Equitable Trust Co. Has $11.10 Million Stock Position in Eli Lilly and Company $LLY

Key Points

• Equitable Trust Co. increased its stake in Eli Lilly by 29.1% in Q4 to 10,327 shares, a position worth about $11.10 million.
• Eli Lilly reported a blowout Q1—EPS $8.55 vs. $6.97 expected and revenue $19.80B (up 55.5% YoY)—raised FY26 guidance to $35.50–$37.00 EPS, driven largely by blockbuster sales of Mounjaro and ongoing manufacturing investments.
• Market sentiment is broadly positive with a consensus rating of “Moderate Buy” and an average price target of $1,217.59; institutional investors own 82.53% of the stock and the company declared a $1.73 quarterly dividend (0.7% yield).

Equitable Trust Co. increased its stake in Eli Lilly and Company (NYSE:LLY - Free Report) by 29.1% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 10,327 shares of the company's stock after purchasing an additional 2,325 shares during the period. Equitable Trust Co.'s holdings in Eli Lilly and Company were worth $11,098,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the stock. Vanguard Group Inc. boosted its stake 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 worth $88,087,193,000 after purchasing an additional 1,006,885 shares during the period. State Street Corp boosted its stake in Eli Lilly and Company by 0.6% in the 3rd quarter. State Street Corp now owns 34,726,558 shares of the company's stock worth $26,496,364,000 after purchasing an additional 219,590 shares during the period. Capital Research Global Investors boosted its stake in Eli Lilly and Company by 20.9% in the 3rd 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 during the period. Wellington Management Group LLP boosted its stake in Eli Lilly and Company by 4.1% in 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 period. Finally, Capital International Investors boosted its stake in Eli Lilly and Company by 6.1% in the 3rd quarter. Capital International Investors now owns 10,001,509 shares of the company's stock worth $7,628,447,000 after purchasing an additional 579,381 shares during the period. 82.53% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of equities analysts recently weighed in on LLY shares. Daiwa Securities Group upped their target price on shares of Eli Lilly and Company from $1,230.00 to $1,250.00 and gave the stock a "buy" rating in a research note on Wednesday, February 18th. Weiss Ratings raised shares of Eli Lilly and Company from a "buy (b-)" rating to a "buy (b)" rating in a research note on Monday. Zacks Research lowered shares of Eli Lilly and Company from a "strong-buy" rating to a "hold" rating in a research note on Friday, January 30th. Berenberg Bank upped their target price on shares of Eli Lilly and Company from $950.00 to $1,050.00 and gave the stock a "hold" rating in a research note on Thursday, February 19th. Finally, Loop Capital set a $1,200.00 target price on shares of Eli Lilly and Company in a research note on Tuesday, February 10th. Two 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 issued a Sell rating to the company. According to data from MarketBeat, Eli Lilly and Company currently has a consensus rating of "Moderate Buy" and an average price target of $1,217.59.

Key Stories Impacting Eli Lilly and Company

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 Trading Down 1.2%

Eli Lilly and Company stock opened at $974.82 on Friday. The firm has a 50-day moving average of $943.90 and a 200-day moving average of $990.90. Eli Lilly and Company has a one year low of $623.78 and a one year high of $1,133.95. 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 company has a market cap of $918.03 billion, a price-to-earnings ratio of 34.63, a P/E/G ratio of 1.08 and a beta of 0.48.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last posted its quarterly earnings data on Thursday, April 30th. The company reported $8.55 EPS for the quarter, topping analysts' consensus estimates of $6.97 by $1.58. Eli Lilly and Company had a net margin of 34.98% and a return on equity of 105.77%. 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 prior year, the business posted $3.34 EPS. The company's quarterly revenue was up 55.5% on a year-over-year basis. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. On average, equities analysts expect that Eli Lilly and Company will post 35.68 earnings per share for the current fiscal year.

Eli Lilly and Company Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, June 10th. Stockholders 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 dividend yield of 0.7%. The ex-dividend date is Friday, May 15th. Eli Lilly and Company's dividend payout ratio is currently 24.58%.

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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