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

AIA Group Ltd reduced its stake in shares of Illumina, Inc. (NASDAQ:ILMN) by 9.8% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). 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 quarter.

Several other hedge funds and other institutional investors also recently bought and sold shares of ILMN. Quent Capital LLC bought a new stake in shares of Illumina in the third quarter valued at about $29,000. Quarry LP acquired a new position in Illumina in the 3rd quarter valued at approximately $32,000. Aster Capital Management DIFC Ltd acquired a new position in Illumina in the 3rd quarter valued at approximately $33,000. Strategic Advocates LLC bought a new stake in shares of Illumina in the 3rd quarter worth approximately $44,000. Finally, Mather Group LLC. bought a new stake in shares of Illumina in the 3rd quarter worth approximately $46,000. 89.42% of the stock is currently owned by institutional investors and hedge funds.

More Illumina News

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 Price Performance

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

Illumina (NASDAQ:ILMN) last issued its quarterly earnings data on Thursday, February 5th. The life sciences company reported $1.35 earnings per share (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 company had revenue of $1.16 billion during the quarter, compared to analysts’ expectations of $1.10 billion. During the same period last year, the business earned $0.95 earnings per share. The business’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. On average, analysts expect that Illumina, Inc. will post 4.51 earnings per share for the current fiscal year.

Insider Transactions at Illumina

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

Analysts Set New Price Targets

ILMN has been the topic of a number of research reports. UBS Group restated a “neutral” rating and set a $135.00 price objective on shares of Illumina in a research report on Friday, February 6th. Evercore set a $150.00 target price on Illumina in a research report on Friday, February 6th. Wall Street Zen upgraded shares of Illumina from a “buy” rating to a “strong-buy” rating in a research note on Saturday, February 14th. Robert W. Baird set a $137.00 price target on shares of Illumina in a report on Friday, February 6th. Finally, Piper Sandler dropped their price objective on shares of Illumina from $195.00 to $170.00 and set an “overweight” rating for the company in a research note on Monday, February 9th. Six investment analysts have rated the stock with a Buy rating, ten have issued a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Hold” and a consensus target price of $129.69.

About Illumina

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.