Here's What to Expect From DaVita's Next Earnings Report

Company Overview - DaVita Inc. (DVA) has a market cap of $7.3 billion and is a leading provider of kidney dialysis services in the U.S., operating outpatient dialysis centers and clinical laboratories for chronic kidney failure patients [1] - The company also offers hospital-based and home dialysis, integrated care programs, physician services, and comprehensive kidney care solutions [1] Financial Performance - Analysts expect DaVita to report an adjusted EPS of $3.24 for fiscal Q4 2025, a 44.6% increase from $2.24 in the same quarter last year [2] - For fiscal 2025, adjusted EPS is projected to be $10.70, up 10.5% from $9.68 in fiscal 2024, with further growth expected to $12.89 in fiscal 2026, representing a 20.5% year-over-year increase [3] Stock Performance - DaVita's shares have decreased by 36.1% over the past 52 weeks, underperforming the S&P 500 Index's 17% rise and the State Street Health Care Select Sector SPDR ETF's 11.3% gain during the same period [4] - Following the Q3 2025 results announcement, DaVita's shares fell by 6.2% due to an adjusted EPS of $2.51, which was below analyst estimates [5] Cost and Operational Challenges - The decline in Q3 2025 performance was attributed to higher patient care costs, which rose nearly 6% year-over-year to $271.23 per treatment, increased general and administrative expenses of $322 million, and lower dialysis volumes [5] - An April ransomware attack also impacted investor sentiment, costing the company $11.7 million and disrupting operations [6] Analyst Sentiment - The consensus view among analysts on DVA stock is cautious, with a "Hold" rating overall; among eight analysts, one recommends "Strong Buy," six suggest "Hold," and one indicates "Moderate Sell" [6] - The average analyst price target for DaVita is $141, indicating a potential upside of 34.8% from current levels [6]