Sumitomo Mitsui Trust Group Inc. Sells 102,900 Shares of Eli Lilly and Company $LLY

Key Points

• Sumitomo Mitsui Trust Group sold 102,900 shares of Eli Lilly in Q4 (a 5.3% trim), leaving it with 1,856,132 shares valued at about $1.995 billion — roughly 0.20% of LLY and the firm's 11th-largest holding (1.2% of its portfolio).
• Eli Lilly beat quarterly estimates (EPS $7.54 vs. $7.48; revenue $19.29B vs. $17.85B, up 42.6% YoY), set FY2026 guidance of 33.50–35.00 EPS, and has a consensus analyst rating of "Moderate Buy" with an average target of $1,224.59.
• Key catalysts include strong demand for Lilly’s obesity pill, the acquisition of CrossBridge Bio, and licensing of its TuneLab AI platform, but competitive risk is rising from rivals like Novo Nordisk partnering with OpenAI.

Sumitomo Mitsui Trust Group Inc. trimmed its holdings in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 5.3% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 1,856,132 shares of the company's stock after selling 102,900 shares during the quarter. Eli Lilly and Company makes up approximately 1.2% of Sumitomo Mitsui Trust Group Inc.'s investment portfolio, making the stock its 11th biggest holding. Sumitomo Mitsui Trust Group Inc. owned about 0.20% of Eli Lilly and Company worth $1,994,748,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of LLY. Brighton Jones LLC increased its holdings in Eli Lilly and Company by 22.0% during the fourth quarter. Brighton Jones LLC now owns 9,597 shares of the company's stock valued at $7,409,000 after buying an additional 1,730 shares during the period. Revolve Wealth Partners LLC increased its holdings in Eli Lilly and Company by 2.8% during the fourth quarter. Revolve Wealth Partners LLC now owns 1,471 shares of the company's stock valued at $1,136,000 after buying an additional 40 shares during the period. Schnieders Capital Management LLC. increased its holdings in Eli Lilly and Company by 16.7% during the second quarter. Schnieders Capital Management LLC. now owns 7,993 shares of the company's stock valued at $6,231,000 after buying an additional 1,141 shares during the period. Flow Traders U.S. LLC purchased a new position in Eli Lilly and Company during the second quarter valued at approximately $356,000. Finally, Nebula Research & Development LLC purchased a new position in Eli Lilly and Company during the second quarter valued at approximately $749,000. 82.53% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several brokerages recently issued reports on LLY. Weiss Ratings reissued a "buy (b)" rating on shares of Eli Lilly and Company in a report on Friday, March 27th. Freedom Capital raised shares of Eli Lilly and Company from a "hold" rating to a "strong-buy" rating in a report on Tuesday, February 10th. The Goldman Sachs Group set a $1,260.00 price target on shares of Eli Lilly and Company in a report on Thursday, February 5th. HSBC lowered shares of Eli Lilly and Company from a "hold" rating to a "reduce" rating and cut their price target for the stock from $1,070.00 to $850.00 in a report on Tuesday, March 17th. Finally, Deutsche Bank Aktiengesellschaft reaffirmed a "buy" rating and issued a $1,285.00 price target on shares of Eli Lilly and Company in a report on Friday, March 6th. Two analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and a consensus target price of $1,224.59.

Eli Lilly and Company Price Performance

NYSE LLY opened at $905.73 on Thursday. The firm's fifty day simple moving average is $976.09 and its two-hundred day simple moving average is $979.89. The company has a current ratio of 1.58, a quick ratio of 1.19 and a debt-to-equity ratio of 1.54. Eli Lilly and Company has a 12-month low of $623.78 and a 12-month high of $1,133.95. The firm has a market capitalization of $855.75 billion, a P/E ratio of 39.47, a P/E/G ratio of 1.07 and a beta of 0.51.

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

Key Headlines Impacting Eli Lilly and Company

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

• Positive Sentiment: Lilly received another buy rating tied to its newly launched obesity pill, which analysts expect to be a global bestseller — this supports revenue upside from weight‑loss therapies. Eli Lilly Stock (LLY) Gets Another Buy Rating as Its Obesity Pill Hits the Market
• Positive Sentiment: Lilly agreed to acquire CrossBridge Bio for up to $300M, adding preclinical ADC technology to bolster oncology pipeline optionality and long‑term growth prospects. Lilly to acquire CrossBridge Bio for up to $300m
• Positive Sentiment: Distribution and access expand as digital care platform Shed adds Foundayo™ (Lilly’s oral GLP‑1 for weight management), which can help broaden patient uptake beyond specialty clinics. Shed Adds Foundayo™ to Its Platform, Expanding Oral GLP-1 Access for Patients Nationwide
• Positive Sentiment: Lilly is licensing its TuneLab AI platform to partners (e.g., Vasa Therapeutics), highlighting additional revenue streams and R&D leverage from proprietary AI tools. Vasa Therapeutics Partners with Lilly TuneLab to Power AI/ML-Driven CAMKII Inhibitor Platform
• Neutral Sentiment: Macro/valuation commentary remains mixed — some bullish, long‑term price targets (e.g., Forbes piece on LLY to $2,000) reflect confidence in blockbuster drugs but are speculative. LLY Stock To $2,000?
• Neutral Sentiment: Market reports note the stock is down today despite broader market gains — a short‑term price action update for traders. Eli Lilly (LLY) Stock Sinks As Market Gains: What You Should Know
• Negative Sentiment: Competitive risk is rising: Novo Nordisk’s new partnership with OpenAI to accelerate drug discovery reinforces its capability to close gaps in the weight‑loss market and may pressure Lilly’s market share and investor sentiment. NVO Inks Deal With OpenAI for Speedy Drug Discovery Globally, Stock Up

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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