United Therapeutics (NASDAQ:UTHR) Issues Earnings Results

United Therapeutics (NASDAQ:UTHR) announced its quarterly earnings data on Wednesday. The biotechnology company reported $5.71 EPS for the quarter, missing analysts’ consensus estimates of $6.01 by ($0.30), FiscalAI reports. The firm had revenue of $832.50 million during the quarter, compared to the consensus estimate of $781.14 million. United Therapeutics had a net margin of 38.61% and a return on equity of 19.18%. The business’s revenue was up 4.1% on a year-over-year basis. During the same period last year, the business earned $7.16 EPS.

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

• United Therapeutics reported record third-quarter revenue of $833 million, including record Tyvaso revenue of $504 million. Management attributed growth to sustained demand, stronger commercial execution, higher dosing and expanded field-force reach; October referrals also reached a monthly record.
• A court decision upholding the company’s intellectual property and a settlement with Liquidia remove PH-ILD from YUTREPIA’s label and bar its promotion for that indication. Management expects limited near-term patient switching, while emphasizing new prescriptions and market expansion as the main Tyvaso growth opportunity.
• The planned soft mist inhaler NDA filing has been pushed from year-end 2026 to 2027 after FDA discussions identified a need for additional supporting data, delaying a potential product opportunity.
• Ralinepag’s FDA application remains under review with a June 24, 2027 PDUFA date, but its API supplier has an Official Action Indicated compliance status. The company is pursuing remediation and says it has contingency plans, though the issue could pose a regulatory or supply risk.
• The FDA indicated that bioequivalence data would not be sufficient to support filing the triple oral pill; the company is evaluating alternative development and filing approaches, with no timeline disclosed.

United Therapeutics Trading Down 7.0%

NASDAQ:UTHR opened at $565.72 on Friday. The stock has a 50 day simple moving average of $533.31 and a 200 day simple moving average of $532.95. The stock has a market cap of $24.26 billion, a P/E ratio of 21.35, a PEG ratio of 4.41 and a beta of 0.49. United Therapeutics has a 1-year low of $444.04 and a 1-year high of $614.23.

Insiders Place Their Bets

In other news, CEO Martine Rothblatt sold 9,500 shares of United Therapeutics stock in a transaction on Wednesday, August 19th. The stock was sold at an average price of $526.96, for a total transaction of $5,006,120.00. Following the completion of the sale, the chief executive officer owned 324,443 shares of the company’s stock, valued at approximately $170,968,483.28. This trade represents a 2.84% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. In the last quarter, insiders sold 401,528 shares of company stock worth $212,977,429. 8.60% of the stock is owned by company insiders.

United Therapeutics declared that its Board of Directors has authorized a share buyback program on Thursday, October 22nd that permits the company to buy back $2 billion in outstanding shares. This buyback authorization permits the biotechnology company to reacquire up to 8.3% of its shares through open market purchases. Stock buyback programs are often a sign that the company’s leadership believes its stock is undervalued.

More United Therapeutics News

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

• Positive Sentiment: Several analysts raised their price targets and kept bullish ratings. BTIG lifted its target to $768, citing Tyvaso momentum; RBC raised its target to $725 and TD Cowen to $700. BTIG analyst outlook
• Positive Sentiment: Third-quarter revenue was $832.5 million, above estimates of about $781 million and up 4.1% year over year. The company also announced a buydown of a royalty related to its investigational pulmonary hypertension drug ralinepag, which may improve its future economics. Revenue results Ralinepag royalty announcement
• Negative Sentiment: Quarterly earnings of $5.71 per share missed the approximately $6.01 consensus and fell from $7.16 a year earlier. The earnings shortfall may be weighing on sentiment despite the revenue beat. Q3 earnings miss
• Negative Sentiment: CEO Martine Rothblatt and EVP Paul Mahon disclosed stock sales. Mahon sold 8,300 shares, while Rothblatt reported two sales totaling 9,500 shares; both retained substantial holdings, but insider selling can add to investor caution. EVP sale filing CEO sale filing

Analysts Set New Price Targets

Several equities research analysts recently issued reports on the stock. Bank of America cut their target price on shares of United Therapeutics from $620.00 to $613.00 and set a “neutral” rating for the company in a research note on Friday, July 10th. TD Cowen boosted their price target on United Therapeutics from $675.00 to $700.00 and gave the stock a “buy” rating in a research report on Thursday. Jefferies Financial Group restated a “buy” rating and issued a $728.00 price objective on shares of United Therapeutics in a research note on Wednesday, October 14th. JPMorgan Chase & Co. cut their price objective on United Therapeutics from $710.00 to $695.00 and set an “overweight” rating for the company in a research report on Wednesday, October 28th. Finally, Raymond James Financial set a $720.00 target price on United Therapeutics in a research note on Wednesday. Thirteen analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $676.40.

United Therapeutics Company Profile

United Therapeutics Corporation is a biotechnology company focused on developing and commercializing therapies for patients with life-threatening conditions, particularly pulmonary arterial hypertension (PAH). The company’s portfolio includes Tyvaso and Tyvaso DPI, inhaled formulations of treprostinil; Remodulin, an injectable treprostinil product; and Orenitram, an oral treprostinil therapy. These treatments are designed to improve exercise ability and delay disease progression in people with PAH.

The company also markets Unituxin, an antibody therapy used as part of treatment for high-risk neuroblastoma, a type of childhood cancer.