CX Institutional Lowers Stock Holdings in Eli Lilly and Company $LLY

Key Points

• CX Institutional trimmed its stake in Eli Lilly by 5.3% in Q4, selling 1,633 shares and ending the period with 29,275 shares worth about $31.46 million, which represents ~0.9% of the firm's holdings and is its 26th largest position.
• Large investors including Vanguard, State Street, Capital Research and Wellington increased their LLY stakes during recent quarters, and roughly 82.53% of the company is owned by hedge funds and other institutional investors.
• Eli Lilly reported a strong quarter—$8.55 EPS vs. $6.97 expected and $19.8B revenue (up 55.5%)—set FY2026 guidance of 35.5–37.0 EPS, while catalysts like the Foundayo launch and Omvoh data coexist with risks from FDA safety reports and competitive pricing pressure.

CX Institutional reduced its position in Eli Lilly and Company (NYSE:LLY - Free Report) by 5.3% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 29,275 shares of the company's stock after selling 1,633 shares during the period. Eli Lilly and Company comprises approximately 0.9% of CX Institutional's holdings, making the stock its 26th biggest holding. CX Institutional's holdings in Eli Lilly and Company were worth $31,461,000 at the end of the most recent quarter.

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 shares of Eli Lilly and Company by 0.6% during the 3rd quarter. State Street Corp now owns 34,726,558 shares of the company's stock valued at $26,496,364,000 after buying an additional 219,590 shares during the period. Capital Research Global Investors grew its stake in shares of Eli Lilly and Company by 20.9% during the 3rd quarter. Capital Research Global Investors now owns 25,088,371 shares of the company's stock valued at $19,141,787,000 after buying an additional 4,332,008 shares during the period. Wellington Management Group LLP grew its stake in shares of Eli Lilly and Company by 4.1% during the 3rd quarter. Wellington Management Group LLP now owns 14,563,780 shares of the company's stock valued at $11,112,164,000 after buying an additional 574,229 shares during the period. Finally, Capital International Investors grew its stake in shares of Eli Lilly and Company by 6.1% during the 3rd quarter. Capital International Investors now owns 10,001,509 shares of the company's stock valued at $7,628,447,000 after buying an additional 579,381 shares during the period. 82.53% of the stock is owned by hedge funds and other institutional investors.

More Eli Lilly and Company News

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

• Positive Sentiment: Strong fundamentals: Q1 results and revenue beat underscore momentum in GLP‑1 franchise (Mounjaro/Foundayo) and underpin raised guidance. Eli Lilly Stock (LLY) Opinions on Q1 Earnings and Foundayo Safety Report
• Positive Sentiment: Foundayo commercial launch is off to a fast start — broad pharmacy access and payer coverage are driving new prescribers and patient uptake, supporting near‑term sales growth for Lilly. Lilly's Oral GLP-1 Pill Foundayo Starts Strong in Oral Obesity Market
• Positive Sentiment: Durable clinical readthrough: New long‑term data show Omvoh (mirikizumab) maintained disease clearance in ulcerative colitis at four years — a meaningful validation for Lilly’s immunology portfolio and future revenue stability. Lilly's Omvoh (mirikizumab-mrkz) is the first and only IL-23p19 to demonstrate durable disease clearance in ulcerative colitis through four years
• Positive Sentiment: Wall Street backing: Multiple firms have raised price targets and reiterated outperform/buy ratings (examples include Barclays and Wolfe Research), which supports investor sentiment and provides upside catalysts. Barclays/Wolfe coverage and price target updates
• Neutral Sentiment: Dividend: Lilly declared a $1.73 quarterly dividend (payable June 10), a modest yield that is shareholder‑friendly but not a major valuation driver. Lilly declares second-quarter 2026 dividend
• Negative Sentiment: Safety headwind: The FDA has logged serious liver events in patients taking Foundayo, which sparked a short‑term share dip and ongoing safety monitoring risk that could slow uptake or trigger label/payer scrutiny. FDA Reports Liver Failure in Patient Taking Lilly's Foundayo
• Negative Sentiment: Competitive/pricing pressure: Novo Nordisk’s oral pill momentum and talk of a price war raise margin and market‑share risk for all GLP‑1 players, keeping pricing dynamics a key watch item for Lilly. Novo Nordisk Faces Price War as Weight-Loss Pill Demand Rises

Wall Street Analysts Forecast Growth

Several analysts have recently issued reports on LLY shares. Sanford C. Bernstein reissued an "outperform" rating on shares of Eli Lilly and Company in a research note on Tuesday, March 10th. JPMorgan Chase & Co. boosted their price objective on shares of Eli Lilly and Company from $1,150.00 to $1,300.00 and gave the company an "overweight" rating in a research note on Thursday, February 5th. 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. Berenberg Bank boosted their price objective on shares of Eli Lilly and Company from $950.00 to $1,050.00 and gave the company a "hold" rating in a research note on Thursday, February 19th. Finally, Morgan Stanley reissued an "overweight" rating and set a $1,344.00 price objective on shares of Eli Lilly and Company in a research note on Friday. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, Eli Lilly and Company has an average rating of "Moderate Buy" and an average target price of $1,217.59.

Eli Lilly and Company Stock Performance

Shares of LLY stock opened at $989.02 on Wednesday. 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 debt-to-equity ratio of 1.26, a current ratio of 1.50 and a quick ratio of 1.10. The firm has a market capitalization of $931.40 billion, a P/E ratio of 35.13, a P/E/G ratio of 1.07 and a beta of 0.48. The company's fifty day moving average price is $946.66 and its two-hundred day moving average price is $988.51.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last issued its quarterly earnings data on Thursday, April 30th. The company reported $8.55 EPS 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 for the quarter, compared to analyst estimates of $17.82 billion. During the same quarter in the previous year, the business posted $3.34 EPS. The firm's revenue was up 55.5% compared to the same quarter last year. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. On average, research analysts anticipate that Eli Lilly and Company will post 35.39 earnings per share for the current fiscal year.

Eli Lilly and Company Dividend Announcement

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

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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