Mutual of America Capital Management 13F: Cuts LNTH Stake by $2.4M

Mutual of America Capital Management cut its holdings in Lantheus Holdings, Inc. LNTH by 50.6% during the quarter, according to a Form 13F filing on October 23, 2026. The fund sold 23,718 shares of the healthcare company, leaving it with 23,134 shares worth about $2.3 million at the time of the report.

LNTH Lantheus Holdings, Inc.

$99.80 ▲ +48.36% year to date

1M 3M YTD

Daily close · Oct 23, 2026

What Changed in Mutual of America's Lantheus Holdings Position

Before the filing, Mutual of America owned 46,852 shares of Lantheus. The 50.6% reduction left the firm with 23,134 shares. The remaining stake carried a reported value of $2,302,527. Lantheus closed at $99.80 on the filing date of October 23, 2026.

Other Institutional Activity in Lantheus Holdings

Other large funds also made notable shifts in their healthcare holdings during recent periods. Farallon Capital Management LLC held 5,583,479 shares worth $557,231,221 with no change in units. Jupiter Topco LLC grew its holdings by 2,594,208 shares, ending with 5,188,416 shares worth about $517,803,932 following a 100.0% increase. American Century Companies Inc grew its holdings by 1,035,388 shares, ending with 2,816,547 shares worth about $281,091,399 following a 58.1% increase.

Lantheus Holdings, Inc. Stock Down 0.4%

Lantheus recently traded around $99.80 as of October 24, 2026, which is about equal to its close of $99.80 on October 23. The stock sits roughly 0.5% below its 50-day moving average of $100.32 and about 10.4% above its 200-day moving average of $90.40. Shares trade 10.8% below their 52-week high of $111.86 and well above their 52-week low of $50.16.

Recent Earnings

Lantheus generated $1.56 billion in revenue over the trailing twelve months alongside earnings of $4.12 per share. The company reports a net profit margin of 17.7% and a return on equity of 22.2%. Its next quarterly financial update is scheduled for November 5, 2026.

Insider Buying and Selling at Lantheus Holdings, Inc.

Several company insiders completed transactions over the prior year, including Director Julie H. McHugh and General Counsel Daniel M. Niedzwiecki.

Analysts Set New Price Targets

Wall Street analysts have recently adjusted their outlooks on the stock. Mizuho downgraded its rating to Neutral with a $109.00 price target on October 13, 2026, following prior adjustments from firms like TD Cowen and Truist Securities.

About Lantheus Holdings

Lantheus Holdings, Inc. creates diagnostic and therapeutic products used by clinicians to diagnose and treat conditions involving the heart and cancer. Based in Bedford, Massachusetts, the firm supports medical professionals globally with specialized imaging agents and other healthcare solutions.

Bottom Line

Institutional adjustments in Lantheus continue to draw attention as investors watch the upcoming earnings release on November 5, 2026. Market participants will monitor further regulatory filings to track how major funds position themselves ahead of the company's next financial update.