Mitsubishi UFJ Trust & Banking Corp Decreases Stock Holdings in Universal Health Services, Inc. $UHS

Key Points

• Mitsubishi UFJ Trust & Banking Corp reduced its stake in Universal Health Services by 60.7% in Q4, selling 35,577 shares and retaining 23,004 shares valued at about $5.02 million.
• UHS beat Q1 estimates (EPS $5.62 vs. $5.41; revenue $4.50B vs. $4.39B) but shares fell as investors focused on patient volume softness, and several analysts cut price targets, weighing on near‑term sentiment.
• About 86.05% of UHS is owned by institutional investors; analysts remain mixed with a consensus target near $220.94 while management reaffirmed FY2026 EPS guidance of $22.640–$24.520, signaling confidence despite short‑term headwinds.

Mitsubishi UFJ Trust & Banking Corp reduced its stake in shares of Universal Health Services, Inc. (NYSE:UHS - Free Report) by 60.7% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 23,004 shares of the health services provider's stock after selling 35,577 shares during the quarter. Mitsubishi UFJ Trust & Banking Corp's holdings in Universal Health Services were worth $5,015,000 as of its most recent SEC filing.

A number of other hedge funds have also recently made changes to their positions in the stock. M&T Bank Corp lifted its stake in shares of Universal Health Services by 121.2% during the 4th quarter. M&T Bank Corp now owns 3,172 shares of the health services provider's stock worth $692,000 after purchasing an additional 1,738 shares during the last quarter. Ashton Thomas Private Wealth LLC lifted its stake in shares of Universal Health Services by 117.2% during the 4th quarter. Ashton Thomas Private Wealth LLC now owns 2,470 shares of the health services provider's stock worth $539,000 after purchasing an additional 1,333 shares during the last quarter. Pictet Asset Management Holding SA raised its stake in Universal Health Services by 6.0% in the fourth quarter. Pictet Asset Management Holding SA now owns 28,285 shares of the health services provider's stock valued at $6,198,000 after buying an additional 1,600 shares during the last quarter. Inscription Capital LLC raised its stake in Universal Health Services by 1.7% in the fourth quarter. Inscription Capital LLC now owns 5,736 shares of the health services provider's stock valued at $1,251,000 after buying an additional 97 shares during the last quarter. Finally, Horizon Advisory Services Inc. purchased a new stake in Universal Health Services in the fourth quarter valued at about $367,000. 86.05% of the stock is currently owned by hedge funds and other institutional investors.

More Universal Health Services News

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 Stock Up 0.1%

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

Universal Health Services (NYSE:UHS - Get Free Report) last announced its quarterly earnings results on Monday, April 27th. The health services provider reported $5.62 earnings per share for the quarter, beating the consensus estimate of $5.41 by $0.21. The company had revenue of $4.50 billion during the quarter, compared to analysts' expectations of $4.39 billion. Universal Health Services had a return on equity of 19.57% and a net margin of 8.56%.Universal Health Services's quarterly revenue was up 9.6% on a year-over-year basis. During the same period last year, the business earned $4.84 earnings per share. Universal Health Services has set its FY 2026 guidance at 22.640-24.520 EPS. As a group, sell-side analysts expect that Universal Health Services, Inc. will post 23.34 EPS for the current year.

Universal Health Services Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Monday, March 16th. Investors of record on Monday, March 2nd were given a dividend of $0.20 per share. This represents a $0.80 annualized dividend and a yield of 0.5%. The ex-dividend date was Monday, March 2nd. Universal Health Services's dividend payout ratio (DPR) is currently 3.33%.

Analyst Upgrades and Downgrades

A number of research firms have commented on UHS. Robert W. Baird decreased their price target on Universal Health Services from $241.00 to $204.00 and set a "neutral" rating for the company in a research note on Wednesday, April 29th. Royal Bank Of Canada decreased their price target on Universal Health Services from $216.00 to $190.00 and set a "sector perform" rating for the company in a research note on Wednesday, April 29th. Stephens decreased their price target on Universal Health Services from $235.00 to $205.00 and set an "equal weight" rating for the company in a research note on Wednesday, April 29th. Guggenheim decreased their price target on Universal Health Services from $238.00 to $211.00 and set a "buy" rating for the company in a research note on Wednesday. Finally, Morgan Stanley decreased their price target on Universal Health Services from $233.00 to $212.00 and set an "equal weight" rating for the company in a research note on Wednesday, April 29th. Six investment analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of "Hold" and a consensus target price of $220.94.

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.

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