Insider Trading March 26, 2026

United Therapeutics Director Disposes $1.1M in Stock as Company Advances Clinical and Capital Moves

Tommy G Thompson sold nearly 2,000 shares while also exercising options; buyback program and trial data shape analyst views

By Nina Shah UTHR
United Therapeutics Director Disposes $1.1M in Stock as Company Advances Clinical and Capital Moves
UTHR

United Therapeutics director Tommy G Thompson sold 1,999 shares of company common stock on March 26, 2026, realizing roughly $1.1 million. On the same day he exercised options to acquire 2,000 shares at $101.80 each. The stock sits close to its 52-week high amid a recent $2 billion repurchase program and positive Phase 3 clinical results reported from TETON-2.

Key Points

  • Director Tommy G Thompson sold 1,999 shares on March 26, 2026, receiving about $1.1 million with sale prices between $537.6192 and $540.175.
  • Thompson exercised options to acquire 2,000 shares at $101.80 per share, totaling $203,600.
  • United Therapeutics announced a $2 billion buyback program, consisting of a $1.5 billion accelerated share repurchase with Citibank and an additional $500 million discretionary authorization; analysts responded by maintaining or raising price targets.
  • Phase 3 TETON-2 data for nebulized Tyvaso showed a statistically significant improvement in lung function versus placebo over 52 weeks, per publication in the New England Journal of Medicine.

Transaction specifics

Director Tommy G Thompson executed a sale of United Therapeutics (NASDAQ: UTHR) common stock on March 26, 2026, disposing of 1,999 shares for a total that equates to approximately $1.1 million. The price per share in the reported sale ranged from $537.6192 to $540.175.

Concurrent option exercise

On the same date, Thompson exercised stock options to buy 2,000 shares of United Therapeutics common stock at an exercise price of $101.80 per share, for an aggregate purchase value of $203,600.

Market context

United Therapeutics shares have traded near a 52-week high of $549.50 and have recorded a 74% increase over the prior 12-month period. Separately, InvestingPro analysis noted that the stock currently appears slightly overvalued relative to its Fair Value and that 14 additional ProTips are available to subscribers.

Corporate capital actions and analyst response

The company recently announced a $2 billion stock repurchase program. That program includes an initial $1.5 billion accelerated share repurchase agreement with Citibank and a further $500 million that the company may deploy for additional repurchases at its discretion. The announcement prompted reaffirmations and updates from equity analysts: TD Cowen reiterated a Buy rating with a $575 price target, while Cantor Fitzgerald raised its price target to $625 and maintained an Overweight rating, citing expectations tied to the company’s TETON-1 trial in its outlook.

Clinical data

Adding to the company’s recent newsflow, the New England Journal of Medicine published results from United Therapeutics’ phase 3 TETON-2 study evaluating nebulized Tyvaso for idiopathic pulmonary fibrosis. The study met its primary endpoint, demonstrating a statistically significant improvement in lung function versus placebo over a 52-week period.

What this collection of events indicates

The insider sale and option exercise occurred against a backdrop of strong share price performance, a substantial share repurchase authorization, analyst optimism on upcoming trial readouts, and positive Phase 3 data publication. Together these facts outline the current factual landscape without drawing causal links beyond the reported actions and disclosures.


Note: All transaction figures, analyst ratings, trial results, and program sizes are reported as disclosed; no additional extrapolation is made.

Risks

  • Insider selling occurred while the stock traded near its 52-week high - this could create perception-related volatility in the biotech sector and among healthcare investors.
  • InvestingPro flagged the stock as slightly overvalued relative to Fair Value, indicating valuation uncertainty for equity investors and affecting capital markets sentiment.
  • The company’s outlook includes reliance on clinical trial expectations such as TETON-1; trial outcomes and subsequent analyst reactions introduce clinical and regulatory risk to shareholder value.

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