DaVita HealthCare Partner (DVA)

Investors are still waiting to see how Abel will manage the huge stock portfolio at Berkshire.

Buffett's portfolio moves are a clear reflection of what he thinks about the stock market right now.

DaVita (DVA) Q1 2025 Earnings Call Transcript

The market now seems to realize it may have misjudged this company's future.

Shares of dialysis provider DaVita Inc. (NYSE:DVA) jumped 25.3% in the morning session after the company reported fourth-quarter results that topped Wall Street's expectations and issued a robust earnings forecast for 2026. 

DaVita (DVA) Q4 2025 Earnings Call Transcript

Dialysis provider DaVita Inc. (NYSE:DVA) reported Q4 CY2025 results exceeding the market’s revenue expectations, with sales up 9.9% year on year to $3.62 billion. Its non-GAAP profit of $3.40 per share was 6.5% above analysts’ consensus estimates.

DaVita said its integrated kidney care unit hit full-year profitability in 2025, a year ahead of its original 2026 target.

Dialysis provider DaVita Inc. (NYSE:DVA) beat Wall Street’s revenue expectations in Q4 CY2025, with sales up 9.9% year on year to $3.62 billion. Its non-GAAP profit of $3.40 per share was 6.5% above analysts’ consensus estimates.