LNTH at a glance
Lantheus Holdings, Inc. (LNTH, SEC CIK 1521036) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on October 2, 2026 and Form 4 insider filings as recently as September 2, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Lantheus Holdings, Inc. (LNTH) reported revenue of $1.5 billion (up 0.5% from FY2024) and net income of $233.6 million. Diluted EPS was $3.41.
- As of June 30, 2026, 33 institutional investment managers tracked by SignalX reported holding Lantheus Holdings, Inc. (LNTH) shares worth $3.7 billion in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $1.5B
- +0.5% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 33 funds
- $3.7B · +1 vs prior quarter
- Latest 8-K
- Sep 21, 2026
- Item 8.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: Development, manufacturing, and commercialization of radiopharmaceutical and diagnostic imaging products
- New launches: Acquisitions of Life Molecular (Neuraceq) and Evergreen, adding diagnostic imaging and CDMO services to portfolio in 2025
- Strategic shifts: Discontinued AZEDRA in Q1 2024, sold TechneLite in 2026, focusing on higher-growth assets like Neuraceq and CDMO services
- Notable metric: General & administrative expenses up $81.4M (42%) in 2025 due to acquisitions and litigation costs
- Distinct fact: Paid $250M upfront for PNT2002 license but ceased development, deciding not to pursue NDA or further investment
Risk Factors
- No specific or timely regulatory or legal risk detailed in the text
- No concrete geopolitical or macroeconomic threat exposure disclosed
- Operational risk from cybersecurity and data privacy requiring quarterly monitoring and oversight by Audit Committee
- No named competitor or technology disrupting market environment mentioned
- Key-person risk with CIO and CISO critical for risk management, each having ~30 years of industry experience
Management Discussion & Analysis
- Operating cash flow $390.1M in 2025 vs $544.8M in 2024, decrease driven by acquisitions and working capital timing
- Investing cash outflow $627.1M in 2025 vs $204.5M in 2024, 2025 includes $268.9M for Evergreen and $306.7M for Life Molecular acquisitions
- Financing cash used $316.5M in 2025 vs $115.7M in 2024, due to $300M stock repurchase in 2025 vs $100M in 2024
- Management highlights increased credit facility to $750M with extended maturity to 2029, expects cash plus credit availability to cover needs next 12+ months
AI summary of the LNTH 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Risk Factors
- Pending Curium merger triggered new closing risk, including shareholder approval and HSR antitrust clearance requirements
- Most material merger risk: $228.0 million termination fee, potentially reducing cash available for corporate purposes
- Regulatory risk: FDA Complete Response Letter for LNTH-2501 citing unresolved third-party manufacturing conditions
- Operational risk: PYLARIFY TruVu rollout begins fourth quarter 2026, requiring PMF approvals and customer transitions
- Financial risk: unsecured $20.0 million Seller Note and $25.0 million deferred cash consideration depend on SHINE SPECT payment capacity
AI summary of the LNTH 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 8.01: Other Events
- Curium voluntarily withdrew and refiled its HSR notification, restarting antitrust review rather than signaling transaction termination
- New FTC waiting period expires October 21, 2026, unless terminated earlier or extended by an information request
Item 2.02: Results of Operations and Financial Condition
- Q2 and first-half 2026 financial results announced for periods ended June 30, 2026
- Press release furnished as Exhibit 99.1 contains the substantive financial figures and management commentary
Item EX-99.1: Item EX-99.1
- Q2 revenue rose 2.7% to $388.2M, but adjusted EPS fell to $1.55 from $1.57
- PYLARIFY sales declined 4.1% to $240.4M, while DEFINITY increased 5.2% to $88.3M
AI summaries of LNTH 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for LNTH
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Marshall Robert J. Jr. | F | Aug 31, 2026 | 721 | $100.96 |
| Brown Kimberly | F | Aug 17, 2026 | 463 | $100.91 |
| Dinkelborg Ludger | F | Aug 17, 2026 | 2,536 | $100.91 |
| Pruden Gary J | A | May 14, 2026 | 4,137 | - |
| Baylor-Henry Minnie | A | May 14, 2026 | 4,137 | - |
| Thrall James H | A | May 14, 2026 | 4,137 | - |
| EASTLAND JULIA MARIE | A | May 14, 2026 | 4,137 | - |
| Maeusli Heinz Christoph | A | May 14, 2026 | 4,137 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $1.5B | $1.5B |
| Gross Profit | $709.5M | $988.3M | $942.0M |
| Operating Income | - | $457.0M | $310.8M |
| Net Income | $326.7M | $312.4M | $233.6M |
| Gross Margin | - | 64.4% | 61.1% |
| Op. Margin | - | 29.8% | 20.2% |
| Net Margin | - | 20.4% | 15.2% |
| Balance Sheet | |||
| Total Assets | $1.7B | $2.0B | $2.2B |
| Equity | - | $1.1B | $1.1B |
| ROE | - | 28.7% | 21.4% |
| Per Share | |||
| EPS | $4.65 | $4.36 | $3.41 |
| Cash Flow | |||
| Operating CF | - | $544.8M | $390.1M |
Source: XBRL data in Lantheus Holdings, Inc. (LNTH)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate LNTH share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 33 | $3.66B |
| Q1 2026 | 32 | $2.31B |
| Q4 2025 | 30 | $2.11B |
| Q3 2025 | 34 | $1.81B |
| Q2 2025 | 32 | $2.76B |
| Q1 2025 | 32 | $2.15B |
| Q4 2024 | 27 | $1.76B |
| Q3 2024 | 26 | $1.12B |
- Citadel Advisors LLC+1.09M (+384%)
- T. Rowe Price Group+983.6K (+107%)
- Ameriprise Financial+349.4K (+129%)
- Goldman Sachs Group+258.5K (+47%)
- BlackRock+214.4K (+3%)
- FMR LLC (Fidelity)−746.5K (-16%)
- Bank of America Corp−201.4K (-38%)
- Invesco Ltd−127.8K (-35%)
- JPMorgan Chase & Co−40.2K (-5%)
- Franklin Resources−38.0K (-53%)
- D.E. Shaw & Co+9.6K
- Allstate+5.5K
Source: 13F-HR filings on SEC EDGAR (aggregated from 246 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
LNTH filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Oct 2, 2026 | - | - | - |
| 8-K | Sep 21, 2026 | - | Analysis | - |
| SC 13G | Sep 4, 2026 | - | - | |
| SC 13D | Sep 4, 2026 | - | - | |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Aug 19, 2026 | - | - | - |
| 4 | Aug 19, 2026 | - | - | - |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 4, 2026 | - | Analysis | - |
| 8-K | Aug 3, 2026 | - | Analysis | - |
| SC 13G | Jul 31, 2026 | - | - | |
| 4 | Jun 3, 2026 | - | - | |
| 4 | Jun 3, 2026 | - | - | |
| 4 | May 18, 2026 | - | - | |
| 4 | May 18, 2026 | - | - | |
| 4 | May 18, 2026 | - | - | |
| 4 | May 18, 2026 | - | - | |
| 4 | May 18, 2026 | - | - | |
| 4 | May 18, 2026 | - | - | |
| 4 | May 18, 2026 | - | - | |
| 4 | May 18, 2026 | - | - | |
| 4 | May 18, 2026 | - | - | |
| 10-Q | May 7, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 7, 2026 | - | Analysis |
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LNTH SEC filings: frequently asked questions
Which institutions hold LNTH stock?
As of June 30, 2026, the largest Lantheus Holdings, Inc. (LNTH) holders among the 13F filers tracked by SignalX were BlackRock ($931.6 million), FMR LLC (Fidelity) ($430.4 million), Vanguard Portfolio Management LLC ($359.3 million), Vanguard Capital Management LLC ($325.3 million), State Street Corp ($277.4 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was LNTH's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Lantheus Holdings, Inc. (LNTH) reported revenue of $1.5 billion (up 0.5% from FY2024) and net income of $233.6 million. Diluted EPS was $3.41. The figures come from the XBRL data in the 10-K.
What are the main risks in LNTH's latest 10-K?
In the 10-K filed February 26, 2026, Lantheus Holdings, Inc. (LNTH) flagged: No specific or timely regulatory or legal risk detailed in the text. No concrete geopolitical or macroeconomic threat exposure disclosed. (AI summary of the Risk Factors section.)
What did LNTH report in its latest 8-K?
Lantheus Holdings, Inc. (LNTH) filed an 8-K on September 21, 2026 reporting Item 8.01 (Other Events). Curium voluntarily withdrew and refiled its HSR notification, restarting antitrust review rather than signaling transaction termination.
What are the latest LNTH SEC filings?
Lantheus Holdings, Inc. (LNTH) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on October 2, 2026 and a Form 4 insider filing on September 2, 2026.
What is LNTH's SEC CIK number?
Lantheus Holdings, Inc. (LNTH)'s SEC Central Index Key (CIK) is 1521036. EDGAR lists every LNTH filing under that number.
Ask anything about LNTH
The research agent reads LNTH's filings, financials, insider trades and 13F holders, then answers with sources.