Rafferty Asset Management LLC Has $8.84 Million Stock Position in United Therapeutics Corporation $UTHR

Rafferty Asset Management LLC lowered its stake in United Therapeutics Corporation (NASDAQ:UTHR) by 40.7% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 21,082 shares of the biotechnology company’s stock after selling 14,476 shares during the quarter. Rafferty Asset Management LLC’s holdings in United Therapeutics were worth $8,838,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently made changes to their positions in UTHR. AQR Capital Management LLC increased its position in shares of United Therapeutics by 40.1% during the second quarter. AQR Capital Management LLC now owns 1,273,161 shares of the biotechnology company’s stock worth $362,876,000 after acquiring an additional 364,713 shares in the last quarter. Invesco Ltd. boosted 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 worth $254,219,000 after purchasing an additional 419,588 shares during the period. Norges Bank acquired a new position in United Therapeutics in the 2nd quarter worth $136,453,000. Amundi increased its holdings in United Therapeutics by 3.6% during the 2nd quarter. Amundi now owns 362,826 shares of the biotechnology company’s stock worth $107,113,000 after purchasing an additional 12,633 shares in the last quarter. Finally, First Trust Advisors LP raised its stake in shares of United Therapeutics by 2.5% in the 2nd quarter. First Trust Advisors LP now owns 305,512 shares of the biotechnology company’s stock valued at $87,789,000 after purchasing an additional 7,484 shares during the period. Institutional investors and hedge funds own 94.08% of the company’s stock.

Insider Buying and Selling at United Therapeutics

In other news, COO Michael Benkowitz sold 14,440 shares of the company’s stock in a transaction dated Monday, February 23rd. The shares were sold at an average price of $472.13, for a total value of $6,817,557.20. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, EVP Paul A. Mahon sold 8,300 shares of the firm’s stock in a transaction dated Thursday, February 19th. The shares were sold at an average price of $476.34, for a total transaction of $3,953,622.00. Following the completion of the sale, the executive vice president owned 36,781 shares of the company’s stock, valued at $17,520,261.54. This trade represents a 18.41% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 360,454 shares of company stock worth $174,796,043 over the last quarter. 10.30% of the stock is currently owned by insiders.

Key Stories Impacting United Therapeutics

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

• Positive Sentiment: Q4 outperformance and growth target — UTHR beat EPS expectations (reported strength in Tyvaso DPI sales) and management is targeting roughly a $4B revenue run‑rate by 2027 as several late‑stage product launches approach; this underpins the recent rally and longer‑term growth thesis. Read More.
• Positive Sentiment: Analysts lifting targets — Multiple firms raised price targets (examples: H.C. Wainwright, RBC, Oppenheimer), which supports further upside and institutional interest. Read More.
• Positive Sentiment: Bullish options flow — Unusually large call buying around the print suggests traders are positioning for further upside or volatility in the short term. Read More.
• Neutral Sentiment: Technical/relative strength recognition — UTHR earned a high RS rating (91), signaling market leadership but not guaranteeing direction near term. Read More.
• Neutral Sentiment: Mixed analyst views remain — while many bumped targets, some firms kept Hold/equal‑weight ratings, leaving near‑term consensus mixed. Read More.
• Negative Sentiment: Revenue missed consensus — Q4 revenue came in below Street estimates, which sparked an earlier pullback and is a reminder top‑line execution matters for the multiple. Read More.
• Negative Sentiment: Insider selling — The COO and a director disclosed multi‑lot sales in February (COO sale worth several million and director sales disclosed), which can create investor concern about near‑term insider conviction. Read More. Read More.

United Therapeutics Stock Performance

Shares of NASDAQ UTHR opened at $503.90 on Monday. The stock has a 50 day moving average price of $484.38 and a 200 day moving average price of $447.90. The stock has a market capitalization of $22.08 billion, a PE ratio of 18.06, a price-to-earnings-growth ratio of 1.78 and a beta of 0.85. United Therapeutics Corporation has a 52 week low of $266.98 and a 52 week high of $537.19.

United Therapeutics (NASDAQ:UTHR) last posted its quarterly earnings results on Wednesday, February 25th. The biotechnology company reported $7.70 earnings per share for the quarter, topping the consensus estimate of $6.78 by $0.92. The firm had revenue of $790.20 million for the quarter, compared to analyst estimates of $814.80 million. United Therapeutics had a return on equity of 19.30% and a net margin of 41.94%.The business’s quarterly revenue was up 7.4% on a year-over-year basis. During the same quarter in the previous year, the firm earned $6.19 EPS. As a group, research analysts forecast that United Therapeutics Corporation will post 24.48 EPS for the current year.

Analysts Set New Price Targets

UTHR has been the topic of a number of research reports. Wells Fargo & Company boosted their price target on United Therapeutics from $423.00 to $466.00 and gave the company an “equal weight” rating in a report on Thursday. Weiss Ratings restated a “buy (b)” rating on shares of United Therapeutics in a research note on Monday, December 29th. Jefferies Financial Group reaffirmed a “buy” rating and set a $575.00 price target on shares of United Therapeutics in a research report on Wednesday, November 19th. Oppenheimer raised their price target on shares of United Therapeutics from $575.00 to $600.00 and gave the stock an “outperform” rating in a research note on Thursday. Finally, Bank of America reiterated a “neutral” rating on shares of United Therapeutics in a report on Wednesday. Nine research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, United Therapeutics currently has a consensus rating of “Moderate Buy” and a consensus target price of $533.55.

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.