Polaris Capital Management LLC Has $35.80 Million Position in Lantheus Holdings, Inc. $LNTH

Key Points

• Polaris Capital Management trimmed its stake in Lantheus by 15.6% to 538,000 shares worth $35.8 million, representing about 3.0% of Polaris's portfolio and roughly 0.81% ownership of Lantheus.
• Lantheus beat expectations with quarterly EPS of $1.67 versus a $1.17 consensus and revenue of $406.8M versus $367.0M, and set FY2026 guidance of 5.00–5.25 EPS.
• Analysts show a consensus rating of "Moderate Buy" with a $88.86 price target, while the stock has a market cap of $5.49 billion and a P/E of 25.02.

Polaris Capital Management LLC trimmed its holdings in shares of Lantheus Holdings, Inc. (NASDAQ:LNTH - Free Report) by 15.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 538,000 shares of the medical equipment provider's stock after selling 99,300 shares during the period. Lantheus accounts for about 3.0% of Polaris Capital Management LLC's investment portfolio, making the stock its 9th biggest holding. Polaris Capital Management LLC owned approximately 0.81% of Lantheus worth $35,804,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also modified their holdings of the company. Stanley Laman Group Ltd. raised its stake in shares of Lantheus by 38.7% during the third quarter. Stanley Laman Group Ltd. now owns 79,686 shares of the medical equipment provider's stock worth $4,087,000 after buying an additional 22,229 shares during the last quarter. Quantbot Technologies LP bought a new stake in Lantheus in the third quarter valued at approximately $1,847,000. American Assets Inc. bought a new stake in Lantheus in the third quarter valued at approximately $872,000. Campbell & CO Investment Adviser LLC bought a new stake in Lantheus in the third quarter valued at approximately $2,184,000. Finally, Assetmark Inc. increased its stake in Lantheus by 20.1% in the third quarter. Assetmark Inc. now owns 118,503 shares of the medical equipment provider's stock valued at $6,078,000 after purchasing an additional 19,844 shares in the last quarter. 99.06% of the stock is owned by institutional investors.

Lantheus Stock Performance

Shares of LNTH opened at $84.33 on Friday. The company has a current ratio of 2.70, a quick ratio of 2.51 and a debt-to-equity ratio of 0.52. The firm has a fifty day simple moving average of $77.92 and a 200 day simple moving average of $67.17. Lantheus Holdings, Inc. has a 12 month low of $47.25 and a 12 month high of $108.91. The stock has a market capitalization of $5.49 billion, a price-to-earnings ratio of 25.02 and a beta of -0.12.

Lantheus (NASDAQ:LNTH - Get Free Report) last posted its quarterly earnings results on Thursday, February 26th. The medical equipment provider reported $1.67 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.17 by $0.50. Lantheus had a net margin of 15.15% and a return on equity of 30.77%. The firm had revenue of $406.79 million for the quarter, compared to analyst estimates of $367.03 million. During the same period in the prior year, the firm posted $1.59 earnings per share. The company's quarterly revenue was up 4.0% compared to the same quarter last year. Lantheus has set its FY 2026 guidance at 5.000-5.250 EPS. Research analysts forecast that Lantheus Holdings, Inc. will post 4.29 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

Several equities research analysts have commented on LNTH shares. JonesTrading downgraded shares of Lantheus from a "buy" rating to a "hold" rating in a research note on Friday, February 27th. Mizuho upped their target price on shares of Lantheus from $85.00 to $95.00 and gave the company an "outperform" rating in a research note on Monday, April 13th. Citigroup reiterated an "outperform" rating on shares of Lantheus in a report on Tuesday, February 24th. Citizens Jmp upped their price target on shares of Lantheus from $73.00 to $78.00 and gave the company a "market outperform" rating in a report on Tuesday, February 24th. Finally, Weiss Ratings upgraded shares of Lantheus from a "sell (d+)" rating to a "hold (c-)" rating in a report on Tuesday, January 6th. Eight analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company's stock. According to MarketBeat, the company presently has a consensus rating of "Moderate Buy" and a consensus price target of $88.86.

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.

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