LNTH Lantheus Holdings, Inc. Insider Trading

LNTH insider Patel sold 3,406,000 shares (49.5% of holdings) for $191,213,690 across 2 separate sales at $55.34 and $56.15 on 2025-08-19/20

Rajiv A. Patel executed two separate sales totaling 3,406,000 shares (3.41M shares) for $191,213,690.00, reducing his stake from 6,883,227 shares to 3,477,227 shares and representing a -49.5% reduction in holdings. The sales occurred at $55.34 and $56.15 per share on 2025-08-19 and 2025-08-20, respectively, while the current stock price stands at $59.16. This substantial liquidation of nearly half his position warrants investor scrutiny, particularly given that the stock is -49.3% from its 52-week high of $116.69 and has declined -18.2% over the past 30 days and -19.9% over 90 days. Despite the recent weakness, the company maintains solid fundamentals with annual revenue growth of +18.3%, a P/E of 14.83, and latest quarterly revenue of $378,045,000.00 and net income of $78,755,000.00, which may or may not align with the timing of this large insider exit.

10% owner Farallon Partners sells 3,406,000 shares (49.5% reduction) for $191,213,690.00 over 2 days

Farallon Partners L L C/CA, a 10% owner of Lantheus Holdings, executed two separate sales totaling 3,406,000 shares (3.41M shares) for $191,213,690.00, reducing its stake by approximately 49.5%. The sales occurred on consecutive trading days at blended average price of $56.14, and the filer retains 3,477,227 shares (3.48M shares) post-transaction. This substantial disposition—nearly half the pre-transaction position—by a major shareholder occurs within a context where the stock is down 18.2% over 30 days and 19.9% over 90 days from current price of $59.16, and the company trades at a P/E of 14.83 with recent strong fundamentals: $378,045,000 in latest quarterly revenue, $78,755,000 net income, and +18.3% annual revenue growth. The scale and speed of this equity reduction warrants investor attention to Farallon's conviction level in the name going forward.

CFO Marshall Robert J. Jr. sold 39,773 shares at blended $83.00 for $3.3M, reducing holdings by 30.9%

Marshall Robert J. Jr., CFO and Treasurer of Lantheus Holdings, executed 3 separate sales totaling 39,773 shares for $3,301,295.84 on 2025-06-09, at prices ranging from $81.27 to $83.40, with a blended average of $83.00. This sale reduced his holdings from 128,633 shares to 88,860 shares, a 30.9% reduction in position size. The current price of $80.75 sits -34.7% from the 52-week high of $123.62 and shows a 90-day decline of -18.7%, suggesting the stock has experienced material weakness since the transaction. His prior trades at LNTH show mixed timing outcomes: 2 of 4 prior measurable sells were well-timed at the 90-day mark (the 2024-03-15 and 2023-12-15 sales), while his cross-ticker track record across 6 prior sells shows a 60.00% well-timed rate at the 90-day horizon. The company's fundamentals remain solid with FY revenue growth of +18.3% and a P/E of 21.94, suggesting the sell decision was not necessarily driven by deteriorating business performance.

Blanchfield (LNTH President) sold 6,599 shares at $79.65 on 2025-06-05; stock now $83.22, up 1.8% in 30d but down 20.4% in 90d.

Paul Blanchfield, President of Lantheus Holdings, sold 6,599 shares for $525,610.35 at $79.65, reducing his holdings by 5.6% to 111,792 shares. The current price of $83.22 stands 30.7% below the 52-week high of $123.62, reflecting significant recent weakness despite +18.3% annual revenue growth and healthy $72.9M net income. His prior sell at LNTH on 2024-03-07 was poorly timed, with the stock subsequently returning +33.2% over 90 days, suggesting this insider has not demonstrated consistent sell-side timing at this ticker. This open-market sale represents a moderately sized reduction from a senior executive during a period of stock weakness relative to recent highs.

Director Heino Mary Anne sells 26,066 shares at blended avg $76.83; all 5 prior LNTH sales were well-timed at 90d mark.

Director Heino Mary Anne executed two separate sales totaling 26,066 shares for $2,002,570.47, reducing holdings by 7.6% from 344.7K to 318.6K shares. The timing warrants attention: all 5 of her prior trades at LNTH (dating to 2025-03-03) were well-timed at the 90-day mark, with the stock subsequently declining between -18.1% and -21.2% after each sale. Her cross-ticker track record shows a 47.37% well-timed sell rate across 19 prior open-market sells. The company's fundamentals remain solid (18.3% annual revenue growth, P/E of 21.64, $72.9M net income on $372.8M quarterly revenue), but the stock is down 35.6% from its 52-week high and down 26.2% over the past 30 days, suggesting the market is repricing the name regardless of operational strength. The pattern of repeated well-timed exits at this ticker deserves investor scrutiny.

CFO Marshall Robert J. Jr. sold 10,000 shares of LNTH at $100.52; now at $103.28, up 29.2% in 30 days.

Marshall Robert J. Jr., CFO and Treasurer, sold 10,000 shares (8.1% of his pre-transaction holdings) at $100.52 on 2025-03-17, reducing his stake from 123.9K to 113.9K shares. The stock has appreciated to $103.28 since the sale, marking a 30-day gain of 29.2% from the transaction price. Reviewing his LNTH trade history, he has completed 5 prior sales at this ticker, with 3 of 5 well-timed at the 90-day mark, suggesting moderate predictive accuracy in his prior exit decisions; however, the current transaction remains early in its post-trade window and the 30-day performance is positive, indicating this particular sale has not yet preceded a decline. Lantheus fundamentals remain solid with $378.7M revenue in the latest quarter and net income of $131.1M, supporting the stock's recent momentum.

Director Heino sells 53,107 LNTH shares across 5 transactions for $5,010,733.79 at blended $94.35, reducing stake 10.8%

Heino Mary Anne, a director, executed 5 separate sales totaling 53,107 shares for $5,010,733.79 on March 3, 2025, reducing her holdings by 10.8%. The sales occurred at prices ranging from $92.29 to $95.91, with a blended average of $94.35, while the current price is $100.48. Her prior sales at LNTH show a consistent pattern: 0 of 5 prior trades at this ticker were well-timed at the 90-day mark, with post-sale returns ranging from -0.6% to +11.8% over 30 days. The stock is currently up 12.2% over 30 days and 12.5% over 90 days, suggesting she sold below current market levels. With strong fundamentals including annual revenue growth of +18.3%, net income of $131,093,000.00, and a P/E of 16.64, the company shows operational health, though her sustained selling pattern across multiple tranches warrants observation of whether additional dispositions follow.

CFO Marshall sells 10,000 LNTH shares at $81.20; stock now $79.43, down 35.8% from 52-week high

CFO Robert J. Marshall Jr. sold 10,000 shares at $81.20 on 2024-11-15, reducing his holdings from 112,963 to 102,963 shares. The stock has since fallen to $79.43, representing a -35.8% decline from its 52-week high of $123.62 and a -31.9% drop over the past 30 days. His timing on this sale aligns with his prior pattern at this ticker: across 4 prior LNTH sales, 3 of 4 were well-timed at the 90-day mark, demonstrating a consistent ability to exit before subsequent declines. The broader company fundamentals remain supportive—annual revenue growth of +38.6%, net income of $131.1M, and a P/E of 12.92—but the sharp recent momentum loss and his strategic exit warrant monitoring of whether further deterioration is signaling ahead of broader market recognition.

Director Mary Anne Heino sells 11,487 shares (11.5K) for $1.0M at blended avg $87.16; stock now down -24.1% in 30 days.

Director Mary Anne Heino executed 4 separate sales on 2024-11-08 totaling 11,487 shares for $1,001,217.84, reducing holdings by 2.5% to 443,436 shares. The transactions occurred at prices ranging from $86.32 to $89.58 per share, with a blended average of $87.16. Since the sale, the stock has declined significantly—down -24.1% over 30 days and -10.3% over 90 days—placing it -31.1% below its 52-week high of $123.62. At the same ticker (LNTH), Heino's 5 prior trades produced mixed timing outcomes: three August 2024 sales showed strong 30-day and 90-day gains (+10.1% to +11.8% at 30 days; +13.6% to +15.4% at 90 days), while two March 2024 sales were underwater at 30 days (-8.7% to -9.8%) before recovering at 90 days. Notably, 0 of 5 prior same-ticker sales proved well-timed by the 90-day standard, suggesting limited predictive power in her prior exits at this ticker. The company shows solid fundamentals—annual revenue growth of +38.6% and net income of $131.1M on $378.7M quarterly revenue—with a P/E of 13.85 and market cap of $5.9B, though the recent sharp equity depreciation and lack of prior well-timed exits at this ticker merit investor scrutiny.

Director Ber Gerard sold 15,500 shares of LNTH at blended average $96.48, reducing stake by 42.2% to 21,221 shares

Ber Gerard, a Director at Lantheus Holdings, executed 3 separate sales on 2024-08-12 totaling 15,500 shares for $1,495,395.75, with a blended average price of $96.48. This sale reduced his holdings from 36,721 shares to 21,221 shares, representing a 42.2% reduction in position size. The current stock price of $94.91 sits 23.2% below the 52-week high of $123.62, reflecting significant recent weakness despite robust fundamentals (38.6% annual revenue growth, $62.1M net income in latest quarter, P/E of 15.38). The Director's transaction occurred near recent price lows relative to the 52-week range, with the stock down 23.0% over the prior 30 days.