Universal Health Services, Inc. Class B (UHS)

Over the past six months, Universal Health Services (UHS) has demonstrated strong operational momentum, particularly in its Acute Care segment. In Q3 2025, UHS reported an EPS of $5.69, exceeding analysts' estimates by 18.05%, with consolidated net revenues jumping by 13.4% year-over-year. Following the strong Q3 results, management slightly lifted its revenue guidance for the full year 2025 to $17.38 billion at the midpoint and raised its full-year Adjusted EPS guidance to $21.80 at the midpoint, a 9% increase. The stock has seen a significant run-up, with a 27% year-to-date climb as of November 2025, backed by strong execution. The share price as of January 2, 2026, was $219.98, compared to $178.89 on January 3, 2025.

Demand for Universal Health Services' products and services, particularly in the behavioral health sector, appears to be robust and growing. UHS is strategically focused on expanding its service offerings and geographic footprint in the behavioral health sector due to ongoing demand, increasing its focus on outpatient care and expanding its outpatient footprint. Growth in the Substance Use Disorder (SUD) or addiction business is also a priority, with increasing demand, and services for military members continue to be a growing and significant part of the business. The acute care segment remains stable, with controlled expenses and steady revenue growth. The company's strong performance in behavioral health signals robust underlying demand and effective management of operational challenges.

Universal Health Services, Inc. (UHS) is a Fortune 500 company and a major provider of hospital and healthcare services in the United States and the United Kingdom. Founded in 1979, UHS operates in the diversified healthcare industry, focusing on delivering efficient, cost-effective, and high-quality patient care. The company's primary business segments include Acute Care Hospital Services and Behavioral Health Care Services. Acute Care Hospital Services encompass various medical services, with UHS operating numerous inpatient acute care hospitals, freestanding emergency departments, acute care outpatient centers, and a surgical hospital. Behavioral Health Care Services offer treatment programs for mental disorders, with UHS operating inpatient behavioral health facilities and outpatient behavioral health facilities, including specialized care for military personnel. UHS also provides health insurance plans and manages physician services. In 2024, the company reported total revenues of $15.8 billion.

Universal Health Services, Inc. has a substantial national and international presence, operating over 400 acute care hospitals, behavioral health facilities, outpatient facilities, and ambulatory care access points across 39 states in the U.S., Washington, D.C., Puerto Rico, and the United Kingdom.

Universal Health Services has maintained a strong brand reputation over the past year, receiving several accolades and recognitions. UHS was selected by Fortune as one of the "World's Most Admired Companies" in 2025, marking the 15th consecutive year. UHS has consistently achieved high scores from Reputation.com, receiving a "900 Award" and an "800 Award" in 2025. UHS was recognized by Newsweek and Plant-A Insights Group as one of America's Greatest Workplaces for Diversity 2024. In the past year, a jury awarded $535 million in damages related to a sexual assault at a UHS-owned facility.

The ownership structure of Universal Health Services is predominantly held by institutional investors, with a notable portion also owned by individual investors and company insiders. Institutional investors collectively own between 81.09% and 95.23% of the company's stock, with major shareholders including Vanguard Group Inc., BlackRock, Inc., and First Eagle Investment Management, LLC. Insiders, including executives, collectively own between 5.23% and 16.40% of the company's stock, with founder Alan B. Miller holding approximately 3.55% of shares. Individual investors account for 4.77% of the ownership.