United Therapeutics (NASDAQ:UTHR) Releases Earnings Results, Misses Expectations By $0.30 EPS

United Therapeutics (NASDAQ:UTHR) announced its earnings results on Wednesday. The biotechnology company reported $5.71 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $6.01 by ($0.30), FiscalAI reports. United Therapeutics had a return on equity of 20.18% and a net margin of 41.56%. The business had revenue of $832.50 million for the quarter, compared to analysts’ expectations of $781.14 million. During the same period in the previous year, the firm posted $7.16 earnings per share. The firm’s revenue was up 4.1% compared to the same quarter last year.

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 Up 1.3%

United Therapeutics stock traded up $7.66 during midday trading on Wednesday, hitting $608.98. The stock had a trading volume of 677,575 shares, compared to its average volume of 555,766. The business has a fifty day moving average price of $530.53 and a 200 day moving average price of $531.77. United Therapeutics has a 12 month low of $432.53 and a 12 month high of $614.23. The stock has a market cap of $26.12 billion, a P/E ratio of 21.79, a P/E/G ratio of 4.32 and a beta of 0.49.

United Therapeutics announced that its Board of Directors has authorized a stock buyback plan on Thursday, October 22nd that permits the company to repurchase $2 billion in shares. This repurchase authorization permits the biotechnology company to reacquire up to 8.3% of its shares through open market purchases. Share repurchase plans are typically a sign that the company’s board of directors believes its shares are undervalued.

More United Therapeutics News

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

• Positive Sentiment: BTIG Research raised its price target to $768 from $728 and reiterated a Buy rating, signaling continued upside expectations. BTIG Research rating
• Positive Sentiment: Q3 revenue rose 4.1% year over year to $832.5 million, beating analysts’ expectations of about $781 million. Management also described the company as entering a period of significant growth. Third-quarter financial results
• Neutral Sentiment: United Therapeutics announced a buyout of Pfizer royalties linked to ralinepag, a lung-disease therapy. The move could improve UTHR’s share of future economics, but the supplied report does not detail the transaction’s cost or financial impact. Ralinepag royalty buyout
• Negative Sentiment: Q3 EPS of $5.71 missed analyst expectations and declined from $7.16 a year earlier; reports also said net income fell. This earnings shortfall tempers the stronger revenue result. Q3 earnings miss
• Negative Sentiment: CEO Martine Rothblatt sold 9,500 shares, about 2.84% of her reported position. She retained 324,443 shares after the sale, which may moderate concern about the transaction. SEC insider-sale filing

Insider Buying and Selling

In other news, CEO Martine Rothblatt sold 9,500 shares of United Therapeutics stock in a transaction that occurred on Wednesday, August 19th. The stock was sold at an average price of $526.96, for a total value of $5,006,120.00. Following the completion of the transaction, the chief executive officer owned 324,443 shares in the company, valued at approximately $170,968,483.28. This trade represents a 2.84% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Over the last 90 days, insiders sold 401,528 shares of company stock worth $211,631,836. Company insiders own 8.60% of the company’s stock.

Analyst Ratings Changes

A number of brokerages recently commented on UTHR. The Goldman Sachs Group reissued a “sell” rating and issued a $368.00 price target on shares of United Therapeutics in a report on Thursday, October 15th. Royal Bank Of Canada dropped their price objective on United Therapeutics from $708.00 to $697.00 and set an “outperform” rating on the stock in a report on Thursday, October 22nd. Raymond James Financial set a $720.00 target price on United Therapeutics in a research report on Wednesday. JPMorgan Chase & Co. reduced their target price on United Therapeutics from $710.00 to $695.00 and set an “overweight” rating for the company in a research note on Wednesday, October 28th. Finally, Cantor Fitzgerald reissued an “overweight” rating and set a $850.00 price target on shares of United Therapeutics in a research report on Monday, October 26th. Thirteen equities research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $674.00.

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.