Greg Abel—CEO and top stock picker—reduced the company’s portfolio in financial shares during the second quarter.

Berkshire Hathaway (BRK-A, BRK-B), under new CEO Greg Abel, increased its Alphabet position, making the Google parent its third-largest U.S.-listed equity holding by market value, behind Apple (AAPL) and American Express (AXP). According to a new filing, Berkshire held roughly 106 million Alphabet shares, valued at $37.9 billion, as of the end of June. Recent reporting confirms Berkshire invested about $10 billion in Alphabet during the second quarter.

DaVita’s second quarter results surpassed Wall Street’s revenue and adjusted profit expectations, but the market response was notably negative. Management attributed this to a mix of operational and industry-specific challenges, including flat treatment volumes and sequential declines in revenue per treatment, primarily due to a less favorable commercial mix and reduced revenue from phosphate binders. CEO Javier Rodriguez emphasized, “Our growth is mainly performance clinical—that expands life,

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Mortality gains drove treatment growth despite payor mix headwinds.

Though DaVita has outpaced the broader market over the past year, Wall Street analysts maintain a cautiously optimistic outlook on the stock’s prospects.

DaVita stock has climbed 69.6% over the past three years. After a recent pullback and a strong value score, the current price still raises questions about how much upside investors are actually paying for. Over the past 3 years, DaVita has returned 69.6%, which puts recent share price weakness in the context of a longer period of strong gains. Support for the valuation can come from expectations that DaVita benefits from growing demand for integrated kidney and metabolic care. Execution...

DaVita HealthCare Partners Inc. (NYSE:DVA) shares gained around 2.

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

DVA's second-quarter 2026 results show profit growth, but narrowing margins and a weaker commercial mix weigh on the performance.

DaVita's Q2 earnings call highlights mortality-led volume gains and broader middle molecule access, while management held 2026 guidance amid reimbursement pressure.

Moby summary of DaVita Inc.'s Q2 2026 earnings call

DaVita (NYSE:DVA) reported second-quarter results that management said were broadly in line with expectations, supported by accelerating treatment-volume growth and lower mortality among patients. The kidney-care company reaffirmed its full-year 2026 guidance, while outlining plans to expand access

DaVita Inc (DVA) reports adjusted EPS of $4.02 and reaffirms full-year guidance amid successful phosphate binder transition and expanded HD dialyzer rollout.

DaVita HealthCare (DVA) delivered earnings and revenue surprises of +0.25% and +0.61%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Dialysis provider DaVita Inc. (NYSE:DVA) announced better-than-expected revenue in Q2 CY2026, with sales up 5.2% year on year to $3.55 billion. Its non-GAAP profit of $4.02 per share was 3.6% above analysts’ consensus estimates.

Shares fell, wiping out most of their gains since the start of the year, after the German dialysis specialist reported another decline in U.S. treatment volumes in the second quarter.

The VistaShares Target 15 Berkshire Select Income ETF has topped Berkshire stock’s return of 3% since March 2025.

DVA's Q2 results are likely to benefit from volume growth and RPT recovery, but payor mix pressure and spending on technology could limit margin gains.

Dialysis provider DaVita Inc. (NYSE:DVA) will be reporting earnings this Tuesday afternoon. Here’s what you need to know.

DGX raised its 2026 outlook as testing demand surged, but lower-margin deals and rising project costs could temper the payoff.

Quest Diagnostics' earnings beat, raised 2026 outlook and broad testing demand support momentum, but valuation, debt and margin pressure temper the buy case.

DGX's broad testing demand, payer access, advanced diagnostics and partnerships support 2026 growth as AI and automation target costs.

DaVita’s modeled fair value has shifted from US$193.71 to US$208.57, signaling a fresh round of updated price targets that investors are watching closely. Recent analyst commentary has taken a mixed but generally constructive tone, with higher targets often linked to DaVita’s growth investments, technology efforts, and focus on patient outcomes. As you read on, you will see how these changing targets fit into the broader DaVita story and what to monitor as the narrative evolves. Analyst Price...

DVA's IKC momentum, higher 2026 guidance and technology investments support growth, while reimbursement and payer-mix risks cloud the outlook.

Xeltis recently secured an additional €20.5 million in funding led by Horizon 3 Healthcare, with DaVita participating to help advance the aXess™ vascular access platform through US trials, regulatory submissions, and European rollout. Alongside this investment, investor attention has intensified around DaVita’s upcoming August 2026 earnings report and its initiatives to expand equitable access to kidney care, including home dialysis and transplant support. With DaVita’s recent returns in...

What a time it’s been for DaVita. In the past six months alone, the company’s stock price has increased by a massive 122%, reaching $235.17 per share. This was partly thanks to its solid quarterly results, and the run-up might have investors contemplating their next move.

In the latest trading session, DaVita HealthCare (DVA) closed at $239.46, marking a +1.33% move from the previous day.

Moon Capital Management, LLC, an investment management company, released its second quarter 2025 investor letter. A copy of the letter can be downloaded here. The S&P 500 index rebounded in the second quarter, achieving a 9.6% return for the first half of the year, while Moon Capital Management’s equity portfolio gained 4%. AI-related stocks led […]

While the S&P 500 (^GSPC) includes industry leaders, not every stock in the index is a winner. Some companies are past their prime, weighed down by poor execution, weak financials, or structural headwinds.

DaVita HealthCare (DVA) reached $236.97 at the closing of the latest trading day, reflecting a +1.26% change compared to its last close.

Even if a company is profitable, it doesn’t always mean it’s a great investment. Some struggle to maintain growth, face looming threats, or fail to reinvest wisely, limiting their future potential.

In the closing of the recent trading day, DaVita HealthCare (DVA) stood at $234.01, denoting a +1.04% move from the preceding trading day.

DaVita is entering earnings with strong momentum as investors look for another quarter of solid execution.

Wall Street’s bearish price targets for the stocks in this article signal serious concerns. Such forecasts are uncommon in an industry where maintaining cordial corporate relationships often trumps delivering the hard truth.