Todd Asset Management LLC Acquires 21,887 Shares of DaVita Inc. $DVA

Posted by on May 25th, 2026

Todd Asset Management LLC boosted its holdings in shares of DaVita Inc. (NYSE:DVA – Free Report) by 13.3% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 186,274 shares of the company’s stock after acquiring an additional 21,887 shares during the quarter. Todd Asset Management LLC owned 0.26% of DaVita worth $21,163,000 at the end of the most recent quarter.

Other institutional investors have also recently added to or reduced their stakes in the company. Elevation Wealth Partners LLC grew its holdings in DaVita by 147.3% during the 4th quarter. Elevation Wealth Partners LLC now owns 277 shares of the company’s stock worth $31,000 after acquiring an additional 165 shares during the last quarter. Canada Pension Plan Investment Board bought a new stake in DaVita during the 2nd quarter worth approximately $43,000. iSAM Funds UK Ltd bought a new stake in DaVita during the 3rd quarter worth approximately $46,000. Stance Capital LLC bought a new stake in DaVita during the 3rd quarter worth approximately $47,000. Finally, Camelot Portfolios LLC bought a new stake in DaVita during the 4th quarter worth approximately $57,000. 90.12% of the stock is owned by institutional investors.

DaVita Stock Performance

NYSE:DVA opened at $198.39 on Monday. The firm’s fifty day moving average is $162.93 and its 200-day moving average is $138.27. DaVita Inc. has a 52 week low of $101.00 and a 52 week high of $202.69. The firm has a market cap of $12.74 billion, a P/E ratio of 18.40, a P/E/G ratio of 0.65 and a beta of 0.84.

DaVita (NYSE:DVA – Get Free Report) last posted its quarterly earnings data on Tuesday, May 5th. The company reported $2.87 EPS for the quarter, beating analysts’ consensus estimates of $2.33 by $0.54. DaVita had a net margin of 5.65% and a negative return on equity of 270.37%. The company had revenue of $3.42 billion for the quarter, compared to analyst estimates of $3.36 billion. During the same period in the prior year, the firm posted $2.00 EPS. The company’s quarterly revenue was up 6.0% on a year-over-year basis. DaVita has set its FY 2026 guidance at 14.100-15.200 EPS. As a group, sell-side analysts anticipate that DaVita Inc. will post 15.07 earnings per share for the current year.

Insider Activity at DaVita

In related news, CFO Joel Ackerman sold 51,471 shares of the business’s stock in a transaction on Thursday, May 7th. The shares were sold at an average price of $192.10, for a total transaction of $9,887,579.10. Following the transaction, the chief financial officer owned 132,434 shares in the company, valued at $25,440,571.40. The trade was a 27.99% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Corporate insiders own 1.50% of the company’s stock.

Analyst Ratings Changes

A number of equities research analysts have weighed in on the stock. Barclays boosted their target price on shares of DaVita from $158.00 to $194.00 and gave the stock an “equal weight” rating in a report on Thursday, May 7th. UBS Group boosted their target price on shares of DaVita from $190.00 to $235.00 and gave the stock a “buy” rating in a report on Thursday, May 7th. Truist Financial upped their price objective on shares of DaVita from $158.00 to $205.00 and gave the company a “hold” rating in a research note on Friday, May 8th. Zacks Research raised shares of DaVita from a “hold” rating to a “strong-buy” rating in a research note on Thursday, May 7th. Finally, Deutsche Bank Aktiengesellschaft raised shares of DaVita from a “hold” rating to a “buy” rating and upped their price objective for the company from $126.00 to $220.00 in a research note on Wednesday, May 6th. One investment analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus target price of $199.17.

View Our Latest Stock Report on DVA

DaVita Profile

(Free Report)

DaVita Inc (NYSE: DVA) is a leading provider of kidney care services, specializing in the management and operation of outpatient dialysis centers for patients with chronic kidney failure and end-stage renal disease. Headquartered in Denver, Colorado, the company offers a comprehensive suite of treatment modalities, including in-center hemodialysis, peritoneal dialysis, and home dialysis therapies. In addition to its core dialysis services, DaVita provides patient education, nutritional counseling, vascular access management and related laboratory services to support kidney health and overall patient well-being.

Since its formation in the mid-1990s through a clinical management services spin-off, DaVita has expanded both organically and through strategic partnerships and acquisitions.

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Institutional Ownership by Quarter for DaVita (NYSE:DVA)

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