$DVA

Berkshire Hathaway, led by Warren Buffett, owns 28 million shares of DaVita (DVA), worth $5.18 billion. DaVita's stock is up 58% this year. Berkshire has been reducing its stake, selling over 1.2 million shares in recent quarters. DaVita's aggressive share buybacks have increased Berkshire's ownership to over 45%. DaVita reported $3.55 billion in Q2 revenue and $4.02 EPS, up 55% year-over-year.

DaVita (DVA), Franklin Resources (BEN), and Archer Daniels Midland (ADM) have each gained over 30% YTD. DVA benefits from improved reimbursement rates and cost discipline, with analysts projecting 18% earnings growth. BEN has moderated outflows and beaten earnings estimates. ADM raised guidance despite volatile global trade conditions.

DaVita (DVA) shares rose 10% after the company raised its 2026 earnings guidance to $14.10-$15.20 per share, exceeding analyst estimates. The stock is now trading at $193.86 with a market cap of $12.41 billion. Analysts have a 'Moderate Buy' rating and an average price target of $233.43, suggesting 23% upside potential.

DaVita (DVA) announced that all global operations now use 100% renewable energy, as detailed in its 2025 Community Care Report. The company aims for net-zero scope 1 and 2 emissions by 2050. DaVita's shift to renewables is expected to improve efficiency and reduce costs in its dialysis centers, which are energy-intensive. The company has a market cap of approximately $11.6 billion.

DaVita, a Colorado-based medical firm, agreed to a $15 million settlement for a data breach lawsuit affecting 2.3 million patients. The fund, capped at $15 million, will provide payments up to $2,500 for documented losses and $50 for others, plus three years of credit monitoring. DaVita denies wrongdoing, and the claims process is not yet open.

DaVita Inc. agreed to pay up to $15M to resolve a class-action lawsuit over a 2025 ransomware attack. The settlement, pending final approval, covers cash payouts, documented losses, and credit monitoring for affected patients. DaVita denies liability. The case is closely watched in the healthcare sector.

DaVita (DVA) expanded its partnership with Humana to manage Medicare Advantage members with early-stage chronic kidney disease. The stock has dropped 26.64% in 30 days but gained 53.82% year-to-date and 82.25% over three years. Analysts estimate a fair value of $218.43, suggesting the stock is undervalued at its current price of $176.14. Management highlights investments in technology and AI to drive efficiency and margin improvements.

Berkshire Hathaway reduced its stake in Capital One by 58% in Q2 2026, according to its 13F filing. The company cut its position from 7.15 million to 3 million shares. Capital One, which has a high growth score, saw its stock fall 12.61% year-to-date. Meanwhile, Third Point LLC increased its stake in Capital One, citing strong earnings.

Berkshire Hathaway's largest proportional holding is in DaVita (DVA), a kidney dialysis center operator, with a 45% stake. Berkshire has reduced its position from 36.1 million to 28.7 million shares since early 2025. DaVita's stock is up 56% year-to-date, with Q1 revenue of $3.4 billion and adjusted profit of $198 million. The company raised its EPS guidance to $14.10-$15.20.

DaVita (DVA) expanded its value-based care agreement with Humana to cover 10,000 Medicare Advantage members with chronic kidney disease. The deal aims to engage patients earlier and integrate comprehensive care. While it may improve earnings quality, its financial impact is expected to be modest. DaVita's shares have risen but remain sensitive to debt and reimbursement risks, with fair value estimates ranging from $218 to $453.