Universal Health Services, IncNYSE: UHS
Health Care · Health Care Facilities
$167.35
-0.55%
Vol: 812K
Research Digest
Friday, May 1, 2026
UHS beats Q1 revenue/earnings; Talkspace acquisition in progress; BofA conference May 12
UHS reported strong Q1 with revenue $4.495B (+9.6% YoY) beating estimates of $4.39B, and adjusted EPS $5.62 beating consensus $5.36. Stock jumped 3.8% post-earnings. Talkspace acquisition ($5.25/share) intended to create national behavioral health continuum, expected accretive within year. Eight AI solutions deployed across revenue cycle improving collections. Presenting at BofA Securities Healthcare Conference May 12. Buy consensus with $231.62 PT (+8.85% upside).
Previous Market Intelligence
13 daysApr 30Universal Health Services beats Q1 expectations with $4.5B revenue and $5.62 adjusted EPSMixed▶
Universal Health Services reported Q1 2026 revenue of $4.495 billion, beating $4.39 billion estimate, with adjusted EPS of $5.62 beating consensus estimate of $5.36 on April 29. Revenue grew 9.6% and adjusted EPS grew 16.1% year-over-year. Company announced plans to acquire Talkspace on March 9, 2026. Raymond James downgraded to Market Perform citing guidance concerns. Stock down 23.7% year-to-date, trading 31.3% below 52-week high of $244.18.
Apr 16Universal Health Services reported strong Q4 2025 with 9.1% net revenue growth; Q1 2026 earnings April 27Positive▶
Universal Health Services (UHS) reported Q4 2025 net income of $445.9 million ($7.06 per diluted share), significantly up from $332.4 million ($4.96 per share) in Q4 2024. Net revenues increased 9.1% to $4.486 billion versus $4.114 billion year-over-year. Full-year 2025 revenues were $17.365 billion. Company announced acquisition of Talkspace for $5.25 per share. Q1 2026 earnings will be reported April 27, 2026. Fiscal 2026 adjusted EBITDA guidance was 1% above consensus. TD Cowen maintained Buy rating with $245 target.
Apr 15Universal Health Services announced Talkspace acquisition for $835 million to expand telehealth; Q1 2026 earnings April 27.Positive▶
Universal Health Services agreed to acquire online therapy provider Talkspace for $835 million in March 2026, expanding its virtual care capabilities. UHS reported strong Q4 2025 results with net income of $445.9 million ($7.06 per diluted share). Q4 revenues increased 9.1% to $4.486 billion. Q1 2026 earnings will be reported after market close on April 27. Total revenue increased 9.71% YoY, net income up 30.36%. Analyst consensus rates UHS as Buy with $231.62 price target.
Apr 14Universal Health Services agreed to acquire Talkspace for $835M; Q1 2026 earnings report April 27-28.Positive▶
Universal Health Services reported strong Q4 2025 results: net income $445.9M ($7.06 diluted EPS), net revenues up 9.1% to $4.486B. Agreed to acquire online therapy provider Talkspace for $835M ($5.25/share). Operates 29 acute care hospitals and 346 behavioral health facilities. Q1 earnings scheduled April 27. Consensus Buy with $231.62 target.
Apr 13Universal Health Services announces Q1 2026 earnings release for April 27; company acquired Talkspace for $835M.Positive▶
Universal Health Services scheduled Q1 2026 results release for April 27. UHS agreed to acquire Talkspace for $5.25/share (~$835M) to expand virtual behavioral health services. Transaction expected to close Q3 2026. Recent analyst consensus rates UHS as Buy with $231.62 price target.
Apr 10Universal Health Services Q1 2026 earnings scheduled for April 28; company acquiring Talkspace for $5.25 per share.Positive▶
Universal Health Services announced Q1 2026 earnings release for April 27 after market close with conference call April 28. Company is acquiring virtual care provider Talkspace for $5.25 per share. Q4 2025 results showed net income of $445.9M ($7.06 diluted EPS) with 9.1% revenue growth. Analysts maintain Buy consensus with $231.62 target (8.85% upside).
Apr 9Universal Health Services agrees to acquire Talkspace for $835M and reports strong Q4 2025 earnings above guidance.Positive▶
Universal Health Services (UHS) announced acquisition of Talkspace mental health platform for $835M at $5.25 per share, expanding virtual care capabilities. Q4 2025 net income reached $445.9M and full-year 2025 revenues reached $17.4B, demonstrating resilience in healthcare services demand. Stock is down 17.9% year-to-date reflecting broader healthcare sector headwinds, but Q1 2026 earnings scheduled for April 27 with expectations for positive momentum. Consensus "Buy" rating from 13 analysts with price target of $231.62 (+8.85% upside). Cash dividend of $0.20 per share announced March 16, 2026. Company faces regulatory scrutiny over Talkspace acquisition but deal remains on track for integration with existing digital health portfolio.
Apr 8Universal Health Services to acquire Talkspace for $835 million, expanding mental health services portfolio.Positive▶
UHS agreed to acquire Talkspace (TALK) for $5.25 per share, approximately $835M total. Deal expected to close Q3 2026 pending regulatory approval and is forecast slightly accretive to adjusted net income in first 12 months. UHS reported Q3 2025 net revenues up 13.4% to $4.495B with net income of $373.0M. Dividend of $0.20 per share announced March 16, 2026. Q1 2026 results due April 27, 2026. Analyst consensus "Moderate Buy" with 42.2% upside potential.
Apr 7No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Apr 6UHS to acquire Talkspace for $5.25/share (~$835M EV).Positive▶
Universal Health Services entered agreement to acquire Talkspace for $5.25/share (~$835M enterprise value) in March 2026. Talkspace has ~6,000 licensed professionals in all 50 states. FY2025 revenues $17.4B. 2026 EPS consensus $23.43 (up 7.8% YoY).
Apr 3Universal Health Services projects 7.1% net revenue and 8.5% earnings growth for 2026.Positive▶
Universal Health Services projects 2026 net revenue growth of ~7.1% and earnings growth of ~8.5% following 2025 capacity and workforce investments. Full-year 2026 EPS guidance set at 22.640-24.520. In March, UHS announced acquisition of Talkspace for $5.25 per share.
Apr 2Universal Health Services acquires virtual behavioral healthcare provider Talkspace for $5.25 per share, representing $835 million enterprise value.Positive▶
UHS announced definitive agreement to acquire Talkspace for $5.25 per share in cash, representing ~$835 million enterprise value. Talkspace operates 6,000+ licensed professionals across all 50 states, D.C., and Puerto Rico. UHS reported Q4 2025 net income of $445.9 million and declared $0.20 per share dividend. Analyst consensus is Buy with 12-month price target of $231.62, representing 8.85% upside.
Apr 1Universal Health Services agreed to acquire Talkspace for $5.25 per share, approximately $835M enterprise value.Positive▶
UHS entered definitive agreement to acquire Talkspace for $5.25/share (~$835M EV). Talkspace operates ~6,000 licensed professionals serving all 50 states. UHS reported 2025 revenues of approximately $17.4B. Forward P/E of 8.83 is below industry averages.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| HCAHCA | $433.86 | -0.14% | -10.2% | 13.1x | 1.37 | $96.7B |
| UHSUNIVERSAL | $167.35 | -0.55% | -7.2% | 6.6x | 1.29 | $10.3B |
| LLYELI | $964.50 | +3.20% | +0.8% | 22.2x | 0.50 | $834.9B |
| JNJJOHNSON | $227.78 | -0.90% | -4.6% | 18.1x | 0.33 | $553.3B |
| ABBVABBVIE | $207.05 | -2.02% | +2.2% | 13.1x | — | $373.8B |
| UNHUNITEDHEALTH | $370.09 | -0.11% | +31.7% | 17.9x | 0.41 | $336.5B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price below 200d MA — bearish structure.