United Therapeutics (NASDAQ:UTHR) Issues Quarterly Earnings Results

United Therapeutics (NASDAQ:UTHR) posted its earnings results on Wednesday. The biotechnology company reported $7.27 EPS for the quarter, topping the consensus estimate of $6.86 by $0.41, Briefing.com reports. United Therapeutics had a net margin of 40.62% and a return on equity of 19.24%. During the same quarter in the previous year, the company posted $6.41 EPS. The business’s revenue was down 1.9% compared to the same quarter last year.

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

• Positive Sentiment: United Therapeutics reported highly statistically significant results for the ADVANCE OUTCOMES study of ralinepag in PAH and submitted an NDA to the FDA, viewing the once-daily oral prostacyclin as a potential multibillion-dollar opportunity.
• Positive Sentiment: The company submitted an sNDA for nebulized Tyvaso in IPF after positive TETON results, with a potential 2027 approval; enrollment in the larger TETON PPF study is also nearly complete.
• Negative Sentiment: Second-quarter revenue was approximately $783 million, essentially flat sequentially and below management’s expectations. The company did not reaffirm or update its 2026 revenue-growth outlook, while nebulized Tyvaso remained pressured by increased competition.
• Positive Sentiment: Tyvaso DPI patient starts, referrals, total patients, and commercial patients reached record levels exiting the quarter, and a roughly doubled sales force began entering the field in July to improve physician reach and support second-half performance.
• Neutral Sentiment: United Therapeutics continues to advance its xenotransplantation pipeline, including UKidney, UThymoKidney, and EXPRESS-UHeart studies, while completing construction of commercial-scale facilities in Minnesota and Texas; however, these programs remain clinical-stage opportunities.

United Therapeutics Stock Performance

NASDAQ:UTHR traded up $3.10 during trading hours on Wednesday, reaching $521.78. The stock had a trading volume of 420,019 shares, compared to its average volume of 484,389. The stock has a 50 day simple moving average of $541.40 and a 200 day simple moving average of $533.37. United Therapeutics has a 12-month low of $292.34 and a 12-month high of $609.35. The stock has a market cap of $22.15 billion, a P/E ratio of 19.26, a price-to-earnings-growth ratio of 1.73 and a beta of 0.59.

More United Therapeutics News

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

• Positive Sentiment: United Therapeutics reported second-quarter adjusted earnings of $7.27 per share, exceeding consensus estimates of $6.82-$6.86 and rising from $6.41 a year earlier. The earnings beat supports the view that the company is maintaining strong profitability. United Therapeutics Q2 Earnings Surpass Estimates
• Positive Sentiment: Management said it submitted two important new drug applications in rare pulmonary disease, including ralinepag. The regulatory submissions could expand United Therapeutics’ long-term growth opportunities beyond its current pulmonary arterial hypertension products. United Therapeutics Corporation Reports Second Quarter 2026 Financial Results
• Positive Sentiment: The company continued to show high profitability, with a reported net margin of 40.62% and return on equity of 19.24%. Analysts also maintain a generally favorable view, with a consensus “Moderate Buy” rating and an average price target of $648.33 in the cited reports.
• Neutral Sentiment: Second-quarter revenue was $783.3 million, down approximately 2% from $798.6 million a year earlier. The decline tempers the earnings strength and suggests that growth in the underlying business remains limited despite improved per-share earnings. United Therapeutics Corporation 2026 Q2 Results Earnings Call Presentation
• Negative Sentiment: CEO Martine Rothblatt sold 9,500 shares for approximately $4.9 million, reducing her direct ownership by 2.84%. While the sale may be personal or preplanned, insider selling can create a modest sentiment overhang.

Insider Buying and Selling at United Therapeutics

In related news, CEO Martine A. Rothblatt sold 9,500 shares of the business’s stock in a transaction dated Monday, August 3rd. The stock was sold at an average price of $516.06, for a total value of $4,902,570.00. Following the sale, the chief executive officer directly owned 324,443 shares in the company, valued at approximately $167,432,054.58. The trade was a 2.84% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, Director Jan Malcolm sold 325 shares of the stock in a transaction dated Friday, July 10th. The stock was sold at an average price of $550.59, for a total transaction of $178,941.75. Following the transaction, the director owned 450 shares of the company’s stock, valued at $247,765.50. This represents a 41.94% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 492,833 shares of company stock worth $272,358,897. Corporate insiders own 8.60% of the company’s stock.

Institutional Trading of United Therapeutics

A number of institutional investors have recently modified their holdings of UTHR. Avoro Capital Advisors LLC boosted its holdings in United Therapeutics by 17.3% in the 4th quarter. Avoro Capital Advisors LLC now owns 2,606,060 shares of the biotechnology company’s stock worth $1,269,803,000 after buying an additional 383,838 shares during the period. Wellington Management Group LLP lifted its position in shares of United Therapeutics by 74.5% during the fourth quarter. Wellington Management Group LLP now owns 2,441,492 shares of the biotechnology company’s stock worth $1,189,617,000 after acquiring an additional 1,042,711 shares in the last quarter. AQR Capital Management LLC boosted its holdings in shares of United Therapeutics by 29.9% in the fourth quarter. AQR Capital Management LLC now owns 1,281,699 shares of the biotechnology company’s stock worth $624,508,000 after acquiring an additional 295,221 shares during the period. Janus Henderson Group PLC grew its position in shares of United Therapeutics by 75.1% in the fourth quarter. Janus Henderson Group PLC now owns 796,101 shares of the biotechnology company’s stock valued at $387,801,000 after purchasing an additional 341,383 shares in the last quarter. Finally, Dimensional Fund Advisors LP raised its stake in shares of United Therapeutics by 3.0% during the 4th quarter. Dimensional Fund Advisors LP now owns 528,210 shares of the biotechnology company’s stock valued at $257,405,000 after purchasing an additional 15,394 shares during the period. 94.08% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of analysts recently commented on the company. JPMorgan Chase & Co. increased their price target on United Therapeutics from $685.00 to $687.00 and gave the company an “overweight” rating in a research report on Thursday, July 23rd. Weiss Ratings downgraded United Therapeutics from a “buy (b)” rating to a “buy (b-)” rating in a research note on Friday. Wells Fargo & Company raised United Therapeutics from an “equal weight” rating to an “overweight” rating and raised their target price for the company from $575.00 to $735.00 in a research report on Thursday, May 7th. Raymond James Financial assumed coverage on shares of United Therapeutics in a report on Friday, April 10th. They issued an “outperform” rating and a $700.00 price target on the stock. Finally, Royal Bank Of Canada increased their price target on shares of United Therapeutics from $701.00 to $704.00 and gave the company an “outperform” rating in a research report on Tuesday, July 7th. Eleven research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $648.33.

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.