Caisse Des Depots ET Consignations Grows Stock Holdings in Eli Lilly and Company $LLY

Key Points

• Caisse Des Depots et Consignations boosted its stake in Eli Lilly by 17.3% in Q4 to 10,834 shares, holdings valued at about $11.64 million.
• Eli Lilly posted a blowout quarter—revenue +55.5% YoY and EPS $8.55 (vs. $6.97 est.)—and raised FY2026 guidance to $35.50–$37.00 per share.
• While analysts have lifted targets and the board declared a $1.73 quarterly dividend, the company faces regulatory and PR risk after FDA reports of liver‑failure cases tied to Foundayo.

Caisse Des Depots ET Consignations boosted its position in Eli Lilly and Company (NYSE:LLY - Free Report) by 17.3% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 10,834 shares of the company's stock after acquiring an additional 1,600 shares during the period. Caisse Des Depots ET Consignations' holdings in Eli Lilly and Company were worth $11,643,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the company. Vanguard Group Inc. grew its stake in Eli Lilly and Company by 1.2% in the 4th quarter. Vanguard Group Inc. now owns 81,965,974 shares of the company's stock worth $88,087,193,000 after acquiring an additional 1,006,885 shares during the period. State Street Corp grew its stake in Eli Lilly and Company by 0.6% in the 3rd quarter. State Street Corp now owns 34,726,558 shares of the company's stock worth $26,496,364,000 after acquiring an additional 219,590 shares during the period. Capital Research Global Investors grew its stake in Eli Lilly and Company by 20.9% in the 3rd quarter. Capital Research Global Investors now owns 25,088,371 shares of the company's stock worth $19,141,787,000 after acquiring an additional 4,332,008 shares during the period. Wellington Management Group LLP grew its stake in Eli Lilly and Company by 4.1% in the 3rd quarter. Wellington Management Group LLP now owns 14,563,780 shares of the company's stock worth $11,112,164,000 after acquiring an additional 574,229 shares during the period. Finally, Capital International Investors grew its stake in Eli Lilly and Company by 6.1% in the 3rd quarter. Capital International Investors now owns 10,001,509 shares of the company's stock worth $7,628,447,000 after acquiring an additional 579,381 shares during the period. 82.53% of the stock is owned by hedge funds and other 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 Stock Up 0.4%

Shares of Eli Lilly and Company stock opened at $967.49 on Tuesday. The company has a fifty day moving average price of $947.05 and a 200 day moving average price of $987.36. The company has a current ratio of 1.50, a quick ratio of 1.10 and a debt-to-equity ratio of 1.26. Eli Lilly and Company has a twelve month low of $623.78 and a twelve month high of $1,133.95. The stock has a market cap of $914.11 billion, a price-to-earnings ratio of 34.37, a price-to-earnings-growth ratio of 1.13 and a beta of 0.48.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last announced its quarterly earnings results on Thursday, April 30th. The company reported $8.55 earnings per share for the quarter, topping analysts' consensus estimates of $6.97 by $1.58. Eli Lilly and Company had a net margin of 34.98% and a return on equity of 105.77%. The firm had revenue of $19.80 billion during the quarter, compared to analysts' expectations of $17.82 billion. During the same period in the prior year, the company earned $3.34 EPS. The firm's 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. Equities research analysts forecast that Eli Lilly and Company will post 33.79 earnings per share for the current fiscal year.

Eli Lilly and Company Dividend Announcement

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

Analysts Set New Price Targets

LLY has been the subject of several research reports. Zacks Research cut shares of Eli Lilly and Company from a "strong-buy" rating to a "hold" rating in a research note on Friday, January 30th. Leerink Partners lowered their price objective on shares of Eli Lilly and Company from $1,296.00 to $1,058.00 and set an "outperform" rating for the company in a research note on Monday, April 27th. Freedom Capital raised shares of Eli Lilly and Company from a "hold" rating to a "strong-buy" rating in a research note on Tuesday, February 10th. Wolfe Research reissued an "outperform" rating and set a $1,325.00 price objective on shares of Eli Lilly and Company in a research note on Monday. Finally, HSBC cut shares of Eli Lilly and Company from a "hold" rating to a "reduce" rating and lowered their price objective for the company from $1,070.00 to $850.00 in a research note on Tuesday, March 17th. Two analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, Eli Lilly and Company has a consensus rating of "Moderate Buy" and a consensus price target of $1,217.59.

About Eli Lilly and Company

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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