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DVA

DaVita, Inc.

5/21/2013, 12:27 AM ET

Quote & Headlines Market Currents StockTalk

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Wednesday, May 8, 10:58 AM DaVita Health (DVA +10.2%) moves higher today on the back yesterday's Q1 earnings beat and some positive strategic developments outlined in its disclosure. Sales jumped 50% Y/Y, largely as a result of its acquisition of HealthCare Partners, but net income fell roughly 64% due to $300M in reserve charges to settle a federal investigation into a potential kickback scheme. Additionally, the company also disclosed an agreement with Berkshire Hathaway that will prevent it from engineering a takeover of the firm. Comment! [Healthcare, Earnings, On the Move]
Tuesday, May 7, 4:57 PM DaVita (DVA) enters into a standstill agreement with Berkshire Hathaway (BRK.A) limiting ownership to 25% of DVA's outstanding stock, putting the kabosh on rumors of a takeout. Speculation had been stoked late last year that the 'Oracle of Omaha' might be looking to buy the dialysis operator, after Berkshire disclosed that it had accumulated nearly 13% of DVA's outstanding stock. 2 Comments [Healthcare, M&A]
Tuesday, May 7, 4:29 PM DaVita (DVA): Q1 EPS of $1.84 beats by $0.05. Revenue of $2.82B beats by $40M. (PR). 2 Comments [Earnings, Healthcare, Breaking News]
Tuesday, May 7, 12:10 AM Notable earnings after Tuesday’s close: ANDE, ARAY, AWK, AXLL, BIO, BIOL, BMC, BWC, CA, CDXS, CHRW, CODI, DGI, DGIT, DIS, DVA, EA, ENPH, EXEL, GA, GPOR, HTA, IAG, JAZZ, KGC, LYV, MAKO, MCEP, MCK, MDLZ, MITK, MRO, MYGN, NVTL, OAS, OCLR, OHI, ONXX, ORA, PRI, RBCN, SD, SGEN, SYMC, SYNC, TRIP, TWO, URS, VCLK, WBMD, WFM, WMB, WPZ, WTI, Z 1 Comment [Earnings]
Monday, May 6, 5:35 PM Notable earnings after Tuesday’s close: ANDE, ARAY, AWK, AXLL, BIO, BIOL, BMC, BWC, CA, CDXS, CHRW, CODI, DGI, DGIT, DIS, DVA, EA, ENPH, EXEL, GTEK, GA, GPOR, IAG, JAZZ, KGC, LYV, MAKO, MCEP, MCK, MDLZ, MITK, MRO, MYGN, NVTL, OAS, OCLR, OHI, ONXX, ORA, PRI, RBCN, SD, SGEN, SYMC, SYNC, TRIP, TWO, URS, VCLK, WBMD, WFM, WMB, WPZ, WTI, Z 1 Comment [Earnings]
Saturday, May 4, 3:52 PM Barron's is out with its list of the 500 financially strongest companies as ranked after a rigorous cash and sales analysis. A quick filter on the list shows a good chunk of the names trade with a single-digit price to earnings ratio including Goodyear Tire & Rubber (GT). Despite all the buzz about booming auto sales in the U.S. and China, concerns about growth for Goodyear's products in other regions of the globe have lowered expectations. But with auto sale estimates for full-year being taken higher, Goodyear could see enough consistent revenue growth to justify a higher trading multiple. (Top 25: AAPL, WCC, WDC, DVA, CHRW, QCOM, JOY, V, STX, MRC, MA, CVI, COF, SYMC, MCK, WCG, ETN, BRCM, TMO, CI, CBI, NOV, WNR, HFC, DK) 39 Comments [Consumer, Quick Ideas]
Tuesday, April 2, 8:32 AM Deutsche Bank upgrades DaVita (DVA) to Buy from Hold and says last month's downgrade was predicated upon a less than favorable outcome from the CMS Medicare Advantage ordeal. With that stumbling block now in the rear-view, the bank says DVA "can stay on a pathway to earn well north of $9/share in cash EPS." Shares +2.3% premarket. Comment! [Healthcare]
Friday, February 15, 2:26 PM DaVita (DVA -1.5%) trades lower today on a downgrade to Neutral on relative valuation at Goldman Sachs. The firms notes that while its outlook for core dialysis remains solid, we expect slower growth with less upward momentum relative to its peers over the next 12-24 months." 2 Comments [Healthcare, On the Move]
Thursday, February 14, 5:28 AM DaVita (DVA): Q4 EPS of $1.68 beats by $0.08. Revenue of $2.47B beats by $0.07B. (PR) Comment! [Earnings, Breaking News, Healthcare]
Thursday, February 14, 12:05 AM Notable earnings before Thursday’s open: ABB, ABX, ALXN, ANR, APA, BGCP, BWA, CAB, CRIS, CVE, DISCA, DTV, DVA, DWRE, ECA, GELG, GM, GNC, GNRC, INCY, JAH, LNT, LUFK, MFA, NGLS, NRF, O, OAK, PDS, PEP, PPL, REGN, SHPG, STRA, TAP, UTHR, VMC, WM, ZIP Comment! [Earnings]
Wednesday, February 13, 5:30 PM Notable earnings before Thursday’s open: ABB, ABX, ALXN, ANR, APA, BGCP, BWA, CAB, CRIS, CVE, DISCA, DTV, DVA, DWRE, ECA, GELG, GM, GNC, GNRC, INCY, JAH, LNT, LUFK, MFA, NGLS, NRF, O, OAK, PDS, PEP, PPL, REGN, SHPG, STRA, TAP, UTHR, VMC, WM, ZIP Comment! [Earnings]
Thursday, December 13, 2012, 12:46 PM BioScrip (BIOS +1.7%) moves up after announcing earlier today that it was buying infusion pharmacy services provider HomeChoice Partners for $70M in cash from DaVita HealthCare Partners (DVA -0.3%). The deal is part of a larger effort by BIOS to expand its national footprint. In February, it sold its specialty and mail-service pharmacy operations to Walgreen (WAG)for $225M, saying it wanted to turn its focus onto building its alternate-site infusion business. Comment! [Healthcare, M&A, On the Move]
Tuesday, December 11, 2012, 8:41 AM Berkshire Hathaway's (BRK.A) accumulation of a 13%, $1.45B stake in DaVita HealthCare (DVA) over the past year has stoked speculation that Berkshire will offer to buy the whole of the dialysis-center operator. Berkshire followed a similar path with railroad Burlington Northern Santa Fe and insurer Geico, which it bought after building up stakes.
Comment! [Healthcare, M&A]
Wednesday, November 14, 2012, 8:16 PM Warren Buffett's Berkshire Hathaway discloses several changes to its portfolio, including a stake in Deere & Co. (DE) and selling off 5.3M shares of CVS Caremark (CVS). Firm also added to its existing investments in: Wells Fargo (WFC), Bank of New York Mellon Corp. (BK), General Motors (GM), DirecTV (DTV), DaVita (DVA), National Oilwell Varco (NOV) and Viacom (VIAB). It reduced stakes in: Johnson & Johnson (JNJ), Kraft Foods (KRFT), Lee Enterprises (LEE), Procter & Gamble (PG) and US Bancorp (USB). (13-F) 3 Comments [Financials]
Tuesday, October 30, 2012, 3:23 PM DaVita (DVA): Q3 EPS of $1/50 misses by $0.06. Revenue of $2.02B in-line. (PR) Comment! [Earnings, Healthcare]
Tuesday, October 30, 2012, 12:10 AM Notable earnings scheduled for Tuesday afternoon: ACPW, BNNY, CAR, CBG, CENX, DVA, DWA, EA, EQIX, FISV, GERN, GNW, HTGC, ITRI, IVR, JDSU, KIM, LGCY, MIPS, MWA, OKE, OKS, ONXX, PPO,PSMT, QEP, QUIK, SIMG, SSW, STR, STX, TRIP, TTWO, WMB, WPZ, WU Comment! [Earnings]