• The consensus price target for DaVita Inc. (NYSE:DVA) has experienced a slight decrease, indicating a reduction in short-term analyst optimism.
• Despite a 50% year-over-year increase in interest expenses, DaVita has managed to reduce its share count by over 10% in the past six months.
• DaVita's international revenues have seen a 36% year-over-year growth, highlighting its potential for expansion outside the U.S.

DaVita Inc. (NYSE:DVA) is a prominent player in the healthcare sector, specializing in kidney dialysis services for patients with chronic kidney failure. The company operates a wide network of outpatient dialysis centers and offers services like lab tests and disease management. With a strong presence in the U.S. and internationally, DaVita serves a large patient base, providing essential healthcare services.

The consensus price target for DaVita has seen a downward trend over the past year. Last month, the target was $144.50, slightly down from $145.67 last quarter. This minor reduction suggests a slight decrease in analyst optimism for DaVita's stock in the short term. Despite this, DaVita remains under the spotlight for value investors, as highlighted by Zacks.

In the medium term, the price target decreased from $155.25 last year to $145.67 last quarter. This more significant decline may be due to changes in market conditions or company performance. DaVita has aggressively reduced its share count by over 10% in the past six months, even as it faced a 50% year-over-year increase in interest expenses.

Over the long term, the consensus price target has decreased by approximately $10.75 from last year to the current period. This decline may reflect broader challenges in the healthcare sector or company-specific factors. Despite this, DaVita's international revenues have grown by 36% year-over-year, showcasing its potential for growth outside the U.S.

DaVita is also awaiting regulatory approval for an acquisition from Fresenius Medical Care AG in Brazil. However, in the U.S., DaVita experienced a 1.1% year-over-year decline in volumes during the second quarter of 2025, attributed to missed treatments from a severe flu season and a cyber attack. Analyst David MacDonald from Truist Financial has set a price target of $90 for DaVita.