Empirical Asset Management LLC Purchases Shares of 2,341 United Therapeutics Corporation $UTHR

Empirical Asset Management LLC purchased a new stake in United Therapeutics Corporation (NASDAQ:UTHR) during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm purchased 2,341 shares of the biotechnology company’s stock, valued at approximately $981,000.

Several other large investors have also made changes to their positions in UTHR. WealthCollab LLC grew its holdings in United Therapeutics by 55.9% in the 2nd quarter. WealthCollab LLC now owns 106 shares of the biotechnology company’s stock valued at $30,000 after buying an additional 38 shares during the last quarter. Rakuten Securities Inc. grew its stake in shares of United Therapeutics by 76.7% in the second quarter. Rakuten Securities Inc. now owns 106 shares of the biotechnology company’s stock worth $30,000 after acquiring an additional 46 shares during the last quarter. Wilmington Savings Fund Society FSB grew its stake in shares of United Therapeutics by 125.6% in the third quarter. Wilmington Savings Fund Society FSB now owns 88 shares of the biotechnology company’s stock worth $37,000 after acquiring an additional 49 shares during the last quarter. Abich Financial Wealth Management LLC bought a new position in United Therapeutics during the third quarter worth $44,000. Finally, Geneos Wealth Management Inc. raised its stake in United Therapeutics by 141.7% during the 1st quarter. Geneos Wealth Management Inc. now owns 145 shares of the biotechnology company’s stock valued at $45,000 after purchasing an additional 85 shares during the last quarter. Institutional investors and hedge funds own 94.08% of the company’s stock.

United Therapeutics News Roundup

Here are the key news stories impacting United Therapeutics this week:

• Positive Sentiment: Q4 earnings beat consensus — UTHR reported $7.70 EPS vs. a $6.78 consensus, showing solid margin expansion and year‑over‑year EPS growth, which supports valuation and drove buying interest. United Therapeutics (UTHR) Surpasses Q4 Earnings Estimates
• Positive Sentiment: Record full‑year revenue — company reported record 2025 revenue of $3.18B (up ~11% y/y), reinforcing longer‑term growth narrative beyond the quarter. Business Wire: United Therapeutics Reports Fourth Quarter and Full Year 2025 Financial Results
• Positive Sentiment: Unusual call option activity — heavy buy interest in calls (several thousand contracts) suggests some traders are positioning for further upside or event‑driven moves, which can amplify intraday gains.
• Neutral Sentiment: Analysts mixed but not uniformly negative — Morgan Stanley kept a Hold with a $447 target, while other firms maintain buy ratings and higher targets; consensus remains a modest “Moderate Buy,” leaving room for divergent investor views. Balanced Hold on United Therapeutics Amid Near‑Term Pressure
• Negative Sentiment: Revenue missed estimates — quarterly revenue of $790.2M fell short of the ~$814.8M consensus, which pressured the stock earlier and explains conflicting headlines about an earnings beat vs. a revenue miss. United Therapeutics stock falls nearly 5% on revenue miss despite earnings beat
• Negative Sentiment: Significant insider selling — recent large sales by COO Michael Benkowitz (multiple blocks including 14,440 shares) and a director (Christopher Causey) add selling pressure and raise governance/near‑term sentiment concerns. COO Michael Benkowitz Sells Shares Director Christopher Causey Sells Shares

United Therapeutics Trading Up 13.0%

UTHR stock opened at $535.10 on Thursday. United Therapeutics Corporation has a 1-year low of $266.98 and a 1-year high of $537.19. The business’s 50 day moving average is $484.71 and its 200-day moving average is $444.09. The firm has a market cap of $23.04 billion, a P/E ratio of 20.28, a P/E/G ratio of 2.52 and a beta of 0.85.

United Therapeutics (NASDAQ:UTHR) last announced its quarterly earnings results on Wednesday, February 25th. The biotechnology company reported $7.70 EPS for the quarter, beating the consensus estimate of $6.78 by $0.92. United Therapeutics had a return on equity of 18.83% and a net margin of 40.65%.The business had revenue of $790.20 million for the quarter, compared to analyst estimates of $814.80 million. During the same quarter in the previous year, the firm earned $6.19 EPS. United Therapeutics’s quarterly revenue was up 7.4% on a year-over-year basis. Sell-side analysts forecast that United Therapeutics Corporation will post 24.48 EPS for the current year.

Insider Activity

In other United Therapeutics news, COO Michael Benkowitz sold 14,440 shares of the business’s stock in a transaction dated Monday, February 23rd. The shares were sold at an average price of $472.13, for a total value of $6,817,557.20. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, Director Christopher Causey sold 1,000 shares of the company’s stock in a transaction dated Wednesday, February 25th. The stock was 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 in the company, valued at $2,178,800. This represents a 19.27% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 411,954 shares of company stock worth $199,552,088. Corporate insiders own 10.30% of the company’s stock.

Analyst Ratings Changes

Several research analysts have recently issued reports on UTHR shares. Weiss Ratings restated a “buy (b)” rating on shares of United Therapeutics in a report on Monday, December 29th. Morgan Stanley set a $447.00 price target on United Therapeutics in a research note on Wednesday, October 29th. Wells Fargo & Company raised their price objective on United Therapeutics from $414.00 to $423.00 and gave the stock an “equal weight” rating in a research report on Thursday, October 30th. Royal Bank Of Canada lifted their price objective on United Therapeutics from $569.00 to $587.00 and gave the stock an “outperform” rating in a report on Thursday, October 30th. Finally, UBS Group restated a “buy” rating on shares of United Therapeutics in a research note on Tuesday, February 17th. Nine equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $509.50.

United Therapeutics Company Profile

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.