Lantheus Holdings, Inc. (LNTH) Stock Price & Analysis
Lantheus Holdings, Inc. (LNTH) closed at USD 100.1 on Thursday, October 22, 2026, down 0.14% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 100.24; the Oct 22, 2026 session ranged USD 99.75–100.34 on volume of 1,210,870 shares. Market capitalization is $6.54B, with a 52-week range of USD 50.16–111.86 (NGM). Source: Nexqual, retrieved October 23, 2026 at 09:26 UTC.
Also available as compact Markdown for AI agents: nexqual.com/LNTH.md
Key facts (LNTH)
- Last four reported quarters (through Jun 30, 2026): revenue $1.56B, net income $275M (17.7% margin), free cash flow $388M (SEC filings).
- Valuation: P/E 23.7x (avg 17.8x at the last 3 fiscal year-ends), EV/EBITDA 16.7x, net cash $22.2M.
- 1 of 80 tracked superinvestors hold LNTH (13F, Q2 2026): 1 new, 0 added, 0 reduced, 0 unchanged.
- Analysts: Hold (mean 2.70 on a 1–5 scale) (10 analysts), mean target USD 106.99 (range 102.5–115).
- Total return with dividends: 1Y +77.1% vs S&P 500 +14.9%; 5Y +340.6% vs S&P 500 +80.3%.
- Next earnings: 2026-11-05, EPS estimate USD 1.29, revenue estimate $358M.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (LNTH)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $425M | $935M | $1.30B | $1.53B | $1.54B | $1.56B |
| Gross profit | $188M | $582M | $710M | $988M | $942M | — |
| Operating income | -$60.8M | $36.2M | $365M | $457M | $311M | $302M |
| Net income | -$71.3M | $28.1M | $327M | $312M | $234M | $275M |
| EPS (diluted) | -$1.06 | $0.40 | $4.65 | $4.36 | $3.41 | — |
| Free cash flow | $53.9M | $21.8M | $260M | $493M | $354M | $388M |
| Gross margin | 44.1% | 62.2% | 54.7% | 64.4% | 61.1% | — |
| Operating margin | -14.3% | 3.9% | 28.1% | 29.8% | 20.2% | 19.4% |
| Net margin | -16.8% | 3.0% | 25.2% | 20.4% | 15.2% | 17.7% |
| Revenue growth | +25.3% | +119.9% | +38.6% | +18.3% | +0.5% | — |
| Cash + short-term investments | $98.5M | $416M | $714M | $913M | $359M | — |
| Total debt | $175M | $558M | $562M | $566M | $569M | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (LNTH)
P/E 23.7x · P/S 4.2x · EV/EBITDA 16.7x · EV/Sales 4.2x · P/FCF 16.9x · P/B 5.0x · FCF yield 5.93% · Earnings yield 4.21% · Net cash $22.2M · EV $6.51B
P/E at fiscal year-ends: Dec 2025 19.5x, Dec 2024 20.5x, Dec 2023 13.3x.
Superinvestors (SEC 13F-HR, Q2 2026) (LNTH)
1 of 80 tracked investors hold LNTH. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| First Eagle Investment | First Eagle Investment Management | <0.01% | $888K | New position |
Analysts (LNTH)
Consensus Hold (mean 2.70 on a 1–5 scale), 10 analysts; mean target USD 106.99 (low 102.5, high 115).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-13 | Mizuho | Downgrade | Outperform → Neutral | $115 → $109 |
| 2026-08-04 | Truist Securities | Downgrade | Buy → Hold | $125 → $102.5 |
| 2026-08-04 | CJS Securities | Downgrade | Market Outperform → Market Perform | |
| 2026-08-03 | William Blair | Downgrade | Outperform → Market Perform | |
| 2026-08-03 | TD Cowen | Downgrade | Buy → Hold | $110 → $102.5 |
| 2026-07-29 | Mizuho | Target lowered | Outperform | $120 → $115 |
| 2026-07-16 | Truist Securities | Target raised | Buy | $115 → $125 |
| 2026-07-15 | Mizuho | Target raised | Outperform | $115 → $120 |
| 2026-07-09 | B. Riley Securities | Target raised | Buy | $97 → $129 |
| 2026-06-29 | Citizens | Reiterated | Market Outperform | $115 |
Total return (dividends reinvested) (LNTH)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | +77.1% | +340.6% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +77.5% | +34.4% |
| Volatility (annualized) | 32.4% | 56.6% |
| Max drawdown | -12.8% (Oct 2025→Nov 2025) | -59.2% (Jul 2024→Sep 2025) |
Companies that name LNTH in their SEC reports
| Relationship to LNTH | Company | Filing | Sentence |
|---|---|---|---|
| partner | Radiopharm Theranostics Ltd (RADX) | 20-F Sep 30, 2026 | “into an equity agreement with Lantheus Omega, LLC ("Lantheus Omega"), a wholly-owned subsidiary of Lantheus Holdings, Inc.” |
| partner | Perspective Therapeutics, Inc. (CATX) | 10-K Mar 16, 2026 | “In January 2024, we announced we had entered into a strategic agreement with an affiliate of Lantheus Holdings, Inc. (Lantheus) whereby in exchange for an upfront payment of $28 million (less certain withholding amounts), Lantheus obtained an exclusive option to negotiate for an exclusive license to our [212Pb]VMT-α-NET and a right to co-fund the Investigational New Drug (IND)-enabling studies for early-stage ther…” |
| partner | AC Immune SA (ACIU) | 20-F Mar 13, 2026 | “If we fail to maintain our current strategic relationships with Eli Lilly and Company (Lilly), Janssen Pharmaceuticals Inc. (Janssen) part of the Janssen Pharmaceutical Companies of Johnson & Johnson, Lantheus Holdings, Inc. (Lantheus, formerly Life Molecular Imaging SA or LMI), Takeda Pharmaceuticals, USA, Inc. (Takeda) and other of our current or future strategic partners, our business, commercialization prospec…” |
LNTH analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $1.29 | $1.29 | +0.3% | $358.1M | 9 |
| Next quarter (ends Dec 2026) | $1.37 | $1.36 | +0.3% | $368.1M | 9 |
| Current fiscal year (ends Dec 2026) | $5.36 | $5.37 | -0.1% | $1.47B | 9 |
| Next fiscal year (ends Dec 2027) | $6.38 | $6.35 | +0.5% | $1.65B | 10 |
LNTH options: expected move
Options price a move of about ±3.2% (±$3.20) by Dec 18, 2026, which includes earnings on Nov 5, 2026.
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Dec 18, 2026 | 56 | 6.1% | ±3.2% |
| Jan 15, 2027 | 84 | 6.0% | ±3.3% |
| Jun 17, 2027 | 237 | 9.6% | ±6.3% |
30-day implied volatility 8.5% vs 3.4% realized over the last 30 trading days. Put/call ratio (volume) 1.2. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 23, 2026 at 09:26 UTC)
| Price | USD 100.1 |
|---|---|
| Change | ▼ 0.14% (down) |
| Previous Close | USD 100.24 |
| Open | USD 99.75 |
| Day Range | USD 99.75 – 100.34 |
| 52-Week Range | USD 50.16 – 111.86 |
| Volume | 1,210,870 shares |
| Market Cap | $6.54B |
| Exchange | NGM |
Technical Analysis (LNTH)
Nexqual's technical model rates LNTH "NEUTRAL" based on 2 bullish and 3 bearish signals across 127 daily candles, as of October 23, 2026 at 09:26 UTC.
| Overall Signal | NEUTRAL |
|---|---|
| RSI (14) | 47.19 (neutral) |
| vs SMA50 | Below (USD 100.32) |
| MACD | -0.08 (negative) |
Analyst Ratings (LNTH)
Wall Street analysts rate LNTH "Hold" based on 10 analysts, with a mean price target of USD 106.99 (range USD 102.5–115), per Nexqual as of October 23, 2026 at 09:26 UTC.
| Consensus Rating | Hold |
|---|---|
| Analyst Count | 10 |
| Mean Target | USD 106.99 |
| High Target | USD 115 |
| Low Target | USD 102.5 |
| Buy / Hold / Sell | 2 / 8 / 0 |
Earnings (LNTH)
| Next Earnings Date | 2026-11-05 |
|---|---|
| EPS Estimate | USD 1.29 |
| Revenue Estimate | $358.06M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 1.55 vs est 1.3 ▲ beat |
| 2026-03-31 | USD 1.46 vs est 1.23 ▲ beat |
| 2025-12-31 | USD 1.67 vs est 1.17 ▲ beat |
| 2025-09-30 | USD 1.27 vs est 1.27 ▲ beat |
Source: Nexqual, October 23, 2026 at 09:26 UTC.
Financials & Fundamentals (LNTH)
| Total Revenue | $1.56B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +2.70% |
| Gross Margin | +60.14% |
| Operating Margin | +25.82% |
| Profit Margin | +17.69% |
| ROE | +22.21% |
| Debt / Equity | 0.48 |
| Current Ratio | 3.06 |
| Total Cash | $593.30M |
| Total Debt | $624.96M |
| Free Cash Flow (last four quarters to Jun 2026, SEC 10-Q / 10-K) | $387.83M (24.9% of revenue) |
Source: Nexqual, October 23, 2026 at 09:26 UTC.
Financial Health Score (LNTH)
Nexqual rates Lantheus Holdings, Inc.'s overall financial health "Solid" across five dimensions, as of October 23, 2026 at 09:26 UTC.
| Growth | Mixed — Revenue +0.5% YoY (annual), slow |
|---|---|
| Profitability | Strong — Gross margin 60%, operating 26% (last 12 months) |
| Balance Sheet | Strong — $593M cash and investments vs $571M debt (Jun 2026, SEC), net cash |
| Cash Flow | Strong — FCF $388M (last 4 quarters to Jun 2026, SEC), 25% margin |
| Efficiency | Strong — ROE 22%, ROA 8.4% |
Ownership (LNTH)
| Insider Ownership | +1.73% |
|---|---|
| Institutional Ownership | +115.61% |
| Shares Outstanding | 65.30M |
| Float | 58.61M |
| Short % of Float | +6.78% |
Source: Nexqual, October 23, 2026 at 09:26 UTC.
Leadership (LNTH)
Lantheus Holdings, Inc. is led by Mary Anne Heino, CEO & Executive Chairperson, per Nexqual as of October 23, 2026 at 09:26 UTC.
| CEO & Executive Chairperson | Mary Anne Heino |
|---|---|
| CFO & Treasurer | Robert J. Marshall Jr. |
| Vice President of Investor Relations | Mark Richard Kinarney |
Major Backers & Investors (LNTH)
Notable institutional backers of Lantheus Holdings, Inc. include Farallon Capital Management LLC, Jupiter Topco LLC, FMR, LLC, according to Nexqual as of October 23, 2026 at 09:26 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Farallon Capital Management LLC | 8.55% |
| Jupiter Topco LLC | 7.95% |
| FMR, LLC | 5.94% |
| American Century Companies Inc | 4.31% |
| JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund | 3.13% |
| Price (T.Rowe) Associates Inc | 2.91% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| BlackRock | 12.86% |
| Vanguard Group | 9.45% |
| State Street | 3.83% |
| Geode Capital | 2.82% |
Source: Nexqual, October 23, 2026 at 09:26 UTC.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| KNSA | Kiniksa Pharmaceuticals Interna | USD 80.79 | ▲ 1.37% |
| HIMS | Hims & Hers Health, Inc. | USD 29.13 | ▼ 0.27% |
| AMRX | Amneal Pharmaceuticals, Inc. | USD 20.48 | ▲ 1.39% |
| ALKS | Alkermes plc | USD 44.18 | ▲ 1.61% |
| RGC | Regencell Bioscience Holdings L | USD 9.81 | ▼ 9.17% |
| INDV | Indivior Pharmaceuticals, Inc. | USD 35.33 | ▲ 1.55% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:26 UTC. This page is informational and not investment advice.
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