Eli Lilly and Company $LLY Stock Position Boosted by Ethic Inc.

Key Points

• Ethic Inc. increased its Eli Lilly stake by 7.6% in the fourth quarter, adding 5,758 shares and bringing its total holding to 81,666 shares worth about $87.8 million.
• Institutional ownership in Eli Lilly remains very high, with 82.53% of shares held by hedge funds and other institutions. Several large investors, including Vanguard, Capital Research Global Investors, and Jennison Associates, also boosted their positions.
• Eli Lilly reported strong quarterly results, with EPS of $8.55 beating estimates and revenue rising 55.5% year over year to $19.80 billion. The company also announced a quarterly dividend of $1.73 per share and maintains a consensus analyst rating of Moderate Buy.

Ethic Inc. lifted its holdings in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 7.6% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 81,666 shares of the company's stock after acquiring an additional 5,758 shares during the quarter. Eli Lilly and Company comprises approximately 1.3% of Ethic Inc.'s holdings, making the stock its 9th biggest holding. Ethic Inc.'s holdings in Eli Lilly and Company were worth $87,765,000 as of its most recent SEC filing.

A number of other institutional investors have also recently added to or reduced their stakes in the business. Capital Research Global Investors lifted its stake in shares of 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 purchasing an additional 4,332,008 shares in the last quarter. Vanguard Group Inc. grew its stake in shares of Eli Lilly and Company by 1.2% in the fourth quarter. Vanguard Group Inc. now owns 81,965,974 shares of the company's stock valued at $88,087,193,000 after buying an additional 1,006,885 shares in the last quarter. Amundi lifted its position in Eli Lilly and Company by 27.1% during the 3rd quarter. Amundi now owns 4,525,902 shares of the company's stock worth $3,823,977,000 after acquiring an additional 964,675 shares in the last quarter. Jennison Associates LLC boosted its holdings in Eli Lilly and Company by 22.3% in the 4th quarter. Jennison Associates LLC now owns 5,133,676 shares of the company's stock worth $5,517,059,000 after acquiring an additional 937,204 shares during the period. Finally, Victory Capital Management Inc. boosted its holdings in Eli Lilly and Company by 47.6% in the 3rd quarter. Victory Capital Management Inc. now owns 2,309,006 shares of the company's stock worth $1,761,772,000 after acquiring an additional 744,868 shares during the period. 82.53% of the stock is owned by hedge funds and other institutional investors.

Eli Lilly and Company Stock Performance

LLY stock opened at $948.01 on Monday. The stock's 50 day simple moving average is $943.90 and its 200 day simple moving average is $990.90. Eli Lilly and Company has a 12-month low of $623.78 and a 12-month high of $1,133.95. The firm has a market cap of $892.78 billion, a P/E ratio of 33.68, a P/E/G ratio of 1.03 and a beta of 0.48. The company has a current ratio of 1.50, a quick ratio of 1.10 and a debt-to-equity ratio of 1.26.

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. As a group, equities research analysts predict that Eli Lilly and Company will post 35.8 EPS for the current year.

Eli Lilly and Company Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, June 10th. Investors of record on Friday, May 15th will be issued a $1.73 dividend. 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 dividend payout ratio is 24.58%.

Key Headlines Impacting Eli Lilly and Company

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

• Positive Sentiment: Rothschild & Co Redburn raised its price target on Eli Lilly to $900 from $880, signaling continued confidence in the company’s long-term value despite the target still sitting below the recent share price. MarketScreener
• Positive Sentiment: Multiple reports highlighted strong demand for Lilly’s GLP-1 medicines, including Mounjaro, with first-quarter sales described as a major driver of revenue growth and a key reason investors remain optimistic about future earnings. Motley Fool
• Positive Sentiment: Reuters reported that early weight-loss pill data is boosting Lilly and Novo Nordisk by raising hopes the market could expand beyond injections to millions more patients, which could support a larger long-term revenue opportunity. Reuters
• Positive Sentiment: Lilly announced an additional $4.5 billion investment in Indiana manufacturing sites, reinforcing confidence in its ability to meet future demand for weight-loss and other therapies while expanding U.S. production capacity. Benzinga
• Neutral Sentiment: Several commentary pieces continued to frame Lilly as a high-quality growth stock, but these were largely reiterations of the bullish long-term thesis rather than fresh catalysts. Zacks
• Neutral Sentiment: Articles about shareholder support for the board and broader analyst upgrades suggest stable governance and sentiment, but they do not appear to be major standalone trading catalysts. TipRanks
• Negative Sentiment: One article noted that Eli Lilly’s valuation remains rich and that some investors see more upside in competitors, which can limit enthusiasm even when fundamentals are strong. Motley Fool

Analysts Set New Price Targets

Several analysts have issued reports on LLY shares. Deutsche Bank Aktiengesellschaft reaffirmed a "buy" rating and issued a $1,285.00 price objective on shares of Eli Lilly and Company in a research report on Friday, March 6th. HSBC downgraded shares of Eli Lilly and Company from a "hold" rating to a "reduce" rating and decreased their target price for the company from $1,070.00 to $850.00 in a research note on Tuesday, March 17th. Freedom Capital raised shares of Eli Lilly and Company from a "hold" rating to a "strong-buy" rating in a report on Tuesday, February 10th. CICC Research boosted their price objective on shares of 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. Finally, Wolfe Research restated an "outperform" rating and set a $1,325.00 price objective on shares of Eli Lilly and Company in a report on Monday, May 4th. Two analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company's stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and a consensus price target of $1,218.33.

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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