Elanco Animal Health, Inc. (ELAN)

In the past six months, Elanco's stock has been influenced by several key events. Elanco reported Q3 2025 earnings of $0.19 EPS, exceeding analyst expectations, with revenue also surpassing forecasts, reaching $1.14 billion. Elanco received FDA Emergency Use Authorization for Credelio™ CAT to treat New World screwworm infestations in cats. Multiple analysts upgraded Elanco's stock and increased price targets. Elanco shares reached a new 52-week high of $23.17. Elanco released its Q2 2025 earnings, posting strong quarterly results and raising its full-year guidance.

Elanco Animal Health experiences seasonality in its pet health business, with increased demand for certain parasiticide products like Seresto and Advantage Family during the first half of the year. This seasonality is reflective of the flea and tick season in the Northern Hemisphere, with approximately 75% of total annual revenue from Seresto and 60% from Advantage Family historically occurring in the first half of the year.

Elanco Animal Health, Inc. is a global animal health company focused on innovating and delivering products and services for disease prevention and treatment in farm animals and pets. The company operates in the Pharmaceuticals sector, specifically within the animal health and drug manufacturers industry, offering a diverse product portfolio for various species, including dogs, cats, cattle, poultry, swine, and sheep. Elanco's major products are divided into Pet Health, which includes parasiticides, vaccines, and therapeutics, and Farm Animal, which focuses on efficiency, disease prevention, food safety, and sustainability.

Elanco Animal Health, Inc. has a significant global presence, supplying its products and services to farmers, veterinarians, and pet owners in more than 90 countries worldwide. The company markets its products across Asia, Europe, Australia, North America, and the Middle East. Elanco's global headquarters is located in Greenfield, Indiana, in the United States, with a consolidated global operations base in downtown Indianapolis.

Elanco's brand reputation has faced challenges and positive initiatives in the past year. A 2022 report linked Elanco's Seresto flea and tick collar to incidents of pesticide poisoning, including pet deaths, but the EPA was unable to determine whether Seresto was the cause of the reported animal deaths. Elanco released its 2024 Impact Report, showcasing its efforts to enhance animal care and introducing a new framework centered on four key communities of impact: animals, customers, society, and its people.

Elanco Animal Health, Inc. has significant institutional ownership, with approximately 97.48% of the stock held by institutional investors, including Dodge & Cox, FMR LLC, Vanguard Group Inc., and BlackRock, Inc. The largest individual shareholder is Scott D. Ferguson, owning 27.84 million shares, representing 5.60% of the company.