Defilade Capital Management L.P. Takes $18.92 Million Position in Lantheus Holdings, Inc. $LNTH

Defilade Capital Management L.P. purchased a new position in shares of Lantheus Holdings, Inc. (NASDAQ:LNTH) in the first quarter, according to the company in its most recent disclosure with the SEC. The institutional investor purchased 249,401 shares of the medical equipment provider’s stock, valued at approximately $18,917,000. Lantheus accounts for about 2.7% of Defilade Capital Management L.P.’s portfolio, making the stock its 18th largest position.

Other large investors have also made changes to their positions in the company. Parallel Advisors LLC increased its stake in Lantheus by 95.9% in the first quarter. Parallel Advisors LLC now owns 1,060 shares of the medical equipment provider’s stock valued at $80,000 after acquiring an additional 519 shares during the last quarter. Allen Capital Group LLC bought a new stake in Lantheus during the first quarter worth $250,000. Western Wealth Management LLC bought a new stake in Lantheus during the first quarter worth $25,000. EverSource Wealth Advisors LLC boosted its holdings in shares of Lantheus by 157.1% in the 1st quarter. EverSource Wealth Advisors LLC now owns 1,396 shares of the medical equipment provider’s stock valued at $106,000 after purchasing an additional 853 shares in the last quarter. Finally, California State Teachers Retirement System boosted its holdings in shares of Lantheus by 22.3% in the 1st quarter. California State Teachers Retirement System now owns 78,207 shares of the medical equipment provider’s stock valued at $5,932,000 after purchasing an additional 14,239 shares in the last quarter. Institutional investors and hedge funds own 99.06% of the company’s stock.

Lantheus Price Performance

Lantheus stock opened at $99.64 on Monday. 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 company has a market capitalization of $6.49 billion, a PE ratio of 24.01 and a beta of -0.03. Lantheus Holdings, Inc. has a 12 month low of $47.25 and a 12 month high of $111.86. The stock has a 50-day moving average price of $103.99 and a two-hundred day moving average price of $86.87.

Lantheus (NASDAQ:LNTH) last released its quarterly earnings results on Thursday, May 7th. The medical equipment provider reported $1.46 earnings per share for the quarter, topping the consensus estimate of $1.25 by $0.21. The company had revenue of $377.33 million for the quarter, compared to analysts’ expectations of $354.48 million. Lantheus had a return on equity of 29.32% and a net margin of 18.05%.The business’s quarterly revenue was up 1.2% compared to the same quarter last year. During the same period in the previous year, the business posted $1.53 earnings per share. Lantheus has set its FY 2026 guidance at 5.000-5.250 EPS. Analysts expect that Lantheus Holdings, Inc. will post 4.5 EPS for the current year.

Analysts Set New Price Targets

Several analysts recently weighed in on the company. B. Riley Financial restated a “buy” rating on shares of Lantheus in a research report on Wednesday. Citigroup reiterated an “outperform” rating on shares of Lantheus in a research report on Friday, May 8th. Citizens Jmp reissued a “market outperform” rating and issued a $115.00 price objective on shares of Lantheus in a research note on Monday, June 29th. Brookline Capital Markets lowered shares of Lantheus from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, July 28th. Finally, The Goldman Sachs Group reaffirmed a “neutral” rating and set a $94.00 target price on shares of Lantheus in a research note on Thursday, May 7th. Eight research analysts have rated the stock with a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $109.71.

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.