American Century Companies Inc. raised its position in shares of Universal Health Services, Inc. (NYSE:UHS – Free Report) by 22.1% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 781,145 shares of the health services provider’s stock after acquiring an additional 141,621 shares during the quarter. American Century Companies Inc. owned approximately 1.23% of Universal Health Services worth $159,698,000 as of its most recent SEC filing.
Other large investors also recently bought and sold shares of the company. Pzena Investment Management LLC increased its position in Universal Health Services by 310.2% during the third quarter. Pzena Investment Management LLC now owns 1,607,029 shares of the health services provider’s stock worth $328,541,000 after purchasing an additional 1,215,286 shares during the last quarter. Invesco Ltd. grew its position in shares of 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 worth $264,696,000 after buying an additional 145,730 shares in the last quarter. Massachusetts Financial Services Co. MA lifted its position in shares of Universal Health Services by 3.5% during the 2nd quarter. Massachusetts Financial Services Co. MA now owns 926,669 shares of the health services provider’s stock worth $167,866,000 after purchasing an additional 31,201 shares during the last quarter. Norges Bank acquired a new stake in shares of Universal Health Services during the 2nd quarter worth about $83,333,000. Finally, Amundi grew its position in shares of Universal Health Services by 50.2% in the 2nd quarter. Amundi now owns 403,237 shares of the health services provider’s stock valued at $74,385,000 after buying an additional 134,757 shares during the last quarter. Hedge funds and other institutional investors own 86.05% of the company’s stock.
More 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
Analyst Ratings Changes
Get Our Latest Research Report on Universal Health Services
Universal Health Services Trading Up 0.7%
NYSE:UHS opened at $205.74 on Monday. The firm has a market capitalization of $12.85 billion, a P/E ratio of 8.89, a P/E/G ratio of 0.84 and a beta of 1.26. The business has a 50 day simple moving average of $215.88 and a 200 day simple moving average of $211.15. The company has a debt-to-equity ratio of 0.55, a current ratio of 1.05 and a quick ratio of 0.98. Universal Health Services, Inc. has a 12-month low of $152.33 and a 12-month high of $246.32.
Universal Health Services (NYSE:UHS – Get Free Report) last posted its 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). Universal Health Services had a net margin of 8.57% and a return on equity of 19.65%. The company had revenue of $4.49 billion during the quarter, compared to the consensus estimate of $4.50 billion. During the same quarter in the previous year, the business posted $4.92 earnings per share. The business’s quarterly revenue 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. 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 announced a quarterly dividend, which will be paid on Monday, March 16th. Shareholders of record on Monday, March 2nd will be paid a dividend of $0.20 per share. The ex-dividend date of this dividend is Monday, March 2nd. This represents a $0.80 annualized dividend and a yield of 0.4%. Universal Health Services’s dividend payout ratio (DPR) is presently 3.46%.
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.
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