Eli Lilly and Company $LLY Position Increased by Fifth Third Bancorp

Key Points

• Fifth Third Bancorp slightly increased its stake in Eli Lilly by 0.5% to 466,067 shares (worth about $500.9 million), making LLY its 11th-largest holding and 1.6% of the bank’s portfolio.
• Eli Lilly reported a Q1 blowout with revenue of $19.80 billion (+55.5% YoY) and EPS of $8.55 (vs. $6.97 est.), and raised FY2026 guidance to $35.50–$37.00 per share—growth driven largely by GLP‑1 products such as Mounjaro.
• Wall Street support has grown alongside the results (multiple price-target raises, consensus target ~$1,217.59), and the company declared a $1.73 quarterly dividend (annualized yield ~0.7%).

Fifth Third Bancorp increased its stake in Eli Lilly and Company (NYSE:LLY - Free Report) by 0.5% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 466,067 shares of the company's stock after purchasing an additional 2,485 shares during the period. Eli Lilly and Company accounts for 1.6% of Fifth Third Bancorp's portfolio, making the stock its 11th largest position. Fifth Third Bancorp's holdings in Eli Lilly and Company were worth $500,873,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also made changes to their positions in LLY. Exencial Wealth Advisors LLC lifted its holdings in Eli Lilly and Company by 189.6% during the 3rd quarter. Exencial Wealth Advisors LLC now owns 17,408 shares of the company's stock worth $13,283,000 after purchasing an additional 11,396 shares in the last quarter. Rede Wealth LLC purchased a new stake in Eli Lilly and Company during the 3rd quarter worth about $487,000. Cidel Asset Management Inc. lifted its holdings in Eli Lilly and Company by 26.5% during the 3rd quarter. Cidel Asset Management Inc. now owns 26,726 shares of the company's stock worth $20,392,000 after purchasing an additional 5,591 shares in the last quarter. Spire Wealth Management lifted its holdings in Eli Lilly and Company by 2.2% during the 4th quarter. Spire Wealth Management now owns 27,719 shares of the company's stock worth $29,789,000 after purchasing an additional 592 shares in the last quarter. Finally, Coldstream Capital Management Inc. lifted its holdings in Eli Lilly and Company by 25.6% during the 3rd quarter. Coldstream Capital Management Inc. now owns 42,418 shares of the company's stock worth $32,365,000 after purchasing an additional 8,659 shares in the last quarter. Institutional investors own 82.53% of the company's stock.

Eli Lilly and Company Stock Performance

NYSE:LLY opened at $967.49 on Tuesday. The business's 50-day moving average price is $947.05 and its two-hundred day moving average price is $987.36. 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 P/E ratio of 34.37, a PEG ratio of 1.13 and a beta of 0.48. The company has a quick ratio of 1.10, a current ratio of 1.50 and a debt-to-equity ratio of 1.26.

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 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 for the quarter, compared to analysts' expectations of $17.82 billion. During the same quarter last year, the firm posted $3.34 EPS. The company'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. As a group, equities analysts predict that Eli Lilly and Company will post 33.79 EPS 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. Shareholders of record on Friday, May 15th will be issued a $1.73 dividend. The ex-dividend date of this dividend is Friday, May 15th. This represents a $6.92 annualized dividend and a dividend yield of 0.7%. Eli Lilly and Company's dividend payout ratio (DPR) is presently 24.58%.

Wall Street Analyst Weigh In

LLY has been the topic of a number of recent research reports. CICC Research increased their price objective on Eli Lilly and Company from $1,060.00 to $1,107.00 and gave the stock a "neutral" rating in a report on Wednesday, February 11th. Freedom Capital raised Eli Lilly and Company from a "hold" rating to a "strong-buy" rating in a report on Tuesday, February 10th. Argus increased their price objective on Eli Lilly and Company from $930.00 to $1,200.00 and gave the stock a "buy" rating in a report on Monday, February 9th. Jefferies Financial Group set a $1,300.00 price objective on Eli Lilly and Company and gave the stock a "buy" rating in a report on Friday, March 13th. Finally, Barclays increased their price objective on Eli Lilly and Company from $1,350.00 to $1,400.00 and gave the stock an "overweight" rating in a report on Monday. Two research analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, four have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, Eli Lilly and Company has a consensus rating of "Moderate Buy" and a consensus price target of $1,217.59.

Key Eli Lilly and Company News

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

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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