Whalen Wealth Management Inc. Takes Position in United Therapeutics Corporation $UTHR
by Kim Johansen · The Markets DailyWhalen Wealth Management Inc. bought a new position in shares of United Therapeutics Corporation (NASDAQ:UTHR – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund bought 1,016 shares of the biotechnology company’s stock, valued at approximately $495,000.
Other hedge funds and other institutional investors have also recently bought and sold shares of the company. AQR Capital Management LLC raised its holdings in United Therapeutics by 40.1% in the second quarter. AQR Capital Management LLC now owns 1,273,161 shares of the biotechnology company’s stock worth $362,876,000 after purchasing an additional 364,713 shares during the period. Invesco Ltd. increased its stake in shares of United Therapeutics by 90.2% during the second quarter. Invesco Ltd. now owns 884,703 shares of the biotechnology company’s stock worth $254,219,000 after purchasing an additional 419,588 shares during the period. Darwin Global Management Ltd. acquired a new stake in United Therapeutics in the 3rd quarter worth about $317,617,000. Amundi increased its position in shares of United Therapeutics by 3.6% in 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 period. Finally, First Trust Advisors LP increased its position in United Therapeutics by 2.5% during the 2nd 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 in the last quarter. 94.08% of the stock is owned by institutional investors.
Key United Therapeutics News
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)
Analyst Upgrades and Downgrades
UTHR has been the subject of several recent research reports. Bank of America increased their price target on United Therapeutics from $569.00 to $626.00 and gave the company a “neutral” rating in a research note on Tuesday. Oppenheimer increased their price target on shares of United Therapeutics from $575.00 to $600.00 and gave the company an “outperform” rating in a research report on Thursday, February 26th. HC Wainwright raised their target price on United Therapeutics from $600.00 to $660.00 and gave the stock a “buy” rating in a research note on Tuesday. UBS Group upped their target price on shares of United Therapeutics from $655.00 to $705.00 and gave the stock a “buy” rating in a research report on Thursday, March 5th. Finally, Wells Fargo & Company increased their price objective on United Therapeutics from $486.00 to $575.00 and gave the company an “equal weight” rating in a research note on Tuesday. Nine investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat, United Therapeutics presently has an average rating of “Moderate Buy” and an average price target of $586.00.
View Our Latest Stock Analysis on United Therapeutics
Insiders Place Their Bets
In other news, CFO James Edgemond sold 10,000 shares of the firm’s stock in a transaction on Monday, March 23rd. The stock was sold at an average price of $527.48, for a total transaction of $5,274,800.00. Following the completion of the transaction, the chief financial officer directly owned 18,876 shares in the company, valued at $9,956,712.48. This trade represents a 34.63% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, COO Michael Benkowitz sold 22,500 shares of United Therapeutics stock in a transaction dated Monday, February 9th. The stock was sold at an average price of $474.65, for a total value of $10,679,625.00. The SEC filing for this sale provides additional information. Insiders have sold 361,820 shares of company stock valued at $182,730,910 in the last quarter. 10.30% of the stock is owned by company insiders.
United Therapeutics Price Performance
NASDAQ:UTHR opened at $564.81 on Friday. The firm has a market capitalization of $24.76 billion, a P/E ratio of 20.24, a PEG ratio of 1.63 and a beta of 0.75. United Therapeutics Corporation has a one year low of $266.98 and a one year high of $607.89. The company’s 50-day simple moving average is $506.70 and its 200 day simple moving average is $478.68.
United Therapeutics (NASDAQ:UTHR – Get Free Report) last released its earnings results 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 firm had revenue of $790.20 million during the quarter, compared to analyst estimates of $814.80 million. During the same period last year, the business earned $6.19 earnings per share. The business’s revenue was up 7.4% on a year-over-year basis. On average, equities research analysts expect that United Therapeutics Corporation will post 24.48 earnings per share for the current fiscal year.
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.
See Also
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