UNIVERSAL HEALTH SERVICES INC(UHS)Stock Analysis
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Rank #272 of 2,879 stocksTOP 10%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
UHS Stock Analysis & AI Quality Score
AI stock analysis and institutional research for UNIVERSAL HEALTH SERVICES INC (UHS), a Healthcare sector company. 13F Pro's AI-powered ranking engine scores UHS at 71.2/100 on a 32-signal composite quality model, placing it at rank #272 of 2,879 stocks — the top 10% of the AI-ranked universe. UHS scores in the top quartile across revenue scale (91.9), balance sheet strength (84.7), earnings quality (79.2). Based on the latest XBRL financial filings (Q1 2026), UNIVERSAL HEALTH SERVICES INC reports quarterly revenue of $4.5B, net income of $348.7M, an operating margin of 11.2%. Top institutional holders of UHS by reported 13-F value include First Eagle Investment Management,, BlackRock,, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. UHS trades on the NYSE exchange and files with the SEC under CIK 352915. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate UHS daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for UNIVERSAL HEALTH SERVICES INC directly from SEC EDGAR. UNIVERSAL HEALTH SERVICES INC's 13F Pro composite quality score has ranged between 8 and 72 since 2021, currently 71.2 — an improving long-term trajectory across 56 quarterly and live scoring snapshots.
What's Driving UHS's Business? Latest 10-Q Breakdown
AI-extracted from UNIVERSAL HEALTH SERVICES INC's 10-Q filed 2026-05-07 — Q1 2026 (quarter ended March 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Net revenues grew 9.6% to $4.5B; net income attributable to UHS rose 10% to $349M, driven by 8% growth in acute care and behavioral health same-facility revenues.
Biggest Revenue Drivers
Total revenue: $4.495B+9.6% YoY
Same-facility revenues increased 8.2%; net revenue per adjusted admission rose 6.3%.
Same-facility revenues increased 7.3%; patient days increased 1.4%; net revenue per adjusted admission rose 6.2%.
Includes advisory fees and other ancillary revenues.
Largest Expense Items
Increase driven by higher staffing levels and wage pressures in acute care and behavioral health segments.
Increase reflects higher supply costs across acute care and behavioral health operations.
Margins: Operating margin expanded slightly to 11.2% from 11.1% YoY, benefiting from improved same-facility operating leverage and revenue per adjusted admission gains. Income before taxes margin was 10.4% versus 10.3% YoY, stable despite inflationary cost pressures.
Watch Items from the Filing
- One Big Beautiful Bill Act enacted July 4, 2025 will reduce aggregate annual net benefit from Medicaid supplemental payments by $432M–$480M by 2032 through SDP rate caps and provider tax reductions.
- Laurel Ridge Treatment Center terminated from Medicare/Medicaid effective April 30, 2026; facility generated ~$23M pre-tax income in FY2025; operating losses expected during reapplication process.
- Pinnacle Medical Group litigation verdict of $4.7M compensatory + $500M punitive (reduced to ~$14M under Nevada law); post-trial motions pending; new trial ordered due to juror misconduct; $18M reserve recorded.
- $700M of 1.65% senior notes due September 2026 will be refinanced at significantly higher rates, materially increasing annual interest expense.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Revenue
Q1 2026
$4.5B
Net Income
Q1 2026
$348.7M
Free Cash Flow
Q1 2026
$184.5M
Operating Margin
Q1 2026
11.2%
D/E Ratio
Q1 2026
0.73
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+9.7% YoYNet Income
+30.4% YoYOperating Income
+18.6% YoYEPS (Diluted)
+37.3% YoYTotal Assets
+7.3% YoYTotal Debt
+22.2% YoYOp. Cash Flow
-9.8% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2020 | FY 2019 |
|---|---|---|---|---|---|---|
| Revenue | $17.36B +9.7% | $15.83B +10.8% | $14.28B +6.6% | $13.40B +15.9% | $11.56B +1.6% | $11.38B |
| Net Income | $1.49B +30.4% | $1.14B +59.1% | $717.8M +6.2% | $675.6M -28.4% | $944.0M +15.8% | $814.9M |
| Operating Income | $1.99B +18.6% | $1.68B +43.1% | $1.18B +17.1% | $1.00B -26.1% | $1.36B +11.7% | $1.22B |
| EPS (Diluted) | $23.10 +37.3% | $16.82 +64.4% | $10.23 +11.9% | $9.14 -16.8% | $10.99 +20.4% | $9.13 |
| Total Assets | $15.53B +7.3% | $14.47B +3.6% | $13.97B +3.5% | $13.49B +0.1% | $13.48B +15.5% | $11.67B |
| Total Debt | $5.55B +22.2% | $4.54B -9.9% | $5.04B +3.1% | $4.89B +15.5% | $4.23B +3.9% | $4.07B |
| Operating Cash Flow | $1.86B -9.8% | $2.07B +63.0% | $1.27B +27.3% | $996.0M -57.8% | $2.36B +64.1% | $1.44B |
AI Insight: UHS Financial Trends
UHS delivers consistent revenue and earnings growth over eight quarters, but a sharp debt jump in Q3 2025 warrants monitoring.
• Revenue grew steadily from $3,908M in Q2 2024 to $4,495M in Q1 2026, a ~15% increase over eight quarters.
• Operating income expanded from $436M in Q2 2024 to $503M in Q1 2026, with operating margin broadly holding above 11%.
• Net income rose from $289M in Q2 2024 to $349M in Q1 2026, with a peak of $446M in Q4 2025.
• Equity grew steadily from $6,485M in Q2 2024 to $7,465M in Q1 2026, suggesting retained earnings accumulation.
⚠ Total debt jumped from $4,650M in Q1 2025 to $5,440M in Q3 2025 — a $790M spike — and remains elevated at $5,456M in Q1 2026.
⚠ Operating cash flow is volatile, ranging from $333M to $679M; Q1 2026 Op CF of $402M lags net income conversion.
AI Insight: UHS Ratio Trends
UHS profitability is broadly stable year-over-year, but Q4 2025's outsized 9.9% NPM and 24.5% ROE appear driven by a one-time item that reverses sharply in Q1 2026.
• Operating margin held in a tight 11.1%–11.7% band from Q1 2025 through Q1 2026, signaling consistent core earnings power.
• ROE recovered from a trough of 15.7% in Q3 2024 to 20.1% in Q2 2025, reflecting genuine underlying improvement before Q4 2025 spike.
• D/E leverage ticked up to 0.76 in Q3–Q4 2025 from 0.66 in Q2 2025, then eased slightly to 0.73 in Q1 2026.
⚠ Q4 2025 NPM surged to 9.9% vs. the 7.4%–8.3% range in prior quarters — identify the one-off driver before extrapolating.
⚠ ROIC slipped to 15.6% in Q1 2026, the lowest since Q3 2024's 13.6% trough — watch for further deterioration.
⚠ D/E at 0.73 remains above the Q2 2025 low of 0.66; rising leverage alongside softer ROIC warrants monitoring.
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Available Research
13F Pro tracks comprehensive data for UNIVERSAL HEALTH SERVICES INC including:
Top Institutional Holders of UHS
First Eagle Investment Management, LLC
$791.8M4,424,281 shBlackRock, Inc.
$777.6M4,345,083 shVANGUARD CAPITAL MANAGEMENT LLC
$618.0M3,452,885 shSTATE STREET CORP
$461.6M2,579,389 shVANGUARD PORTFOLIO MANAGEMENT LLC
$448.9M2,508,167 shGEODE CAPITAL MANAGEMENT, LLC
$347.6M1,947,868 shPZENA INVESTMENT MANAGEMENT LLC
$342.2M1,912,235 shDIMENSIONAL FUND ADVISORS LP
$318.8M1,781,262 shInvesco Ltd.
$284.4M1,589,120 shGOLDMAN SACHS GROUP INC
$238.2M1,330,971 sh
| Fund | Value | Shares |
|---|---|---|
| First Eagle Investment Management, LLC | $791.8M | 4,424,281 |
| BlackRock, Inc. | $777.6M | 4,345,083 |
| VANGUARD CAPITAL MANAGEMENT LLC | $618.0M | 3,452,885 |
| STATE STREET CORP | $461.6M | 2,579,389 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $448.9M | 2,508,167 |
| GEODE CAPITAL MANAGEMENT, LLC | $347.6M | 1,947,868 |
| PZENA INVESTMENT MANAGEMENT LLC | $342.2M | 1,912,235 |
| DIMENSIONAL FUND ADVISORS LP | $318.8M | 1,781,262 |
| Invesco Ltd. | $284.4M | 1,589,120 |
| GOLDMAN SACHS GROUP INC | $238.2M | 1,330,971 |
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Popular Research
Is UHS a good stock to buy?
13F Pro's AI-powered analysis of UNIVERSAL HEALTH SERVICES INC (UHS) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Healthcare sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for UHS are available on the UHS stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own UHS?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling UHS. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of UNIVERSAL HEALTH SERVICES INC's investment landscape.