Hardman Johnston Global Equity Strategy Initiated a Position in Elanco Animal Health (ELAN)

1 week ago 4

Soumya Eswaran

Wed, January 28, 2026 astatine 6:50 AM CST 3 min read

Hardman Johnston Global Advisors, an concern absorption company, released its “Hardman Johnston Global Equity Strategy” capitalist missive for the 4th fourth of 2025. A transcript of the missive tin beryllium downloaded here. Global equity markets delivered robust results successful the quarter, backed by easing ostentation trends and beardown economical data. The Hardman Johnston Global Equity Strategy returned 2.91%, nett of fees, compared to the MSCI AC World Net Index’s 3.29% gain. The Financials and Consumer Staples sectors contributed to the performance, portion the Industrials and Consumer Discretionary sectors detracted from comparative performance. In addition, delight cheque the Strategy’s apical 5 holdings to cognize its champion picks successful 2025.

In its fourth-quarter 2025 capitalist letter, Hardman Johnston Global Equity Strategy highlighted Elanco Animal Health Incorporated (NYSE:ELAN). Elanco Animal Health Incorporated (NYSE:ELAN) is simply a starring carnal wellness company. On January 27, 2026, Elanco Animal Health Incorporated (NYSE:ELAN) banal closed astatine $24.62 per share. One-month instrumentality of Elanco Animal Health Incorporated (NYSE:ELAN) was 8.79%, and its shares gained 100.33% of their worth implicit the past 3 months. Elanco Animal Health Incorporated (NYSE:ELAN) has a marketplace capitalization of $12.233 billion.

Hardman Johnston Global Equity Strategy stated the pursuing regarding Elanco Animal Health Incorporated (NYSE:ELAN) successful its 4th fourth 2025 capitalist letter:

"During the 4th we initiated positions successful Cameco Corp., Citigroup Inc., Elanco Animal Health Incorporated (NYSE:ELAN), HDFC Bank Ltd., and Vertiv Holdings Co. Elanco Animal Health, Inc. is simply a person successful carnal wellness markets with a 50/50 divided betwixt companion animal/farm animal. Mix is shifting towards companion animals which helps amended margins and maturation rates. Between 2023-2026 launching 7 imaginable blockbusters crossed antithetic cause classes/species starring to borderline expansion/portfolio leverage towards manufacture averages. Sale of the aqua concern de-levered the institution with nett debt/EBITDA present <4x. The institution is undergoing a turnaround pursuing a play of operational underperformance arsenic the caller CFO started successful mid-2025 with a amended strategy."

Elanco Animal Health Incorporated (NYSE:ELAN) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 26 hedge money portfolios held Elanco Animal Health Incorporated (NYSE:ELAN) astatine the extremity of the 3rd quarter, up from 25 successful the erstwhile quarter. While we admit the imaginable of Elanco Animal Health Incorporated (NYSE:ELAN) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.