249,401 Shares in Lantheus Holdings, Inc. $LNTH Purchased by Defilade Capital Management L.P.

Defilade Capital Management L.P. purchased a new stake in Lantheus Holdings, Inc. (NASDAQ:LNTH) during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 249,401 shares of the medical equipment provider’s stock, valued at approximately $18,917,000. Lantheus comprises 2.7% of Defilade Capital Management L.P.’s holdings, making the stock its 18th largest position. Defilade Capital Management L.P. owned approximately 0.38% of Lantheus as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also recently bought and sold shares of LNTH. M&T Bank Corp acquired a new stake in Lantheus during the fourth quarter worth approximately $370,950,000. Farallon Capital Management LLC grew its position in shares of Lantheus by 56.1% in the fourth quarter. Farallon Capital Management LLC now owns 5,427,479 shares of the medical equipment provider’s stock valued at $361,199,000 after purchasing an additional 1,950,252 shares during the last quarter. Norges Bank acquired a new position in shares of Lantheus in the fourth quarter valued at approximately $76,197,000. Freestone Grove Partners LP increased its stake in shares of Lantheus by 4,114.8% during the fourth quarter. Freestone Grove Partners LP now owns 608,526 shares of the medical equipment provider’s stock worth $40,497,000 after purchasing an additional 594,088 shares during the period. Finally, Healthcare of Ontario Pension Plan Trust Fund increased its stake in shares of Lantheus by 686.1% during the first quarter. Healthcare of Ontario Pension Plan Trust Fund now owns 598,857 shares of the medical equipment provider’s stock worth $45,423,000 after purchasing an additional 522,678 shares during the period. 99.06% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

Several analysts recently issued reports on LNTH shares. Weiss Ratings upgraded Lantheus from a “hold (c)” rating to a “hold (c+)” rating in a research note on Friday. Truist Financial increased their price objective on Lantheus from $115.00 to $125.00 and gave the stock a “buy” rating in a research report on Thursday, July 16th. The Goldman Sachs Group reissued a “neutral” rating and set a $94.00 target price on shares of Lantheus in a report on Thursday, May 7th. Wall Street Zen cut shares of Lantheus from a “strong-buy” rating to a “buy” rating in a research report on Saturday, May 9th. Finally, Mizuho decreased their price target on shares of Lantheus from $120.00 to $115.00 and set an “outperform” rating on the stock in a research note on Wednesday, July 29th. Eight equities research analysts have rated the stock with a Buy rating and four have given a Hold rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $109.71.

Lantheus Stock Performance

Shares of LNTH stock opened at $99.64 on Monday. The stock has a market cap of $6.49 billion, a P/E ratio of 24.01 and a beta of -0.03. Lantheus Holdings, Inc. has a 1 year low of $47.25 and a 1 year high of $111.86. The company has a current ratio of 2.83, a quick ratio of 2.64 and a debt-to-equity ratio of 0.47. The stock has a 50 day simple moving average of $103.99 and a 200 day simple moving average of $86.87.

Lantheus (NASDAQ:LNTH) last posted its quarterly earnings data on Thursday, May 7th. The medical equipment provider reported $1.46 EPS for the quarter, topping analysts’ consensus estimates of $1.25 by $0.21. The firm had revenue of $377.33 million for the quarter, compared to analyst estimates of $354.48 million. Lantheus had a return on equity of 29.32% and a net margin of 18.05%.The company’s revenue was up 1.2% on a year-over-year basis. During the same quarter last year, the company earned $1.53 EPS. Lantheus has set its FY 2026 guidance at 5.000-5.250 EPS. On average, research analysts predict that Lantheus Holdings, Inc. will post 4.5 earnings per share for the current fiscal year.

Lantheus Profile

Lantheus Holdings, Inc is a global life sciences company specializing in the development, manufacturing and commercialization of diagnostic imaging agents and radiopharmaceuticals. Headquartered in North Billerica, Massachusetts, Lantheus focuses on products that enhance the detection and management of cardiovascular and oncologic diseases. The company’s portfolio spans ultrasound-enhancing agents, molecular imaging tracers for positron emission tomography (PET), and emerging theranostic platforms designed to pair diagnostic and therapeutic applications.

The diagnostic imaging segment includes ultrasound contrast agents such as DEFINITY® (perflutren lipid microsphere) and Sonazoid® (perflubutane), which improve the visualization of cardiac structures and blood flow.