UTHR United Therapeutics Corporation

neutral track record → $578.54 +0.91 (+0.2%)
Mkt Cap $25B P/E 20.5 fwd 16.8 52wk $272.12 - $607.89 Earnings 2026-04-29 1d ago
Insider selling: $365,756,864 sold by 11 insiders (30d)
Est. revisions: +0.2%
Backed by structured data (insider trades, analyst ratings, or filings)
Factor Model & Position History (net -1.4)

Factor Model

net -1.4 3.2 / 10
Est. Revisions
+0.0
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
-1.0
Narrative Gap
+0.0

Morgan Stanley lifts UTHR target to $519

Watch: Focus on Q1 earnings and pivotal trial results from ADVANCE OUTCOMES and TETON-1 to clarify growth trajectory and re-assess valuation.

Full analysis

Morgan Stanley raised United Therapeutics' price target to $519 from $471, reflecting updated market trends ahead of Q1 earnings release. The analyst kept an Equal Weight rating. Insider selling by Michael Benkowitz topped $58 million at share prices from $456 to $519 amid decelerating revenue growth of 7.4% YoY and a downtrending stock. This highlights tension between analyst optimism on valuation and insider disposition amid weakening commercial momentum.

The raised price target indicates some bullish valuation adjustment, but strong insider selling amid revenue deceleration signals caution on near-term growth prospects.

Evidence

1d ago Insider sell by BENKOWITZ MICHAEL (UTHR): $11,572,963
1d ago Insider sell by BENKOWITZ MICHAEL (UTHR): $11,312,710
1d ago Insider sell by BENKOWITZ MICHAEL (UTHR): $10,788,876
1d ago Insider sell by BENKOWITZ MICHAEL (UTHR): $14,277,114
1d ago Insider sell by BENKOWITZ MICHAEL (UTHR): $10,596,429
1d ago Insider sell by BENKOWITZ MICHAEL (UTHR): $10,679,686
1d ago Insider sell by BENKOWITZ MICHAEL (UTHR): $10,816,956
1d ago Insider sell by BENKOWITZ MICHAEL (UTHR): $11,166,722
7 older signals
3d ago United Therapeutics price target raised to $519 from $471 at Morgan Stanley
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41d ago These Analysts Slash Their Forecasts On GeneDx After Q4 Results
48d ago These Analysts Increase Their Forecasts On United Therapeutics After Upbeat Q4 Earnings
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Fundamentals & Data ▾
United Therapeutics Corporation Healthcare · Drug Manufacturers - Specialty & Generic
Mkt Cap
$25B
P/E
20.5 fwd 16.8
Beta
0.75
52w Range
$272.12 - $607.89
Short Interest
2.8M 8.61%
Days to Cover
5.6 +54%
Technicals downtrend
from 52w Hi
-0.5%
1w return
+2.3%
Insiders
selling 0B / 16S
EPS Estimate
$6.78 +0.2% 30d 0up / 3dn
Est. Dispersion
21% 12 analysts
Analyst Target
$644 $519 - $733
Options P/C
1.33
Insider Cluster
strong sell 0B / 8S
Fund Convergence
strong D.E. Shaw, Renaissance, Citadel, Bridgewater
Financials
Revenue
$790M +7% YoY
FCF
$173M
Gross Margin
87%
Op Margin
45%
Momentum: decelerating
Top Holders
D.E. Shaw $1.2B
Renaissance $930M
Citadel $149M
Bridgewater $31M
Recent Filings & Data
insider trade 107
net selling · $365,756,864 sold
11 insiders · 107 transactions (30d)
Recent transactions
ROTHBLATT MARTINE A · sell · $5,489,819
ROTHBLATT MARTINE A · exercise · $1,387,285
EDGEMOND JAMES · sell · $5,778,922
EDGEMOND JAMES · exercise · $1,354,200
ROTHBLATT MARTINE A · sell · $5,514,306
ROTHBLATT MARTINE A · sell · $5,358,116
ROTHBLATT MARTINE A · sell · $5,304,905
EDGEMOND JAMES · sell · $5,583,999
MAHON PAUL A · sell · $4,696,690
MAHON PAUL A · exercise · $1,212,049
ROTHBLATT MARTINE A · sell · $5,333,053
EDGEMOND JAMES · sell · $5,614,984
ROTHBLATT MARTINE A · sell · $5,525,526
ROTHBLATT MARTINE A · sell · $5,564,709
CAUSEY CHRISTOPHER · sell · $786,032
CAUSEY CHRISTOPHER · exercise · $155,688
ROTHBLATT MARTINE A · sell · $5,610,564
EDGEMOND JAMES · sell · $5,931,683
ROTHBLATT MARTINE A · sell · $5,006,100
ROTHBLATT MARTINE A · sell · $5,090,216
THOMPSON TOMMY G · sell · $1,078,332
THOMPSON TOMMY G · exercise · $203,600
EDGEMOND JAMES · sell · $5,359,005
ROTHBLATT MARTINE A · sell · $5,165,475
ROTHBLATT MARTINE A · sell · $5,028,919
OLIAN JUDY D. · sell · $106,000
ROTHBLATT MARTINE A · sell · $5,006,558
EDGEMOND JAMES · sell · $5,274,802
ROTHBLATT MARTINE A · sell · $4,987,387
MAHON PAUL A · sell · $4,398,611
ROTHBLATT MARTINE A · sell · $5,023,884
ROTHBLATT MARTINE A · sell · $5,031,118
ROTHBLATT MARTINE A · sell · $5,099,104
MALCOLM JAN · sell · $24,008
OLIAN JUDY D. · sell · $107,088
ROTHBLATT MARTINE A · sell · $5,109,148
ROTHBLATT MARTINE A · sell · $5,072,019
MAHON PAUL A · other
ROTHBLATT MARTINE A · sell · $5,110,967
ROTHBLATT MARTINE A · other
EDGEMOND JAMES · other
BENKOWITZ MICHAEL · other
ROTHBLATT MARTINE A · sell · $5,125,647
ROTHBLATT MARTINE A · sell · $5,127,273
ROTHBLATT MARTINE A · sell · $4,921,275
OLIAN JUDY D. · sell · $102,000
ROTHBLATT MARTINE A · sell · $4,537,853
MAHON PAUL A · sell · $4,010,187
ROTHBLATT MARTINE A · sell · $4,603,232
KURZWEIL RAYMOND C · sell · $2,401,088
KURZWEIL RAYMOND C · exercise · $499,838
CAUSEY CHRISTOPHER · sell · $9,803
CAUSEY CHRISTOPHER · exercise · $2,395
ROTHBLATT MARTINE A · sell · $4,654,129
THOMPSON TOMMY G · sell · $978,839
ROTHBLATT MARTINE A · sell · $4,744,467
MALCOLM JAN · sell · $25,460
ROTHBLATT MARTINE A · sell · $4,896,019
OLIAN JUDY D. · sell · $101,910
CAUSEY CHRISTOPHER · sell · $520,000
CAUSEY CHRISTOPHER · exercise · $119,760
BENKOWITZ MICHAEL · sell · $6,817,499
BENKOWITZ MICHAEL · exercise · $1,843,642
MAHON PAUL A · sell · $3,953,588
BENKOWITZ MICHAEL · sell · $10,816,956
BENKOWITZ MICHAEL · exercise · $2,872,226
MALCOLM JAN · sell · $23,734
BENKOWITZ MICHAEL · sell · $10,679,686
MAHON PAUL A · sell · $4,010,940
MALCOLM JAN · sell · $23,712
BENKOWITZ MICHAEL · sell · $10,596,429
BENKOWITZ MICHAEL · sell · $14,277,114
BENKOWITZ MICHAEL · exercise · $4,022,212
BENKOWITZ MICHAEL · sell · $6,795,627
BENKOWITZ MICHAEL · exercise · $2,135,689
MALCOLM JAN · sell · $23,049
MAHON PAUL A · sell · $3,900,122
BENKOWITZ MICHAEL · sell · $10,788,876
CAUSEY CHRISTOPHER · sell · $510,000
BENKOWITZ MICHAEL · sell · $3,838,085
BENKOWITZ MICHAEL · exercise · $1,149,986
BENKOWITZ MICHAEL · sell · $7,127,877
BENKOWITZ MICHAEL · exercise · $1,722,240
MALCOLM JAN · sell · $24,750
CAUSEY CHRISTOPHER · sell · $500,015
MAHON PAUL A · sell · $4,029,076
BENKOWITZ MICHAEL · sell · $11,312,710
MAHON PAUL A · sell · $5,644,954
MAHON PAUL A · exercise · $1,606,330
MALCOLM JAN · sell · $25,606
SULLIVAN LOUIS W · sell · $3,047,201
SULLIVAN LOUIS W · exercise · $1,219,339
BENKOWITZ MICHAEL · sell · $11,572,963
ROTHBLATT MARTINE A · sell · $5,053,778
ROTHBLATT MARTINE A · exercise · $1,202,600
THOMPSON TOMMY G · sell · $455,533
THOMPSON TOMMY G · exercise · $92,638
ROTHBLATT MARTINE A · sell · $3,952,689
ROTHBLATT MARTINE A · exercise · $962,080
PATUSKY CHRISTOPHER · sell · $495,954
PATUSKY CHRISTOPHER · exercise · $101,800
EDGEMOND JAMES · sell · $1,742,193
EDGEMOND JAMES · exercise · $513,588
BENKOWITZ MICHAEL · sell · $11,166,722
ROTHBLATT MARTINE A · sell · $5,408,194
ROTHBLATT MARTINE A · sell · $5,461,199
EDGEMOND JAMES · sell · $5,748,802
ⓘ Filing analysis pending — next scan runs every 12 hours
ⓘ Transcript analysis coming soon
15 signals · latest 1d ago

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