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UHT

UNIVERSAL HEALTH REALTY INCOME TRUST
7 filings tracked
real estatehealthcare reitSMALL ($300M-2B)

Company Intelligence Hub

Filing history, signal momentum, and bull/bear evolution

Chronological Filing Evolution (Click to filter / toggle)

Thesis (Bull Case Evolution)

Universal Health Realty Income Trust (UHT) is demonstrating a strong trajectory of operational efficiency and shareholder returns.…

Bullish Outlook

Antithesis (Bear Case / Structural Risks)

Despite top-line stability, UHT faces significant structural risks centered on its extreme tenant concentration.…

Risk Factors

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Synthesis (Verdict & Resolution)

The Q1 2026 filing reveals a REIT in a delicate balance between strategic growth and structural dependency. On one hand, UHT has successfully optimized its cost of capital and maintained a steady dividend, signaling stability to the market. The expansion of its credit facility and the progress of the Miller Medical Plaza project suggest a management team focused on asset growth and modernization of its healthcare portfolio. However, the synthesis of the data suggests that this stability is heavily contingent on the continued health and cooperation of Universal Health Services (UHS). The high percentage of revenue tied to a single entity, combined with a narrow margin between operating cash flow and dividend distributions, leaves the Trust with little room for error. Investors must weigh the appeal of the current yield and the promise of new developments against the systemic risk of tenant concentration and the pressure of a high-leverage environment.

Selected Quarter

Core Takeaway

UHT is successfully lowering its cost of debt and growing its asset base, but remains critically dependent on a single tenant for nearly half its revenue.

Investor Lens

The trade-off is between a high-yield, stable-income stream and the systemic risk of a single-tenant dependency.

Watch Next

Completion of the Miller Medical Plaza in Q4 2026 and the subsequent commencement of the master flex lease.

View Full SEC Report

Signal Momentum Chart

Quarterly net bull/bear signal ratio. Click nodes to select a quarter.

BULLISH (+1.0)NEUTRAL (0.0)BEARISH (-1.0)+0.43Q2 '26 (10-Q)

Signal Timeline

Active Filters:Quarter: Q2 '26 (10-Q)
bullishMay 7

Net income increased by 5.1% due to lower effective borrowing costs.

margin expansion
60%
bullishMay 7

Credit facility capacity increased to $475 million to support growth.

capital raise
40%
bullishMay 7

Quarterly dividend increased to $0.745 per share.

dividend change
30%
bullishMay 7

Net income increased by 5.1% due to lower effective borrowing costs.

margin expansion
60%
bullishMay 7

Credit facility capacity increased to $475 million to support growth.

capital raise
40%
bullishMay 7

Quarterly dividend increased to $0.745 per share.

dividend change
30%
bullishMay 7

Net income increased by 5.1% due to lower effective borrowing costs.

margin expansion
60%
bullishMay 7

Credit facility capacity increased to $475 million to support growth.

capital raise
40%
bullishMay 7

Quarterly dividend increased to $0.745 per share.

dividend change
30%
bullishMay 7

Net income increased by 5.1% due to lower effective borrowing costs.

margin expansion
60%
bullishMay 7

Credit facility capacity increased to $475 million to support growth.

capital raise
40%
bullishMay 7

Quarterly dividend increased to $0.745 per share.

dividend change
30%
bullishMay 7

Net income increased by 5.1% due to lower effective borrowing costs.

margin expansion
60%
bullishMay 7

Credit facility capacity increased to $475 million to support growth.

capital raise
40%
bullishMay 7

Quarterly dividend increased to $0.745 per share.

dividend change
30%
bullishMay 7

Net income increased by 5.1% due to lower effective borrowing costs.

margin expansion
60%
bullishMay 7

Credit facility capacity increased to $475 million to support growth.

capital raise
40%
bullishMay 7

Quarterly dividend increased to $0.745 per share.

dividend change
30%
bullishMay 7

Net income increased by 5.1% due to lower effective borrowing costs.

margin expansion
60%
bullishMay 7

Credit facility capacity increased to $475 million to support growth.

capital raise
40%
bullishMay 7

Quarterly dividend increased to $0.745 per share.

dividend change
30%

Filing History

10-QMay 7, 2026
Expand Sequence

The Q1 2026 filing reveals a REIT in a delicate balance between strategic growth and structural dependency. On one hand, UHT has successfully optimized its cost of capital and maintained a steady dividend, signaling stability to the market. The expansion of its credit facility and the progress of the Miller Medical Plaza project suggest a management team focused on asset growth and modernization of its healthcare portfolio. However, the synthesis of the data suggests that this stability is heavily contingent on the continued health and cooperation of Universal Health Services (UHS). The high percentage of revenue tied to a single entity, combined with a narrow margin between operating cash flow and dividend distributions, leaves the Trust with little room for error. Investors must weigh the appeal of the current yield and the promise of new developments against the systemic risk of tenant concentration and the pressure of a high-leverage environment.

Disclaimer: The synthesis provided is generated by AI models and should not be construed as investment advice. Analysis is based solely on regulatory data present at the time of publication. Consult a financial advisor for specific investment strategies.