Hudson Bay Capital Management LP Decreases Stock Holdings in United Therapeutics Corporation $UTHR

Hudson Bay Capital Management LP reduced its position in shares of United Therapeutics Corporation (NASDAQ:UTHR) by 67.1% in the third quarter, HoldingsChannel reports. The institutional investor owned 21,524 shares of the biotechnology company’s stock after selling 43,823 shares during the quarter. Hudson Bay Capital Management LP’s holdings in United Therapeutics were worth $9,023,000 at the end of the most recent quarter.

Several other institutional investors have also added to or reduced their stakes in UTHR. AQR Capital Management LLC increased its position in shares of United Therapeutics by 40.1% in the second quarter. AQR Capital Management LLC now owns 1,273,161 shares of the biotechnology company’s stock valued at $362,876,000 after acquiring an additional 364,713 shares during the period. Invesco Ltd. boosted its holdings in shares of United Therapeutics by 90.2% during the second 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. Darwin Global Management Ltd. bought a new stake in shares of United Therapeutics in the third quarter worth about $317,617,000. Norges Bank bought a new stake in shares of United Therapeutics in the second quarter worth about $136,453,000. Finally, Amundi increased its holdings in United Therapeutics by 3.6% during the 2nd quarter. Amundi now owns 362,826 shares of the biotechnology company’s stock valued at $107,113,000 after purchasing an additional 12,633 shares during the period. Hedge funds and other institutional investors own 94.08% of the company’s stock.

More United Therapeutics News

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

• Positive Sentiment: Analysts have largely raised targets and maintained buy/outperform views, supporting valuation — multiple firms (UBS, RBC, TD Cowen, Cantor Fitzgerald, Jefferies) recently lifted targets or reiterated buy ratings, keeping the consensus at a moderate buy. MarketBeat UTHR coverage
• Positive Sentiment: Solid recent quarterly results: UTHR reported an EPS beat (reported $7.70 vs. $6.78 consensus) with healthy margins, which supports earnings momentum despite a modest revenue miss. Earnings summary
• Neutral Sentiment: Sector comparison pieces (e.g., CPRX vs UTHR) are circulating; these may attract relative‑value buyers but are not company‑specific catalysts. Zacks comparison
• Neutral Sentiment: Institutional ownership remains very high (~94%) with some recent modest position changes by funds — this can mute volatility from retail flows but also concentrates sell pressure when insiders sell. MarketBeat institutional note
• Negative Sentiment: CEO Martine Rothblatt sold a large block in mid‑March — roughly 9,500 shares at about $533–$538/share (≈$5.1M), with filings showing a substantial reduction in her direct stake; such headline insider selling typically pressures the stock. SEC filing
• Negative Sentiment: EVP Paul A. Mahon sold 8,300 shares at an average ~$529.95 (≈$4.4M) on March 19, further adding to sell‑side pressure from insiders. SEC filing

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, March 19th. The shares were sold at an average price of $529.95, for a total transaction of $4,398,585.00. Following the sale, the executive vice president owned 45,172 shares in the company, valued at approximately $23,938,901.40. The trade was a 15.52% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CEO Martine A. Rothblatt sold 9,500 shares of the company’s stock in a transaction dated Wednesday, March 18th. The stock was sold at an average price of $529.59, for a total transaction of $5,031,105.00. Following the completion of the sale, the chief executive officer directly owned 40,513 shares in the company, valued at $21,455,279.67. This represents a 19.00% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 347,320 shares of company stock worth $171,380,893. Company insiders own 10.30% of the company’s stock.

Wall Street Analyst Weigh In

UTHR has been the subject of a number of recent analyst reports. Wells Fargo & Company upped their price target on United Therapeutics from $423.00 to $466.00 and gave the company an “equal weight” rating in a research report on Thursday, February 26th. Oppenheimer lifted their price objective on United Therapeutics from $575.00 to $600.00 and gave the stock an “outperform” rating in a research report on Thursday, February 26th. Jefferies Financial Group restated a “buy” rating on shares of United Therapeutics in a report on Monday, March 2nd. HC Wainwright raised their price target on United Therapeutics from $525.00 to $600.00 and gave the stock a “buy” rating in a research note on Thursday, February 26th. Finally, TD Cowen lifted their price target on shares of United Therapeutics from $525.00 to $575.00 and gave the company a “buy” rating in a report on Wednesday, February 25th. Nine research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $548.09.

United Therapeutics Stock Performance

Shares of NASDAQ:UTHR opened at $527.00 on Friday. The firm has a market capitalization of $23.10 billion, a P/E ratio of 18.89, a P/E/G ratio of 1.91 and a beta of 0.84. The stock has a 50 day moving average price of $489.57 and a 200-day moving average price of $466.41. United Therapeutics Corporation has a 52-week low of $266.98 and a 52-week high of $548.12.

United Therapeutics (NASDAQ:UTHR) last released its quarterly earnings results on Wednesday, February 25th. The biotechnology company reported $7.70 earnings per share for the quarter, beating the consensus estimate of $6.78 by $0.92. The company had revenue of $790.20 million for 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%.The firm’s revenue was up 7.4% on a year-over-year basis. During the same period in the previous year, the company posted $6.19 earnings per share. On average, equities analysts forecast that United Therapeutics Corporation will post 24.48 EPS for the current fiscal year.

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.