Nitorum Capital Exits Lantheus Holdings Stake with $28.2 Million Transaction
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 24 2025
0mins
Source: Fool
- Complete Exit: Nitorum Capital sold 344,444 shares of Lantheus Holdings during Q3 for an estimated $28.2 million, marking a complete exit from the company and reflecting a cautious outlook on its future performance.
- Asset Management Shift: Following this transaction, Nitorum's 13F reportable assets under management decreased to $569.28 million, indicating a significant adjustment in its investment portfolio that may impact future investment strategies.
- Earnings Pressure: Despite Lantheus reporting $384 million in Q3 revenue and nearly $95 million in free cash flow, its GAAP EPS plummeted from $1.79 to $0.41 year-over-year, highlighting pressure on earnings quality that could affect investor confidence.
- Poor Market Performance: Lantheus shares have declined 27% over the past year, significantly underperforming the S&P 500's 15% gain during the same period, suggesting low market expectations for future growth and potentially prompting more investors to reassess their holdings.
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Analyst Views on LNTH
Wall Street analysts forecast LNTH stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for LNTH is 82.17 USD with a low forecast of 70.00 USD and a high forecast of 105.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
7 Analyst Rating
6 Buy
1 Hold
0 Sell
Strong Buy
Current: 66.310
Low
70.00
Averages
82.17
High
105.00
Current: 66.310
Low
70.00
Averages
82.17
High
105.00
About LNTH
Lantheus Holdings, Inc. is a radiopharmaceutical-focused company, dedicated to helping clinicians find, fight, and follow disease to deliver better patient outcomes. The Company's product categories include Radiopharmaceutical Oncology, Precision Diagnostics, and Strategic Partnerships and Others. The Company's Radiopharmaceutical Oncology products help healthcare professionals (HCPs) find, fight and follow cancer. The Company's Precision Diagnostic products assist HCPs to find and follow diseases. Its Strategic Partnerships include biomarkers and digital solutions in support of its partners’ therapeutic development, out-licensing agreements for non-core assets and optimization of its assets geographically. The Company's commercial products are used by cardiologists, internal medicine physicians, neurologists, nuclear medicine physicians, oncologists, radiologists, sonographers, technologists, and urologists working in a variety of clinical settings.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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