DaVita Inc. DVA

DaVita Inc., anteriormente DaVita HealthCare Partners Inc., opera una división: DaVita Kidney Care (Cuidado Renal). La división de Cuidado Renal consiste en los servicios de diálisis y laboratorio relacionados de la Compañía en Estados Unidos, sus servicios auxiliares e iniciativas estratégicas, incluidas sus operaciones internacionales, y su apoyo administrativo corporativo. Los segmentos de la Compañía incluyen servicios de diálisis y laboratorio relacionados en Estados Unidos y otros servicios auxiliares e iniciativas estratégicas. Su línea de negocio de servicios de diálisis y laboratorio relacionados en Estados Unidos proporciona servicios de diálisis renal en Estados Unidos para pacientes que sufren de insuficiencia renal crónica, también conocida como enfermedad renal en etapa terminal (ESRD). Además, al 31 de marzo de 2019, la Compañía operaba o proporcionaba servicios administrativos a 243 centros de diálisis ambulatoria ubicados en nueve países fuera de Estados Unidos.

DVA hizo una división de acciones (split) de 2:1 el 9 de septiembre de 2013: cada acción se convirtió en 2. Cambió la cantidad de acciones y su precio, pero no el valor total de la inversión.

• Zacks Investment Research 2 oct

  DaVita HealthCare (DVA) Laps the Stock Market: Here's Why

  DaVita HealthCare (DVA) closed at $178.69, up 1.33%, outperforming the S&P 500's 0.73% gain. The kidney dialysis provider is projected to report earnings of $3.78 per share with 50.6% year-over-year growth. The stock trades at a Forward P/E of 12.1, below the industry average of 19.68, and holds a Zacks Rank of #3 (Hold) with a PEG ratio of 0.46, indicating potential value.

  

• Zacks Investment Research 3 sept

  Can Fresenius Medical's 5008X Rollout Drive the Next Growth Phase?

  Fresenius Medical Care is scaling up its 5008X CAREsystem rollout, converting 227 U.S. clinics to the new technology by July 2026, representing 10% of its machine base. The company has performed over 600,000 treatments including 100,000+ high-volume hemodiafiltration treatments, showing clinical promise with 40% fewer muscle cramps. However, near-term headwinds include weak U.S. treatment volume growth (-0.9%), TDAPA reimbursement pressure (€50 million drag expected), and significant rollout implementation costs.

  

• Zacks Investment Research 31 ago

  Zacks Industry Outlook Highlights DaVita, LifeStance Health, Option Care Health, and Aveanna Healthcare

  The Outpatient & Home Healthcare industry is experiencing rapid growth driven by digital transformation, an aging population, and cost-effectiveness advantages. The industry has a Zacks Industry Rank #52 (top 21%) with a forward P/E of 19.1X. Four key stocks are highlighted: LifeStance Health (Rank #2) with 19.7% revenue growth, Option Care Health (Rank #2) with 1.9% revenue growth, Aveanna Healthcare (Rank #2) with 10.6% revenue growth, and DaVita (Rank #3) with 4.7% revenue growth.

  

• The Motley Fool 27 ago

  Warren Buffett and Greg Abel Quietly Hold a Bigger Percentage of This Company Than Any Other in Berkshire's Portfolio (Hint: It's Not Apple or American Express)

  Berkshire Hathaway holds nearly 45% of DaVita, a kidney dialysis healthcare company, representing its largest proportional equity stake—larger than Apple or American Express. Despite recent modest sell-offs in 2025, DaVita has surged over 56% year-to-date, driven by strong Q1 earnings that beat analyst expectations. The company offers consistent profitability, revenue growth, and an attractive forward P/E ratio of just over 12.

  

• The Motley Fool 9 jul

  Everyone Is Watching Greg Abel. But Another Berkshire Hathaway Stock Picker Is Quietly Winning in 2026.

  While Greg Abel has taken over as CEO of Berkshire Hathaway, investment manager Ted Weschler continues to play a significant role in portfolio decisions. Two stocks personally selected by Weschler—DaVita and Sirius XM—have performed exceptionally well in 2026, with DaVita up over 102% and Sirius XM up over 50% year-to-date. This suggests Berkshire is maintaining its traditional value investing approach alongside Abel's newer pivot toward technology stocks.