Lantheus Holdings, Inc. $LNTH Shares Purchased by Carmignac Gestion

Carmignac Gestion grew its stake in shares of Lantheus Holdings, Inc. (NASDAQ:LNTH) by 18.4% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 1,328,000 shares of the medical equipment provider’s stock after buying an additional 206,000 shares during the quarter. Lantheus comprises 1.5% of Carmignac Gestion’s holdings, making the stock its 17th biggest position. Carmignac Gestion’s holdings in Lantheus were worth $100,729,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the stock. Versor Investments LP acquired a new position in shares of Lantheus during the fourth quarter valued at approximately $519,000. M&T Bank Corp acquired a new stake in Lantheus in the fourth quarter worth approximately $539,000. Epoch Investment Partners Inc. lifted its position in Lantheus by 59.4% in the first quarter. Epoch Investment Partners Inc. now owns 649,751 shares of the medical equipment provider’s stock worth $49,284,000 after purchasing an additional 242,222 shares during the period. Bleakley Financial Group LLC bought a new position in Lantheus during the 4th quarter valued at $771,000. Finally, Healthcare of Ontario Pension Plan Trust Fund boosted its stake in Lantheus by 686.1% during the 1st quarter. Healthcare of Ontario Pension Plan Trust Fund now owns 598,857 shares of the medical equipment provider’s stock valued at $45,423,000 after purchasing an additional 522,678 shares in the last quarter. 99.06% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

Several equities analysts have recently issued reports on the company. Wall Street Zen cut Lantheus from a “strong-buy” rating to a “buy” rating in a research report on Saturday, May 9th. Truist Financial upped their price objective on Lantheus from $115.00 to $125.00 and gave the company a “buy” rating in a report on Thursday, July 16th. B. Riley Financial reaffirmed a “buy” rating on shares of Lantheus in a research note on Wednesday. Citizens Jmp reaffirmed a “market outperform” rating and set a $115.00 target price on shares of Lantheus in a report on Monday, June 29th. Finally, Citigroup reiterated an “outperform” rating on shares of Lantheus in a research report on Friday, May 8th. Eight investment analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $109.71.

Lantheus Stock Performance

Shares of NASDAQ:LNTH opened at $99.64 on Monday. The stock has a market capitalization of $6.49 billion, a price-to-earnings 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 debt-to-equity ratio of 0.47, a quick ratio of 2.64 and a current ratio of 2.83. The company has a 50 day moving average price of $103.99 and a 200 day moving average price of $86.87.

Lantheus (NASDAQ:LNTH) last posted its quarterly earnings results on Thursday, May 7th. The medical equipment provider reported $1.46 earnings per share (EPS) for the quarter, topping the consensus estimate 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 net margin of 18.05% and a return on equity of 29.32%. The firm’s quarterly revenue was up 1.2% compared to the same quarter last year. During the same quarter 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. On average, research analysts anticipate that Lantheus Holdings, Inc. will post 4.5 EPS for the current fiscal year.

About Lantheus

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.