UHT Overview

Analyst Blog Highlights: Zacks.com features stocks like Oracle, Costco, and Cisco in its Analyst Blog, showcasing research reports on 16 major stocks, including two micro-cap companies, Universal Health Realty and New England Realty Associates.

Oracle's Performance: Oracle's shares have outperformed the software industry, driven by its cloud infrastructure growth and strategic partnerships, although increased spending on product enhancements may limit margin expansion.

Costco's Resilience: Costco has shown steady growth through its membership model and operational efficiency, with expectations for a significant increase in earnings per share and revenue in fiscal 2026.

Cisco's Evolving Business Model: Cisco has transitioned to a subscription-based revenue model, bolstered by acquisitions and strong demand for AI infrastructure, despite facing competitive pressures in the networking industry.

Research Reports Overview: The Zacks Research Daily highlights new reports on 16 major stocks, including Oracle, Costco, and Cisco, along with two micro-cap stocks, showcasing unique research on smaller companies.

Oracle's Performance: Oracle has outperformed its industry, driven by its cloud infrastructure and partnerships, with expected net sales growth of 15.8% for fiscal 2026, despite challenges from increased competition.

Costco's Resilience: Costco's membership model and operational excellence have helped it navigate market challenges, with projected earnings growth of 10.9% in fiscal 2026, supported by strong e-commerce and supply chain strategies.

Cisco's Growth Strategy: Cisco has seen strong performance due to its subscription revenue model and acquisitions, with significant demand for AI infrastructure, although it faces competition in the networking sector.

Financial Performance: Universal Health Realty Income Trust reported a net income of $4.0 million for Q3 2025, unchanged from Q3 2024, while net income for the first nine months of 2025 decreased to $13.3 million from $14.6 million in 2024, primarily due to reduced income from properties and increased interest expenses.

Funds from Operations (FFO): FFO for Q3 2025 increased to $12.2 million ($0.88 per diluted share) from $11.3 million ($0.82 per diluted share) in Q3 2024, but decreased slightly for the nine-month period to $35.9 million ($2.59 per diluted share) compared to $36.1 million ($2.61 per diluted share) in 2024.

Dividend Declaration: A dividend of $0.74 per share was declared for Q3 2025, totaling $10.3 million, and was paid on September 30, 2025.

New Development Project: The Trust entered a ground lease to develop Palm Beach Gardens Medical Plaza I, an 80,000 square foot medical office building in Florida, with construction expected to start in November 2025 at an estimated cost of $34 million.

New Appointment: Darren Lehrich has been appointed as Vice President of Investor Relations at Universal Health Services, Inc. (UHS), reporting to CFO Steve Filton.

Professional Background: Lehrich brings extensive experience in healthcare finance, having previously held leadership roles at Help at Home, Magellan Health, and American Renal Associates, along with 17 years as an equity research analyst.

Dividend Announcement: Universal Health Realty Income Trust will pay a dividend of $0.74 per share on September 30, 2025, to shareholders of record as of September 22, 2025.

Investment Focus: The Trust invests in healthcare and human service-related facilities, with a portfolio of seventy-six investments across twenty-one states.