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Universal Health Realty Income Trust (UHT)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US91359E1055

CUSIP

91359E105

IPO Date

Nov 5, 1987

Highlights

Market Cap

$531.59M

EPS (TTM)

$1.39

PE Ratio

27.61

Total Revenue (TTM)

$49.92M

Gross Profit (TTM)

$17.38M

EBITDA (TTM)

$39.43M

Year Range

$32.92 - $45.60

Target Price

$33.00

Short %

2.58%

Short Ratio

3.19

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Universal Health Realty Income Trust, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


2,000.00%3,000.00%4,000.00%5,000.00%6,000.00%7,000.00%NovemberDecember2025FebruaryMarchApril
6,392.63%
2,071.18%
UHT (Universal Health Realty Income Trust)
Benchmark (^GSPC)

Returns By Period

Universal Health Realty Income Trust had a return of 4.82% year-to-date (YTD) and 20.43% in the last 12 months. Over the past 10 years, Universal Health Realty Income Trust had an annualized return of 1.50%, while the S&P 500 had an annualized return of 10.11%, indicating that Universal Health Realty Income Trust did not perform as well as the benchmark.


UHT

YTD

4.82%

1M

-3.91%

6M

-1.56%

1Y

20.43%

5Y*

-11.58%

10Y*

1.50%

^GSPC (Benchmark)

YTD

-6.06%

1M

-3.27%

6M

-4.87%

1Y

9.44%

5Y*

14.30%

10Y*

10.11%

*Annualized

Monthly Returns

The table below presents the monthly returns of UHT, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20254.92%2.25%4.49%-6.49%4.82%
2024-7.95%-2.59%-3.46%-1.85%4.30%6.15%9.22%5.03%3.52%-13.53%6.65%-10.16%-7.45%
202314.83%-3.27%-7.93%-9.58%0.41%10.54%0.32%-2.30%-11.89%-4.92%3.72%10.25%-3.63%
2022-1.97%-2.04%3.43%-14.01%6.93%0.52%1.30%-5.58%-13.83%12.64%7.85%-7.79%-15.25%
2021-7.14%3.80%10.44%-1.22%3.36%-10.17%-2.92%-0.87%-5.53%3.08%-2.28%8.11%-3.35%
20205.10%-12.67%-5.65%6.10%-12.69%-14.24%-12.47%-4.11%-13.69%-6.18%13.02%7.39%-43.24%
201913.61%6.81%2.60%7.01%1.17%4.39%8.51%4.92%7.05%15.98%-0.03%-0.96%96.94%
2018-11.40%-16.81%9.79%-0.28%3.74%3.95%5.20%13.28%-1.55%-13.86%9.53%-11.65%-14.89%
2017-5.29%3.32%1.58%8.14%2.85%11.83%-2.59%-2.28%0.60%-3.02%2.25%1.21%18.83%
20161.64%1.99%9.81%-2.93%-2.01%8.11%4.35%3.22%3.47%-6.85%1.04%11.73%37.17%
201511.66%-5.40%12.02%-11.72%-3.54%-1.70%5.40%-6.06%3.49%5.86%6.04%-3.87%9.52%
20145.84%0.42%0.64%0.45%2.03%1.92%-3.27%5.02%-4.28%16.24%-0.23%0.86%27.10%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of UHT is 74, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of UHT is 7474
Overall Rank
The Sharpe Ratio Rank of UHT is 8383
Sharpe Ratio Rank
The Sortino Ratio Rank of UHT is 7676
Sortino Ratio Rank
The Omega Ratio Rank of UHT is 7272
Omega Ratio Rank
The Calmar Ratio Rank of UHT is 6767
Calmar Ratio Rank
The Martin Ratio Rank of UHT is 7474
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Universal Health Realty Income Trust (UHT) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The chart of Sharpe ratio for UHT, currently valued at 0.93, compared to the broader market-2.00-1.000.001.002.003.00
UHT: 0.93
^GSPC: 0.46
The chart of Sortino ratio for UHT, currently valued at 1.42, compared to the broader market-6.00-4.00-2.000.002.004.00
UHT: 1.42
^GSPC: 0.77
The chart of Omega ratio for UHT, currently valued at 1.17, compared to the broader market0.501.001.502.00
UHT: 1.17
^GSPC: 1.11
The chart of Calmar ratio for UHT, currently valued at 0.32, compared to the broader market0.001.002.003.004.005.00
UHT: 0.32
^GSPC: 0.47
The chart of Martin ratio for UHT, currently valued at 2.08, compared to the broader market-5.000.005.0010.0015.0020.00
UHT: 2.08
^GSPC: 1.94

The current Universal Health Realty Income Trust Sharpe ratio is 0.93. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Universal Health Realty Income Trust with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.00NovemberDecember2025FebruaryMarchApril
0.93
0.46
UHT (Universal Health Realty Income Trust)
Benchmark (^GSPC)

Dividends

Dividend History

Universal Health Realty Income Trust provided a 7.65% dividend yield over the last twelve months, with an annual payout of $2.93 per share. The company has been increasing its dividends for 37 consecutive years, earning it the status of a dividend aristocrat.


2.00%3.00%4.00%5.00%6.00%7.00%8.00%$0.00$0.50$1.00$1.50$2.00$2.50$3.0020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$2.93$2.92$2.88$2.84$2.80$2.76$2.72$2.68$2.64$2.60$2.56$2.52

Dividend yield

7.65%7.85%6.66%5.95%4.71%4.29%2.32%4.37%3.51%3.96%5.12%5.24%

Monthly Dividends

The table displays the monthly dividend distributions for Universal Health Realty Income Trust. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.74$0.00$0.74
2024$0.00$0.00$0.73$0.00$0.00$0.73$0.00$0.00$0.73$0.00$0.00$0.74$2.92
2023$0.00$0.00$0.72$0.00$0.00$0.72$0.00$0.00$0.72$0.00$0.00$0.73$2.88
2022$0.00$0.00$0.71$0.00$0.00$0.71$0.00$0.00$0.71$0.00$0.00$0.72$2.84
2021$0.00$0.00$0.70$0.00$0.00$0.70$0.00$0.00$0.70$0.00$0.00$0.71$2.80
2020$0.00$0.00$0.69$0.00$0.00$0.69$0.00$0.00$0.69$0.00$0.00$0.70$2.76
2019$0.00$0.00$0.68$0.00$0.00$0.68$0.00$0.00$0.68$0.00$0.00$0.69$2.72
2018$0.00$0.00$0.67$0.00$0.00$0.67$0.00$0.00$0.67$0.00$0.00$0.68$2.68
2017$0.00$0.00$0.66$0.00$0.00$0.66$0.00$0.00$0.66$0.00$0.00$0.67$2.64
2016$0.00$0.00$0.65$0.00$0.00$0.65$0.00$0.00$0.65$0.00$0.00$0.66$2.60
2015$0.00$0.00$0.64$0.00$0.00$0.64$0.00$0.00$0.64$0.00$0.00$0.65$2.56
2014$0.63$0.00$0.00$0.63$0.00$0.00$0.63$0.00$0.00$0.64$2.52

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%25.0%
UHT: 7.7%
Universal Health Realty Income Trust has a dividend yield of 7.65%, which means its dividend payment is significantly above the market average.
Payout Ratio
200.0%400.0%600.0%800.0%1,000.0%1,200.0%
UHT: 2.1%
Universal Health Realty Income Trust has a payout ratio of 2.11%, which is below the market average. This means Universal Health Realty Income Trust returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%NovemberDecember2025FebruaryMarchApril
-60.87%
-10.07%
UHT (Universal Health Realty Income Trust)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Universal Health Realty Income Trust. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Universal Health Realty Income Trust was 69.20%, occurring on Apr 17, 2024. The portfolio has not yet recovered.

The current Universal Health Realty Income Trust drawdown is 60.87%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-69.2%Feb 14, 20201050Apr 17, 2024
-40.55%Sep 19, 200845Nov 20, 2008325Mar 10, 2010370
-33.61%Apr 15, 201389Aug 19, 2013359Jan 22, 2015448
-33.11%Jul 20, 2017154Feb 28, 2018277Apr 5, 2019431
-28.12%Feb 8, 2007123Aug 3, 2007282Sep 16, 2008405

Volatility

Volatility Chart

The current Universal Health Realty Income Trust volatility is 8.37%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%NovemberDecember2025FebruaryMarchApril
8.37%
14.23%
UHT (Universal Health Realty Income Trust)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Universal Health Realty Income Trust over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Valuation

The Valuation section provides an overview of how Universal Health Realty Income Trust is priced in the market compared to other companies in the REIT - Healthcare Facilities industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio
20.040.060.080.0100.0
UHT: 27.6
The chart displays the Price-to-Earnings (P/E) ratio for UHT, comparing it with other companies in the REIT - Healthcare Facilities industry. Currently, UHT has a P/E ratio of 27.6. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
2.03.04.05.0
UHT: 0.0
The chart shows the Price/Earnings to Growth (PEG) ratio for UHT compared to other companies in the REIT - Healthcare Facilities industry. UHT currently has a PEG ratio of 0.0. This PEG ratio is low compared to industry peers, which could indicate the stock is undervalued relative to its expected growth.
PS Ratio
2.04.06.08.010.0
UHT: 5.3
This chart shows the Price-to-Sales (P/S) ratio for UHT relative to other companies in the REIT - Healthcare Facilities industry. Currently, UHT has a P/S ratio of 5.3. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
1.02.03.04.0
UHT: 3.0
The chart illustrates the Price-to-Book (P/B) ratio for UHT in comparison with other companies in the REIT - Healthcare Facilities industry. Currently, UHT has a P/B value of 3.0. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items