Monitor for any subsequent conversion to a Schedule 13D, which would signal activist intent. For now, the filing is routine and unlikely to drive price action.
Price Chart
Executive Summary
Pzena Investment Management LLC disclosed a passive 5.1% stake in Universal Health Services Inc via a Schedule 13G filed October 19, 2026, reporting beneficial ownership of 2,639,500 common shares as of September 30, 2026. This is a new filing by Pzena, a value-oriented asset manager, and the stake is held in the ordinary course of business with no activist intent. The filing is routine and neutral for UHS, as it reflects passive investment management strategies rather than a conviction-driven position.
Key Financial Metrics
Key Facts
- Pzena Investment Management LLC filed a Schedule 13G disclosing a 5.1% passive stake in Universal Health Services Inc.
- Pzena reported beneficial ownership of 2,639,500 common shares as of September 30, 2026.
- The filing certifies the securities were acquired and are held in the ordinary course of business with no intent to influence control.
- This is a new filing by Pzena; no prior 13G or 13D from this filer was found in the provided context.
Financial Impact
Passive 5.1% stake valued at approximately $2.6 million based on share count; no immediate financial impact.
Risk Factors
- Pzena could convert to a 13D and pursue activist strategies, though the filing explicitly disclaims such intent.
- The stake may be reduced or sold in future quarters without further disclosure until the 5% threshold is crossed again.
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G Filing (Primary) | 0001027796-26-000057 |
| Document: 0001027796-26-000057-index.html | 0001027796-26-000057 |
| Document: 0001027796-26-000057.txt | 0001027796-26-000057 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 27, 2026 today | 8-K | $187.32 | awaiting T+1 | — | $185.71 (+0.86%) |
Oct 27, 2026 today | Press Release | $175.00 | awaiting T+1 | — | $185.71 (−6.12%) |
Oct 23, 2026 4d ago | Institutional Cluster | $186.89 $185.71 | ▼ −0.63% | ▼ −1.34% | $185.71 (−0.63%) |
Oct 19, 2026 8d ago | SC 13G | $182.29 $185.61 | ▲ +1.82% | ▲ +1.49% | $185.71 (+1.88%) |
Oct 8, 2026 19d ago | SC 13G | $175.72 $177.35 | ▲ +0.93% | ▲ +0.33% | $185.71 (+5.69%) |
Oct 5, 2026 22d ago | Press Release | $177.08 | awaiting T+1 | — | $185.71 (+4.87%) |
Aug 21, 2026 9w ago | 8-K | $177.26 $176.40 | ▼ −0.49% | ▼ −0.19% | $185.71 (+4.77%) |
Jul 27, 2026 13w ago | Press Release | $166.22 $168.16 | ▼ −1.17% | ▼ −2.71% | $185.71 (−11.73%) |
May 21, 2026 22w ago | 8-K | $162.28 $157.52 | ▼ −2.93% | ▼ −3.38% | $185.71 (+14.44%) |
Apr 24, 2026 26w ago | 8-K | $173.78 $179.02 | ▲ +3.02% | ▲ +2.85% | $185.71 (+6.87%) |
US Market Status
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