Stocks/UHT

UHT

Universal Health Realty Income Trust
Real Estate·REIT - Healthcare Facilities
$41.45
$575M market cap
Revenue
$98.5M
Free Cash Flow
$25.6M
Rev Growth
+0.0%
FCF Margin
25.9%
P/FCF
22.5x
EV/FCF
37.5x
Fwd EV/EBITDA
--
Fair Value
--
Upside
--

Universal Health Realty Income Trust, a real estate investment trust, invests in healthcare and human service related facilities including acute care hospitals, rehabilitation hospitals, sub-acute care facilities, medical/office buildings, free-standing emergency departments and childcare centers. We have investments in seventy-one properties located in twenty states, including two that are currently under construction.

2-Year Price History

$42.30+25.7%
$34$36$38$40$42volJun 24Oct 24Jan 25May 25Sep 25Jan 26May 26

Quarterly Financials & Projections

Quarterly Waterfall ($ M)
PeriodRevEBITDAOpInNIOCFFCFCapExCashDebtSharesROICIntCovEV/EBITDA
Act2026-Q124.515.99.05.012.012.0-0.07.1389.213.98.3%3.6x--
Act2025-Q474.014.127.74.313.613.6-0.06.7386.013.925.4%5.4x--

Valuation & Metrics

Market Stats

Price$41.45
Market Cap$575M
Enterprise Value$957M
P/S Ratio5.8x
P/FCF22.5x
EV/FCF37.5x
FCF Margin (TTM)25.9%
FCF Yield4.4%
Dividend Yield (TTM)8.9%
Annual Dilution0.0%
CurrencyUSD

TTM Financial Snapshot

Revenue$98.5M
Net Income$9.3M
Free Cash Flow$25.6M

Revenue Growth (YoY)+0.0%
EBITDA Margin30.4%
Net Margin9.5%
FCF Margin25.9%
CapEx % of Revenue0.0%
SBC % of Revenue0.5%
ROIC16.8%
WC Change % Rev0.2%
Interest Coverage4.2x

Forward Outlook & Risk

Short Interest

Short % of Float--
Short Shares0.4M
Days to Cover6.4
Change (vs Prior)+25.7%
Need at least 2 settlement dates for chart

Institutional Ownership

Headline & net flow

NEUTRAL
Net flow · still filing
No float data — flow unavailable.

Ownership composition

Active
26.7%(+1.3% YoY)
170 filers
hedge / family / endowment
Retail funds
Fidelity, Schwab, 401(k)
Passive
35.3%(-0.2% YoY)
9 filers
Vanguard, iShares, SPDR
Market makers
0.2%(-0.2% YoY)
6 filers
Citadel, Susquehanna
Insiders
Form 4 — latest per insider
0%25%50%75%100%2022-062023-032023-122024-092025-062026-03
ActiveRetail fundsPassiveMarket makersRetail direct

Top holders

Fund$ valueCost basisΔ QoQΔ YoYα lifeFund AUM
BlackRock, Inc.Passive$91.5M$40.56+$1.3M+$2.4M-0.2%$5.69T
VANGUARD PORTFOLIO MANAGEMENT LLCPassive$38.8M$40.47+$38.8M+$38.8M$1.91T
VANGUARD CAPITAL MANAGEMENT LLCPassive$24.1M$40.47+$24.1M+$24.1M$4.04T
STATE STREET CORPPassive$22.6M$37.58+$617K−$1.8M-0.2%$2.89T
GEODE CAPITAL MANAGEMENT, LLCPassive$14.3M$38.28+$400K+$419K+2.3%$1.61T
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$13.8M$35.01−$1.0M−$218K+1.7%$73.71B
RENAISSANCE TECHNOLOGIES LLC$8.9M$36.43−$283K−$1.4M+1.2%$63.91B
Vinva Investment Management Ltd$8.6M$40.47+$1.9M+$8.6M-0.3%$7.97B
Bank of New York Mellon Corp$8.4M$36.02−$3.6M−$8.9M-0.2%$543.21B
DIMENSIONAL FUND ADVISORS LPPassive$7.7M$36.54+$109K+$20K-0.4%$480.92B
MORGAN STANLEY$6.6M$37.88−$703K−$2.0M-0.3%$1.65T
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$6.1M$37.60+$780K+$1.2M+0.7%$645.81B
ProShare Advisors LLC$6.0M$37.86−$230K−$1.1M-0.7%$67.49B
AQR CAPITAL MANAGEMENT LLC$5.9M$37.65+$516K+$4.9M-0.2%$218.19B
Qube Research & Technologies Ltd$5.3M$37.51+$768K+$5.1M+0.3%$70.36B
Invesco Ltd.$5.2M$37.89+$22K−$512K-0.2%$652.04B
TWO SIGMA INVESTMENTS, LP$5.2M$39.56+$3.6M+$3.5M-0.9%$117.03B
NORTHERN TRUST CORPPassive$4.8M$36.23+$308K−$847K-0.2%$755.34B
STIFEL FINANCIAL CORP$3.8M$36.47+$661K−$22K-0.3%$108.17B
VANGUARD FIDUCIARY TRUST COPassive$3.7M$40.47+$3.7M+$3.7M$395.83B
Cost basis is a volume-weighted estimate from accumulation periods within our 13F history; holders who built their position before our window started will show a stale basis. % above the cost basis is the unrealized gain at the current price.

Trading behavior

Smart-money alpha (lifetime, %/qtr)NEUTRAL
Holders
+0.09%
avg per quarter
Holders (ex-self)
+0.09%
excl. this stock
Buyers (this Q)
-0.26%
84 buyers · $0.10B in
Sellers (this Q)
-0.24%
59 sellers · $0.01B out
alpha coverage: 82% of $ has a lifetime-alpha record
Holder behavior on this stocksource: stock
On big dips (−10%+)
-4.4%
how holders react when this stock falls
On quiet Qs
-2.0%
−10% to +10% baseline
On rallies (+10%+)
+1.5%
how they react when this stock rises
Holders' portfolio flow this Q
+4.0%
inflows — adds are organic
Sellers' portfolio flow this Q
+5.2%
Sellers grew AUM elsewhere — opinionated cut of this stock.
▸ Compare to holder-profile behavior (across all their stocks)
Holder dip (any stock)
-3.4%
Holder mid (any stock)
-2.8%
Holder rally (any stock)
-3.9%

Top Holders Over Time

5-year share-count history (top 10 holders by peak, incl. exited) + price

0443K887K1.3M1.8M$32$34$37$39$412021-062022-062023-062024-062025-062026-03
hover the chart for per-quarter detailprice (right axis)
Bank of New York Mellon Corp207KATLANTA CAPITAL MANAGEMENT CO L L CRENAISSANCE TECHNOLOGIES LLC220KProShare Advisors LLC147KMIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.340KInvesco Ltd.129KMORGAN STANLEY163KVinva Investment Management Ltd47KAMERIPRISE FINANCIAL INC24KLegal & General Group Plc21K

Analyst Coverage

Analyst Coverage
Analyst Ratings
1
Hold: 1Consensus: Hold

Corporate

Insider Trading (last 12mo)

Open-market only (Form 4 P-Purchase + S-Sale). Excludes grants, option exercises, tax withholding, gifts.
Officers & directors
Buys ($, 12mo)
$453K
1 txn · 1 insider · 12,247 sh
Sells ($, 12mo)
$0
0 txns · 0 insiders · 0 sh
Recent transactions
DateSideInsiderTitleSharesPriceDollarsOwned $
2025-10-29BUYMILLER ALAN Bdirector, officer: President, and CEO12,247$37.02$453K$6.74M

Order Flow (FINRA, ~3w lag)

21.5%retail-2.0pp
21.4%dark+3.2pp
week of 2026-04-13
15%20%25%30%35%40%24-1125-0225-0525-0825-1126-0226-04retail (non-ATS)dark (ATS)
Off-exchange volume from FINRA. Retail = non-ATS (wholesaler PFOF + broker internalization). Dark = ATS (dark-pool crossing networks, institutional). Lit-exchange = remainder.

Filing Risk Analysis

Filing Risk Scores

Universal Health Realty Income Trust: A Captive Financing Vehicle Disguised as a REIT

Overall Risk
7/10
Fraud
3/10
Dilution
4/10
Insolvency
6/10
Earnings Overstated
5/10
Hidden Liabilities
5/10
Legal
2/10
Audit Warnings
4/10
Hidden Upside
3/10
Contextually Acceptable
6/10