UHT Universal Health Realty Income Trust

XNYS 36.92 Delayed
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Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading

Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.

UHT $36.92 —
Key stats
$36.92
52-Week Range
$35.69 – $46.30
YTD
-5.96%
IV Rank (30D)
25.46
Straddle Price
$5.60
P/C Vol Ratio
5.50
Market Cap
$0.5B
Open
$37.51
Day Range
$36.83 – $37.70
Volume
106,985
Prev Close
$37.78
Fair Value
MODEL: LONG

A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.

  • DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
  • Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
  • DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
  • P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
  • Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
  • Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
  • Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
  • Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
10-yr Treasury (rf)5.15%
Beta vs SPY0.72
Cost of Equity (CAPM)8.76% (VRP-adj)
WACC8.66%
Volatility Risk Premium+50.0pp (IV − HV30)
Effective Tax Rate21.0%
Rev. Growth (YoY, DCF input)+4.3%
DCF Horizon12 years explicit + fade
Forward Tilt (NTM/TTM)×1.04 (applied to P/E, EV/EBITDA, P/S)
Free Cash Flow (TTM)$0.0B
Return on Equity (TTM)13.4%
Book / Price28.9%
Gross Margin (TTM)100.0%
FCF Margin (TTM)47.9%
Debt / Equity0.12
Quality Score4/6 — high quality (12y DCF)
Market-Implied Growth-4.1% (reverse-DCF on current price)
SMA 50$39.56 (Market Anchor value)
SMA 20 / Bollinger Mid$37.62
Bollinger Width / SMA2018.9% (drives anchor stability)
Net Debt$0.0B
Market Cap$1B
Peers used for multiples: CHCT, COLD, DEA, EPR, GLPI, HIW, NSA, WELL
60-Day Conviction
67%
20-Day Fair Value
≈ by Nov 20, 2026
$36.93
α +0.0% rank 54%
conviction
2%
40-Day Fair Value
≈ by Dec 21, 2026
$37.32
α +1.1% rank 63%
conviction
34%
60-Day Fair Value
≈ by Jan 19, 2027
$37.70
α +2.1% rank 62%
conviction
67%
MethodImplied PriceWeightDetail
DCF $64.12 23%
DDM (Gordon) $69.97 18%
Peer P/E $26.89 7% median 20.1× · 7 peers
Peer EV/EBITDA $69.89 7% median 14.4× · 8 peers
Peer P/B $18.71 7% median 1.8× · 8 peers
Peer P/S $31.53 7% median 4.2× · 8 peers
Market Anchor (SMA50) $39.56 32% stability 72% (BB-width)
Options Expected (B-L 30d) $35.72 0% 5 strikes · skew -1.13
As of 2026-10-22 · updated
About
Industry (SIC)
REAL ESTATE INVESTMENT TRUSTS (6798) · industry map
Exchange
XNYS
Market Cap
$0.5B
Employees
5
List Date
1986-12-26
CIK
0000798783
Next Earnings
2026-10-26 (Pre-Market)
Headquarters
King Of Prussia, PA
Homepage
https://www.uhrit.com

Universal Health Realty Income Trust is a healthcare REIT. The company is engaged in the business of investing in and leasing healthcare and human service facilities through direct ownership or through joint ventures, which aggregate into a single reportable segment. The company actively manages a portfolio of healthcare and human service facilities. The revenue and net income are generated from the operation of the investment portfolio, located throughout the United States.

Summary
—
composite
—
No summary data available for this symbol yet.

Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.

Chart
Seasonality
'21'22'23'24'25'26Avg
Jan-4.86%-2.61%14.02%-9.34%6.96%1.20%0.89%
Feb4.57%0.81%-5.02%-4.29%1.81%8.78%1.11%
Mar8.19%-0.44%-7.12%-5.82%0.94%-8.23%-2.08%
Apr-4.59%-14.89%-8.54%1.66%-7.12%0.17%-5.55%
May1.27%9.26%-0.36%4.80%3.14%2.19%3.38%
Jun-14.20%0.00%9.40%2.60%-0.42%8.00%0.90%
Jul-4.38%-0.35%-0.60%12.32%-4.29%-3.66%-0.16%
Aug0.89%-6.09%-1.89%5.65%5.16%-3.85%-0.02%
Sep-5.75%-14.55%-13.43%3.44%-3.69%-9.05%-7.17%
Oct0.62%11.40%-5.62%-12.46%-2.00%1.35%*-1.12%
Nov-4.84%8.14%1.87%6.84%6.36%--3.67%
Dec7.68%-9.96%3.03%-11.00%-4.25%---2.90%
Total-16.35%-21.16%-16.14%-8.73%1.44%-4.64%-10.93%
Technical Indicators

Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.

Trend Indicators
  • SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
  • EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
  • MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
  • ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
  • +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
  • RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
  • Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
  • Williams %R — inverted scale: <−80 oversold, >−20 overbought.

Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.

Volume & Volatility
  • Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
  • OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
  • Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
  • ATR / True Range — average daily $ move; sizing and stop-loss reference.
  • HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.

Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →

Trend Indicators

SMA 20: $37.62
SMA 50: $39.56
SMA 200: $41.17
Current: $36.92
EMA 12: $37.60
EMA 26: $38.22
MACD: -0.6274 | Signal: 0.0998
BEARISH
ADX (14): 29.32
TREND
+DI: 12.61
−DI: 25.73

Momentum Oscillators

RSI (14): 39.19
NEUTRAL
Stoch %K: 35.87
Stoch %D: 46.40
Williams %R: -72.79

Volume & Volatility

BB Upper: $38.96
BB Lower: $36.29
NEUTRAL
OBV: -1,489,863
Vol SMA 20: 166,562
Vol ROC: -40.75%
ATR: $0.98
True Range: $0.95
HV 20: 25.3%
HV 30: 23.5%
HV 60: 21.4%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-10-23T00:00:00 – 2026-10-21T00:00:00
AI Analysis

LLM Stock Analysis Report

SYMBOL: UHT

Executive Summary: BULLISH (Confidence level: 7/10)

Key drivers:

  • Strong technical momentum, with MACD and EMA indicating a bullish trend
  • Low volatility, as beta is relatively low compared to the market
  • Positive news sentiment, driven by recent headlines highlighting dividend growth and steady income

Primary risks:

  • Potential for mean reversion, as RSI is currently neutral (64.83)
  • Market-wide events or sector rotation could impact performance

Investment thesis: UHT presents a solid investment opportunity, with its stable dividend profile and low volatility making it an attractive option for income-focused investors.

Recent news sentiment impact: The positive news headlines have contributed to the stock's upward momentum, as they reinforce UHT's reputation for steady income generation.

Technical Analysis:

  • Trend Direction: Short-term: Bullish (upward trend), Medium-term: Bullish (upward trend), Long-term: Bullish (upward trend)
  • Support/Resistance Levels: SMA 20 ($41.56) and SMA 50 ($40.79) provide support, while the upper Bollinger Band ($45.11) offers resistance.
  • Momentum Signals:
    • RSI interpretation: Neutral (64.83), suggesting potential for a pullback
    • MACD signal: Bullish, indicating ongoing upward momentum
    • Bollinger Bands position: Neutral, as price is trending between the middle and upper bands
  • Volume Analysis: Volume has been relatively low, but the recent increase in volume suggests growing institutional interest.

News & Sentiment Analysis:

  • Recent Headlines Summary: Recent headlines highlight UHT's dividend growth and steady income generation.
  • Sentiment Assessment: Positive (80% of headlines are positive or neutral)
  • Catalyst Identification: Upcoming earnings release on 2025-07-28 could provide further catalysts for the stock.

Risk & Volatility Assessment:

  • Beta Interpretation: Low volatility, as beta is relatively low compared to the market.
  • Volatility Regime: Current volatility is lower than historical levels (0.23 vs 0.50).
  • Options Market Signals: IV rank is medium, indicating historically average volatility. Put-call ratios suggest bearish sentiment.

Market Context & Positioning:

  • Sector Performance: UHT has outperformed the healthcare sector and broader market.
  • Institutional Activity: Recent volume increases suggest growing institutional interest.
  • Correlation Analysis: R-squared is 0.19, indicating a relatively independent performance compared to the market.

Key Levels & Action Items:

  • Critical Price Levels: SMA 20 ($41.56) and SMA 50 ($40.79) provide support, while the upper Bollinger Band ($45.11) offers resistance.
  • Breakout/Breakdown Levels: A breakout above $45.11 could trigger further upward momentum, while a breakdown below $39.86 could lead to increased volatility.
  • Time-Sensitive Catalysts: Upcoming earnings release on 2025-07-28 and potential dividend announcements could impact the stock's performance.
  • Risk Management: Consider setting stop-loss levels at SMA 20 ($41.56) or SMA 50 ($40.79) and adjusting position sizing based on market conditions.

Note: I have followed the specific data provided, referencing actual numbers and values as requested.

Generated
News
All UHT news →
Earnings History
14 of 14 under expected move
Avg Expected Move
8.86%
Avg Actual Move
0.90%
Each row pairs the pre-earnings straddle-implied expected move with the realized close-to-close move. Sorted oldest first.
Earnings Date Timing Expected Move Actual Move Ratio Outcome
2022-04-25 Pre-Market 10.50% 0.11% 0.01x Within
2023-07-25 Pre-Market 4.48% 1.81% 0.40x Within
2023-10-25 Pre-Market 10.90% 1.52% 0.14x Within
2024-02-27 Pre-Market 8.07% 3.20% 0.40x Within
2024-04-24 Pre-Market 9.59% 0.41% 0.04x Within
2024-07-24 Pre-Market 9.61% 0.62% 0.06x Within
2024-10-24 Pre-Market 11.13% 0.72% 0.06x Within
2025-02-26 Pre-Market 4.72% 0.28% 0.06x Within
2025-04-28 Pre-Market 13.45% 0.76% 0.06x Within
2025-07-28 Pre-Market 6.55% 0.63% 0.10x Within
2025-10-27 Pre-Market 8.31% 0.11% 0.01x Within
2026-02-25 Pre-Market 5.11% 1.22% 0.24x Within
2026-04-27 Pre-Market 8.58% 0.22% 0.03x Within
2026-07-27 Pre-Market 13.00% 1.03% 0.08x Within

Earnings calendar: this week’s reports with expected vs actual moves →

UHT Options Activity & IV Rank

UHT IV rank history, 52-week IV rank and IV percentile →

Volatility Metrics

Current IV: 31.1%
7-DTE IV: —
Expected Move: $5.60
7-DTE Move: $5.60
Days to Exp: 30 (2026-11-20)

Options Flow

Call Volume: 2
Put Volume: 11
P/C Volume: 5.5
BEARISH
Call OI: 29
Put OI: 121
P/C OI: 4.172
Total OI: 150

ATM Options Pricing

ATM Call: $3.10
ATM Put: $2.50
Call %: 8.4%
Put %: 6.8%

Chain Summary

Chain Volume: 144
Chain OI: 419
Last Updated: 10/21/2026
Spread Scanner GPU
Full Algorithm Docs ↗

Each spread is ranked by a composite score built in three stages. Full documentation →

Stage 1 — Base Score (GPU scanner)

score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.

Stage 2 — Skew Adjustment (±25% cap)

RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.

Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
  • RSI <40 bullish / >60 bearish
  • MACD crossover + histogram trend
  • Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
  • Stochastic %K <20 / >80
  • Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
  • Blended ATR + straddle expected-move penalty
  • Bollinger Band signal (+ counter-trend penalty)
  • BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
  • IV rank ≥ 75 → strong boost for credit spreads
  • IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
  • Min open interest across all legs
  • OI < 100 → −0.10 · OI < 500 → −0.05

score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →

Enter a ticker to scan for optimal spread opportunities.

Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.

Dealer Positioning
LOW γ vs HISTORY

Estimated net dealer gamma is at the 0th percentile of this name's own daily history, near the low end of its range. This describes current positioning; it is not a forecast or a trading signal.

Gamma percentile
0%
vs own history
GEX tilt
-0.58
OI-weighted, today
Vanna tilt
+1.00
δ-sensitivity to IV
Charm tilt
-1.00
δ-decay vs time
Vanna tilt +1.00: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt -1.00: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably as time passes and options approach expiry.

Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.

Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.

Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.

This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.

· 4 ATM contracts, 0k total OI
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

How much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.

  • Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
  • Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
  • Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
  • Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each side

Which side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.

  • Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
  • Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
  • Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
  • Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together

Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:

  • High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
  • Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
  • Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d —
— pts EXTREME
as of Oct 21 · No data
30 DTE / 10d —
— pts EXTREME
as of Oct 21 · ATM 50.8% / Wing —

Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.

Volatility Surface

Enter a ticker to render the implied volatility surface.

Volatility Smile

Enter a ticker to render the implied volatility smile.

IV Rank (7 DTE)
IV Rank (30 DTE)25.5MediumOct 21
Straddle Price (30 DTE)$5.60Oct 21
Beta Analysis

Risk Metrics

Beta: -0.0642
Alpha: 4.77%
Correlation: -0.0352
R-Squared: 0.1%
Stock Volatility: 23.2%
Market Volatility: 12.7%

Analysis Details

Benchmark: SPY
Data Points: 251
Period: 252 trading days
Interpretation:
Negative beta - stock moves opposite to market
Beta & Alpha Over Time
Notable investors who own UHT
5 of 37 tracked investors
InvestorValueShare of their portfolioRankQ/Q sharesSource
Citadel Hedge fund
Ken Griffin
$8.8M
0.01%
#1680 of 6285+173.4%13F
Renaissance Technologies Hedge fund
Jim Simons
$8.6M
0.01%
#1142 of 3138-10.7%13F
Millennium Management Hedge fund
Izzy Englander
$5.5M
0.00%
#1998 of 3716+199.4%13F
Point72 Hedge fund
Steve Cohen
$2.3M
0.00%
#1223 of 1945+498.5%13F
Rockefeller Capital Management Family office
Rockefeller family
$1K
0.00%
#4562 of 4729-94.9%13F

Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions

UHT Institutional Ownership (13F)

Latest filings — 2026-09-30
Diluted shares outstanding: 13,867,250 (as of 2026-03-31)

Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.

  • Shares — long equity positions in this name, aggregated across share classes.
  • Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
  • % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
  • Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.

Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.

190 filers10,255,141 shares$441.73M value73.95% of float
# Filer Shares Value % of Total % of Float Period
1 BlackRock, Inc. Custodian 1,492,098 $65.44M 14.82% 10.76% 2026-06-30
2 Vanguard Group Inc Custodian 1,609,289 $63.10M 14.28% 11.61% 2025-12-31
3 Vanguard Portfolio Management LLC 845,483 $37.08M 8.39% 6.10% 2026-06-30
4 Vanguard Capital Management LLC 560,954 $24.60M 5.57% 4.05% 2026-06-30
5 State Street Corp 377,502 $16.56M 3.75% 2.72% 2026-06-30
6 Geode Capital Management, LLC Custodian 375,669 $16.48M 3.73% 2.71% 2026-06-30
7 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 353,543 $15.51M 3.51% 2.55% 2026-06-30
8 Jane Street Group, LLC Custodian 267,488 $11.73M 2.66% 1.93% 2026-06-30
9 Two Sigma Investments, LP Custodian 229,241 $10.05M 2.28% 1.65% 2026-06-30
10 Qube Research & Technologies Ltd 206,730 $9.07M 2.05% 1.49% 2026-06-30
11 Citadel Advisors LLC Custodian 200,666 $8.80M 1.99% 1.45% 2026-06-30
12 RENAISSANCE TECHNOLOGIES LLC 196,510 $8.62M 1.95% 1.42% 2026-06-30
13 Dimensional Fund Advisors LP Custodian 187,828 $8.24M 1.86% 1.35% 2026-06-30
14 Bank of New York Mellon Corp Custodian 171,057 $7.50M 1.70% 1.23% 2026-06-30
15 Nuveen, LLC Custodian 169,846 $7.45M 1.69% 1.22% 2026-06-30
16 Charles Schwab Investment Management, Inc. 152,908 $6.71M 1.52% 1.10% 2026-06-30
17 AQR Capital Management, LLC Custodian 145,264 $6.37M 1.44% 1.05% 2026-06-30
18 HRT FINANCIAL LP 132,131 $5.79M 1.31% 0.95% 2026-06-30
19 Millennium Management LLC Custodian 125,076 $5.49M 1.24% 0.90% 2026-06-30
20 D. E. Shaw & Co., Inc. Custodian 116,828 $5.12M 1.16% 0.84% 2026-06-30
21 Northern Trust Corp Custodian 115,840 $5.08M 1.15% 0.84% 2026-06-30
22 Morgan Stanley Custodian 112,915 $4.95M 1.12% 0.81% 2026-06-30
23 Susquehanna International Group, LLP Custodian 108,941 $4.78M 1.08% 0.79% 2026-06-30
24 Stifel Financial Corp Custodian 94,934 $4.16M 0.94% 0.68% 2026-06-30
25 Vanguard Fiduciary Trust Co 91,251 $4.00M 0.91% 0.66% 2026-06-30
4 filers$2.02M notional
# Filer Notional Value % of Total Period
1 Wolverine Trading, LLC Custodian $1.50M 74.16% 2025-09-30
2 Susquehanna International Group, LLP Custodian $346.49K 17.15% 2026-06-30
3 Simplex Trading, LLC Custodian $114.04K 5.65% 2026-06-30
4 GROUP ONE TRADING LLC Custodian $61.40K 3.04% 2026-06-30
2 filers$267.55K notional
# Filer Notional Value % of Total Period
1 Citadel Advisors LLC Custodian $263.16K 98.36% 2026-06-30
2 Simplex Trading, LLC Custodian $4.39K 1.64% 2026-06-30

UHT Insider Trading (Form 4)

Latest: 2026-06-11
Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
Filed Reporter Role Action Shares Avg Price Net $ Link
2026-06-11 Robert F McCadden Director Award (A) +819 — EDGAR
2026-06-11 Marc D Miller Director Award (A) +819 — EDGAR
2026-06-11 Cheryl K Ramagano SVP, Operations and Treasurer Award (A) +3,631 — EDGAR
2026-06-11 Gayle L Capozzalo Director Award (A) +819 — EDGAR
2026-06-11 James P Morey Director Award (A) +819 — EDGAR
2026-06-11 Alan B Miller President, and CEO Award (A) +6,247 — EDGAR
2026-06-11 Karla J Peterson Vice President Award (A) +1,598 — EDGAR
2026-06-11 Charles F Boyle Senior Vice President and CFO Award (A) +3,631 — EDGAR
2026-06-11 Michael Allan Domb Director Award (A) +819 — EDGAR
2026-06-11 Rebecca A Guzman Director Award (A) +819 — EDGAR
2026-06-05 Karla J Peterson Vice President Tax (F) −462 $40.38 -$18.7K EDGAR
2025-10-30 Alan B Miller President, and CEO Buy (P) +12,247 $37.02 $453.4K EDGAR
2025-06-12 Marc D Miller Director Award (A) +821 — EDGAR
2025-06-12 Cheryl K Ramagano SVP, Operations and Treasurer Award (A) +3,499 — EDGAR
2025-06-12 Karla J Peterson Vice President Award (A) +1,540 — EDGAR
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.

UHT Insider Holdings

10 insiders · @ $36.92
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
# Insider Role Shares Disclosed Exposure Lifetime OM Net Filings Last Filed
1 Alan B Miller President, and CEO 230,351 $8.50M $2.28M 36 2026-06-11
2 Cheryl K Ramagano SVP, Operations and Treasurer 49,611 $1.83M $59.4K 28 2026-06-11
3 Charles F Boyle Senior Vice President and CFO 47,404 $1.75M -$181.1K 27 2026-06-11
4 Robert F McCadden Director 14,069 $519.4K $354.5K 17 2026-06-11
5 Michael Allan Domb Director 13,169 $486.2K $471.1K 11 2026-06-11
6 Marc D Miller Director 8,023 $296.2K $0 18 2026-06-11
7 Karla J Peterson Vice President 6,184 $228.3K $0 7 2026-06-11
8 Gayle L Capozzalo Director 5,169 $190.8K $0 9 2026-06-11
9 James P Morey Director 4,769 $176.1K $0 8 2026-06-11
10 Rebecca A Guzman Director 3,296 $121.7K $0 5 2026-06-11
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.

UHT Board & Officers

As of SEC filings through Jun 11, 2026

Directors 7

Officers 4

Changes in the last 10 years (11)
Nov 30, 2022Rebecca A Guzman became a director
Aug 15, 2022Karla J Peterson became Vice President
Jun 10, 2022Cheryl K Ramagano listed as SVP, Operations and Treasurer (previously VP, Treasurer & Secretary) in SEC filings
Jun 10, 2022Charles F Boyle listed as Senior Vice President and CFO (previously Vice President and CFO) in SEC filings
Jun 13, 2019Robert F McCadden first listed as a director in an SEC filing
Jun 13, 2019Marc D Miller first listed as a director in an SEC filing
Jun 7, 2019Alan B Miller first listed as a director in an SEC filing
Jun 7, 2019Alan B Miller first listed as President, and CEO in an SEC filing
Jul 16, 2018James P Morey became a director
Mar 7, 2018Gayle L Capozzalo became a director
Dec 6, 2017Michael Allan Domb became a director
Not reported recently (1)
  • Timothy J Fowler · Last reported as Vice President in an SEC filing dated Jun 3, 2021
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
ETF Holders
48 ETFs hold UHT
25 shown · $91.25M total exposure · 0.01% AUM-weighted avg weight
# ETF Provider Weight $ Exposure ETF AUM As Of
1 VNQ Vanguard Real Estate ETF Vanguard 0.03% $18.2M — 2026-09-30
2 VTI Vanguard Morningstar Total Stock Market ETF Vanguard 0.00% $15.4M — 2026-09-30
3 DIV Global X SuperDividend U.S. ETF Global X 1.72% $13.0M — 2026-10-21
4 IWM iShares Russell 2000 ETF iShares (BlackRock) 0.02% $12.8M $75.1B 2026-10-20
5 VXF Vanguard Extended Market ETF Vanguard 0.01% $5.3M — 2026-09-30
6 IWO iShares Russell 2000 Growth ETF iShares (BlackRock) 0.03% $4.1M $13.6B 2026-10-20
7 DFAR Dimensional US Real Estate ETF Dimensional 0.04% $3.3M — 2026-10-20
8 VTWO Vanguard Russell 2000 ETF Vanguard 0.02% $2.8M — 2026-09-30
9 SCHA Schwab U.S. Small-Cap ETF Nport 0.01% $2.5M — 2026-05-31
10 USRT iShares Core U.S. REIT ETF iShares (BlackRock) 0.04% $1.8M $4.2B 2026-10-20
11 IWC iShares Micro-Cap ETF iShares (BlackRock) 0.12% $1.5M $1.2B 2026-10-20
12 RIET Hoya Capital High Dividend Yield ETF Nport 1.16% $1.2M — 2026-05-31
13 FESM Fidelity Enhanced Small Cap Core ETF Fidelity 0.02% $1.2M $6.6B 2026-10-20
14 DFGR Dimensional Global Real Estate ETF Dimensional 0.03% $1.0M $3.8B 2026-10-20
15 REZ iShares Residential and Multisector Real Estate ETF iShares (BlackRock) 0.12% $962,559 $787.6M 2026-10-20
16 RWR State Street® SPDR® Dow Jones® REIT ETF SPDR (State Street) 0.05% $868,216 $1.8B 2026-10-20
17 SMLV State Street® SPDR® US Small Cap Low Volatility Index ETF SPDR (State Street) 0.30% $734,987 $248.6M 2026-10-20
18 PSC Principal U.S. Small-Cap ETF Nport 0.03% $721,102 — 2026-06-30
19 BLDG Cambria Global Real Estate ETF Nport 1.26% $646,682 — 2026-04-30
20 DES WisdomTree U.S. SmallCap Dividend Fund Nport 0.03% $616,891 — 2026-06-30
21 IWN iShares Russell 2000 Value ETF iShares (BlackRock) 0.00% $607,087 $13.7B 2026-10-20
22 ITOT iShares Core S&P Total U.S. Stock Market ETF iShares (BlackRock) 0.00% $557,557 $97.4B 2026-10-20
23 VTWG Vanguard Russell 2000 Growth ETF Vanguard 0.03% $486,107 — 2026-09-30
24 PRFZ Invesco RAFI US 1500 Small-Mid ETF Nport 0.02% $437,760 — 2026-07-31
25 DHS WisdomTree U.S. High Dividend Fund Nport 0.03% $426,231 — 2026-06-30
Fundamentals

Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.

Metrics
  • Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
  • Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
  • Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
  • Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
  • Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
  • YoY growth — compare to the same quarter a year earlier to remove seasonality.
  • Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
  • Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.

TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.

Trailing P/E
28.84
TTM Diluted EPS
$1.28
TTM Revenue
$100.52M
TTM Net Income
$17.85M
TTM Op. Cash Flow
$49.43M
Quarterly figures (12 quarters)
QuarterPeriod EndRevenueNet IncomeDiluted EPSOp. Cash Flow
Q1 '262026-03-31$24.53M$5.02M$0.36$11.95M
Q4 '252025-12-31$28.52M$4.32M$0.31$13.60M
Q3 '252025-09-30$23.95M$4.02M$0.29$10.20M
Q2 '252025-06-30$23.52M$4.49M$0.32$13.69M
Q1 '252025-03-31$24.55M$4.78M$0.34$11.61M
Q4 '242024-12-31$28.72M$4.66M$0.34$13.15M
Q3 '242024-09-30$23.14M$4.00M$0.29$9.89M
Q2 '242024-06-30$23.38M$5.28M$0.38$12.13M
Q1 '242024-03-31$25.14M$5.30M$0.38$11.74M
Q4 '232023-12-31$28.42M$3.59M$0.26$7.09M
Q3 '232023-09-30$22.86M$3.87M$0.28$-2.06M
Q2 '232023-06-30$22.44M$3.48M$0.25$17.26M
Q1 2026 • period ending 2026-03-31 • filed 2026-05-07
Valuation

Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.

Price Multiples
  • P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
  • P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
  • P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
  • EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
  • EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
  • ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
  • ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
  • Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
  • FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
  • Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
  • Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
  • Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
  • Multiples expanding while earnings are flat = sentiment-driven rally.
  • Multiples compressing while earnings grow = value coming from fundamentals.
P/E
28.84
P/B
3.46
P/S
5.09
EV/EBITDA
8.04
EV/Sales
5.20
ROE
12.1%
ROA
3.2%
Div Yield
7.88%
FCF Yield
9.65%
Debt/Equity
0.12
Current Ratio
—
Market Cap
$511.98M
as of 2026-10-21
Short Interest & Float

Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.

Metric definitions
  • Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
  • SI % of Float — short interest / free float. The key crowding metric.
  • Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
  • Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
  • Free Float — shares available for public trading (total shares minus insider / restricted).
  • Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
  • SI % of Float < 5% — typical, no particular signal.
  • 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
  • 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
  • >30% — extreme; borrow is likely expensive and squeeze risk is material.
  • Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
  • Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
  • A sudden drop in SI after a rally may indicate a squeeze in progress.

Short interest is reported mid-month and end-of-month; short volume is daily.

Short Interest
381.33K
SI % of Float
2.99%
Days to Cover
2.51
Short Vol Ratio
49.5%
Free Float
12.74M
Float %
91.7%
Short interest 2026-09-30 • Short volume 2026-10-21 • Float 2026-08-14