Rockefeller Capital Management L.P. Increases Holdings in Eli Lilly and Company $LLY

Key Points

• Rockefeller Capital Management increased its Eli Lilly stake by 5.5% in Q4, buying 23,642 more shares and bringing its total to 456,573 shares valued at about $490.7 million.
• Eli Lilly continues to show strong operating momentum, with the latest quarter’s revenue jumping 55.5% year over year to $19.80 billion and the company raising full-year guidance to $82 billion-$85 billion.
• Wall Street remains broadly bullish on LLY, with multiple analysts reiterating positive ratings and the stock carrying a Moderate Buy consensus target of $1,227.74, though some concerns remain around profit-taking and reimbursement issues like 340B discounts.

Rockefeller Capital Management L.P. boosted its stake in Eli Lilly and Company (NYSE:LLY - Free Report) by 5.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 456,573 shares of the company's stock after purchasing an additional 23,642 shares during the period. Eli Lilly and Company makes up about 0.9% of Rockefeller Capital Management L.P.'s investment portfolio, making the stock its 17th biggest holding. Rockefeller Capital Management L.P.'s holdings in Eli Lilly and Company were worth $490,671,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds also recently added to or reduced their stakes in the stock. Maryland Capital Advisors Inc. acquired a new stake in shares of Eli Lilly and Company in the fourth quarter valued at about $25,000. Osbon Capital Management LLC purchased a new position in Eli Lilly and Company in the 4th quarter worth approximately $25,000. Basso Capital Management L.P. purchased a new position in Eli Lilly and Company in the 4th quarter worth approximately $30,000. Miller Global Investments LLC acquired a new stake in Eli Lilly and Company in the fourth quarter valued at approximately $33,000. Finally, E Fund Management Hong Kong Co. Ltd. raised its stake in shares of Eli Lilly and Company by 342.9% during the fourth quarter. E Fund Management Hong Kong Co. Ltd. now owns 31 shares of the company's stock valued at $32,000 after purchasing an additional 24 shares during the period. 82.53% of the stock is owned by hedge funds and other institutional investors.

Eli Lilly and Company News Summary

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

• Positive Sentiment: Lilly’s latest quarter showed standout fundamentals, with revenue up 55.5% year over year to $19.80 billion and full-year guidance raised to $82 billion-$85 billion, reinforcing the company’s leadership in GLP-1 drugs like Mounjaro. Prediction: Eli Lilly Will Trade at $1,200 on This Date
• Positive Sentiment: Analysts and market commentators remain bullish, citing Lilly’s rapid earnings growth, heavy manufacturing investment, and ongoing leadership in obesity and diabetes treatments as reasons the stock could keep climbing. Under Dave Ricks, Lilly Is Minting Money on GLP-1 Drugs and Spending It Wisely
• Positive Sentiment: New collaborations around Lilly TuneLab, including partnerships with Charles River and Chai Discovery, expand the company’s AI-driven drug discovery ecosystem and could support longer-term pipeline productivity. Chai Discovery Collaborates with Lilly TuneLab to Offer AI Capabilities to Select Biotechs
• Neutral Sentiment: Several articles highlighted ongoing pipeline progress, including completion of trials for retatrutide and mevidalen, which are worth watching but did not include definitive late-stage results. Retatrutide Trial Completion Signals Next Step for Eli Lilly’s Diabetes Pipeline
• Neutral Sentiment: Some commentary framed Lilly as still undervalued relative to its growth narrative and pointed to AI-driven healthcare as another possible upside theme, but these pieces were largely opinion-based rather than new company-specific catalysts. Eli Lilly (LLY) Stock Could Be 24.7% Undervalued on Its Growth Narrative
• Negative Sentiment: LLY also saw a short-term pullback in the prior session, showing that even with strong fundamentals, investors have been taking some profits after the stock’s big run. Eli Lilly (LLY) Stock Sinks As Market Gains: What You Should Know
• Negative Sentiment: A report that Lilly has begun denying some 340B discounts could create friction with healthcare buyers and adds a potential reimbursement-related overhang. Eli Lilly begins denying 340B discounts

Analyst Upgrades and Downgrades

Several research analysts have recently weighed in on the stock. Royal Bank Of Canada restated an "outperform" rating on shares of Eli Lilly and Company in a research note on Thursday, May 21st. HSBC downgraded shares of Eli Lilly and Company from a "hold" rating to a "reduce" rating and dropped their price target for the stock from $1,070.00 to $850.00 in a research note on Tuesday, March 17th. Morgan Stanley reiterated an "overweight" rating on shares of Eli Lilly and Company in a report on Friday, June 5th. The Goldman Sachs Group restated a "buy" rating and set a $1,283.00 target price on shares of Eli Lilly and Company in a research note on Friday, May 22nd. Finally, Sanford C. Bernstein reaffirmed an "outperform" rating on shares of Eli Lilly and Company in a research report on Monday, June 8th. 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 issued a Sell rating to the company's stock. According to data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and a consensus target price of $1,227.74.

Eli Lilly and Company Stock Up 0.0%

LLY stock opened at $1,098.78 on Monday. 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 firm has a 50 day simple moving average of $1,016.10 and a 200-day simple moving average of $1,017.13. The company has a market capitalization of $1.03 trillion, a P/E ratio of 39.03, a PEG ratio of 1.20 and a beta of 0.53. Eli Lilly and Company has a twelve month low of $623.78 and a twelve month high of $1,182.73.

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 (EPS) for the quarter, beating the consensus estimate of $6.97 by $1.58. The firm had revenue of $19.80 billion for the quarter, compared to analysts' expectations of $17.82 billion. Eli Lilly and Company had a net margin of 34.98% and a return on equity of 105.77%. The firm's quarterly revenue was up 55.5% on a year-over-year basis. During the same period in the prior year, the company posted $3.34 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. On average, equities research analysts predict that Eli Lilly and Company will post 35.8 earnings per share for the current fiscal year.

Eli Lilly and Company Dividend Announcement

The business also recently declared 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 dividend payout ratio (DPR) is presently 24.58%.

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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