Universal Health Services shares rise 5.9% as Q1 profit and revenue top expectations

Universal Health Services (UHS) is up 5.9% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to a stronger-than-expected first-quarter print, with solid year-over-year revenue growth and higher earnings per share. Investors may also be encouraged by continued pricing/reimbursement strength across both acute care and behavioral health, alongside improved operating cash flow.

Details:

Universal Health Services reported first-quarter 2026 net income attributable to UHS of $348.7 million, or $5.65 per diluted share, versus $316.7 million, or $4.80 per diluted share, in the prior-year quarter.

Net revenues were $4.495 billion, up 9.6% year over year, supported by same-facility revenue growth in both Acute Care Hospital Services and Behavioral Health Care Services.

On a same-facility basis, acute care adjusted admissions were flat while adjusted patient days rose 0.8%; behavioral health adjusted admissions increased 1.2% and adjusted patient days increased 1.6%.

Net cash provided by operating activities was $402 million for the quarter, up from $360 million a year earlier; the company also described a credit agreement amendment that expanded borrowing capacity, including a delayed-draw term loan intended for the Talkspace acquisition.

Sources:

PR Newswire, Associated Press, U.S. Securities and Exchange Commission

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$UHS Insider Trading Activity

$UHS insiders have traded $UHS stock on the open market 5 times in the past 6 months. Of those trades, 0 have been purchases and 5 have been sales.

Here’s a breakdown of recent trading of $UHS stock by insiders over the last 6 months:

WARREN J. NIMETZ has made 0 purchases and 2 sales selling 3,817 shares for an estimated $852,343.
ELLIOT J MD MBA SUSSMAN has made 0 purchases and 3 sales selling 1,639 shares for an estimated $345,897.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.

$UHS Hedge Fund Activity

We have seen 326 institutional investors add shares of $UHS stock to their portfolio, and 297 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 742,101 shares (-74.1%) from their portfolio in Q4 2025, for an estimated $161,792,860
CITADEL ADVISORS LLC removed 662,975 shares (-97.7%) from their portfolio in Q4 2025, for an estimated $144,541,809
NORGES BANK added 454,270 shares (+98.7%) to their portfolio in Q4 2025, for an estimated $99,039,945
HOLOCENE ADVISORS, LP removed 358,885 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $78,244,107
MORGAN STANLEY added 325,162 shares (+59.5%) to their portfolio in Q4 2025, for an estimated $70,891,819
FIRST EAGLE INVESTMENT MANAGEMENT, LLC removed 307,588 shares (-6.7%) from their portfolio in Q4 2025, for an estimated $67,060,335
FMR LLC removed 267,248 shares (-12.7%) from their portfolio in Q4 2025, for an estimated $58,265,408

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.

$UHS Analyst Ratings

Wall Street analysts have issued reports on $UHS in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Wells Fargo issued a "Overweight" rating on 11/13/2025

To track analyst ratings and price targets for $UHS, check out Quiver Quantitative's $UHS forecast page.

$UHS Price Targets

Multiple analysts have issued price targets for $UHS recently. We have seen 6 analysts offer price targets for $UHS in the last 6 months, with a median target of $238.0.

Here are some recent targets:

Stephen Baxter from Wells Fargo set a target price of $212.0 on 03/02/2026
Sarah James from Cantor Fitzgerald set a target price of $229.0 on 02/27/2026
Andrew Mok from Barclays set a target price of $268.0 on 02/26/2026
Ryan Langston from TD Cowen set a target price of $245.0 on 01/07/2026
Jason Cassorla from Guggenheim set a target price of $274.0 on 12/02/2025
Ben Hendrix from RBC Capital set a target price of $231.0 on 10/30/2025

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.