Universal Health Services stock maintains Buy rating at UBS on strong Q2 results

Published 29/07/2025, 16:04
Universal Health Services stock maintains Buy rating at UBS on strong Q2 results

Investing.com - UBS maintained its Buy rating and $280.00 price target on Universal Health Services (NYSE:UHS) following the healthcare provider’s second-quarter 2025 financial results. According to InvestingPro data, the stock currently trades at an attractive P/E ratio of 8.7, suggesting potential upside from current levels around $161.73. InvestingPro analysis indicates the stock is currently undervalued based on its Fair Value model.

Universal Health Services reported adjusted EBITDA of $643 million for the second quarter, exceeding both UBS estimates and consensus expectations by $44 million and $28 million respectively. The company’s Behavioral Health segment outperformed consensus by $22 million, while corporate expenses came in $11 million better than expected, offsetting the Acute segment’s $5 million underperformance. InvestingPro data shows the company maintains strong financial health with an overall score of "GREAT," supported by robust profitability metrics and consistent dividend payments for 23 consecutive years.

The quarterly results included approximately $101 million of incremental net benefit from supplemental payment programs. Of this amount, $58 million came from the recently approved Tennessee program, which was not included in previous guidance, while $43 million came from existing state programs, with about $21 million being retroactive to past periods.

Universal Health Services faced a headwind of approximately $25 million from a newly constructed hospital in Washington D.C., which has not yet received its Joint Commission certification. This certification is necessary for the facility to bill Medicare and most commercial insurance plans.

The company indicated to UBS that the Joint Commission survey for the D.C. hospital is expected to be completed within the next two weeks, potentially removing this billing obstacle.

In other recent news, Universal Health Services reported second-quarter adjusted earnings that exceeded analyst expectations. The company achieved earnings of $5.35 per share, surpassing the anticipated $4.93. Revenue for the quarter increased by 9.6% to $4.28 billion, compared to $3.91 billion in the same period last year, and exceeded the consensus estimate of $4.24 billion. Driven by strong revenue growth and supplemental Medicaid reimbursements, Universal Health Services has raised its full-year guidance. These developments highlight the company’s robust financial performance in recent months.

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