Eli Lilly and Company $LLY Position Boosted by Mitsubishi UFJ Asset Management Co. Ltd.

Mitsubishi UFJ Asset Management Co. Ltd. raised its holdings in shares of Eli Lilly and Company (NYSE:LLY) by 5.9% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,751,276 shares of the company’s stock after acquiring an additional 97,106 shares during the quarter. Eli Lilly and Company makes up 1.3% of Mitsubishi UFJ Asset Management Co. Ltd.’s investment portfolio, making the stock its 12th largest holding. Mitsubishi UFJ Asset Management Co. Ltd.’s holdings in Eli Lilly and Company were worth $1,892,009,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently bought and sold shares of LLY. Brighton Jones LLC grew its stake in Eli Lilly and Company by 22.0% during the 4th quarter. Brighton Jones LLC now owns 9,597 shares of the company’s stock valued at $7,409,000 after acquiring an additional 1,730 shares in the last quarter. Revolve Wealth Partners LLC lifted its holdings in shares of Eli Lilly and Company by 2.8% during the 4th 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 last quarter. Schnieders Capital Management LLC. lifted its holdings in shares of Eli Lilly and Company by 16.7% during the 2nd 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 last quarter. Flow Traders U.S. LLC acquired a new stake in shares of Eli Lilly and Company during the 2nd quarter valued at about $356,000. Finally, Nebula Research & Development LLC acquired a new stake in shares of Eli Lilly and Company during the 2nd quarter valued at about $749,000. Hedge funds and other institutional investors own 82.53% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts have recently issued reports on LLY shares. TD Cowen lifted their price target on Eli Lilly and Company from $960.00 to $1,250.00 and gave the company a “buy” rating in a report on Thursday, January 29th. BMO Capital Markets reiterated an “outperform” rating and set a $1,300.00 price target on shares of Eli Lilly and Company in a report on Thursday, February 5th. Rothschild & Co Redburn lifted their price target on Eli Lilly and Company from $875.00 to $880.00 and gave the company a “neutral” rating in a report on Friday, April 10th. Loop Capital set a $1,200.00 price target on Eli Lilly and Company in a report on Tuesday, February 10th. Finally, Berenberg Bank lifted their price target on Eli Lilly and Company from $950.00 to $1,050.00 and gave the company a “hold” rating in a report on Thursday, February 19th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $1,217.59.

Key Headlines Impacting Eli Lilly and Company

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

• Positive Sentiment: Q1 beat-and-raise: Lilly reported a blowout Q1 (strong EPS and +56% revenue growth driven by Mounjaro/Zepbound/Foundayo) and raised guidance, a primary driver of recent positive sentiment. LLY Stock Pops 16% After Beat-and-Raise Q1: Buy, Hold or Take Profits?
• Positive Sentiment: Commercial momentum: Mounjaro became the world’s top‑selling drug in Q1 (multi‑billion sales) supporting revenue durability and margin expansion expectations. Eli Lilly Now Has the World’s Best-Selling Drug — But Does That Make the Stock a No-Brainer Buy?
• Positive Sentiment: Manufacturing buildout: Lilly committed another $4.5B to Indiana manufacturing (over $21B since 2020) to secure supply for APIs and genetic medicines — reduces production risk and supports volume growth. Lilly commits additional $4.5 billion across Indiana manufacturing sites
• Positive Sentiment: Clinical progress beyond obesity: New LUCENT-3 data for Omvoh (mirikizumab) showing durable disease clearance in ulcerative colitis supports pipeline diversification and long‑term growth. Eli Lilly Advances As Inflammatory Bowel Disease Drug Reinforces Long-Term Confidence
• Neutral Sentiment: Governance vote: Shareholders upheld the board and current governance structure at the May 4 annual meeting — removes near‑term activist/governance uncertainty. Eli Lilly Shareholders Back Board, Maintain Governance Structure
• Neutral Sentiment: Analyst tone: Several firms reiterated buy/strong‑buy views (Guggenheim; analysts highlight growth profile), which supports the bull case but also reflects already elevated expectations. Guggenheim Reiterates “Buy” Rating for Eli Lilly and Company (NYSE:LLY)
• Negative Sentiment: Competition and market share risk: Novo Nordisk’s strong pill data and raised guidance highlight intensifying competition (oral GLP‑1s and Wegovy momentum) that could pressure pricing and growth expectations for Lilly. Novo and Lilly gain on signs weight-loss pills could expand the market
• Negative Sentiment: Safety report & market reaction: An adverse event report involving hepatic failure tied to Foundayo prompted investor caution; Wolfe Research says the market reaction may be overdone, but the item still adds short‑term volatility. Wolfe Research Says Market Reaction on Eli Lilly (LLY) Foundayo Report Appears Overdone
• Negative Sentiment: Market chatter on financing: Reports that Lilly might sell bonds (~$8B) to fund deals introduced funding/strategy questions (company provided updates), creating short‑term investor unease. Update: Market Chatter: Eli Lilly Plans to Sell About $8 Billion of Bonds to Fund Acquisitions

Eli Lilly and Company Stock Down 1.2%

Shares of LLY stock opened at $974.82 on Friday. 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 cap of $918.03 billion, a PE ratio of 34.63, a price-to-earnings-growth ratio of 1.08 and a beta of 0.48. The stock has a 50 day moving average of $943.90 and a 200-day moving average of $990.90. The company has a quick ratio of 1.10, a current ratio of 1.50 and a debt-to-equity ratio of 1.26.

Eli Lilly and Company (NYSE:LLY) last issued its quarterly earnings results on Thursday, April 30th. The company reported $8.55 EPS for the quarter, topping analysts’ consensus estimates of $6.97 by $1.58. Eli Lilly and Company had a return on equity of 105.77% and a net margin of 34.98%.The company had revenue of $19.80 billion during the quarter, compared to analyst estimates of $17.82 billion. During the same period in the previous year, the company earned $3.34 earnings per share. The company’s quarterly 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. On average, equities analysts predict that Eli Lilly and Company will post 35.68 EPS for the current year.

Eli Lilly and Company Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, June 10th. Stockholders of record on Friday, May 15th will be issued a dividend of $1.73 per share. The ex-dividend date is Friday, May 15th. This represents a $6.92 dividend on an annualized basis and a dividend yield of 0.7%. Eli Lilly and Company’s payout ratio is 24.58%.

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.