Ransomware Attack Impact: DaVita, a dialysis firm, experienced a ransomware attack that affected 2.7 million individuals, as reported by the U.S. health department.
Operational Disruption: The company disclosed in April that the cyberattack led to temporary disruptions in its operations but continued to provide patient care while working on restoring functions.
Financial Consequences: In the second quarter of 2025, DaVita incurred approximately $13.5 million in charges due to the incident, which raised patient care costs by $1 million and administrative expenses by $12.5 million.
Company Response: DaVita is collaborating with third-party professionals to remediate the cybersecurity issues and restore its systems, though it has not provided further comments on the situation.
DVA
$117.94+Infinity%1D
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 139.00 USD with a low forecast of 133.00 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
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 139.00 USD with a low forecast of 133.00 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.
0 Buy
3 Hold
1 Sell
Hold
Current: 120.050
Low
133.00
Averages
139.00
High
143.00
Current: 120.050
Low
133.00
Averages
139.00
High
143.00
TD Cowen
Gary Taylor
Hold
downgrade
$154 -> $133
2025-11-03
Reason
TD Cowen
Gary Taylor
Price Target
$154 -> $133
2025-11-03
downgrade
Hold
Reason
TD Cowen analyst Gary Taylor lowered the firm's price target on DaVita to $133 from $154 and keeps a Hold rating on the shares. The firm noted they missed 3Q25 EBIT by -10%, but they attribute a portion to Street mis-modeling while the recent pullback has Dthe shares shares looking more appealing, but a continued tepid volume outlook offsets upside.
Barclays
Equal Weight
maintain
$149 -> $143
2025-10-30
Reason
Barclays
Price Target
$149 -> $143
2025-10-30
maintain
Equal Weight
Reason
Barclays lowered the firm's price target on DaVita to $143 from $149 and keeps an Equal Weight rating on the shares post the Q3 report. The firm says an "unusual quarterly progression" drove a large disparity between DaVita's internal plan and Street estimates, resulting in a big headline miss but guidance reiteration.
Truist
David MacDonald
Hold
downgrade
$148 -> $140
2025-10-14
Reason
Truist
David MacDonald
Price Target
$148 -> $140
2025-10-14
downgrade
Hold
Reason
Truist analyst David MacDonald lowered the firm's price target on DaVita to $140 from $148 and keeps a Hold rating on the shares as part of a broader research note previewing Q3 results in Healthcare Service. The firm is "broadly bullish" on the industry as it expects ongoing strength in core demand drivers and continues to like the long-term positioning of covered names within their sector verticals, coupled with improved visibility around the regulatory environment, the analyst tells investors in a research note. Strong free cash flows and attractive financial flexibility across the bulk of the sector underpins the ongoing growth investment, Truist notes, adding that it sees a "brisk opportunity" to deploy capital to further augment core growth and drive M&A.
BofA
analyst
Underperform
downgrade
$145 -> $140
2025-09-10
Reason
BofA
analyst
Price Target
$145 -> $140
2025-09-10
downgrade
Underperform
Reason
BofA lowered the firm's price target on DaVita to $140 from $145 and keeps an Underperform rating on the shares. While hospital fundamentals should remain solid in the second half, the firm is concerned that the policy and reimbursement environment will be more negative compared to recent years, says the analyst, who prefers post-acute over hospitals as the least exposed to the upcoming cuts given this backdrop. The firm is updating estimates and price targets for several companies in its health care facilities coverage.
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.
