Lantheus Holdings, Inc.
LNTH · In Vitro & In Vivo Diagnostic Substances · 65.1M shares · +15%/yr ↑ shares · EDGAR filings ↗
Reference price $56.15 · est. market cap ~$3.7B — last insider sale, 2025-08-20 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
B76Radiopharmaceuticals company (Pylarify/DEFINITY) — profitable with strong margins, though growth has flattened.
Strengths
- Strong margins and cash flow — operating margin 20% (92nd), net margin 15% (92nd), OCF margin 25%
- Strong returns — ROA 10% (93rd)
Risks
- Flat revenue / Pylarify competition — +1%, net income -25%
- Product concentration — per 10-K
- Isotope-supply dependence — per 10-K
Notable findings
- Exec changeRecent 8-K item 5.02 8-K ↗
- Fund exitedNotable fund(s) exited this quarter: VANGUARD GROUP INC
- Strong balance sheetStrong balance sheet — $359M cash & investments
- Notable holderHeld by 6 notable fund(s): FMR LLC, STATE STREET CORP, GOLDMAN SACHS GROUP INC +3 more (as of 2026-03-31)
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
61.1%
Operating margin
20.2%
Net margin
15.2%
Return on equity
21.4%
Return on assets
10.5%
Revenue growth (QoQ)
-7.2%
Net-income growth
-25.2%
Current ratio
2.7×
EBITDA
$381M
Tangible book value
$128M
Cash & investments
$359M
Stock comp / revenue
5.6%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-05-14 | Thrall James H | Grant | 4.1K | — |
| 2026-05-14 | EASTLAND JULIA MARIE | Grant | 4.1K | — |
| 2026-05-14 | Ber Gerard | Tax withheld | 381 | $96.67 |
| 2026-05-14 | Heino Mary Anne | Tax withheld | 1.2K | $96.67 |
| 2026-05-14 | McHugh Julie | Grant | 4.1K | — |
| 2026-05-14 | Morrow Phuong Khanh | Grant | 4.1K | — |
| 2026-05-14 | Maeusli Heinz Christoph | Grant | 4.1K | — |
| 2026-05-14 | LENO SAM R | Grant | 4.1K | — |
| 2026-05-14 | Pruden Gary J | Grant | 4.1K | — |
| 2026-05-14 | Baylor-Henry Minnie | Grant | 4.1K | — |
| 2026-05-14 | Ber Gerard | Grant | 4.1K | — |
| 2026-04-17 | Niedzwiecki Daniel | Tax withheld | 1.9K | $83.82 |
| 2026-03-05 | Niedzwiecki Daniel | Tax withheld | 1.3K | $76.31 |
| 2026-03-05 | Niedzwiecki Daniel | Grant | 37K | — |
| 2026-03-05 | Dinkelborg Ludger | Grant | 21K | — |
| 2026-03-05 | Marshall Robert J. Jr. | Grant | 38K | — |
| 2026-03-05 | Marshall Robert J. Jr. | Tax withheld | 1.2K | $76.31 |
| 2026-03-05 | Brown Kimberly | Grant | 6.2K | — |
| 2026-03-05 | Brown Kimberly | Tax withheld | 133 | $76.31 |
| 2026-03-05 | Morgan Amanda Michelle | Grant | 26K | — |
| 2026-03-05 | Morgan Amanda Michelle | Tax withheld | 595 | $76.31 |
| 2026-03-02 | Heino Mary Anne | Grant | 32K | — |
| 2026-03-02 | Heino Mary Anne | Tax withheld | 42K | $76.30 |
| 2026-03-02 | Niedzwiecki Daniel | Grant | 5.2K | — |
| 2026-03-02 | Niedzwiecki Daniel | Tax withheld | 8.3K | $76.30 |
| 2026-03-02 | Morgan Amanda Michelle | Grant | 2.8K | — |
| 2026-03-02 | Morgan Amanda Michelle | Tax withheld | 3.3K | $76.30 |
| 2026-03-02 | Marshall Robert J. Jr. | Grant | 8.5K | — |
| 2026-03-02 | Marshall Robert J. Jr. | Tax withheld | 11K | $76.30 |
| 2025-12-15 | Morgan Amanda Michelle | Tax withheld | 368 | $66.57 |
| 2025-11-17 | Heino Mary Anne | Grant | 14K | — |
| 2025-08-29 | Marshall Robert J. Jr. | Tax withheld | 727 | $54.90 |
| 2025-08-20 | PATEL RAJIV A | Sell | 3.4M | $56.15 |
| 2025-08-20 | FARALLON PARTNERS L L C/CA | Sell | 3.4M | $56.15 |
| 2025-08-19 | FARALLON PARTNERS L L C/CA | Sell | 41K | $55.34 |
| 2025-08-19 | PATEL RAJIV A | Sell | 41K | $55.34 |
| 2025-08-15 | Brown Kimberly | Tax withheld | 463 | $54.18 |
| 2025-08-15 | Dinkelborg Ludger | Grant | 15K | — |
| 2025-08-13 | Blanchfield Paul | Sell | 3.1K | $53.57 |
| 2025-07-15 | Blanchfield Paul | Tax withheld | 518 | $81.26 |
| 2025-06-13 | Niedzwiecki Daniel | Sell | 6.0K | $78.74 |
| 2025-06-09 | Marshall Robert J. Jr. | Sell | 27K | $83.40 |
| 2025-06-09 | McHugh Julie | Sell | 5.2K | $81.62 |
| 2025-06-09 | Marshall Robert J. Jr. | Option exercise | 15K | $49.93 |
| 2025-06-09 | Marshall Robert J. Jr. | Sell | 3.5K | $81.27 |
| 2025-06-09 | Marshall Robert J. Jr. | Sell | 9.2K | $82.50 |
| 2025-06-05 | Niedzwiecki Daniel | Sell | 6.0K | $79.65 |
| 2025-06-05 | Blanchfield Paul | Sell | 6.6K | $79.65 |
| 2025-06-02 | Heino Mary Anne | Sell | 3.1K | $74.90 |
| 2025-06-02 | Heino Mary Anne | Sell | 23K | $77.09 |
| 2025-05-27 | Heino Mary Anne | Gift | 179K | — |
| 2025-05-27 | Heino Mary Anne | Gift | 179K | — |
| 2025-05-15 | Pruden Gary J | Gift | 2.6K | — |
| 2025-05-15 | Pruden Gary J | Gift | 2.6K | — |
| 2025-05-14 | Baylor-Henry Minnie | Grant | 2.5K | — |
| 2025-05-14 | Ber Gerard | Grant | 2.5K | — |
| 2025-05-14 | McHugh Julie | Grant | 2.5K | — |
| 2025-05-14 | Thrall James H | Grant | 2.5K | — |
| 2025-05-14 | Pruden Gary J | Grant | 2.5K | — |
| 2025-05-14 | Morrow Phuong Khanh | Grant | 2.5K | — |
| 2025-05-14 | Maeusli Heinz Christoph | Grant | 2.5K | — |
| 2025-05-14 | LENO SAM R | Grant | 2.5K | — |
| 2025-05-14 | EASTLAND JULIA MARIE | Grant | 2.5K | — |
| 2025-05-14 | Heino Mary Anne | Grant | 2.5K | — |
| 2025-05-09 | Ber Gerard | Tax withheld | 396 | $81.74 |
| 2025-04-17 | Blanchfield Paul | Tax withheld | 455 | $101.32 |
| 2025-04-17 | Niedzwiecki Daniel | Tax withheld | 178 | $101.32 |
| 2025-03-17 | Marshall Robert J. Jr. | Sell | 10K | $100.52 |
| 2025-03-13 | Heino Mary Anne | Gift | 8.6K | — |
| 2025-03-13 | Heino Mary Anne | Sell | 2 | $100.13 |
| 2025-03-13 | Heino Mary Anne | Gift | 8.6K | — |
| 2025-03-05 | Niedzwiecki Daniel | Grant | 24K | — |
| 2025-03-05 | Marshall Robert J. Jr. | Grant | 24K | — |
| 2025-03-05 | Blanchfield Paul | Sell | 2.1K | $98.00 |
| 2025-03-05 | Blanchfield Paul | Grant | 27K | — |
| 2025-03-05 | MARKISON BRIAN A | Grant | 71K | — |
| 2025-03-05 | Brown Kimberly | Grant | 3.4K | — |
| 2025-03-05 | Morgan Amanda Michelle | Grant | 15K | — |
| 2025-03-03 | Blanchfield Paul | Tax withheld | 17K | $94.86 |
| 2025-03-03 | Heino Mary Anne | Grant | 50K | — |
| 2025-03-03 | Heino Mary Anne | Sell | 6.3K | $92.29 |
| 2025-03-03 | Heino Mary Anne | Sell | 9.2K | $93.32 |
| 2025-03-03 | Heino Mary Anne | Sell | 15K | $94.09 |
| 2025-03-03 | Heino Mary Anne | Sell | 18K | $95.40 |
| 2025-03-03 | Morgan Amanda Michelle | Tax withheld | 759 | $94.86 |
| 2025-03-03 | Heino Mary Anne | Sell | 5.0K | $95.91 |
| 2025-03-03 | Niedzwiecki Daniel | Grant | 11K | — |
| 2025-03-03 | Niedzwiecki Daniel | Tax withheld | 13K | $94.86 |
| 2025-03-03 | Marshall Robert J. Jr. | Grant | 17K | — |
| 2025-03-03 | Marshall Robert J. Jr. | Tax withheld | 20K | $94.86 |
| 2025-03-03 | MARKISON BRIAN A | Tax withheld | 8.6K | $94.86 |
| 2025-03-03 | Blanchfield Paul | Grant | 14K | — |
| 2025-02-07 | Morrow Phuong Khanh | Grant | 563 | — |
| 2025-01-15 | Thrall James H | Sell | 1.0K | $94.76 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-05-07 | ResultsExhibits | filing ↗ |
| 2026-05-01 | 3.03Exec/director change5.03Shareholder voteExhibits | filing ↗ |
| 2026-02-26 | ResultsExhibits | filing ↗ |
| 2025-11-12 | Exec/director change | filing ↗ |
| 2025-11-06 | ResultsExec/director changeReg FDExhibits | filing ↗ |
| 2025-08-11 | Exec/director change | filing ↗ |
| 2025-08-06 | ResultsReg FDOtherExhibits | filing ↗ |
| 2025-07-22 | Acquisition/dispositionReg FDExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-05-07 | 2026-05-07 | 0001193125-26-210369 ↗ |
| 10-Q | 2026-05-07 | 2026-03-31 | 0001193125-26-210373 ↗ |
| 8-K | 2026-05-01 | 2026-04-30 | 0001193125-26-201556 ↗ |
| 10-K | 2026-02-26 | 2025-12-31 | 0001193125-26-073498 ↗ |
| 8-K | 2026-02-26 | 2026-02-26 | 0001193125-26-073439 ↗ |
| 8-K | 2025-11-12 | 2025-11-06 | 0001193125-25-277754 ↗ |
| 10-Q | 2025-11-06 | 2025-09-30 | 0001193125-25-268113 ↗ |
| 8-K | 2025-11-06 | 2025-10-31 | 0001193125-25-268103 ↗ |
| 8-K | 2025-08-11 | 2025-08-07 | 0001193125-25-178046 ↗ |
| 10-Q | 2025-08-06 | 2025-06-30 | 0000950170-25-103544 ↗ |
| 8-K | 2025-08-06 | 2025-08-06 | 0000950170-25-103543 ↗ |
| 8-K | 2025-07-22 | 2025-07-21 | 0001193125-25-162233 ↗ |