United Therapeutics Corporation $UTHR Shares Sold by Generali Asset Management SPA SGR

Generali Asset Management SPA SGR trimmed its holdings in United Therapeutics Corporation (NASDAQ:UTHR) by 35.7% in the fourth quarter, Holdings Channel.com reports. The fund owned 2,974 shares of the biotechnology company’s stock after selling 1,654 shares during the period. Generali Asset Management SPA SGR’s holdings in United Therapeutics were worth $1,449,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently bought and sold shares of the business. Darwin Global Management Ltd. acquired a new stake in United Therapeutics in the 3rd quarter valued at about $317,617,000. Baillie Gifford & Co. acquired a new stake in United Therapeutics in the 4th quarter valued at about $157,390,000. UBS Group AG lifted its holdings in United Therapeutics by 45.3% in the 4th quarter. UBS Group AG now owns 225,849 shares of the biotechnology company’s stock valued at $110,045,000 after acquiring an additional 70,445 shares during the last quarter. Soleus Capital Management L.P. lifted its holdings in United Therapeutics by 35.0% in the 2nd quarter. Soleus Capital Management L.P. now owns 209,794 shares of the biotechnology company’s stock valued at $60,284,000 after acquiring an additional 54,400 shares during the last quarter. Finally, Legal & General Group Plc lifted its holdings in United Therapeutics by 0.6% in the 3rd quarter. Legal & General Group Plc now owns 199,656 shares of the biotechnology company’s stock valued at $83,698,000 after acquiring an additional 1,137 shares during the last quarter. 94.08% of the stock is owned by institutional investors and hedge funds.

United Therapeutics News Summary

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

• Positive Sentiment: Investors are focusing on United Therapeutics’ pipeline and growth catalysts, especially encouraging Tyvaso data in IPF and optimism around ralinepag’s blockbuster potential, which could support future revenue growth. UTHR Q1 Earnings Miss Estimates, Shares Jump on Strong Outlook
• Positive Sentiment: Royal Bank of Canada kept an outperform rating and only slightly lowered its price target to $701 from $707, signaling continued confidence in upside from current levels. RBC lowers price target on UTHR
• Neutral Sentiment: United Therapeutics held its Q1 2026 earnings call, which investors are likely parsing for commentary on Tyvaso, ralinepag, and the company’s growth outlook. Q1 2026 Earnings Call Transcript
• Negative Sentiment: Q1 results missed estimates, with EPS of $5.82 versus expectations of $7.00 and revenue of $781.5 million versus $797.4 million expected; revenue also declined 1.6% year over year. Q1 2026 Financial Results
• Negative Sentiment: Insider selling may be weighing on sentiment: CEO Martine Rothblatt sold 9,500 shares and EVP Paul Mahon sold 8,300 shares, both sizable reductions in their holdings. Rothblatt SEC filing Mahon SEC filing

United Therapeutics Stock Performance

NASDAQ UTHR opened at $564.94 on Monday. The stock’s 50-day moving average price is $550.17 and its two-hundred day moving average price is $501.37. The company has a market cap of $23.98 billion, a PE ratio of 20.85, a PEG ratio of 1.80 and a beta of 0.60. United Therapeutics Corporation has a 1 year low of $272.12 and a 1 year high of $609.35.

United Therapeutics (NASDAQ:UTHR) last posted its quarterly earnings data 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 company 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%.United Therapeutics’s quarterly revenue was down 1.6% on a year-over-year basis. During the same quarter in the previous year, the firm posted $6.63 EPS. Research analysts forecast that United Therapeutics Corporation will post 27.4 EPS for the current fiscal year.

Analysts Set New Price Targets

A number of equities research analysts have weighed in on UTHR shares. Morgan Stanley set a $516.00 price target on shares of United Therapeutics in a report on Thursday. Jefferies Financial Group restated a “buy” rating on shares of United Therapeutics in a report on Monday, March 2nd. TD Cowen boosted their price objective on United Therapeutics from $575.00 to $660.00 and gave the stock a “buy” rating in a report on Monday, March 30th. Royal Bank Of Canada cut their price objective on United Therapeutics from $707.00 to $701.00 and set an “outperform” rating on the stock in a report on Thursday. Finally, Cantor Fitzgerald boosted their price objective on United Therapeutics from $525.00 to $625.00 and gave the stock an “overweight” rating in a report on Thursday, March 12th. Eleven investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $619.42.

Insider Activity at United Therapeutics

In other news, CEO Martine A. Rothblatt sold 9,500 shares of the stock in a transaction that occurred on Wednesday, May 6th. The shares were sold at an average price of $589.52, for a total value of $5,600,440.00. Following the completion of the sale, the chief executive officer directly owned 40,513 shares of the company’s stock, valued at $23,883,223.76. This represents a 19.00% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CFO James Edgemond sold 10,000 shares of the stock in a transaction that occurred on Monday, May 4th. The stock was sold at an average price of $576.93, for a total transaction of $5,769,300.00. Following the completion of the sale, the chief financial officer directly owned 18,876 shares of the company’s stock, valued at $10,890,130.68. This trade represents a 34.63% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 462,655 shares of company stock valued at $255,691,324 over the last ninety days. 10.30% of the stock is owned by company insiders.

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.