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

State of New Jersey Common Pension Fund D lifted its position in Lantheus Holdings, Inc. (NASDAQ:LNTH) by 42.7% in the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 35,954 shares of the medical equipment provider’s stock after acquiring an additional 10,757 shares during the quarter. State of New Jersey Common Pension Fund D owned approximately 0.05% of Lantheus worth $1,844,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Hantz Financial Services Inc. raised its stake in Lantheus by 412.5% during the 3rd quarter. Hantz Financial Services Inc. now owns 492 shares of the medical equipment provider’s stock valued at $25,000 after purchasing an additional 396 shares during the period. Elevation Point Wealth Partners LLC purchased a new position in shares of Lantheus during the second quarter valued at $26,000. First Horizon Corp acquired a new position in Lantheus during the third quarter valued at $26,000. Osterweis Capital Management Inc. purchased a new stake in Lantheus in the 2nd quarter worth about $36,000. Finally, Pilgrim Partners Asia Pte Ltd purchased a new stake in Lantheus in the 3rd quarter worth about $59,000. Institutional investors and hedge funds own 99.06% of the company’s stock.

Lantheus Price Performance

Shares of LNTH stock opened at $75.43 on Friday. The stock’s fifty day simple moving average is $67.97 and its 200 day simple moving average is $60.01. The company has a debt-to-equity ratio of 0.51, a current ratio of 2.67 and a quick ratio of 2.49. Lantheus Holdings, Inc. has a one year low of $47.25 and a one year high of $111.29. The firm has a market cap of $5.00 billion, a price-to-earnings ratio of 31.69 and a beta of -0.08.

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

Lantheus News Summary

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

Analyst Upgrades and Downgrades

Several research firms have weighed in on LNTH. Weiss Ratings upgraded Lantheus from a “sell (d+)” rating to a “hold (c-)” rating in a report on Tuesday, January 6th. William Blair upgraded Lantheus from a “market perform” rating to an “outperform” rating in a report on Thursday. Citizens Jmp raised their target price on Lantheus from $73.00 to $78.00 and gave the company a “market outperform” rating in a report on Tuesday. Mizuho boosted their price objective on shares of Lantheus from $60.00 to $72.00 and gave the stock an “outperform” rating in a research note on Wednesday, December 17th. Finally, Citigroup restated an “outperform” rating on shares of Lantheus in a research note on Tuesday. Seven research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat.com, Lantheus currently has an average rating of “Moderate Buy” and an average price target of $78.83.

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.