DaVita is expanding its specialized kidney care beyond traditional acute-care hospitals through its Integrated Kidney Care program. As of March 31, 2026, the company served approximately 296,300 patients across 3,262 outpatient dialysis centers globally and had about 62,600 patients enrolled in risk-based integrated kidney care arrangements, representing roughly $5.4 billion in annualized medical spend. During the first quarter of 2026, DaVita reported year-over-year improvements across all key measures in the CMS Comprehensive Kidney Care Contracting program, including gross savings rates, quality scores, and high-performing status, with management noting the program generated the highest aggregate savings among participants. The company is also investing in digital infrastructure and AI, introducing a tool called ScheduleHub to optimize scheduling in real time. DaVita shares have gained 83.9% year to date, and the stock carries a Zacks Rank of 1, or Strong Buy.
DaVita HealthCare Partners IncDaVita's Integrated Kidney Care program expansion and strong enrollment in risk-based arrangements indicate growing demand for its services.
Encompass Health Corp
Option Care Health Inc