UTHR United Therapeutics Corporation

neutral track record → $578.43 +10.00 (+1.8%)
Mkt Cap $24B P/E 21.0 fwd 17.1 52wk $272.12 - $609.35 47d ago
Insider selling: $171,521,061 sold by 5 insiders (30d)
Est. revisions: -0.4% (5 up, 4 down in 30d)
Factor Model (net -0.3)

Factor Model

net -0.3 1.3 / 10
Est. Revisions
-0.1
Insider Activity
+0.0
Momentum
-0.2
Analyst Rev.
+0.2
Narrative Gap
-0.5

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.

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

23d ago RBC Capital main UTHR: Outperform → Outperform
24d ago Wells Fargo up UTHR: Equal-Weight → Overweight
44d ago Insider sell by ROTHBLATT MARTINE A (UTHR): $11,057,621
48d ago Insider sell by BENKOWITZ MICHAEL (UTHR): $11,572,963
48d ago Insider sell by BENKOWITZ MICHAEL (UTHR): $11,312,710
48d ago Insider sell by BENKOWITZ MICHAEL (UTHR): $10,788,876
48d ago Insider sell by BENKOWITZ MICHAEL (UTHR): $14,277,114
48d ago Insider sell by BENKOWITZ MICHAEL (UTHR): $10,596,429
7 older signals
48d ago Insider sell by BENKOWITZ MICHAEL (UTHR): $10,679,686
48d ago Insider sell by BENKOWITZ MICHAEL (UTHR): $10,816,956
48d ago Insider sell by BENKOWITZ MICHAEL (UTHR): $11,166,722
49d ago United Therapeutics price target raised to $519 from $471 at Morgan Stanley
62d ago Market Close Report - Monday, March 30, 2026
62d ago Stocks making the biggest moves midday: Fannie Mae, Boston Scientific, Blackstone, Palo Alto Networks and more
63d ago Is MannKind Corporation (MNKD) One of the Popular Penny Stocks on Robinhood to Buy?
Fundamentals & Data ▾
United Therapeutics Corporation Healthcare · Drug Manufacturers - Specialty & Generic
Mkt Cap
$24B
P/E
21.0 fwd 17.1
Beta
0.59
52w Range
$272.12 - $609.35
Short Interest
2.4M 6.75%
Days to Cover
4.3 -14%
Technicals mixed
vs 20d MA
+1.0%
from 52w Hi
-3.1%
Vol (20d)
27%
1w return
+2.0%
1m return
+2.0%
Vol ratio
1.1x
Insiders
selling 0B / 18S
Analysts
bullish 1 up / 0 down
EPS Estimate
$6.96 -0.4% 30d 5up / 4dn
Est. Dispersion
24% 12 analysts
Analyst Target
$665 $516 - $750
Options P/C
0.82
Insider Cluster
strong sell 0B / 4S
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 $1.1B
Citadel $149M
Bridgewater $31M
Recent Filings & Data
insider trade 36
net selling · $171,521,061 sold
5 insiders · 36 transactions (30d)
Recent transactions
EDGEMOND JAMES · sell · $5,641,130
PATUSKY CHRISTOPHER · exercise · $296,238
EDGEMOND JAMES · sell · $5,723,438
ROTHBLATT MARTINE A · sell · $5,437,340
ROTHBLATT MARTINE A · sell · $5,365,678
EDGEMOND JAMES · sell · $5,688,319
ROTHBLATT MARTINE A · sell · $5,403,684
ROTHBLATT MARTINE A · sell · $5,396,353
EDGEMOND JAMES · sell · $5,726,062
ROTHBLATT MARTINE A · sell · $5,439,991
ROTHBLATT MARTINE A · sell · $5,420,472
EDGEMOND JAMES · sell · $5,769,338
ROTHBLATT MARTINE A · sell · $5,481,232
ROTHBLATT MARTINE A · sell · $5,359,011
PATUSKY CHRISTOPHER · sell · $1,655,790
MAHON PAUL A · sell · $4,870,054
ROTHBLATT MARTINE A · sell · $5,600,468
ROTHBLATT MARTINE A · sell · $5,474,240
ROTHBLATT MARTINE A · sell · $5,367,044
ROTHBLATT MARTINE A · sell · $5,496,084
EDGEMOND JAMES · sell · $5,730,317
EDGEMOND JAMES · sell · $5,785,775
ROTHBLATT MARTINE A · sell · $5,494,563
MESA NILDA · sell · $150,139
ROTHBLATT MARTINE A · sell · $5,444,417
ROTHBLATT MARTINE A · sell · $5,497,166
ROTHBLATT MARTINE A · sell · $5,457,566
EDGEMOND JAMES · sell · $5,744,746
EDGEMOND JAMES · exercise · $1,221,750
EDGEMOND JAMES · sell · $5,673,098
ROTHBLATT MARTINE A · sell · $5,397,077
ROTHBLATT MARTINE A · sell · $5,395,399
ROTHBLATT MARTINE A · sell · $5,386,857
MAHON PAUL A · sell · $4,671,399
ROTHBLATT MARTINE A · sell · $5,376,814
EDGEMOND JAMES · exercise · $1,177,600
analyst rating 1
Wells Fargo up → Overweight 24d ago
15 signals · latest 23d ago

Keep reading the market

Direction shifts, insider clusters, filing red flags, and earnings call changes stay published on the site.

All stocks → Track record → How it works →