Universal Health Services (UHS) FY Conference June 09, 2025 08:00 AM ET Speaker0 Alright. Good morning, everyone. I'm Jamie first this is the first session of the day. So I we're required to make disclosures in public compensation either 1% or more ownership. We're prepared to repeat the loud disclosures for press however these are available to our in our most recent reports, we Speaker1 would find a on our firm portal. Alright. So with that out of the way, we're we're kicking off today with UHS, and we hav ...

A month has gone by since the last earnings report for Universal Health Services (UHS) . Shares have added about 12% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Universal Health Services due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important drivers.How Have Estimates Been Movi ...

Summary of Universal Health Services (UHS) 2025 Conference Call Industry Overview - The discussion primarily revolves around the healthcare services industry, specifically focusing on Medicaid policy changes and their implications for Universal Health Services (UHS) [3][4][5]. Key Points and Arguments 1. **Medicaid Policy Changes**: - The potential negative impacts of the new house bill on Medicaid are perceived to be less severe than initially feared, particularly regarding work requirements aimed at younger, healthier males [3][4]. - The existing direct payment programs (DPP) are expected to face limitations in growth, but UHS anticipates minimal impact on current cash flows from these programs [4][5]. 2. **State-Level Support for DPP**: - States like Florida, Texas, and Mississippi are expected to lobby for the continuation of DPP programs, indicating a strong state-level support that may mitigate deeper cuts [5]. 3. **Tennessee and D.C. Programs**: - The Tennessee Medicaid program is likely to be grandfathered under the new bill, while the D.C. program remains uncertain regarding its approval timeline [6][7]. 4. **Volume and Revenue Growth**: - UHS targets a same-store growth rate of 5-7% for acute care, with expectations of achieving this through a balance of price and volume growth [12][25]. - Behavioral health volumes are expected to ramp up later in the year, with a target of 2.5-3% patient day growth [14][15]. 5. **Pricing Trends in Behavioral Health**: - Strong pricing trends in behavioral health are noted, attributed to limited capacity and labor shortages, allowing UHS to negotiate better rates with payers [17][18]. 6. **Referral Relationships**: - UHS maintains strong referral relationships, which are crucial for sustaining demand in behavioral health despite increased competition [20]. 7. **Bipartisan Support for Behavioral Health**: - There is continued bipartisan support for expanding access to behavioral health care, with a focus on outpatient care [21][22][23]. 8. **Capital Expenditure (CapEx)**: - UHS plans to allocate a significant portion of its $240 million CapEx for new hospital projects, including facilities in Florida and California [31][32]. 9. **Performance of New Facilities**: - The West Henderson hospital achieved EBITDA positivity in its first full quarter, indicating a strong ramp-up compared to typical new hospital performance [35][36]. 10. **Cost Management**: - Professional fees are expected to rise by about 5% due to inflation, with specific pressures noted from emergency room physicians and anesthesiologists [42][43]. Additional Important Content - The impact of tariffs on supply costs appears to be minimal in the short term, with UHS managing supply chain dynamics effectively [27][28]. - Staffing challenges at new facilities are acknowledged, but UHS has experience in managing these dynamics without significant disruption [39][40]. This summary encapsulates the key insights and discussions from the Universal Health Services conference call, highlighting the company's strategic outlook and operational performance within the healthcare services industry.

Universal Health Services (UHS) FY 2025 Annual General Meeting May 14, 2025 10:00 AM ET Speaker0 Hello and welcome to the Annual Meeting of Stockholders of Universal Health Services Inc. Please note that today's meeting is being recorded. After the formal meeting has adjourned, we'll have a question and answer session. Any stockholders logged into the virtual meeting web portal using their 15 digit control number can submit questions or comments at any time by clicking on the Q and A tab. Out of considerati ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (MARK ONE) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 1-10765 UNIVERSAL HEALTH SERVICES, INC. (Exact name of registrant as specified in its charter) DELAWARE 23-2077891 (State or other j ...

Group 1 - Universal Health Services (UHS) has been upgraded to a Zacks Rank 2 (Buy), indicating an upward trend in earnings estimates which significantly impacts stock prices [1][3] - The Zacks rating system is based on changes in earnings estimates, which are tracked through a consensus measure from sell-side analysts [1][6] - Rising earnings estimates suggest an improvement in the underlying business of Universal Health Services, which could lead to higher stock prices [5][10] Group 2 - For the fiscal year ending December 2025, Universal Health Services is expected to earn $18.99 per share, reflecting a 14.3% increase from the previous year [8] - Over the past three months, the Zacks Consensus Estimate for Universal Health Services has increased by 8.5% [8] - The Zacks Rank system maintains a balanced distribution of ratings, with only the top 20% of stocks receiving a 'Strong Buy' or 'Buy' rating, indicating superior earnings estimate revisions [9][10]

Shares of Universal Health Services (UHS) have gained 2.4% over the past four weeks to close the last trading session at $178.74, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication. Going by the price targets, the mean estimate of $225.81 indicates a potential upside of 26.3%.The average comprises 16 short-term price targets ranging from a low of $198 to a high of $280, with a standard deviation of $21.94. While the lowest estimat ...

Universal Health Services (UHS) Q1 2025 Earnings Call April 29, 2025 02:10 PM ET Speaker0 Good day, and thank you for standing by. Welcome to the UHS twenty twenty five conference call here. At this at this time, all participants are in listen only mode. After the speaker's presentation, there will be a question and answer session. To ask a question during the session, you will need to press 11 on your telephone. You will then hear an automated met message advising that your hand is raised. To withdraw your ...

Universal Health Services (UHS) Q1 2025 Earnings Call April 29, 2025 09:00 AM ET Company Participants Steve Filton - Executive VP, CFO & SecretaryMarc Miller - CEO, President & DirectorAndrew Mok - DirectorBen Hendrix - Vice PresidentBenjamin Rossi - Equity Research AssociateJoshua Raskin - Partner - Managed Care & ProvidersCraig Hettenbach - Executive DirectorA.J. Rice - Managing Director Conference Call Participants Justin Lake - Analyst - Healthcare ServicesSarah James - Managing Director & Equity Analys ...

FOR IMMEDIATE RELEASE April 28, 2025 CONTACT: Steve Filton Chief Financial Officer 610-768-3300 UNIVERSAL HEALTH SERVICES, INC. ANNOUNCES 2025 FIRST QUARTER FINANCIAL RESULTS Consolidated Results of Operations, As Reported and As Adjusted – Three-month periods ended March 31, 2025 and 2024: KING OF PRUSSIA, PA – Universal Health Services, Inc. (NYSE: UHS) announced today that its reported net income attributable to UHS was $316.7 million, or $4.80 per diluted share, during the first quarter of 2025, as comp ...