United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund Reduces Position in Eli Lilly and Company $LLY

Key Points

• United Super Pty Ltd trimmed its Eli Lilly stake by 1.5% in the fourth quarter, selling 919 shares and ending with 59,424 shares valued at about $63.9 million.
• Eli Lilly reported strong quarterly results, with EPS of $8.55 beating expectations and revenue of $19.8 billion, up 55.5% year over year. The company also guided FY 2026 EPS to 35.5 to 37.0.
• The company declared a quarterly dividend of $1.73 per share, payable June 10, and its stock has drawn continued bullish analyst coverage, with an average price target of $1,227.

United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund cut its position in Eli Lilly and Company (NYSE:LLY - Free Report) by 1.5% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 59,424 shares of the company's stock after selling 919 shares during the period. Eli Lilly and Company accounts for 0.9% of United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund's investment portfolio, making the stock its 26th largest holding. United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund's holdings in Eli Lilly and Company were worth $63,862,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. 10Elms LLP grew its position in shares of Eli Lilly and Company by 33.3% in the 3rd quarter. 10Elms LLP now owns 40 shares of the company's stock valued at $31,000 after buying an additional 10 shares during the last quarter. M.E. Allison & CO. Inc. grew its position in shares of Eli Lilly and Company by 0.7% in the 4th quarter. M.E. Allison & CO. Inc. now owns 1,477 shares of the company's stock valued at $1,587,000 after buying an additional 10 shares during the last quarter. Tanager Wealth Management LLP grew its position in shares of Eli Lilly and Company by 2.6% in the 4th quarter. Tanager Wealth Management LLP now owns 395 shares of the company's stock valued at $424,000 after buying an additional 10 shares during the last quarter. Morey & Quinn Wealth Partners LLC grew its position in shares of Eli Lilly and Company by 1.5% in the 4th quarter. Morey & Quinn Wealth Partners LLC now owns 661 shares of the company's stock valued at $710,000 after buying an additional 10 shares during the last quarter. Finally, Wealthspan Partners LLC grew its position in shares of Eli Lilly and Company by 0.5% in the 4th quarter. Wealthspan Partners LLC now owns 2,110 shares of the company's stock valued at $2,268,000 after buying an additional 10 shares during the last quarter. 82.53% of the stock is owned by hedge funds and other institutional investors.

Eli Lilly and Company Stock Up 4.0%

LLY stock opened at $1,126.66 on Friday. Eli Lilly and Company has a one year low of $623.78 and a one year high of $1,149.10. The company has a debt-to-equity ratio of 1.26, a quick ratio of 1.10 and a current ratio of 1.50. The company has a fifty day moving average of $952.15 and a 200-day moving average of $1,009.10. The stock has a market capitalization of $1.06 trillion, a PE ratio of 40.02, a price-to-earnings-growth ratio of 1.18 and a beta of 0.48.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last issued its quarterly earnings results on Thursday, April 30th. The company reported $8.55 earnings per share (EPS) for the quarter, topping analysts' consensus estimates 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 business had revenue of $19.80 billion for the quarter, compared to analyst estimates of $17.82 billion. During the same period in the previous year, the business posted $3.34 earnings per share. The business's revenue 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. As a group, analysts expect that Eli Lilly and Company will post 35.8 EPS for the current year.

Eli Lilly and Company Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, June 10th. Stockholders of record on Friday, May 15th will be paid a dividend of $1.73 per share. This represents a $6.92 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date is Friday, May 15th. Eli Lilly and Company's payout ratio is 24.58%.

Trending Headlines about Eli Lilly and Company

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

• Positive Sentiment: CVS Caremark will restore coverage for Zepbound and begin covering Lilly’s new obesity pill Foundayo, meaning all three major U.S. pharmacy benefit managers now cover Lilly’s full obesity portfolio. That broadens access, supports prescription growth, and strengthens Lilly’s position in the fast-growing weight-loss market. Article Title
• Positive Sentiment: Lilly announced three vaccine acquisitions worth up to about $3.8 billion combined, signaling a strategic expansion beyond obesity and diabetes into infectious disease prevention. Investors may view the deal-making as a long-term growth move that diversifies the pipeline. Article Title
• Positive Sentiment: The company also highlighted strong clinical momentum, including new data for Foundayo, Mounjaro, and retatrutide ahead of the ADA conference. The late-stage results suggest Lilly could keep extending its lead in cardiometabolic care. Article Title
• Positive Sentiment: Several firms reiterated bullish views, including BofA raising its price target and Wolfe Research maintaining an Outperform rating. That reinforces the market’s confidence in Lilly’s earnings and pipeline growth. Article Title
• Neutral Sentiment: Lilly presented at Bernstein’s Strategic Decisions Conference and is set to appear at other healthcare conferences, which keeps attention on management’s outlook but is not, by itself, a major fundamental driver. Article Title
• Negative Sentiment: Some commentary warned that Lilly’s valuation is rich and that Novo Nordisk could still be a strong competitor in the obesity-pill market. That may limit upside if investors become more cautious about how much growth is already priced in. Article Title

Analyst Upgrades and Downgrades

A number of research analysts recently commented on LLY shares. Wolfe Research reaffirmed an "outperform" rating and issued a $1,350.00 target price on shares of Eli Lilly and Company in a research report on Thursday, May 21st. Sanford C. Bernstein reaffirmed an "outperform" rating on shares of Eli Lilly and Company in a research report on Tuesday, March 10th. Bank of America increased their target price on shares of Eli Lilly and Company from $1,133.00 to $1,251.00 and gave the company a "buy" rating in a research report on Tuesday. The Goldman Sachs Group reaffirmed a "buy" rating and issued a $1,283.00 target price on shares of Eli Lilly and Company in a research report on Friday, May 22nd. Finally, BMO Capital Markets reaffirmed an "outperform" rating and issued a $1,300.00 target price on shares of Eli Lilly and Company in a research report on Thursday, February 5th. Two analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, four have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, Eli Lilly and Company has an average rating of "Moderate Buy" and an average price target of $1,227.00.

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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