissemination.
- Global Patient Service: As of December 31, 2025, DaVita served approximately 295,000 patients across 3,242 outpatient dialysis centers, with 2,657 centers located in the U.S. and 585 in 14 other countries, showcasing its extensive impact in the global kidney care sector.
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See More
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See More
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- Quarterly Call Announcement: DaVita Inc. will hold its quarterly conference call on May 5, 2026, at 5:00 p.m. EDT to discuss first-quarter results, reflecting the company's commitment to transparency and investor communication.
- Earnings Release Timing: The company plans to release its results after market close on the same day, ensuring investors have access to the latest financial information prior to the call, thereby enhancing their decision-making capabilities.
- Webcast Availability: The conference call will be webcast via DaVita's investor relations webpage, allowing global investors to participate, showcasing the company's efforts in digital communication.
- Global Service Coverage: As of December 31, 2025, DaVita served approximately 295,000 patients across 3,242 outpatient dialysis centers, with 2,657 centers in the U.S., highlighting its leadership position in the global kidney care sector.
See More
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- Leadership Transition: Warren Buffett retired on December 31, 2025, with Greg Abel stepping in to manage Berkshire Hathaway's $320 billion investment portfolio, marking a significant new era for the company.
- Investment Concentration: Abel's portfolio is heavily weighted, with 10 core holdings accounting for nearly 79% of assets, including Apple at $60 billion, highlighting the company's focus on high-quality assets and long-term growth potential.
- Sustainable Competitive Advantages: Among the 20 billion-dollar investments Abel oversees, many companies like Visa and Sirius XM operate as legal monopolies, ensuring stable revenue streams and risk resilience, reflecting Berkshire's investment strategy.
- Smaller Holdings Adjustment: Abel also manages 18 relatively smaller investments, with significant reductions like the 77% cut in Amazon's stake, indicating a focus on optimizing the portfolio and potentially paving the way for future trading opportunities.
See More
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- Leadership Transition: Warren Buffett retired as CEO on December 31, 2025, with Greg Abel taking over the management of a $320 billion investment portfolio, marking a new era for Berkshire Hathaway, although Buffett remains as chairman of the board.
- Investment Philosophy Continuity: Abel shares a similar investment philosophy with Buffett, emphasizing value investing and sustainable competitive advantages, particularly by allocating a significant portion of the company's capital to their best ideas.
- Core Holdings Concentration: The ten core positions account for nearly 79% of Berkshire's invested assets, all of which pay dividends and engage in share repurchases, demonstrating strong capital return capabilities, with Abel's management style reflected in these choices.
- Smaller Investment Dynamics: Abel oversees 18 smaller holdings ranging from $5 million to approximately $692 million, many of which are being reduced or removed from the portfolio, indicating a dynamic adjustment strategy in response to market conditions.
See More
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- Quarterly Earnings Call: DaVita Inc. will hold a quarterly conference call on May 5, 2026, at 5:00 p.m. Eastern Time to discuss first-quarter results, with financial results expected to be released after market close, aiming to provide investors with the latest financial status and business developments.
- Webcast Access: The conference call will be webcast via DaVita's investor relations webpage, allowing investors to participate by providing the password 'Earnings' along with their name and company affiliation, ensuring transparency and timely information dissemination.
- Global Patient Service: As of December 31, 2025, DaVita served approximately 295,000 patients across 3,242 outpatient dialysis centers, with 2,657 centers located in the U.S. and 585 in 14 other countries, showcasing its extensive impact in the global kidney care sector.
- Quality of Care Improvement: DaVita is committed to enhancing patient quality of life by reducing hospitalizations and improving health access, driving the kidney care community to adopt higher standards of care, reflecting its leadership in clinical quality and innovation.
See More
Buffett Remains Actively Involved in Investments
- Top Three Winners: Buffett's best-performing stocks in 2026 are Mitsubishi, Marubeni, and DaVita, with Mitsubishi's shares soaring approximately 45%, making it Berkshire's seventh-largest holding, reflecting strong performance amid rising demand for LNG and copper.
- Mitsubishi's Growth: Mitsubishi's acquisition of Aethon to enter the U.S. shale gas market has strengthened its operations across chemicals, energy, and finance, while its stock buyback program has boosted earnings per share, showcasing success in diversified operations.
- Marubeni's Performance: Marubeni's stock has surged over 350% in the past five years, with its diversified business model spanning aerospace, agriculture, and real estate, and the company’s consistent dividend increases and share repurchases have attracted Buffett's long-term interest.
- DaVita's Stability: DaVita, a U.S. dialysis service provider, has seen its stock rise about 30% year-to-date, with strong revenue and cash flow performance, along with strategic investments with Ares Management, demonstrating stability and growth potential in the healthcare sector.
See More
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- Top Three Winners: Among the three stocks, Mitsubishi (OTC: MSBHF) has surged approximately 45% year-to-date, benefiting from rising demand for LNG and copper, showcasing its strong performance in diversified operations and becoming Buffett's seventh-largest holding.
- Marubeni's Strong Growth: Marubeni (OTC: MARUF) has seen its stock price soar over 350% in the past five years, with its diversified business spanning aerospace and agriculture, and increased shareholder returns making it one of Buffett's long-term favorites since 2023.
- DaVita's Robust Performance: DaVita (NYSE: DVA) has risen about 30% year-to-date, exceeding revenue expectations in its fourth-quarter results and providing an encouraging full-year 2026 guidance, demonstrating strong cash flow and predictability in the healthcare sector.
- Investor Attention: Although Buffett has not recently increased his stake in these three stocks, their stable business models and shareholder returns have attracted value investors, particularly DaVita, which trades at a forward P/E of only 10.7, indicating its investment potential.
See More
