UHS
UNIVERSAL HEALTH SERVICES INCEvidence as of 2026-09-03Overview · UNIVERSAL HEALTH SERVICES INC
Universal Health Services, Inc., through its subsidiaries, owns and operates acute care hospitals, and outpatient and behavioral health care facilities. The company operates through Acute Care Hospital Services and Behavioral Health Care Services segments. Its hospitals offer general and specialty surgery, internal medicine, obstetrics, emergency room care, radiology, oncology, diagnostic and coronary care, pediatric…
Management team
- Mr. Edward H. Sim · Executive VP & President of Acute Care DivisionFind on LinkedIn
- Mr. Matthew Jay Peterson · Executive VP & President of Behavioral Health Care DivisionFind on LinkedIn
- Mr. Steve G. Filton · Executive VP, CFO & SecretaryFind on LinkedIn
- Mr. Marc D. Miller · CEO, President & DirectorFind on LinkedIn
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Links open LinkedIn searches, not verified profiles. Team data from our market-data vendor's company profile.
Moneyta sentiment
Where the published evidence leans after the desk debated it — not a rating or a recommendation.
+0.1 on a −2 to +2 scale.
What builds the score
Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.
Editor's note
Written after the debate settled — the rest of the page is the evidence behind it.
What the evidence shows
The evidence balance is Mixed (+0.1 of a possible +2; was +0.1 before debate) · confidence high. Revenue by fiscal quarter has risen across the series from 4,099,720,000 in Q1 2025 (fiscal quarter ended 2025-03-31) to 4,638,012,000 in Q2 2026 (fiscal quarter ended 2026-06-30). Operating income and diluted EPS show a generally rising profile across the same interval (operating income from 454,825,000 to 516,675,000; diluted EPS from 4.80 to 5.98), while weighted-average diluted shares outstanding declined from 66,037,000 to 59,910,000. Reported long-term debt increased to 4,900,000,000 as of 2026-06-30, and filings show the company completed the Talkspace merger on August 17, 2026 financed in part by a 400,000,000 delayed draw term loan plus additional revolver borrowings.
What the debate changed
The desk preserved most of its claims; nothing was dropped or materially weakened in the debate, so the read did not change on that front. Discussion mostly validated the revenue, income, EPS and share-count series and gave weight to the new financing and acquisition disclosures as documented in the August 17, 2026 8-Ks. Market signals and valuation metrics—trailing twelve‑month P/E of 7.31, price-to‑FCF of 16.31, implied EV/EBITDA of about 6.12—remained as stated, though the valuation and EV/EBITDA points were characterized as weakened in the evidence set.
How this note was made
every stage ran before the note was writtenAnalyst desk
Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else — no outside knowledge, no browsing — so every finding traces to a source you can open.
Reads the XBRL figures companies file with the SEC — revenue, margins, income, debt and share count, quarter by quarter — and reports which way the trend is running.
Revenue by fiscal quarter has risen across the series: 4,099,720,000 for Q1 2025 (2025-01-01 to 2025-03-31, 3mo), 4,283,816,000 for Q2 2025 (2025-04-01 to 2025-06-30, 3mo), 4,495,245,000 for Q3 2025 (2025-07-01 to 2025-09-30, 3mo), 4,495,182,000 for Q1 2026 (2026-01-01 to 2026-03-31, 3mo) and 4,638,012,000 for Q2 2026 (2026-04-01 to 2026-06-30, 3mo).
XBRL companyfacts · 0000950170-25-067010Operating income by fiscal quarter shows a generally rising profile: 454,825,000 for Q1 2025 (2025-01-01 to 2025-03-31, 3mo), 500,270,000 for Q2 2025 (2025-04-01 to 2025-06-30, 3mo), 521,688,000 for Q3 2025 (2025-07-01 to 2025-09-30, 3mo), 502,860,000 for Q1 2026 (2026-01-01 to 2026-03-31, 3mo) and 516,675,000 for Q2 2026 (2026-04-01 to 2026-06-30, 3mo).
XBRL companyfacts · 0001193125-26-211992Reads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.
Which filings the desk reads
The desk reads the annual 10-K in full — its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet — its risk analysis fills in once that lands.
The 8-K filed August 17, 2026 reports that on August 17, 2026 the company completed the merger by which Talkspace became an indirect, wholly-owned subsidiary of the company.
8-K filed 2026-08-17The 8-K filed August 17, 2026 states the company borrowed $400 million under a delayed draw term loan facility on August 17, 2026 in connection with the acquisition of Talkspace.
8-K filed 2026-08-17Reads the signal panel above — momentum, volatility, drawdown, relative strength and beta — and ranks each against the whole research universe rather than judging it in isolation.
Momentum over the most recent 3 months as of 2026-09-02 is +14.9%, while 6-month momentum is -17.1% and 12-month (12_1) momentum is +3.4%.
Moneyta signal set · 2026-09-02weakened in debateRelative strength versus SPY is negative: -29.1% over 6 months and -27.9% over 12 months, with the 6-month relative-strength rank at the 10th percentile of the 547-stock research universe as of 2026-09-02.
Moneyta signal set · 2026-09-02Reads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.
As of 2026-09-02T13:45:47.228469+00:00, UNIVERSAL HEALTH SERVICES INC appears as a holding in the IVV ETF with a reported weight of 0.01% of the fund.
ETF constituents · market dataThe provided evidence set contains the ETF membership record above and does not include any Form 4 insider filing events or other insider-transaction records.
ETF constituents · market dataReads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.
Simply Wall St reported that Universal Health Services reported adjusted earnings per share of $5.98 for the quarter and raised its 2026 net revenue guidance, and that the company completed an $835 million Talkspace acquisition funded through a $400 million delayed draw term loan and additional revolving financing.
News · simplywall.st · 2026-08-27thelincolnianonline.com published that seventeen analysts covering the firm produced a consensus rating of “Hold,” with twelve analysts on hold and five with other positions.
News · thelincolnianonline.com · 2026-09-01Reads parsed Forms 3/4/5 — who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.
No insider transactions on file in the trailing 180 days.
Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.
The price of 167.49 and the model inputs imply an FCF growth rate of 4.13% that today's price would justify under the stated discount and terminal assumptions.
Valuation inputs · SEC XBRL + stored EOD closeweakened in debateTrailing twelve-month P/E is 7.31 based on EPS of 22.92 (eps_ttm) and the price of 167.49.
Valuation inputs · SEC XBRL + stored EOD closeDebate and risk review
A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.
A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score — the argument is shown, not hidden, so you can judge the reasoning yourself.
Several SEC-filed quarterly results show rising top-line revenue, generally increasing operating income, and higher diluted EPS across the reported sequence, alongside a steady decline in diluted shares outstanding — a combination that points to improving per-share fundamentals backed by primary sources. Valuation-model outputs in the evidence set report a low trailing P/E (7.31), an EV/EBITDA near 6.1, and a price-supported FCF-growth assumption, which together indicate the market price is backed by strong historical earnings and cash-flow multiples. The acquisition of Talkspace and related borrowing is documented in 8-K filings, but the firm’s trailing EBITDA and FCF figures cited in the evidence set still imply attractive enterprise multiples despite higher reported long-term debt. Market-signal claims showing weak relative strength and historic drawdown reference price action rather than the company’s fundamental earnings and cash-flow evidence; the operational improvements and valuation metrics in the filings and models provide substantive support for a favorable fundamental read. Evidence strength: quarterly fundamentals and SEC filings are primary-source strength; valuation model outputs are strong within the provided evidence set; market-momentum and relative-strength signals are secondary, price-based indicators.
Chair's verdict, claim by claim
Fragility · computed, not argued
balanced0.35
31 surviving claims rest on 14 distinct sources; the heaviest analyst carries 23% of them, and 95% of what the desk raised survived the debate.
The desk’s read is moderately robust: a relatively small set of sources underpins three dozen surviving claims, and almost all proposed points survived internal debate. However, a single analyst supplying nearly a quarter of claims and the limited number of distinct sources make the read somewhat fragile to new or contradicting documents — treat the conclusions as informative but contingent on those few inputs.
Peer context · computed, not argued
12-1 momentum ranks 3rd of 3 in Medical Care Facilities (as of 2026-09-02).
6-month relative strength ranks 2nd of 3 in Medical Care Facilities (as of 2026-09-02).
90-day volatility ranks 3rd of 3 in Medical Care Facilities (as of 2026-09-02).
dividend yield ranks 2nd of 3 in Medical Care Facilities (as of 2026-09-02).
Disconfirming evidence · base rates · falsifiers
Context
Outside consensus, and where this name already sits in your own portfolio.
Third-party consensus shown for context. It never enters Moneyta sentiment — when the two diverge, the debate above is where the why lives.
What this was built from
Every figure on this page traces to one of these. The desk reads only what is listed here — no outside knowledge, no browsing — and each card shows who read it and what it contributed to the score.
12 filings· 2 cited
SEC XBRL filings
Quarterly figures as filed with the SEC, read straight from EDGAR's structured data — not retyped or estimated.
Read by Mercer+0.5 to the score
3 documents· 2 cited
SEC filing documents
The filings themselves, including the year-over-year comparison of Item 1A risk factors.
Read by Oakes+0.0 to the score
1 signal set
Moneyta signal set
Computed from our own end-of-day price history and ranked against the whole research universe. No AI involved.
Read by Nash−0.1 to the score
1 holdings record
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis+0.0 to the score
8 headlines· 2 cited
News coverage
Recent headlines about this company, rating chatter excluded and nothing published after the report date.
Read by Yatesnothing survived
1 computation
Valuation inputs
TTM cash-flow figures from the company's own XBRL filings, priced with the stored closing price. Implied growth and multiples only; no fair-value dollar figure reaches the desk, by design.
Read by Archercontext only
1 record· 0 cited
Company profile
Sector, industry and company details.
Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal — the gap is shown rather than hidden.
Written by AI, checked against sources
The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.
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The full terminal on UHS Gold
Who holds it, who's buying, what the Street thinks: live behind the lock, updated as filings land.
Institutional holders
Net institutional flow, Q/Q
Largest holder position
Insider buys, 90 days
Clustered insider value
Street target range
The real figures are for members. Educational analysis, not advice.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations.