Universal Health Services, Inc. $UHS Shares Sold by Andra AP fonden

Andra AP fonden lowered its position in shares of Universal Health Services, Inc. (NYSE:UHS) by 62.5% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 66,100 shares of the health services provider’s stock after selling 110,310 shares during the period. Andra AP fonden’s holdings in Universal Health Services were worth $13,513,000 at the end of the most recent quarter.

Other institutional investors also recently bought and sold shares of the company. Pzena Investment Management LLC raised its stake in shares of Universal Health Services by 310.2% during the 3rd quarter. Pzena Investment Management LLC now owns 1,607,029 shares of the health services provider’s stock worth $328,541,000 after buying an additional 1,215,286 shares in the last quarter. Norges Bank acquired a new position in Universal Health Services during the second quarter worth $83,333,000. Nomura Holdings Inc. raised its position in Universal Health Services by 100.6% in the second quarter. Nomura Holdings Inc. now owns 2,560 shares of the health services provider’s stock worth $464,000 after acquiring an additional 426,211 shares in the last quarter. Invesco Ltd. lifted its holdings in Universal Health Services by 11.1% in the second quarter. Invesco Ltd. now owns 1,461,198 shares of the health services provider’s stock valued at $264,696,000 after acquiring an additional 145,730 shares during the period. Finally, Amundi lifted its holdings in Universal Health Services by 50.2% in the second quarter. Amundi now owns 403,237 shares of the health services provider’s stock valued at $74,385,000 after acquiring an additional 134,757 shares during the period. 86.05% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

UHS has been the subject of a number of research analyst reports. TD Cowen cut their price target on shares of Universal Health Services from $251.00 to $245.00 and set a “buy” rating for the company in a report on Wednesday, January 7th. Cantor Fitzgerald dropped their target price on shares of Universal Health Services from $250.00 to $229.00 and set a “neutral” rating for the company in a report on Friday. Barclays lifted their price target on shares of Universal Health Services from $262.00 to $268.00 and gave the company an “overweight” rating in a research report on Thursday. Weiss Ratings restated a “buy (b)” rating on shares of Universal Health Services in a report on Monday, December 29th. Finally, Wall Street Zen cut Universal Health Services from a “strong-buy” rating to a “buy” rating in a report on Saturday. One analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus price target of $233.86.

Universal Health Services News Summary

Here are the key news stories impacting Universal Health Services this week:

• Positive Sentiment: UHS reiterated an FY‑2026 revenue target up to $18.8B and said it will accelerate investments in AI and outpatient expansion — strategic growth initiatives that support longer‑term revenue/earnings upside. Article Title
• Positive Sentiment: Barclays raised its price target to $268 and kept an overweight rating, indicating at least one major shop sees meaningful upside from current levels. Article Title
• Positive Sentiment: UHS reported strong operating performance in 2025 (double‑digit margins and higher net income) and management is forecasting additional revenue and earnings gains in 2026 — supportive of valuation over time. Article Title
• Neutral Sentiment: UHS provided FY‑2026 EPS guidance of $22.64–$24.52 (consensus ~ $23.44) and revenue guidance of $18.4–$18.8B (slightly above consensus), a mixed signal: upside on revenue but a wide EPS band that leaves near‑term expectations ambiguous. Article Title
• Neutral Sentiment: Cantor Fitzgerald lowered its price target to $229 and moved to a neutral rating — a more cautious stance that partly offsets Barclays’ bullish view. Article Title
• Neutral Sentiment: The full Q4 earnings call transcript and analyst notes are now public, providing more detail for investors to re‑rate guidance assumptions and margin drivers. Article Title
• Negative Sentiment: Q4 EPS came in at $5.88 vs. the $5.92 consensus — management cited softer admissions (lower medical care demand) and rising costs, which pressured the quarter despite 9.1% revenue growth. Article Title
• Negative Sentiment: UHS warned of an approximate $35M earnings hit tied to a new California psychiatric staffing mandate — a tangible near‑term cost that will weigh on margins until absorbed. Article Title
• Negative Sentiment: Coverage and headlines emphasized the earnings miss and S&P500 pressure, prompting negative headlines and short‑term selling in some outlets. Article Title

Universal Health Services Price Performance

Universal Health Services stock opened at $205.74 on Friday. Universal Health Services, Inc. has a 1 year low of $152.33 and a 1 year high of $246.32. The company has a debt-to-equity ratio of 0.55, a quick ratio of 0.96 and a current ratio of 1.03. The firm has a 50 day moving average price of $215.88 and a 200 day moving average price of $210.67. The company has a market cap of $12.85 billion, a price-to-earnings ratio of 8.89, a PEG ratio of 0.64 and a beta of 1.26.

Universal Health Services (NYSE:UHS) last posted its quarterly earnings results on Wednesday, February 25th. The health services provider reported $5.88 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $5.92 by ($0.04). The firm had revenue of $4.49 billion for the quarter, compared to analysts’ expectations of $4.50 billion. Universal Health Services had a net margin of 8.57% and a return on equity of 19.84%. Universal Health Services’s revenue was up 9.1% on a year-over-year basis. During the same period last year, the firm posted $4.92 EPS. Universal Health Services has set its FY 2026 guidance at 22.640-24.520 EPS. Sell-side analysts predict that Universal Health Services, Inc. will post 15.92 earnings per share for the current year.

Universal Health Services Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Monday, March 16th. Shareholders of record on Monday, March 2nd will be given a $0.20 dividend. This represents a $0.80 dividend on an annualized basis and a dividend yield of 0.4%. The ex-dividend date of this dividend is Monday, March 2nd. Universal Health Services’s dividend payout ratio is presently 3.46%.

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.