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    What DaVita (DVA)'s Expanded Humana CKD Partnership Means For Shareholders

    Simply Wall St·09/05/2026 03:23:03
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    • In August 2026, Humana announced a new value-based care agreement with DaVita to manage more than 10,000 Medicare Advantage members with chronic kidney disease stages 3B–5 through DaVita Integrated Kidney Care’s coordinated, whole-person model.
    • This expansion earlier in the kidney disease journey highlights how DaVita is leaning into comprehensive, outcomes-focused care that can influence utilization patterns and partnerships across the kidney care ecosystem.
    • Next, we’ll examine how earlier CKD intervention for Humana members through DaVita Integrated Kidney Care could reshape DaVita’s investment narrative and risk profile.

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    DaVita Investment Narrative Recap

    To own DaVita, you need to be comfortable with a heavily regulated, capital intensive business that depends on stable dialysis volumes and disciplined cost control. The Humana value based CKD agreement reinforces DaVita’s push into earlier stage, integrated care, but does not remove near term concerns around treatment volumes, reimbursement pressure and missed treatments, which remain the key near term catalyst and risk for the stock.

    Among recent developments, DaVita’s continued share repurchases stand out alongside the Humana deal. In Q2 2026 alone, the company bought back over 1.0 million shares for about US$165.6 million, and has repurchased more than 46.9 million shares in total under its long running program. For investors focused on earnings per share and capital allocation, this buyback activity sits in sharp contrast to the operational uncertainties tied to volume, mortality and reimbursement trends.

    But while earlier CKD care may help address volume risk, investors still need to consider...

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

    DaVita's narrative projects $16.1 billion revenue and $1.1 billion earnings by 2029.

    Uncover how DaVita's forecasts yield a $218.43 fair value, a 19% upside to its current price.

    Exploring Other Perspectives

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

    Some of the most optimistic analysts were already assuming DaVita could reach about US$16.5 billion in revenue and US$1.1 billion in earnings, yet the Humana CKD deal and uncertainty around value based program payouts show how much opinions can differ and why you may want to compare these upbeat assumptions with more cautious views.

    Explore 3 other fair value estimates on DaVita - why the stock might be worth just $218.43!

    Reach Your Own Conclusion

    Disagree with existing narratives? Extraordinary investment returns rarely come from following the herd, so go with your instincts.

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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.