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Barclays Reiterates an 'Overweight' on Universal Health Services (UHS); Views Facility Divestitures for PSYS Deal

November 16, 2010 2:29 PM EST
UHS Hot Sheet
Rating Summary:
    9 Buy, 2 Hold, 0 Sell

Rating Trend: Down Down

Today's Overall Ratings:
    Up: 19 | Down: 16 | New: 82
Barclays reiterates an 'Overweight' rating on Universal Health Services (NYSE: UHS), PT $46.

Barclays analyst says, "Last night, UHS announced that it had closed on its previously announced acquisition of Psychiatric Solutions (Nasdaq: PSYS). In addition, UHS announced that it reached an agreement with the FTC to divest four psychiatric hospitals in order to gain the FTC's approval of the transaction, which was in-line with our expectations. On the surface, the divestitures will result in some modest dilution (likely in the $0.05-$0.07 range); however, the EBITDA at PSYS has been coming in well ahead of expectations over the past few quarters and UHS's borrowing costs are lower than they originally believed too. As a result, we continue to believe there is more potential for upside rather than downside to our above-consensus 2011 EPS estimate of $3.50."

For more ratings news on Universal Health Services click here and for the rating history of Universal Health Services click here.

Shares of Universal Health Services closed at $40.89 yesterday, with a 52 week range of $28.40-$60.66.


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