Universal Health Services, Inc. $UHS Shares Sold by Citigroup Inc.

Citigroup Inc. reduced its stake in shares of Universal Health Services, Inc. (NYSE:UHS) by 10.7% during the 3rd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 44,775 shares of the health services provider’s stock after selling 5,346 shares during the period. Citigroup Inc. owned approximately 0.07% of Universal Health Services worth $9,154,000 at the end of the most recent reporting period.

Other large investors have also made changes to their positions in the company. Pzena Investment Management LLC boosted its holdings 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 buying an additional 1,215,286 shares in the last quarter. Norges Bank purchased a new stake in shares of Universal Health Services during the 2nd quarter worth approximately $83,333,000. Nomura Holdings Inc. grew its holdings 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 worth $464,000 after acquiring an additional 426,211 shares during the period. Invesco Ltd. increased its stake in Universal Health Services by 11.1% in the 2nd quarter. Invesco Ltd. now owns 1,461,198 shares of the health services provider’s stock valued at $264,696,000 after purchasing an additional 145,730 shares in the last quarter. Finally, Amundi increased its stake in 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 purchasing an additional 134,757 shares in the last quarter. Hedge funds and other institutional investors own 86.05% of the company’s stock.

Wall Street Analysts Forecast Growth

UHS has been the topic of a number of research analyst reports. Wells Fargo & Company reiterated an “equal weight” rating and set a $235.00 target price (down from $259.00) on shares of Universal Health Services in a research report on Wednesday, January 7th. UBS Group reiterated a “buy” rating on shares of Universal Health Services in a research report on Thursday, January 15th. Barclays raised their target price on shares of Universal Health Services from $262.00 to $268.00 and gave the company an “overweight” rating in a report on Thursday. Guggenheim upped their price target on shares of Universal Health Services from $253.00 to $274.00 and gave the company a “buy” rating in a report on Tuesday, December 2nd. Finally, TD Cowen lowered their price target on shares of Universal Health Services from $251.00 to $245.00 and set a “buy” rating on the stock in a research report on Wednesday, January 7th. One research analyst has rated the stock with a Strong Buy rating, six have given a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Hold” and a consensus target price 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

Universal Health Services Trading Up 0.7%

Shares of Universal Health Services stock opened at $205.74 on Monday. Universal Health Services, Inc. has a fifty-two week low of $152.33 and a fifty-two week high of $246.32. The business’s fifty day moving average is $215.88 and its two-hundred day moving average is $211.15. The company has a quick ratio of 0.98, a current ratio of 1.05 and a debt-to-equity ratio of 0.55. The firm has a market cap of $12.85 billion, a PE ratio of 8.89, a P/E/G ratio of 0.84 and a beta of 1.26.

Universal Health Services (NYSE:UHS) last released its earnings results on Wednesday, February 25th. The health services provider reported $5.88 EPS for the quarter, missing the consensus estimate 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 business had revenue of $4.49 billion during the quarter, compared to analyst estimates of $4.50 billion. During the same quarter in the previous year, the company posted $4.92 earnings per share. The business’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. Analysts anticipate that Universal Health Services, Inc. will post 15.92 earnings per share 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. Investors of record on Monday, March 2nd will be given a $0.20 dividend. The ex-dividend date of this dividend is Monday, March 2nd. This represents a $0.80 annualized dividend and a dividend yield of 0.4%. Universal Health Services’s dividend payout ratio (DPR) is currently 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.