Universal Health Services Inc
Universal Health Services Inc operates healthcare facilities, generating revenue through patient care services and facility management.
Business. Universal Health Services Inc (UHS) is a healthcare company primarily engaged in the medical devices industry, operating within the broader Medical Equipment, Supplies & Distribution sector. The firm generates revenue through a product-sale model and is headquartered in the United States. It is publicly traded on the New York Stock Exchange under the ticker symbol UHS. Specific details regarding operating segments and geographic revenue mix are not available.
Analyst recommendations
22 analysts · consensus HoldAt a glance
What drives this business
The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.
News & coverage
2Sector rotation
Developing storylines
Analysis
AI analysisOpportunity
Upcoming catalysts
Scheduled public events. Informational only — not investment advice.
- Company
- EarningsQ3 2026 earnings (expected)2026-10-28 · estimated
- Macro
- Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
- Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
- Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
- Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
- Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
- Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
- Macro & political
- ElectionSE Swedish Election2026-09-14 · SE
- ElectionUS U.S. Midterms2026-11-03 · US
- ElectionFR French Legislative2027-06-01 · FR
Pre-earnings brief
Universal Health Services Inc (UHS) is undergoing its first formal analysis, establishing a baseline for future performance tracking without prior comparative data. This initial assessment highlights the company's current structural profile, which includes two officers, one index membership, and a shareholder base comprising 34 top holders [doc:uhs-companyfacts]. The absence of previous material change records means that current metrics serve as the foundational reference point for all subsequent financial evaluations. A notable development in the shareholder registry involves a significant modification in holdings by investor ID 931. Data detected on June 25, 2026, indicates that this investor increased their position from 25 shares to 692 shares as of March 31, 2026. This adjustment represents a major severity change in the holder's stake, reflecting a substantial shift in ownership concentration for this specific entity during the reported period. However, conflicting data points suggest volatility or correction in the reporting of this specific holder's position. A separate signal detected on June 24, 2026, shows the reverse movement, with the same investor's holdings recorded as decreasing from 692 shares back to 25 shares for the same March 31, 2026, date. This discrepancy highlights the need for careful verification of shareholder data, as the net change for this investor appears to oscillate between a significant increase and a return to the original low-share count. Despite these shareholder fluctuations, the broader analyst landscape for UHS remains quiet, with zero analysts currently covering the stock. The company continues to maintain its presence in one index and retains its existing officer count. As the first analysis for this ticker, these findings establish the current static and dynamic parameters for UHS, setting the stage for monitoring future material changes against this newly defined baseline.
Signals & dispatch
Composite-score breakdown
Synthesis
Universal Health Services Inc (UHS) is a healthcare company primarily engaged in the medical devices industry, operating within the broader Medical Equipment, Supplies & Distribution sector. The firm generates revenue through a product-sale model and is headquartered in the United States. It is publicly traded on the New York Stock Exchange under the ticker symbol UHS. Specific details regarding operating segments and geographic revenue mix are not available.
Universal Health Services maintains a capital structure supported by $15.68 billion in total assets and $7.46 billion in equity, with a debt-to-equity ratio of 0.63. The company holds $119.03 million in cash and equivalents against $4.71 billion in total debt, resulting in a negative net cash position. Liquidity is assessed as high, though the current ratio of 1.08 sits close to the minimum comfort range. The firm generated $401.63 million in operating cash flow and $184.47 million in free cash flow during the latest period, supporting its leverage profile.
Profitability metrics show a return on equity of 19.94% and a return on assets of 9.49%, indicating efficient use of capital. The company trades at a price-to-earnings ratio of 6.27 and an EV/EBITDA of 6.98, suggesting a valuation discount relative to broader market multiples. Operating income of $502.86 million on $4.49 billion in revenue reflects a solid operating margin, while net income of $348.68 million demonstrates consistent earnings generation.
Universal Health Services Inc (UHS) is undergoing its first formal analysis, establishing a baseline for future performance tracking without prior comparative data. This initial assessment highlights the company's current structural profile, which includes two officers, one index membership, and a shareholder base comprising 34 top holders [doc:uhs-companyfacts]. The absence of previous material change records means that current metrics serve as the foundational reference point for all subsequent financial evaluations. A notable development in the shareholder registry involves a significant modification in holdings by investor ID 931. Data detected on June 25, 2026, indicates that this investor increased their position from 25 shares to 692 shares as of March 31, 2026. This adjustment represents a major severity change in the holder's stake, reflecting a substantial shift in ownership concentration for this specific entity during the reported period. However, conflicting data points suggest volatility or correction in the reporting of this specific holder's position. A separate signal detected on June 24, 2026, shows the reverse movement, with the same investor's holdings recorded as decreasing from 692 shares back to 25 shares for the same March 31, 2026, date. This discrepancy highlights the need for careful verification of shareholder data, as the net change for this investor appears to oscillate between a significant increase and a return to the original low-share count. Despite these shareholder fluctuations, the broader analyst landscape for UHS remains quiet, with zero analysts currently covering the stock. The company continues to maintain its presence in one index and retains its existing officer count. As the first analysis for this ticker, these findings establish the current static and dynamic parameters for UHS, setting the stage for monitoring future material changes against this newly defined baseline.
- The company trades at a significant valuation discount with a P/E of 6.27 and EV/EBITDA of 6.98.
- Strong profitability with ROE of 19.94% and ROA of 9.49% indicates efficient capital use.
- Liquidity is high but constrained by a current ratio of 1.08 and negative net cash position.
- Strategic growth through the acquisition of Talkspace, Inc., supported by increased borrowing capacity.
- Medium dilution risk and regulatory compliance challenges pose potential headwinds.
- Analyst sentiment is positive with a mean price target of $212.06, suggesting upside potential.
Bull / Bear case
Generated · model-assistedNet income CAGR of 26.1% from FY2023 to FY2025 demonstrates strong earnings growth momentum.
Long-term debt decreased to $4.0 billion in FY2025, reflecting a deleveraging trend from prior years.
Interest coverage ratio of 12.8 indicates strong ability to service debt obligations with operating income.
Net income fell 23.3% year-over-year in FY2025, indicating significant earnings volatility.
The company faces a high level of liquidity risk according to current risk flag assessments.
Debt-to-equity ratio of 0.63 places the company in the bottom quartile of its peer cohort.
Free cash flow dropped to $849 million in FY2025 from $1.1 billion in FY2024.
In focus — financials by report
Revenue $4.50B; Operating income $502.9M.
- ▍Revenue $4.50B
- ▍Operating income $502.9M
- ▍Net margin 7.8%
Revenue $12.88B; Operating income $1.48B.
- ▍Revenue $12.88B
- ▍Operating income $1.48B
- ▍Net margin 8.1%
Revenue $8.38B; Operating income $955.1M.
- ▍Revenue $8.38B
- ▍Operating income $955.1M
- ▍Net margin 8.0%
Revenue $17.36B; Operating income $1.99B.
- ▍Revenue $17.36B
- ▍Operating income $1.99B
- ▍Net margin 8.6%
Revenue $15.83B; Operating income $1.68B.
- ▍Revenue $15.83B
- ▍Operating income $1.68B
- ▍Net margin 7.2%
Revenue $15.83B; Operating income $1.68B.
- ▍Revenue $15.83B
- ▍Operating income $1.68B
- ▍Net margin 7.2%
Revenue $14.28B; Operating income $1.18B.
- ▍Revenue $14.28B
- ▍Operating income $1.18B
- ▍Net margin 5.0%
Revenue $14.28B; Operating income $1.18B.
- ▍Revenue $14.28B
- ▍Operating income $1.18B
- ▍Net margin 5.0%
Valuation FY
Revenue by segment
Business relationships
Supply chain
Peer comparison
Market position
Stress test
Predictor forecast
| Metric | Our forecast | Guidance | Consensus |
|---|---|---|---|
| EPS | —no estimate | —no estimate | 23,40 |
| Revenue | —no estimate | —no estimate | 18,5B USD |
| Operating income | —no estimate | —no estimate | 2,0B USD |
Options
Short squeeze
Earnings-call key lines
Consensus distribution
sell-side coverageEstimate revisions
consensus EPS · 26-week trendSell-side observations
Themes
ESG
Risk factors
- Current ratio is close to the minimum comfort range.
- Net cash is negative after subtracting total debt.
- Source documents mention dilution or offering risk.
Benchmarks vs cohort
Corporate actions / M&A
FX exposure
Comparable transactions
Derivatives & instruments
Derivative transactions
- Director · Option To Purchase Class B Common Stock → Class B Common StockDisposed 1 250 @ $138,80exercise · 2026-03-13
- Director · Option To Purchase Class B Common Stock → Class B Common StockDisposed 2 500 @ $138,80exercise · 2026-03-12
- Executive Vice President & CFO · Option To Purchase Class B Common Stock → Class B Common StockDisposed 44 037 @ $152,68exercise · 2026-03-12
- Director, President and CEO · Option To Purchase Class B Common Stock → Class B Common StockDisposed 50 425 @ $152,68exercise · 2026-03-12
- Executive Vice President & CFO · Option To Purchase Class B Common Stock → Class B Common StockDisposed 39 200 @ $138,80exercise · 2026-03-12
- Director, President and CEO · Option To Purchase Class B Common Stock → Class B Common StockDisposed 50 000 @ $138,80exercise · 2026-03-12
- Director · Option To Purchase Class B Common Stock → Class B Common StockDisposed 1 250 @ $138,80exercise · 2026-03-11
- Director, Executive Chairman, 10% owner · Option To Purchase Class B Common Stock → Class B Common StockDisposed 62 500 @ $138,80exercise · 2026-03-10
- Director, Executive Chairman, 10% owner · Option To Purchase Class B Common Stock → Class B Common StockDisposed 70 212 @ $152,68exercise · 2026-03-10
- Director · Option To Purchase Class B Common Stock → Class B Common StockDisposed 10 000 @ $138,80exercise · 2025-11-11
Actions
Ask Handelsavisen
- Market data
- Regulatory filings
- Issuer disclosures
- Public news
- Earnings transcripts
- Consensus estimates
- ESG data
- Reference data
- Return On Equitynet_income / total_equity
- Enterprise Valuemarket_cap - net_cash
- Ev To Revenueenterprise_value / revenue
- Net Cashcash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
- Market Priceinput from market-data provider (delayed close or quote-shim mid)
- Capex To Revenuecapital_expenditure / revenue
- UNIVERSAL HEALTH SERVICES INC company facts · 2026-07-26
- UNIVERSAL HEALTH SERVICES INC 10-Q 2026-05-07 · 2026-07-26
- UNIVERSAL HEALTH SERVICES INC 10-K 2026-02-25 · 2026-07-26
- UNIVERSAL HEALTH SERVICES INC 10-Q 2025-11-07 · 2026-07-26
- UNIVERSAL HEALTH SERVICES INC 10-Q 2025-08-08 · 2026-07-26
- 8-K (sec_8k_material) on UHS · 2026-07-26
- Universal Health Services Inc Market data — analyst estimates · 2026-07-26
- Universal Health Services Inc Market data — ESG · 2026-07-26
Ownership & reference
Top holders
- Investment Managers · as of 2026-03-310,12 %$220M
- Investment Managers · as of 2026-03-310,08 %$149M
- Investment Managers · as of 2026-03-310,07 %$319M
- Institutional Investor · as of 2026-03-310,05 %$160M
- Investment Managers · as of 2026-03-310,05 %$105M
- Funds · as of 2026-03-310,04 %$284M
- Investment Managers · as of 2026-03-310,03 %$238M
- Investment Managers · as of 2026-03-310,02 %$31M
- Investment Managers · as of 2026-03-310,02 %$348M
- Investment Managers · as of 2025-12-310,02 %$1 414M
- Investment Managers · as of 2024-06-300,02 %$822M
- Investment Managers · as of 2026-03-310,02 %$462M
- Investment Managers · as of 2026-03-310,02 %$104M
- Investment Managers · as of 2026-03-310,01 %$95M
- Institutional Investor · as of 2026-03-310,01 %$235M
- Institutional Investor · as of 2026-03-310,01 %$67M
- Investment Managers · as of 2026-03-310,01 %$15M
- Investment Managers · as of 2026-03-310,01 %$49M
- Investment Managers · as of 2026-03-310,01 %$35M
- Brokerage Firms · as of 2026-03-310,01 %$25M
- Investment Managers · as of 2024-12-310,01 %$25M
- Investment Managers · as of 2026-03-310,01 %$111M
- Investment Managers · as of 2026-03-310,01 %$12M
- Brokerage Firms · as of 2026-03-310,00 %$24M
- Investment Managers · as of 2026-03-310,00 %$13M
- Institutional Investor · as of 2026-03-310,00 %$17M
- Institutional Investor · as of 2022-09-300,00 %$0M
- Investment Managers · as of 2026-03-310,00 %$8M
- Investment Managers · as of 2026-03-310,00 %$0M
- Investment Managers · as of 2026-03-310,00 %$6M
- Investment Managers · as of 2026-03-310,00 %$2M
- Institutional Investor · as of 2026-03-310,00 %$1M
- Institutional Investor · as of 2026-03-310,00 %$0M
- Institutional Investor · as of 2026-03-310,00 %$0M
Leadership
- Alan B. MillerExecutive Chairman of the Board
- Marc D. MillerPresident, Chief Executive Officer, Director
Insider activity
- Director, Executive Chairman, 10% owner · Class B Common StockOther 14 163 · 2026-05-27
- Director, Executive Chairman, 10% owner · Class B Common StockOther 25 495 · 2026-05-27
- Director, Executive Chairman, 10% owner · Class B Common StockOther 13 963 · 2026-05-27
- Director, Executive Chairman, 10% owner · Class B Common StockOther 9 418 · 2026-05-27
- Director, Executive Chairman, 10% owner · Class B Common StockOther 50 990 · 2026-05-27
- Director · Class B Common StockOther 1 217 · 2026-05-20
- Director · Class B Common StockOther 1 217 · 2026-05-20
- Director · Class B Common StockOther 1 217 · 2026-05-20
- Director · Class B Common StockOther 1 217 · 2026-05-20
- Director · Class B Common StockOther 1 217 · 2026-05-20
- Director, Executive Chairman, 10% owner · Class B Common StockOther 14 153 · 2026-03-26
- Director, President and CEO · Class B Common StockOther 29 715 · 2026-03-26
- Executive Vice President & CFO · Class B Common StockOther 6 850 · 2026-03-26
- Executive Vice President · Class B Common StockOther 6 404 · 2026-03-26
- Executive Vice President, UHS · Class B Common StockOther 5 627 · 2026-03-26
- Executive Vice President & CFO · Class B Common StockOther 616 @ $185,82$114K · 2026-03-21
- Director, President and CEO · Class B Common StockOther 2 239 @ $185,82$416K · 2026-03-21
- Executive Vice President, UHS · Class B Common StockOther 512 @ $185,82$95K · 2026-03-21
- Executive Vice President · Class B Common StockOther 593 @ $185,82$110K · 2026-03-21
- Director, Executive Chairman, 10% owner · Class B Common StockOther 1 177 @ $185,82$219K · 2026-03-21
- Executive Vice President & CFO · Class B Common StockOther 731 @ $189,58$139K · 2026-03-19
- Director, Executive Chairman, 10% owner · Class B Common StockOther 1 399 @ $189,58$265K · 2026-03-19
- Director, President and CEO · Class B Common StockOther 2 762 @ $189,58$524K · 2026-03-19
- Executive Vice President, UHS · Class B Common StockOther 608 @ $189,58$115K · 2026-03-19
- Executive Vice President · Class B Common StockOther 704 @ $189,58$133K · 2026-03-19
Short positioning
Geographic breakdown
Intel & risk
no material change vs prior analysis (walked 17 fields; 4 schema-expansion field(s) excluded)
- Narrative— → —medium
- Conclusion— → —medium
- Company share pct— → —medium
Evidence & claims
From filings & derived data- Revenue (YoY) (2025-12-31 vs 2024-12-31): 9.7%Derived (calculated)
- Operating income (YoY) (2025-12-31 vs 2024-12-31): 18.6%Derived (calculated)
- Return on assets (FY 2025-12-31): 9.6%Derived (calculated)
- EPS (diluted) (YoY) (2025-12-31 vs 2024-12-31): 37.3%Derived (calculated)
- Net margin (FY 2025-12-31): 8.6%Derived (calculated)
- Current ratio (FY 2025-12-31): 1.05xDerived (calculated)
- Net income (YoY) (2025-12-31 vs 2024-12-31): 30.4%Derived (calculated)
- Shareholders' equity (YoY) (2025-12-31 vs 2024-12-31): 9.1%Derived (calculated)
- EPS (basic) (YoY) (2025-12-31 vs 2024-12-31): 36.5%Derived (calculated)
- Capex (YoY) (2025-12-31 vs 2024-12-31): 7.6%Derived (calculated)
- Total assets (YoY) (2025-12-31 vs 2024-12-31): 7.3%Derived (calculated)
- Cash & equivalents (YoY) (2025-12-31 vs 2024-12-31): 9.4%Derived (calculated)
- Operating cash flow (YoY) (2025-12-31 vs 2024-12-31): -9.8%Derived (calculated)
- Long-term debt (YoY) (2025-12-31 vs 2024-12-31): 6.6%Derived (calculated)
- Return on equity (FY 2025-12-31): 20.5%Derived (calculated)
- EPS (diluted) (annual): USD-PER-SHARES 23SEC XBRL filing
- Interest expense (annual): USD 156.07MSEC XBRL filing
- Pre-tax income (annual): USD 1.97BSEC XBRL filing
- Revenue (annual): USD 17.36BSEC XBRL filing
- Net income (annual): USD 1.49BSEC XBRL filing
- Operating cash flow (annual): USD 1.86BSEC XBRL filing
- Capex (annual): USD 1.02BSEC XBRL filing
- Current liabilities (annual): USD 3.24BSEC XBRL filing
- Current assets (annual): USD 3.41BSEC XBRL filing