Universal Health Services, Inc. $UHS Shares Sold by Rhenman & Partners Asset Management AB

Key Points

• Rhenman & Partners cut its stake in Universal Health Services by 53.8% to 12,000 shares (about $2.45M) in Q3, while other institutions — notably Pzena (+310% to 1.607M shares), Norges Bank (new ~$83.3M position) and Dimensional — added sizable holdings, leaving institutional ownership at 86.05%.
• UHS slightly missed the quarter (EPS $5.88 vs. $5.92; revenue $4.49B vs. $4.50B) despite 9.1% YoY revenue growth and set FY2026 guidance of $22.64–24.52 EPS; the stock trades near $192.65 and has a MarketBeat consensus rating of Hold with a $232.21 target.

Rhenman & Partners Asset Management AB lowered its stake in Universal Health Services, Inc. (NYSE:UHS - Free Report) by 53.8% during the third quarter, according to its most recent 13F filing with the SEC. The firm owned 12,000 shares of the health services provider's stock after selling 14,000 shares during the quarter. Rhenman & Partners Asset Management AB's holdings in Universal Health Services were worth $2,453,000 as of its most recent filing with the SEC.

A number of other large investors also recently added to or reduced their stakes in UHS. Pzena Investment Management LLC grew 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 purchasing an additional 1,215,286 shares during the period. Norges Bank acquired a new position in shares of Universal Health Services during the 2nd quarter worth about $83,333,000. Nomura Holdings Inc. raised its position in shares of Universal Health Services by 100.6% during the 2nd quarter. Nomura Holdings Inc. now owns 2,560 shares of the health services provider's stock worth $464,000 after purchasing an additional 426,211 shares during the last quarter. Varenne Capital Partners purchased a new position in Universal Health Services in the 3rd quarter valued at about $37,670,000. Finally, Dimensional Fund Advisors LP boosted its holdings in 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 worth $305,510,000 after buying an additional 181,801 shares during the last quarter. 86.05% of the stock is currently owned by institutional investors and hedge funds.

Universal Health Services Trading Down 2.2%

UHS opened at $192.65 on Friday. The stock has a market capitalization of $12.04 billion, a PE ratio of 8.32, a P/E/G ratio of 0.77 and a beta of 1.26. Universal Health Services, Inc. has a one year low of $152.33 and a one year high of $246.32. The company has a debt-to-equity ratio of 0.55, a quick ratio of 0.98 and a current ratio of 1.05. The business's 50 day moving average price is $213.23 and its 200 day moving average price is $211.67.

Universal Health Services (NYSE:UHS - Get Free Report) last posted its 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 business had revenue of $4.49 billion during the quarter, compared to analysts' expectations of $4.50 billion. During the same quarter in the prior year, the firm earned $4.92 EPS. Universal Health Services'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. As a group, equities research analysts expect that Universal Health Services, Inc. will post 15.92 EPS for the current year.

Universal Health Services Dividend Announcement

The business 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. This represents a $0.80 annualized dividend and a yield of 0.4%. The ex-dividend date of this dividend is Monday, March 2nd. Universal Health Services's dividend payout ratio (DPR) is 3.46%.

Analyst Ratings Changes

Several equities research analysts have commented on the company. Zacks Research lowered Universal Health Services from a "strong-buy" rating to a "hold" rating in a research note on Monday, March 2nd. UBS Group restated a "buy" rating on shares of Universal Health Services in a research report on Thursday, January 15th. Cantor Fitzgerald lowered their price target on Universal Health Services from $250.00 to $229.00 and set a "neutral" rating on the stock in a research note on Friday, February 27th. TD Cowen reduced their price objective 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. Finally, Wells Fargo & Company decreased their price objective on Universal Health Services from $235.00 to $212.00 and set an "equal weight" rating on the stock in a report on Monday, March 2nd. Six research analysts have rated the stock with a Buy rating, nine have issued a Hold rating and one has given a Sell rating to the company's stock. According to data from MarketBeat.com, the company currently has a consensus rating of "Hold" and a consensus price target of $232.21.

About Universal Health Services

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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