Lantheus Holdings, Inc. $LNTH Position Boosted by Sector Gamma AS

Sector Gamma AS increased its holdings in Lantheus Holdings, Inc. (NASDAQ:LNTH) by 45.7% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 93,823 shares of the medical equipment provider’s stock after buying an additional 29,420 shares during the quarter. Lantheus comprises 1.4% of Sector Gamma AS’s portfolio, making the stock its 24th largest holding. Sector Gamma AS owned about 0.14% of Lantheus worth $6,244,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in the business. Inceptionr LLC bought a new position in Lantheus in the 4th quarter worth approximately $209,000. Franklin Resources Inc. grew its holdings in Lantheus by 4.1% in the 4th quarter. Franklin Resources Inc. now owns 74,096 shares of the medical equipment provider’s stock worth $4,931,000 after buying an additional 2,903 shares in the last quarter. O Shaughnessy Asset Management LLC bought a new position in Lantheus in the 4th quarter worth approximately $343,000. CenterBook Partners LP bought a new position in Lantheus in the 4th quarter worth approximately $2,552,000. Finally, Los Angeles Capital Management LLC bought a new position in Lantheus in the 4th quarter worth approximately $39,000. 99.06% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

A number of equities research analysts have weighed in on LNTH shares. JonesTrading downgraded Lantheus from a “buy” rating to a “hold” rating in a research report on Friday, February 27th. Truist Financial restated a “buy” rating and issued a $115.00 target price (up from $98.00) on shares of Lantheus in a research report on Monday, May 11th. Jefferies Financial Group restated a “buy” rating and issued a $110.00 target price on shares of Lantheus in a research report on Tuesday, March 17th. Weiss Ratings restated a “hold (c)” rating on shares of Lantheus in a research report on Tuesday, May 26th. Finally, The Goldman Sachs Group restated a “neutral” rating and issued a $94.00 target price on shares of Lantheus in a research report on Thursday, May 7th. Eight investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat, Lantheus currently has a consensus rating of “Moderate Buy” and an average target price of $101.86.

Lantheus Stock Performance

LNTH opened at $104.32 on Friday. The company has a market capitalization of $6.79 billion, a price-to-earnings ratio of 25.14 and a beta of -0.03. The company has a debt-to-equity ratio of 0.47, a current ratio of 2.83 and a quick ratio of 2.64. Lantheus Holdings, Inc. has a 1-year low of $47.25 and a 1-year high of $104.50. The business has a 50 day moving average price of $90.10 and a two-hundred day moving average price of $76.44.

Lantheus (NASDAQ:LNTH) last announced its quarterly earnings data on Thursday, May 7th. The medical equipment provider reported $1.46 EPS for the quarter, beating analysts’ consensus estimates of $1.25 by $0.21. Lantheus had a return on equity of 29.32% and a net margin of 18.05%.The company had revenue of $377.33 million during the quarter, compared to the consensus estimate of $354.48 million. During the same quarter in the prior year, the firm earned $1.53 EPS. The company’s quarterly revenue was up 1.2% compared to the same quarter last year. Lantheus has set its FY 2026 guidance at 5.000-5.250 EPS. Research analysts predict that Lantheus Holdings, Inc. will post 4.39 EPS 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.