UTHR UNITED THERAPEUTICS Corp

NEUTRAL Impact: 2/10 Insider Cluster (3 insiders)
Horizon days Filed May 7, 2026 Processed 28d 10h ago
Insider cluster: 3 insiders, $1.4M total
Latest settled — T+20d
UTHR ▼ -3.08% at T+20d
NEUTRAL call ✗ call lost -3.08% · α vs SPY -6.22% · entry $566.94 → $549.47
Next anchor: T+60d in 7w
Last close $544.69 (close Jun 8) · -3.93% from $566.94 entry
Entry anchored
May 6, 03:59 PM ET
via Databento tick
T+1d
-0.44%
call -0.44% · α -1.27%
$564.44
settled 5w ago
T+5d
+2.22%
call +2.22% · α +0.72%
$579.54
settled 28d ago
T+20d
-3.08%
call -3.08% · α -6.22%
$549.47
settled 6d ago
T+60d
call — · α —
in 7w

Price Chart

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Executive Summary

Three top executives at United Therapeutics (CEO, CFO, General Counsel) executed option exercises and sold a portion of the resulting shares in the week following the company's Q1 2026 earnings release. Total open-market sales were $1.44M, or ~0.006% of the $24.2B market cap — a trivial amount relative to company size. The sales appear to be routine tax- and cash-management transactions tied to option exercises, not a signal of deteriorating fundamentals.

Key Financial Metrics

Direction
selling
Total Value
$1.4M
Insiders
3

Actionable Insight

The insider sales are de minimis relative to market cap and are clearly tied to option exercise programs. No bearish signal. Monitor the next 10-Q for any change in Tyvaso DPI growth trajectory or competitive dynamics in inhaled prostacyclins.

Key Facts

  • Total open-market sales by 3 insiders: $1.44M (0.006% of market cap)
  • CEO Martine Rothblatt sold 2,871 shares for $1.63M across 4 trades, but also exercised options on 38,000 shares (mostly non-cash)
  • CFO James Edgemond sold 1,849 shares for $1.05M, while exercising options on 20,000 shares
  • EVP Paul Mahon sold 80 shares for $46.6K, exercising options on 8,300 shares
  • All sales occurred after the May 6 earnings release, which showed a 2% revenue decline and 15% net income decline YoY
  • The cluster is 6 days post-earnings — insiders were cleared to trade after the public release of results

Financial Impact

Open-market sales of $1.44M represent 0.006% of $24.2B market cap — immaterial

insider ownershipfloat

Risk Factors

  • Q1 revenue declined 2% YoY and net income fell 15% — continued erosion in Nebulized Tyvaso and Remodulin could pressure future results
  • Cost of sales surged 44% YoY, partly due to a $26.8M inventory reserve from a commercial supply agreement

Market Snapshot

Exchange
Nasdaq
Sector
Pharmaceutical Preparations
Analyst Consensus
77% bullish (22 analysts)

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-UTHR-1778621182895
50 reports for UTHR
Performance horizon
75% Hit rate 3 of 4 directional calls best @ T+60▲ +5.53%Feb 25, 2026
Filters
Rows
Reports for UTHR — sortable, filterable
Type Now
Jun 9, 2026
today
Insider Cluster
NEUTRAL ★ 2/10
$553.04 awaiting T+1awaiting T+1$544.69 (−1.51%)
Jun 5, 2026
4d ago
Insider Cluster
NEUTRAL ★ 2/10
$547.10 awaiting T+1awaiting T+1$544.69 (−0.44%)
Jun 4, 2026
5d ago
Insider Cluster
NEUTRAL ★ 3/10
$547.10 awaiting T+1awaiting T+1$544.69 (−0.44%)
Jun 4, 2026
5d ago
Insider Cluster
NEUTRAL ★ 2/10
$547.10 awaiting T+1awaiting T+1$544.69 (−0.44%)
Jun 3, 2026
6d ago
Insider Cluster
NEUTRAL ★ 2/10
$547.22 $546.37▼ −0.16%▲ +2.44%$544.69 (−0.46%)
May 29, 2026
11d ago
Insider Cluster
NEUTRAL ★ 2/10
$544.45 $539.91▼ −0.83%▼ −0.98%$544.69 (+0.04%)
May 28, 2026
12d ago
Insider Cluster
NEUTRAL ★ 3/10
$553.34 $544.45▼ −1.61%▼ −1.86%$544.69 (−1.56%)
May 27, 2026
13d ago
Insider Cluster
NEUTRAL ★ 2/10
$561.70 $553.34▼ −1.49%▼ −1.73%$544.69 (−3.03%)
May 26, 2026
14d ago
Insider Cluster
NEUTRAL ★ 3/10
$567.74 $561.70▼ −1.06%▼ −1.62%$544.69 (−4.06%)
May 26, 2026
14d ago
Insider Cluster
NEUTRAL ★ 2/10
$567.74 $561.70▼ −1.06%▼ −1.62%$544.69 (−4.06%)
Showing 10 of 50

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