459,648 Shares in Eli Lilly and Company $LLY Bought by PFA Pension Forsikringsaktieselskab

Key Points

• PFA Pension acquired a new position of 459,648 shares in Eli Lilly worth about $496.3 million, making LLY roughly 1.4% of the fund's portfolio and its tenth-largest holding.
• Eli Lilly posted a blowout quarter—revenue of $19.80 billion (+55.5% YoY) and EPS of $8.55 versus $6.97 expected—and raised FY2026 guidance to a 35.50–37.00 EPS range.
• Market momentum is driven by the GLP‑1 franchise (Mounjaro is reported to have ~60% market share) and multiple analyst upgrades, but FDA reports linking Foundayo to liver failure create elevated regulatory and PR risk.

PFA Pension Forsikringsaktieselskab acquired a new position in Eli Lilly and Company (NYSE:LLY - Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 459,648 shares of the company's stock, valued at approximately $496,305,000. Eli Lilly and Company accounts for approximately 1.4% of PFA Pension Forsikringsaktieselskab's investment portfolio, making the stock its 10th biggest position.

A number of other large investors also recently modified their holdings of the business. 10Elms LLP grew its stake in shares of Eli Lilly and Company by 33.3% in the 3rd quarter. 10Elms LLP now owns 40 shares of the company's stock worth $31,000 after purchasing an additional 10 shares during the last quarter. M.E. Allison & CO. Inc. lifted its stake in Eli Lilly and Company by 0.7% during the fourth quarter. M.E. Allison & CO. Inc. now owns 1,477 shares of the company's stock valued at $1,587,000 after purchasing an additional 10 shares during the last quarter. Tanager Wealth Management LLP boosted its holdings in Eli Lilly and Company by 2.6% during the fourth quarter. Tanager Wealth Management LLP now owns 395 shares of the company's stock worth $424,000 after buying an additional 10 shares in the last quarter. Wealthspan Partners LLC grew its position in Eli Lilly and Company by 0.5% in the fourth quarter. Wealthspan Partners LLC now owns 2,110 shares of the company's stock worth $2,268,000 after buying an additional 10 shares during the last quarter. Finally, Morey & Quinn Wealth Partners LLC increased its holdings in shares of Eli Lilly and Company by 1.5% in the fourth quarter. Morey & Quinn Wealth Partners LLC now owns 661 shares of the company's stock valued at $710,000 after buying an additional 10 shares in the last quarter. 82.53% of the stock is currently owned by institutional investors.

Eli Lilly and Company News Roundup

Here are the key news stories impacting Eli Lilly and Company this week:

• Positive Sentiment: Q1 outperformance and raised guidance — Lilly reported a blowout quarter (revenue +55% YoY, EPS well ahead of estimates) and lifted full‑year guidance, supporting the bull case for continued GLP‑1 growth. LLY Q1 Deep Dive
• Positive Sentiment: Mounjaro dominance — Reports highlight Lilly capturing roughly 60% of the GLP‑1 market and Mounjaro revenue surging, reinforcing market share and pricing power in obesity/diabetes treatments. Eli Lilly Captures 60% of the GLP‑1 Market
• Positive Sentiment: Wall Street backing — Multiple firms boosted targets and ratings (Barclays to $1,400; Wolfe reaffirmed outperform with $1,325 target; Cantor Fitzgerald and others raised views), which can sustain buying pressure. Barclays Adjusts Eli Lilly Price Target
• Positive Sentiment: Shareholder returns — Board declared a $1.73 quarterly dividend, adding incremental income support for investors. Lilly Declares Second‑Quarter 2026 Dividend
• Neutral Sentiment: Valuation/conviction pieces — Several outlets argue the pullback has made LLY's valuation more attractive (Fool, 24/7 Wall St.), offering differing price targets and buy arguments for long‑term investors. Is Eli Lilly Stock Heading for $1,000?
• Positive Sentiment: High‑profile endorsements — Media/hosts (including Jim Cramer) have publicly praised Lilly’s weight‑loss franchise and Foundayo, which can attract retail/institutional interest. Eli Lilly’s Weight Loss Pill is Better Than Novo’s, Says Jim Cramer
• Negative Sentiment: Foundayo safety signal — FDA records of liver‑failure cases tied to Foundayo prompted a near‑term selloff and caution from some investors; analysts largely view the reports as isolated but the item increases regulatory & PR risk. FDA Reports Liver Failure in Patient Taking Lilly's Foundayo

Eli Lilly and Company Trading Up 0.4%

Eli Lilly and Company stock opened at $967.49 on Tuesday. Eli Lilly and Company has a 12 month low of $623.78 and a 12 month high of $1,133.95. The company has a quick ratio of 1.10, a current ratio of 1.50 and a debt-to-equity ratio of 1.26. The stock has a market cap of $914.11 billion, a P/E ratio of 34.37, a P/E/G ratio of 1.13 and a beta of 0.48. The company's fifty day simple moving average is $947.05 and its 200-day simple moving average is $987.36.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last released its quarterly earnings results on Thursday, April 30th. The company reported $8.55 earnings per share for the quarter, beating analysts' consensus estimates of $6.97 by $1.58. The business had revenue of $19.80 billion for the quarter, compared to the consensus estimate of $17.82 billion. Eli Lilly and Company had a net margin of 34.98% and a return on equity of 105.77%. Eli Lilly and Company's revenue for the quarter was up 55.5% on a year-over-year basis. During the same quarter last year, the firm earned $3.34 EPS. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. As a group, sell-side analysts forecast that Eli Lilly and Company will post 33.79 EPS for the current fiscal year.

Eli Lilly and Company Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, June 10th. Shareholders of record on Friday, May 15th will be given a $1.73 dividend. The ex-dividend date of this dividend is Friday, May 15th. This represents a $6.92 dividend on an annualized basis and a dividend yield of 0.7%. Eli Lilly and Company's payout ratio is currently 24.58%.

Analyst Upgrades and Downgrades

LLY has been the subject of a number of recent research reports. Leerink Partners cut their price objective on Eli Lilly and Company from $1,296.00 to $1,058.00 and set an "outperform" rating for the company in a research report on Monday, April 27th. Scotiabank reaffirmed an "outperform" rating and set a $1,300.00 target price on shares of Eli Lilly and Company in a research report on Thursday, February 5th. Morgan Stanley reaffirmed an "overweight" rating and set a $1,344.00 target price on shares of Eli Lilly and Company in a report on Friday. Argus lifted their price target on Eli Lilly and Company from $930.00 to $1,200.00 and gave the stock a "buy" rating in a research note on Monday, February 9th. Finally, UBS Group restated a "buy" rating on shares of Eli Lilly and Company in a report on Wednesday, March 18th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and a consensus target price of $1,217.59.

Eli Lilly and Company Profile

Eli Lilly and Company NYSE: LLY is a global pharmaceutical company founded in 1876 and headquartered in Indianapolis, Indiana. The company researches, develops, manufactures and commercializes a broad range of medicines and therapies for patients worldwide. Eli Lilly maintains operations and commercial presence across North America, Europe, Asia and other regions, serving both developed and emerging markets. The company has been led in recent years by President and Chief Executive Officer David A.

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