DaVita Highlights Continued Progress in Value-Based Kidney Care as CKCC Results Show Year-Over-Year Improvement

Rhea-AI Summary

DaVita (NYSE:DVA) highlighted progress in value-based kidney care on March 18, 2026, citing improved quality metrics, shared savings and scale in coordinated care.

Key points: a 9% Total Quality Score improvement, >$200 million in cumulative shared savings, and management of $5+ billion in medical costs under management, tied to better treatment starts and reduced catheter use.

Positive

• $200M+ cumulative shared savings delivered since program inception
• $5B+ in medical costs under management across value-based arrangements
• Total Quality Score +9% year-over-year improvement
• High Performers contribution: 34% of pool while representing 28% of participants

Negative

• None.

News Market Reaction – DVA

-0.77%

1 alert

-0.77% News Effect

-$77M Valuation Impact

$9.94B Market Cap

0.0x Rel. Volume

On the day this news was published, DVA declined 0.77%, reflecting a mild negative market reaction. This price movement removed approximately $77M from the company's valuation, bringing the market cap to $9.94B at that time.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

Total Quality Score improvement: 9% Shared savings: More than $200 million High Performers Pool share: 34% +2 more

5 metrics

Total Quality Score improvement 9% Year-over-year improvement in CKCC Total Quality Score

Shared savings More than $200 million Shared savings delivered by DaVita entities since CKCC inception

High Performers Pool share 34% DaVita’s share of CKCC High Performers Pool

Program participation share 28% DaVita’s share of CKCC participants

Medical costs under management More than $5 billion Medical costs managed under DaVita value-based care arrangements

Market Reality Check

Price: $149.76 Vol: Volume 762,709 is below i...

normal vol

$149.76 Last Close

Volume Volume 762,709 is below its 20-day average of 877,095, suggesting no unusual trading pickup ahead of this update. normal

Technical Shares trade above the 200-day MA of 131.08 and about 5.92% below the 52-week high of 159.42, reflecting a generally strong pre-news trend.

Peers on Argus

Moves in peers were modest and mixed, with ENSG up 0.32%, OPCH up 0.68%, and UHS...

Moves in peers were modest and mixed, with ENSG up 0.32%, OPCH up 0.68%, and UHS down 0.47%, indicating this update was more company-specific than part of a broad sector swing.

Historical Context

5 past events · Latest: Feb 24 (Neutral)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Feb 24	Conference participation	Neutral	-0.2%	Announcement of participation in TD Cowen health care conference.
Feb 02	Earnings results	Positive	+21.2%	Reported Q4 and full-year 2025 revenues, EPS, and cash flow metrics.
Feb 02	Strategic investment	Positive	+1.7%	Strategic investment in Elara Caring to expand kidney-focused home care.
Jan 21	Earnings call setup	Neutral	+2.3%	Scheduling and access details for the Q4 2025 earnings call.
Jan 06	Board/AI-related news	Positive	+0.7%	AI-focused company Tolion highlighting DaVita board involvement and growth plans.

Pattern Detected

Recent news has generally seen aligned price reactions, with strong upside on earnings and modest positive or neutral responses to strategic and conference updates.

Recent Company History

Over the last few months, DaVita has reported solid financial results and remained active strategically. Q4 and full-year 2025 results on Feb 2, 2026 coincided with a 21.17% gain, while a strategic investment in Elara Caring the same day saw a 1.69% rise. Conference participation and call scheduling produced smaller, aligned moves. Against this backdrop, today’s focus on value-based kidney care progress extends the narrative of operational execution and care-model innovation.

Market Pulse Summary

This announcement highlights measurable progress in value-based kidney care, including a 9% Total Qu...

Analysis

This announcement highlights measurable progress in value-based kidney care, including a 9% Total Quality Score improvement and over $200 million in shared savings under CKCC. It reinforces DaVita’s strategy of coordinated, longitudinal care and more than $5 billion in medical costs under management. In context of earlier earnings strength and strategic partnerships, key items to watch include ongoing CKCC performance metrics, payer relationships, and evolution of CMMI kidney-care models.

Key Terms

center for medicare & medicaid innovation (cMMI), comprehensive kidney care contracting (ckcc), central venous catheter (cvc), kidney replacement therapy

4 terms

center for medicare & medicaid innovation (cMMI) regulatory

"scaled programs sponsored by the Center for Medicare & Medicaid Innovation (CMMI)."

A federal agency within the U.S. Medicare and Medicaid system that designs and tests new payment and care models intended to lower costs and improve patient outcomes. For investors, it acts like a policy testing ground: its pilots and rules can reshape how hospitals, insurers, drug makers and medical device companies get paid, which can change revenue and profitability across the healthcare sector.

comprehensive kidney care contracting (ckcc) medical

"results from the Comprehensive Kidney Care Contracting (CKCC) option within CMMI's Kidney Care Choices model."

A Medicare payment and care model that lets provider groups and organizations coordinate services for people with advanced kidney disease while taking shared responsibility for costs and quality; participants can earn bonuses or incur penalties based on how well they control spending and outcomes. For investors, it matters because it shifts revenue and financial risk toward care managers — like hiring a contractor to deliver a whole house rather than paying for each nail — so efficient operators may boost margins while inefficient ones can face losses.

central venous catheter (cvc) medical

"Experience lower rates of central venous catheter (CVC) use, supporting safer treatment initiation."

A central venous catheter (CVC) is a thin, flexible tube inserted into a large vein near the neck, chest or groin to deliver medications, fluids, blood products, or to draw blood and monitor circulation for patients who need ongoing or intensive treatment. Investors care because the device and its related procedures, safety profile, regulatory approvals, and reimbursement drive sales, clinical adoption and hospital spending—think of a CVC as a building’s main water line that enables heavy, continuous supply and monitoring.

kidney replacement therapy medical

"Begin kidney replacement therapy with a planned or optimal start, including increased use of home-based treatment options."

Kidney replacement therapy is medical treatment that takes over the blood-cleaning and fluid-balancing jobs of failed kidneys, most commonly via dialysis machines or by transplanting a donor kidney. Investors watch it because it drives durable demand for devices, drugs, clinics and transplant services, and changes in technology, regulation or reimbursement can materially affect costs, patient access and the revenues of companies in the renal care market.

AI-generated analysis. Not financial advice.

Disclaimer: The statements contained in this document are solely those of the authors and do not necessarily reflect the views or policies of CMS. The authors assume responsibility for the accuracy and completeness of the information contained in this document.

DENVER, March 18, 2026 /PRNewswire/ -- DaVita today highlighted continued progress in value-based kidney care, underscoring how sustained investment in coordinated care models is translating into improved outcomes for people living with kidney disease. That progress is evident across both industry partnerships with major insurers and scaled programs sponsored by the Center for Medicare & Medicaid Innovation (CMMI).

For more than two decades, DaVita has invested in care innovation to address the complex, fragmented experience faced by people living with kidney disease. Value-based models enable whole-person, longitudinal care rather than episodic treatment.

CKCC Results Show Momentum as the Model Matures

DaVita's progress is reflected in results from the Comprehensive Kidney Care Contracting (CKCC) option within CMMI's Kidney Care Choices model. As the largest ongoing federal value-based kidney care demonstration, CKCC enables providers and physicians to test and refine coordinated care approaches at scale.

Recently published performance results through 2024 show continued year-over-year improvements as the model matures.

• Stronger quality outcomes: DaVita achieved a 9% improvement in its Total Quality Score, driven by gains in optimal treatment starts, patient activation and behavioral health support.
• Greater shared savings: DaVita entities have delivered more than $200 million in shared savings since the program's inception.
• High Performers recognition: DaVita and its physician partners drove an outsized impact, accounting for 34% of the program's High Performers Pool while representing just 28% of participants.

Beyond program metrics alone, these improvements are associated with meaningful downstream effects on clinical quality and long-term population health.

Patients with access to CKCC and related value-based care programs are more likely to:

• Begin kidney replacement therapy with a planned or optimal start, including increased use of home-based treatment options.
• Experience lower rates of central venous catheter (CVC) use, supporting safer treatment initiation.
• Have fewer missed treatments, reflecting stronger engagement and care coordination.

"People living with kidney disease often manage multiple chronic conditions, and strong outcomes depend on close collaboration across the care team," said Dr. Jeff Giullian, chief medical officer for DaVita. "Through value-based models like CKCC, DaVita works alongside partner physicians and care teams to better coordinate care beyond kidney disease and across settings. That shared approach supports earlier intervention, more prepared treatment starts, and better-informed decisions about dialysis, transplantation and care at home."

A Significant and Growing Commitment to Value-Based Care

DaVita has been engaged in value-based care arrangements for more than two decades and now manages more than $5 billion in medical costs under management. Across these models, value-based kidney care is linked to higher transplant rates and greater patient understanding of their condition, enabling more informed, proactive health decisions.

"Value-based kidney care is showing what's possible when providers are given the time and stability to invest in coordinated care," said Misha Palecek, chief transformation officer for DaVita. "We're seeing better-prepared patients, improved experiences and encouraging economics. The lessons emerging from kidney care can help inform how other complex, chronic conditions are managed across the healthcare system — if we stay the course."

Supporting Long-Term Innovation in Kidney Care

DaVita is encouraged that its integrated kidney care programs are demonstrating early signs of financial sustainability alongside improved outcomes. These results reinforce that continued focus on kidney care can drive meaningful gains in healthcare innovation more broadly, with coordinated, accountable care models offering a blueprint for transformation across the healthcare system.

To learn more about DaVita's approach to value-based kidney care, visit DaVita.com/IKC.

About DaVita Inc.
DaVita (NYSE: DVA) is a health care provider focused on transforming care delivery to improve quality of life for patients globally. As a comprehensive kidney care provider, DaVita has been a leader in clinical quality and innovation for more than 25 years. DaVita cares for patients at every stage and setting along their kidney health journey— from slowing the progression of kidney disease to helping support transplantation. This includes ensuring they are supported at home, in dialysis centers, in the hospital and in skilled nursing facilities. As of December 31, 2025, DaVita served approximately 295,000 patients at 3,242 outpatient dialysis centers, of which 2,657 centers were located in the United States and 585 centers were located in 14 other countries worldwide. DaVita has reduced hospitalizations, improved mortality, helped improve health access and worked collaboratively to propel the kidney care community to adopt a higher quality standard of care for all patients, everywhere. To learn more, visit DaVita.com/About.

Forward-Looking Statements
Certain statements in this press release are forward-looking statements that are subject to risks and uncertainties. These forward-looking statements are based on management's current expectations. Various important factors could cause actual results to differ materially from these forward-looking statements, including the risks identified in our U.S. Securities and Exchange Commission filings. DaVita disclaims any obligation to update any forward-looking statement contained in this press release, except as may be otherwise required by law.

Media Contact:
DaVita Newsroom
newsroom@davita.com

 

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SOURCE DaVita

FAQ

What CKCC results did DaVita report on March 18, 2026 for DVA?

DaVita reported a 9% improvement in Total Quality Score year-over-year and more than $200M in shared savings. According to the company, these CKCC results through 2024 show maturing value-based model performance and downstream clinical improvements.

How much in shared savings has DaVita achieved under CKCC and related programs (DVA)?

DaVita entities have delivered more than $200 million in shared savings since program inception. According to the company, this cumulative figure reflects shared financial returns from coordinated care in the CKCC demonstration.

What operational scale does DaVita claim in value-based kidney care (DVA)?

DaVita manages over $5 billion in medical costs under management across value-based arrangements. According to the company, that scale supports investment in longitudinal care and coordination across providers and settings.

What patient outcomes improved under DaVita's CKCC participation (DVA)?

Patients showed more planned or optimal dialysis starts, greater home-treatment use, fewer missed treatments, and lower CVC rates. According to the company, these outcomes reflect stronger engagement and care coordination in CKCC.

What does DaVita say about High Performers in the CKCC program (DVA)?

DaVita and physician partners accounted for 34% of the High Performers Pool while representing 28% of participants. According to the company, this indicates outsized program impact from its teams within the demonstration.