What’s So Good About DaVita (DVA) That Warren Buffett Remains Bullish On It Since 15 Years?

DaVita Inc. (NYSE:DVA) is included successful our database of the best Warren Buffett stocks.

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Buffett added DaVita Inc. (NYSE:DVA) to his portfolio successful 2011, purchasing 5.37 cardinal shares worthy $203.51 million, which made the banal Warren Buffett’s 20^th biggest holding arsenic of Q4 2011. Berkshire’s concern successful the banal has grown to $3.61 cardinal arsenic of Q4 2025, representing astir 32 cardinal shares.

DaVita Inc. (NYSE:DVA) besides enjoys the assurance of different hedge funds, with 40 hedge funds remaining bullish connected the stock. The combined hedge money involvement successful the institution totals $4.39 cardinal arsenic of Q4 2025.

DaVita Inc. (NYSE:DVA)’s bullish lawsuit is supported by unchangeable profitability, objective differentiation, and orderly superior allocation, adjacent arsenic attraction volumes proceed to look pressure. As of April 20, 2026, the banal has importantly outperformed its peers successful 2026, with shares up much than 30%, compared with a 2.8% summation for the Medical Care Facilities industry. That reflects the stock’s resurgence from the 52-week debased it deed earlier successful the year.

In 2025, DaVita Inc. (NYSE:DVA) reported $13.64 cardinal successful consolidated revenue, $2.09 cardinal successful adjusted operating income, and much than $1 cardinal successful escaped currency flow, highlighting the resilience of its halfway U.S. dialysis business, contempt a 1.1% diminution successful treatments.

A cardinal operator of optimism is DaVita Inc. (NYSE:DVA)’s integrated kidney attraction platform, which achieved profitability successful 2025, earlier than absorption anticipated.

Executives noted that IKC patients show amended outcomes compared to the broader dialysis population, including reduced hospitalization rates, less infections, stronger adherence, higher vaccination rates, and little dialysis costs. This reinforces the presumption that the company’s value-based attraction exemplary is some clinically effectual and financially stable.

Management besides outlined a credible way toward improving semipermanent attraction volumes done objective initiatives, specified arsenic higher vaccination rates, GLP-1 adoption, precocious dialysis technologies, and its strategical concern successful Elara Caring, announced successful February.

While the afloat interaction of these efforts whitethorn instrumentality clip to materialize, absorption is assured that they tin assistance thrust astir 2% measurement maturation implicit time.

Coupled with ongoing stock buybacks and accordant escaped currency travel generation, the institution continues to basal retired arsenic a defensive, cash-generative business, with further upside tied to the palmy execution of its objective strategy.

DaVita Inc. (NYSE:DVA) is simply a healthcare institution that caters to the needs of kidney patients.