Principal Financial Group Inc. Has $1.13 Billion Holdings in Eli Lilly and Company $LLY

Key Points

• Principal Financial Group trimmed its Eli Lilly stake by 3.4% in the first quarter but still held 1,226,699 shares valued at about $1.13 billion at quarter-end.
• Eli Lilly reported strong quarterly results, with EPS of $8.55 beating estimates and revenue of $19.8 billion, up 55.5% year over year; the company also issued FY 2026 EPS guidance of 35.5 to 37.0.
• Wall Street sentiment remains upbeat, with multiple analysts raising price targets and the stock carrying a Moderate Buy consensus target of $1,268.78, while new Kisunla data and obesity-drug momentum add to the growth narrative.

Principal Financial Group Inc. reduced its position in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 3.4% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,226,699 shares of the company's stock after selling 42,832 shares during the period. Principal Financial Group Inc. owned about 0.13% of Eli Lilly and Company worth $1,128,282,000 at the end of the most recent quarter.

A number of other hedge funds have also added to or reduced their stakes in the business. Maryland Capital Advisors Inc. bought a new position in Eli Lilly and Company in the 4th quarter valued at about $25,000. Osbon Capital Management LLC acquired a new stake in shares of Eli Lilly and Company during the 4th quarter worth $25,000. Vermillion & White Wealth Management Group LLC boosted its position in shares of Eli Lilly and Company by 84.2% during the 3rd quarter. Vermillion & White Wealth Management Group LLC now owns 35 shares of the company's stock worth $27,000 after acquiring an additional 16 shares in the last quarter. Basso Capital Management L.P. bought a new stake in shares of Eli Lilly and Company during the 4th quarter worth $30,000. Finally, Maseco LLP lifted its holdings in shares of Eli Lilly and Company by 466.7% in the first quarter. Maseco LLP now owns 34 shares of the company's stock worth $31,000 after acquiring an additional 28 shares during the last quarter. Institutional investors own 82.53% of the company's stock.

Eli Lilly and Company Price Performance

LLY stock opened at $1,185.71 on Tuesday. The company's 50-day moving average is $1,103.63 and its 200-day moving average is $1,034.03. The stock has a market capitalization of $1.12 trillion, a PE ratio of 42.12, a price-to-earnings-growth ratio of 1.47 and a beta of 0.51. The company has a debt-to-equity ratio of 1.26, a current ratio of 1.50 and a quick ratio of 1.10. Eli Lilly and Company has a 1 year low of $623.78 and a 1 year high of $1,249.45.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last released its quarterly earnings data on Thursday, April 30th. The company reported $8.55 EPS for the quarter, beating 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 firm 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 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. Equities research analysts expect that Eli Lilly and Company will post 35.81 EPS for the current fiscal year.

Eli Lilly and Company Dividend Announcement

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

Eli Lilly and Company News Summary

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

• Positive Sentiment: Guggenheim raised its price target on Eli Lilly to $1,273 and reiterated a Buy rating, reinforcing Wall Street’s confidence in the company’s growth outlook. Benzinga
• Positive Sentiment: Eli Lilly is presenting new Kisunla data at the Alzheimer’s Association International Conference, giving investors another potential pipeline catalyst beyond its blockbuster weight-loss drugs. Benzinga
• Positive Sentiment: Commentary around Eli Lilly’s obesity drugs continues to highlight how important the franchise is to revenue, with two products now generating nearly two-thirds of sales — a reminder of the company’s scale and earnings power. The Motley Fool
• Neutral Sentiment: Cathie Wood’s ARK funds added Eli Lilly alongside other large-cap names, which may signal continued institutional interest but is not a direct company-specific catalyst. Yahoo Finance
• Neutral Sentiment: Social-media and trading chatter remains upbeat, with investors citing upgraded targets and biotech momentum, but these comments are sentiment-driven rather than new fundamental disclosures. Quiver Quantitative
• Neutral Sentiment: A 247WallSt piece argues there may be a new under-the-radar catalyst in Eli Lilly’s pipeline, but it is largely speculative and not a confirmed development. 247WallSt

Analysts Set New Price Targets

Several equities analysts recently commented on LLY shares. Wall Street Zen raised shares of Eli Lilly and Company from a "buy" rating to a "strong-buy" rating in a research note on Saturday, May 2nd. Weiss Ratings upgraded Eli Lilly and Company from a "buy (b-)" rating to a "buy (b)" rating in a research note on Wednesday, July 1st. Barclays raised their price objective on Eli Lilly and Company from $1,350.00 to $1,400.00 and gave the company an "overweight" rating in a report on Monday, May 4th. Wolfe Research reaffirmed an "outperform" rating and issued a $1,350.00 target price on shares of Eli Lilly and Company in a report on Thursday, May 21st. Finally, Jefferies Financial Group raised their price objective on shares of Eli Lilly and Company from $1,330.00 to $1,350.00 and gave the company a "buy" rating in a report on Tuesday, June 9th. Two analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the stock has an average rating of "Moderate Buy" and a consensus target price of $1,268.78.

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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