DaVita Q4 2025 Earnings Call Highlights
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
0mins
Source: seekingalpha
- 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.
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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 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.
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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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