2,341 Shares in United Therapeutics Corporation $UTHR Purchased by Empirical Asset Management LLC

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

Other institutional investors have also made changes to their positions in the company. AQR Capital Management LLC lifted its position in shares of United Therapeutics by 40.1% in 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 acquiring an additional 364,713 shares in the last quarter. Invesco Ltd. lifted its holdings 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 in the last quarter. Assetmark Inc. boosted its position in shares of United Therapeutics by 38.1% in the second quarter. Assetmark Inc. now owns 715,834 shares of the biotechnology company’s stock worth $205,695,000 after buying an additional 197,384 shares during the period. Norges Bank purchased a new position in shares of United Therapeutics during the second quarter valued at $136,453,000. Finally, Amundi grew its holdings in shares of United Therapeutics by 3.6% during the second quarter. Amundi now owns 362,826 shares of the biotechnology company’s stock valued at $107,113,000 after buying an additional 12,633 shares in the last quarter. 94.08% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

A number of equities research analysts have commented on the company. Jefferies Financial Group restated a “buy” rating and set a $575.00 price objective on shares of United Therapeutics in a research report on Wednesday, November 19th. HC Wainwright raised their price target on shares of United Therapeutics from $500.00 to $525.00 and gave the stock a “buy” rating in a report on Thursday, October 30th. TD Cowen reiterated a “buy” rating on shares of United Therapeutics in a research note on Wednesday. Bank of America reiterated a “neutral” rating on shares of United Therapeutics in a research report on Wednesday. Finally, Morgan Stanley set a $447.00 price target on shares of United Therapeutics in a report on Wednesday, October 29th. 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, United Therapeutics presently has an average rating of “Moderate Buy” and a consensus price target of $509.50.

Insiders Place Their Bets

In other news, 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 completion of the sale, the director owned 4,190 shares in the company, valued at approximately $2,178,800. This represents a 19.27% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, EVP Paul A. Mahon sold 8,300 shares of the stock in a transaction dated 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 directly owned 36,781 shares in the company, valued at approximately $17,520,261.54. This represents a 18.41% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 411,954 shares of company stock valued at $199,552,088 over the last quarter. Insiders own 10.30% of the company’s stock.

United Therapeutics Stock Up 13.0%

NASDAQ UTHR opened at $535.10 on Thursday. The stock has a market capitalization of $23.04 billion, a PE ratio of 20.28, a price-to-earnings-growth ratio of 2.52 and a beta of 0.85. United Therapeutics Corporation has a 12-month low of $266.98 and a 12-month high of $537.19. The company has a 50 day moving average price of $484.71 and a two-hundred day moving average price of $444.09.

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 analysts’ consensus estimates of $6.78 by $0.92. United Therapeutics had a net margin of 40.65% and a return on equity of 18.83%. The business had revenue of $790.20 million for the quarter, compared to the consensus estimate of $814.80 million. During the same quarter last year, the firm earned $6.19 EPS. United Therapeutics’s revenue for the quarter was up 7.4% on a year-over-year basis. As a group, equities analysts anticipate that United Therapeutics Corporation will post 24.48 EPS for the current year.

Key Headlines Impacting United Therapeutics

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 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.