Farallon Capital Management 13F: Adds $17M to LNTH Stake

Farallon Capital Management Expands Position in Lantheus Holdings

Farallon Capital Management lifted its investment in Lantheus Holdings, Inc. (NasdaqGM: LNTH) during the reporting period, according to a recent Form 13F filing with the Securities and Exchange Commission. The filing reflects holdings as of the end of the reporting period and may not represent the investor's current position today. As a prominent institutional investor known for managing diverse global portfolios, Farallon routinely adjusts its sector exposures across healthcare and other industries.

Details of the Share Increase

The fund added 156,000 shares to its holdings, representing a 2.9% increase (specifically 2.87%) compared to the prior period. This pushed Farallon's total share count from 5,427,479 up to 5,583,479 shares. At the end of the period, the stake carried a total reported value of approximately $619.43 million.

Lantheus Stock Trades Near 52-Week Highs

Shares of Lantheus Holdings changed hands around $110.94, trading near the upper end of its 52-week range of $49.67 to $111.86. The company carries a market capitalization of roughly $6.55 billion and a trailing P/E ratio of 23.99, alongside a forward P/E of 15.72. Its 50-day moving average sits at $101.74, while the 200-day moving average rests at $86.41.

Wall Street Analysts Adjust Ratings and Targets

Analyst sentiment has seen several updates over recent months. On July 15, 2026, Mizuho maintained an Outperform rating while adjusting its price target to $120.0 from $115.0. Shortly after, on July 16, 2026, Truist Securities maintained a Buy rating with a $125.0 price target. Later in the summer, several firms moved to lower their views: TD Cowen downgraded the stock to a Hold rating with a $102.5 price target on August 3, 2026. William Blair also downgraded the stock to a Market Perform rating on August 3, 2026, while CJS Securities moved to a Market Perform rating on August 4, 2026. Truist Securities subsequently downgraded the stock to a Hold rating with a $102.5 target on August 4, 2026, and Mizuho updated its stance to Neutral with a $109.0 target on October 13, 2026. Across the wider analyst community, the stock holds a consensus target mean price of $107.74 from eight analyst opinions.

Overview of Lantheus Holdings

Headquartered in Bedford, Massachusetts, Lantheus Holdings develops and commercializes diagnostic and therapeutic products that assist clinicians in diagnosing and treating heart disease, cancer, and other conditions. Its key commercial products include DEFINITY ultrasound enhancing agent, PYLARIFY PET imaging agents for prostate cancer, and TechneLite generators. The company employs 1193 people and operates within the specialty and generic drug manufacturing sector.

What to Watch at Lantheus Holdings, Inc.

Investors tracking Farallon's involvement will need to wait for subsequent quarterly 13F filings to see if the fund continues adding to its position or takes profits. Meanwhile, Lantheus is scheduled to release its next round of earnings results on November 5, 2026. Institutional 13F filings look backward at historical data and do not provide a complete picture of present-day trading activity.