DaVita HealthCare Partners is trading 4.37% down at $180.45 after below-consensus 2026 EPS guidance following August 4 earnings.
- Second-quarter revenue and EPS beat estimates, but revenue per treatment fell to $415.87 from $417.59 on weaker commercial insurance mix and lower phosphate-binder revenue.
- Management reiterated 2026 adjusted EPS guidance of $14.10–$15.20, below consensus midpoint expectations, intensifying margin and growth concerns.
- Healthcare rose, making the move appear company-specific; shares remain under heavy post-earnings pressure after falling 17.24% on August 5.