United Therapeutics (NASDAQ:UTHR) Posts Earnings Results, Beats Expectations By $0.41 EPS

Posted by Brenda Bartman on Aug 5th, 2026

United Therapeutics (NASDAQ:UTHR – Get Free Report) released its quarterly earnings data on Wednesday. The biotechnology company reported $7.27 EPS for the quarter, beating analysts’ consensus estimates of $6.86 by $0.41, Briefing.com reports. United Therapeutics had a return on equity of 19.24% and a net margin of 40.62%.During the same period in the prior year, the firm earned $6.41 earnings per share. The firm’s quarterly revenue was down 1.9% on a year-over-year basis.

Here are the key takeaways from United Therapeutics’ conference call:

Positive Sentiment: United Therapeutics reported highly statistically significant results for the ADVANCE OUTCOMES study of ralinepag in PAH and submitted an NDA to the FDA, viewing the once-daily oral prostacyclin as a potential multibillion-dollar opportunity.
Positive Sentiment: The company submitted an sNDA for nebulized Tyvaso in IPF after positive TETON results, with a potential 2027 approval; enrollment in the larger TETON PPF study is also nearly complete.
Negative Sentiment: Second-quarter revenue was approximately $783 million, essentially flat sequentially and below management’s expectations. The company did not reaffirm or update its 2026 revenue-growth outlook, while nebulized Tyvaso remained pressured by increased competition.
Positive Sentiment: Tyvaso DPI patient starts, referrals, total patients, and commercial patients reached record levels exiting the quarter, and a roughly doubled sales force began entering the field in July to improve physician reach and support second-half performance.
Neutral Sentiment: United Therapeutics continues to advance its xenotransplantation pipeline, including UKidney, UThymoKidney, and EXPRESS-UHeart studies, while completing construction of commercial-scale facilities in Minnesota and Texas; however, these programs remain clinical-stage opportunities.

United Therapeutics Price Performance

Shares of United Therapeutics stock traded up $1.18 on Wednesday, hitting $519.86. The company had a trading volume of 460,344 shares, compared to its average volume of 484,647. The stock has a 50-day moving average of $541.40 and a 200-day moving average of $533.37. United Therapeutics has a twelve month low of $292.34 and a twelve month high of $609.35. The firm has a market capitalization of $22.07 billion, a P/E ratio of 19.19, a P/E/G ratio of 1.73 and a beta of 0.59.

Wall Street Analysts Forecast Growth

UTHR has been the topic of a number of recent analyst reports. TD Cowen restated a “buy” rating on shares of United Therapeutics in a report on Thursday, May 21st. Bank of America cut their price target on shares of United Therapeutics from $620.00 to $613.00 and set a “neutral” rating on the stock in a research report on Friday, July 10th. Weiss Ratings cut shares of United Therapeutics from a “buy (b)” rating to a “buy (b-)” rating in a report on Friday. Wells Fargo & Company raised shares of United Therapeutics from an “equal weight” rating to an “overweight” rating and upped their target price for the company from $575.00 to $735.00 in a research note on Thursday, May 7th. Finally, Royal Bank Of Canada increased their target price on shares of United Therapeutics from $701.00 to $704.00 and gave the stock an “outperform” rating in a report on Tuesday, July 7th. Eleven research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat.com, United Therapeutics presently has a consensus rating of “Moderate Buy” and an average price target of $648.33.

Get Our Latest Stock Report on United Therapeutics

United Therapeutics News Summary

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

Positive Sentiment: United Therapeutics reported second-quarter EPS of $7.27, above analyst estimates ranging from $6.82 to $6.86 and up from $6.41 a year earlier. Net income also increased, supported by the company’s strong profitability, including a 40.62% net margin. United Therapeutics Q2 Net Income Rises, Revenue Falls
Positive Sentiment: Management highlighted regulatory progress, including the submission of two important new drug applications in rare pulmonary disease. Investors may view the filings as potential catalysts for future growth beyond the company’s existing pulmonary arterial hypertension franchise. United Therapeutics Corporation Reports Second Quarter 2026 Financial Results
Neutral Sentiment: Second-quarter revenue declined approximately 2% year over year to $783.3 million, from $798.6 million. The sales contraction offsets some of the benefit from the earnings beat and suggests investors will continue monitoring product demand and revenue growth. United Therapeutics Second-Quarter Results
Negative Sentiment: CEO Martine Rothblatt sold 9,500 shares for approximately $4.9 million, reducing her direct ownership by 2.84%. The transaction is relatively small compared with her remaining stake, but insider selling can create a modest negative signal for sentiment. United Therapeutics CEO Stock Sale Filing

Insiders Place Their Bets

In related news, CEO Martine A. Rothblatt sold 9,500 shares of the business’s stock in a transaction on Monday, August 3rd. The shares were sold at an average price of $516.06, for a total value of $4,902,570.00. Following the sale, the chief executive officer directly owned 324,443 shares of the company’s stock, valued at approximately $167,432,054.58. The trade was a 2.84% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, Director Jan Malcolm sold 325 shares of the company’s stock in a transaction on Friday, July 10th. The stock was sold at an average price of $550.59, for a total transaction of $178,941.75. Following the completion of the transaction, the director directly owned 450 shares of the company’s stock, valued at approximately $247,765.50. The trade was a 41.94% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 492,833 shares of company stock worth $272,358,897. 8.60% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

A number of hedge funds have recently modified their holdings of UTHR. Principal Securities Inc. lifted its stake in United Therapeutics by 4.7% in the 4th quarter. Principal Securities Inc. now owns 686 shares of the biotechnology company’s stock valued at $334,000 after acquiring an additional 31 shares in the last quarter. WealthCollab LLC raised its holdings in shares of United Therapeutics by 55.9% in the second quarter. WealthCollab LLC now owns 106 shares of the biotechnology company’s stock valued at $30,000 after purchasing an additional 38 shares during the last quarter. Rakuten Securities Inc. raised its holdings in shares of United Therapeutics by 76.7% in the second quarter. Rakuten Securities Inc. now owns 106 shares of the biotechnology company’s stock valued at $30,000 after purchasing an additional 46 shares during the last quarter. Wilmington Savings Fund Society FSB lifted its position in shares of United Therapeutics by 125.6% in the third quarter. Wilmington Savings Fund Society FSB now owns 88 shares of the biotechnology company’s stock worth $37,000 after purchasing an additional 49 shares in the last quarter. Finally, Meeder Advisory Services Inc. lifted its position in shares of United Therapeutics by 8.5% in the fourth quarter. Meeder Advisory Services Inc. now owns 635 shares of the biotechnology company’s stock worth $310,000 after purchasing an additional 50 shares in the last quarter. 94.08% of the stock is currently owned by institutional investors.

About United Therapeutics

(Get Free Report)

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.