Key Points
- Director Christopher Causey sold 1,000 shares on Feb. 25 at an average price of $520 (a $520,000 transaction), leaving him with 4,190 shares and reducing his stake by about 19.27%; he also sold 1,000‑share lots in January at roughly $510 and $500.
- Q4 results showed an EPS beat of $7.70 vs. $6.78 consensus but a revenue miss ($790.2M vs. ~$814.8M), and the stock dropped about $30 to $504.88 on the news.
- Market reaction is mixed: institutional ownership is very high (~94.08%), analysts show a range of Buy/Hold ratings with a consensus target of $513.80, and notable insider selling in February (including a COO sale of ~14,440 shares) could weigh on sentiment.
United Therapeutics Corporation (NASDAQ:UTHR - Get Free Report) Director Christopher Causey sold 1,000 shares of the stock in a transaction dated Wednesday, February 25th. The shares were sold at an average price of $520.00, for a total transaction of $520,000.00. Following the sale, the director directly owned 4,190 shares of the company's stock, valued at approximately $2,178,800. The trade was a 19.27% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link.
Christopher Causey also recently made the following trade(s):
- On Tuesday, January 6th, Christopher Causey sold 1,000 shares of United Therapeutics stock. The stock was sold at an average price of $510.00, for a total transaction of $510,000.00.
- On Friday, January 2nd, Christopher Causey sold 1,000 shares of United Therapeutics stock. The shares were sold at an average price of $500.01, for a total transaction of $500,010.00.
United Therapeutics Stock Performance
UTHR traded down $30.22 during trading on Thursday, hitting $504.88. The stock had a trading volume of 137,853 shares, compared to its average volume of 340,530. The stock has a 50 day simple moving average of $484.71 and a two-hundred day simple moving average of $444.09. United Therapeutics Corporation has a twelve month low of $266.98 and a twelve month high of $537.19. The company has a market capitalization of $21.74 billion, a PE ratio of 19.07, a PEG ratio of 2.52 and a beta of 0.85.
United Therapeutics (NASDAQ:UTHR - Get Free Report) last issued its quarterly earnings results on Wednesday, February 25th. The biotechnology company reported $7.70 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $6.78 by $0.92. The business had revenue of $790.20 million for the quarter, compared to the consensus estimate of $814.80 million. United Therapeutics had a return on equity of 18.83% and a net margin of 40.65%.The business's quarterly revenue was up 7.4% on a year-over-year basis. During the same period in the prior year, the firm posted $6.19 earnings per share. On average, equities research analysts anticipate that United Therapeutics Corporation will post 24.48 EPS for the current year.
Hedge Funds Weigh In On United Therapeutics
A number of institutional investors have recently bought and sold shares of the business. Avoro Capital Advisors LLC raised its holdings in shares of United Therapeutics by 17.3% during the fourth quarter. Avoro Capital Advisors LLC now owns 2,606,060 shares of the biotechnology company's stock worth $1,269,803,000 after purchasing an additional 383,838 shares during the last quarter. Wellington Management Group LLP grew its position in United Therapeutics by 74.5% during the 4th quarter. Wellington Management Group LLP now owns 2,441,492 shares of the biotechnology company's stock worth $1,189,617,000 after purchasing an additional 1,042,711 shares during the period. AQR Capital Management LLC raised its stake in shares of United Therapeutics by 29.9% during the 4th quarter. AQR Capital Management LLC now owns 1,281,699 shares of the biotechnology company's stock valued at $624,508,000 after buying an additional 295,221 shares during the last quarter. Invesco Ltd. raised its stake in shares of United Therapeutics by 90.2% during the 2nd quarter. Invesco Ltd. now owns 884,703 shares of the biotechnology company's stock valued at $254,219,000 after buying an additional 419,588 shares during the last quarter. Finally, Janus Henderson Group PLC lifted its holdings in shares of United Therapeutics by 75.1% in the 4th quarter. Janus Henderson Group PLC now owns 796,101 shares of the biotechnology company's stock valued at $387,801,000 after buying an additional 341,383 shares during the period. 94.08% of the stock is owned by hedge funds and other institutional investors.
Trending Headlines about United Therapeutics
Here are the key news stories impacting United Therapeutics this week:
- Positive Sentiment: Management is targeting a roughly $4 billion revenue run rate by 2027 as several late‑stage/new product launches approach, providing a clear growth thesis that investors rewarded. Seeking Alpha article
- Positive Sentiment: Q4 beat on EPS: United Therapeutics reported $7.70 EPS vs. consensus $6.78 and delivered record full‑year revenue of $3.18B (11% YoY), supporting the rally despite the revenue miss versus the quarter’s sales estimate. BusinessWire press release
- Positive Sentiment: Options flow was bullish into the print: unusually large call buying suggests traders were positioning for further upside or volatility after the report (elevates short‑term upside momentum).
- Neutral Sentiment: Analysts remain mixed/neutral into the print — several firms (BTIG, Morgan Stanley) kept Hold ratings and Morgan Stanley’s $447 target signals caution on near‑term headwinds despite pipeline upside. TipRanks: BTIG Hold rationale
- Neutral Sentiment: Street note/analysis summaries (Zacks) highlight the EPS beat but show some mixed metric performance vs. estimates — useful for modeling revisions but not a clear buy/sell signal by itself. Zacks analysis
- Negative Sentiment: Revenue missed the quarter’s sales consensus ($790.2M actual vs. ~$814.8M expected), which prompted an earlier pullback and is a reminder that top‑line execution still matters to the multiple. Investing.com coverage
- Negative Sentiment: Significant insider selling — the COO and a director disclosed multi‑lot sales in February (COO sale ~14,440 shares plus other recent disposals), which can create investor concern about near‑term insider conviction. InsiderTrades report
Wall Street Analysts Forecast Growth
Several equities research analysts have weighed in on the company. UBS Group reissued a "buy" rating on shares of United Therapeutics in a report on Tuesday, February 17th. Weiss Ratings reaffirmed a "buy (b)" rating on shares of United Therapeutics in a research report on Monday, December 29th. Bank of America reiterated a "neutral" rating on shares of United Therapeutics in a research note on Wednesday. Jefferies Financial Group restated a "buy" rating and set a $575.00 price target on shares of United Therapeutics in a research note on Wednesday, November 19th. Finally, Royal Bank Of Canada raised their price target on shares of United Therapeutics from $569.00 to $587.00 and gave the stock an "outperform" rating in a report on Thursday, October 30th. Nine equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company's stock. According to MarketBeat, the stock has an average rating of "Moderate Buy" and a consensus price target of $513.80.
Check Out Our Latest Research Report on United Therapeutics
United Therapeutics Company Profile
(
Get Free Report)
United Therapeutics Corporation (NASDAQ: UTHR) is a biotechnology company dedicated to the development and commercialization of unique products to address life-threatening illnesses. The company's primary focus has been on pulmonary arterial hypertension (PAH), where it has launched several therapies designed to improve functional capacity and quality of life for patients. Its marketed products include continuous infusion treprostinil (Remodulin), inhaled treprostinil (Tyvaso), oral treprostinil (Orenitram) and tadalafil (Adcirca), each tailored to different modes of administration and patient needs.
Further Reading
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