Principal Financial Group Inc. Grows Stock Position in Eli Lilly and Company $LLY

Principal Financial Group Inc. raised its position in Eli Lilly and Company (NYSE:LLY - Free Report) by 1.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,269,531 shares of the company's stock after acquiring an additional 15,840 shares during the quarter. Eli Lilly and Company accounts for about 0.7% of Principal Financial Group Inc.'s investment portfolio, making the stock its 26th largest holding. Principal Financial Group Inc. owned approximately 0.13% of Eli Lilly and Company worth $1,364,341,000 at the end of the most recent reporting period.

A number of other hedge funds also recently made changes to their positions in the company. Exencial Wealth Advisors LLC grew its stake in Eli Lilly and Company by 189.6% during the 3rd quarter. Exencial Wealth Advisors LLC now owns 17,408 shares of the company's stock valued at $13,283,000 after purchasing an additional 11,396 shares in the last quarter. Cidel Asset Management Inc. boosted its stake in shares of Eli Lilly and Company by 26.5% during the 3rd quarter. Cidel Asset Management Inc. now owns 26,726 shares of the company's stock valued at $20,392,000 after buying an additional 5,591 shares during the last quarter. Spire Wealth Management grew its position in shares of Eli Lilly and Company by 2.2% during the fourth quarter. Spire Wealth Management now owns 27,719 shares of the company's stock worth $29,789,000 after buying an additional 592 shares in the last quarter. Coldstream Capital Management Inc. increased its stake in shares of Eli Lilly and Company by 25.6% in the third quarter. Coldstream Capital Management Inc. now owns 42,418 shares of the company's stock worth $32,365,000 after buying an additional 8,659 shares during the last quarter. Finally, Oak Family Advisors LLC acquired a new stake in Eli Lilly and Company in the third quarter valued at $1,979,000. Hedge funds and other institutional investors own 82.53% of the company's stock.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently weighed in on the stock. HSBC downgraded shares of Eli Lilly and Company from a "hold" rating to a "reduce" rating and dropped their target price for the stock from $1,070.00 to $850.00 in a research report on Tuesday, March 17th. Morgan Stanley reissued an "overweight" rating and issued a $1,344.00 price objective on shares of Eli Lilly and Company in a report on Friday, May 1st. Truist Financial restated a "buy" rating on shares of Eli Lilly and Company in a research note on Monday, February 23rd. Daiwa Securities Group boosted their price target on Eli Lilly and Company from $1,230.00 to $1,250.00 and gave the company a "buy" rating in a report on Wednesday, February 18th. Finally, Guggenheim reissued a "buy" rating and set a $1,183.00 price target on shares of Eli Lilly and Company in a research report on Tuesday. Two 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 issued a Sell rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and an average price target of $1,217.59.

Eli Lilly and Company Price Performance

Shares of NYSE LLY opened at $987.52 on Thursday. 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 firm has a market capitalization of $929.98 billion, a PE ratio of 35.08, a P/E/G ratio of 1.08 and a beta of 0.48. Eli Lilly and Company has a 1-year low of $623.78 and a 1-year high of $1,133.95. The business's fifty day moving average price is $945.26 and its two-hundred day moving average price is $989.70.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last announced its quarterly earnings results on Thursday, April 30th. The company reported $8.55 earnings per share (EPS) 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 company had revenue of $19.80 billion during the quarter, compared to the consensus estimate of $17.82 billion. During the same quarter in the previous year, the company posted $3.34 earnings per share. The company's revenue for the quarter 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. On average, research analysts expect that Eli Lilly and Company will post 35.58 EPS for the current year.

Eli Lilly and Company Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Wednesday, June 10th. Shareholders of record on Friday, May 15th will be given a $1.73 dividend. The ex-dividend date is Friday, May 15th. This represents a $6.92 annualized dividend and a yield of 0.7%. Eli Lilly and Company's dividend payout ratio is 24.58%.

Key Headlines Impacting Eli Lilly and Company

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

• Positive Sentiment: Long‑term efficacy data for Omvoh (mirikizumab) — LUCENT‑3 open‑label data show ~63.5% of patients who achieved disease clearance at one year maintained it at four years, reinforcing Omvoh’s durability in ulcerative colitis and strengthening Lilly’s IL‑23 franchise revenue outlook. Eli Lilly Advances As Inflammatory Bowel Disease Drug Reinforces Long-Term Confidence
• Positive Sentiment: Foundayo oral GLP‑1 pill showing early commercial traction — reports say the oral obesity pill is adding prescribers and patients with broad pharmacy access and payer coverage, supporting a new revenue channel beyond injectables. Lilly's Oral GLP-1 Pill Foundayo Starts Strong in Oral Obesity Market
• Positive Sentiment: Major manufacturing expansion — Lilly committed an additional $4.5B in Indiana (over $21B total since 2020) and opened a genetic‑medicine facility, which supports capacity for anticipated demand across biologics, small molecules and advanced therapies. This is a long‑term enabler of supply reliability. Lilly commits additional $4.5 billion across Indiana manufacturing sites
• Positive Sentiment: Earnings momentum and analyst support — recent Q1 beat‑and‑raise (strong Mounjaro and Zepbound sales) and analyst reiterations/targets underpin bullish sentiment and justify elevated valuation multiples. LLY Stock Pops 16% After Beat-and-Raise Q1: Buy, Hold or Take Profits?
• Neutral Sentiment: Dividend declared ($1.73/share, ex‑dividend May 15) — modest yield (≈0.7%) signals shareholder returns but is not a major near‑term price driver. Lilly commits additional $4.5 billion across Indiana manufacturing sites, opens first dedicated genetic medicine facility
• Neutral Sentiment: Market chatter about financing — reports that Lilly is planning to sell roughly $8B of bonds to fund acquisitions could change capital structure and near‑term financing costs; company provided responses but investors will watch details. Update: Market Chatter: Eli Lilly Plans to Sell About $8 Billion of Bonds to Fund Acquisitions
• Negative Sentiment: Intense competition from Novo Nordisk — Novo’s strong pill launch and raised guidance highlight accelerating competitive pressure in the obesity/GLP‑1 market, which could cap pricing and market share gains for Lilly over time. Novo Nordisk Could Win the Oral GLP-1 Race Against Lilly. Why It Just Raised Guidance.
• Negative Sentiment: Market perception of product timing and pricing risk — coverage noting Novo’s momentum plus reports of delays/pressure in the oral GLP‑1 space raise short‑term uncertainty about Lilly’s obesity‑pill cadence and margin mix. Novo Nordisk Obesity Pill Momentum Meets Valuation Gap And Risk Flags

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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