CHS could slow pace of divestitures as it makes progress paying debt
Community Health Systems (CHS) plans to decelerate its hospital divestitures after making significant progress in debt reduction and improving cash flow. Since 2019, CHS has divested 35% of its hospital portfolio, paying down $1.1 billion in debt last year. Although early-phase discussions for some divestitures are ongoing, the company will now be more opportunistic, focusing on growth in core markets and expecting adjusted EBITDA between $1.3 billion and $1.5 billion for the current year.
Select Medical anticipates up to $5.8B revenue in 2026 while advancing inpatient rehab expansion
Select Medical projects revenues between $5.6 billion and $5.8 billion for 2026, driven by continued expansion in inpatient rehabilitation facilities and long-term care hospitals. The company is actively pursuing new joint venture opportunities and hospital expansions to meet strategic growth objectives. Despite a mixed performance in Q4 2025, with revenues up but earnings per share down, the company's long-term outlook remains positive with planned capacity additions.
MPT Reports Fourth Quarter and Full-Year Results
Medical Properties Trust, Inc. (MPT) announced its financial and operating results for the fourth quarter and full-year ended December 31, 2025. The company reported net income of $0.03 per share and NFFO of $0.18 per share for Q4 2025, and a net loss of ($0.46) per share and NFFO of $0.58 per share for the full-year 2025. Key highlights include a new lease for six California hospitals, a restructuring with Vibra Healthcare, and strategic property acquisitions and repurchases, as MPT focuses on strengthening its balance sheet and aiming for $1 billion in annual cash rent by the end of 2026.
Long Term Care Market Outlook 2026-2033: Size, Demand Surge,
The Long Term Care market is projected to grow from USD 1,274.02 billion in 2025 to USD 1,757.13 billion by 2032, driven by increasing demand, technological advancements, and changing consumer behaviors. This report offers a comprehensive analysis of market dynamics, competitive landscape, key segments, and strategic opportunities for businesses looking to gain a competitive edge. It covers detailed insights on regional markets, consumer behavior, pricing structures, and profiles top companies like Brookdale Senior Living Inc. and Sunrise Senior Living, LLC.
GEHC Stock Gains Post FDA's Nod for Vizamyl's Expanded Indications
GE HealthCare (GEHC) saw its stock price rise after the FDA approved expanded indications for its diagnostic agent Vizamyl. The approval now allows Vizamyl to help estimate the brain amyloid plaque density in patients undergoing evaluation for Alzheimer's disease and other cognitive impairments. This makes it the first diagnostic tool approved for assessing amyloid plaque density with a four-tier classification system.
UNIVERSAL HEALTH SERVICES, INC. TO PRESENT AT MARCH HEALTHCARE CONFERENCES
Universal Health Services, Inc. (NYSE: UHS) announced its schedule to present at three healthcare conferences in March 2026: the TD Cowen Healthcare Conference, the Leerink Partners Global Healthcare Conference, and the Barclays Global Healthcare Conference. Live audio webcasts and replays of these presentations will be accessible through the Investor Relations section of the company's website. UHS operates a network of acute care hospitals, behavioral health facilities, and ambulatory centers across the U.S., UK, and Puerto Rico.
Deep Dive: HCA Healthcare Navigates Policy Shifts and Market Volatility
HCA Healthcare, a dominant player in the American for-profit hospital sector, experienced a 4% stock retreat, sparking debate among investors. This dip occurred amidst post-pandemic volume surges, a cooling labor crisis, and impending federal healthcare policy changes. Despite record revenues and aggressive capital returns, the market is weighing HCA's operational excellence against these shifting regulatory tides, prompting a deep dive into whether this decline signals structural headwinds or is merely a transient correction.
Rhumbline Advisers Reduces Stake in Universal Health Services, Inc. $UHS
Rhumbline Advisers recently decreased its stake in Universal Health Services (NYSE:UHS) by 5.8% in Q3, selling 8,027 shares to own 130,610 shares valued at $26.70 million. Despite this, several other institutional investors, including SBI Securities Co. Ltd., Root Financial Partners LLC, and Quent Capital LLC, increased or initiated positions in UHS. The company has a market capitalization of $14.67 billion, a P/E ratio of 11.16, and recently announced a quarterly dividend of $0.20 per share.
Caprock Group LLC Takes Position in Universal Health Services, Inc. $UHS
Caprock Group LLC has established a new position in Universal Health Services (NYSE:UHS) during the third quarter, purchasing 4,390 shares valued at approximately $897,000. Other institutional investors also increased their holdings, contributing to a total institutional ownership of 86.05%. Universal Health Services, trading at $234.86, has a market cap of $14.67 billion and a P/E ratio of 11.16, with analysts currently holding a "Hold" consensus rating and an average price target of $234.13.
Universal Health Realty Income Trust Hits Peak Valuation Amid Investor Scrutiny
Universal Health Realty Income Trust recently reached a one-year high in its stock price, reflecting strong investor confidence despite current economic challenges. The critical question for the REIT is whether it can maintain its four-decade dividend growth streak, given the inflation and labor shortages affecting its healthcare tenant base. Upcoming Q4 2025 earnings, expected in late February or early March, will be crucial for assessing the stock's valuation and the company's ability to sustain profitability and cash flows.
BrightView Posts Revenue Gain as Losses Widen in Q1
BrightView Holdings, Inc. reported a 2.6% revenue increase to $614.7 million in Q1 fiscal 2026, driven by snow removal revenue, despite net losses widening to $15.2 million. The company reaffirmed its full-year fiscal 2026 guidance, expecting total revenue between $2.670 billion and $2.730 billion. Cash flow metrics softened, with adjusted free cash flow swinging to an outflow of $15.4 million, and total net financial debt rising to $844.2 million.
Universal Health Services, Inc. Declares Quarterly Dividend of $0.20 (NYSE:UHS)
Universal Health Services, Inc. (NYSE:UHS) announced a quarterly dividend of $0.20 per share, payable on March 16th to shareholders of record on March 2nd. This equates to an $0.80 annualized dividend and a 0.3% yield, with a strong payout ratio of 3.7%. The company's shares are trading near $233.57, and institutional investors hold a significant portion of its stock.
Chemed backs $300M share buyback and a 219th straight dividend
Chemed Corporation has authorized an additional $300 million for its existing share repurchase program, to be funded by cash from operations and a revolving credit facility. The company also declared a quarterly cash dividend of $0.60 per share, payable on March 13, 2026, marking its 219th consecutive quarterly dividend over 54 years. Chemed operates through its subsidiaries VITAS Healthcare and Roto-Rooter.
ENSG Stock Price, Forecast & Analysis | ENSIGN GROUP INC/THE (NASDAQ:ENSG)
This article provides a comprehensive analysis of ENSIGN GROUP INC/THE (NASDAQ:ENSG), covering its stock price, technical and fundamental ratings, financial highlights, and analyst forecasts. ENSG currently trades at $213.34, with strong technical performance and a positive outlook for EPS and revenue growth in the coming year. The company specializes in skilled nursing, senior living, and rehabilitative care services across 17 states.
Major new MS development is coming to Flowood. What is it? When will it open?
Encompass Health plans to open a new 50-bed inpatient rehabilitation hospital in Flowood, Mississippi, by 2027. This facility will offer specialized care for patients recovering from conditions like strokes and major injuries, including 24-hour nursing and various therapies. It marks Encompass Health's second location in Mississippi, expanding access to high-quality rehabilitation services in the Jackson area.
Pay Less, Gain More: UHS Tops HCA Healthcare Stock
This article analyzes why Universal Health Services (UHS) stock may be a better investment than HCA Healthcare (HCA). It highlights that UHS has a lower valuation (P/OpInc) but higher revenue and operating income growth compared to HCA. The analysis also compares current metrics with those from a year prior, suggesting that HCA's underperformance in growth metrics reinforces the conclusion that its stock is expensive.
Principal Financial Group Inc. Sells 10,609 Shares of Universal Health Services, Inc. $UHS
Principal Financial Group Inc. reduced its stake in Universal Health Services (NYSE:UHS) by 14.6%, selling 10,609 shares and holding 62,031 shares valued at $12.68 million by the end of the third quarter. Despite this, several other institutional investors increased or initiated positions in UHS, indicating continued institutional interest with 86.05% ownership. Wall Street analysts maintain a consensus "Hold" rating for UHS, with an average target price of $234.13, while the company also recently declared a $0.20 quarterly dividend.
Universal Health Services Inc. Cl B stock outperforms competitors on strong trading day
Universal Health Services Inc. Cl B (UHS) stock saw a strong performance, rising 2.21% to $151.71, outpacing competitors. The stock also traded above its 50-day and 200-day moving averages, indicating a positive trend. Volume increased significantly compared to its 50-day average.
Nektar Therapeutics stock hits 52-week high at 66.97 USD
Nektar Therapeutics (NKTR) stock surged to a 52-week high of $66.97, representing a nearly tenfold increase from its annual low and a 462.93% return over the past year. This comes despite the company not being profitable, although it boasts strong gross profit margins and a healthy current ratio. Recent positive developments, including a $300 million stock offering and promising long-term data for its atopic dermatitis treatment, have led to analyst upgrades and increased price targets.
Universal Health Realty (UHT) Delivers Steady Income with Four Decades of Dividend Growth
Universal Health Realty Income Trust (UHT) provides steady income, boasting 42 consecutive years of dividend growth, albeit at a modest average rate of 1.5% annually. The REIT, structured around medical office properties and managed by its largest tenant, Universal Health Services, prioritizes current income for investors due to its high yield and dependable, slow growth. Although recent Q3 2025 results included some one-time gains and declines, the company continues to focus on its diverse healthcare facility portfolio.
Amkor Technology stock hits 52-week high at $55.25
Amkor Technology Inc. (NASDAQ: AMKR) has reached a new 52-week high of $55.25, with its current stock price at $55.42. The semiconductor packaging and test services provider has seen a 1-year return of 151.08% and a 132.21% gain over the past six months, reflecting strong investor confidence and market position. This surge follows robust financial results for Q4 2025, beating EPS and revenue expectations, and a raised price target from Needham to $65.
Axos Financial stock hits all-time high at 101.8 USD
Axos Financial (AX) stock has reached an all-time high of $101.8, reflecting significant investor confidence and robust performance with a 40.39% increase over the past year. This milestone follows the company's strong Q2 fiscal year 2026 results, which surpassed earnings and revenue forecasts, leading several analysts to raise their price targets. Despite the positive momentum, InvestingPro's Fair Value analysis suggests the stock may be overvalued.
Profit Therapy: 3 Medical Stocks Ready to Deliver Q4 Beat
The article identifies three medical stocks — Tenet Healthcare Corporation (THC), Universal Health Services, Inc. (UHS), and Option Care Health, Inc. (OPCH) — that are poised to exceed fourth-quarter earnings expectations. These companies are benefiting from strengthened outpatient volumes, higher admissions, and the adoption of tech-enabled services, despite challenges like rising medical costs and wage inflation. The selections are based on a proprietary methodology combining a positive Earnings ESP and favorable Zacks Rank.
February 2026 Regulatory & Legislative Update
This article provides a comprehensive February 2026 regulatory and legislative update, covering key legal developments affecting fiduciary duties under ERISA, the applicability of ERISA to voluntary benefits, and changes to the 2026 Federal Poverty Level guidelines. It also details updates to HIPAA's Notice of Privacy Practices, premium assistance benefits under Medicaid and CHIP, and clarifies the 2027 out-of-pocket limits for health plans. Furthermore, the article highlights an expansion of New Jersey's Family Leave Act and an assessment under the New York Health Care Reform Act.
Encompass Health: Fourth Quarter Earnings Overview
Encompass Health Corp. announced strong fourth-quarter earnings, reporting a net profit of $146.1 million and adjusted earnings of $1.46 per share, surpassing analyst expectations of $1.29 per share. The company generated $1.54 billion in revenue and provided full-year earnings guidance between $5.81 and $6.10 per share, with revenue projected to be between $6.37 billion and $6.47 billion.
Allianz Asset Management GmbH Lowers Stock Holdings in Universal Health Services, Inc. $UHS
Allianz Asset Management GmbH reduced its stake in Universal Health Services (NYSE:UHS) by 10.5% in the third quarter of 2025, selling 30,457 shares and now holding 260,560 shares valued at approximately $53.27 million. Despite this reduction by Allianz, other institutional investors like Invesco Ltd., Massachusetts Financial Services Co. MA, American Century Companies Inc., VIRGINIA RETIREMENT SYSTEMS ET Al, and Norges Bank either increased their holdings or initiated new positions in the health services provider. Institutional investors collectively own about 86.05% of UHS stock, which currently has a "Hold" consensus rating from analysts with an average price target of $234.13.
Community Health Systems Closes $600 Mn Tennessee Hospital Sale to VUMC
Community Health Systems (CHS) has completed the sale of its 80% ownership in two joint ventures to Vanderbilt University Medical Center (VUMC) for $623 million. This transaction grants VUMC full ownership of Tennova Healthcare–Clarksville and related facilities, expanding its regional presence in one of Tennessee's fastest-growing cities. VUMC plans to rename the hospital, increase staffing, and recruit additional physicians to enhance specialty services.
Ensign nursing homes snap up 5 more centers across 3 states Feb. 1
The Ensign Group (ENSG) acquired the real estate and/or operations for five skilled nursing facilities across Texas, Wisconsin, and Arizona, effective February 1, 2026. These acquisitions expand Ensign's portfolio to 378 healthcare operations in 17 states, with subsidiaries now owning 160 real estate assets. The company stated it continues to actively seek further acquisition opportunities in the skilled nursing and senior living sectors.
Acadia Healthcare Leadership Reset And Activist Pressure Refocus Investor Attention
Acadia Healthcare Company reappointed Debra K. Osteen as CEO following Christopher H. Hunter's departure, while activist investor Engine Capital is pressing for a strategic review, including a potential sale or share buybacks. This leadership change and activist pressure come amidst a significant stock decline, with shares trading at $13.21, down substantially over the past three years. Investors are now watching closely to see how the board will respond to the demands and what actions will be taken to improve returns and address operational concerns.
Zacks.com featured highlights include Universal Health Services, Pinnacle West Capital and Methanex
The article highlights Universal Health Services (UHS), Pinnacle West Capital (PNW), and Methanex (MEOH) as top stock picks for robust sales growth in 2026. It emphasizes sales growth as a more reliable indicator than earnings, reflecting real demand and potential for future earnings. All three companies currently hold a Zacks Rank #2, with projected sales growth rates of 5.2% for UHS, 4.6% for PNW, and 9.8% for MEOH.
Zacks.com featured highlights include Universal Health Services, Pinnacle West Capital and Methanex
This article highlights three companies – Universal Health Services (UHS), Pinnacle West Capital (PNW), and Methanex (MEOH) – identified by Zacks as strong sales growth stocks for 2026. The focus is on sales growth as a more reliable indicator of a company's underlying momentum than earnings. Each company's services, expected sales growth rate for 2026, and Zacks Rank are detailed, recommending them for robust returns.
Zacks.com featured highlights include Universal Health Services, Pinnacle West Capital and Methanex
Zacks Equity Research has highlighted Universal Health Services, Inc. (UHS), Pinnacle West Capital Corp. (PNW), and Methanex Corp. (MEOH) as top sales growth stocks for robust returns in 2026. The article emphasizes sales growth as a more reliable indicator than earnings, reflecting real demand and potential for future earnings. All three companies currently hold a Zacks Rank #2, showcasing strong expected sales growth for the year.
Acadia Healthcare Leadership Reset And Activist Pressure Refocus Investor Attention
Acadia Healthcare (NASDAQ:ACHC) has reappointed Debra K. Osteen as CEO following the departure of Christopher H. Hunter, amidst activist investor Engine Capital's call for a strategic review including a potential sale or significant share buybacks. The company's stock has seen substantial declines, dropping 70.5% over the past year and 83.5% over three years, intensifying pressure on the board to improve returns. Osteen's return, coupled with activist involvement, suggests a focus on operational stability and strategic actions to address financial performance.
Graco Inc stock hits 52-week high at 89.7 USD
Graco Inc.'s stock has reached a new 52-week high of $89.70, reflecting a 7.63% total return over the past year and indicating strong investor confidence. The company boasts a "GOOD" financial health rating and a 56-year history of consistent dividend payments, although it appears slightly overvalued according to InvestingPro. Recent Q4 2025 earnings also exceeded revenue forecasts due to successful acquisitions and operational efficiencies.
FTC orders divestitures in BrightSpring–Sevita deal
The Federal Trade Commission (FTC) has mandated the sale of 128 facilities as a condition for approving BrightSpring Health Services' $835 million acquisition of ResCare from Sevita. This order aims to resolve antitrust concerns related to the large transaction. The divestitures are a significant step to allow the deal to proceed while addressing market competition issues.
Universal Health Realty Income: Assessing Resilience Ahead of Key Financial Report
Investor attention is focused on Universal Health Realty Income as it approaches its annual report release, especially after a recent dividend increase. The upcoming report will reveal the company's financial resilience, portfolio strength, and ability to manage rising financing costs. Key factors include occupancy rates, the capacity to pass on operational costs, and long-term demographic trends supporting its specialized healthcare facilities, with key financial report and dividend dates announced for late February and March.
Summit Global Investments Trims Holdings in Universal Health Services, Inc. $UHS
Summit Global Investments significantly reduced its stake in Universal Health Services (NYSE:UHS) by 74.5% in the third quarter, selling 6,195 shares and retaining 2,126 shares valued at approximately $435,000. Despite mixed analyst coverage, the stock holds a consensus "Hold" rating with an average target price of $234.13. Insider activity also shows Director Warren J. Nimetz selling a substantial portion of his holdings, while the company maintains a market cap of around $12.6 billion and offers a quarterly dividend.
HCA Healthcare Awards And Expansions Shape Quality And Growth Story
HCA Healthcare has received national recognition for clinical excellence from Healthgrades and is expanding its network with new women's care centers and freestanding emergency rooms. These developments highlight the company's focus on quality, access to care, and strategic capital allocation, reinforcing its position against competitors. For investors, these infrastructure and clinical improvements provide real-world context to HCA's growth strategy and efforts to sustain patient volumes and operating efficiency.
HCA Healthcare Balances Profit Headwinds With Cost Cuts And Growth Plans
HCA Healthcare is facing over $1 billion in profit headwinds due to expiring federal subsidies and reduced Medicaid payments. In response, the company is implementing a $400 million cost-saving program and expanding facilities to broaden community care offerings. Despite these challenges, HCA is also signaling expectations for continued earnings growth, balancing efficiency gains and capital returns with growth projects.
Sevita, BrightSpring settle merger dispute with US FTC
Sevita Health and BrightSpring Health Services, two leading providers of residential healthcare for individuals with intellectual and developmental disabilities, have reached a merger settlement with the US Federal Trade Commission. The agreement involves a divestiture to address antitrust concerns. The FTC emphasized its commitment to reviewing healthcare acquisitions to ensure competition and high-quality care for vulnerable populations.
Ruffer LLP Makes New $18.13 Million Investment in Universal Health Services, Inc. $UHS
Ruffer LLP has invested $18.13 million in Universal Health Services, Inc. (NYSE:UHS), acquiring 88,680 shares. This comes as UHS reported stronger-than-expected quarterly results, with EPS of $5.69 and revenue up 13.4% year-over-year. Despite a director reducing their stake, institutional investors hold a significant portion of the company, and analysts have a consensus "Hold" rating with an average price target of $234.13.
AustralianSuper Pty Ltd Raises Stock Holdings in Universal Health Services, Inc. $UHS
AustralianSuper Pty Ltd increased its stake in Universal Health Services, Inc. by 4.9% in the third quarter of 2025, bringing its total holdings to 225,038 shares valued at approximately $46.0 million. This comes as Universal Health Services (UHS) reported strong quarterly earnings, beating analyst expectations, and maintains a "Hold" consensus rating from analysts with an average target price of $234.13. The company also declared a quarterly dividend of $0.20 per share, and institutional investors own a significant 86.05% of its stock.
HCA Healthcare stock rises after Q4 results (HCA:NYSE)
HCA Healthcare (HCA) stock rose ~7% in premarket trading despite mixed Q4 results, driven by the announcement of a new $10 billion share buyback program and an increased quarterly dividend to $0.78 per share. The company also provided 2026 financial targets, including adjusted EBITDA of $15.55B-$16.45B and revenue of $76.5B-$80.0B, both largely exceeding analyst consensus.
Envestnet Portfolio Solutions Inc. Boosts Stock Holdings in Universal Health Services, Inc. $UHS
Envestnet Portfolio Solutions Inc. has significantly increased its stake in Universal Health Services (NYSE:UHS) by 41.3% in the third quarter, bringing its total holdings to 45,943 shares valued at $9.39 million. This move is part of a broader trend of institutional investment, with other major firms like Invesco and Massachusetts Financial Services also adding to their positions. Despite analyst consensus being a "Hold" with some recent price target trims, Universal Health Services reported strong Q3 earnings, beating estimates with an EPS of $5.69 and revenue of $4.50 billion.
Campbell & CO Investment Adviser LLC Sells 16,998 Shares of Universal Health Services, Inc. $UHS
Campbell & CO Investment Adviser LLC significantly reduced its stake in Universal Health Services (NYSE:UHS) by selling 16,998 shares, now owning 1,525 shares valued at $312,000. Additionally, two company directors, Warren J. Nimetz and Elliot J. Sussman, conducted insider sales, reducing their holdings by 31.04% and 13.63%, respectively. Despite these sales, UHS reported strong quarterly earnings, beating estimates with EPS of $5.69 and revenue of $4.50 billion, though analysts maintain an average "Hold" rating with a $234.13 target price.
Can Elevance Offset Rising Expenses in Q4 With Higher Premiums?
Elevance Health, Inc. (ELV) is slated to report its Q4 2025 earnings, with consensus estimates predicting a revenue increase but an earnings decline due to rising expenses. Despite higher premiums and growth in its Carelon brand, significant investments in digital capabilities and elevated benefit and interest expenses are expected to impact profit margins. The article also suggests other medical sector stocks, Universal Health Services, Merit Medical Systems, and Moderna, that may perform better based on current models.
Community Health Systems to sell Alabama hospital for $450 million
Community Health Systems (CHS) plans to sell an Alabama hospital for $450 million, continuing its strategy of divesting assets. This deal is part of CHS's broader repositioning efforts, as indicated by recent related article suggestions about hospital sales and financial moves. Kevin Hammons is the CEO leading CHS through these transactions.
Can HCA Q4 Earnings Withstand Higher Costs & Lower Outpatient Cases?
HCA Healthcare, Inc. is scheduled to report its Q4 2025 earnings on January 27, 2026. While both revenues and EPS are expected to show year-over-year growth, rising operating expenses and a projected decline in outpatient surgery cases make an earnings beat uncertain. Despite a strong historical earnings surprise track record, HCA has an Earnings ESP of 0.00% and a Zacks Rank #4 (Sell), suggesting a less favorable outlook for this quarter.
Can HCA Q4 Earnings Withstand Higher Costs & Lower Outpatient Cases?
HCA Healthcare, Inc. (HCA) is scheduled to report its fourth-quarter 2025 earnings on January 27, 2026. While the company is projected to see year-over-year growth in both earnings and revenues, and has a strong history of beating estimates, higher operating expenses and a forecasted decline in outpatient surgery cases make an earnings beat uncertain for the upcoming quarter according to the Zacks model. The article also highlights other medical companies like Universal Health Services (UHS), Merit Medical Systems (MMSI), and Moderna (MRNA) as potential earnings beats.
Acadia Healthcare names former CEO Osteen to lead company again
Acadia Healthcare has reappointed Debra K. Osteen as CEO to address significant challenges, including a 73% stock drop over the past year and substantial macro headwinds. Osteen, who previously led Acadia from 2018 to 2022, returns as the company grapples with a $2.45 billion debt burden and negative free cash flow. Despite these issues and recent downgrades from analysts, the company reaffirmed its 2025 financial guidance and analysts predict profitability for the year.
