Wedge Capital Management L L P NC boosted its stake in Universal Health Services, Inc. (NYSE:UHS – Free Report) by 13.1% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 48,425 shares of the health services provider’s stock after purchasing an additional 5,624 shares during the quarter. Wedge Capital Management L L P NC owned about 0.08% of Universal Health Services worth $7,200,000 as of its most recent SEC filing.
Several other hedge funds have also recently added to or reduced their stakes in the stock. Norges Bank acquired a new position in shares of Universal Health Services during the 4th quarter worth about $199,334,000. Pzena Investment Management LLC raised its position in shares of Universal Health Services by 31.5% in the 4th quarter. Pzena Investment Management LLC now owns 2,112,604 shares of the health services provider’s stock valued at $460,590,000 after acquiring an additional 505,575 shares during the period. Nomura Holdings Inc. raised its position in shares of Universal Health Services by 100.6% in the 2nd quarter. Nomura Holdings Inc. now owns 2,560 shares of the health services provider’s stock valued at $464,000 after acquiring an additional 426,211 shares during the period. Morgan Stanley boosted its stake in Universal Health Services by 59.5% during the 4th quarter. Morgan Stanley now owns 871,377 shares of the health services provider’s stock worth $189,978,000 after acquiring an additional 325,162 shares during the last quarter. Finally, Dimensional Fund Advisors LP boosted its stake in Universal Health Services by 12.1% during the 1st quarter. Dimensional Fund Advisors LP now owns 1,781,262 shares of the health services provider’s stock worth $318,812,000 after acquiring an additional 192,351 shares during the last quarter. Institutional investors and hedge funds own 86.05% of the company’s stock.
Analyst Upgrades and Downgrades
Several equities research analysts have commented on the stock. Royal Bank Of Canada lowered their target price on shares of Universal Health Services from $190.00 to $183.00 and set a “sector perform” rating for the company in a research note on Monday, August 3rd. UBS Group set a $290.00 price target on shares of Universal Health Services in a research report on Wednesday, July 29th. Mizuho decreased their price target on shares of Universal Health Services from $267.00 to $230.00 and set an “outperform” rating for the company in a report on Wednesday, April 29th. Robert W. Baird lowered their price objective on shares of Universal Health Services from $204.00 to $166.00 and set a “neutral” rating for the company in a research report on Wednesday, July 29th. Finally, Cantor Fitzgerald reaffirmed a “neutral” rating and set a $194.00 price objective on shares of Universal Health Services in a research note on Tuesday, July 28th. Five research analysts have rated the stock with a Buy rating and twelve have given a Hold rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Hold” and a consensus price target of $204.93.
Key Stories Impacting Universal Health Services
Here are the key news stories impacting Universal Health Services this week:
- Positive Sentiment: Analysts have assigned UHS a consensus price target of $204.93, implying substantial potential upside from the stock’s recent trading level. The target reflects continued confidence in the hospital operator’s earnings power and valuation. Universal Health Services Receives $204.93 Consensus Target Price from Analysts
- Positive Sentiment: Zacks Research modestly raised its fiscal 2026 EPS estimate for UHS to $23.07 from $23.04. It also increased its fiscal 2027 second-quarter forecast to $5.96 from $5.93, indicating some expected improvement in near-term profitability. Universal Health Services analyst estimates
- Neutral Sentiment: The current full-year analyst EPS consensus remains approximately $23.15, close to Zacks’ $23.07 forecast for fiscal 2026. UHS previously reported quarterly EPS of $5.98, slightly exceeding the $5.94 consensus, with revenue of $4.64 billion up 8.3% year over year, providing a supportive fundamental backdrop.
- Negative Sentiment: Zacks reduced several forward earnings estimates, including fiscal 2026 third-quarter EPS to $5.48 from $5.63, fourth-quarter EPS to $5.99 from $6.30, fiscal 2027 EPS to $24.25 from $24.59, and fiscal 2028 EPS to $26.47 from $27.10. It also lowered estimates for fiscal 2027 first and third quarters and fiscal 2028 first and second quarters. These cuts suggest analysts see somewhat softer earnings momentum despite the attractive price target.
Universal Health Services Price Performance
Shares of UHS opened at $171.91 on Thursday. The company has a debt-to-equity ratio of 0.54, a quick ratio of 1.04 and a current ratio of 1.12. The stock has a 50 day simple moving average of $154.06 and a 200 day simple moving average of $176.19. Universal Health Services, Inc. has a 52-week low of $140.08 and a 52-week high of $246.32. The firm has a market capitalization of $10.41 billion, a PE ratio of 7.00, a P/E/G ratio of 0.92 and a beta of 1.05.
Universal Health Services (NYSE:UHS – Get Free Report) last announced its earnings results on Tuesday, July 28th. The health services provider reported $5.98 EPS for the quarter, topping the consensus estimate of $5.94 by $0.04. The firm had revenue of $4.64 billion for the quarter, compared to the consensus estimate of $4.58 billion. Universal Health Services had a net margin of 8.42% and a return on equity of 19.39%. The business’s quarterly revenue was up 8.3% on a year-over-year basis. During the same period last year, the company posted $5.35 EPS. Sell-side analysts predict that Universal Health Services, Inc. will post 23.16 EPS for the current fiscal year.
Universal Health Services Announces Dividend
The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 15th. Stockholders of record on Tuesday, September 1st will be given a dividend of $0.20 per share. The ex-dividend date of this dividend is Tuesday, September 1st. This represents a $0.80 annualized dividend and a dividend yield of 0.5%. Universal Health Services’s dividend payout ratio is currently 3.26%.
Universal Health Services Profile
Universal Health Services, Inc (NYSE: UHS) is one of the largest diversified health care management companies in the United States, offering a broad spectrum of services through its acute care hospital and behavioral health segments. The company operates general acute care hospitals, surgical hospitals and ambulatory centers, as well as inpatient and outpatient behavioral health facilities. Its network provides emergency and specialized medicine, diagnostic imaging, laboratory services, advanced surgical care and rehabilitation, complemented by a comprehensive array of behavioral services including psychiatric treatment, addiction programs and developmental disabilities care.
In the acute care segment, UHS’s facilities deliver services ranging from emergency department treatment and intensive care to maternity care and outpatient surgery.
See Also
- Five stocks we like better than Universal Health Services
- GE Vernova’s AI Power Boom Faces a Profit Test
- Cardinal Health Earnings: Can Perfection Get Priced In Twice?
- Nebius’ Q2 Beat Shows the AI Bottleneck Is Capacity, Not Demand
- Legacy Jet Builders Stall While Embraer Accelerates to New Highs
Receive News & Ratings for Universal Health Services Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Universal Health Services and related companies with MarketBeat.com's FREE daily email newsletter.
