New York State Teachers Retirement System Lowers Stock Position in Universal Health Services, Inc. $UHS

New York State Teachers Retirement System trimmed its position in shares of Universal Health Services, Inc. (NYSE:UHS) by 5.4% during the 4th quarter, Holdings Channel reports. The firm owned 55,456 shares of the health services provider’s stock after selling 3,146 shares during the period. New York State Teachers Retirement System’s holdings in Universal Health Services were worth $12,091,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in UHS. Pzena Investment Management LLC grew its holdings in 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 valued at $328,541,000 after buying an additional 1,215,286 shares in the last quarter. Dimensional Fund Advisors LP lifted its holdings in shares of Universal Health Services by 13.8% in the 3rd quarter. Dimensional Fund Advisors LP now owns 1,494,464 shares of the health services provider’s stock valued at $305,510,000 after acquiring an additional 181,801 shares during the last quarter. Arrowstreet Capital Limited Partnership increased its stake in Universal Health Services by 3.7% during the third quarter. Arrowstreet Capital Limited Partnership now owns 1,125,764 shares of the health services provider’s stock worth $230,151,000 after acquiring an additional 40,533 shares during the last quarter. American Century Companies Inc. raised its holdings in Universal Health Services by 22.1% during the 3rd quarter. American Century Companies Inc. now owns 781,145 shares of the health services provider’s stock valued at $159,698,000 after buying an additional 141,621 shares during the period. Finally, Holocene Advisors LP boosted its stake in Universal Health Services by 262.4% during the third quarter. Holocene Advisors LP now owns 358,885 shares of the health services provider’s stock worth $73,370,000 after buying an additional 259,861 shares during the period. Hedge funds and other institutional investors own 86.05% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently issued reports on UHS shares. Deutsche Bank Aktiengesellschaft decreased their price target on Universal Health Services from $261.00 to $230.00 and set a “buy” rating for the company in a research note on Wednesday, April 29th. Barclays cut their price target on Universal Health Services from $268.00 to $238.00 and set an “overweight” rating on the stock in a research note on Tuesday, April 28th. Royal Bank Of Canada dropped their target price on shares of Universal Health Services from $216.00 to $190.00 and set a “sector perform” rating on the stock in a report on Wednesday, April 29th. Robert W. Baird lowered their target price on Universal Health Services from $241.00 to $204.00 and set a “neutral” rating for the company in a report on Wednesday, April 29th. Finally, Raymond James Financial downgraded shares of Universal Health Services from an “outperform” rating to a “market perform” rating in a report on Wednesday. Six research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the company currently has a consensus rating of “Hold” and a consensus price target of $220.94.

Universal Health Services Trading Up 0.1%

UHS stock opened at $167.16 on Monday. The firm has a market cap of $10.21 billion, a P/E ratio of 6.97, a PEG ratio of 0.80 and a beta of 1.13. The company’s 50-day simple moving average is $188.99 and its 200-day simple moving average is $209.04. The company has a quick ratio of 1.01, a current ratio of 1.08 and a debt-to-equity ratio of 0.52. Universal Health Services, Inc. has a 52-week low of $152.33 and a 52-week high of $246.32.

Universal Health Services (NYSE:UHS) last announced its quarterly earnings data on Monday, April 27th. The health services provider reported $5.62 earnings per share for the quarter, beating analysts’ consensus estimates of $5.41 by $0.21. The company had revenue of $4.50 billion for the quarter, compared to analyst estimates of $4.39 billion. Universal Health Services had a return on equity of 19.57% and a net margin of 8.56%.The firm’s revenue for the quarter was up 9.6% on a year-over-year basis. During the same quarter last year, the firm posted $4.84 EPS. Universal Health Services has set its FY 2026 guidance at 22.640-24.520 EPS. As a group, equities analysts forecast that Universal Health Services, Inc. will post 23.34 EPS for the current fiscal year.

Universal Health Services Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Monday, March 16th. Investors of record on Monday, March 2nd were issued a $0.20 dividend. The ex-dividend date was Monday, March 2nd. This represents a $0.80 dividend on an annualized basis and a dividend yield of 0.5%. Universal Health Services’s payout ratio is 3.33%.

Trending Headlines about Universal Health Services

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

• Positive Sentiment: UHS reiterated its full?year 2026 volume targets despite softer seasonal volumes in Q1, signaling management confidence in recovery and that the Q1 hit may be temporary. Investors may view this as a stabilizing sign for guidance. UHS reaffirms 2026 volume targets
• Positive Sentiment: UHS deployed eight AI solutions in its revenue cycle in 2025 and is evaluating clinical operation use — potential margin upside and efficiency gains if rollouts scale. This supports longer?term operating leverage. UHS deployed 8 AI solutions
• Neutral Sentiment: UHS is scheduled to present at the BofA Securities Health Care Conference (May 12). Management comments there could move shares if they provide clearer color on volumes, margins or M&A. UHS to present at BofA conference
• Neutral Sentiment: Analysts’ views are mixed on UHS relative to peers — differing takes may sustain volatility as investors parse which franchises (behavioral, acute, outpatient) will drive recovery. Analysts’ opinions mixed
• Negative Sentiment: Despite beating Q1 estimates, UHS shares fell after the quarter as investors focused on volume softness and the tone from the call rather than the beat — short?term sentiment hurt. Why UHS is down after Q1
• Negative Sentiment: Coverage updates trimmed price targets: Stephens and Morgan Stanley lowered targets and kept “equal weight,” while several firms lowered targets (Mizuho, TD Cowen) even if ratings were maintained. Those revisions pressure sentiment and cap near?term upside. Stephens price target cut Morgan Stanley price target cut
• Negative Sentiment: Q1 commentary/coverage noting that earnings growth was dampened by volume hits underscores the risk that patient volumes — not just pricing or cost control — will determine near?term results. Q1 growth dampened by volume hits

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.