Leerink Partnrs Issues Negative Forecast for UTHR Earnings

Key Points

• Leerink Partners has revised its forecast for United Therapeutics, lowering its Q3 2025 earnings estimate from $7.31 to $6.93 per share.
• Despite the negative outlook, United Therapeutics has been rated as a "Moderate Buy" by analysts, with an average target price of $379.69.
• Recent quarterly earnings showed the company reported $6.41 EPS, missing expectations and indicating a revenue increase of 11.7% year-over-year.

United Therapeutics Corporation (NASDAQ:UTHR - Free Report) - Analysts at Leerink Partnrs dropped their Q3 2025 earnings estimates for shares of United Therapeutics in a report issued on Wednesday, July 30th. Leerink Partnrs analyst R. Ruiz now expects that the biotechnology company will post earnings per share of $6.93 for the quarter, down from their previous forecast of $7.31. The consensus estimate for United Therapeutics' current full-year earnings is $24.48 per share. Leerink Partnrs also issued estimates for United Therapeutics' FY2027 earnings at $28.37 EPS and FY2028 earnings at $29.73 EPS.

Other analysts have also issued reports about the stock. Cantor Fitzgerald began coverage on shares of United Therapeutics in a research report on Monday, June 2nd. They issued an "overweight" rating and a $405.00 price target on the stock. JPMorgan Chase & Co. reduced their price objective on shares of United Therapeutics from $350.00 to $330.00 and set an "overweight" rating for the company in a report on Tuesday, July 8th. Morgan Stanley reduced their price objective on shares of United Therapeutics from $348.00 to $328.00 and set an "equal weight" rating for the company in a report on Thursday, July 10th. UBS Group reduced their price objective on shares of United Therapeutics from $410.00 to $385.00 and set a "buy" rating for the company in a report on Monday, June 30th. Finally, HC Wainwright set a $400.00 price objective on shares of United Therapeutics and gave the stock a "buy" rating in a report on Thursday. Four investment analysts have rated the stock with a hold rating and ten have issued a buy rating to the stock. According to data from MarketBeat, the company presently has an average rating of "Moderate Buy" and an average target price of $379.69.

United Therapeutics Price Performance

NASDAQ UTHR opened at $294.28 on Monday. The firm has a market capitalization of $13.27 billion, a price-to-earnings ratio of 11.49, a P/E/G ratio of 4.43 and a beta of 0.57. The company's fifty day moving average is $298.13 and its two-hundred day moving average is $312.88. United Therapeutics has a 52-week low of $266.98 and a 52-week high of $417.82.

United Therapeutics (NASDAQ:UTHR - Get Free Report) last posted 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). The company had revenue of $798.60 million during the quarter, compared to analyst estimates of $802.13 million. United Therapeutics had a return on equity of 18.73% and a net margin of 40.36%. The business's revenue for the quarter was up 11.7% on a year-over-year basis. During the same quarter in the prior year, the business earned $5.85 earnings per share.

Institutional Inflows and Outflows

Institutional investors have recently bought and sold shares of the company. Allianz Asset Management GmbH grew its holdings in United Therapeutics by 96.9% during the first quarter. Allianz Asset Management GmbH now owns 67,576 shares of the biotechnology company's stock valued at $20,832,000 after purchasing an additional 33,254 shares during the period. Cerity Partners LLC grew its holdings in United Therapeutics by 30.4% during the fourth quarter. Cerity Partners LLC now owns 11,588 shares of the biotechnology company's stock valued at $4,098,000 after purchasing an additional 2,702 shares during the period. Mirae Asset Global Investments Co. Ltd. grew its holdings in United Therapeutics by 11.4% during the first quarter. Mirae Asset Global Investments Co. Ltd. now owns 3,678 shares of the biotechnology company's stock valued at $1,129,000 after purchasing an additional 376 shares during the period. Concurrent Investment Advisors LLC acquired a new position in United Therapeutics during the first quarter valued at approximately $227,000. Finally, Nepsis Inc. grew its holdings in United Therapeutics by 6.7% during the first quarter. Nepsis Inc. now owns 58,574 shares of the biotechnology company's stock valued at $18,057,000 after purchasing an additional 3,653 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 news, Director Nilda Mesa sold 645 shares of United Therapeutics 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 owned 4,883 shares in the company, valued at $1,416,021.17. The trade was a 11.67% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, EVP Paul A. Mahon sold 11,000 shares of United Therapeutics stock in a transaction that occurred on Thursday, July 24th. The stock was sold at an average price of $304.11, for a total transaction of $3,345,210.00. Following the sale, the executive vice president owned 36,781 shares of the company's stock, valued at approximately $11,185,469.91. This represents a 23.02% decrease in their position. The disclosure for this sale can be found here. Insiders have sold 70,681 shares of company stock worth $21,318,359 in the last 90 days. Corporate insiders own 10.30% of the company's stock.

United Therapeutics Company Profile

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.

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