DaVita Inc. to Participate in TD Cowen's 46th Annual Health Care Conference

Rhea-AI Summary

DaVita (NYSE: DVA) will participate in TD Cowen's 46th Annual Health Care Conference with CFO Joel Ackerman and VP of Investor Relations Nic Eliason in a fireside chat on March 2, 2026 at 11:50 am EST. A live webcast is available via TD Cowen with free registration.

As of Dec 31, 2025, DaVita served ~295,000 patients across 3,242 outpatient dialysis centers globally.

News Market Reaction – DVA

-0.24%

1 alert

-0.24% News Effect

-$24M Valuation Impact

$10.08B Market Cap

0.0x Rel. Volume

On the day this news was published, DVA declined 0.24%, reflecting a mild negative market reaction. This price movement removed approximately $24M from the company's valuation, bringing the market cap to $10.08B at that time.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

Conference date/time: March 2, 2026 at 11:50 a.m. EST Years in kidney care: More than 25 years Patients served: Approximately 295,000 patients +5 more

8 metrics

Conference date/time March 2, 2026 at 11:50 a.m. EST TD Cowen 46th Annual Health Care Conference fireside chat

Years in kidney care More than 25 years Duration DaVita has been a leader in clinical quality and innovation

Patients served Approximately 295,000 patients As of December 31, 2025 across global operations

Outpatient dialysis centers 3,242 centers Total outpatient dialysis centers worldwide as of December 31, 2025

US dialysis centers 2,657 centers Outpatient dialysis centers located in the United States

International centers 585 centers Outpatient dialysis centers in countries outside the United States

Countries served 14 countries Number of countries with outpatient dialysis centers outside the U.S.

Current share price $151.28 Price before TD Cowen conference participation announcement

Market Reality Check

Price: $149.94 Vol: Volume 616,043 vs 20-day ...

low vol

$149.94 Last Close

Volume Volume 616,043 vs 20-day average 1,471,283 (relative volume 0.42x), indicating lighter trading pre-conference. low

Technical Trading above 200-day MA, with price 151.28 vs 200-day MA 130.27 ahead of the conference appearance.

Peers on Argus

Sector scanner shows OPCH and FMS in downside momentum (around -7% to -8%) with ...

2 Down

Sector scanner shows OPCH and FMS in downside momentum (around -7% to -8%) with no linked headlines, while DVA is modestly up 0.36%, suggesting DVA’s price was more resilient than pressured peers.

Historical Context

5 past events · Latest: Feb 02 (Neutral)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Feb 02	Earnings results	Neutral	+1.7%	Detailed Q4 and full-year 2025 revenue, EPS, cash flow, and guidance.
Feb 02	Strategic investment	Positive	+1.7%	Investment in Elara Caring to co-develop kidney-specific in‑home care model.
Jan 21	Earnings call setup	Neutral	+2.3%	Announcement and logistics for Q4 2025 earnings conference call and webcast.
Jan 06	Board appointment	Neutral	+0.7%	Tolion Health AI board appointment highlighting DaVita board member’s expertise.
Dec 11	Leadership changes	Positive	+1.4%	New Chief People Officer and Chief Strategy Officer to support care transformation.

Pattern Detected

Recent DaVita headlines over the past few months have generally been followed by positive single-day price reactions.

Recent Company History

Over the last several months, DaVita has reported solid operating detail and steady strategic updates. Q4 and full-year 2025 results on Feb 2, 2026 showed detailed revenue, EPS, cash flow, and guidance metrics, with shares rising about 1.69%. The same day, a strategic investment in Elara Caring to expand kidney-focused in‑home care also coincided with a positive move. Earlier, scheduling the Q4 earnings call on Jan 21, 2026 and leadership changes on Dec 11, 2025 both saw constructive reactions. Against this backdrop, a routine conference fireside chat fits a pattern of frequent investor engagement.

Market Pulse Summary

This announcement highlights DaVita’s participation in TD Cowen’s conference, offering another forum...

Analysis

This announcement highlights DaVita’s participation in TD Cowen’s conference, offering another forum for management to engage with investors and discuss strategy. The company’s scale—caring for about 295,000 patients across 3,242 outpatient dialysis centers in 14 countries as of Dec. 31, 2025—frames the importance of such visibility. Recent earnings, strategic partnerships, and leadership updates provide context for potential topics. Investors may watch for any new commentary on growth, capital allocation, or care-delivery initiatives during the fireside chat.

Key Terms

dialysis, transplantation, skilled nursing facilities

3 terms

dialysis medical

"This includes ensuring they are supported at home, in dialysis centers, in the hospital..."

Dialysis is a medical treatment that cleans the blood and removes extra fluid when the kidneys can no longer do that job, using a machine or a filtered solution much like an external water filter for the body. It matters to investors because dialysis creates steady demand for specialized clinics, machines, supplies and drugs, driving predictable revenue streams, capital and regulatory risks, and long-term patient volumes that affect healthcare company valuations.

transplantation medical

"from slowing the progression of kidney disease to helping support transplantation."

Transplantation is the medical procedure of replacing a failing or absent organ, tissue, or cells with healthy ones from a donor or from another part of the patient’s body; think of swapping a broken part in a machine to restore function. It matters to investors because transplants drive demand for surgical services, specialized drugs, medical devices and long‑term care, influence regulatory approvals and reimbursement policies, and can materially affect the revenues and risks of healthcare companies involved in transplant technology and follow‑up care.

skilled nursing facilities medical

"in the hospital and in skilled nursing facilities."

Skilled nursing facilities are medical care centers that provide around‑the‑clock nursing, therapy, and medical monitoring for people who need more care than home or assisted living can offer, similar to a hospital ward for longer stays. Investors watch them because their revenue depends on how full they are, the rates paid by insurers and government programs, and costs of staffing and compliance, all of which drive profitability and risk.

AI-generated analysis. Not financial advice.

DENVER, Feb. 24, 2026 /PRNewswire/ -- DaVita Inc. (NYSE: DVA) today announced that its chief financial officer, Joel Ackerman, and its group vice president of investor relations, Nic Eliason, will participate in a fireside chat with investors at TD Cowen's 46th Annual Health Care Conference on Monday, March 2, 2026 at 11:50 am EST.

To view the live webcast, visit the TD Cowen page here and create a free registration.

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.

Contact Information
IR@davita.com

 

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SOURCE DaVita

FAQ

When will DaVita (DVA) present at TD Cowen's 46th Annual Health Care Conference?

DaVita will present on March 2, 2026 at 11:50 am EST in a fireside chat. According to DaVita, CFO Joel Ackerman and VP of IR Nic Eliason will lead the session and viewers can join a live webcast via TD Cowen with free registration.

Who from DaVita (DVA) will speak at the TD Cowen health care conference?

CFO Joel Ackerman and group VP of investor relations Nic Eliason will participate in the fireside chat. According to DaVita, both executives will engage investors and provide company updates during the March 2, 2026 session.

How can investors watch DaVita's (DVA) TD Cowen presentation on March 2, 2026?

Investors can view a live webcast through the TD Cowen conference page after registering for free. According to DaVita, the webcast link and free registration are available on the TD Cowen site for the March 2, 2026 event.

What company metrics did DaVita (DVA) highlight related to scale in the announcement?

DaVita reported serving approximately 295,000 patients at 3,242 outpatient dialysis centers as of December 31, 2025. According to DaVita, 2,657 centers were in the United States and 585 centers were in 14 other countries worldwide.

Will DaVita (DVA) provide investor materials or a replay after the TD Cowen conference?

The announcement notes a live webcast and implies investor access via TD Cowen; it does not explicitly promise a replay. According to DaVita, investors should use the TD Cowen registration page to access the live presentation and any posted materials.