United Therapeutics (NASDAQ:UTHR) Reaches New 52-Week High Following Strong Earnings

Shares of United Therapeutics Corporation (NASDAQ:UTHR) reached a new 52-week high on Wednesday following a stronger than expected earnings report. The stock traded as high as $530.00 and last traded at $514.3560, with a volume of 243263 shares traded. The stock had previously closed at $473.43.

The biotechnology company reported $7.70 earnings per share for the quarter, topping the consensus estimate of $6.78 by $0.92. The firm had revenue of $790.20 million for the quarter, compared to analysts’ expectations of $814.80 million. United Therapeutics had a net margin of 41.94% and a return on equity of 19.30%. The business’s quarterly revenue was up 7.4% on a year-over-year basis. During the same quarter in the prior year, the business earned $6.19 EPS.

United Therapeutics News Roundup

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

• Positive Sentiment: Q4 EPS beat and reiterated growth ambition — United Therapeutics reported $7.70 EPS (vs. $6.78 expected) and posted record full‑year revenue of $3.18B, supporting upside momentum. Read More.
• Positive Sentiment: Analysts raised price targets materially — H.C. Wainwright (PT to $600, buy), Oppenheimer (PT to $600, outperform) and RBC (PT to $643, outperform) lifted targets after the print, adding potential upside for the stock. Read More. Read More. Read More.
• Positive Sentiment: Management is targeting a ~$4B revenue run‑rate by 2027 tied to upcoming product launches — a clear multi‑year growth thesis that supports analyst optimism. Read More.
• Neutral Sentiment: Bullish options flow around the print — elevated call buying suggests traders were positioning for upside or volatility, which can amplify moves but is not a fundamental change. Read More.
• Neutral Sentiment: Analyst views remain mixed — some firms (BTIG, Morgan Stanley) kept Hold ratings and Morgan Stanley’s $447 target signals caution even as others raise targets, so expect divergent analyst notes ahead. Read More.
• Negative Sentiment: Revenue missed the quarter — $790.2M vs. ~ $814.8M consensus, which prompted earlier weakness and highlights top‑line execution risk. Read More.
• Negative Sentiment: Significant insider selling — the COO sold large blocks (14,440 shares) and a director sold additional lots in February; repeated insider disposals can undermine confidence even if they may be for diversification. Read More.

Wall Street Analysts Forecast Growth

A number of research firms have recently weighed in on UTHR. HC Wainwright boosted their target price on shares of United Therapeutics from $525.00 to $600.00 and gave the stock a “buy” rating in a report on Thursday. Weiss Ratings reaffirmed a “buy (b)” rating on shares of United Therapeutics in a research note on Monday, December 29th. TD Cowen increased their target price on shares of United Therapeutics from $525.00 to $575.00 and gave the stock a “buy” rating in a report on Wednesday. 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. Finally, Royal Bank Of Canada raised their price objective on United Therapeutics from $587.00 to $643.00 and gave the stock an “outperform” rating in a research report on Thursday. Nine research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat.com, United Therapeutics presently has a consensus rating of “Moderate Buy” and a consensus price target of $533.55.

Insider Activity at United Therapeutics

In other United Therapeutics news, COO Michael Benkowitz sold 14,440 shares of United Therapeutics stock in a transaction on 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 legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Paul A. Mahon sold 8,300 shares of the company’s stock in a transaction dated Thursday, February 19th. The stock was sold at an average price of $476.34, for a total transaction of $3,953,622.00. Following the completion of the transaction, the executive vice president owned 36,781 shares of the company’s stock, valued at approximately $17,520,261.54. This trade represents a 18.41% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 407,954 shares of company stock worth $197,601,528. 10.30% of the stock is owned by company insiders.

Institutional Trading of United Therapeutics

Several institutional investors have recently bought and sold shares of the business. Wellington Management Group LLP lifted its position in shares of 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 valued at $1,189,617,000 after buying an additional 1,042,711 shares in the last quarter. Darwin Global Management Ltd. purchased a new position in United Therapeutics during the third quarter valued at $317,617,000. Norges Bank purchased a new position in United Therapeutics during the fourth quarter valued at $293,418,000. Invesco Ltd. grew its position in shares of United Therapeutics by 90.2% in the second quarter. Invesco Ltd. now owns 884,703 shares of the biotechnology company’s stock valued at $254,219,000 after purchasing an additional 419,588 shares during the period. Finally, Avoro Capital Advisors LLC increased its stake 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 in the last quarter. 94.08% of the stock is owned by institutional investors and hedge funds.

United Therapeutics Trading Down 5.9%

The stock has a market cap of $21.69 billion, a price-to-earnings ratio of 18.05, a P/E/G ratio of 2.85 and a beta of 0.85. The firm’s 50-day moving average is $484.64 and its two-hundred day moving average is $444.51.

About United Therapeutics

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.