Mn Services Vermogensbeheer B.V. Has $335.24 Million Stock Position in Eli Lilly and Company $LLY

Key Points

• Mn Services Vermogensbeheer B.V. increased its Eli Lilly stake 2.0% to 311,943 shares worth about $335.24 million, making LLY the fund's 9th‑largest holding (≈2.1% of the fund).
• Major catalysts—FDA approval of Lilly’s oral GLP‑1 weight‑loss pill Foundayo and the planned Centessa acquisition (up to ~$7.8B including milestones)—have driven bullish options flow and a rally, though competition from Novo Nordisk and drug‑pricing policy risk could limit near‑term upside.
• Strong fundamentals and sentiment: Lilly beat quarterly EPS estimates ($7.54 vs. $7.48) with revenue up 42.6% to $19.29B, set FY2026 guidance of $33.50–$35.00 EPS, trades at roughly $903B market cap, and carries an average analyst target of about $1,221 ("Moderate Buy").

Mn Services Vermogensbeheer B.V. boosted its holdings in Eli Lilly and Company (NYSE:LLY - Free Report) by 2.0% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 311,943 shares of the company's stock after buying an additional 6,255 shares during the quarter. Eli Lilly and Company accounts for approximately 2.1% of Mn Services Vermogensbeheer B.V.'s holdings, making the stock its 9th biggest position. Mn Services Vermogensbeheer B.V.'s holdings in Eli Lilly and Company were worth $335,239,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also bought and sold shares of LLY. Capital Research Global Investors raised its holdings 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 valued at $19,141,787,000 after purchasing an additional 4,332,008 shares during the last quarter. Amundi boosted its holdings in Eli Lilly and Company by 27.1% in the third quarter. Amundi now owns 4,525,902 shares of the company's stock worth $3,823,977,000 after purchasing an additional 964,675 shares during the last quarter. Victory Capital Management Inc. boosted its holdings in Eli Lilly and Company by 47.6% in the third quarter. Victory Capital Management Inc. now owns 2,309,006 shares of the company's stock worth $1,761,772,000 after purchasing an additional 744,868 shares during the last quarter. Danske Bank A S bought a new stake in Eli Lilly and Company in the 3rd quarter worth approximately $512,022,000. Finally, Capital International Investors grew its position 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. Institutional investors own 82.53% of the company's stock.

Key Headlines Impacting Eli Lilly and Company

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

• Positive Sentiment: FDA approved Lilly’s oral GLP‑1 weight‑loss pill Foundayo — the approval opens a large, fast‑growing obesity market for a convenient daily pill (Lilly will sell Foundayo via LillyDirect with low listed cash prices and broad availability), which drove the stock rally. Lilly's weight-loss pill wins US approval, sets up next battle with rival Novo Nordisk - reuters.com
• Positive Sentiment: Lilly agreed to acquire Centessa Pharmaceuticals (up to ~$7.8B including milestones) to add orexin/OX2R sleep‑wake assets — diversification into neuroscience reduces concentration risk on GLP‑1s and supports longer‑term growth expectations. Eli Lilly to buy Centessa Pharma in $6.3 billion deal - Reuters
• Positive Sentiment: Unusual bullish options flow — large volume of call buying suggests traders positioned for further upside after the approval/announcements, amplifying intraday momentum. Eli Lilly Pops on GLP‑1 Pill Approval. Should You Buy LLY Stock Here? - Barchart
• Neutral Sentiment: Competitive dynamics — Novo Nordisk is responding with subscription pricing for Wegovy and other tactics; Foundayo’s pricing/coverage and real‑world adoption vs. Wegovy will determine market share, so near‑term upside could be capped by competition. Novo Nordisk (NVO) Stock: New Wegovy Subscription Pricing Takes on Eli Lilly - Blockonomi
• Negative Sentiment: Policy and pricing risk — Lilly’s CEO publicly opposed codifying 'Most Favored Nations' drug‑pricing deals into law, highlighting ongoing regulatory/political risks that could pressure pricing or margins over time. Eli Lilly opposes push to pass Trump's drug pricing deals into law, CEO says - CNBC

Eli Lilly and Company Trading Up 3.9%

Shares of Eli Lilly and Company stock opened at $955.45 on Thursday. The company's fifty day simple moving average is $999.28 and its 200-day simple moving average is $966.87. The stock has a market capitalization of $902.73 billion, a PE ratio of 41.63, a P/E/G ratio of 1.07 and a beta of 0.51. Eli Lilly and Company has a 1-year low of $623.78 and a 1-year high of $1,133.95. The company has a debt-to-equity ratio of 1.54, a current ratio of 1.58 and a quick ratio of 1.19.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last posted its quarterly earnings data on Wednesday, February 4th. The company reported $7.54 EPS for the quarter, topping the consensus estimate of $7.48 by $0.06. Eli Lilly and Company had a return on equity of 102.94% and a net margin of 31.66%.The firm had revenue of $19.29 billion during the quarter, compared to analyst estimates of $17.85 billion. During the same period in the prior year, the business posted $5.32 EPS. Eli Lilly and Company's revenue was up 42.6% on a year-over-year basis. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. As a group, equities analysts anticipate that Eli Lilly and Company will post 23.48 earnings per share for the current year.

Wall Street Analyst Weigh In

A number of equities research analysts have weighed in on the stock. Leerink Partners boosted their target price on shares of Eli Lilly and Company from $1,234.00 to $1,296.00 and gave the company an "outperform" rating in a research note on Thursday, February 5th. Jefferies Financial Group set a $1,300.00 price objective on Eli Lilly and Company and gave the stock a "buy" rating in a report on Friday, March 13th. Argus upped their price objective on Eli Lilly and Company from $930.00 to $1,200.00 and gave the company a "buy" rating in a research report on Monday, February 9th. Scotiabank reissued an "outperform" rating and issued a $1,300.00 target price on shares of Eli Lilly and Company in a report on Thursday, February 5th. Finally, Wolfe Research raised their target price on Eli Lilly and Company from $1,050.00 to $1,250.00 and gave the stock an "outperform" rating in a research report on Wednesday, December 3rd. Two analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the stock currently has an average rating of "Moderate Buy" and an average target price of $1,221.26.

Eli Lilly and Company 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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