ING Groep NV Buys 132,234 Shares of Eli Lilly and Company $LLY

ING Groep NV lifted its stake in Eli Lilly and Company (NYSE:LLY) by 419.9% during the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 163,723 shares of the company’s stock after buying an additional 132,234 shares during the quarter. Eli Lilly and Company makes up about 0.7% of ING Groep NV’s investment portfolio, making the stock its 29th largest position. ING Groep NV’s holdings in Eli Lilly and Company were worth $124,921,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also recently modified their holdings of LLY. Laurel Wealth Advisors LLC grew its position in shares of Eli Lilly and Company by 78,621.2% during the second quarter. Laurel Wealth Advisors LLC now owns 11,552,336 shares of the company’s stock valued at $9,005,392,000 after purchasing an additional 11,537,661 shares in the last quarter. Norges Bank purchased a new stake in shares of Eli Lilly and Company in the second quarter worth about $8,827,714,000. Vanguard Group Inc. boosted its stake in Eli Lilly and Company by 1.5% during the second quarter. Vanguard Group Inc. now owns 80,407,430 shares of the company’s stock valued at $62,680,004,000 after buying an additional 1,183,038 shares during the last quarter. Franklin Resources Inc. boosted its stake in Eli Lilly and Company by 13.4% during the second quarter. Franklin Resources Inc. now owns 4,766,865 shares of the company’s stock valued at $3,715,913,000 after buying an additional 564,736 shares during the last quarter. Finally, Canada Pension Plan Investment Board grew its holdings in Eli Lilly and Company by 87.2% during the 2nd quarter. Canada Pension Plan Investment Board now owns 1,152,281 shares of the company’s stock valued at $898,238,000 after buying an additional 536,679 shares in the last quarter. Institutional investors own 82.53% of the company’s stock.

Trending Headlines about Eli Lilly and Company

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

• Positive Sentiment: Lilly agreed to acquire Orna Therapeutics for up to $2.4 billion to add in vivo CAR‑T and circular RNA capabilities — a long‑term bet to broaden genetic‑medicine and cell‑therapy exposure. Lilly to acquire Orna Therapeutics to advance cell therapies
• Positive Sentiment: Lilly moved eloralintide (LY3841136) into Phase 3 for obesity, extending its leadership in weight‑loss therapeutics and potential longer‑term revenue streams beyond current GLP‑1s. Lilly Advances Eloralintide Into Phase 3, Expanding Its Obesity Drug Ambitions
• Positive Sentiment: Solbinsiran advanced in a Phase 2 study targeting high‑risk cholesterol patients, strengthening Lilly’s cardiovascular pipeline outside diabetes/obesity. Eli Lilly’s Solbinsiran Trial Advances in High-Risk Cholesterol Market
• Positive Sentiment: Strong 2025 results and 2026 guidance underpin optimism: Lilly reported large revenue and EPS growth driven by GLP‑1 sales, and analysts forecast continued double‑digit revenue and earnings expansion next year. Eli Lilly’s 2025 Surge Sets the Stage for Another Big Year in 2026
• Neutral Sentiment: Lilly expanded a large strategic collaboration with Innovent Biologics (multi‑billion potential), increasing global oncology/immunology reach but with milestone‑contingent upside. Eli Lilly Enters $8.5 Billion Strategic Collaboration with Innovent Biologics and Acquires Orna Therapeutics
• Neutral Sentiment: Deutsche Bank raised its price target on LLY, signaling continued analyst confidence, but lofty targets may already reflect much of the upside. Benzinga
• Negative Sentiment: Revenue concentration risk: over 60% of recent sales still come from GLP‑1 drugs (Mounjaro, Zepbound), leaving the stock sensitive to competitive dynamics, pricing and policy risk. Over 60% of Eli Lilly’s Revenue Comes From Its GLP-1 Drugs. Should Investors Be Worried?
• Negative Sentiment: Some shareholders trimmed positions (e.g., Bristol Gate Capital), and after the recent triple‑digit run, profit‑taking and rotation into other names likely pressure the share price in the near term. Bristol Gate Capital Partners Trims Eli Lilly Stake

Eli Lilly and Company Trading Down 1.9%

LLY stock opened at $1,025.06 on Wednesday. Eli Lilly and Company has a twelve month low of $623.78 and a twelve month high of $1,133.95. The stock has a market capitalization of $969.08 billion, a price-to-earnings ratio of 44.66, a price-to-earnings-growth ratio of 0.90 and a beta of 0.39. The company has a quick ratio of 1.24, a current ratio of 1.55 and a debt-to-equity ratio of 1.71. The firm’s fifty day simple moving average is $1,051.59 and its two-hundred day simple moving average is $902.97.

Eli Lilly and Company (NYSE:LLY) last released its 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 firm had revenue of $19.29 billion during 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 112.50%. The business’s revenue was up 42.6% on a year-over-year basis. During the same quarter last year, the business earned $5.32 EPS. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. As a group, analysts anticipate that Eli Lilly and Company will post 23.48 earnings per share for the current year.

Eli Lilly and Company Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Friday, February 13th will be paid a dividend of $1.73 per share. This is a positive change from Eli Lilly and Company’s previous quarterly dividend of $1.50. This represents a $6.92 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date of this dividend is Friday, February 13th. Eli Lilly and Company’s payout ratio is currently 30.15%.

Wall Street Analyst Weigh In

LLY has been the topic of several recent research reports. HSBC reaffirmed a “hold” rating and set a $1,070.00 price objective on shares of Eli Lilly and Company in a report on Wednesday, December 10th. Rothschild & Co Redburn boosted their price target on shares of Eli Lilly and Company from $775.00 to $830.00 and gave the stock a “neutral” rating in a research report on Monday, January 26th. Erste Group Bank raised shares of Eli Lilly and Company from a “hold” rating to a “buy” rating in a research note on Tuesday, October 14th. BMO Capital Markets reiterated an “outperform” rating and set a $1,300.00 price objective on shares of Eli Lilly and Company in a research report on Thursday, February 5th. Finally, Wolfe Research boosted their target price on shares of Eli Lilly and Company from $1,050.00 to $1,250.00 and gave the stock an “outperform” rating in a report on Wednesday, December 3rd. Two research analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating and five have given a Hold rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $1,217.71.

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.