Allianz SE Purchases 2,326 Shares of Eli Lilly and Company $LLY

Key Points

• Allianz SE boosted its stake in Eli Lilly by 5.9% in the fourth quarter, buying 2,326 additional shares and bringing its total holding to 41,916 shares worth about $45.0 million.
• Eli Lilly continues to draw strong institutional and analyst support, with recent upbeat coverage tied to its obesity-drug pipeline, earnings momentum, and raised forecasts; the stock currently carries a Moderate Buy consensus rating.
• The company posted better-than-expected quarterly results, with EPS of $8.55 and revenue of $19.8 billion, while also lifting FY2026 guidance; however, a potential risk is that some employers may reduce GLP-1 obesity-drug coverage in 2027.

Allianz SE increased its position in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 5.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 41,916 shares of the company's stock after acquiring an additional 2,326 shares during the quarter. Eli Lilly and Company comprises approximately 0.6% of Allianz SE's investment portfolio, making the stock its 28th biggest holding. Allianz SE's holdings in Eli Lilly and Company were worth $45,046,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also bought and sold shares of the company. 10Elms LLP increased its holdings in Eli Lilly and Company by 33.3% during the third quarter. 10Elms LLP now owns 40 shares of the company's stock worth $31,000 after buying an additional 10 shares during the last quarter. M.E. Allison & CO. Inc. increased its holdings 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 worth $1,587,000 after buying an additional 10 shares during the last quarter. Tanager Wealth Management LLP increased 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 during the last quarter. Morey & Quinn Wealth Partners LLC increased its holdings in Eli Lilly and Company by 1.5% during the fourth quarter. Morey & Quinn Wealth Partners LLC now owns 661 shares of the company's stock worth $710,000 after buying an additional 10 shares during the last quarter. Finally, Wealthspan Partners LLC increased its holdings in Eli Lilly and Company by 0.5% during 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. Institutional investors own 82.53% of the company's stock.

More Eli Lilly and Company News

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

• Positive Sentiment: Analysts and research notes continue to turn more upbeat on Eli Lilly’s earnings outlook, with Erste Group lifting FY2026 and FY2027 EPS estimates and Goldman Sachs reiterating a buy rating on the back of an encouraging obesity-treatment pipeline. Goldman Sachs Maintains a Buy Rating on Eli Lilly (LLY), Cites Encouraging Obesity Treatment Pipeline
• Positive Sentiment: Eli Lilly’s strong growth story is still resonating with investors: recent coverage says the stock is in a buy zone, institutional funds are adding shares, and the company remains a leader in the GLP-1 obesity market after a big earnings beat and raised guidance. Eli Lilly Stock Hits Buy Zone As Earnings Soar 156%. Funds Are Loading Up.
• Positive Sentiment: The company also added a new growth angle by expanding its chronic pain pipeline, including new Phase 2 trials in osteoarthritis and chronic low back pain, which could broaden Lilly’s long-term revenue base beyond obesity and diabetes. Eli Lilly Expands Chronic Pain Pipeline With New Osteoarthritis Trial
• Positive Sentiment: FDA progress for Ebglyss, including an easier once-every-eight-weeks maintenance regimen, adds another commercial catalyst and supports Lilly’s push to diversify into dermatology. FDA Ebglyss Decision Adds New Thread To Eli Lilly Growth Story
• Neutral Sentiment: Lilly also unveiled an AI partnership with Abridge, aimed at speeding drug development, trial enrollment and research; that is strategically positive, but it is a longer-term story than a near-term earnings driver. Eli Lilly’s Abridge Bet Links Healthcare AI To Valuation And Growth
• Negative Sentiment: A key overhang is growing concern that some employers may reduce or drop coverage for GLP-1 weight-loss drugs in 2027, which could pressure demand and reimbursement for Lilly’s obesity franchise. Some US employers to drop coverage of GLP-1 obesity drugs in 2027 as use increases 2026-06-11

Eli Lilly and Company Stock Performance

NYSE:LLY opened at $1,137.01 on Friday. Eli Lilly and Company has a fifty-two week low of $623.78 and a fifty-two week high of $1,182.73. The company has a 50 day simple moving average of $998.47 and a two-hundred day simple moving average of $1,016.72. The company has a market capitalization of $1.07 trillion, a PE ratio of 40.39, a P/E/G ratio of 1.27 and a beta of 0.53. The company has a debt-to-equity ratio of 1.26, a quick ratio of 1.10 and a current ratio of 1.50.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last posted its quarterly earnings data on Thursday, April 30th. The company reported $8.55 earnings per share for the quarter, topping the consensus estimate of $6.97 by $1.58. Eli Lilly and Company had a return on equity of 105.77% and a net margin of 34.98%.The firm had revenue of $19.80 billion during the quarter, compared to analyst estimates of $17.82 billion. During the same period last year, the company posted $3.34 EPS. The business's quarterly revenue was up 55.5% on a year-over-year basis. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. Research analysts anticipate that Eli Lilly and Company will post 35.8 earnings per share for the current year.

Eli Lilly and Company Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, June 10th. Stockholders of record on Friday, May 15th were given a dividend of $1.73 per share. The ex-dividend date of this dividend was Friday, May 15th. This represents a $6.92 annualized dividend and a dividend yield of 0.6%. Eli Lilly and Company's dividend payout ratio (DPR) is 24.58%.

Analysts Set New Price Targets

A number of equities analysts recently weighed in on the stock. Cantor Fitzgerald boosted their target price on shares of Eli Lilly and Company from $1,205.00 to $1,230.00 and gave the stock an "overweight" rating in a report on Friday, May 1st. Wolfe Research restated an "outperform" rating and issued a $1,350.00 price target on shares of Eli Lilly and Company in a research note on Thursday, May 21st. The Goldman Sachs Group reaffirmed a "buy" rating and set a $1,283.00 price target on shares of Eli Lilly and Company in a report on Friday, May 22nd. Barclays upped their price objective on shares of Eli Lilly and Company from $1,350.00 to $1,400.00 and gave the company an "overweight" rating in a report on Monday, May 4th. Finally, Truist Financial reissued a "buy" rating on shares of Eli Lilly and Company in a research report on Monday, February 23rd. Two research analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, Eli Lilly and Company presently has a consensus rating of "Moderate Buy" and an average target price of $1,227.74.

Eli Lilly and Company 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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