Erste Asset Management GmbH Sells 5,174 Shares of United Therapeutics Corporation $UTHR

Erste Asset Management GmbH cut its holdings in shares of United Therapeutics Corporation (NASDAQ:UTHR) by 12.0% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 37,788 shares of the biotechnology company’s stock after selling 5,174 shares during the period. Erste Asset Management GmbH owned 0.09% of United Therapeutics worth $16,054,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Norges Bank bought a new stake in United Therapeutics in the second quarter valued at $136,453,000. Invesco Ltd. lifted its position in shares of United Therapeutics by 90.2% in the 2nd quarter. Invesco Ltd. now owns 884,703 shares of the biotechnology company’s stock worth $254,219,000 after purchasing an additional 419,588 shares during the period. AQR Capital Management LLC boosted its stake in shares of United Therapeutics by 40.1% during the 2nd quarter. AQR Capital Management LLC now owns 1,273,161 shares of the biotechnology company’s stock valued at $362,876,000 after purchasing an additional 364,713 shares in the last quarter. Balyasny Asset Management L.P. increased its position in shares of United Therapeutics by 863.9% during the second quarter. Balyasny Asset Management L.P. now owns 152,727 shares of the biotechnology company’s stock valued at $43,886,000 after buying an additional 136,883 shares during the period. Finally, Sofinnova Investments Inc. purchased a new position in shares of United Therapeutics during the second quarter valued at about $34,055,000. Hedge funds and other institutional investors own 94.08% of the company’s stock.

United Therapeutics Trading Up 0.1%

United Therapeutics stock opened at $503.90 on Friday. United Therapeutics Corporation has a 12 month low of $266.98 and a 12 month high of $537.19. The company has a market capitalization of $22.09 billion, a price-to-earnings ratio of 18.06, a price-to-earnings-growth ratio of 1.79 and a beta of 0.85. The business’s fifty day simple moving average is $484.38 and its two-hundred day simple moving average is $445.92.

United Therapeutics (NASDAQ:UTHR) last posted its quarterly earnings results on Wednesday, February 25th. The biotechnology company reported $7.70 earnings per share (EPS) for the quarter, topping the consensus estimate of $6.78 by $0.92. The firm had revenue of $790.20 million during the quarter, compared to analyst estimates of $814.80 million. United Therapeutics had a return on equity of 19.30% and a net margin of 41.94%.United Therapeutics’s quarterly revenue was up 7.4% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $6.19 EPS. On average, equities research analysts predict that United Therapeutics Corporation will post 24.48 EPS for the current year.

Insider Activity

In related news, COO Michael Benkowitz sold 22,500 shares of the business’s stock in a transaction that occurred on Monday, December 1st. The shares were sold at an average price of $479.91, for a total value of $10,797,975.00. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, CFO James Edgemond sold 21,000 shares of the company’s stock in a transaction that occurred on Monday, December 1st. The shares were sold at an average price of $479.99, for a total value of $10,079,790.00. Following the completion of the transaction, the chief financial officer directly owned 8,142 shares in the company, valued at $3,908,078.58. This trade represents a 72.06% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 407,954 shares of company stock valued at $197,601,528 over the last ninety days. Corporate insiders own 10.30% of the company’s stock.

Analyst Ratings Changes

Several brokerages have commented on UTHR. HC Wainwright raised their price objective on shares of United Therapeutics from $525.00 to $600.00 and gave the stock a “buy” rating in a report on Thursday. TD Cowen increased their target price on United Therapeutics from $525.00 to $575.00 and gave the stock a “buy” rating in a research report on Wednesday. Weiss Ratings restated a “buy (b)” rating on shares of United Therapeutics in a research note on Monday, December 29th. Oppenheimer lifted their price target on United Therapeutics from $575.00 to $600.00 and gave the company an “outperform” rating in a research report on Thursday. Finally, Wells Fargo & Company upped their price target on United Therapeutics from $423.00 to $466.00 and gave the stock an “equal weight” rating in a research note on Thursday. Nine research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $533.55.

United Therapeutics News Roundup

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

• Positive Sentiment: Q4 outperformance and growth target — UTHR beat EPS expectations (reported strength in Tyvaso DPI sales) and management is targeting roughly a $4B revenue run‑rate by 2027 as several late‑stage product launches approach; this underpins the recent rally and longer‑term growth thesis. Read More.
• Positive Sentiment: Analysts lifting targets — Multiple firms raised price targets (examples: H.C. Wainwright, RBC, Oppenheimer), which supports further upside and institutional interest. Read More.
• Positive Sentiment: Bullish options flow — Unusually large call buying around the print suggests traders are positioning for further upside or volatility in the short term. Read More.
• Neutral Sentiment: Technical/relative strength recognition — UTHR earned a high RS rating (91), signaling market leadership but not guaranteeing direction near term. Read More.
• Neutral Sentiment: Mixed analyst views remain — while many bumped targets, some firms kept Hold/equal‑weight ratings, leaving near‑term consensus mixed. Read More.
• Negative Sentiment: Revenue missed consensus — Q4 revenue came in below Street estimates, which sparked an earlier pullback and is a reminder top‑line execution matters for the multiple. Read More.
• Negative Sentiment: Insider selling — The COO and a director disclosed multi‑lot sales in February (COO sale worth several million and director sales disclosed), which can create investor concern about near‑term insider conviction. Read More. Read More.

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.