Generate Investment Management Ltd Sells 20,198 Shares of Eli Lilly and Company $LLY

Key Points

• Generate Investment Management Ltd cut its Eli Lilly stake by 42.6% in the first quarter, selling 20,198 shares and leaving it with 27,197 shares worth about $25.0 million.
• Despite the sale, institutional ownership remains very high, with hedge funds and other institutions holding about 82.53% of Eli Lilly’s stock. Several other investors also added to or adjusted their positions during the quarter.
• Eli Lilly continues to show strong operational momentum, with quarterly EPS and revenue topping estimates, a quarterly dividend of $1.73 per share, and analysts maintaining a generally positive outlook on the stock.

Generate Investment Management Ltd lessened its stake in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 42.6% during the first quarter, according to the company in its most recent disclosure with the SEC. The fund owned 27,197 shares of the company's stock after selling 20,198 shares during the quarter. Eli Lilly and Company makes up 1.2% of Generate Investment Management Ltd's holdings, making the stock its 21st biggest holding. Generate Investment Management Ltd's holdings in Eli Lilly and Company were worth $25,015,000 as of its most recent filing with the SEC.

Several other institutional investors also recently modified their holdings of LLY. Clark Asset Management LLC increased its holdings in Eli Lilly and Company by 6.0% in the 1st quarter. Clark Asset Management LLC now owns 790 shares of the company's stock worth $727,000 after purchasing an additional 45 shares in the last quarter. CPC Advisors LLC increased its stake in shares of Eli Lilly and Company by 56.0% in the first quarter. CPC Advisors LLC now owns 1,234 shares of the company's stock valued at $1,135,000 after buying an additional 443 shares during the period. Johnson Bixby & Associates LLC acquired a new position in shares of Eli Lilly and Company in the first quarter valued at approximately $304,000. Sterling Investment Counsel LLC raised its holdings in Eli Lilly and Company by 0.8% in the 1st quarter. Sterling Investment Counsel LLC now owns 2,306 shares of the company's stock valued at $2,121,000 after buying an additional 19 shares during the last quarter. Finally, Roble Belko & Company Inc raised its holdings in Eli Lilly and Company by 2,347.1% in the 1st quarter. Roble Belko & Company Inc now owns 416 shares of the company's stock valued at $383,000 after buying an additional 399 shares during the last quarter. 82.53% of the stock is currently owned by institutional investors and hedge funds.

Eli Lilly and Company Stock Performance

LLY stock opened at $1,110.37 on Wednesday. The firm has a market cap of $1.05 trillion, a PE ratio of 39.44, a price-to-earnings-growth ratio of 1.20 and a beta of 0.53. The company has a current ratio of 1.50, a quick ratio of 1.10 and a debt-to-equity ratio of 1.26. The stock has a 50-day moving average price of $1,022.46 and a 200-day moving average price of $1,018.08. Eli Lilly and Company has a 1-year low of $623.78 and a 1-year high of $1,182.73.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last released its earnings results on Thursday, April 30th. The company reported $8.55 EPS for the quarter, topping 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 business had revenue of $19.80 billion during the quarter, compared to analysts' expectations of $17.82 billion. During the same quarter last year, the firm posted $3.34 earnings per share. The firm's 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. As a group, equities research analysts expect that Eli Lilly and Company will post 35.8 earnings per share for the current year.

Eli Lilly and Company Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Friday, August 14th will be paid a $1.73 dividend. The ex-dividend date is Friday, August 14th. This represents a $6.92 annualized dividend and a dividend yield of 0.6%. Eli Lilly and Company's payout ratio is currently 24.58%.

Wall Street Analyst Weigh In

A number of research firms have weighed in on LLY. Jefferies Financial Group boosted their target price on shares of Eli Lilly and Company from $1,330.00 to $1,350.00 and gave the stock a "buy" rating in a report on Tuesday, June 9th. Weiss Ratings downgraded shares of Eli Lilly and Company from a "buy (b)" rating to a "buy (b-)" rating in a research note on Tuesday, May 19th. Barclays lifted their price target on shares of Eli Lilly and Company from $1,350.00 to $1,400.00 and gave the stock an "overweight" rating in a report on Monday, May 4th. The Goldman Sachs Group restated a "buy" rating and issued a $1,283.00 price objective on shares of Eli Lilly and Company in a report on Friday, May 22nd. Finally, Deutsche Bank Aktiengesellschaft reaffirmed a "buy" rating and set a $1,285.00 target price on shares of Eli Lilly and Company in a research report on Friday, March 6th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the company's stock. Based on data from MarketBeat.com, the stock has an average rating of "Moderate Buy" and a consensus target price of $1,230.89.

Key Stories Impacting Eli Lilly and Company

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

• Positive Sentiment: Eli Lilly expanded its neuroscience pipeline with a new research collaboration with BioArctic, combining Lilly’s drug candidate with BioArctic’s BrainTransporter technology to develop a potential treatment for neurodegenerative disease; the deal included a $30 million upfront payment and reinforces Lilly’s pipeline growth strategy. BioArctic and Lilly sign research and collaboration agreement combining Lilly compound with BioArctic's BrainTransporter™ technology
• Positive Sentiment: The company was also cleared to advance its planned acquisition of Centessa by the High Court of Justice of England and Wales, supporting Lilly’s efforts to broaden its drug portfolio and add to future growth drivers. Acquisition of Centessa by Lilly Approved by the High Court of Justice of England and Wales
• Positive Sentiment: Reuters reported that Lilly expects to launch its weight-loss pill in Europe and Britain in late 2026 or early 2027, extending the commercial opportunity for its obesity franchise outside the U.S. Eli Lilly says Trump pricing policy will affect obesity drug launches in Europe
• Positive Sentiment: Analysts and commentary continued to highlight Lilly’s strong growth profile, including surging sales for Mounjaro and Zepbound and optimism around the still-expanding GLP-1 market, which supports the stock’s premium valuation. Eli Lilly (LLY) Opens Data Center to Smaller Biotech Firms as It Chases Drug Discoveries
• Neutral Sentiment: Lilly declared a quarterly dividend of $1.73 per share, a routine capital return update that is supportive but not likely to move the stock materially on its own. Lilly declares third-quarter 2026 dividend
• Neutral Sentiment: The healthcare sector itself was firmer in afternoon trading, providing a favorable backdrop for Eli Lilly alongside broader rotation into defensive/healthcare names. Sector Update: Healthcare Stocks Advance in Afternoon Trading
• Neutral Sentiment: Some headlines noted investor enthusiasm around Lilly’s stock and its GLP-1 leadership, but these were largely commentary pieces rather than new fundamental catalysts. Here is What to Know Beyond Why Eli Lilly and Company (LLY) is a Trending Stock
• Negative Sentiment: One Reuters report said Trump pricing policy could complicate Lilly’s obesity-drug launches in Europe, creating some regulatory and pricing uncertainty for an important growth franchise. Eli Lilly says Trump pricing policy will affect obesity drug launches in Europe

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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