Market Cap
$11.2B
ELAN
Elanco Animal Health Inc
$22.08 ▲ +1.40%
Prev close $21.77Market cap$11.2B
ConsensusStrong Buy
12-mo target$31.00 (+40.4%)
▲ Bullish
Analyst conviction 9/10
Insider Buying Cluster (2 insiders)High Impact Filing (7/10)34 New Institutional Positions16 Institutional Exits Biotech & Drug Discovery
Snapshot
The big-picture read on ELAN right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Strong Buy (91%)
Inst. Holders
50 funds
Inst. Value
$11.5B
Inst. Activity
34 buys / 16 sells
Insider Activity
$1.5M buy / $0.00 sell
Insider Net $
$1.5M
SEC Reports
13
Price chart 30d -10.6%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 30, 2026 Insider
Anand Kapila K was granted 642.028 shares
Director @ $22.39 ($14.4K)
Sep 25, 2026 short_volume
Short Volume: ELAN — 69.3% short (1.3M / 1.8M)
Short: 1,278,076 | Exempt: 352 | TRF Vol: 1,844,818 | Short Ratio: 69.3% | Off-exchange volume (dark
Sep 18, 2026 Insider
Simmons Jeffrey N was granted 126.09 shares
PRESIDENT, CEO AND DIRECTOR @ $22.42 ($2.8K)
Sep 18, 2026 Insider
Sep 11, 2026 SEC Modi Rajeev A. was granted 65.876 shares
SEE REMARKS @ $22.42 ($1.5K)
Elanco Animal Health reported Q2 2026 EPS of $0.34, a 64.7% beat vs the $0.21 consensus, with revenue of $1.21B in line
PRESS-RELEASE — Impact 6/10
Elanco Animal Health insiders made $1.03M in net open-market purchases over the past week, led by Director Lawrence Kurz
CLUSTER — Impact 6/10
Two Elanco insiders — Director Lawrence Kurzius and GC/Corp Sec Shiv O'Neill — made open-market purchases totaling $1.03
CLUSTER — Impact 4/10
Jun 30, 2026 Inst.
CITADEL ADVISORS LLC — DOUBLED
9,668,611 shares ($237.9M)
Analyst ratings buy % +5.8%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
91% rate it Buy or better · 23 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 6, 2026 | UBS | MAINTAIN | Buy | 55% |
| Aug 6, 2026 | Keybanc | MAINTAIN | Overweight | 52% |
| Jul 22, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Jun 18, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| May 7, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| May 7, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Apr 15, 2026 | Citigroup | INITIATE | Buy | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 10 | 11 | 2 | 0 | 0 | 91% | |
| Aug 1, 2026 | 10 | 11 | 2 | 0 | 0 | 91% | |
| Jul 1, 2026 | 9 | 11 | 2 | 0 | 0 | 91% | |
| Jun 1, 2026 | 9 | 11 | 2 | 0 | 0 | 91% | |
| May 1, 2026 | 9 | 12 | 2 | 0 | 0 | 91% | |
| Apr 1, 2026 | 8 | 12 | 2 | 0 | 0 | 91% | |
| Mar 1, 2026 | 8 | 12 | 2 | 0 | 0 | 91% | |
| Feb 1, 2026 | 8 | 12 | 2 | 0 | 0 | 91% |
Price targets
Where 13 covering analysts think ELAN trades over the next 12 months.
$31.00 +40.4% upside Strong Buy
Current$22.08 Low$26.00 Median$31.00 High$34.00 13 analysts
$26.00$34.00
Analyst rating Strong Buy· 1.5/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
13 SEC filing reports analyzed · 9 bullish, 0 bearish, 0 mixed, 4 neutral · avg impact 4.5/10.
BULLISHPRESS-RELEASE6/10
Elanco Animal Health reported Q2 2026 EPS of $0.34, a 64.7% beat vs the $0.21 consensus, with revenu
Sep 11, 2026
BULLISHCLUSTER6/10
Elanco Animal Health insiders made $1.03M in net open-market purchases over the past week, led by Di
Aug 25, 2026
BULLISHCLUSTER4/10
Two Elanco insiders — Director Lawrence Kurzius and GC/Corp Sec Shiv O'Neill — made open-market purc
Aug 22, 2026
BULLISHCLUSTER4/10
Two ELAN insiders—Director Michael J. Harrington and General Counsel Shiv O'Neill—made open-market p
Aug 19, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 25, 2026
short_volume
Short Volume: ELAN — 69.3% short (1.3M / 1.8M)
Short: 1,278,076 | Exempt: 352 | TRF Vol: 1,844,818 | Short Ratio: 69.3% | Off-exchange volume (dark pool + OTC)
Sep 23, 2026
short_volume
Short Volume: ELAN — 63.2% short (1.4M / 2.2M)
Short: 1,367,583 | Exempt: 500 | TRF Vol: 2,162,730 | Short Ratio: 63.2% | Off-exchange volume (dark pool + OTC)
Sep 22, 2026
short_volume
Short Volume: ELAN — 62.6% short (1.5M / 2.4M)
Short: 1,489,333 | Exempt: 158 | TRF Vol: 2,378,068 | Short Ratio: 62.6% | Off-exchange volume (dark pool + OTC)
Sep 21, 2026
short_volume
Short Volume: ELAN — 56.2% short (1.0M / 1.7M)
Short: 972,369 | Exempt: 785 | TRF Vol: 1,728,673 | Short Ratio: 56.2% | Off-exchange volume (dark pool + OTC)
Sep 18, 2026
short_volume
Short Volume: ELAN — 63.3% short (1.2M / 1.9M)
Short: 1,193,766 | Exempt: 2,615 | TRF Vol: 1,886,735 | Short Ratio: 63.3% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.21 | $0.19–$0.24 | 8.3% | -0.3% | 9↑ 1↓ | $1.2B | 12 |
| Next Q | $0.19 | $0.17–$0.23 | 43.0% | -0.1% | 2↑ 7↓ | $1.2B | 11 |
| Current FY | $1.13 | $1.10–$1.22 | 20.7% | +0.2% | 13↑ 0↓ | $5.1B | 14 |
| Next FY | $1.28 | $1.22–$1.44 | 13.2% | +0.4% | 13↑ 0↓ | $5.4B | 14 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.206 | — |
| 7d ago | $0.206 | -0.001 |
| 30d ago | $0.206 | -0.001 |
| 60d ago | $0.195 | +0.011 |
| 90d ago | $0.195 | +0.011 |
Institutional ownership
Which big funds own ELAN (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $11.5B total value (466,331,233 shares) as of 2026-Q2. Top holders: DODGE, FMR, BlackRock,. Net buying activity: 34 institutions added/increased vs 16 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| DODGE & COX | 67,397,025 | $1.7B | 14.5% | — |
| FMR LLC | 56,948,819 | $1.4B | 12.2% | — |
| BlackRock, Inc. | 48,849,973 | $1.2B | 10.5% | — |
| PRIMECAP MANAGEMENT CO/CA/ | 45,445,012 | $1.1B | 9.7% | — |
| DIMENSIONAL FUND ADVISORS LP | 25,417,271 | $625.5M | 5.5% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 22,672,312 | $558.0M | 4.9% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 22,607,532 | $556.4M | 4.8% | — |
| STATE STREET CORP | 16,063,046 | $395.3M | 3.4% | — |
| Winslow Capital Management, LLC | 13,511,127 | $332.5M | 2.9% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 11,302,057 | $278.2M | 2.4% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| CITADEL ADVISORS LLC | DOUBLED | 4,387,127 | 9,668,611 | +120.4% | $237.9M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | ADD | 6,229,045 | 8,355,772 | +34.1% | $205.6M |
| JENNISON ASSOCIATES LLC | ADD | 3,120,665 | 4,508,395 | +44.5% | $111.0M |
| MARSHALL WACE, LLP | DOUBLED | 1,382,412 | 4,432,350 | +220.6% | $109.1M |
| JUPITER ASSET MANAGEMENT LTD | ADD | 3,110,039 | 4,219,279 | +35.7% | $103.8M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 714,039 | 2,725,889 | +281.8% | $67.1M |
| RAYMOND JAMES FINANCIAL INC | ADD | 1,898,337 | 2,383,479 | +25.6% | $58.7M |
| Freestone Grove Partners LP | NEW | — | 2,170,681 | — | $53.4M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | DOUBLED | 848,372 | 1,872,157 | +120.7% | $46.1M |
| TORONTO DOMINION BANK | NEW | — | 1,813,684 | — | $44.6M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
13 insiders, 50 transactions. Net $1.5M — $1.5M bought, $0.00 sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 30, 2026 | Anand Kapila K | Director | AWARD | 642.028 | $22.39 | $14.4K |
| Sep 18, 2026 | Simmons Jeffrey N | PRESIDENT, CEO AND DIRECTOR | AWARD | 126.09 | $22.42 | $2.8K |
| Sep 18, 2026 | Modi Rajeev A. | SEE REMARKS | AWARD | 65.876 | $22.42 | $1.5K |
| Sep 18, 2026 | VanHimbergen Robert M | EVP and CFO | AWARD | 8.788 | $22.42 | $197.02 |
| Sep 4, 2026 | Simmons Jeffrey N | PRESIDENT, CEO AND DIRECTOR | AWARD | 115.385 | $24.50 | $2.8K |
| Sep 4, 2026 | Modi Rajeev A. | SEE REMARKS | AWARD | 60.283 | $24.50 | $1.5K |
| Sep 4, 2026 | VanHimbergen Robert M | EVP and CFO | AWARD | 8.042 | $24.50 | $197.02 |
| Aug 21, 2026 | Modi Rajeev A. | SEE REMARKS | AWARD | 61.616 | $23.97 | $1.5K |
| Aug 21, 2026 | VanHimbergen Robert M | EVP and CFO | AWARD | 8.219 | $23.97 | $197.02 |
| Aug 21, 2026 | Simmons Jeffrey N | PRESIDENT, CEO AND DIRECTOR | AWARD | 117.936 | $23.97 | $2.8K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for ELAN.
Shares short
31,809,151
Settlement Sep 15, 2026
Change vs prior
+2.9%
Semi-monthly cycle
Days to cover
6.3
At avg daily volume
Of shares outstanding
≈6.4%
Estimate — not % of float
All ELAN filing & press-release reports (13)
- PRESS-RELEASE reportSep 11, 2026
- CLUSTER reportAug 25, 2026
- CLUSTER reportAug 22, 2026
- CLUSTER reportAug 19, 2026
- CLUSTER reportAug 14, 2026
- CLUSTER reportAug 10, 2026
- 8-K reportAug 5, 2026
- COURT-RULING reportJun 29, 2026
- CLUSTER reportMay 26, 2026
- CLUSTER reportMay 26, 2026
- CLUSTER reportMay 19, 2026
- 8-K reportMay 6, 2026
- DEFA14A reportApr 8, 2026