Elanco Animal Health (NYSE:ELAN) Issues Earnings Results

by · The Markets Daily

Elanco Animal Health (NYSE:ELAN – Get Free Report) posted its quarterly earnings data on Tuesday. The company reported $0.13 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.11 by $0.02, FiscalAI reports. The business had revenue of $1.14 billion during the quarter, compared to analyst estimates of $1.09 billion. Elanco Animal Health had a return on equity of 7.41% and a net margin of 0.78%. Elanco Animal Health updated its Q1 2026 guidance to 0.330-0.36 EPS and its FY 2026 guidance to 1.000-1.060 EPS.

Elanco Animal Health Stock Down 1.0%

Shares of ELAN opened at $24.72 on Tuesday. The firm has a fifty day moving average price of $23.90 and a 200-day moving average price of $21.55. The company has a current ratio of 2.40, a quick ratio of 1.23 and a debt-to-equity ratio of 0.59. The firm has a market capitalization of $12.28 billion, a P/E ratio of 412.07, a P/E/G ratio of 3.73 and a beta of 1.87. Elanco Animal Health has a 12-month low of $8.02 and a 12-month high of $26.08.

Analyst Upgrades and Downgrades

A number of analysts recently issued reports on the company. UBS Group raised their price target on Elanco Animal Health from $27.00 to $30.00 and gave the stock a “buy” rating in a research report on Thursday, January 29th. KeyCorp reissued an “overweight” rating on shares of Elanco Animal Health in a research note on Wednesday, December 10th. Weiss Ratings restated a “sell (d+)” rating on shares of Elanco Animal Health in a report on Monday, December 29th. Morgan Stanley upped their price target on shares of Elanco Animal Health from $18.00 to $22.00 and gave the company an “equal weight” rating in a report on Thursday, December 18th. Finally, Piper Sandler raised shares of Elanco Animal Health from a “neutral” rating to an “overweight” rating and increased their price objective for the stock from $24.00 to $30.00 in a research report on Thursday, January 22nd. One investment analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating, two have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, Elanco Animal Health currently has a consensus rating of “Moderate Buy” and a consensus price target of $25.89.

Read Our Latest Report on ELAN

Insider Activity at Elanco Animal Health

In related news, CFO Robert M. Vanhimbergen bought 6,950 shares of Elanco Animal Health stock in a transaction dated Thursday, December 11th. The shares were acquired at an average cost of $21.64 per share, with a total value of $150,398.00. Following the completion of the transaction, the chief financial officer owned 124,233 shares in the company, valued at $2,688,402.12. The trade was a 5.93% increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, CEO Jeffrey N. Simmons purchased 22,000 shares of the firm’s stock in a transaction dated Thursday, December 11th. The shares were bought at an average cost of $21.75 per share, with a total value of $478,500.00. Following the purchase, the chief executive officer directly owned 167,000 shares of the company’s stock, valued at approximately $3,632,250. This represents a 15.17% increase in their position. The disclosure for this purchase is available in the SEC filing. Over the last quarter, insiders purchased 43,450 shares of company stock worth $937,883. 0.89% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently bought and sold shares of ELAN. Moors & Cabot Inc. bought a new position in shares of Elanco Animal Health in the 3rd quarter worth $206,000. Kotler Kevin bought a new stake in Elanco Animal Health during the fourth quarter valued at about $205,000. Kestra Advisory Services LLC bought a new stake in Elanco Animal Health during the fourth quarter valued at about $168,000. Empowered Funds LLC grew its stake in Elanco Animal Health by 35.2% in the first quarter. Empowered Funds LLC now owns 15,835 shares of the company’s stock valued at $166,000 after purchasing an additional 4,121 shares during the last quarter. Finally, Cresset Asset Management LLC raised its holdings in Elanco Animal Health by 12.8% in the second quarter. Cresset Asset Management LLC now owns 11,338 shares of the company’s stock worth $162,000 after purchasing an additional 1,287 shares in the last quarter. Institutional investors own 97.48% of the company’s stock.

Key Headlines Impacting Elanco Animal Health

Here are the key news stories impacting Elanco Animal Health this week:

  • Positive Sentiment: Q4 results beat expectations: adjusted EPS of $0.13 beat consensus $0.11 and revenue of $1.14B topped estimates of $1.09B — signs of operational momentum. View Press Release
  • Positive Sentiment: FY‑2026 targets show modest upside vs. street: revenue guidance $4.95B–$5.02B and adjusted EPS $1.00–$1.06 (midpoint roughly in line with consensus), with adjusted EBITDA growth and a raised innovation revenue target of $1.15B — suggests continued product execution and margin improvement. Elanco Press Release
  • Neutral Sentiment: Q1 2026 guidance of $0.330–$0.36 EPS is essentially in line with the $0.35 consensus but leaves little upside (lower bound below consensus) — near‑term results could be choppy. Guidance Details
  • Neutral Sentiment: Street reception includes analyst support (e.g., BofA raised its price target to $28), which may limit downside if execution holds. Analyst Coverage
  • Neutral Sentiment: Market commentary flags strategic bets (dermatology expansion) that could drive growth but add execution risk; watch pipeline updates and launch cadence. Market Commentary
  • Negative Sentiment: GAAP results still show reported net losses (Q4 reported net loss $276M; full‑year net loss $232M), and the company continues to rely on adjusted metrics — investors may penalize the stock if GAAP improvement lags. GAAP vs Adjusted Details
  • Negative Sentiment: Valuation and leverage remain risk factors: the stock trades at a high P/E on adjusted earnings and net leverage (~3.6x) is elevated despite a guidance target to reduce it — leaves sensitivity to execution and interest‑rate/credit sentiment. No external link

Elanco Animal Health Company Profile

(Get Free Report)

Elanco Animal Health Inc is a global leader in animal health dedicated to improving food and companion animal well-being. The company develops, manufactures and markets a range of products, including parasiticides, vaccines, antibiotics and feed additives designed to prevent and treat disease in livestock and pets. Elanco’s portfolio spans both food-producing animals—such as cattle, swine, poultry and aquaculture—and companion animals, with offerings that support parasite control, pain management and infectious disease prevention.

Originally founded as the animal health division of Eli Lilly and Company in the mid-20th century, Elanco was spun off into an independent publicly traded company in 2018.

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