DaVita Exceeds Q4 Earnings and Issues 2026 EPS Guidance Above Consensus
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
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Should l Buy DVA?
Source: stocktwits
- Earnings Beat: DaVita reported Q4 adjusted EPS of $3.40, surpassing the consensus estimate of $3.19, with revenue of $3.62 billion also exceeding expectations of $3.51 billion, indicating strong financial performance and market confidence.
- Optimistic 2026 Outlook: The company forecasts adjusted EPS for 2026 between $13.6 and $15, above the consensus of $12.74, alongside projected adjusted operating income growth to $2.085 billion to $2.235 billion and free cash flow of $1 billion to $1.25 billion, highlighting significant future growth potential.
- IKC Profitability Ahead of Schedule: DaVita's Integrated Kidney Care (IKC) unit achieved profitability in 2025, a year ahead of its original target, with Q4 IKC adjusted operating income at $46 million, validating the effectiveness of its clinical care model.
- Cost Reduction for Patients: IKC patients were found to be three times less costly in the first 180 days of treatment and more likely to start dialysis with permanent vascular access, demonstrating the company's success in improving patient outcomes and reducing healthcare costs.
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Analyst Views on DVA
Wall Street analysts forecast DVA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for DVA is 136.50 USD with a low forecast of 130.00 USD and a high forecast of 143.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
4 Analyst Rating
0 Buy
3 Hold
1 Sell
Hold
Current: 109.340
Low
130.00
Averages
136.50
High
143.00
Current: 109.340
Low
130.00
Averages
136.50
High
143.00
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 Exceeds Q4 Earnings and Issues 2026 EPS Guidance Above Consensus
- Earnings Beat: DaVita reported Q4 adjusted EPS of $3.40, surpassing the consensus estimate of $3.19, with revenue of $3.62 billion also exceeding expectations of $3.51 billion, indicating strong financial performance and market confidence.
- Optimistic 2026 Outlook: The company forecasts adjusted EPS for 2026 between $13.6 and $15, above the consensus of $12.74, alongside projected adjusted operating income growth to $2.085 billion to $2.235 billion and free cash flow of $1 billion to $1.25 billion, highlighting significant future growth potential.
- IKC Profitability Ahead of Schedule: DaVita's Integrated Kidney Care (IKC) unit achieved profitability in 2025, a year ahead of its original target, with Q4 IKC adjusted operating income at $46 million, validating the effectiveness of its clinical care model.
- Cost Reduction for Patients: IKC patients were found to be three times less costly in the first 180 days of treatment and more likely to start dialysis with permanent vascular access, demonstrating the company's success in improving patient outcomes and reducing healthcare costs.
See More
DaVita Q4 2025 Earnings Call Highlights
- Strong Financial Performance: DaVita reported adjusted operating income of $586 million for Q4, with full-year adjusted operating income reaching $2.094 billion, demonstrating robust financial management and sustained growth potential.
- Profitability Improvement: The company achieved its first profitable year in Integrated Kidney Care (IKC), with IKC patients 35% more likely to start dialysis with permanent vascular access, resulting in a threefold reduction in costs during the first 180 days, enhancing patient experience significantly.
- Strategic Partnerships: DaVita announced a new clinical partnership with Elara Caring aimed at reducing hospitalizations and missed treatment rates while improving overall patient experience, reflecting the company's strategic focus on enhancing service quality and patient satisfaction.
- Optimistic Future Outlook: The company expects adjusted operating income for 2026 to range between $2.085 billion and $2.235 billion, indicating a 3.2% growth at the midpoint, while adjusted EPS guidance is set at $13.60 to $15.00, showcasing confidence in future performance.
See More
Palantir, Teradyne, and Others See Stock Movements After Earnings Reports
- Palantir Earnings Beat: Palantir Technologies reported adjusted earnings of 25 cents per share, exceeding analysts' expectations of 23 cents, with revenue of $1.41 billion surpassing the $1.33 billion estimate, resulting in a nearly 5% stock increase.
- NXP Cautious Outlook: Despite NXP Semiconductors beating fourth-quarter estimates, its first-quarter non-GAAP gross margin guidance of 57% aligned with consensus, leading to a nearly 6% drop in shares.
- Teradyne Strong Guidance: Teradyne issued optimistic guidance for the first quarter, projecting revenue between $1.15 billion and $1.25 billion, significantly above the $935 million expected by analysts, causing a 20% surge in stock price.
- DaVita Strong Performance: DaVita anticipates adjusted earnings between $13.60 and $15 per share for the full year, exceeding the FactSet consensus of $12.82, which led to a 12% increase in shares during after-hours trading.
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DaVita Surges 11% After Beating Q4 Earnings Expectations and Issuing Strong 2026 EPS Guidance
- Earnings Beat: DaVita reported a Q4 non-GAAP EPS of $3.40, a 51.8% increase from $2.24 year-over-year, surpassing market expectations by $0.21, indicating strong performance in the kidney dialysis sector.
- Revenue Growth: The company achieved Q4 revenue of $3.62 billion, exceeding expectations by $110 million, reflecting ongoing growth in patient services and market share, further solidifying its industry leadership.
- Optimistic Outlook: DaVita projects a 2026 non-GAAP EPS range of $13.60 to $15.00, significantly above the consensus of $12.74, demonstrating confidence in future performance and growth potential.
- Cash Flow Status: As of the end of 2025, DaVita's cash, cash equivalents, and restricted cash totaled approximately $757.7 million, down from $879.8 million at the end of 2024, yet maintaining a healthy liquidity position to support future investments and operational needs.
See More
DaVita Reports Strong Financial Performance for 2025
- Net Income Growth: DaVita achieved a net income of $722 million in 2025, representing a 7.6% increase year-over-year, demonstrating the company's ongoing ability to deliver high-quality healthcare services despite challenges, which boosts investor confidence.
- Earnings Per Share Increase: Adjusted earnings per share rose from $9.68 in 2024 to $10.78 in 2025, reflecting the company's success in operational efficiency and cost control, further solidifying its market position.
- Stable Operating Cash Flow: Operating cash flow for 2025 reached $1.887 billion, showing a slight decline from 2024 but still indicating strong cash generation capabilities, providing a solid foundation for future investments.
- Increased Shareholder Returns: DaVita repurchased 2.7 million shares for $331 million in 2025, signaling the company's commitment to enhancing shareholder value while reflecting its strong financial health.
See More
DaVitapress Reports Q4 2025 Earnings Results
- Strong Earnings Report: DaVitapress announced a Q4 2025 non-GAAP EPS of $3.40, beating expectations by $0.21, indicating robust profitability and a competitive edge in the market.
- Revenue Growth: The company reported Q4 revenue of $3.62 billion, a 9.7% year-over-year increase, surpassing market expectations by $110 million, reflecting positive business expansion and demand.
- Healthy Cash Flow: For the three months ended December 31, 2025, operating cash flow was $541 million and free cash flow was $309 million, demonstrating strong cash management that supports future investments and shareholder returns.
- Share Repurchase Program: In Q4 2025, DaVitapress repurchased 2.7 million shares at an average price of $122.78 per share, totaling 12.7 million shares for the year at an average of $140.09, showcasing confidence in its stock and commitment to shareholders.
See More
DaVita Exceeds Q4 Earnings and Issues 2026 EPS Guidance Above Consensus
- Earnings Beat: DaVita reported Q4 adjusted EPS of $3.40, surpassing the consensus estimate of $3.19, with revenue of $3.62 billion also exceeding expectations of $3.51 billion, indicating strong financial performance and market confidence.
- Optimistic 2026 Outlook: The company forecasts adjusted EPS for 2026 between $13.6 and $15, above the consensus of $12.74, alongside projected adjusted operating income growth to $2.085 billion to $2.235 billion and free cash flow of $1 billion to $1.25 billion, highlighting significant future growth potential.
- IKC Profitability Ahead of Schedule: DaVita's Integrated Kidney Care (IKC) unit achieved profitability in 2025, a year ahead of its original target, with Q4 IKC adjusted operating income at $46 million, validating the effectiveness of its clinical care model.
- Cost Reduction for Patients: IKC patients were found to be three times less costly in the first 180 days of treatment and more likely to start dialysis with permanent vascular access, demonstrating the company's success in improving patient outcomes and reducing healthcare costs.
See More
DaVita Q4 2025 Earnings Call Highlights
- Strong Financial Performance: DaVita reported adjusted operating income of $586 million for Q4, with full-year adjusted operating income reaching $2.094 billion, demonstrating robust financial management and sustained growth potential.
- Profitability Improvement: The company achieved its first profitable year in Integrated Kidney Care (IKC), with IKC patients 35% more likely to start dialysis with permanent vascular access, resulting in a threefold reduction in costs during the first 180 days, enhancing patient experience significantly.
- Strategic Partnerships: DaVita announced a new clinical partnership with Elara Caring aimed at reducing hospitalizations and missed treatment rates while improving overall patient experience, reflecting the company's strategic focus on enhancing service quality and patient satisfaction.
- Optimistic Future Outlook: The company expects adjusted operating income for 2026 to range between $2.085 billion and $2.235 billion, indicating a 3.2% growth at the midpoint, while adjusted EPS guidance is set at $13.60 to $15.00, showcasing confidence in future performance.
See More
Palantir, Teradyne, and Others See Stock Movements After Earnings Reports
- Palantir Earnings Beat: Palantir Technologies reported adjusted earnings of 25 cents per share, exceeding analysts' expectations of 23 cents, with revenue of $1.41 billion surpassing the $1.33 billion estimate, resulting in a nearly 5% stock increase.
- NXP Cautious Outlook: Despite NXP Semiconductors beating fourth-quarter estimates, its first-quarter non-GAAP gross margin guidance of 57% aligned with consensus, leading to a nearly 6% drop in shares.
- Teradyne Strong Guidance: Teradyne issued optimistic guidance for the first quarter, projecting revenue between $1.15 billion and $1.25 billion, significantly above the $935 million expected by analysts, causing a 20% surge in stock price.
- DaVita Strong Performance: DaVita anticipates adjusted earnings between $13.60 and $15 per share for the full year, exceeding the FactSet consensus of $12.82, which led to a 12% increase in shares during after-hours trading.
See More
DaVita Surges 11% After Beating Q4 Earnings Expectations and Issuing Strong 2026 EPS Guidance
- Earnings Beat: DaVita reported a Q4 non-GAAP EPS of $3.40, a 51.8% increase from $2.24 year-over-year, surpassing market expectations by $0.21, indicating strong performance in the kidney dialysis sector.
- Revenue Growth: The company achieved Q4 revenue of $3.62 billion, exceeding expectations by $110 million, reflecting ongoing growth in patient services and market share, further solidifying its industry leadership.
- Optimistic Outlook: DaVita projects a 2026 non-GAAP EPS range of $13.60 to $15.00, significantly above the consensus of $12.74, demonstrating confidence in future performance and growth potential.
- Cash Flow Status: As of the end of 2025, DaVita's cash, cash equivalents, and restricted cash totaled approximately $757.7 million, down from $879.8 million at the end of 2024, yet maintaining a healthy liquidity position to support future investments and operational needs.
See More
DaVita Reports Strong Financial Performance for 2025
- Net Income Growth: DaVita achieved a net income of $722 million in 2025, representing a 7.6% increase year-over-year, demonstrating the company's ongoing ability to deliver high-quality healthcare services despite challenges, which boosts investor confidence.
- Earnings Per Share Increase: Adjusted earnings per share rose from $9.68 in 2024 to $10.78 in 2025, reflecting the company's success in operational efficiency and cost control, further solidifying its market position.
- Stable Operating Cash Flow: Operating cash flow for 2025 reached $1.887 billion, showing a slight decline from 2024 but still indicating strong cash generation capabilities, providing a solid foundation for future investments.
- Increased Shareholder Returns: DaVita repurchased 2.7 million shares for $331 million in 2025, signaling the company's commitment to enhancing shareholder value while reflecting its strong financial health.
See More
DaVitapress Reports Q4 2025 Earnings Results
- Strong Earnings Report: DaVitapress announced a Q4 2025 non-GAAP EPS of $3.40, beating expectations by $0.21, indicating robust profitability and a competitive edge in the market.
- Revenue Growth: The company reported Q4 revenue of $3.62 billion, a 9.7% year-over-year increase, surpassing market expectations by $110 million, reflecting positive business expansion and demand.
- Healthy Cash Flow: For the three months ended December 31, 2025, operating cash flow was $541 million and free cash flow was $309 million, demonstrating strong cash management that supports future investments and shareholder returns.
- Share Repurchase Program: In Q4 2025, DaVitapress repurchased 2.7 million shares at an average price of $122.78 per share, totaling 12.7 million shares for the year at an average of $140.09, showcasing confidence in its stock and commitment to shareholders.
See More
