Core Viewpoint - Berkshire Hathaway has two strong investment opportunities in DaVita and Kraft Heinz, while UnitedHealthcare Group is currently not recommended for investment. Group 1: DaVita (DVA) - DaVita has been a long-term investment for Berkshire Hathaway since 2011 and is showing signs of recovery after beating quarterly expectations and providing optimistic 2026 earnings guidance [5][7]. - The current stock price of DaVita is $140.71, with a market cap of $9.9 billion and a gross margin of 27% [6][7]. - DaVita's earnings per share for the year are expected to be between $13.60 and $15, suggesting it is trading at a low multiple of around 9 times forward earnings, compared to its historical range of 13 to 14 times [8]. Group 2: Kraft Heinz (KHC) - Berkshire Hathaway holds a 27% stake in Kraft Heinz, valued at approximately $7.5 billion, but has faced significant losses on this investment and may consider selling part of its stake [9][10]. - Kraft Heinz is currently trading at about 9 times forward earnings, which is a discount compared to its peers, presenting a potential opportunity for new investors [11]. - The company plans to split into two entities to unlock value, similar to Kellogg's successful separation in 2023, which could enhance shareholder value [12]. Group 3: UnitedHealthcare Group (UNH) - Berkshire Hathaway purchased 5 million shares of UnitedHealthcare Group, but the stock has faced challenges due to lower-than-expected Medicare Advantage payment increases, leading to a drop in stock price from $350 to around $280 [13][14]. - UnitedHealthcare currently trades at 16 times forward earnings, which is a premium compared to peers, indicating potential for further multiple compression as the company's growth narrative is under pressure [15].

Last year was a forgettable one for DaVita (NYSE: DVA) shareholders, but understandably so. The stock ended up losing 25% of its value in calendar 2025 due to a combination of a declining number of dialysis patients, subpar guidance for most of the year, uncertainty as to how much insurers were willing to continue reimbursing the company, and an embarrassing ransomware attack reported in April. It's just possible, however, that the sellers overshot their target. As of 12:16 p.m. ET Tuesday, DaVita stock ...

Core Viewpoint - DaVita Inc. reported strong fourth-quarter earnings and provided optimistic guidance for fiscal 2026, leading to a significant increase in stock price [1]. Earnings Summary - Adjusted earnings were $3.40 per share, surpassing the consensus estimate of $3.16 [2]. - Sales reached $3.62 billion, reflecting a year-over-year increase of 5.8% and exceeding the consensus of $3.497 billion [2]. - Revenue per treatment increased from $410.59 to $422.60, driven by higher average reimbursement rates and seasonal factors [2]. Year-to-Date Changes - The year-to-date performance was influenced by the inclusion of phosphate binders in the ESRD Prospective Payment System and annual increases in average reimbursement rates, including Medicare [3]. - Total U.S. dialysis treatments for Q4 2025 were 7,264,520, averaging 91,608 treatments per day, which is a slight decrease of 0.1% from Q3 2025 [3]. Cost and Treatment Growth - Normalized non-acquired treatment growth for Q4 2025 compared to Q4 2024 was down by 0.6% [4]. - Patient care costs per treatment rose from $273.54 to $279.60, primarily due to increased health benefit expenses and medical supply costs [4]. Guidance - For fiscal 2026, DaVita anticipates adjusted earnings between $13.60 and $15.00 per share, exceeding the consensus of $12.65 [5]. - Adjusted operating income is expected to range from $2.09 billion to $2.24 billion, with treatment volume projected to remain flat compared to 2025 [5]. - Revenue per treatment is expected to grow by approximately 1% to 2%, while cost growth is anticipated to be between 1.25% and 2.25% [5]. Additional Investments - DaVita's CFO mentioned an estimated $40 million headwind from the expiration of enhanced premium tax credits, which is offset by the removal of a $45 million headwind from a previous cyber incident [6]. - DaVita is making a minority investment of approximately $200 million in Elara Caring, which is expected to positively impact other income lines [7]. Analyst View - Barclays has maintained an Equal-Weight rating on DaVita and raised the price target from $143 to $158 [8]. - Following the earnings report, DaVita's stock rose by 21.69% to $135.31 [8].

U.S. stocks traded lower midway through trading, with the Nasdaq Composite falling more than 1% on Tuesday.The Dow traded down 0.19% to 49,316.23 while the NASDAQ dipped 1.23% to 23,302.18. The S&P 500 also fell, dropping, 0.62% to 6,933.29.Check This Out: How To Earn $500 A Month From Goldman Sachs Stock Ahead Of Q4 EarningsLeading and Lagging SectorsMaterials shares gained by 1.8% on Tuesday.In trading on Tuesday, information technology stocks fell by 1.9%.Top HeadlineOn Tuesday, Pfizer Inc. (NYSE:PFE) sh ...

Key Takeaways DVA posted Q4 adjusted EPS of $3.40 and revenue of $3.62 billion, both beating the Zacks Consensus Estimate.DaVita expanded gross margin by 98 bps to 33.4% and lifted adjusted operating margin to 20.4% in Q4.DVA issued 2026 adjusted EPS guidance of $13.60 to $15.00 and expects RPT growth of 1% to 2%.DaVita Inc. (DVA) delivered adjusted earnings per share (EPS) from continuing operations of $3.40 in the fourth quarter of 2025, up 51.8% year over year. The figure surpassed the Zacks Consensus Es ...

DaVita posts adjusted beats earnings expectations and posts 9.9% revenue growth in the third quarter. ...

分组1: Pterodine - Pterodine reported better-than-expected quarterly results, with adjusted EPS at $1.80 and revenue at $1.08 billion, surpassing street expectations [2][4] - The company experienced its first billion-dollar quarter since 2021, indicating a significant cyclical structural rebound [4] - Guidance for Q1 revenue is projected between $1.15 billion and $1.4 billion, with EPS guidance between $1.89 and $2.25, both exceeding market expectations [5][4] - Pterodine is recognized as a core player in the AI sector, benefiting from increased demand for AI-related chips across various applications [3][6] 分组2: Dvita - Dvita's quarterly results showed strong performance with adjusted EPS of $3.40 and revenue of $3.62 billion, both exceeding street forecasts [8][9] - The company anticipates a bullish outlook for 2026, with adjusted EPS guidance between $13.60 and $15.00, reflecting confidence in reimbursement trends and operational momentum [8][9] - Dvita's results were supported by steady demand for kidney dialysis services and improved reimbursement rates, although they are still addressing operational challenges from a ransomware attack [9][10] 分组3: Pepsi - Pepsi reported adjusted EPS of $2.26 and revenue of $29.34 billion, both beating market expectations [12] - The company is experiencing volume softness in North America, with global food volume declining by 2%, while beverage volume increased by 1% [12][13] - Pepsi is implementing a pricing strategy shift, including planned price cuts, and expanding into protein-based snacks and functional drinks to meet changing consumer demands [13][14]

Analyst’s Disclosure: I/we have a beneficial long position in the shares of DVA, FMS either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. While this article may sound like financial advice, please observe that the author is not a CFA or in any way licensed to give financial a ...

Analyst’s Disclosure: I/we have a beneficial long position in the shares of DVA, FMS either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. While this article may sound like financial advice, please observe that the author is not a CFA or in any way licensed to give financial a ...

（文章来源：每日经济新闻） 每经AI快讯，2月3日，达维塔（DaVita）公司股价上涨17.8%。 ...