Triodos Investment Management BV Takes Position in Eli Lilly and Company $LLY

Triodos Investment Management BV acquired a new stake in shares of Eli Lilly and Company (NYSE:LLY) during the 4th quarter, according to its most recent 13F filing with the SEC. The firm acquired 22,480 shares of the company’s stock, valued at approximately $24,273,000. Eli Lilly and Company accounts for about 1.8% of Triodos Investment Management BV’s investment portfolio, making the stock its 26th largest position.

Several other institutional investors and hedge funds have also recently modified their holdings of LLY. Norges Bank bought a new stake in shares of Eli Lilly and Company during the 4th quarter valued at $12,976,634,000. Capital Research Global Investors raised its position in shares of Eli Lilly and Company by 20.9% during the 3rd quarter. Capital Research Global Investors now owns 25,088,371 shares of the company’s stock valued at $19,141,787,000 after purchasing an additional 4,332,008 shares during the period. Vanguard Group Inc. raised its position in shares of Eli Lilly and Company by 1.2% during the 4th quarter. Vanguard Group Inc. now owns 81,965,974 shares of the company’s stock valued at $88,087,193,000 after purchasing an additional 1,006,885 shares during the period. Amundi raised its position in shares of Eli Lilly and Company by 27.1% during the 3rd quarter. Amundi now owns 4,525,902 shares of the company’s stock valued at $3,823,977,000 after purchasing an additional 964,675 shares during the period. Finally, Jennison Associates LLC raised its position in shares of Eli Lilly and Company by 22.3% during the 4th quarter. Jennison Associates LLC now owns 5,133,676 shares of the company’s stock valued at $5,517,059,000 after purchasing an additional 937,204 shares during the period. 82.53% of the stock is currently owned by institutional investors.

Trending Headlines about Eli Lilly and Company

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

• Positive Sentiment: CVS Caremark is restoring coverage for Zepbound and adding Foundayo to drug plans, meaning all three major PBMs now cover Lilly’s full obesity portfolio. That should expand access for millions of patients and strengthen Lilly’s market share versus Novo Nordisk. Article Title
• Positive Sentiment: Reuters also reported that Mounjaro outperformed other GLP-1 drugs in some type 2 diabetes patients, reinforcing Lilly’s competitive edge in the diabetes and obesity markets. Article Title
• Positive Sentiment: Wall Street is also reacting to Lilly’s broader pipeline momentum, including positive Phase 1b data for Verve-102 and progress in olomorasib, which supports the view that Lilly is more than just a weight-loss story. Article Title
• Positive Sentiment: Lilly announced a major push into vaccines, including the planned acquisition of Curevo Vaccine for $1.5 billion and other vaccine-developer deals, signaling a new long-term growth avenue outside cardiometabolic care. Article Title
• Positive Sentiment: Analyst and media coverage has been upbeat, with commentary highlighting Lilly’s “brilliant management,” record valuation, and strong pipeline, which can help sustain momentum in the stock. Article Title

Analyst Upgrades and Downgrades

Several analysts have recently commented on the stock. Zacks Research downgraded shares of Eli Lilly and Company from a “strong-buy” rating to a “hold” rating in a research report on Friday, January 30th. Freedom Capital raised shares of Eli Lilly and Company from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, February 10th. Morgan Stanley reiterated an “overweight” rating and issued a $1,344.00 price target on shares of Eli Lilly and Company in a report on Friday, May 1st. Berenberg Bank boosted their price target on shares of Eli Lilly and Company from $950.00 to $1,050.00 and gave the stock a “hold” rating in a research note on Thursday, February 19th. Finally, Truist Financial reiterated a “buy” rating on shares of Eli Lilly and Company in a research note on Monday, February 23rd. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $1,227.00.

Eli Lilly and Company Stock Performance

Shares of NYSE:LLY opened at $1,105.37 on Friday. Eli Lilly and Company has a 52 week low of $623.78 and a 52 week high of $1,149.10. The stock has a market capitalization of $1.04 trillion, a P/E ratio of 39.27, a PEG ratio of 1.23 and a beta of 0.48. The firm has a fifty day simple moving average of $955.92 and a two-hundred day simple moving average of $1,009.78. 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 data 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 net margin of 34.98% and a return on equity of 105.77%. The business had revenue of $19.80 billion during the quarter, compared to analysts’ expectations of $17.82 billion. During the same period last year, the company posted $3.34 EPS. The business’s revenue was up 55.5% on a year-over-year basis. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. On average, analysts expect that Eli Lilly and Company will post 35.8 earnings per share for the current fiscal year.

Eli Lilly and Company Dividend Announcement

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