IFM Investors Pty Ltd Boosts Stock Position in Eli Lilly and Company $LLY

Key Points

• IFM Investors Pty Ltd increased its Eli Lilly stake by 1.1% in the fourth quarter, adding 1,667 shares and bringing its total holdings to 159,239 shares worth about $171.1 million.
• Eli Lilly reported strong quarterly results, with earnings per share of $8.55 beating estimates and revenue rising 55.5% year over year to $19.80 billion. The company also lifted its FY2026 EPS guidance to 35.5–37.0.
• The stock has been rising and remains heavily owned by institutions, with shares up 2.2% on the day cited and institutional investors holding 82.53% of the company. Analysts remain largely positive overall, despite one recent downgrade, with a consensus rating of Moderate Buy.

IFM Investors Pty Ltd lifted its holdings in Eli Lilly and Company (NYSE:LLY - Free Report) by 1.1% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 159,239 shares of the company's stock after purchasing an additional 1,667 shares during the period. Eli Lilly and Company accounts for approximately 1.4% of IFM Investors Pty Ltd's portfolio, making the stock its 10th biggest holding. IFM Investors Pty Ltd's holdings in Eli Lilly and Company were worth $171,131,000 at the end of the most recent quarter.

Other institutional investors have also made changes to their positions in the company. 10Elms LLP increased its position in shares of Eli Lilly and Company by 33.3% during the third quarter. 10Elms LLP now owns 40 shares of the company's stock worth $31,000 after buying an additional 10 shares during the period. M.E. Allison & CO. Inc. raised its stake in Eli Lilly and Company by 0.7% during the fourth quarter. M.E. Allison & CO. Inc. now owns 1,477 shares of the company's stock worth $1,587,000 after buying an additional 10 shares during the last quarter. Tanager Wealth Management LLP raised its stake in Eli Lilly and Company by 2.6% during the fourth quarter. Tanager Wealth Management LLP now owns 395 shares of the company's stock worth $424,000 after buying an additional 10 shares during the last quarter. Wealthspan Partners LLC raised its stake in Eli Lilly and Company by 0.5% during the fourth quarter. Wealthspan Partners LLC now owns 2,110 shares of the company's stock worth $2,268,000 after buying an additional 10 shares during the last quarter. Finally, Morey & Quinn Wealth Partners LLC raised its stake in Eli Lilly and Company by 1.5% during the fourth quarter. Morey & Quinn Wealth Partners LLC now owns 661 shares of the company's stock worth $710,000 after buying an additional 10 shares during the last quarter. 82.53% of the stock is currently owned by institutional investors.

Eli Lilly and Company Trading Up 2.2%

LLY opened at $1,161.75 on Friday. Eli Lilly and Company has a 1-year low of $623.78 and a 1-year high of $1,182.73. 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 company has a market cap of $1.09 trillion, a P/E ratio of 41.27, a price-to-earnings-growth ratio of 1.24 and a beta of 0.53. The company has a fifty day moving average price of $994.84 and a two-hundred day moving average price of $1,015.87.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last posted its quarterly earnings results on Thursday, April 30th. The company reported $8.55 earnings per share for the quarter, beating the consensus estimate 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 firm 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. The business'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. Analysts predict that Eli Lilly and Company will post 35.8 EPS for the current fiscal year.

Eli Lilly and Company Announces Dividend

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

Key Headlines Impacting Eli Lilly and Company

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

• Positive Sentiment: Recent reporting says Eli Lilly remains ahead of rivals in the booming obesity-drug market, reinforcing confidence in the company’s dominant position and growth outlook. Focus: Lilly stays ahead of the pack as rivals jump on obesity drug bandwagon
• Positive Sentiment: FDA approval for expanded EBGLYSS maintenance dosing to once every eight weeks gives Lilly another commercial win outside obesity and diabetes, while improving convenience for patients and broadening the drug’s appeal. FDA approves Lilly's EBGLYSS® (lebrikizumab-lbkz) for one maintenance dose every eight weeks in patients with moderate-to-severe atopic dermatitis
• Positive Sentiment: Lilly also expanded its chronic pain pipeline with new Phase 2 trials in osteoarthritis and chronic low back pain, suggesting more long-term growth opportunities beyond its current blockbuster drugs. Eli Lilly Expands Chronic Pain Pipeline With New Osteoarthritis Trial
• Positive Sentiment: Analysts remain constructive, with Erste Group nudging up FY2026 EPS estimates and Jefferies raising its price target to $1,350 while keeping a Buy rating, both of which can help investor sentiment. Is Eli Lilly and Company (LLY) One of the 10 Best Dividend Stocks to Buy According to D. E. Shaw?
• Neutral Sentiment: Broader healthcare-sector strength is providing a supportive backdrop for LLY, but this is more of an industry tailwind than a company-specific catalyst. Sector Update: Healthcare Stocks Higher Late Afternoon
• Neutral Sentiment: Media attention around GLP-1 coverage cuts by some employers could create some headwinds over time, but it also underscores how central Lilly’s obesity franchise has become to the healthcare cost debate. Some US employers to drop coverage of GLP-1 obesity drugs in 2027 as use increases

Analyst Ratings Changes

A number of equities analysts recently weighed in on LLY shares. Deutsche Bank Aktiengesellschaft reissued a "buy" rating and set a $1,285.00 target price on shares of Eli Lilly and Company in a research note on Friday, March 6th. Barclays lifted their target price on shares of Eli Lilly and Company from $1,350.00 to $1,400.00 and gave the stock an "overweight" rating in a research note on Monday, May 4th. HSBC downgraded shares of Eli Lilly and Company from a "hold" rating to a "reduce" rating and lowered their target price for the stock from $1,070.00 to $850.00 in a research note on Tuesday, March 17th. Royal Bank Of Canada reissued an "outperform" rating on shares of Eli Lilly and Company in a research note on Thursday, May 21st. Finally, Jefferies Financial Group lifted 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 research note on Tuesday. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, Eli Lilly and Company has a consensus rating of "Moderate Buy" and a consensus target price of $1,227.74.

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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