Lantheus Holdings, Inc. $LNTH Position Increased by State of New Jersey Common Pension Fund D

State of New Jersey Common Pension Fund D grew its holdings in shares of Lantheus Holdings, Inc. (NASDAQ:LNTH) by 42.7% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 35,954 shares of the medical equipment provider’s stock after purchasing an additional 10,757 shares during the period. State of New Jersey Common Pension Fund D owned 0.05% of Lantheus worth $1,844,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also modified their holdings of the business. Assenagon Asset Management S.A. acquired a new stake in Lantheus during the third quarter worth about $65,654,000. Polaris Capital Management LLC acquired a new stake in shares of Lantheus during the 3rd quarter worth approximately $32,687,000. Boston Partners lifted its holdings in shares of Lantheus by 30.5% in the 2nd quarter. Boston Partners now owns 576,362 shares of the medical equipment provider’s stock worth $46,432,000 after purchasing an additional 134,781 shares during the last quarter. Raymond James Financial Inc. boosted its position in Lantheus by 25.1% during the 2nd quarter. Raymond James Financial Inc. now owns 470,678 shares of the medical equipment provider’s stock valued at $38,530,000 after purchasing an additional 94,312 shares during the period. Finally, Pacer Advisors Inc. grew its stake in Lantheus by 21.3% during the 3rd quarter. Pacer Advisors Inc. now owns 422,180 shares of the medical equipment provider’s stock worth $21,654,000 after buying an additional 74,272 shares during the last quarter. 99.06% of the stock is owned by institutional investors and hedge funds.

Lantheus Price Performance

NASDAQ:LNTH opened at $75.43 on Friday. The company has a quick ratio of 2.49, a current ratio of 2.67 and a debt-to-equity ratio of 0.51. The business’s 50-day moving average price is $67.97 and its 200 day moving average price is $60.01. Lantheus Holdings, Inc. has a 52-week low of $47.25 and a 52-week high of $111.29. The firm has a market cap of $5.00 billion, a P/E ratio of 31.69 and a beta of -0.08.

Lantheus (NASDAQ:LNTH) last posted its quarterly earnings data on Thursday, February 26th. The medical equipment provider reported $1.67 earnings per share for the quarter, beating the consensus estimate of $1.17 by $0.50. Lantheus had a net margin of 10.99% and a return on equity of 30.88%. The company had revenue of $406.79 million during the quarter, compared to analyst estimates of $367.03 million. During the same quarter last year, the firm posted $1.59 EPS. The business’s revenue for the quarter was up 4.0% on a year-over-year basis. Lantheus has set its FY 2026 guidance at 5.000-5.250 EPS. As a group, sell-side analysts predict that Lantheus Holdings, Inc. will post 6.01 earnings per share for the current fiscal year.

Analyst Ratings Changes

A number of equities research analysts have issued reports on LNTH shares. Mizuho raised their target price on Lantheus from $60.00 to $72.00 and gave the company an “outperform” rating in a research note on Wednesday, December 17th. Weiss Ratings upgraded shares of Lantheus from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Tuesday, January 6th. Citigroup restated an “outperform” rating on shares of Lantheus in a research report on Tuesday. Truist Financial raised their price target on shares of Lantheus from $80.00 to $82.00 and gave the company a “buy” rating in a research note on Thursday, December 18th. Finally, William Blair upgraded Lantheus from a “market perform” rating to an “outperform” rating in a research report on Thursday. Seven research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $78.83.

More Lantheus News

Here are the key news stories impacting Lantheus this week:

• Positive Sentiment: Q4 beat — Lantheus reported $1.67 EPS vs. $1.17 expected and revenue of $406.8M vs. $367.0M expected, with improved margins and ROE, supporting near‑term earnings power. MarketBeat: Q4 results
• Positive Sentiment: Analyst upgrade — William Blair upgraded LNTH to “Outperform,” a vote of confidence that can support buying interest. Street Insider: William Blair upgrade
• Positive Sentiment: Price target increase — Citizens Jmp raised its price target to $78, which can provide a modest valuation floor for the shares. American Banking News: PT raise
• Neutral Sentiment: Earnings call / disclosure materials posted — Full earnings call transcript, slide deck and press release are available for investors to dig into segment details and management commentary. Seeking Alpha: Earnings call transcript
• Negative Sentiment: Cautious FY‑2026 guidance — Management set EPS guidance of $5.00–$5.25 (consensus ~5.16) and revenue guidance $1.4B–$1.5B (consensus ~$1.5B). The midpoint and lower end of the revenue range are slightly light versus Street expectations, creating near‑term uncertainty on growth trajectory. GlobeNewswire: Q4 results & guidance
• Negative Sentiment: Intraday selling on mixed setup — despite the beat and upgrades, investors pulled back on the guidance and booked profits after a big run from the stock in the prior year. WTOP: Earnings snapshot

Lantheus Company 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.