DVA at a glance
DaVita (DVA, SEC CIK 927066) filed its latest 10-K annual report on February 11, 2026, a 10-Q quarterly report on August 4, 2026, an 8-K current report on August 4, 2026 and Form 4 insider filings as recently as September 24, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), DaVita (DVA) reported revenue of $13.6 billion (up 6.5% from FY2024) and net income of $746.8 million. Diluted EPS was $9.84.
- As of June 30, 2026, 37 institutional investment managers tracked by SignalX reported holding DaVita (DVA) shares worth $9.9 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by BERKSHIRE HATHAWAY INC on July 31, 2026 of 182,980 shares at $199.55 per share.
- In the last 90 days, DVA insiders reported 0 open-market purchases ($0) and 1 open-market sale ($36.5M) on Form 4, a net sale of $36.5M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $13.6B
- +6.5% vs prior year
- Insiders · 90 days
- 0 buys · 1 sell
- Net −$36.5M
- 13F holders
- 37 funds
- $9.9B · +1 vs prior quarter
- Latest 8-K
- Aug 4, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: Providing kidney care services with significant revenues from commercial insurance and government programs like Medicare, Medicaid, and Veterans Affairs
- New emphasis: Expansion in integrated kidney care offerings including home-based dialysis, U.S. integrated kidney care business, and ancillary services
- Strategic shift: Increased focus on negotiating private payor contracts amid downward reimbursement pressures and evolving value-based care models
- Quantitative metric: Approximately 200,500 U.S. dialysis patients managed, with commercial payors generating nearly all profit from dialysis treatment
- Noteworthy risk: Severe 2024 supply chain disruption from a natural disaster caused increased expenses and slowed growth in home dialysis business
Risk Factors
- Legal risk: accrual for potential third-party judgment costs of $25 million for unspecified legal matters
- Macroeconomic exposure: $10.16 billion long-term debt principal maturity with $5.29 billion due after 2030
- Operational risk: revenue estimating risk up to 1% of revenue, impacting ~5% of U.S. dialysis operating income due to complex payor billing
- Competitive risk: goodwill impairment triggered by changes in reimbursement structure or market conditions affecting segments
- Financial risk: $1.53 billion potential cash obligations from put provisions for noncontrolling interests in dialysis partnerships
Management Discussion & Analysis
- Forward-looking risks include reimbursement rate declines, patient mix shifts, and increased competition pressures
- Cybersecurity incident in 2025 noted, impacting billing systems and cash flow variability risks
- Capital allocation plans discussed in general terms; no specific buyback, dividend, or capex amounts provided
- Management highlights regulatory, market, supply chain, labor, and technology risks affecting future operations and growth
AI summary of the DVA 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Cash-flow and capital-deployment details absent from provided text
- Near-term headwinds: reimbursement pressure, commercial-payor mix risk, tariffs, labor costs, supply disruptions, cyber incident impacts
Risk Factors
- Filing excerpt excludes the Risk Factors section, preventing assessment of new or changed risks
- Share-repurchase authorization risk, with $1,373 million remaining as of July 31, 2026
- Credit-agreement constraint risk, including limitations on repurchases under current senior secured credit facilities
- No defaults reported on senior securities during the quarter ended June 30, 2026
AI summary of the DVA 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- DaVita announced financial results for quarter ended June 30, 2026
- Detailed revenue, earnings, and operating metrics available in Exhibit 99.1
Item EX-99.1: Item EX-99.1
- Q2 revenue $3.554B and operating income $579M, with operating margin expanding to 16.3% from 14.1% in Q1
- Diluted EPS $4.02 versus $2.87 in Q1, supported by net income attributable to DaVita Inc. of $265M
Item 2.03: Creation of a Direct Financial Obligation
- Item 2.03 disclosure is incomplete, providing no amount, terms, interest rate, maturity, or borrowing purpose
- Investors should review the filing’s exhibits for the underlying financial obligation details
Item 1.01: Entry into a Material Definitive Agreement
- $500M incremental borrowing under senior secured Tranche B-2 term facility maturing May 2031
- Interest: Term SOFR plus 175 basis points or Base Rate plus 75 basis points
Item 5.07: Submission of Matters to a Vote of Security Holders
- 59,865,902 shares represented, approximately 91% of outstanding shares, indicating strong shareholder participation
- All nine director nominees elected for terms expiring at the 2027 annual meeting
Item EX-99.1: Item EX-99.1
- Q1 2026 revenue $3.416B, up from $3.224B; operating income $482M and margin 14.1%
- Diluted EPS $2.87, up from $2.00 year over year but below $2.94 in Q4 2025
Item 2.02: Results of Operations and Financial Condition
- DaVita announced financial results for quarter ended March 31, 2026
- Detailed results, guidance, and management commentary available in Exhibit 99.1 press release
AI summaries of DVA 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for DVA
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Maughan David Paul | F | Sep 22, 2026 | 7,501 | $182.34 |
| Schechter Adam H | A | Aug 15, 2026 | 278 | - |
| Schoppert Wendy Lee | A | Aug 15, 2026 | 278 | - |
| Hollar Jason M. | A | Aug 15, 2026 | 278 | - |
| Pullin Dennis W | A | Aug 15, 2026 | 278 | - |
| Moore Gregory J. | A | Aug 15, 2026 | 278 | - |
| YALE PHYLLIS R | A | Aug 15, 2026 | 278 | - |
| Arway Pamela M | A | Aug 15, 2026 | 278 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $12.8B | $13.6B |
| Operating Income | - | $2.1B | $2.0B |
| Net Income | $691.5M | $936.3M | $746.8M |
| Op. Margin | - | 16.3% | 15.0% |
| Net Margin | - | 7.3% | 5.5% |
| Balance Sheet | |||
| Total Assets | $16.9B | $17.3B | $17.5B |
| Equity | - | $121.1M | -$651.1M |
| ROE | - | 773.1% | -114.7% |
| Per Share | |||
| EPS | $7.42 | $10.73 | $9.84 |
| Cash Flow | |||
| Operating CF | - | $2.0B | $1.9B |
| CapEx | $568.0M | $555.4M | $575.9M |
Source: XBRL data in DaVita (DVA)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate DVA share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 37 | $9.85B |
| Q1 2026 | 36 | $7.11B |
| Q4 2025 | 34 | $5.55B |
| Q3 2025 | 33 | $6.65B |
| Q2 2025 | 32 | $7.50B |
| Q1 2025 | 29 | $7.60B |
| Q4 2024 | 27 | $7.33B |
| Q3 2024 | 24 | $7.19B |
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Source: 13F-HR filings on SEC EDGAR (aggregated from 252 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
DVA filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 24, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 10-Q | Aug 4, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Aug 4, 2026 | - | - | - |
| 8-K | Aug 4, 2026 | - | Analysis | - |
| 4 | Jun 17, 2026 | - | - | - |
| 4 | Jun 17, 2026 | - | - | - |
| 8-K | Jun 8, 2026 | - | Analysis | |
| 4 | May 28, 2026 | - | - | |
| 4 | May 18, 2026 | - | - | |
| 4 | May 18, 2026 | - | - | |
| 4 | May 13, 2026 | - | - | |
| 4 | May 11, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 8-K | May 5, 2026 | - | Analysis | - |
| 10-Q | May 5, 2026 | Mar 31, 2026 | Analysis | |
| 4 | May 5, 2026 | - | - | - |
| 4 | Mar 17, 2026 | - | - | - |
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DVA SEC filings: frequently asked questions
Are DVA insiders buying or selling?
In the last 90 days, DaVita (DVA) officers, directors and 10% owners reported no open-market purchases and 1 open-market sale worth $36.5 million by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold DVA stock?
As of June 30, 2026, the largest DaVita (DVA) holders among the 13F filers tracked by SignalX were Berkshire Hathaway Inc ($6.4 billion), BlackRock ($547.5 million), Vanguard Capital Management LLC ($467.5 million), Morgan Stanley ($356.3 million), Vanguard Portfolio Management LLC ($306.6 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was DVA's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), DaVita (DVA) reported revenue of $13.6 billion (up 6.5% from FY2024) and net income of $746.8 million. Diluted EPS was $9.84. The figures come from the XBRL data in the 10-K.
What are the main risks in DVA's latest 10-K?
In the 10-K filed February 11, 2026, DaVita (DVA) flagged: Legal risk: accrual for potential third-party judgment costs of $25 million for unspecified legal matters. Macroeconomic exposure: $10.16 billion long-term debt principal maturity with $5.29 billion due after 2030. (AI summary of the Risk Factors section.)
What did DVA report in its latest 8-K?
DaVita (DVA) filed an 8-K on August 4, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). DaVita announced financial results for quarter ended June 30, 2026.
What are the latest DVA SEC filings?
DaVita (DVA) filed its latest 10-K annual report on February 11, 2026, a 10-Q quarterly report on August 4, 2026, an 8-K current report on August 4, 2026 and a Form 4 insider filing on September 24, 2026.
What is DVA's SEC CIK number?
DaVita (DVA)'s SEC Central Index Key (CIK) is 927066. EDGAR lists every DVA filing under that number.
Ask anything about DVA
The research agent reads DVA's filings, financials, insider trades and 13F holders, then answers with sources.