Talon Private Wealth LLC Makes New Investment in United Therapeutics Corporation $UTHR

Talon Private Wealth LLC purchased a new position in shares of United Therapeutics Corporation (NASDAQ:UTHR) during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 5,123 shares of the biotechnology company’s stock, valued at approximately $3,038,000.

Other institutional investors also recently added to or reduced their stakes in the company. Arjuna Capital increased its position in United Therapeutics by 2.8% in the 1st quarter. Arjuna Capital now owns 662 shares of the biotechnology company’s stock valued at $393,000 after acquiring an additional 18 shares during the period. Sage Rhino Capital LLC raised its stake in United Therapeutics by 5.1% during the 1st quarter. Sage Rhino Capital LLC now owns 474 shares of the biotechnology company’s stock valued at $281,000 after acquiring an additional 23 shares during the last quarter. Bryn Mawr Trust Advisors LLC lifted its position in United Therapeutics by 5.4% during the 1st quarter. Bryn Mawr Trust Advisors LLC now owns 465 shares of the biotechnology company’s stock worth $276,000 after acquiring an additional 24 shares during the period. Meeder Advisory Services Inc. grew its stake in shares of United Therapeutics by 4.1% in the 1st quarter. Meeder Advisory Services Inc. now owns 661 shares of the biotechnology company’s stock valued at $392,000 after purchasing an additional 26 shares during the last quarter. Finally, Independent Advisor Alliance increased its holdings in shares of United Therapeutics by 3.3% in the fourth quarter. Independent Advisor Alliance now owns 833 shares of the biotechnology company’s stock valued at $406,000 after purchasing an additional 27 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 United Therapeutics news, CFO James Edgemond sold 10,000 shares of the company’s stock in a transaction dated Thursday, May 7th. The shares were sold at an average price of $578.58, for a total value of $5,785,800.00. Following the transaction, the chief financial officer directly owned 18,876 shares in the company, valued at approximately $10,921,276.08. This represents a 34.63% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Insiders sold 512,833 shares of company stock valued at $285,561,257 over the last ninety days. Insiders own 8.60% of the company’s stock.

Key Stories Impacting United Therapeutics

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

• Positive Sentiment: Wall Street maintains a generally constructive view: 11 analysts rate UTHR a Buy and two rate it Hold, producing a consensus “Moderate Buy” rating and an average price target of $648.33. JPMorgan recently raised its target to $687, while HC Wainwright lifted its target to $660. United Therapeutics Corporation Given Average Rating of Moderate Buy by Brokerages
• Positive Sentiment: Institutional investors continued adding to positions during the second quarter. Assenagon Asset Management increased its stake by 79.2%, and Versant Capital Management nearly doubled its position. Institutions collectively own about 94.1% of UTHR’s outstanding shares.
• Neutral Sentiment: CEO Martine Rothblatt sold 9,500 shares for approximately $5.04 million at an average price of $530.42 on July 27. She retained 324,443 directly held shares valued at roughly $172 million, so the transaction reduced her direct position by 2.84% but does not represent an exit from the company. Insider Selling: United Therapeutics CEO Sells $5 Million of Stock
• Negative Sentiment: The CEO’s repeated recent share disposals may weigh on sentiment, particularly while UTHR trades below its 50-day and 200-day moving averages. However, insider sales can also reflect personal financial planning rather than a change in the company’s outlook.
• Negative Sentiment: United Therapeutics’ latest reported quarter showed weaker-than-expected results: earnings per share were $5.82 versus a $7.00 consensus estimate, revenue was $781.5 million versus $797.4 million expected, and revenue declined 1.6% year over year. These results remain a fundamental concern despite full-year earnings estimates of $26.65 per share.

Analyst Ratings Changes

Several equities analysts have issued reports on the stock. Morgan Stanley set a $516.00 price objective on shares of United Therapeutics in a research note on Thursday, May 7th. Royal Bank Of Canada raised their target price on shares of United Therapeutics from $701.00 to $704.00 and gave the stock an “outperform” rating in a research note on Tuesday, July 7th. Raymond James Financial started coverage on shares of United Therapeutics in a report on Friday, April 10th. They issued an “outperform” rating and a $700.00 target price on the stock. Wells Fargo & Company upgraded shares of United Therapeutics from an “equal weight” rating to an “overweight” rating and boosted their price target for the stock from $575.00 to $735.00 in a research note on Thursday, May 7th. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of United Therapeutics in a report on Thursday, June 11th. Eleven investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $648.33.

United Therapeutics Price Performance

UTHR opened at $523.63 on Wednesday. The stock has a market cap of $22.23 billion, a P/E ratio of 19.33, a P/E/G ratio of 1.77 and a beta of 0.58. The stock’s 50 day simple moving average is $546.23 and its 200 day simple moving average is $532.01. United Therapeutics Corporation has a 1-year low of $272.12 and a 1-year high of $609.35.

United Therapeutics (NASDAQ:UTHR) last released its quarterly earnings results on Wednesday, May 6th. The biotechnology company reported $5.82 earnings per share (EPS) for the quarter, missing the consensus estimate of $7.00 by ($1.18). The firm had revenue of $781.50 million for the quarter, compared to analyst estimates of $797.40 million. United Therapeutics had a return on equity of 19.24% and a net margin of 40.62%.The company’s quarterly revenue was down 1.6% compared to the same quarter last year. During the same period last year, the firm earned $6.63 EPS. Research analysts expect that United Therapeutics Corporation will post 26.65 EPS for the current fiscal year.

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.