UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Has $8.65 Billion Stock Holdings in Eli Lilly and Company $LLY

Key Points

• UBS Asset Management increased its Eli Lilly stake by 1.9% in the second quarter, holding 7.21 million shares worth approximately $8.65 billion. Institutional investors and hedge funds collectively own 82.53% of the company.
• Eli Lilly exceeded quarterly earnings expectations, reporting $8.38 in EPS versus the $6.40 consensus and revenue of $22.97 billion, up 47.7% year over year. The company provided fiscal 2026 EPS guidance of $35.50–$36.50.
• Analysts remain broadly bullish on LLY, with a “Moderate Buy” consensus rating and an average price target of $1,292.18. Lilly also declared a quarterly dividend of $1.73 per share, representing a 0.6% yield.

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its stake in Eli Lilly and Company (NYSE:LLY - Free Report) by 1.9% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 7,209,385 shares of the company's stock after acquiring an additional 137,364 shares during the period. Eli Lilly and Company accounts for approximately 1.6% of UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC's holdings, making the stock its 10th largest position. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC owned approximately 0.77% of Eli Lilly and Company worth $8,647,153,000 as of its most recent SEC filing.

A number of other institutional investors have also added to or reduced their stakes in the company. BlackRock Inc. grew its position in shares of Eli Lilly and Company by 1.6% in the 2nd quarter. BlackRock Inc. now owns 67,540,400 shares of the company's stock valued at $81,009,981,000 after acquiring an additional 1,046,558 shares during the period. State Street Corp grew its holdings in Eli Lilly and Company by 1.8% during the fourth quarter. State Street Corp now owns 35,361,916 shares of the company's stock worth $38,002,744,000 after purchasing an additional 635,358 shares during the period. Morgan Stanley grew its holdings in Eli Lilly and Company by 2.7% during the fourth quarter. Morgan Stanley now owns 15,593,019 shares of the company's stock worth $16,757,510,000 after purchasing an additional 407,166 shares during the period. Capital World Investors increased its position in Eli Lilly and Company by 0.4% during the fourth quarter. Capital World Investors now owns 15,031,750 shares of the company's stock worth $16,154,619,000 after buying an additional 61,851 shares during the last quarter. Finally, Price T Rowe Associates Inc. MD raised its stake in Eli Lilly and Company by 10.6% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 14,910,505 shares of the company's stock valued at $16,024,022,000 after buying an additional 1,432,069 shares during the period. 82.53% of the stock is currently owned by institutional investors and hedge funds.

Eli Lilly and Company Trading Up 0.1%

Shares of Eli Lilly and Company stock opened at $1,160.98 on Friday. The company has a debt-to-equity ratio of 1.41, a quick ratio of 1.00 and a current ratio of 1.35. The firm has a 50-day moving average of $1,192.90 and a 200-day moving average of $1,069.12. Eli Lilly and Company has a 52-week low of $712.05 and a 52-week high of $1,292.65. The stock has a market cap of $1.09 trillion, a PE ratio of 38.96, a PEG ratio of 1.44 and a beta of 0.50.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last released its quarterly earnings results on Wednesday, August 5th. The company reported $8.38 EPS for the quarter, topping analysts' consensus estimates of $6.40 by $1.98. The business had revenue of $22.97 billion for the quarter, compared to analyst estimates of $20.82 billion. Eli Lilly and Company had a net margin of 33.53% and a return on equity of 97.83%. Eli Lilly and Company's revenue for the quarter was up 47.7% compared to the same quarter last year. During the same period last year, the firm earned $6.31 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. As a group, sell-side analysts forecast that Eli Lilly and Company will post 36.35 EPS for the current year.

Eli Lilly and Company Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Friday, August 14th will be paid a dividend of $1.73 per share. This represents a $6.92 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date is Friday, August 14th. Eli Lilly and Company's dividend payout ratio (DPR) is 23.22%.

Wall Street Analysts Forecast Growth

A number of analysts have recently issued reports on LLY shares. Citigroup raised their price objective on Eli Lilly and Company from $1,500.00 to $1,600.00 and gave the company a "buy" rating in a research report on Wednesday, July 15th. JPMorgan Chase & Co. boosted their target price on Eli Lilly and Company from $1,300.00 to $1,400.00 and gave the stock an "overweight" rating in a report on Tuesday, July 7th. BMO Capital Markets upgraded Eli Lilly and Company from an "outperform" rating to a "buy" rating in a research note on Tuesday. The Goldman Sachs Group reaffirmed a "buy" rating and set a $1,283.00 price objective on shares of Eli Lilly and Company in a research report on Friday, May 22nd. Finally, Leerink Partners upped their price objective on shares of Eli Lilly and Company from $1,119.00 to $1,232.00 and gave the company an "outperform" rating in a report on Thursday, June 25th. One research analyst has rated the stock with a Strong Buy rating, twenty-four have given a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company currently has an average rating of "Moderate Buy" and a consensus target price of $1,292.18.

Insider Buying and Selling

In related news, EVP Anat Hakim sold 5,000 shares of the business's stock in a transaction dated Friday, August 7th. The stock was sold at an average price of $1,190.00, for a total value of $5,950,000.00. Following the completion of the transaction, the executive vice president owned 11,875 shares of the company's stock, valued at $14,131,250. The trade was a 29.63% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Patrik Jonsson sold 6,500 shares of the business's stock in a transaction that occurred on Monday, August 17th. The shares were sold at an average price of $1,175.10, for a total transaction of $7,638,150.00. Following the completion of the transaction, the executive vice president owned 54,147 shares of the company's stock, valued at $63,628,139.70. The trade was a 10.72% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have sold 13,500 shares of company stock worth $15,958,170. Company insiders own 0.14% of the company's stock.

Eli Lilly and Company News Summary

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

• Positive Sentiment: Merida acquisition broadens Lilly beyond GLP-1 drugs. Lilly agreed to acquire Merida Biosciences for up to $2.875 billion, adding a platform designed to selectively degrade disease-causing autoantibodies while preserving normal immune function. The deal provides an early-stage pipeline in autoimmune and allergy diseases and represents Lilly’s 10th transaction of 2026, reinforcing management’s effort to diversify its growth drivers. What Does Eli Lilly Gain From Its $2.88 Billion Immunology Deal?
• Positive Sentiment: Clinical and business-development momentum remains favorable. Lilly highlighted its Phase 1 inflammation candidate LY5625575, while its Centessa subsidiary reached a late-stage development milestone for an orexin receptor 2 agonist program. The milestone triggers an $8.6 million payment to partner Nxera Pharma and signals continued progress in Lilly’s broader pipeline. Eli Lilly’s New Phase 1 Inflammation Drug LY5625575 Enters the Spotlight
• Positive Sentiment: Mounjaro expansion into Africa creates a long-term opportunity. Lilly’s partnership with Aspen Pharmacare is initially expected to represent only about 1.25% of quarterly sales, but the launch could establish distribution and market access for Mounjaro across additional African markets. The near-term revenue contribution is small, while the strategic expansion potential is larger. Lilly’s African Mounjaro Push Starts at 1.25% of Quarterly Sales
• Neutral Sentiment: Valuation and execution remain key considerations. Recent coverage points to sustained GLP-1 momentum and Lilly’s strong latest quarter, but the stock trades at a premium valuation. The Merida deal and several early-stage programs could create future growth, although they will require successful clinical development and commercialization.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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