Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Universal Health Realty Income Trust (UHT)
NYSEReal EstateReit - Healthcare FacilitiesSnapshot 2026-11-04
$39.34+3.25%
Close 2026-11-04 · 1-day change
NYSEReal EstateReit - Healthcare FacilitiesSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
1.82 → 1.82 EPS · FY ending Dec 31, 2027 · 1 analyst
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 1 to 1; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for UHT yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Borrowing capacity at least $475 million | The company increased borrowing capacity to support growth. | Intact | Borrowing capacity falls below $475 million | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
UHT is a real estate investment trust, a company that owns property and distributes income, with a steady operating profile rather than a turnaround story. Its long-term thesis is intact, and recent financial performance is strong, though earnings quality is neutral and risk is moderate.
The valuation evidence describes UHT as cheap versus peers, while the expectations gap is modestly negative, meaning expectations appear somewhat ahead of the model’s view. The priced-in assessment is justified, with low fragility and no evidence that expectations are unusually fragile.
Near term, strong recent performance and earnings beats in April and July support the operating picture, while the October 27 results release has no further detail in this snapshot. Management has delivered on credit capacity and recurring dividend declarations, but the Miller Medical Plaza project remains in progress, with completion expected in December 2026. Guidance cuts are a meaningful risk, and the near-term miss watch is quiet despite a 36% estimated miss probability.
Over the next year, the thesis benefits if the Fed begins cutting rates from 3.88%, which could support rate-sensitive real estate. It is vulnerable if UHT cuts guidance or sector leaders show weaker results or outlooks. Over the multi-year view, completing the medical plaza on schedule and sustaining operating performance are important execution factors.
For the next 1 to 3 years, UHT’s long-term thesis remains intact, with strong recent performance offset by moderate risks around guidance, sector conditions, and development execution. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| Earnings per share are expected to rise to at least $1.27 in 2026. |
| Intact |
| Dividend falls below $0.74 per share quarterly |
Required source inputs unavailable Cannot calculate Dividend per share from the available matching source inputs. Missing inputs are not treated as zero. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
EPS at least $1.27 in FY26 | A primary condition in Universal Health Realty Income Trust's published investment case. The stated target is >=1.27 USD_PER_SHARE. | Broken | EPS falls below $1.27 in FY26 | Diluted EPS: $0.43 per share FY2026-Q2; GAAP. Published target: >=1.27 USD_PER_SHARE. Target period ends 2026-12-31; this observation covers 2026-Q2. Aug 7, 20260.43 USD/share · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$1.82 → $1.82 · observed estimates
$0.10B → $0.11B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $1.82 | $104,300,000 | 1 / 1 |
| 2026-07-25 | Unavailable | $104,300,000 | — / 1 |
| 2026-07-26 | Unavailable | $104,300,000 | — / 1 |
| 2026-07-27 | $1.82 | $104,300,000 | 1 / 1 |
| 2026-07-28 | Unavailable | $104,300,000 | — / 1 |
| 2026-07-29 | Unavailable | $104,300,000 | — / 1 |
| 2026-07-30 | Unavailable | $104,300,000 | — / 1 |
| 2026-07-31 | $1.82 | $104,700,000 | 1 / 1 |
| 2026-08-01 | $1.82 | $104,700,000 | 1 / 1 |
| 2026-08-02 | Unavailable | $104,700,000 | — / 1 |
| 2026-08-03 | Unavailable | $104,700,000 | — / 1 |
| 2026-08-04 | $1.82 | $104,700,000 | 1 / 1 |
| 2026-08-05 | Unavailable | $104,700,000 | — / 1 |
| 2026-08-06 | Unavailable | $104,700,000 | — / 1 |
| 2026-08-08 | $1.82 | $104,700,000 | 1 / 1 |
| 2026-08-09 | Unavailable | $104,700,000 | — / 1 |
| 2026-08-10 | $1.82 | $104,700,000 | 1 / 1 |
| 2026-08-12 | $1.82 | $104,700,000 | 6 / 1 |
| 2026-08-13 | $1.82 | $104,700,000 | 1 / 1 |
| 2026-08-14 | $1.82 | $104,700,000 | 1 / 1 |
| 2026-08-15 | $1.82 | $104,700,000 | 1 / 1 |
| 2026-08-16 | $1.82 | $104,700,000 | 1 / 1 |
| 2026-08-17 | $1.82 | $104,700,000 | 1 / 1 |
| 2026-08-18 | $1.82 | $104,700,000 | 1 / 1 |
| 2026-08-19 | $1.82 | $104,700,000 | 1 / 1 |
| 2026-08-20 | $1.82 | $104,700,000 | 1 / 1 |
| 2026-08-21 | $1.82 | $104,700,000 | 1 / 1 |
| 2026-08-22 | $1.82 | $104,700,000 | 1 / 1 |
| 2026-08-23 | $1.82 | $104,700,000 | 1 / 1 |
| 2026-08-24 | $1.82 | $104,700,000 | 1 / 1 |
| 2026-08-25 | $1.82 | $104,700,000 | 1 / 1 |
| 2026-08-26 | $1.82 | $104,700,000 | 1 / 1 |
| 2026-08-27 | $1.82 | $104,700,000 | 1 / 1 |
| 2026-08-28 | $1.82 | $104,700,000 | 1 / 1 |
| 2026-08-29 | $1.82 | $104,700,000 | 1 / 1 |
| 2026-08-30 | $1.82 | $104,700,000 | 1 / 1 |
| 2026-08-31 | $1.82 | $104,700,000 | 1 / 1 |
| 2026-09-01 | $1.82 | $104,700,000 | 1 / 1 |
| 2026-09-02 | $1.82 | $104,700,000 | 1 / 1 |
| 2026-09-03 | $1.82 | $104,700,000 | 1 / 1 |
| 2026-09-04 | $1.82 | $104,700,000 | 1 / 1 |
| 2026-09-05 | $1.82 | $104,700,000 | 1 / 1 |
| 2026-09-06 | $1.82 | $104,700,000 | 1 / 1 |
| 2026-09-07 | $1.82 | $104,700,000 | 1 / 1 |
| 2026-09-08 | $1.82 | $104,700,000 | 1 / 1 |
| 2026-09-09 | $1.82 | $104,700,000 | 1 / 1 |
| 2026-09-10 | $1.82 | $104,700,000 | 1 / 1 |
| 2026-09-11 | $1.82 | $104,700,000 | 1 / 1 |
| 2026-09-12 | $1.82 | $104,700,000 | 1 / 1 |
| 2026-09-13 | $1.82 | $104,700,000 | 1 / 1 |
| 2026-09-14 | $1.82 | $104,700,000 | 1 / 1 |
| 2026-09-15 | $1.82 | $104,700,000 | 1 / 1 |
| 2026-09-16 | $1.82 | $104,700,000 | 1 / 1 |
| 2026-09-17 | $1.82 | $104,700,000 | 1 / 1 |
| 2026-09-18 | $1.82 | $104,700,000 | 1 / 1 |
| 2026-09-19 | $1.82 | $104,700,000 | 1 / 1 |
| 2026-09-20 | $1.82 | $104,700,000 | 1 / 1 |
| 2026-09-21 | $1.82 | $104,700,000 | 1 / 1 |
| 2026-09-22 | $1.82 | $104,700,000 | 1 / 1 |
| 2026-09-23 | $1.82 | $104,700,000 | 1 / 1 |
| 2026-09-24 | $1.82 | $104,700,000 | 1 / 1 |
| 2026-09-25 | $1.82 | $104,700,000 | 1 / 1 |
| 2026-09-26 | $1.82 | $104,700,000 | 1 / 1 |
| 2026-09-27 | $1.82 | $104,700,000 | 1 / 1 |
| 2026-09-28 | $1.82 | $104,700,000 | 1 / 1 |
| 2026-09-29 | $1.82 | $104,700,000 | 1 / 1 |
| 2026-09-30 | $1.82 | $104,700,000 | 1 / 1 |
| 2026-10-01 | $1.82 | $104,700,000 | 1 / 1 |
| 2026-10-02 | $1.82 | $104,700,000 | 1 / 1 |
| 2026-10-03 | $1.82 | $104,700,000 | 1 / 1 |
| 2026-10-04 | $1.82 | $104,700,000 | 1 / 1 |
| 2026-10-05 | $1.82 | $104,700,000 | 1 / 1 |
| 2026-10-06 | $1.82 | $104,700,000 | 1 / 1 |
| 2026-10-07 | $1.82 | $104,700,000 | 1 / 1 |
| 2026-10-08 | $1.82 | $104,700,000 | 1 / 1 |
| 2026-10-09 | $1.82 | $104,700,000 | 1 / 1 |
| 2026-10-10 | $1.82 | $104,700,000 | 1 / 1 |
| 2026-10-11 | $1.82 | $104,700,000 | 1 / 1 |
| 2026-10-12 | $1.82 | $104,700,000 | 1 / 1 |
| 2026-10-13 | $1.82 | $104,700,000 | 1 / 1 |
| 2026-10-14 | $1.82 | $104,700,000 | 1 / 1 |
| 2026-10-15 | $1.82 | $104,700,000 | 1 / 1 |
| 2026-10-16 | $1.82 | $104,700,000 | 1 / 1 |
| 2026-10-17 | $1.82 | $104,700,000 | 1 / 1 |
| 2026-10-18 | $1.82 | $104,700,000 | 1 / 1 |
| 2026-10-19 | $1.82 | $104,700,000 | 1 / 1 |
| 2026-10-20 | $1.82 | $104,700,000 | 1 / 1 |
| 2026-10-21 | $1.82 | $104,700,000 | 1 / 1 |
| 2026-10-22 | $1.82 | $104,700,000 | 1 / 1 |
| 2026-10-23 | $1.82 | $104,700,000 | 1 / 1 |
| 2026-10-24 | $1.82 | $104,700,000 | 1 / 1 |
| 2026-10-25 | $1.82 | $104,700,000 | 1 / 1 |
| 2026-10-26 | $1.82 | $104,700,000 | 1 / 1 |
| 2026-10-27 | $1.82 | $104,700,000 | 1 / 1 |
| 2026-10-28 | $1.82 | $104,700,000 | 1 / 1 |
| 2026-10-29 | $1.82 | $104,700,000 | 1 / 1 |
| 2026-10-30 | $1.82 | $106,600,000 | 1 / 1 |
| 2026-10-31 | $1.82 | $106,600,000 | 1 / 1 |
| 2026-11-01 | $1.82 | $106,600,000 | 1 / 1 |
| 2026-11-02 | $1.82 | $106,600,000 | 1 / 1 |
| 2026-11-03 | $1.82 | $106,600,000 | 1 / 1 |
| 2026-11-04 | $1.82 | $106,600,000 | 1 / 1 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 1 Buy / Strong Buy · 0 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.