Eli Lilly and Company $LLY Shares Acquired by Sumitomo Mitsui DS Asset Management Company Ltd

Key Points

• Eli Lilly reported a blowout Q1—EPS $8.55 vs. $6.97 estimate and revenue $19.80B (+55.5% YoY)—and raised FY2026 guidance to 35.50–37.00 EPS, driven by blockbuster sales of Mounjaro/Zepbound.
• Sumitomo Mitsui DS Asset Management raised its stake in Eli Lilly by 1.1% to 146,267 shares (worth $157.19M), making LLY its 14th-largest holding and 1.2% of the fund’s portfolio.
• Eli Lilly announced a quarterly dividend of $1.73 per share (annualized $6.92), with an ex-dividend date of May 15 and a yield of about 0.7%.

Sumitomo Mitsui DS Asset Management Company Ltd raised its stake in Eli Lilly and Company (NYSE:LLY - Free Report) by 1.1% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 146,267 shares of the company's stock after purchasing an additional 1,620 shares during the quarter. Eli Lilly and Company accounts for 1.2% of Sumitomo Mitsui DS Asset Management Company Ltd's investment portfolio, making the stock its 14th biggest holding. Sumitomo Mitsui DS Asset Management Company Ltd's holdings in Eli Lilly and Company were worth $157,190,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors have also made changes to their positions in LLY. Vanguard Group Inc. boosted its holdings 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 valued at $88,087,193,000 after purchasing an additional 1,006,885 shares in the last quarter. State Street Corp increased its position in shares of Eli Lilly and Company by 0.6% in the third 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 in the last quarter. Capital Research Global Investors raised its position in Eli Lilly and Company by 20.9% during the third 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 last quarter. Wellington Management Group LLP raised its position 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 worth $11,112,164,000 after purchasing an additional 574,229 shares during the last quarter. Finally, Capital International Investors raised its holdings in shares of Eli Lilly and Company by 6.1% in the third 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 last quarter. Hedge funds and other institutional investors own 82.53% of the company's stock.

Analyst Upgrades and Downgrades

Several equities analysts recently issued reports on LLY shares. TD Cowen upped their price objective on shares of Eli Lilly and Company from $960.00 to $1,250.00 and gave the company a "buy" rating in a research note on Thursday, January 29th. Bank of America decreased their target price on Eli Lilly and Company from $1,294.00 to $1,133.00 and set a "buy" rating for the company in a report on Friday, May 1st. Truist Financial reissued a "buy" rating on shares of Eli Lilly and Company in a research note on Monday, February 23rd. Wolfe Research reissued an "outperform" rating and set a $1,325.00 price target on shares of Eli Lilly and Company in a research report on Monday. Finally, Berenberg Bank boosted their price objective on shares of Eli Lilly and Company from $950.00 to $1,050.00 and gave the stock a "hold" rating in a report on Thursday, February 19th. Two research analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the company currently has an average rating of "Moderate Buy" and an average target price of $1,217.59.

Eli Lilly and Company Stock Down 1.2%

LLY stock opened at $974.82 on Friday. The firm has a market cap of $918.03 billion, a price-to-earnings ratio of 34.63, a PEG ratio of 1.08 and a beta of 0.48. Eli Lilly and Company has a 1-year low of $623.78 and a 1-year high of $1,133.95. The firm has a fifty day moving average price of $943.90 and a two-hundred day moving average price of $990.90. The company has a debt-to-equity ratio of 1.26, a current ratio of 1.50 and a quick ratio of 1.10.

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, beating analysts' consensus estimates 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 company had revenue of $19.80 billion during the quarter, compared to the consensus estimate of $17.82 billion. During the same period in the previous year, the firm posted $3.34 earnings per share. Eli Lilly and Company's quarterly 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. Research analysts predict that Eli Lilly and Company will post 35.68 EPS for the current year.

Eli Lilly and Company Announces Dividend

The company 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. 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 payout ratio is presently 24.58%.

Eli Lilly and Company News Summary

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

• Positive Sentiment: Q1 beat-and-raise: Lilly reported a blowout Q1 (strong EPS and +56% revenue growth driven by Mounjaro/Zepbound/Foundayo) and raised guidance, a primary driver of recent positive sentiment. LLY Stock Pops 16% After Beat-and-Raise Q1: Buy, Hold or Take Profits?
• Positive Sentiment: Commercial momentum: Mounjaro became the world’s top‑selling drug in Q1 (multi‑billion sales) supporting revenue durability and margin expansion expectations. Eli Lilly Now Has the World's Best-Selling Drug -- But Does That Make the Stock a No-Brainer Buy?
• Positive Sentiment: Manufacturing buildout: Lilly committed another $4.5B to Indiana manufacturing (over $21B since 2020) to secure supply for APIs and genetic medicines — reduces production risk and supports volume growth. Lilly commits additional $4.5 billion across Indiana manufacturing sites
• Positive Sentiment: Clinical progress beyond obesity: New LUCENT-3 data for Omvoh (mirikizumab) showing durable disease clearance in ulcerative colitis supports pipeline diversification and long‑term growth. Eli Lilly Advances As Inflammatory Bowel Disease Drug Reinforces Long-Term Confidence
• Neutral Sentiment: Governance vote: Shareholders upheld the board and current governance structure at the May 4 annual meeting — removes near‑term activist/governance uncertainty. Eli Lilly Shareholders Back Board, Maintain Governance Structure
• Neutral Sentiment: Analyst tone: Several firms reiterated buy/strong‑buy views (Guggenheim; analysts highlight growth profile), which supports the bull case but also reflects already elevated expectations. Guggenheim Reiterates "Buy" Rating for Eli Lilly and Company NYSE: LLY
• Negative Sentiment: Competition and market share risk: Novo Nordisk’s strong pill data and raised guidance highlight intensifying competition (oral GLP‑1s and Wegovy momentum) that could pressure pricing and growth expectations for Lilly. Novo and Lilly gain on signs weight-loss pills could expand the market
• Negative Sentiment: Safety report & market reaction: An adverse event report involving hepatic failure tied to Foundayo prompted investor caution; Wolfe Research says the market reaction may be overdone, but the item still adds short‑term volatility. Wolfe Research Says Market Reaction on Eli Lilly (LLY) Foundayo Report Appears Overdone
• Negative Sentiment: Market chatter on financing: Reports that Lilly might sell bonds (~$8B) to fund deals introduced funding/strategy questions (company provided updates), creating short‑term investor unease. Update: Market Chatter: Eli Lilly Plans to Sell About $8 Billion of Bonds to Fund Acquisitions

Eli Lilly and 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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