SCHEDULE: Janus Henderson Boosts Lantheus Holdings Stake to 10%

Janus Henderson Group plc has increased its beneficial ownership in Lantheus Holdings, Inc. to 10.0% of common stock, holding 6,938,984 shares.

Summary

• Janus Henderson Group plc, an investment adviser and parent holding company, reported beneficial ownership of 6,938,984 shares of Lantheus Holdings, Inc. common stock.
• This represents 10.0% of the class of securities.
• The filing is an Amendment No. 4 to a Schedule 13G.
• The event requiring this filing occurred on June 30, 2025.
• Janus Henderson Group plc holds shared voting and dispositive power over all 6,938,984 shares.
• One of its indirect subsidiaries, JHIUS, is deemed to be the beneficial owner of 6,242,218 shares, representing 9.0% of the class.

Sentiment

Score: 5

Explanation: The filing is a routine beneficial ownership disclosure (Schedule 13G Amendment), indicating an institutional investor's stake. It does not contain operational or financial performance data for the issuer, thus the sentiment is neutral.

Positives

• Increased stake by a major institutional investor (Janus Henderson Group plc) to 10.0% could signal confidence in Lantheus Holdings, Inc.'s long-term prospects.
• The acquisition of shares was stated to be in the ordinary course of business, not for control purposes, suggesting a passive investment strategy.

Negatives

• No specific negative information about Lantheus Holdings, Inc. is contained within this ownership disclosure.

Risks

• No specific risks related to Lantheus Holdings, Inc.'s operations or financial health are disclosed in this ownership filing. The primary risk is related to the investment itself, which is inherent in any stock ownership.

Future Outlook

This Schedule 13G filing is an ownership disclosure and does not contain forward-looking statements or guidance regarding Lantheus Holdings, Inc.'s future operations or financial performance.

Management Comments

• Kristin Mariani, Head of North America Compliance and CCO for Janus Henderson Group plc, certified that the securities were acquired and are held in the ordinary course of business and not for the purpose or effect of changing or influencing the control of the issuer.

Industry Context

This filing reflects an institutional investor's position adjustment in a publicly traded company. It does not provide specific insights into broader industry trends or competitive dynamics, but rather indicates an investment firm's portfolio allocation decision.

Comparison to Industry Standards

• This filing is a standard beneficial ownership disclosure (Schedule 13G) and does not contain information for comparison to industry-specific operational or financial benchmarks. It solely reports an investment firm's stake in a company.

Stakeholder Impact

• The increased institutional ownership by Janus Henderson Group plc could be viewed positively by existing shareholders as it may signal confidence in the company. There is no direct impact on employees, customers, suppliers, or creditors mentioned in this ownership disclosure.

Next Steps

• The filing does not outline any specific future actions, events, or milestones for Lantheus Holdings, Inc. or Janus Henderson Group plc beyond the ongoing reporting requirements for beneficial ownership.

Key Dates

Keywords

Lantheus Holdings, Janus Henderson, SEC filing, Schedule 13G, beneficial ownership, common stock, institutional investment, equity stake