Eli Lilly and Company $LLY Stock Position Reduced by Healthcare of Ontario Pension Plan Trust Fund

Key Points

• Healthcare of Ontario Pension Plan Trust Fund cut its Eli Lilly stake by 58.6% in the fourth quarter, selling 50,079 shares and leaving it with 35,393 shares worth about $38.0 million.
• Despite the selling by that fund, institutional ownership remains high at 82.53%, and several other investors recently increased their holdings in the stock.
• Eli Lilly continues to show strong fundamentals, with quarterly EPS of $8.55 beating estimates and revenue rising 55.5% year over year; the company also maintained an upbeat analyst outlook with a consensus Moderate Buy rating and a $1,227.74 price target.

Healthcare of Ontario Pension Plan Trust Fund lessened its position in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 58.6% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 35,393 shares of the company's stock after selling 50,079 shares during the period. Healthcare of Ontario Pension Plan Trust Fund's holdings in Eli Lilly and Company were worth $38,036,000 as of its most recent SEC filing.

Other large investors also recently bought and sold shares of the company. 10Elms LLP boosted its stake in Eli Lilly and Company by 33.3% in the third quarter. 10Elms LLP now owns 40 shares of the company's stock valued at $31,000 after acquiring an additional 10 shares during the period. M.E. Allison & CO. Inc. lifted its holdings in shares of Eli Lilly and Company by 0.7% in the 4th quarter. M.E. Allison & CO. Inc. now owns 1,477 shares of the company's stock worth $1,587,000 after purchasing an additional 10 shares during the last quarter. Tanager Wealth Management LLP lifted its holdings in shares of Eli Lilly and Company by 2.6% in the 4th quarter. Tanager Wealth Management LLP now owns 395 shares of the company's stock worth $424,000 after purchasing an additional 10 shares during the last quarter. Morey & Quinn Wealth Partners LLC lifted its holdings in shares of Eli Lilly and Company by 1.5% in the 4th quarter. Morey & Quinn Wealth Partners LLC now owns 661 shares of the company's stock worth $710,000 after purchasing an additional 10 shares during the last quarter. Finally, Wealthspan Partners LLC lifted its holdings in shares of Eli Lilly and Company by 0.5% in the 4th quarter. Wealthspan Partners LLC now owns 2,110 shares of the company's stock worth $2,268,000 after purchasing an additional 10 shares during the last quarter. Institutional investors own 82.53% of the company's stock.

Eli Lilly and Company Stock Up 0.4%

LLY opened at $1,137.01 on Monday. Eli Lilly and Company has a 12 month low of $623.78 and a 12 month high of $1,182.73. The company has a debt-to-equity ratio of 1.26, a current ratio of 1.50 and a quick ratio of 1.10. The stock has a market cap of $1.07 trillion, a P/E ratio of 40.39, a P/E/G ratio of 1.24 and a beta of 0.53. The stock's 50 day moving average price is $998.47 and its 200 day moving average price is $1,016.36.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last posted its earnings results on Thursday, April 30th. The company reported $8.55 EPS 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 period last year, the firm earned $3.34 EPS. The firm'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, research analysts predict that Eli Lilly and Company will post 35.8 earnings per share for the current year.

Eli Lilly and Company Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Wednesday, June 10th. Investors of record on Friday, May 15th were given a $1.73 dividend. This represents a $6.92 annualized dividend and a yield of 0.6%. The ex-dividend date was Friday, May 15th. Eli Lilly and Company's dividend payout ratio (DPR) is currently 24.58%.

Analysts Set New Price Targets

Several analysts recently issued reports on the company. The Goldman Sachs Group reissued a "buy" rating and issued a $1,283.00 price target on shares of Eli Lilly and Company in a report on Friday, May 22nd. Weiss Ratings downgraded Eli Lilly and Company from a "buy (b)" rating to a "buy (b-)" rating in a report on Tuesday, May 19th. Sanford C. Bernstein reissued an "outperform" rating on shares of Eli Lilly and Company in a report on Monday, June 8th. Cantor Fitzgerald raised their price target on Eli Lilly and Company from $1,205.00 to $1,230.00 and gave the stock an "overweight" rating in a report on Friday, May 1st. Finally, Truist Financial reissued a "buy" rating on shares of Eli Lilly and Company in a report on Monday, February 23rd. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, Eli Lilly and Company has an average rating of "Moderate Buy" and a consensus price target of $1,227.74.

Key Eli Lilly and Company News

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

• Positive Sentiment: Analysts and research notes continue to turn more upbeat on Eli Lilly’s earnings outlook, with Erste Group lifting FY2026 and FY2027 EPS estimates and Goldman Sachs reiterating a buy rating on the back of an encouraging obesity-treatment pipeline. Goldman Sachs Maintains a Buy Rating on Eli Lilly (LLY), Cites Encouraging Obesity Treatment Pipeline
• Positive Sentiment: Eli Lilly’s strong growth story is still resonating with investors: recent coverage says the stock is in a buy zone, institutional funds are adding shares, and the company remains a leader in the GLP-1 obesity market after a big earnings beat and raised guidance. Eli Lilly Stock Hits Buy Zone As Earnings Soar 156%. Funds Are Loading Up.
• Positive Sentiment: The company also added a new growth angle by expanding its chronic pain pipeline, including new Phase 2 trials in osteoarthritis and chronic low back pain, which could broaden Lilly’s long-term revenue base beyond obesity and diabetes. Eli Lilly Expands Chronic Pain Pipeline With New Osteoarthritis Trial
• Positive Sentiment: FDA progress for Ebglyss, including an easier once-every-eight-weeks maintenance regimen, adds another commercial catalyst and supports Lilly’s push to diversify into dermatology. FDA Ebglyss Decision Adds New Thread To Eli Lilly Growth Story
• Neutral Sentiment: Lilly also unveiled an AI partnership with Abridge, aimed at speeding drug development, trial enrollment and research; that is strategically positive, but it is a longer-term story than a near-term earnings driver. Eli Lilly’s Abridge Bet Links Healthcare AI To Valuation And Growth
• Negative Sentiment: A key overhang is growing concern that some employers may reduce or drop coverage for GLP-1 weight-loss drugs in 2027, which could pressure demand and reimbursement for Lilly’s obesity franchise. Some US employers to drop coverage of GLP-1 obesity drugs in 2027 as use increases 2026-06-11

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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