William Blair Has Optimistic Outlook of ELAN Q4 Earnings

Key Points

• William Blair has increased its Q4 2025 earnings per share estimate for Elanco Animal Health from $0.14 to $0.15, maintaining an "Outperform" rating for the stock.
• Other analysts have also shown optimism, with UBS raising the price target from $18.00 to $19.00 and assigning a "buy" rating.
• Elanco Animal Health reported Q3 earnings of $0.26 per share, exceeding consensus estimates of $0.20, along with a revenue of $1.24 billion for the quarter.

Elanco Animal Health Incorporated (NYSE:ELAN - Free Report) - Research analysts at William Blair increased their Q4 2025 earnings estimates for shares of Elanco Animal Health in a research note issued to investors on Thursday, August 7th. William Blair analyst B. Vazquez now expects that the company will earn $0.15 per share for the quarter, up from their previous forecast of $0.14. William Blair has a "Outperform" rating on the stock. The consensus estimate for Elanco Animal Health's current full-year earnings is $0.91 per share. William Blair also issued estimates for Elanco Animal Health's Q1 2026 earnings at $0.35 EPS, Q2 2026 earnings at $0.31 EPS, Q3 2026 earnings at $0.17 EPS and FY2026 earnings at $1.00 EPS.

Several other equities analysts have also recently issued reports on ELAN. Wall Street Zen raised shares of Elanco Animal Health from a "hold" rating to a "buy" rating in a research note on Saturday, July 5th. UBS Group boosted their price objective on shares of Elanco Animal Health from $18.00 to $19.00 and gave the company a "buy" rating in a research note on Friday, August 8th. Piper Sandler boosted their price objective on shares of Elanco Animal Health from $12.00 to $18.00 and gave the company a "neutral" rating in a research note on Monday. Leerink Partnrs raised shares of Elanco Animal Health from a "hold" rating to a "strong-buy" rating in a research note on Thursday, July 17th. Finally, Leerink Partners raised shares of Elanco Animal Health from a "market perform" rating to an "outperform" rating and set a $18.00 price objective on the stock in a research note on Thursday, July 17th. Two investment analysts have rated the stock with a hold rating, six have given a buy rating and one has assigned a strong buy rating to the stock. Based on data from MarketBeat, Elanco Animal Health currently has a consensus rating of "Moderate Buy" and an average price target of $17.33.

Elanco Animal Health Stock Performance

ELAN traded down $0.04 during trading on Monday, hitting $17.97. The stock had a trading volume of 1,255,826 shares, compared to its average volume of 5,413,118. The company has a debt-to-equity ratio of 0.61, a quick ratio of 1.40 and a current ratio of 2.60. The firm has a market capitalization of $8.93 billion, a P/E ratio of 20.89, a PEG ratio of 3.31 and a beta of 1.66. The company's 50-day moving average price is $14.65 and its 200 day moving average price is $12.23. Elanco Animal Health has a twelve month low of $8.02 and a twelve month high of $18.08.

Elanco Animal Health (NYSE:ELAN - Get Free Report) last released its quarterly earnings results on Thursday, August 7th. The company reported $0.26 EPS for the quarter, beating the consensus estimate of $0.20 by $0.06. Elanco Animal Health had a net margin of 9.68% and a return on equity of 7.04%. The firm had revenue of $1.24 billion during the quarter, compared to the consensus estimate of $1.19 billion. During the same quarter in the prior year, the firm earned $0.30 EPS. Elanco Animal Health's revenue for the quarter was up 4.8% on a year-over-year basis.

Hedge Funds Weigh In On Elanco Animal Health

A number of institutional investors and hedge funds have recently made changes to their positions in the stock. Brevan Howard Capital Management LP grew its stake in shares of Elanco Animal Health by 105.0% during the 2nd quarter. Brevan Howard Capital Management LP now owns 64,878 shares of the company's stock worth $926,000 after purchasing an additional 33,225 shares during the period. Balyasny Asset Management L.P. boosted its position in shares of Elanco Animal Health by 32.9% in the 2nd quarter. Balyasny Asset Management L.P. now owns 2,309,886 shares of the company's stock worth $32,985,000 after buying an additional 571,444 shares in the last quarter. Bank of America Corp DE boosted its position in shares of Elanco Animal Health by 29.7% in the 2nd quarter. Bank of America Corp DE now owns 2,139,892 shares of the company's stock worth $30,558,000 after buying an additional 489,659 shares in the last quarter. Ameriprise Financial Inc. boosted its position in shares of Elanco Animal Health by 36.9% in the 2nd quarter. Ameriprise Financial Inc. now owns 189,620 shares of the company's stock worth $2,708,000 after buying an additional 51,123 shares in the last quarter. Finally, Raymond James Financial Inc. boosted its position in shares of Elanco Animal Health by 25.6% in the 2nd quarter. Raymond James Financial Inc. now owns 1,195,136 shares of the company's stock worth $17,067,000 after buying an additional 243,345 shares in the last quarter. 97.48% of the stock is owned by institutional investors and hedge funds.

About Elanco Animal Health

Elanco Animal Health Incorporated, an animal health company, innovates, develops, manufactures, and markets products for pets and farm animals. It offers pet health disease prevention products, such as parasiticide and vaccine products that protect pets from worms, fleas, and ticks under the Seresto, Advantage, Advantix, and Advocate brands; pet health therapeutics for pain, osteoarthritis, ear infections, cardiovascular, and dermatology indications in canines and felines under the Galliprant and Claro brands; vaccines, antibiotics, parasiticides, and other products for use in poultry and aquaculture production, as well as nutritional health products, including enzymes, probiotics, and prebiotics; and a range of vaccines, antibiotics, implants, parasiticides, and other products used in ruminant and swine production under the Rumensin and Baytril brands.