DVA
DaVita Inc.
OpenVolumeMkt capP/EEPSDiv yield
Day – 52-wk –
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
DaVita has 5 disclosed suppliers and 3 disclosed customers in SEC filings.
SentenceDaVita represented 16% and 45% of net sales for the years ended December 31, 2025 and 2024, respectively.
basisRMTI FY2025 revenue $69MDVA FY2025 revenue $13.6B
SentenceOur tenants include many nationally recognized healthcare providers, such as Adventist HealthCare, Inc., Hospital Corporation of America, Fresenius Medical Care AG & Co, Davita, Inc., Tenet Healthcare Corporation, Catholic Healthcare Initiatives, and Lifepoint Health.
SentenceAs noted above and previously reported, due to a cybersecurity breach that affected CHC, a subsidiary of UnitedHealth Group Incorporated (United) that serves as an intermediary for processing the vast majority of our payment claims for domestic commercial and government payors, we temporarily suspended all claims processing activity with CHC (CHC Outage), primarily during a period of time during the first and second quarters of 2024, which impacted our cash flows.
DVA 10-Kaccession 0000927066-25-000012
SentenceOn March 5, 2024, we entered into four separate purchase agreements with Fresenius Medical Care AG and its affiliates to acquire their dialysis service operations in Chile, Ecuador, Colombia and Brazil.
DVA 10-Kaccession 0000927066-25-000012
SentenceFor the year ended December 31, 2025, approximately 89% of our total U.S. dialysis patients were covered under some form of government-based program, with approximately 73% of our total U.S. dialysis patients covered under Medicare and Medicare Advantage plans.
DVA 10-Kaccession 0000927066-26-000012
SentenceIn addition, in 2019 and subsequently renewed, we entered into a Nationwide Dialysis Services contract with the VA that includes five separate one-year renewal periods throughout the term of the contract.
DVA 10-Kaccession 0000927066-25-000012
SentenceThe sources of our U.S. dialysis revenues are principally from government-based programs, including Medicare and Medicare Advantage plans, Medicaid and managed Medicaid plans, other government-based programs including our agreement with the Veterans Administration, and commercial insurance plans.
DVA 10-Kaccession 0000927066-25-000012
DaVita Inc.
186.62
Last report5 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
−3.01%
vs ±10.1% implied · ×0.30
shaded = implied · ▲▼ = realized
Expected move
Inputs8Q avg ±11.4%·×0.69·cheap
straddle ±14.8%
spot 187.50exp Feb 19ATM strike 190ATM straddle 32.55IV 39%