Element Squared LLC Acquires New Position in United Therapeutics Corporation $UTHR

Element Squared LLC bought a new position in shares of United Therapeutics Corporation (NASDAQ:UTHR) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 5,027 shares of the biotechnology company’s stock, valued at approximately $2,449,000. United Therapeutics accounts for 1.3% of Element Squared LLC’s holdings, making the stock its 21st biggest holding.

A number of other hedge funds also recently added to or reduced their stakes in the stock. AQR Capital Management LLC lifted its position 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 acquiring an additional 364,713 shares during the period. Invesco Ltd. increased its stake in United Therapeutics by 90.2% in the 2nd 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. Darwin Global Management Ltd. acquired a new position in United Therapeutics during the third quarter worth $317,617,000. Amundi raised its holdings in United Therapeutics by 3.6% during the second quarter. Amundi now owns 362,826 shares of the biotechnology company’s stock worth $107,113,000 after purchasing an additional 12,633 shares during the last quarter. Finally, First Trust Advisors LP raised its holdings in United Therapeutics by 2.5% during the second quarter. First Trust Advisors LP now owns 305,512 shares of the biotechnology company’s stock worth $87,789,000 after purchasing an additional 7,484 shares during the last quarter. 94.08% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several research firms have weighed in on UTHR. Oppenheimer upped their target price on United Therapeutics from $575.00 to $600.00 and gave the company an “outperform” rating in a report on Thursday, February 26th. Cantor Fitzgerald boosted their price objective on shares of United Therapeutics from $525.00 to $625.00 and gave the stock an “overweight” rating in a research report on Thursday, March 12th. TD Cowen increased their price objective on shares of United Therapeutics from $575.00 to $660.00 and gave the company a “buy” rating in a research note on Monday, March 30th. Bank of America lifted their target price on shares of United Therapeutics from $569.00 to $626.00 and gave the stock a “neutral” rating in a research report on Tuesday. Finally, UBS Group upped their price target on shares of United Therapeutics from $655.00 to $705.00 and gave the company a “buy” rating in a report on Thursday, March 5th. Nine equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $586.00.

Insiders Place Their Bets

In other news, COO Michael Benkowitz sold 22,500 shares of the firm’s stock in a transaction on Monday, February 9th. The stock was sold at an average price of $474.65, for a total transaction of $10,679,625.00. The transaction was disclosed in a legal filing with the SEC, which is available at the SEC website. Also, CFO James Edgemond sold 10,000 shares of United Therapeutics stock in a transaction on Monday, March 23rd. The shares were sold at an average price of $527.48, for a total value of $5,274,800.00. Following the completion of the sale, the chief financial officer directly owned 18,876 shares of the company’s stock, valued at approximately $9,956,712.48. This represents a 34.63% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 361,820 shares of company stock worth $182,730,910. Corporate insiders own 10.30% of the company’s stock.

United Therapeutics Price Performance

Shares of NASDAQ UTHR opened at $564.81 on Friday. The company has a market cap of $24.76 billion, a PE ratio of 20.24, a price-to-earnings-growth ratio of 1.63 and a beta of 0.75. United Therapeutics Corporation has a 12 month low of $266.98 and a 12 month high of $607.89. The company has a 50-day simple moving average of $506.70 and a 200-day simple moving average of $478.68.

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

Key Stories Impacting United Therapeutics

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

• Positive Sentiment: Positive Phase‑3 Tyvaso (IPF) data — the trial met its primary endpoint, supporting potential near‑term revenue upside from an expanded label and underpinning recent optimism. United Therapeutics reports positive results for lung drug
• Positive Sentiment: HC Wainwright raised price target and lifted multi‑year EPS forecasts (now Buy, $660 PT) and other brokers have moved targets higher — analyst upgrades increase buy-side conviction and support a higher valuation range. United Therapeutics Stock Price Expected to Rise, HC Wainwright Analyst Says
• Positive Sentiment: Strong earnings‑surprise history and bullish earnings outlook — coverage notes (e.g., Zacks) highlight United Therapeutics’ track record of beating estimates, increasing the probability of another upside surprise at the next report. Will United Therapeutics (UTHR) Beat Estimates Again in Its Next Earnings Report?
• Neutral Sentiment: Elevated options activity — traders are positioning around the clinical news and upcoming earnings, which can amplify intraday volatility but is not a direct fundamental change. United Therapeutics Target of Unusually High Options Trading
• Neutral Sentiment: Coverage/valuation pieces and peer comparisons are proliferating — these shape expectations for how Tyvaso lifts long‑term value but won’t themselves change fundamentals. (See Zacks comparison with Catalyst (CPRX) and valuation write‑ups.) CPRX or UTHR: Which Is the Better Value Stock Right Now?
• Negative Sentiment: Insider selling by senior executives (CEO, EVP, CFO) — multi‑million dollar disposals under 10b5‑1 plans may be read as profit‑taking and can add short‑term selling pressure despite being pre‑arranged. Rothblatt SEC Filing (Example)

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.