Eli Lilly and Company $LLY Shares Acquired by Capital World Investors

Key Points

• Capital World Investors increased its stake in Eli Lilly by 0.4% in the fourth quarter, buying an additional 61,851 shares and bringing its holdings to 15.0 million shares valued at about $16.2 billion. Eli Lilly now represents roughly 2.2% of the fund’s portfolio.
• Several other institutional investors also added to their positions, and 82.53% of LLY shares are held by institutions and hedge funds, underscoring strong Wall Street ownership interest in the stock.
• Eli Lilly continues to draw bullish analyst coverage, with a Moderate Buy consensus and an average price target of $1,227. The company also reported strong quarterly results, with EPS and revenue both topping estimates, and announced a quarterly dividend of $1.73 per share.

Capital World Investors increased its position in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 0.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 15,031,750 shares of the company's stock after purchasing an additional 61,851 shares during the period. Eli Lilly and Company makes up about 2.2% of Capital World Investors' portfolio, making the stock its 9th biggest holding. Capital World Investors owned approximately 1.59% of Eli Lilly and Company worth $16,154,619,000 at the end of the most recent reporting period.

Other hedge funds have also added to or reduced their stakes in the company. Cidel Asset Management Inc. increased its stake 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 acquiring an additional 5,591 shares during the period. Spire Wealth Management increased its stake 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 acquiring an additional 592 shares during the period. Coldstream Capital Management Inc. increased its stake 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 acquiring an additional 8,659 shares during the period. Farther Finance Advisors LLC increased its stake in Eli Lilly and Company by 30.8% during the 4th quarter. Farther Finance Advisors LLC now owns 31,145 shares of the company's stock worth $33,471,000 after acquiring an additional 7,338 shares during the period. Finally, Teachers Retirement System of The State of Kentucky increased its stake in Eli Lilly and Company by 3.5% during the 3rd quarter. Teachers Retirement System of The State of Kentucky now owns 165,165 shares of the company's stock worth $126,022,000 after acquiring an additional 5,595 shares during the period. 82.53% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of research firms have commented on LLY. Argus raised their price objective 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. Jefferies Financial Group raised their price objective on Eli Lilly and Company from $1,300.00 to $1,330.00 in a research note on Thursday, May 21st. HSBC lowered Eli Lilly and Company from a "hold" rating to a "reduce" rating and lowered their price objective for the stock from $1,070.00 to $850.00 in a research note on Tuesday, March 17th. Morgan Stanley restated an "overweight" rating on shares of Eli Lilly and Company in a research note on Friday. Finally, Weiss Ratings lowered Eli Lilly and Company from a "buy (b)" rating to a "buy (b-)" rating in a research note on Tuesday, May 19th. Two research analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company's stock. According to data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and a consensus price target of $1,227.00.

Eli Lilly and Company Stock Up 0.7%

Shares of NYSE LLY opened at $1,133.15 on Friday. The company has a current ratio of 1.50, a quick ratio of 1.10 and a debt-to-equity ratio of 1.26. The company has a market cap of $1.07 trillion, a price-to-earnings ratio of 40.25, a PEG ratio of 1.24 and a beta of 0.53. Eli Lilly and Company has a 12 month low of $623.78 and a 12 month high of $1,166.29. The stock has a 50-day moving average price of $974.59 and a two-hundred day moving average price of $1,013.04.

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

Eli Lilly and Company Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, June 10th. Shareholders of record on Friday, May 15th will be paid a dividend of $1.73 per share. The ex-dividend date of this dividend is Friday, May 15th. This represents a $6.92 annualized dividend and a yield of 0.6%. Eli Lilly and Company's payout ratio is presently 24.58%.

Key Stories Impacting Eli Lilly and Company

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

• Positive Sentiment: CVS Caremark reversed its earlier exclusion and will now cover Eli Lilly’s Zepbound, a meaningful reimbursement win that could expand patient access and bolster obesity-drug sales. Article Title
• Positive Sentiment: WeightWatchers Med+ is now available through LillyDirect, reinforcing Lilly’s distribution ecosystem and strengthening its leadership in chronic weight management. Article Title
• Positive Sentiment: Lilly announced a new Phase 2b obesity trial for macupatide–eloralintide, adding another potential growth driver to its weight-loss pipeline beyond current GLP-1 products. Article Title
• Positive Sentiment: Jim Cramer highlighted Lilly as a potential winner against competitors, with attention on its new pill version of its weight-loss drug and broader competitive advantages. Article Title
• Positive Sentiment: Analysts and market commentary continue to frame LLY as a long-term winner, citing strong execution, deal-making, and diversification efforts beyond obesity drugs. Article Title
• Neutral Sentiment: Lilly also received coverage around its Phase 3 Libretto-432 cancer study and a $1.9 billion Ascidian partnership, both of which support the pipeline but are longer-term in nature. Article Title
• Neutral Sentiment: Broader health-care sector commentary and stock-screen articles were generally supportive, but they are less likely to be a direct driver of LLY’s move than the CVS and pipeline news. Article Title

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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