Cinctive Capital Management LP Increases Stake in Universal Health Services, Inc. $UHS

Cinctive Capital Management LP grew its holdings in shares of Universal Health Services, Inc. (NYSE:UHS) by 3,244.5% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 57,292 shares of the health services provider’s stock after purchasing an additional 55,579 shares during the quarter. Cinctive Capital Management LP owned approximately 0.09% of Universal Health Services worth $11,713,000 at the end of the most recent quarter.

Other large investors have also modified their holdings of the company. Pzena Investment Management LLC raised its position in shares of Universal Health Services by 310.2% in the third 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 during the last quarter. Dimensional Fund Advisors LP boosted its position in 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 last quarter. Invesco Ltd. grew its stake in Universal Health Services by 11.1% during the 2nd quarter. Invesco Ltd. now owns 1,461,198 shares of the health services provider’s stock valued at $264,696,000 after acquiring an additional 145,730 shares in the last quarter. Arrowstreet Capital Limited Partnership grew its stake in Universal Health Services by 3.7% during the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 1,125,764 shares of the health services provider’s stock valued at $230,151,000 after acquiring an additional 40,533 shares in the last quarter. Finally, Massachusetts Financial Services Co. MA raised its holdings in Universal Health Services by 3.5% in the 2nd quarter. Massachusetts Financial Services Co. MA now owns 926,669 shares of the health services provider’s stock valued at $167,866,000 after acquiring an additional 31,201 shares during the last quarter. Hedge funds and other institutional investors own 86.05% of the company’s stock.

Trending Headlines about Universal Health Services

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

• Positive Sentiment: UHS agreed to acquire Talkspace for $5.25 per share (enterprise value ≈ $835M). The deal expands UHS’s behavioral-health and virtual-care footprint, which could accelerate digital revenue growth and cross-sell opportunities; the purchase will be financed with borrowings under UHS’s revolver. UHS Announces Agreement to Acquire Talkspace
• Positive Sentiment: Zacks Research raised its FY2026 EPS view for UHS (now $23.11 from $22.86) and nudged several near-term quarter estimates up (notably Q1 2026). Upward revisions to FY2026 support near-term earnings visibility versus prior forecasts. Zacks Research raises FY2026 estimate
• Neutral Sentiment: Zacks issued multiple small, mixed quarter-by-quarter changes (some quarters up slightly, some trimmed by cents). They also published an FY2028 estimate ($26.80) while maintaining a “Hold” rating — signaling neither a strong buy nor sell tilt from this research house. Zacks Research mixed estimate revisions
• Negative Sentiment: Zacks trimmed several 2027 quarter estimates and lowered FY2027 EPS to $24.74 (from $25.14). Those downward revisions reflect some near-term growth moderation expectations and could weigh on sentiment if similar cuts follow from other firms. Zacks Research lowers FY2027 estimate

Wall Street Analysts Forecast Growth

A number of research analysts have weighed in on UHS shares. Barclays raised their target price on shares of Universal Health Services from $262.00 to $268.00 and gave the stock an “overweight” rating in a research note on Thursday, February 26th. Zacks Research cut Universal Health Services from a “strong-buy” rating to a “hold” rating in a report on Monday, March 2nd. TD Cowen reduced their price objective on 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. UBS Group reissued a “buy” rating on shares of Universal Health Services in a research note on Thursday, January 15th. Finally, Wall Street Zen cut Universal Health Services from a “strong-buy” rating to a “buy” rating in a report on Saturday, February 28th. Six investment analysts have rated the stock with a Buy rating, nine have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Hold” and a consensus target price of $232.21.

Universal Health Services Stock Performance

NYSE:UHS opened at $192.45 on Friday. The company’s 50-day moving average is $210.01 and its two-hundred day moving average is $211.85. Universal Health Services, Inc. has a 1-year low of $152.33 and a 1-year high of $246.32. The company has a debt-to-equity ratio of 0.55, a current ratio of 1.05 and a quick ratio of 0.98. The firm has a market capitalization of $11.76 billion, a price-to-earnings ratio of 8.31, a PEG ratio of 0.76 and a beta of 1.26.

Universal Health Services (NYSE:UHS) last announced its quarterly 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). The firm had revenue of $4.49 billion for the quarter, compared to analyst estimates of $4.50 billion. Universal Health Services had a return on equity of 19.65% and a net margin of 8.57%.The firm’s quarterly revenue was up 9.1% on a year-over-year basis. During the same quarter in the prior year, the business earned $4.92 EPS. Universal Health Services has set its FY 2026 guidance at 22.640-24.520 EPS. Analysts forecast that Universal Health Services, Inc. will post 15.92 EPS for the current year.

Universal Health Services Dividend Announcement

The firm 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 3.46%.

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.