US · Healthcare · Medical Care Facilities
EPS came in at 4.02 against a street estimate of 4.01 — a beat of 0.2%.
Analysts rate DaVita HealthCare Partners Inc a hold (1 buy, 8 hold, 1 sell out of 10) with an average price target of $218.43.
CONFIDENT Q2 beat on volume growth driven by mortality improvements; revenue per treatment pressured by commercial mix and phosphate binder timing. Full-year guidance reconfirmed at $2.2B adjusted OI midpoint. Expanded HD deployment expected to drive mortality gains from 2028. Q2 2026 Enterprise OI up ~5% YoY; U.S. dialysis OI relatively flat despite treatment growth, offset by RPT headwinds, elevated cost per treatment, and ~10% G&A growth. Calendar impact: Q3 tailwind, Q4 headwind. Analysts probed volume headwinds (Fresenius shortfall, missed treatments), RPT pressure (commercial mix, binders), and expanded HD economics (2028 benefit timing). Management emphasized clinical leverage, supply confidence, and consistency in capital allocation despite stock appreciation. 2026-08-04…
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| Fund | Stake |
|---|---|
| Berkshire Hathaway Inc | 45.16% |
| BlackRock Inc | 4.33% |
| Vanguard Capital Management, LLC | 3.41% |
| Morgan Stanley - Brokerage Accounts | 2.60% |
| Vanguard Portfolio Management, LLC | 2.31% |
| Amvescap Plc. | 2.30% |
| State Street Corp | 2.11% |
| Dimensional Fund Advisors, Inc. | 1.78% |
| Document | Date |
|---|---|
| Quarterly report · Q2 2026 DAVITA INC. - Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Total revenues Q2 2026: $3,554,084 thousand (vs. $3,379,526 thousand Q2 2025); up 5.2% • Total | 2026-08-04 |
| Results announced · Q3 2026 DAVITA INC. 2Q 2026 RESULTS SUMMARY HEADLINE NUMBERS • Consolidated revenues: $3.554 billion (Q2 2026) • Operating income: $579 million with 16.3% m | 2026-08-04 |
| Material agreement · Q2 2026 DAVITA INC. – FORM 8-K SUMMARY (June 8, 2026) HEADLINE NUMBERS • Company raised $500 million in new debt through incremental term loan borrowing • 9 | 2026-06-08 |
| Quarterly report · Q1 2026 DAVITA INC. - Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Total Revenues (Q1 2026): $3,415,548 thousand ($3.4 billion), up from $3,223,529 thousand ($3. | 2026-05-05 |
| Results announced · Q2 2026 DAVITA INC. - 1ST QUARTER 2026 RESULTS SUMMARY HEADLINE NUMBERS • Consolidated revenues: $3.416 billion (Q1 2026) • Operating income: $482 million w | 2026-05-05 |
| Proxy statement · Q4 2025 DAVITA INC. PROXY STATEMENT SUMMARY CEO COMPENSATION • Javier J. Rodriguez (CEO) total 2025 compensation: $18,387,000 - Base salary: $1,500,000 | 2026-04-22 |
| Annual report FY2025 DAVITA INC. – FORM 10-K SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Market capitalization: Approximately $10.6 billion as of June 30, 2025 • Out | 2026-02-11 |
| Results announced · Q1 2026 DAVITA INC. - 4Q 2025 RESULTS SUMMARY HEADLINE NUMBERS • Total revenues: $3.620 billion (Q4 2025), $13.643 billion (full year 2025) • Operating inc | 2026-02-02 |
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Google PlayApp StoreData updated 2026-09-18.