Swiss National Bank Has $33.71 Million Position in Universal Health Services, Inc. $UHS

Swiss National Bank cut its stake in Universal Health Services, Inc. (NYSE:UHS) by 5.9% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 164,900 shares of the health services provider’s stock after selling 10,400 shares during the quarter. Swiss National Bank’s holdings in Universal Health Services were worth $33,712,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also modified their holdings of the company. Pzena Investment Management LLC raised its holdings in 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 valued at $328,541,000 after acquiring an additional 1,215,286 shares during the period. Dimensional Fund Advisors LP boosted its holdings in shares of Universal Health Services by 13.8% during the third quarter. Dimensional Fund Advisors LP now owns 1,494,464 shares of the health services provider’s stock worth $305,510,000 after acquiring an additional 181,801 shares during the period. Invesco Ltd. grew its position in shares of Universal Health Services by 11.1% in the second 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 during the last quarter. Massachusetts Financial Services Co. MA grew its position in shares of 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 purchasing an additional 31,201 shares during the last quarter. Finally, American Century Companies Inc. increased its stake in shares of Universal Health Services by 22.1% during the third quarter. American Century Companies Inc. now owns 781,145 shares of the health services provider’s stock worth $159,698,000 after purchasing an additional 141,621 shares during the period. Institutional investors own 86.05% of the company’s stock.

Key Universal Health Services News

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

• Positive Sentiment: UHS agreed to acquire Talkspace (TALK) for $5.25 per share (~$835M enterprise value). The deal gives UHS an established digital-therapy platform and accelerates its push into virtual behavioral health and outpatient care — a strategic growth area that can broaden revenue streams and improve cross-selling to existing patients. The transaction will be financed via borrowings under UHS’s revolving facility (not an equity raise), which avoids immediate dilution. InsiderMonkey article
• Neutral Sentiment: Zacks Research released multiple estimate updates that are mixed in direction: they raised some near-term 2026 quarterly estimates and lifted FY2026 to $23.11 EPS, but trimmed several 2027 quarter estimates and lowered FY2027 to $24.74 EPS. Zacks keeps a “Hold” rating. The net effect is a mixed analyst tone — supportive for nearer-term 2026 results but more cautious on 2027, leaving consensus guidance and valuation reaction ambiguous.
• Negative Sentiment: Several downward revisions to mid‑2027 quarters and FY2027 from Zacks suggest moderator growth or margin pressure relative to prior expectations. Combined with the incremental leverage from financing the Talkspace purchase, investors concerned about debt levels, integration risk, or slower-than-expected margin recovery could push the stock lower until clarity on synergies and earnings impact emerges.

Analysts Set New Price Targets

Several analysts recently issued reports on the company. TD Cowen reduced 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. Wells Fargo & Company dropped their target price on Universal Health Services from $235.00 to $212.00 and set an “equal weight” rating for the company in a report on Monday, March 2nd. Wall Street Zen cut shares of Universal Health Services from a “strong-buy” rating to a “buy” rating in a research report on Saturday, February 28th. Cantor Fitzgerald lowered their price target on shares of Universal Health Services from $250.00 to $229.00 and set a “neutral” rating on the stock in a research report on Friday, February 27th. Finally, Zacks Research cut shares of Universal Health Services from a “strong-buy” rating to a “hold” rating in a research note on Monday, March 2nd. Six equities research analysts have rated the stock with a Buy rating, nine have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Hold” and an average target price of $232.21.

Universal Health Services Price Performance

Shares of UHS traded up $1.73 during trading hours on Friday, hitting $192.22. 104,327 shares of the company were exchanged, compared to its average volume of 774,087. The company has a quick ratio of 0.98, a current ratio of 1.05 and a debt-to-equity ratio of 0.55. Universal Health Services, Inc. has a fifty-two week low of $152.33 and a fifty-two week high of $246.32. The company has a market cap of $11.74 billion, a price-to-earnings ratio of 8.29, a P/E/G ratio of 0.74 and a beta of 1.26. The firm’s fifty day moving average is $210.56 and its 200 day moving average is $211.58.

Universal Health Services (NYSE:UHS) last posted its quarterly earnings results on Wednesday, February 25th. The health services provider reported $5.88 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 analyst estimates of $4.50 billion. During the same period last year, the firm earned $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. On average, equities analysts anticipate that Universal Health Services, Inc. will post 15.92 earnings per share for the current fiscal year.

Universal Health Services Dividend Announcement

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

Universal Health Services Company 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.