Andra AP fonden Decreases Stock Holdings in Universal Health Services, Inc. $UHS

Andra AP fonden reduced its holdings in Universal Health Services, Inc. (NYSE:UHS) by 62.5% in the third quarter, according to its most recent filing with the Securities & 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 owned approximately 0.10% of Universal Health Services worth $13,513,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also recently made changes to their positions in the company. Pzena Investment Management LLC lifted its holdings in shares of Universal Health Services by 310.2% in 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 during the period. Invesco Ltd. lifted its position in Universal Health Services by 11.1% during 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 last quarter. Massachusetts Financial Services Co. MA boosted its stake in Universal Health Services by 3.5% in the second quarter. Massachusetts Financial Services Co. MA now owns 926,669 shares of the health services provider’s stock valued at $167,866,000 after acquiring an additional 31,201 shares in the last quarter. American Century Companies Inc. grew its holdings in Universal Health Services by 0.8% in the second quarter. American Century Companies Inc. now owns 639,524 shares of the health services provider’s stock worth $115,850,000 after purchasing an additional 4,932 shares during the last quarter. Finally, Norges Bank acquired a new position in shares of Universal Health Services during the second quarter worth $83,333,000. 86.05% of the stock is currently owned by institutional investors.

Universal Health Services Stock Performance

Shares of UHS stock opened at $205.74 on Friday. Universal Health Services, Inc. has a one year low of $152.33 and a one year high of $246.32. The firm’s 50 day moving average price is $215.88 and its 200-day moving average price is $210.67. The firm has a market cap of $12.85 billion, a P/E ratio of 8.89, a P/E/G ratio of 0.64 and a beta of 1.26. The company has a debt-to-equity ratio of 0.55, a quick ratio of 0.96 and a current ratio of 1.03.

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

Universal Health Services Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, March 16th. Stockholders of record on Monday, March 2nd will be paid a $0.20 dividend. This represents a $0.80 annualized dividend and a dividend yield of 0.4%. The ex-dividend date is Monday, March 2nd. Universal Health Services’s dividend payout ratio (DPR) is presently 3.46%.

Wall Street Analyst Weigh In

A number of equities research analysts have recently weighed in on the company. UBS Group restated a “buy” rating on shares of Universal Health Services in a research note on Thursday, January 15th. Guggenheim upped their target price on Universal Health Services from $253.00 to $274.00 and gave the company a “buy” rating in a research report on Tuesday, December 2nd. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Universal Health Services in a research report on Monday, December 29th. Wells Fargo & Company restated an “equal weight” rating and issued a $235.00 price objective (down from $259.00) on shares of Universal Health Services in a research report on Wednesday, January 7th. Finally, TD Cowen cut their price target on Universal Health Services from $251.00 to $245.00 and set a “buy” rating for the company in a research note on Wednesday, January 7th. One equities research 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 given a Sell rating to the company’s stock. Based on data from MarketBeat, Universal Health Services has a consensus rating of “Hold” and an average price target of $233.86.

Key Universal Health Services News

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

About Universal Health Services

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.