DaVita stock gains as Humana expands kidney care

Published on 09/05/2026 at 19:57 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

DaVita stock traded at USD 183.98 on September 4, 2026, while Q1 FY26 revenue reached USD 3.42 billion and market cap stood at USD 11.739 billion.

DVA, US23804L1035, Illustration mit AI erstellt.

DaVita Inc. (US23804L1035) stock closed at USD 183.98 on September 4, 2026, with a market capitalization of USD 11.739 billion and a 52-week range of USD 101.00 to USD 247.49. The move came as Yahoo Finance showed the shares up 1.28 percent at the close and 61.95 percent higher year to date.

Humana adds reach

In August 2026, Humana expanded a value-based care agreement with DaVita to cover more than 10,000 Medicare Advantage members with chronic kidney disease stages 3B to 5 through DaVita Integrated Kidney Care. That makes the kidney-care partnership a concrete operating marker, not just a headline about managed care.

The same company snapshot shows Q1 FY26 revenue of USD 3.42 billion and earnings of USD 197.53 million, with a profit margin of 5.78 percent. On the market side, the same source lists an average analyst target of USD 218.43 and a latest rating change on August 7, 2026, from TD Cowen to Buy with a target of USD 220.

Buybacks still matter

Simply Wall St said DaVita repurchased more than 1.0 million shares for about USD 165.6 million in Q2 2026 and has bought back more than 46.9 million shares in total. That gives investors a second number to watch alongside the Humana deal: capital return is still feeding per-share economics while treatment, reimbursement and utilization remain the real operating test.

Go deeper

DaVita stock, Q1 FY26 and the Humana link

The latest numbers point to a stock that is being shaped by both care-partnership expansion and buybacks, with Q1 FY26 revenue, profit margin and market valuation all moving into view.

DaVita topic page Investor Relations

Dialysis remains the core

DaVita is still primarily a kidney dialysis operator in the United States, and that is the business model investors are really pricing. The partnership with Humana matters because it extends the company deeper into integrated kidney care, where patient flow and reimbursement trends can change the earnings mix.

Trading near its range

DaVita stock ended September 4, 2026, at USD 183.98 on the NYSE, after trading between USD 179.95 and USD 184.13 during the session. The share price sits far above the 52-week low of USD 101.00, but still below the 52-week high of USD 247.49.