United Therapeutics (NASDAQ:UTHR) Issues Earnings Results

United Therapeutics (NASDAQ:UTHR) released its earnings results on Wednesday. The biotechnology company reported $7.70 EPS for the quarter, topping the consensus estimate of $6.78 by $0.92, FiscalAI reports. 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 company’s revenue for the quarter was up 7.4% compared to the same quarter last year. During the same period in the previous year, the company posted $6.19 earnings per share.

Here are the key takeaways from United Therapeutics’ conference call:

• United Therapeutics unveiled Tresmi, a soft‑mist treprostinil inhaler that the company says reduced coughing by up to 90% in human studies, with plans to file for PAH and ILD this year and commercially launch next year.
• Management will unblind an outcome study next week for a touted “super prostacyclin” that they say has longer durability and stronger receptor binding, enabling a once‑daily oral treatment they believe could reshape PAH dosing.
• The TETON‑1 pivotal IPF trial will be unblinded next month; management is confident TETON‑2 results will replicate and says it will file and aim to commercialize a superior IPF therapy by June 2027 if confirmed.
• 2025 results were record‑setting (total revenue surpassed $3 billion, +11% YoY; Q4 revenue $790M and Tyvaso $464M, +12% YoY with Tyvaso DPI +24%), and the company reiterates a target to reach a $4 billion annual run rate by end‑2027, while noting quarter‑to‑quarter sales can fluctuate with distributor ordering seasonality.
• Transplant programs progressed — Zeno has two patients transplanted with a 6‑patient cohort expected to complete enrollment by summer (commercial target ~2030), and Miromatrix completed its first manufactured liver trial with FDA guidance expected this year — but these initiatives are multiyear and carry significant regulatory and execution risk.

United Therapeutics Trading Up 13.0%

United Therapeutics stock traded up $61.47 during midday trading on Wednesday, hitting $534.90. The stock had a trading volume of 855,846 shares, compared to its average volume of 339,761. The firm’s fifty day moving average is $484.23 and its two-hundred day moving average is $443.45. The company has a market capitalization of $23.03 billion, a PE ratio of 20.27, a P/E/G ratio of 2.53 and a beta of 0.85. United Therapeutics has a 52-week low of $266.98 and a 52-week high of $533.67.

Analysts Set New Price Targets

UTHR has been the topic of a number of recent analyst reports. Wells Fargo & Company increased their price target on shares of United Therapeutics from $414.00 to $423.00 and gave the company an “equal weight” rating in a report on Thursday, October 30th. Weiss Ratings reiterated a “buy (b)” rating on shares of United Therapeutics in a research note on Monday, December 29th. Morgan Stanley set a $447.00 price target on United Therapeutics in a research note on Wednesday, October 29th. 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, Jefferies Financial Group restated a “buy” rating and set a $575.00 target price on shares of United Therapeutics in a research note on Wednesday, November 19th. Eight research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $509.50.

United Therapeutics News Roundup

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

• Positive Sentiment: Q4 EPS beat — UTHR reported $7.70 EPS versus consensus (~$6.7), showing solid year‑over‑year earnings growth; this beat is a primary positive catalyst for the stock. United Therapeutics (UTHR) Surpasses Q4 Earnings Estimates
• Positive Sentiment: Record FY2025 revenue — Full‑year revenue rose to a record $3.18B (up ~11% y/y), reinforcing the company’s revenue growth story and longer‑term fundamentals. United Therapeutics Reports Fourth Quarter and Full Year 2025 Financial Results
• Positive Sentiment: Unusual options activity — Large jump in call buying (several thousand calls; ~241% above average) suggests some speculative bullish positioning or hedging by traders, adding intraday upside pressure. (market reports)
• Neutral Sentiment: Analyst stance mixed — Morgan Stanley reiterated a Hold with a $447 PT (below current levels), signaling near‑term skepticism despite the beat; analyst views remain split across the street. Balanced Hold on United Therapeutics
• Negative Sentiment: Revenue miss weighed on the stock intraday — Q4 revenue of $790.2M missed consensus (~$814.8M), prompting an early selloff (reports of ~5% slide) despite the EPS beat. United Therapeutics stock falls nearly 5% on revenue miss
• Negative Sentiment: Significant insider selling — COO Michael Benkowitz has sold large blocks of shares in recent weeks (latest filing shows 14,440 shares sold), which can create perception risk and pressure on sentiment. COO Michael Benkowitz Sells 14,440 Shares

Insiders Place Their Bets

In other news, EVP Paul A. Mahon sold 8,300 shares of the business’s stock in a transaction on Thursday, February 19th. The shares were sold at an average price of $476.34, for a total value of $3,953,622.00. Following the transaction, the executive vice president owned 36,781 shares of the company’s stock, valued at approximately $17,520,261.54. The trade was a 18.41% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, COO Michael Benkowitz sold 14,440 shares of the company’s stock in a transaction on Monday, February 23rd. The stock was sold at an average price of $472.13, for a total transaction of $6,817,557.20. The SEC filing for this sale provides additional information. Insiders sold a total of 410,954 shares of company stock valued at $199,032,088 in the last quarter. 10.30% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

A number of institutional investors have recently made changes to their positions in the business. Geneos Wealth Management Inc. lifted its position in shares of United Therapeutics by 141.7% during the first quarter. Geneos Wealth Management Inc. now owns 145 shares of the biotechnology company’s stock worth $45,000 after purchasing an additional 85 shares during the last quarter. Northwestern Mutual Wealth Management Co. increased its position in shares of United Therapeutics by 18.8% during the second quarter. Northwestern Mutual Wealth Management Co. now owns 443 shares of the biotechnology company’s stock worth $127,000 after acquiring an additional 70 shares during the period. Jump Financial LLC bought a new stake in shares of United Therapeutics during the second quarter valued at approximately $277,000. Cerity Partners LLC boosted its holdings in shares of United Therapeutics by 77.3% in the second quarter. Cerity Partners LLC now owns 12,843 shares of the biotechnology company’s stock valued at $3,691,000 after purchasing an additional 5,600 shares during the period. Finally, Bank of Nova Scotia increased its holdings in United Therapeutics by 6.9% during the 2nd quarter. Bank of Nova Scotia now owns 1,628 shares of the biotechnology company’s stock worth $468,000 after purchasing an additional 105 shares during the period. Institutional investors own 94.08% of the company’s stock.

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.