Robeco Institutional Asset Management B.V. trimmed its stake in shares of United Therapeutics Corporation (NASDAQ:UTHR – Free Report) by 61.2% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 91,099 shares of the biotechnology company’s stock after selling 143,540 shares during the quarter. Robeco Institutional Asset Management B.V.’s holdings in United Therapeutics were worth $38,190,000 at the end of the most recent reporting period.
A number of other hedge funds have also recently added to or reduced their stakes in UTHR. GraniteShares Advisors LLC raised its holdings in United Therapeutics by 8.1% in the 3rd quarter. GraniteShares Advisors LLC now owns 1,435 shares of the biotechnology company’s stock valued at $602,000 after buying an additional 108 shares during the last quarter. Signaturefd LLC raised its stake in shares of United Therapeutics by 41.1% during the third quarter. Signaturefd LLC now owns 861 shares of the biotechnology company’s stock valued at $361,000 after acquiring an additional 251 shares during the last quarter. Retirement Guys Formula LLC bought a new position in shares of United Therapeutics during the third quarter valued at $256,000. True Wealth Design LLC grew its stake in shares of United Therapeutics by 738.5% in the third quarter. True Wealth Design LLC now owns 109 shares of the biotechnology company’s stock worth $46,000 after purchasing an additional 96 shares during the last quarter. Finally, Trail Ridge Investment Advisors LLC increased its holdings in United Therapeutics by 2.0% in the third quarter. Trail Ridge Investment Advisors LLC now owns 2,256 shares of the biotechnology company’s stock valued at $946,000 after purchasing an additional 44 shares during the period. Institutional investors and hedge funds own 94.08% of the company’s stock.
Insider Activity
In other news, EVP Paul A. Mahon sold 8,300 shares of the company’s stock in a transaction on Friday, January 2nd. The shares were sold at an average price of $485.43, for a total value of $4,029,069.00. Following the completion of the sale, the executive vice president owned 36,781 shares in the company, valued at $17,854,600.83. This represents a 18.41% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, COO Michael Benkowitz sold 14,625 shares of the stock in a transaction dated Monday, January 5th. The shares were sold at an average price of $487.38, for a total transaction of $7,127,932.50. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 612,514 shares of company stock worth $286,155,221. Company insiders own 10.30% of the company’s stock.
United Therapeutics News Summary
- Positive Sentiment: Analyst upgrades and raised price targets reinforce bullish outlook (consensus “Moderate Buy” and ~$505–509 consensus targets); several firms have lifted targets and reiterated buys, supporting demand. MarketBeat UTHR coverage
- Positive Sentiment: Recent quarterly results: EPS beat estimates ($7.16 vs. $6.89) with a high net margin (~40.7%) and ROE near 19%, underscoring strong profitability that investors favor. Earnings summary
- Positive Sentiment: Institutional ownership remains very high (~94%) and some funds increased positions recently, which can support price stability and amplify analyst-driven buying. Institutional holdings
- Neutral Sentiment: Sector comparison piece highlights UTHR vs. Zoetis (ZTS) for value investors — useful for positioning but not an immediate catalyst. Zacks comparison article
- Neutral Sentiment: Market write-ups (e.g., Yahoo Finance) discuss UTHR’s attractive financial prospects; informative for longer-term investors but not an immediate price driver. Yahoo Finance analysis
- Negative Sentiment: Significant insider selling by COO Michael Benkowitz: large block sales on Jan. 5 totaling tens of thousands of shares (multiple filings; combined value in the millions), which can be viewed negatively by the market. Benko witz SEC filing
- Negative Sentiment: Director-level sales: Christopher Causey sold 1,000 shares (around $500 avg), and Jan Malcolm sold multiple small lots (50 shares each recently). Repeated director sales may create near-term selling pressure or signal portfolio rebalancing. Causey SEC filing Malcolm SEC filing
United Therapeutics Trading Up 0.2%
UTHR opened at $503.69 on Thursday. United Therapeutics Corporation has a 1-year low of $266.98 and a 1-year high of $519.99. The company has a market cap of $21.69 billion, a price-to-earnings ratio of 19.09, a PEG ratio of 2.61 and a beta of 0.84. The company’s fifty day moving average price is $482.44 and its two-hundred day moving average price is $399.49.
United Therapeutics (NASDAQ:UTHR – Get Free Report) last issued its quarterly earnings data on Wednesday, October 29th. The biotechnology company reported $7.16 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $6.89 by $0.27. United Therapeutics had a net margin of 40.65% and a return on equity of 18.83%. The firm had revenue of $799.50 million during the quarter, compared to analysts’ expectations of $812.87 million. During the same period last year, the company earned $6.39 earnings per share. The business’s revenue was up 6.8% on a year-over-year basis. As a group, equities analysts forecast that United Therapeutics Corporation will post 24.48 earnings per share for the current fiscal year.
Wall Street Analyst Weigh In
Several brokerages have commented on UTHR. Morgan Stanley set a $447.00 target price on United Therapeutics in a report on Wednesday, October 29th. Cantor Fitzgerald upped their target price on United Therapeutics from $405.00 to $525.00 and gave the company an “overweight” rating in a report on Wednesday, September 10th. Wells Fargo & Company lifted their target price on shares of United Therapeutics from $414.00 to $423.00 and gave the stock an “equal weight” rating in a research note on Thursday, October 30th. Royal Bank Of Canada upped their price target on shares of United Therapeutics from $569.00 to $587.00 and gave the company an “outperform” rating in a research report on Thursday, October 30th. Finally, Weiss Ratings restated a “buy (b)” rating on shares of United Therapeutics in a research report on Monday, December 29th. Eight analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $509.50.
Get Our Latest Stock Report on United Therapeutics
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.
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