I recommend a buy rating for Elanco Animal Health, driven by a strong new product cycle and robust clinic adoption. Zenrelia and Credelio Quattro are gaining significant market share, supporting double-digit revenue growth and margin expansion for ELAN. Befrena offers another growth lever, with early demand exceeding expectations, though near-term contribution is limited by supply constraints.
Elanco Animal Health is transitioning from a leveraged consolidator to an innovative competitor, with new products driving EBITDA growth and market share gains. ELAN's innovation portfolio, including Zenrelia, Credelio Quattro, and Befrena, is capturing share in dermatology and parasiticide markets, challenging Zoetis' key franchises. Margin expansion and deleveraging are underway, supported by the Ascend program and strong cash flow; net leverage is targeted below 3.0x by 2027.
Elanco Animal Health NYSE: ELAN reported second-quarter 2026 revenue of $1.368 billion, up 10% on a reported basis and 8% organically in constant currency, as demand for new pet-health products and strength in U.S. farm animal operations supported growth.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DI David Izzi Brown, LISLE/CUMMINGS Inc. | 300 | $8,514 | $7,911 | -$603 | -7.08% |
Curtis Ellergodt Rothschild Investment LLC | 116 | $2,232.64 | $3,041.52 | $808.88 | 36.23% |
Dodge & Cox Dodge & Cox Funds | 67.4M | $1.14B | $1.49B | $347.84M | 30.41% |
| ABB Alexander Bjornager Bonde Danske Bank A/S | 583,026 | $13.32M | $12.89M | -$430,973.55 | -3.24% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 508 | $11,496.04 | $11,546.84 | $50.8 | 0.44% |
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SS Steve Scala TD Cowen | 1,271.53 | $30,796.47 | $32,449.45 | $1,652.98 | 5.37% |
| SD Steve Dechert Keybanc | 2,740.45 | $66,318.91 | $60,591.37 | -$5,727.54 | -8.64% |
| Specialty Retail Industry | Consumer Discretionary Sector | Jeffrey N. Simmons CEO | NYSE Exchange | 28414H103 CUSIP |
| US Country | 9,650 Employees | - Last Dividend | - Last Split | - IPO Date |
Elanco Animal Health Incorporated is an animal health company founded in 1954 with its headquarters in Greenfield, Indiana. Specializing in the innovation, development, manufacturing, and marketing of products for pets and farm animals, Elanco aims to improve the health and productivity of those animals through a comprehensive range of products. The company distributes its offerings globally, catering to third-party distributors, veterinarians, and farm animal producers, which include beef and dairy farmers, as well as those involved in pork, poultry, and aquaculture operations.