Eli Lilly and Company $LLY Stake Lifted by Oregon Public Employees Retirement Fund

Key Points

• Oregon Public Employees Retirement Fund increased its Eli Lilly stake by 1.1% in the third quarter, adding 1,107 shares to bring its holdings to 98,374 shares, valued at about $113.8 million.
• Lilly reported quarterly EPS of $7.48 and revenue of $24.4 billion, beating analyst estimates; revenue grew 38.6% year over year. The article also notes the company raised its 2026 revenue outlook to $91 billion–$92 billion.
• Institutional investors own 82.53% of Lilly shares. Analysts’ consensus rating is “Moderate Buy,” with an average price target of $1,404.14.

Oregon Public Employees Retirement Fund lifted its holdings in Eli Lilly and Company (NYSE:LLY - Free Report) by 1.1% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 98,374 shares of the company's stock after purchasing an additional 1,107 shares during the quarter. Eli Lilly and Company accounts for about 1.2% of Oregon Public Employees Retirement Fund's investment portfolio, making the stock its 13th biggest holding. Oregon Public Employees Retirement Fund's holdings in Eli Lilly and Company were worth $113,827,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Gallacher Capital Management LLC boosted its position in shares of Eli Lilly and Company by 35.2% during the third quarter. Gallacher Capital Management LLC now owns 719 shares of the company's stock valued at $832,000 after buying an additional 187 shares during the last quarter. First Nebraska Trust Co bought a new stake in Eli Lilly and Company in the 3rd quarter worth about $7,856,000. Stiles Financial Services Inc increased its holdings in Eli Lilly and Company by 3.0% in the 3rd quarter. Stiles Financial Services Inc now owns 1,865 shares of the company's stock worth $2,158,000 after buying an additional 54 shares in the last quarter. Factory Mutual Insurance Co. increased its holdings in Eli Lilly and Company by 5.0% in the 3rd quarter. Factory Mutual Insurance Co. now owns 85,031 shares of the company's stock worth $98,388,000 after buying an additional 4,031 shares in the last quarter. Finally, Tucker Asset Management LLC raised its position in Eli Lilly and Company by 115.1% in the 3rd quarter. Tucker Asset Management LLC now owns 542 shares of the company's stock worth $628,000 after buying an additional 290 shares during the last quarter. 82.53% of the stock is owned by institutional investors.

Eli Lilly and Company Stock Performance

LLY stock opened at $1,408.68 on Wednesday. The company has a debt-to-equity ratio of 1.17, a current ratio of 1.39 and a quick ratio of 1.00. Eli Lilly and Company has a 1 year low of $850.51 and a 1 year high of $1,449.68. The company has a market cap of $1.33 trillion, a P/E ratio of 45.72, a price-to-earnings-growth ratio of 1.77 and a beta of 0.40. The stock's fifty day moving average price is $1,204.03 and its 200-day moving average price is $1,095.92.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last posted its quarterly earnings data on Thursday, October 29th. The company reported $7.48 EPS for the quarter, beating analysts' consensus estimates of $5.71 by $1.77. Eli Lilly and Company had a return on equity of 86.76% and a net margin of 31.90%. The company had revenue of $24.40 billion during the quarter, compared to analysts' expectations of $22.58 billion. During the same quarter in the prior year, the business earned $7.02 earnings per share. Eli Lilly and Company's revenue for the quarter was up 38.6% compared to the same quarter last year. On average, equities analysts forecast that Eli Lilly and Company will post 35.61 earnings per share for the current year.

Eli Lilly and Company Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, December 10th. Shareholders of record on Friday, November 13th will be paid a dividend of $1.73 per share. This represents a $6.92 dividend on an annualized basis and a dividend yield of 0.5%. The ex-dividend date is Friday, November 13th. Eli Lilly and Company's payout ratio is currently 22.46%.

Insider Buying and Selling at Eli Lilly and Company

In related news, EVP Anat Hakim sold 5,000 shares of the firm's stock in a transaction that occurred on Monday, November 2nd. The shares were sold at an average price of $1,402.52, for a total value of $7,012,600.00. Following the transaction, the executive vice president owned 4,137 shares of the company's stock, valued at approximately $5,802,225.24. This trade represents a 54.72% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Donald A. Zakrowski sold 2,000 shares of the firm's stock in a transaction that occurred on Monday, August 10th. The stock was sold at an average price of $1,185.01, for a total transaction of $2,370,020.00. Following the completion of the transaction, the chief accounting officer directly owned 1,526 shares in the company, valued at approximately $1,808,325.26. The trade was a 56.72% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 18,500 shares of company stock worth $22,970,770 in the last three months. 0.14% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

Several research firms have issued reports on LLY. Guggenheim upped their target price on shares of Eli Lilly and Company from $1,273.00 to $1,284.00 and gave the company a "buy" rating in a research note on Friday, September 18th. Royal Bank Of Canada raised their price target on shares of Eli Lilly and Company from $1,500.00 to $1,600.00 and gave the company an "outperform" rating in a report on Friday, October 30th. Leerink Partners lifted their price target on shares of Eli Lilly and Company from $1,309.00 to $1,316.00 and gave the stock an "outperform" rating in a research note on Wednesday, October 21st. Berenberg Bank raised shares of Eli Lilly and Company from a "hold" rating to a "buy" rating and set a $1,400.00 price objective for the company in a report on Tuesday, September 15th. Finally, Scotiabank boosted their price objective on shares of Eli Lilly and Company from $1,300.00 to $1,605.00 and gave the company a "sector outperform" rating in a report on Friday, October 30th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating, three have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the company currently has an average rating of "Moderate Buy" and an average price target of $1,404.14.

Eli Lilly and Company News Roundup

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

• Positive Sentiment: Lilly’s third-quarter revenue of $24.4 billion and EPS of $7.48 topped estimates, while revenue rose 38.6% year over year. The company raised its 2026 revenue outlook to $91 billion–$92 billion, reinforcing the demand-driven growth case. Raised Guidance Altering The Investment Case For Eli Lilly Stock?
• Positive Sentiment: Mounjaro and Zepbound remain key growth engines. Retatrutide also showed encouraging Phase 3 results versus Ozempic 2 mg in a diabetes trial, strengthening Lilly’s competitive position and future pipeline prospects. Eli Lilly Just Gained 22% in a Month
• Positive Sentiment: Cantor Fitzgerald raised its price target to $1,600 from $1,440 and maintained an “overweight” rating, reflecting optimism about the company’s outlook.
• Neutral Sentiment: EVP Anat Hakim sold 5,000 shares under a pre-arranged Rule 10b5-1 plan. The sale reduced her direct holdings by 54.72%, though planned insider transactions may carry less information than discretionary sales. SEC Form 4 filing
• Negative Sentiment: Some commentary warns that expectations may be ahead of sustainable growth: revenue growth could moderate, realized drug prices are reportedly falling, and some recent revenue contributions may not recur. A high valuation makes the shares more sensitive to any slowdown. Eli Lilly: Priced For Acceleration, Reporting Deceleration
• Negative Sentiment: Pipeline setbacks and dropped drug candidates outside the GLP-1 franchise raise questions about whether Lilly can broaden growth beyond its current blockbuster products. Lilly’s R&D whirlwind

About Eli Lilly and Company

Eli Lilly and Company NYSE: LLY is a global pharmaceutical company that discovers, develops, manufactures and markets medicines for a range of medical conditions. Its major therapeutic areas include diabetes and obesity, oncology, immunology, neuroscience and cardiovascular health.

The company's portfolio includes Mounjaro and Trulicity for diabetes, Zepbound for chronic weight management, Humalog insulin, Taltz for inflammatory diseases, Verzenio for certain breast cancers and Kisunla for early symptomatic Alzheimer's disease.

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