Traders Buy High Volume of United Therapeutics Call Options (NASDAQ:UTHR)

United Therapeutics Corporation (NASDAQ:UTHR) saw unusually large options trading activity on Wednesday. Stock traders acquired 4,930 call options on the company. This is an increase of 241% compared to the average daily volume of 1,447 call options.

Insider Activity

In other news, CFO James Edgemond sold 21,000 shares of the business’s stock in a transaction dated 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 sale, the chief financial officer owned 8,142 shares in the company, valued at approximately $3,908,078.58. The trade was a 72.06% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, COO Michael Benkowitz sold 22,500 shares of United Therapeutics stock in a transaction that occurred on Monday, December 8th. The shares were sold at an average price of $478.58, for a total transaction of $10,768,050.00. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 411,954 shares of company stock worth $199,552,088. 10.30% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Several institutional investors have recently modified their holdings of the company. Geneos Wealth Management Inc. increased its holdings in United Therapeutics by 141.7% in the 1st quarter. Geneos Wealth Management Inc. now owns 145 shares of the biotechnology company’s stock worth $45,000 after buying an additional 85 shares during the period. Ethic Inc. boosted its holdings in shares of United Therapeutics by 13.0% in the 2nd quarter. Ethic Inc. now owns 901 shares of the biotechnology company’s stock valued at $256,000 after acquiring an additional 104 shares during the last quarter. Sumitomo Mitsui Trust Group Inc. increased its stake in shares of United Therapeutics by 2.6% in the second quarter. Sumitomo Mitsui Trust Group Inc. now owns 100,248 shares of the biotechnology company’s stock worth $28,806,000 after acquiring an additional 2,521 shares during the period. Focus Partners Advisor Solutions LLC purchased a new position in shares of United Therapeutics during the second quarter worth $414,000. Finally, Brighton Jones LLC purchased a new position in shares of United Therapeutics during the second quarter worth $327,000. 94.08% of the stock is currently owned by hedge funds and other institutional investors.

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

Analysts Set New Price Targets

A number of equities research analysts recently weighed in on the company. Jefferies Financial Group reaffirmed a “buy” rating and set a $575.00 price objective on shares of United Therapeutics in a research report on Wednesday, November 19th. 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 research report on Thursday, October 30th. Royal Bank Of Canada raised their price target on shares of United Therapeutics from $569.00 to $587.00 and gave the company an “outperform” rating in a report on Thursday, October 30th. Morgan Stanley set a $447.00 price objective on shares of United Therapeutics in a research note on Wednesday, October 29th. Finally, Bank of America reissued a “neutral” rating on shares of United Therapeutics in a research report on Wednesday. Nine research analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $509.50.

United Therapeutics Trading Up 13.0%

NASDAQ:UTHR opened at $535.10 on Thursday. United Therapeutics has a twelve month low of $266.98 and a twelve month high of $537.19. The company has a market cap of $23.04 billion, a PE ratio of 20.28, a P/E/G ratio of 2.52 and a beta of 0.85. The company’s 50 day moving average is $484.71 and its two-hundred day moving average is $444.09.

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 analysts’ consensus estimates of $6.78 by $0.92. The business had revenue of $790.20 million during the quarter, compared to analysts’ expectations of $814.80 million. United Therapeutics had a net margin of 40.65% and a return on equity of 18.83%. The business’s quarterly revenue was up 7.4% on a year-over-year basis. During the same quarter last year, the company posted $6.19 earnings per share. As a group, analysts expect that United Therapeutics 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.