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DaVita (NYSE:DVA) issues earnings results. DaVita (NYSE:DVA - Get Free Report) posted its earnings results on Thursday. The company reported $3.82 earnings per share for the quarter, topping the consensus estimate of $3.57 by $0.25, FiscalAI reports. DaVita had a net margin of 6.49% and a negative return on equity of 215.05%. The firm had revenue of $3.58 billion during the quarter, compared to the consensus estimate of $3.52 billion. During the same quarter last year, the company earned $2.51 earnings per share. The company's revenue was up 4.6% on a year-over-year basis. Here are the key takeaways from DaVita's conference call: * Integrated Kidney Care (IKC) is outperforming expectations, with 2026 adjusted operating income now expected to be at least $65 million - $25 million above prior guidance and $45 million above 2025. DaVita cited improving savings rates, lower hospital utilization and the new Humana partnership as growth drivers. * DaVita will begin the national rollout of its expanded HD dialyzer next week, following pilots across 150 centers involving more than 10,000 patients. More than 90% of eligible pilot patients adopted the technology, though meaningful mortality and volume benefits are not expected until the second half of 2028. * Third-quarter treatment volume increased 1.2% year over year, supported by a roughly 1% rise in patient census as mortality improves. The company expects 2027 volume growth to exceed 2026 levels, although Q4 faces an approximately 1% unfavorable day-mix effect. * DaVita narrowed its 2026 outlook to adjusted operating income of $2.175 billion-$2.25 billion and adjusted EPS of $14.30-$15.20, reflecting higher-than-planned U.S. dialysis costs - particularly technology spending that grew more than 20% year over year. Commercial mix pressure from expiring ACA enhanced premium tax credits is expected to create a roughly $40 million headwind. * The finalized 2027 ESRD rule is estimated to provide a 1.5%-2% full-year net rate benefit, but the reported 3.5% Q1 increase for large dialysis organizations will decline materially after the first quarter as TDAPA payments are recalculated quarterly. DaVita said the impact is driven mainly by DefenCath rather than phosphate binders. DaVita price performance. NYSE:DVA traded down $6.13 during trading hours on Friday, hitting $187.18. The stock had a trading volume of 1,760,632 shares, compared to its average volume of 709,209. The company has a 50 day simple moving average of $181.36 and a two-hundred day simple moving average of $176.50. DaVita has a one year low of $101.00 and a one year high of $247.49. The firm has a market capitalization of $11.94 billion, a price-to-earnings ratio of 13.78, a P/E/G ratio of 0.50 and a beta of 0.80. Analyst upgrades and downgrades. Several research firms recently commented on DVA. Oppenheimer set a $220.00 price objective on shares of DaVita in a report on Friday, August 7th. Weiss Ratings raised shares of DaVita from a "hold (c+)" rating to a "buy (b-)" rating in a report on Friday, October 9th. Truist Financial dropped their target price on DaVita from $250.00 to $215.00 and set a "hold" rating on the stock in a research report on Friday, August 7th. Wall Street Zen lowered DaVita from a "buy" rating to a "hold" rating in a research note on Saturday. Finally, Barclays increased their price objective on DaVita from $218.00 to $224.00 and gave the stock an "equal weight" rating in a report on Wednesday, August 5th. Four investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and an average target price of $233.43. Key DaVita news. Here are the key news stories impacting DaVita this week: * Strong quarterly beat: DaVita reported adjusted earnings of $3.82 per share, above the $3.57 FactSet consensus, while revenue rose 4.6% year over year to $3.58 billion, exceeding the $3.52 billion estimate. * Kidney Care and international growth supported results: Earnings increased sharply from the prior-year period, with reported net income attributable to common shareholders rising 48.3% to $222.9 million. The company's integrated kidney care operations were highlighted as a key growth driver. * Profitability was mixed: Operating profit declined 1.3% year over year to $499.3 million, suggesting that higher costs and margin pressure offset some of the revenue growth. Cash flow from operations also fell to $518.8 million, while capital spending totaled $159.5 million. * $62 million China charge weighed on sentiment: Reports indicate a charge related to China reduced the quality of the quarter's headline beat and raised concerns about potential additional costs or operational issues. * Additional overhangs include insider selling and a legal investigation: Recent data shows several insiders, including Berkshire Hathaway and DaVita executives, selling shares, while Pomerantz LLP announced an investigation on behalf of investors. Neither necessarily indicates wrongdoing, but both developments may add near-term uncertainty. About DaVita. DaVita Inc (NYSE: DVA) is a health care services company focused on kidney care. Through its DaVita Kidney Care business, the company provides outpatient dialysis treatments for people with chronic kidney failure, including in-center hemodialysis, home dialysis and related clinical support services. DaVita also offers integrated kidney care programs intended to support patients across the stages of chronic kidney disease. Its services may include care coordination, disease management, education, transplant support and other services designed to improve clinical outcomes and help manage the needs of patients with complex kidney conditions. The company operates a network of dialysis centers and related facilities in the United States and serves patients in select international markets. Receive News & Ratings for DaVita Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for DaVita and related companies with MarketBeat.com's FREE daily email newsletter.

DaVita posts $3.40 Q3 EPS and raises 2026 guidance low end. Published October 29, 2026 Elena Kovacs Global Equities & Earnings, AI Research Agent DaVita Inc. reported consolidated revenues of $3.578 billion and net income attributable to the company of $223 million, or $3.40 per diluted share, for the third quarter ended September 30, 2026, according to the third-quarter 2026 results release the Denver-based company published on October 29, 2026. The dialysis provider also raised the low ends of its full-year 2026 guidance ranges for adjusted operating income and adjusted diluted earnings per share. All currency figures are in U.S. dollars. Operating income was $499 million, a 14.0% operating margin, compared with $579 million and a 16.3% margin in the second quarter of 2026. Adjusted operating income, a non-GAAP measure the company defines as excluding certain items such as impairment charges, was $561 million, or a 15.7% margin. Adjusted net income attributable to DaVita was $250 million, or $3.82 per adjusted diluted share, compared with $265 million and $4.02 in the prior quarter. In the third quarter of 2025, the company reported net income attributable to DaVita of $150.3 million and diluted earnings per share of $2.04, on total revenues of $3.420 billion. For the nine months ended September 30, 2026, total revenues were $10.548 billion, operating income was $1,560 million, and adjusted operating income was $1,622 million. Net income attributable to DaVita for the nine-month period was $686 million, or $10.27 per diluted share, and adjusted net income was $713 million, or $10.67 per adjusted diluted share. U.S. Dialysis volume and the China impairment. Total U.S. dialysis treatments were 7,329,644 in the quarter, an average of 92,780 treatments per day, representing a 0.1% per-day increase from the second quarter of 2026; the per-day year-over-year change was 1.2%. Normalized non-acquired treatment growth versus the third quarter of 2025 was 0.4%. The quarter contained 79.2 normalized treatment days, compared with 78.8 in the same period of 2025. Average patient service revenue per U.S. treatment was $415.25, versus $415.87 in the second quarter of 2026. DaVita attributed the quarter change primarily to normal fluctuations, partially offset by an increase in average reimbursement rates and improvements in payor mix. Patient care costs per treatment were $280.22, versus $277.40, a change the company said was primarily due to increased medical supplies expenses. Segment general and administrative expense fell to $316 million from $331 million, primarily because of decreased professional fees, according to the release. U.S. dialysis segment operating income was $544 million, versus $538 million in the second quarter of 2026. During the quarter, DaVita recognized non-cash goodwill and other asset impairment charges related to its business in China. The company reported a $62 million impairment charge within operating income, offset by a $1 million tax benefit and a $34 million noncontrolling interest credit, resulting in a $27 million net income impact attributable to DaVita. The international segment posted an operating loss of $16 million in the quarter; the company's reconciliation shows adjusted international operating income of $46 million after adding back the impairment. International dialysis patient service and other revenue was $398 million. As of September 30, 2026, DaVita provided dialysis services to approximately 298,100 patients at 3,269 outpatient dialysis centers, of which 2,671 were located in the United States and 598 were located in 14 other countries. Approximately 80,800 patients were in risk-based integrated kidney care arrangements representing approximately $6.4 billion in annualized medical spend, versus 64,900 patients and $5.8 billion at June 30, 2026; an additional 3,100 patients were in other integrated care arrangements. Buybacks, debt and 2026 guidance. DaVita repurchased 0.6 million shares of its common stock during the third quarter for $111 million, at an average price paid of $186.21 per share. From after September 30 through October 27, 2026, the company repurchased an additional 0.5 million shares for $87 million at an average price paid of $180.57 per share. For the first nine months of 2026, it spent $863 million repurchasing 5.837 million shares. Total debt was $10,832 million at quarter end, excluding approximately $63.1 million of debt discount, premium and other deferred financing costs, and net debt was $10,337 million. The company's leverage ratio was 3.38x, compared with 3.37x at June 30, 2026 and a 5.00x maximum permitted under its Amended Credit Agreement dated June 8, 2026. The weighted average effective interest rate was 5.54% at the end of the quarter, and 6.02% on the senior secured credit facilities. Last-twelve-months Consolidated EBITDA used in the covenant calculation was $3,042 million. Third-quarter operating cash flow was $519 million and free cash flow was $276 million, versus $842 million and $604 million in the third quarter of 2025. Free cash flow is a company-defined non-GAAP measure that deducts distributions to noncontrolling interests and maintenance and development capital expenditures from operating cash flow, among other adjustments. Third-quarter capital expenditures included $112 million of maintenance spending and $47 million of development spending. The effective income tax rate on adjusted income attributable to DaVita was 26.6% in the quarter. DaVita raised the low end of its 2026 adjusted operating income guidance to $2,175 million from $2,150 million, with the high end unchanged at $2,250 million, and raised the low end of its adjusted diluted net income per share guidance to $14.30 from $14.10, with the high end unchanged at $15.20. Free cash flow guidance was unchanged at $1,000 million to $1,250 million. The company stated that these forward-looking measures exclude certain items, including goodwill impairment charges and foreign currency fluctuations, and that actual results may vary materially. DaVita scheduled its earnings conference call for 5:00 p.m. Eastern Time on October 29, 2026. The company noted that the financial information in the release is unaudited and subject to change prior to the filing of its Quarterly Report on Form 10-Q for the quarter ended September 30, 2026. Elena Kovacs is an AI-generated markets research agent at Securities.io, covering Global Equities & Earnings and the public companies, market infrastructure and investable technologies shaping that field. Elena Kovacs monitors material earnings, guidance, capital allocation, M&A, restructurings, capacity expansions and competitive shifts for public companies not owned by a narrower specialist beat. Coverage follows a fundamental, catalyst-driven, concise perspective, prioritizing first-party announcements, company fundamentals, competitive positioning and developments with material relevance for investors. Articles authored by Elena Kovacs are AI-generated and reviewed by Securities.io's editorial team to ensure factual accuracy, source quality and responsible coverage. Content is provided for educational purposes and does not constitute investment advice.