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    How Leadership Changes At DaVita (DVA) Have Changed Its Investment Story

    Simply Wall St·12/17/2025 12:25:14
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    • DaVita Inc. recently appointed Stephanie Hendrickson as Chief People Officer and Steve Phillips as Chief Strategy Officer, expanding its leadership bench across talent, strategy, and innovation.
    • These leadership changes highlight DaVita’s focus on culture, patient-centered care, and long-term strategy as it responds to operational and cost pressures.
    • We’ll now examine how this leadership reshaping, alongside rising patient care costs, may influence DaVita’s broader investment narrative.

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    DaVita Investment Narrative Recap

    To own DaVita, you really need to believe that steady dialysis demand and operational improvements can offset rising patient care costs and reimbursement pressure. The new Chief People Officer and Chief Strategy Officer appointments look more cultural and directional than catalytic in the near term, so they do not materially change the immediate focus on restoring margins after higher costs and lower volumes weighed on recent results.

    Among recent developments, DaVita’s expanded credit facilities, including a new five year term loan A of up to US$2,000,000,000 and a US$1,500,000,000 revolver, stand out. This added flexibility may matter for investors watching how the company balances elevated operating costs, cyber recovery spending and capital allocation priorities while it works to stabilize earnings.

    But against that financial flexibility, there is a reimbursement risk investors should be aware of where...

    Read the full narrative on DaVita (it's free!)

    DaVita's narrative projects $15.0 billion revenue and $970.4 million earnings by 2028.

    Uncover how DaVita's forecasts yield a $144.50 fair value, a 23% upside to its current price.

    Exploring Other Perspectives

    DVA 1-Year Stock Price Chart
    DVA 1-Year Stock Price Chart

    Three fair value estimates from the Simply Wall St Community span roughly US$144 to US$337 per share, showing how far apart individual views can be. You can weigh those against concerns that reimbursement rate increases continue to lag rising costs, which could keep pressure on DaVita’s profitability even if volumes recover.

    Explore 3 other fair value estimates on DaVita - why the stock might be worth just $144.50!

    Build Your Own DaVita Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

    • A great starting point for your DaVita research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision.
    • Our free DaVita research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate DaVita's overall financial health at a glance.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.