AIA Group Ltd Sells 4,496 Shares of Illumina, Inc. $ILMN

AIA Group Ltd lessened its stake in Illumina, Inc. (NASDAQ:ILMN) by 9.8% in the 3rd quarter, HoldingsChannel reports. The fund owned 41,363 shares of the life sciences company’s stock after selling 4,496 shares during the quarter. AIA Group Ltd’s holdings in Illumina were worth $3,928,000 at the end of the most recent reporting period.

Other institutional investors also recently modified their holdings of the company. Quent Capital LLC bought a new stake in shares of Illumina during the third quarter valued at approximately $29,000. Quarry LP acquired a new stake in shares of Illumina in the third quarter valued at approximately $32,000. Aster Capital Management DIFC Ltd bought a new position in Illumina in the 3rd quarter worth approximately $33,000. Strategic Advocates LLC acquired a new position in Illumina during the 3rd quarter worth $44,000. Finally, Mather Group LLC. acquired a new position in Illumina during the 3rd quarter worth $46,000. 89.42% of the stock is owned by institutional investors.

Insider Activity

In other news, SVP Patricia Leckman sold 2,370 shares of the company’s stock in a transaction dated Wednesday, February 18th. The stock was sold at an average price of $116.18, for a total value of $275,346.60. Following the completion of the sale, the senior vice president directly owned 16,321 shares of the company’s stock, valued at $1,896,173.78. This represents a 12.68% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Insiders own 2.60% of the company’s stock.

Illumina Stock Up 3.0%

NASDAQ:ILMN opened at $126.59 on Friday. Illumina, Inc. has a 12-month low of $68.70 and a 12-month high of $155.53. The company has a quick ratio of 1.72, a current ratio of 2.08 and a debt-to-equity ratio of 0.55. The firm has a market capitalization of $19.36 billion, a P/E ratio of 23.23, a P/E/G ratio of 2.35 and a beta of 1.45. The stock’s fifty day simple moving average is $131.25 and its 200-day simple moving average is $120.45.

Illumina (NASDAQ:ILMN) last released its quarterly earnings data on Thursday, February 5th. The life sciences company reported $1.35 EPS for the quarter, beating analysts’ consensus estimates of $1.26 by $0.09. Illumina had a return on equity of 31.04% and a net margin of 19.57%.The business had revenue of $1.16 billion during the quarter, compared to the consensus estimate of $1.10 billion. During the same quarter in the prior year, the company posted $0.95 earnings per share. The firm’s revenue was up 5.0% on a year-over-year basis. Illumina has set its FY 2026 guidance at 5.050-5.200 EPS. Equities research analysts expect that Illumina, Inc. will post 4.51 earnings per share for the current year.

Wall Street Analysts Forecast Growth

ILMN has been the subject of several research reports. TD Cowen reissued a “hold” rating on shares of Illumina in a research note on Wednesday, January 7th. Weiss Ratings reiterated a “hold (c-)” rating on shares of Illumina in a report on Monday, December 29th. Evercore set a $150.00 price objective on Illumina in a research report on Friday, February 6th. Canaccord Genuity Group boosted their price objective on Illumina from $130.00 to $150.00 and gave the stock a “hold” rating in a report on Monday, January 26th. Finally, Robert W. Baird set a $137.00 target price on shares of Illumina in a research report on Friday, February 6th. Six equities research analysts have rated the stock with a Buy rating, ten have given a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus price target of $129.69.

Trending Headlines about Illumina

Here are the key news stories impacting Illumina this week:

• Positive Sentiment: Expanded Labcorp collaboration to drive NGS adoption, expand distributed testing access, generate evidence for payer coverage and develop new oncology tests—provides a clear commercial growth pathway for Illumina’s oncology sequencing business. Illumina and Labcorp expand collaboration to broaden access to precision oncology testing
• Positive Sentiment: Quarterly / sector commentary highlights Illumina as “firing on all cylinders,” reinforcing that recent earnings and revenue trends support upside in sequencing product and services demand. Life Sciences Tools & Services Stocks Q4 Earnings: Illumina (NASDAQ:ILMN) Firing on All Cylinders
• Neutral Sentiment: Analyst fair-value modeling saw only a very small adjustment (from $135.94 to $136.05), signaling modest change to the baseline valuation despite active coverage shifts—mixed views persist across the Street. How The Illumina (ILMN) Story Is Shifting With 2026 Expectations And Mixed Street Views
• Neutral Sentiment: Broader analyst / comparative write-ups and stock-screen coverage (including independent company analyses) are circulating but don’t add a clear directional push—useful for longer-term thesis rather than immediate catalyst. Analyzing Illumina (NASDAQ:ILMN) and CervoMed (NASDAQ:CRVO)
• Negative Sentiment: Some strategists warn that recent share gains may already price in a stronger Q4 and 2026 outlook, which raises the risk of limited near-term upside or a pullback if execution or macro assumptions slip. ILMN Stock Gains Following Expanded Collaboration With Labcorp

Illumina Company Profile

Illumina, Inc (NASDAQ: ILMN) is a global life sciences company that develops, manufactures and markets integrated systems for the analysis of genetic variation and function. Headquartered in San Diego, California and founded in 1998, Illumina offers a range of sequencing and array-based technologies used by academic researchers, clinical laboratories, pharmaceutical and biotechnology companies, consumer genomics firms and agricultural researchers to enable discovery, translational research and clinical applications.

The company’s product portfolio includes next-generation sequencing (NGS) platforms and associated consumables, microarrays for genotyping and methylation analysis, library preparation kits and targeted assays.