Cantor Fitzgerald Brokers Raise Earnings Estimates for UTHR

Key Points

• Cantor Fitzgerald has revised their FY2026 earnings per share estimate for United Therapeutics from $29.26 to $31.44, maintaining an "Overweight" rating with a price target of $405.
• United Therapeutics reported $6.41 earnings per share for its last quarter, missing expectations by $0.39, with a net margin of 40.36%.
• Several analysts have adjusted their price targets for United Therapeutics, with a consensus rating of "Moderate Buy" and an average target price of $379.69.

United Therapeutics Corporation (NASDAQ:UTHR - Free Report) - Cantor Fitzgerald boosted their FY2026 earnings estimates for shares of United Therapeutics in a report issued on Thursday, July 31st. Cantor Fitzgerald analyst O. Brayer now expects that the biotechnology company will post earnings per share of $31.44 for the year, up from their previous estimate of $29.26. Cantor Fitzgerald has a "Overweight" rating and a $405.00 price objective on the stock. The consensus estimate for United Therapeutics' current full-year earnings is $24.48 per share.

A number of other brokerages have also recently commented on UTHR. Bank of America decreased their price target on United Therapeutics from $321.00 to $315.00 and set a "neutral" rating on the stock in a research report on Wednesday, June 11th. Wells Fargo & Company cut their price objective on United Therapeutics from $314.00 to $295.00 and set an "equal weight" rating on the stock in a research note on Thursday, July 31st. Wall Street Zen lowered United Therapeutics from a "strong-buy" rating to a "buy" rating in a research note on Friday, May 2nd. JPMorgan Chase & Co. lowered their target price on United Therapeutics from $350.00 to $330.00 and set an "overweight" rating on the stock in a research report on Tuesday, July 8th. Finally, Morgan Stanley decreased their price target on United Therapeutics from $348.00 to $328.00 and set an "equal weight" rating for the company in a report on Thursday, July 10th. Four investment analysts have rated the stock with a hold rating and ten have issued a buy rating to the stock. According to MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and a consensus target price of $379.69.

United Therapeutics Trading Up 4.2%

Shares of NASDAQ:UTHR traded up $12.16 during mid-day trading on Monday, reaching $304.81. The stock had a trading volume of 1,142,273 shares, compared to its average volume of 560,610. The firm has a 50 day simple moving average of $297.83 and a two-hundred day simple moving average of $312.42. United Therapeutics has a twelve month low of $266.98 and a twelve month high of $417.82. The firm has a market cap of $13.75 billion, a PE ratio of 11.90, a price-to-earnings-growth ratio of 4.43 and a beta of 0.57.

United Therapeutics (NASDAQ:UTHR - Get Free Report) last announced its quarterly earnings results on Wednesday, July 30th. The biotechnology company reported $6.41 earnings per share (EPS) for the quarter, missing the consensus estimate of $6.80 by ($0.39). United Therapeutics had a net margin of 40.36% and a return on equity of 18.73%. The business had revenue of $798.60 million during the quarter, compared to the consensus estimate of $802.13 million. During the same period last year, the firm earned $5.85 EPS. The company's quarterly revenue was up 11.7% compared to the same quarter last year.

Insider Activity at United Therapeutics

In related news, Director Nilda Mesa sold 645 shares of the stock in a transaction that occurred on Tuesday, June 24th. The shares were sold at an average price of $289.99, for a total transaction of $187,043.55. Following the completion of the sale, the director directly owned 4,883 shares of the company's stock, valued at $1,416,021.17. This represents a 11.67% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CFO James Edgemond sold 12,000 shares of the company's stock in a transaction that occurred on Monday, June 9th. The shares were sold at an average price of $325.37, for a total transaction of $3,904,440.00. Following the completion of the transaction, the chief financial officer owned 8,118 shares in the company, valued at approximately $2,641,353.66. This represents a 59.65% decrease in their position. The disclosure for this sale can be found here. Insiders sold a total of 70,681 shares of company stock worth $21,318,359 over the last quarter. Company insiders own 10.30% of the company's stock.

Institutional Investors Weigh In On United Therapeutics

Hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Chung Wu Investment Group LLC bought a new position in shares of United Therapeutics in the second quarter worth about $29,000. SVB Wealth LLC bought a new stake in shares of United Therapeutics during the 1st quarter worth $32,000. Dunhill Financial LLC increased its holdings in United Therapeutics by 100.0% in the 4th quarter. Dunhill Financial LLC now owns 100 shares of the biotechnology company's stock worth $35,000 after acquiring an additional 50 shares during the last quarter. Geneos Wealth Management Inc. increased its holdings in United Therapeutics by 141.7% in the 1st quarter. Geneos Wealth Management Inc. now owns 145 shares of the biotechnology company's stock worth $45,000 after acquiring an additional 85 shares during the last quarter. Finally, Sound Income Strategies LLC purchased a new position in United Therapeutics during the 1st quarter valued at about $49,000. Institutional investors and hedge funds own 94.08% of the company's stock.

About United Therapeutics

United Therapeutics Corporation, a biotechnology company, engages in the development and commercialization of products to address the unmet medical needs of patients with chronic and life-threatening diseases in the United States and internationally. The company offers Tyvaso DPI, an inhaled dry powder via pre-filled and single-use cartridges; Tyvaso, an inhaled solution via ultrasonic nebulizer; Remodulin (treprostinil) injection to treat patients with pulmonary arterial hypertension (PAH) to diminish symptoms associated with exercise; Orenitram, a tablet dosage form of treprostinil, to delay disease progression and improve exercise capacity in PAH patients; and Adcirca, an oral PDE-5 inhibitor to enhance the exercise ability in PAH patients.