Insider Trading March 31, 2026

United Therapeutics CEO Executes $5.6M Share Sale, Exercises Options as Tyvaso Trial Spurs Analyst Revisions

Martine Rothblatt sold shares under a pre-set plan and exercised options the same day analysts lifted price targets after positive TETON-1 data

By Avery Klein UTHR
United Therapeutics CEO Executes $5.6M Share Sale, Exercises Options as Tyvaso Trial Spurs Analyst Revisions
UTHR

Martine Rothblatt, chairperson and CEO of United Therapeutics (UTHR), sold $5.6 million of company stock on March 30, 2026 under a pre-arranged 10b5-1 trading plan and exercised options to acquire additional shares the same day. The transactions come amid a wave of analyst updates following positive Phase 3 TETON-1 results for the company’s Tyvaso program targeting idiopathic pulmonary fibrosis.

Key Points

  • Martine Rothblatt sold 6,737 shares of United Therapeutics under a 10b5-1 plan on March 30, 2026, generating $5.6 million from the sales at prices between $581.74 and $602.7167.
  • On the same date Rothblatt exercised options for 9,500 shares at $146.03 per share, costing $1,387,285, and the 10b5-1 plan permits exercise of up to 1,734,410 options expiring March 17, 2027.
  • Positive Phase 3 TETON-1 data for Tyvaso prompted multiple analyst price-target increases and rating actions, with H.C. Wainwright, BofA Securities and Jefferies all raising targets and differing in ratings.

Transaction details

On March 30, 2026, Martine Rothblatt, who serves as Chairperson and CEO of United Therapeutics (NASDAQ: UTHR), completed a sale of company stock totaling $5.6 million. The disposition was carried out under an established 10b5-1 trading plan and comprised 6,737 shares of common stock sold at prices between $581.74 and $602.7167 per share.

Also on March 30, Rothblatt exercised stock options to acquire 9,500 shares of United Therapeutics common stock at an exercise price of $146.03 per share, resulting in an aggregate acquisition value of $1,387,285.


About the 10b5-1 plan and ownership

The 10b5-1 plan cited in the filings was adopted on November 7, 2025. Under its terms, it permits the exercise of up to 1,734,410 stock options that expire on March 17, 2027, and the plan will remain effective until the earlier of that exercise limit or December 31, 2026. Following the March 30 transactions, Rothblatt is recorded as directly owning 40,513 shares of United Therapeutics common stock. She also retains indirect ownership through a number of trusts.


Analyst reactions tied to clinical data

The stock transactions occurred against a backdrop of multiple analyst updates after United Therapeutics reported positive Phase 3 TETON-1 results for Tyvaso in idiopathic pulmonary fibrosis (IPF).

H.C. Wainwright raised its price target on United Therapeutics to $660 from $600 and kept a Buy rating, citing the TETON-1 data as a supportive factor for broader use of Tyvaso. BofA Securities increased its price target to $626 from $569 while maintaining a Neutral rating, describing the trial as a second confirmation of the drug’s efficacy in the IPF indication. Jefferies moved its price target materially higher to $733 from $668 and retained a Buy rating, noting an increased probability of success for the IPF indication based on the trial findings.

The TETON-1 study, which enrolled patients in the United States and Canada, was reported to have exceeded expectations from both investors and the covering firms. Jefferies additionally observed that these results compared favorably to the TETON-2 study conducted outside North America.


Context for investors

Investors seeking more detailed valuation and performance metrics on UTHR can consult the comprehensive Pro Research Report available for this and 1,400+ other U.S. equities on InvestingPro.

While the filings provide specific transaction amounts, option details and current direct ownership figures, they do not disclose any further trading intentions beyond the parameters of the disclosed 10b5-1 plan.

Risks

  • The 10b5-1 trading plan remains in effect until the earlier of the exercise limit or December 31, 2026, creating uncertainty about potential future option exercises and share sales - this affects the company’s equity capital structure and market supply.
  • Analyst coverage reflects differing perspectives despite higher price targets: some firms maintained Buy ratings while others stayed Neutral, indicating variation in investor interpretation of the TETON-1 data - this introduces uncertainty for market consensus in the healthcare and biotech sectors.
  • Comparisons between TETON-1 (U.S. and Canada) and TETON-2 (outside North America) were highlighted by analysts, suggesting geographic variability in trial outcomes that could affect the broader commercial outlook for Tyvaso in the pulmonary fibrosis market.

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