Buffett Remains Actively Involved in Investments
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 16 hours ago
0mins
Should l Buy DVA?
Source: Fool
- 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.
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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.
DaVita to Hold Quarterly Conference Call on May 5
- 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
DaVita to Hold Quarterly Conference Call on May 5
- 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
Buffett's Top Three Stocks Shine in 2026
- 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
Citigroup Upgrades U.S. Stocks to Overweight Amid Iran Conflict Outlook
- Optimistic Market Outlook: Citigroup upgraded U.S. stocks to overweight from neutral on Monday, citing the eventual end of the U.S.-Iran conflict as a catalyst for market gains, indicating a positive outlook for year-end equities.
- S&P 500 Recovery: The S&P 500 closed at 6,886.24 on Monday, erasing losses since the conflict began, demonstrating market resilience in the face of geopolitical risks and reflecting a recovery in investor confidence.
- Sector Recommendations: Citigroup recommends investors focus on materials, healthcare, and tech stocks, with materials being the best-performing S&P 500 sector this year, up over 14%, while healthcare stocks like Moderna and DaVita have surged 72% and 33%, respectively, showcasing sector performance disparities.
- Institutional Attitude Shift: Following BlackRock, Citigroup becomes the second major institution this week to adopt a more positive stance on U.S. stocks, signaling growing confidence in the U.S. economic recovery, which may attract more capital inflows into the equity market.
See More
Moderna's Stock Soars 72% in Q1, Leading Healthcare Sector
- Shift in Investor Sentiment: Moderna's stock surged 72% in Q1, making it the best-performing healthcare stock in the S&P 500, reflecting a renewed investor confidence in its growth potential after a period of declining stock performance due to reduced vaccine demand.
- Diversification Strategy: The company is transitioning from a coronavirus vaccine manufacturer to a multi-faceted biotech firm, with plans to launch a flu vaccine alongside existing COVID-19 and RSV vaccines, which are expected to fund its oncology and rare disease initiatives.
- Revenue Growth Expectations: Moderna anticipates that seasonal vaccines will drive up to 10% revenue growth this year, and by cutting costs by 30% since 2024, it achieved over $2 billion in savings last year, enhancing its financial stability.
- Clinical Trial Progress: The ongoing collaboration with Merck on the mRNA-4157 project includes eight phase 2 and phase 3 trials, and successful results could significantly boost its competitive position in the oncology market, further solidifying its market presence.
See More
DaVita to Hold Quarterly Conference Call on May 5
- 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
DaVita to Hold Quarterly Conference Call on May 5
- 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
Buffett's Top Three Stocks Shine in 2026
- 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
Citigroup Upgrades U.S. Stocks to Overweight Amid Iran Conflict Outlook
- Optimistic Market Outlook: Citigroup upgraded U.S. stocks to overweight from neutral on Monday, citing the eventual end of the U.S.-Iran conflict as a catalyst for market gains, indicating a positive outlook for year-end equities.
- S&P 500 Recovery: The S&P 500 closed at 6,886.24 on Monday, erasing losses since the conflict began, demonstrating market resilience in the face of geopolitical risks and reflecting a recovery in investor confidence.
- Sector Recommendations: Citigroup recommends investors focus on materials, healthcare, and tech stocks, with materials being the best-performing S&P 500 sector this year, up over 14%, while healthcare stocks like Moderna and DaVita have surged 72% and 33%, respectively, showcasing sector performance disparities.
- Institutional Attitude Shift: Following BlackRock, Citigroup becomes the second major institution this week to adopt a more positive stance on U.S. stocks, signaling growing confidence in the U.S. economic recovery, which may attract more capital inflows into the equity market.
See More
Moderna's Stock Soars 72% in Q1, Leading Healthcare Sector
- Shift in Investor Sentiment: Moderna's stock surged 72% in Q1, making it the best-performing healthcare stock in the S&P 500, reflecting a renewed investor confidence in its growth potential after a period of declining stock performance due to reduced vaccine demand.
- Diversification Strategy: The company is transitioning from a coronavirus vaccine manufacturer to a multi-faceted biotech firm, with plans to launch a flu vaccine alongside existing COVID-19 and RSV vaccines, which are expected to fund its oncology and rare disease initiatives.
- Revenue Growth Expectations: Moderna anticipates that seasonal vaccines will drive up to 10% revenue growth this year, and by cutting costs by 30% since 2024, it achieved over $2 billion in savings last year, enhancing its financial stability.
- Clinical Trial Progress: The ongoing collaboration with Merck on the mRNA-4157 project includes eight phase 2 and phase 3 trials, and successful results could significantly boost its competitive position in the oncology market, further solidifying its market presence.
See More
