DaVita/$DVA

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About DaVita

DaVita is the largest provider of dialysis services in the United States, boasting market share of about 35% when measured by clinics. The firm operates over 3,000 facilities worldwide, mostly in the US, and treats about 280,000 patients globally each year. Government payers dominate US dialysis reimbursement. DaVita receives about two thirds of US sales at government (primarily Medicare) reimbursement rates, with the remainder coming from commercial insurers. While commercial insurers represent only about 10% of US patients treated, they represent nearly all of the profits generated by DaVita in the US dialysis business. Berkshire Hathaway owns about 45% of DaVita.

Ticker

$DVA
Sector

Primary listing

NYSE

Employees

76,000

DaVita Metrics

BasicAdvanced
$9.5B
13.06
$10.20
1.09
-

What the Analysts think about DaVita

Analyst ratings (Buy, Hold, Sell) for DaVita stock.

Bulls say / Bears say

Despite a ransomware attack in Q2 2025 that encrypted portions of its network, DaVita maintained uninterrupted critical care services, showcasing strong operational resilience and risk management. (Reuters)
In August 2025, DaVita successfully issued $1.25 billion in 10-year bonds at a B2/B rating, demonstrating solid access to capital markets and investor confidence in its creditworthiness. (Reuters)
Berkshire Hathaway continues to hold an approximate 44 percent stake in DaVita, reflecting Warren Buffett’s ongoing commitment to the company’s business model. (Reuters)
A proposed class-action antitrust lawsuit filed in May 2025 accuses DaVita of conspiring to inflate dialysis treatment costs, potentially exposing the company to significant legal liabilities. (Reuters)
The recent ransomware breach in Q2 2025 resulted in $13.5 million in remediation and administrative expenses, highlighting ongoing cyber threats and the risk of further costs. (Reuters)
In February 2025, Berkshire Hathaway sold 750,000 DaVita shares after a weaker earnings outlook led to an 11 percent drop in the stock price, raising concerns about short-term financial prospects. (Reuters)
Data summarised monthly by Lightyear AI. Last updated on 7 Sept 2025.

DaVita Financial Performance

Revenues and expenses
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
$37B
-39.75%
Net income
$45B
107.52%
Profit margin
37.65%
6.78%

DaVita Earnings Performance

Company profitability
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
$3.69
$2.85
$2.45
$2.42
-
Expected
$3.55
$2.61
$2.05
$2.31
$3.94
Surprise
3.94%
9.20%
19.51%
4.63%
-
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
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