Wall Street Zen Upgrades DaVita (NYSE:DVA) to Buy
Wall Street Zen has upgraded DaVita (NYSE:DVA) from "hold" to "buy," with other firms like UBS also raising their price targets, despite MarketBeat's consensus remaining a "Hold." DaVita recently surpassed quarterly earnings and revenue estimates and provided positive FY2026 guidance. The stock is currently trading near $150.89 with a P/E of 15.23, and institutional investors and hedge funds hold a significant portion of its shares.
BNP PARIBAS ASSET MANAGEMENT Holding S.A. Has $2.56 Million Stock Holdings in DaVita Inc. $DVA
BNP PARIBAS ASSET MANAGEMENT Holding S.A. decreased its stake in DaVita Inc. (NYSE:DVA) by 77.2% in the third quarter, reducing its holdings to 19,801 shares valued at $2.56 million. Other institutional investors like KBC Group NV, Nordea Investment Management AB, Man Group plc, Arrowstreet Capital Limited Partnership, and Worldquant Millennium Advisors LLC, either increased their positions or modified their holdings in DaVita. The article also notes DaVita's recent earnings beat and analyst ratings, which currently average a "Hold" with a consensus price target of $160.50.
Zacks.com featured highlights include DaVita, Ford, Centerra, Southwest Airlines and Patria Investments
This article identifies five value stocks—DaVita, Ford, Centerra Gold, Southwest Airlines, and Patria Investments Ltd.—to consider amidst Federal Reserve interest rate debates and market uncertainty. The selections are based on strong fundamentals, reasonable valuations, and high earnings yields, which are presented as a key indicator for undervalued stocks. The article highlights each company's strong projected earnings growth and Zacks Rank, recommending them as solid investment opportunities.
Perrigo Company plc (NYSE:PRGO) Plans Quarterly Dividend of $0.29
Perrigo Company plc (NYSE:PRGO) has declared a quarterly dividend of $0.29 per share, payable on March 24, 2026, to shareholders of record on March 2, 2026. This represents an annualized dividend of $1.16 and a dividend yield of 7.8%. The company has a history of consistently increasing its dividend, with 23 consecutive years of raises.
Archer Daniels Midland Is Up 18% Year to Date. Here’s What to Expect in 2026
Archer Daniels Midland (ADM) stock has risen 18% year-to-date, trading near $68 per share, driven by improved earnings visibility and expectations of a cyclical trough in 2025. The company reported strong Q4 results and issued 2026 adjusted EPS guidance above 2025 levels, signaling a return to growth. Despite this, a valuation model suggests ADM is slightly overvalued at current levels, with future upside dependent on sustained improvement in crush margins and biofuel-driven demand.
October 16th Options Now Available For DaVita (DVA)
New options contracts for DaVita Inc (DVA) with an October 16th expiration date are now available, presenting opportunities for investors. The article highlights a put contract at a $145.00 strike price and a call contract at a $155.00 strike price, both offering potential returns through premium collection for options sellers. These new contracts provide a higher premium due to the longer time until expiration, making them attractive for investors looking for specific entry or exit points.
DaVita Stock Is Up 35% Since February. Here’s Where Shares Could Go in 2026
DaVita (DVA) stock surged 35% in February 2026, driven by a strong Q4 2025 earnings beat, robust 2026 guidance forecasting a 33% EPS jump, and a strategic investment in Elara Caring to expand home kidney care. Analysts have raised price targets, recognizing DaVita's transition into a multi-vertical kidney care platform with significant upside potential, despite some near-term risks and Wall Street's cautious stance. TIKR's valuation model projects a mid-case target price of $217.26 by December 2030, suggesting a 47% total return.
New Strong Buy Stocks for February 19th
This article identifies five stocks added to Zacks' #1 (Strong Buy) List on February 19th, based on increased consensus estimates for their earnings. The featured companies are Brookdale Senior Living Inc., DaVita Inc., Vertiv Holdings Co, Washington Trust Bancorp, Inc., and Grupo Financiero Banorte, all showing positive revisions in analyst expectations.
Skandinaviska Enskilda Banken AB publ Reduces Stock Position in DaVita Inc. $DVA
Skandinaviska Enskilda Banken AB publ significantly reduced its stake in DaVita Inc. by 37.3% in the third quarter, selling 46,540 shares and holding 78,293 shares valued at approximately $10.4 million. Despite this reduction from one institution, other firms like Goldman Sachs, NewEdge Advisors, DekaBank, and Ethic Inc. increased their positions in DaVita. The company reported strong Q3 earnings, beating analyst estimates with EPS of $3.40 and revenue of $3.62 billion, and provided positive FY 2026 EPS guidance.
Aberdeen Group plc Has $18.83 Million Stock Holdings in NewAmsterdam Pharma Company N.V. $NAMS
Aberdeen Group plc has reduced its stake in NewAmsterdam Pharma Company N.V. by 9.9%, now holding 661,946 shares valued at $18.83 million. Despite insiders selling a significant number of shares, institutional investors own nearly 90% of the company. NewAmsterdam Pharma missed its recent quarterly EPS estimates but analysts maintain a "Moderate Buy" rating with a consensus price target of $47.18.
Denali Therapeutics (DNLI) Expected to Announce Earnings on Thursday
Denali Therapeutics (DNLI) is expected to announce its Q4 2025 earnings before market open on Thursday, February 26th, with analysts forecasting an EPS of ($0.75). The company's stock opened at $19.23, has a market cap of $2.82 billion, and analysts hold a consensus "Buy" rating with an average target price of $32.27. Recent insider sales by CEO Ryan J. Watts and Alexander O. Schuth reduced their holdings, while institutional investors own a significant 92.92% of the company's stock.
Readystate Asset Management LP Lowers Stake in Clear Channel Outdoor Holdings, Inc. $CCO
Readystate Asset Management LP significantly reduced its stake in Clear Channel Outdoor Holdings, Inc. (NYSE:CCO) by 34.6% during the third quarter, selling 1,889,301 shares. The firm now holds 3,569,163 shares, valued at approximately $5.64 million, representing about 0.72% of the company. Despite this reduction, institutional ownership remains high at 85.52%, and analysts have a consensus "Reduce" rating with a target price of $2.27.
Southern Copper Corporation $SCCO Position Increased by Principal Financial Group Inc.
Principal Financial Group Inc. recently increased its stake in Southern Copper Corporation (NYSE:SCCO) by 159.8% in the third quarter, now owning 10,308 shares valued at $1,251,000. Other institutional investors also adjusted their positions, while company insiders made significant sales. Analysts have a "Reduce" consensus rating for SCCO with an average price target of $136.49, despite the company announcing an increase in its quarterly dividend to $1.00 per share.
Heico (HEI) Projected to Post Quarterly Earnings on Wednesday
Heico (NYSE:HEI) is projected to release its Q1 2026 earnings before market open on Wednesday, February 25th, with analysts expecting $1.26 EPS and $1.1708 billion in revenue. The company previously beat consensus estimates in Q4 2025, reporting $1.33 EPS and $1.21 billion in revenue. Analysts currently hold a "Moderate Buy" rating for Heico, with an average target price of $364.43.
Pediatrix Medical Group Earnings: What To Look For From MD
Pediatrix Medical Group (NYSE:MD) is set to announce its earnings results this Thursday, with analysts expecting a 3% year-on-year revenue decline to $487.3 million and adjusted earnings of $0.54 per share. Despite beating revenue expectations last quarter, the company has missed Wall Street's revenue estimates three times in the past two years. The stock's performance has been flat over the last month, contrasting with some peers in the healthcare sector.
Heartland Advisors Inc. Sells 214,126 Shares of DENTSPLY SIRONA Inc. $XRAY
Heartland Advisors Inc. reduced its stake in DENTSPLY SIRONA Inc. by 14% in the third quarter, selling 214,126 shares and ending with 1,312,207 shares valued at approximately $16.65 million. This move comes as analysts have largely lowered price targets and maintained "Reduce" or "Hold" ratings for the dental equipment supplier, with an average price target of $14.25. Insider selling also occurred, with Director Gregory T. Lucier selling 82,200 shares.
Heartland Advisors Inc. Cuts Holdings in Radian Group Inc. $RDN
Heartland Advisors Inc. reduced its stake in Radian Group Inc. by 14.3% in the third quarter, selling 50,000 shares and retaining 300,000 shares valued at approximately $10.87 million. Despite this reduction, institutional investors collectively own 95.33% of Radian Group. The stock currently holds a "Hold" consensus rating from analysts, with an average price target of $40.20.
Sysco Corporation $SYY Shares Sold by PNC Financial Services Group Inc.
PNC Financial Services Group Inc. reduced its stake in Sysco Corporation (NYSE:SYY) by 4.2% in the third quarter, selling 20,276 shares and retaining 462,580 shares valued at approximately $38.09 million. Sysco reported Q earnings of $0.99 EPS, beating estimates, and revenue of $20.76 billion. The company has a "Moderate Buy" consensus rating with a target price of $89.69, and recent insider selling was noted.
Principal Financial Group Inc. Invests $3.18 Million in REV Group, Inc. $REVG
Principal Financial Group Inc. has acquired a new stake in REV Group, Inc. (NYSE:REVG), purchasing 56,038 shares valued at approximately $3.18 million. This acquisition represents about 0.11% ownership of REV Group. The investment comes as REV Group reported strong quarterly earnings, beating analyst estimates with $0.83 EPS and $664.4 million in revenue, an 11.1% increase year-over-year.
Brookdale (BKD) Reports Q4: Everything You Need To Know Ahead Of Earnings
Brookdale Senior Living (BKD) is set to announce its Q4 earnings results after market close this Wednesday. Analysts anticipate a 1.8% year-on-year revenue decline to $767 million and an adjusted loss of -$0.18 per share. Despite an average analyst price target of $19, the company missed revenue and EPS expectations in the previous quarter.
Todd Asset Management LLC Makes New Investment in DaVita Inc. $DVA
Todd Asset Management LLC has recently acquired a new position in DaVita Inc. (NYSE:DVA), purchasing 164,387 shares valued at approximately $21.84 million. This move is part of broader institutional interest, with several other hedge funds also increasing their stakes in the kidney care provider. Analysts have issued a range of ratings, with a consensus "Hold" and an average target price of $160.50, following recent positive earnings results where DaVita beat expectations.
Why DaVita (DVA) Is Up 5.8% After Massive Buybacks Amid Softer Earnings - And What's Next
DaVita Inc. reported softer fourth-quarter 2025 earnings with decreased net income and EPS, despite higher revenue, yet its stock rose 5.8%. This increase is attributed to significant share repurchases, totaling over US$7.45 billion since 2020, which have reduced the share count and highlighted management's commitment to capital returns. The company is actively focusing on transitioning to integrated, value-based kidney care, which investors hope will offset ongoing margin pressures and treatment volume headwinds.
Labcorp (LH) To Report Earnings Tomorrow: Here Is What To Expect
Labcorp (LH) is set to announce its earnings results on Tuesday before market hours. Analysts anticipate a 7.2% year-on-year revenue growth to $3.57 billion and adjusted earnings of $3.94 per share. The company has generally met or exceeded revenue estimates in the past, and its stock has recently outperformed its peers in the healthcare providers & services segment.
NeoGenomics (NEO) Q4 Earnings Report Preview: What To Look For
NeoGenomics (NEO) is set to release its Q4 earnings report this Tuesday. Analysts anticipate a 9.5% year-on-year revenue growth to $188.3 million and adjusted earnings of $0.04 per share. The company has a history of missing Wall Street revenue estimates, and its stock has underperformed peers in the healthcare providers & services segment recently.
Labcorp (LH) To Report Earnings Tomorrow: Here Is What To Expect
Labcorp (LH) is set to report its earnings tomorrow before market hours. Analysts expect the company's revenue to grow 7.2% year-on-year to $3.57 billion, with adjusted earnings anticipated at $3.94 per share. While the healthcare providers & services segment has generally underperformed, Labcorp's shares are up 4.2% over the last month and it heads into earnings with an average analyst price target higher than its current share price.
National Donor Day Spotlight: DaVita Patient Care Technician Donates Kidney
This article highlights Holly, a DaVita Patient Care Technician, who selflessly donated her kidney through a paired exchange program after her husband was diagnosed with end-stage kidney disease. Her act on National Donor Day provided hope for her husband's own transplant and expanded access to life-saving organs for others. DaVita is recognized as a leading kidney care provider improving the quality of life for approximately 295,000 patients globally.
Can DaVita Stock Hold Up When Markets Turn?
The article analyzes DaVita's (DVA) stock resilience during market downturns, despite its recent 43.4% rally. It examines DVA's performance across various economic crises, including the 2022 Inflation Shock, 2020 Covid Pandemic, 2018 Correction, and 2008 Global Financial Crisis, comparing its declines and recovery times to the S&P 500. The analysis concludes that while DVA's operational performance is moderate and valuation low, the stock has historically shown a capacity for recovery, often outpacing the broader market in recovery time, making it potentially risky but still a consideration for investors in a portfolio approach.
Chemed backs $300M share buyback and a 219th straight dividend
Chemed Corporation has authorized an additional $300 million for its existing share repurchase program, to be funded by cash from operations and a revolving credit facility. The company also declared a quarterly cash dividend of $0.60 per share, payable on March 13, 2026, marking its 219th consecutive quarterly dividend over 54 years. Chemed operates through its subsidiaries VITAS Healthcare and Roto-Rooter.
LSV Asset Management Sells 13,700 Shares of DaVita Inc. $DVA
LSV Asset Management reduced its stake in DaVita Inc. by 1.5% in the third quarter, selling 13,700 shares. Despite this, other hedge funds, including National Pension Service and Assenagon Asset Management S.A., notably increased their positions in the kidney care provider. DaVita's stock recently opened at $149.84, and analysts project an EPS of 10.76 for the current year.
AlphaQuest LLC Sells 12,031 Shares of DaVita Inc. $DVA
AlphaQuest LLC significantly reduced its stake in DaVita Inc. by selling 12,031 shares, decreasing its position by 92.7% during the third quarter. Despite this, several other institutional investors increased their holdings in DaVita. The stock has a consensus "Hold" rating from analysts with a target price of $160.50, and recently reported strong earnings, beating consensus estimates.
BAX Stock Falls Following Q4 Earnings Miss, Margins Contract
Baxter International Inc. (BAX) reported fourth-quarter 2025 adjusted earnings per share of 44 cents, missing analyst estimates by 17%, and revenues of $2.97 billion, which beat estimates. The company's adjusted gross margin contracted significantly by 900 basis points to 35.5%, leading to a 13.3% drop in BAX shares in pre-market trading. Baxter also provided a cautious outlook for 2026, forecasting flat to 1% sales growth and an adjusted EPS range below consensus estimates.
Globus Medical (GMED) to Report Q4 Results: Wall Street Expects Earnings Growth
Globus Medical (GMED) is projected to report a significant year-over-year increase in Q4 2025 earnings and revenues, with earnings expected to rise by 26.2% to $1.06 per share and revenues by 19.9% to $787.85 million. The company's positive Earnings ESP of +3.92% combined with a Zacks Rank #2 suggests a high likelihood of an earnings beat, building on a history of outperforming consensus EPS estimates in three of the last four quarters. Another industry player, Glaukos (GKOS), is also expected to beat estimates with an Earnings ESP of +11.94% and a Zacks Rank #3.
AVTR Stock Plunges Despite Q4 Earnings Beat Estimates, Margins Decline
Avantor, Inc. (AVTR) reported a Q4 2025 adjusted EPS of 22 cents and revenues of $1.66 billion, both surpassing Zacks Consensus Estimates. Despite the beat, the company's stock plunged due to a year-over-year decline in both earnings and revenues, and significant margin contraction. Avantor provided a cautious outlook for 2026, anticipating negative organic revenue growth and continued margin pressure, as it embarks on a "Revival" initiative to stabilize the business.
QuidelOrtho Q4 Earnings and Revenues Beat Estimates, Margins Down
QuidelOrtho (QDEL) reported fourth-quarter 2025 adjusted earnings of 46 cents per share, surpassing the Zacks Consensus Estimate despite a year-over-year decline. The company's revenues reached $723.6 million, exceeding estimates by 3.6% and showing a 2.2% increase year-over-year. While some business units like Labs and Immunohematology saw growth, respiratory revenues and margins contracted, leading to a Zacks Rank #4 (Sell).
The Dialysis Renaissance: How DaVita (DVA) Conquered the GLP-1 Fear and Defined Healthcare Resilience in 2026
DaVita Inc. (DVA) has experienced a significant resurgence in early 2026, overcoming previous skepticism related to GLP-1 drugs that were thought to threaten chronic kidney disease management. The company has transformed from a volume-based dialysis operator into a value-based manager of integrated kidney care, with its Integrated Kidney Care segment achieving profitability. Aggressive share buybacks, a clarified regulatory environment, and strong financial performance have driven its stock to new all-time highs.
ECL Stock Falls in Pre-Market Despite Q4 Earnings Beat, Margins Expand
Ecolab Inc. (ECL) reported better-than-expected fourth-quarter and full-year 2025 financial results, with adjusted EPS and revenues surpassing Zacks Consensus Estimates. Despite the strong performance and expanded margins, the company's stock experienced a slight pre-market dip. Ecolab also provided an optimistic outlook for Q1 and full-year 2026, driven by accelerating organic sales growth, productivity initiatives, and strategic acquisitions like Ovivo Electronics.
Simon Property Stock Up 8% YTD in 2026: Analysts See 13% Upside to $226 Target
Shares of retail REIT Simon Property Group (SPG) rose 4% last week, fueled by strong Q4 earnings and a new $2 billion share buyback program. The company reported record Real Estate FFO and strong 2026 guidance, leading analysts to project a 13% upside to a $226 target price based on their valuation model. This positive outlook is supported by robust business execution, including increased occupancy rates, leasing activity, and strategic redevelopments.
DaVita Stock: Is Wall Street Bullish or Bearish?
DaVita Inc. (DVA), a leading kidney care provider, has seen its stock decline by 18.2% over the past year due to rising costs and a ransomware attack. However, the stock is up 24% year-to-date after reporting stronger-than-expected Q4 2025 results. Wall Street analysts currently have a consensus "Hold" rating on DVA, with UBS maintaining a "Buy" rating and a $190 price target, suggesting a potential upside of 34.9%.
The 5 Most Interesting Analyst Questions From DaVita’s Q4 Earnings Call
DaVita (DVA) surpassed Q4 analyst expectations for revenue and non-GAAP profit, driven by revenue per treatment growth and strong performance in its Integrated Kidney Care (IKC) segment. Despite a decline in operating margin, CEO Javier Rodriguez highlighted progress in patient outcomes. This article details the key financial performance and five interesting analyst questions from the earnings call, covering topics like treatment volume growth, missed treatments, regulatory offsets, IKC profit improvement, and vaccination rates.
Quest (DGX) Q4 Earnings: What To Expect
Quest Diagnostics (DGX) is set to announce its Q4 earnings on Tuesday morning, with analysts expecting a 5.1% year-on-year revenue growth to $2.75 billion and adjusted earnings of $2.36 per share. The company has a history of exceeding Wall Street's revenue expectations. Despite debates over economic stability and a general underperformance in the healthcare providers & services segment, Quest has seen a 9.1% increase in share price over the last month.
DaVita Dipped 6% After Big Run-Up: Why Analysts See a Path to $210 in 2026
Shares of DaVita Inc. (DVA) dropped 5.6% due to profit-taking and news of Berkshire Hathaway selling a portion of its stake, despite a strong Q4 performance. Analysts, however, see significant upside, with TIKR's Advanced Valuation Model targeting $207 due to the success of DaVita's Integrated Kidney Care segment and its shift to value-based care. The company's improving fundamentals and cash flow generation suggest it's undervalued, potentially offering a compelling opportunity for long-term investors.
DaVita (DVA) Is Up 28.8% After Strong 2026 Guidance And Heavy Buybacks - What's Changed
DaVita (DVA) saw its stock price jump by 28.8% after reporting strong 2026 earnings guidance and completing over $7.20 billion in multi-year share repurchases. While Q4 2025 revenue increased, net income and EPS softened year-over-year, emphasizing the importance of profitability alongside top-line growth. The new outlook has created near-term catalysts, but the company still faces risks from high leverage, tight margins, and regulatory reimbursement.
DaVita Inc. $DVA Shares Sold by Allianz Asset Management GmbH
Allianz Asset Management GmbH significantly reduced its stake in DaVita Inc. (NYSE:DVA) by 22.8% in Q3, selling 79,066 shares. Despite this, DaVita reported strong Q1 results, beating analyst expectations with $3.40 EPS and $3.62 billion in revenue, and provided positive FY2026 EPS guidance. The stock rose approximately 5.2% following the earnings report, even though Wall Street analysts maintain a consensus "Hold" rating with a target price of $160.50.
Hut 8 Stocks Surge as Analysts Issue Positive Ratings
Hut 8 Corp. (NASDAQ: HUT) stocks surged by 14.95% after analysts issued positive "Buy" ratings, citing the company's focus on AI, digital asset strategies, and strong industry partnerships. The company's recent Q4 earnings reported $0.43 EPS and $162.4M in revenue, with B. Riley raising its price target to $76 based on strategic projects and innovative AI data centers. Though facing temporary liquidity challenges, Hut 8's long-term vision in AI infrastructure and sustainable growth, including a $7B deal in digital asset management and hyperscale developments, underpins investor confidence and an encouraging outlook.
Intuit Inc. (NASDAQ:INTU) Emerges as a Prime Affordable Growth Stock
Intuit Inc. (NASDAQ:INTU) is highlighted as a strong "Growth at a Reasonable Price" (GARP) stock, exhibiting consistent double-digit revenue and earnings growth. Its financial health is robust with high margins and low debt, making it an attractive option for investors seeking a balance of growth and value. The company's valuation, while not cheap, is considered fair relative to its industry and strong fundamentals, supporting future gain potential.
Even With A 30% Surge, Cautious Investors Are Not Rewarding DaVita Inc.'s (NYSE:DVA) Performance Completely
Despite a 30% surge in share price over the past month, DaVita Inc. (NYSE:DVA) is still down 13% over the last year, and its P/E ratio of 14.2x suggests investors are not fully rewarding its recent performance. This cautious sentiment stems from declining earnings, which fell 12% last year, even though analysts forecast 21% annual growth for the next three years, outpacing the broader market, indicating potential investor skepticism regarding future earnings stability.
Even With A 30% Surge, Cautious Investors Are Not Rewarding DaVita Inc.'s (NYSE:DVA) Performance Completely
Despite a recent 30% surge in its stock price, DaVita Inc. (NYSE:DVA) is still viewed cautiously by investors, as indicated by its relatively low P/E ratio of 14.2x compared to the broader US market. This caution stems from the company's recent earnings decline of 12% over the last year, despite an impressive 79% EPS growth over the past three years. Analysts, however, forecast a 21% annual growth for DaVita over the next three years, significantly outperforming the market's projected 12% growth, suggesting potential underlying concerns among shareholders.
Analysts Offer Insights on Healthcare Companies: DaVita (DVA) and Immunocore Holdings (IMCR)
The article reports on bullish analyst sentiments for two healthcare companies: DaVita (DVA) and Immunocore Holdings (IMCR). UBS analyst A.J. Rice maintained a Buy rating on DaVita with a $190.00 price target, while H.C. Wainwright analyst Patrick Trucchio reiterated a Buy rating on Immunocore Holdings with a $100.00 price target. Both analysts are highly rated within the Healthcare sector by TipRanks.
Is Cigna Group (CI) Pricing Look Attractive After Recent Share Price Weakness
Cigna Group (CI) shares have recently seen a decline, but a Discounted Cash Flow (DCF) analysis suggests the stock is currently undervalued by 66.7%, with an intrinsic value of $815.34 per share compared to its market price of $271.71. The company's P/E ratio of 11.81x is also below the healthcare industry average and its own "Fair Ratio" of 29.23x, further indicating a potential undervaluation according to Simply Wall St's analysis.
DaVita Inc. (NYSE:DVA) Given Consensus Rating of "Hold" by Brokerages
DaVita Inc. (NYSE:DVA) has received a consensus "Hold" rating from seven brokerages, with an average 12-month price target of $155.50. This comes after the kidney care provider surpassed Q4 earnings expectations with $3.40 EPS and $3.62 billion in revenue, also setting FY2026 guidance. Shares currently trade around $141.74, with institutional investors holding a significant portion of the company's stock.
