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UHS

Universal Health Services

NYSEHealth CareMedical Care FacilitiesSnapshot 2026-05-08

$169.96-0.35%
Close 2026-05-08 · 1-day change
The bottom line

As of May 8, 2026, UHS has a composite score of 31.0 and a signal label of "favorable." This score is influenced by a medium confidence level of 76.1 and reflects strengths in management (65.7) and quality (76.3), while momentum is notably low at 9.1. The analysis is provisional, indicating that the scores may change as new information becomes available.

Composite +31as of 2026-05-08

Price

Daily closes from AlphaVantage. Earnings/event dots are placed inline.

Close 2026-05-08
Daily closes. Scroll over the chart to zoom; click a range to reset.
EarningsMaterial event

Factor signals

Read top-to-bottom: thesis (is this a strong company over a 1–3 year hold), watch flags (has something changed worth re-reading), and position context (how violent might the path be). Each pill is a parallel diagnostic — never aggregated into a single score.

L1

Thesis

is this a strong company over a 1–3 year hold?
F1 · Recent financial performance
neutral
Mid-cohort
Why this rank
  • Direction share
    1.00
  • Slope (norm)
    -0.08
  • Bonus
    0.00
Operating income, last 4 quarters ($M)
389500522271
F2 · Value
cheap
Cheapest 10% of health care cohort
Why this rank
Price
$169.96
TTM EPS
$18.91
Earnings yield
11.1%
P/E (TTM)
9.0

Trailing four: 2024-Q3, 2025-Q1, 2025-Q2, 2025-Q3

F3 · Earnings quality
neutral
Mid-cohort cash conversion
Why this rank
TTM NI ($M)
1,142
TTM CFO ($M)
2,067
CFO/NI
1.81
L2

Watch

has something changed worth re-reading?
F4 · Management stability
neutral
Mid-cohort activity· see deep-dive ↓
capital unfriendlyBottom 10% — net capital-unfriendly direction
Earnings setup · pre-print positioning
forward-looking
neutral6 PT revisions / 30d, avg 34.2% above currentfor period ending 2026-06-30
Why this setup
Consensus revisions

EPS estimate $5.89 → $5.76 (-2.1% / 30d). 2 raised, 7 cut, 10 covering analysts.

Rating actions

0 upgrades, 0 downgrades / 30d, 7 maintained. 42% of analysts rate Buy.

Price target activity

6 PT revisions / 30d. Avg target 34.2% above current price.

Material events

0 positive, 1 negative / 30d. See F4 management tile for the event list.

F4 · Management deep-dive — recent events, stated priorities, guidance track record
2

Stated priorities

3 priorityies extracted from earnings transcripts (as of 2026-05-08).

  1. 1.Increase revenue forecastgrowthbehind0% progress
    2/26: Our 2026 forecasted range of net revenues $18.417 billion $18.789 billion.
    Why this status

    Stated in 3 of last 3 quarters. Revenue guidance increased from $17,375 million in 2025 to $18,603 million in 2026, indicating a focus on growth. However, the financials show a decline in revenue from $4,495 million in 2025-Q3 to $3,205 million in 2025-Q4, suggesting limited progress in achieving this priority.

  2. 2.Maintain EPS growthgrowthbehind0% progress
    2/26: Our 2026 forecasted range of net income attributable to UHS, and EPS-diluted.
    Why this status

    Stated in 3 of last 3 quarters. EPS guidance increased from $21.8 in 2025 to $23.58 in 2026, reflecting a focus on growth. However, diluted EPS declined from 5.86 in 2025-Q3 to null in 2025-Q4, indicating challenges in maintaining this growth trajectory.

  3. 3.Manage capital expenditurescapital allocationmixed30% progress
    2/26: Capital expenditures $950 million $1.1 billion.
    Why this status

    Newly stated in 2025-Q4. Capex guidance is set between $950 million and $1.1 billion for 2026. The financials do not provide specific capex figures for comparison, making it difficult to assess progress. The focus remains on managing expenditures within this range.

3

Guidance track record

Insufficient guidance history for this ticker.

L3

Position context

how violent might the path be while I hold it?
Risk profile · realized
backward-looking
moderateworst 12m loss −33%, typical day ±1.1%
Why this risk level

Recent vol — 30d annualized 41%; 252d 33%.

Drawdown — Max 1y −33%. Bad day move −3%.

Beta to sector ETF (XLV) 0.54 over 1y.

Liquidity — score 100/100.

Sub-scores — vol 45/100, drawdown 33/100, beta 54/100, earnings vol .

Sector regime
headwind-15.1%sector vs S&P 500, 60d

via XLV

Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive — historically, headwind regimes have averaged stronger forward returns than tailwind.

AI cycle regime · market-wide
2-axis classifier
HeatingManiaSquallCrisisEarnings →Mood ↑
HeatingE +0.13 · M +0.71
Single-axisCHASEz +2.97+1.285d

Context label only — describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.

Not investment advice. As of 2026-05-08.

3

What changed

The most important moves since the prior daily snapshot.

  1. No material changes since the prior snapshot.

No material changes since the prior snapshot.

as of 2026-05-08

4

Management scorecard

How management runs the business — capital, margins, balance sheet, and how reliably they guide and deliver.

Composite65.7 / 100
Capital allocation68
Earnings discipline71
Margin discipline59
Balance sheet72
Guidance credibility
Post-call reaction41
as of 2026-05-08
4

What management is focused on

Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.

  • #1

    Increase revenue forecast

    GrowthNew since 2026-05-04

    Focus on increasing the revenue forecast for the fiscal year 2026.

    Behind

    Stated in 3 of last 3 quarters. Revenue guidance increased from $17,375 million in 2025 to $18,603 million in 2026, indicating a focus on growth. However, the financials show a decline in revenue from $4,495 million in 2025-Q3 to $3,205 million in 2025-Q4, suggesting limited progress in achieving this priority.

    0%
    CEO/CFO:Our 2026 forecasted range of net revenues $18.417 billion $18.789 billion.
    Multiple sourcesSource dated 2026-02-26Stated 3 of last 8 quartersFirst seen 2026-05-04
    Show history (3)
    • 2025-Q4Multiple sources

      Our 2026 forecasted range of net revenues $18.417 billion $18.789 billion.

    • 2025-Q3Multiple sources

      we are increasing our operating results forecast range for consolidated net revenues.

    • 2025-Q2Multiple sources

      we are increasing our operating results forecast range for consolidated net revenues.

  • #2

    Maintain EPS growth

    GrowthNew since 2026-05-04

    Continue to focus on maintaining EPS growth through fiscal year 2026.

    Behind

    Stated in 3 of last 3 quarters. EPS guidance increased from $21.8 in 2025 to $23.58 in 2026, reflecting a focus on growth. However, diluted EPS declined from 5.86 in 2025-Q3 to null in 2025-Q4, indicating challenges in maintaining this growth trajectory.

    0%
    CEO/CFO:Our 2026 forecasted range of net income attributable to UHS, and EPS-diluted.
    Multiple sourcesSource dated 2026-02-26Stated 3 of last 8 quartersFirst seen 2026-05-04
    Show history (3)
    • 2025-Q4Multiple sources

      Our 2026 forecasted range of net income attributable to UHS, and EPS-diluted.

    • 2025-Q3Multiple sources

      we are increasing our operating results forecast range for... adjusted net income attributable to UHS per diluted share.

    • 2025-Q2Multiple sources

      we are increasing our operating results forecast range for... adjusted net income attributable to UHS per diluted share.

  • #3

    Manage capital expenditures

    Capital allocationNew since 2026-05-04

    Focus on managing capital expenditures within the forecasted range for 2026.

    BehindMixed

    Newly stated in 2025-Q4. Capex guidance is set between $950 million and $1.1 billion for 2026. The financials do not provide specific capex figures for comparison, making it difficult to assess progress. The focus remains on managing expenditures within this range.

    30%
    CEO/CFO:Capital expenditures $950 million $1.1 billion.
    Multiple sourcesSource dated 2026-02-26Stated 1 of last 8 quartersFirst seen 2026-05-04
    Show history (1)
    • 2025-Q4Multiple sources

      Capital expenditures $950 million $1.1 billion.

as of 2026-05-08
5

How this stock is priced

Two ways to read price: against peers in the same business, and against the company's own history.

Compared to peers
97higher = cheaper

Looks cheaper than most peers in the same business.

Compared to its own history
97higher = cheaper

Cheaper than its own typical valuation.

P/E
7.6x
EV/EBITDA
4.8x
FCF yield
8.2%

P/E over the last 5 years

71 monthly points
inexpensiveas of 2026-05-08
7

How this compares

A side-by-side read on composite, valuation, and risk versus peers.

StockCompositeValuationRisk
UHS
Universal Health Services
+31inexpensivemoderate
LLY
Lilly (Eli)
+21fullmoderate
JNJ
Johnson & Johnson
+18fulllow
ABBV
AbbVie
+12fairlow
UNH
UnitedHealth Group
+24fairelevated
8

Risk — how this stock moves

What a normal day looks like, what a bad day looks like, and the worst the last year has thrown at it.

A typical day
How much price usually moves either way.
1.1%
A bad day (95th %ile)
A rough but not unusual down day.
-2.9%
Worst 12-month loss
Deepest peak-to-trough drop in the last year.
-33.3%
Earnings-day move
How much price usually moves on earnings day.
moderateas of 2026-05-08
9

What could change this view

Conditional scenarios — if X happens, the score would shift by about Y points. These are not predictions.

Upside triggers
  • If health_care sector trend rises from +0.06 into 'improving' (>= +0.20)+5.0 pts
  • If next-quarter guidance is raised (currently NEW as of 2026-02-26)+4.0 pts
Downside triggers
  • If next-quarter guidance is cut (currently NEW as of 2026-02-26)-8.0 pts
  • If labor state reverses from -0.31 (negative) to +0.31 (positive)-6.8 pts
  • If health_care sector trend falls from +0.06 into 'weakening' (<= -0.20)-5.0 pts
10

Material updates

Recent SEC 8-K filings ranked by likely impact, confidence, and recency.

  1. 2026-04-2810d agoItem 2.02

    Results of Operations and Financial Condition. On April 27, 2026, Universal Health Services, Inc. issued the press release attached hereto as Exhibit 99.1.

    earnings preannouncementneutralscore 52
  2. 2026-04-2414d agoItem 1.01

    Entry into a Material Definitive Agreement Senior Secured Credit Facility On April 22, 2026, Universal Health Services, Inc. (the “Company”) entered into a Eleventh Amendment and Increased Facility Activation Notice (the “Eleventh Amendment”) to its Credit Agreement, dated as of November 15, 2010 (as amended by the First Amendment dated as of March 15, 2011, the Second Amendment dated as of September 21, 2012, the Third Amendment dated as of May 16, 2013, the Fourth Amendment dated as of Augu…

    capital allocationneutralscore 47
  3. 2026-04-2414d agoItem 2.03

    Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. The information set forth in response to

    capital allocationnegativescore 37
  4. 2026-03-301mo agoItem 5.02

    Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. 2026 Annual Incentive Bonus Performance Goals On March 26, 2026, the Compensation Committee of the Board of Directors (the “Committee”) approved specific bonus formulae for the determination of annual incentive compensation for the Company’s executive officers for the year ending December 31, 2026, pursuant to the 2022 Executive Incentive Plan whic…

    executive changeneutralscore 23
  5. 2026-02-262mo agoItem 2.02

    Results of Operations and Financial Condition. On February 25, 2026, Universal Health Services, Inc. issued the press release attached hereto as Exhibit 99.1.

    earnings preannouncementneutralscore 13
11

Score history

The composite score, snapshot by snapshot. The dotted line at zero separates leaning-positive from leaning-negative.

60 snapshots
Data freshness · As of 2026-05-08 · Macro 2026-05-08 · Sector 2026-05-07 · Fundamentals 2026-02-25 · Price 2026-05-07 · Generated 2026-05-08 · Spec 2.3

Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.