Key Points
- EVP Paul Mahon sold 8,300 shares on May 7 at an average price of $586.75 for about $4.87 million, trimming his holding by ~15.5% to 45,172 shares (≈$26.5M).
- United Therapeutics missed Q1 expectations with EPS of $5.82 versus a $7.00 consensus and revenue of $781.5M versus ~$797M, showing a slight YoY revenue decline despite healthy margins.
- Large, contemporaneous insider sales — including CEO Martine Rothblatt’s sale of 9,500 shares (~19% reduction) — may amplify negative sentiment following the earnings miss.
United Therapeutics Corporation (NASDAQ:UTHR - Get Free Report) EVP Paul Mahon sold 8,300 shares of the business's stock in a transaction dated Thursday, May 7th. The shares were sold at an average price of $586.75, for a total transaction of $4,870,025.00. Following the completion of the sale, the executive vice president owned 45,172 shares of the company's stock, valued at approximately $26,504,671. This represents a 15.52% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this link.
United Therapeutics Stock Performance
Shares of UTHR opened at $569.18 on Friday. The company has a 50 day moving average price of $550.17 and a 200-day moving average price of $501.37. United Therapeutics Corporation has a fifty-two week low of $272.12 and a fifty-two week high of $609.35. The stock has a market capitalization of $24.05 billion, a PE ratio of 21.01, a PEG ratio of 1.70 and a beta of 0.60.
United Therapeutics (NASDAQ:UTHR - Get Free Report) last issued its quarterly earnings data on Wednesday, May 6th. The biotechnology company reported $5.82 earnings per share (EPS) for the quarter, missing the consensus estimate of $7.00 by ($1.18). The business had revenue of $781.50 million for the quarter, compared to analysts' expectations of $797.40 million. United Therapeutics had a net margin of 40.62% and a return on equity of 19.24%. The business's quarterly revenue was down 1.6% compared to the same quarter last year. During the same period in the previous year, the business earned $6.63 earnings per share. Equities research analysts forecast that United Therapeutics Corporation will post 27.97 EPS for the current year.
Analyst Upgrades and Downgrades
UTHR has been the subject of a number of analyst reports. Morgan Stanley set a $516.00 price objective on United Therapeutics in a research note on Thursday. Wells Fargo & Company set a $735.00 target price on shares of United Therapeutics and gave the stock an "overweight" rating in a report on Thursday. Royal Bank Of Canada decreased their price target on shares of United Therapeutics from $707.00 to $701.00 and set an "outperform" rating for the company in a research report on Thursday. Oppenheimer raised their price target on shares of United Therapeutics from $575.00 to $600.00 and gave the company an "outperform" rating in a report on Thursday, February 26th. Finally, Bank of America lifted their price objective on shares of United Therapeutics from $569.00 to $626.00 and gave the stock a "neutral" rating in a research report on Tuesday, March 31st. Eleven equities research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company's stock. According to MarketBeat.com, the stock has an average rating of "Moderate Buy" and an average target price of $619.42.
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Institutional Inflows and Outflows
Hedge funds have recently added to or reduced their stakes in the business. Wellington Management Group LLP raised its stake in United Therapeutics by 74.5% in the fourth quarter. Wellington Management Group LLP now owns 2,441,492 shares of the biotechnology company's stock valued at $1,189,617,000 after buying an additional 1,042,711 shares during the last quarter. Darwin Global Management Ltd. acquired a new position in shares of United Therapeutics during the third quarter valued at about $317,617,000. Norges Bank purchased a new position in shares of United Therapeutics in the 4th quarter valued at approximately $293,418,000. Avoro Capital Advisors LLC raised its position in shares of United Therapeutics by 17.3% in the 4th quarter. Avoro Capital Advisors LLC now owns 2,606,060 shares of the biotechnology company's stock valued at $1,269,803,000 after purchasing an additional 383,838 shares during the last quarter. Finally, Janus Henderson Group PLC boosted its stake in United Therapeutics by 75.1% in the 4th quarter. Janus Henderson Group PLC now owns 796,101 shares of the biotechnology company's stock worth $387,801,000 after purchasing an additional 341,383 shares in the last quarter. 94.08% of the stock is owned by institutional investors and hedge funds.
More United Therapeutics News
Here are the key news stories impacting United Therapeutics this week:
- Positive Sentiment: Investors focused on product/catalyst upside — market reaction was supported by management highlighting positive Tyvaso data in IPF and continued optimism around ralinepag’s blockbuster potential, which many say could drive significant future growth. UTHR Q1 Earnings Miss — Shares Jump on Strong Outlook
- Positive Sentiment: Partnership expansion with MannKind around DPI technology may improve delivery/manufacturing optionality and was reported to boost MannKind’s stock — a potential operational positive for United Therapeutics’ inhaled product ambitions. MannKind Stock Surges on Partnership
- Neutral Sentiment: Royal Bank of Canada trimmed its price target slightly from $707 to $701 but retained an "outperform" rating, leaving a sizable implied upside from current levels; this is broadly supportive but not catalytic. RBC Lowers PT to $701
- Negative Sentiment: Q1 financials missed consensus: EPS of $5.82 vs. estimates near $7.00 and revenue $781.5M vs. ~$797M — revenue declined ~2% YoY. The miss can pressure short-term sentiment despite healthy margins. Q1 2026 Financial Results
- Negative Sentiment: Significant insider selling: CEO Martine Rothblatt sold 9,500 shares (~19% reduction in her disclosed holding) and EVP Paul Mahon sold 8,300 shares (~15.5% reduction). Large, contemporaneous insider reductions can weigh on sentiment, especially after an earnings miss. Rothblatt SEC Filing Mahon SEC Filing
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.
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