Universal Health Services, Inc. Class B (UHS)

Over the past six months, Universal Health Services' stock price has underperformed the S&P500 Index by -5.57%. As of June 18, 2025, the share price was $171.24, representing a decline of 9.24% from June 20, 2024. Recent events impacting the stock include the Q1 2025 earnings release, where UHS delivered mixed results, missing revenue expectations but exceeding profit forecasts. Analyst ratings have also influenced the stock, with Baird downgrading its outlook to Neutral, while Guggenheim initiated coverage with a Buy recommendation, and Morgan Stanley initiated coverage with an Equal-Weight recommendation.

Demand for Universal Health Services' products and services can experience some seasonality. Winter weather impacted behavioral health patient days in Q1 2025. UHS also utilizes seasonal Registered Nurse contracts, which may suggest fluctuating staffing needs throughout the year.

Universal Health Services, Inc. is a leading healthcare management company based in the United States. It operates primarily in the healthcare sector, focusing on acute care hospital services and managing behavioral healthcare facilities. UHS is involved in the development and management of hospitals, encompassing over 350 facilities. The company's services include general and specialty surgery, internal medicine, obstetrics, emergency room care, radiology, oncology, diagnostic care, coronary care, pediatric services, and pharmacy services. Its operations are divided into two main segments: Acute Care Hospital Services and Behavioral Health Care Services. Additionally, UHS offers health insurance plans through Prominence Health and manages physician services through Independence Physician Management.

UHS operates through its subsidiaries in 39 states across the U.S., Washington, D.C., Puerto Rico, and the United Kingdom. As of 2024, the company manages over 400 acute care hospitals, behavioral health facilities, and ambulatory centers. Approximately 65% of its facilities are in urban metropolitan regions and 35% in suburban healthcare markets.

Universal Health Services has maintained a strong brand reputation, being selected by Fortune as one of the "World's Most Admired Companies" in both 2024 and 2025 for the 15th consecutive year. UHS has also achieved high scores from Reputation.com, receiving a "900 Award" and an "800 Award" in 2025, with 94 UHS providers and locations receiving these awards. In June 2025, Universal Health Services launched Hippocratic AI's Generative AI Healthcare Agents to assist with post-discharge patient engagement.

Universal Health Services, Inc. has a significant institutional ownership, with 95.14% of its total shares outstanding held by institutions. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., First Eagle Investment Management, LLC, State Street Corp, Fmr Llc, Geode Capital Management, Llc, Goldman Sachs Group Inc, and Invesco Ltd. Major individual owners include Alan B. Miller, who is the largest individual shareholder, and Marc D. Miller.