Van Lanschot Kempen Investment Management N.V. increased its position in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 5.4% during the 4th quarter, Holdings Channel reports. The firm owned 50,998 shares of the company’s stock after purchasing an additional 2,626 shares during the quarter. Van Lanschot Kempen Investment Management N.V.’s holdings in Eli Lilly and Company were worth $54,807,000 as of its most recent SEC filing.
A number of other institutional investors have also added to or reduced their stakes in LLY. Norges Bank purchased a new position in shares of Eli Lilly and Company in the 4th quarter worth approximately $12,976,634,000. Capital Research Global Investors increased its position in shares of Eli Lilly and Company by 20.9% during the third quarter. Capital Research Global Investors now owns 25,088,371 shares of the company’s stock valued at $19,141,787,000 after acquiring an additional 4,332,008 shares during the last quarter. Vanguard Group Inc. lifted its holdings in Eli Lilly and Company by 1.2% during the fourth quarter. Vanguard Group Inc. now owns 81,965,974 shares of the company’s stock worth $88,087,193,000 after acquiring an additional 1,006,885 shares during the period. Amundi lifted its holdings in Eli Lilly and Company by 27.1% during the third quarter. Amundi now owns 4,525,902 shares of the company’s stock worth $3,823,977,000 after acquiring an additional 964,675 shares during the period. Finally, Jennison Associates LLC boosted its position in Eli Lilly and Company by 22.3% in the fourth quarter. Jennison Associates LLC now owns 5,133,676 shares of the company’s stock worth $5,517,059,000 after purchasing an additional 937,204 shares during the last quarter. 82.53% of the stock is 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: Analysts and research notes continue to turn more upbeat on Eli Lilly’s earnings outlook, with Erste Group lifting FY2026 and FY2027 EPS estimates and Goldman Sachs reiterating a buy rating on the back of an encouraging obesity-treatment pipeline. Goldman Sachs Maintains a Buy Rating on Eli Lilly (LLY), Cites Encouraging Obesity Treatment Pipeline
- Positive Sentiment: Eli Lilly’s strong growth story is still resonating with investors: recent coverage says the stock is in a buy zone, institutional funds are adding shares, and the company remains a leader in the GLP-1 obesity market after a big earnings beat and raised guidance. Eli Lilly Stock Hits Buy Zone As Earnings Soar 156%. Funds Are Loading Up.
- Positive Sentiment: The company also added a new growth angle by expanding its chronic pain pipeline, including new Phase 2 trials in osteoarthritis and chronic low back pain, which could broaden Lilly’s long-term revenue base beyond obesity and diabetes. Eli Lilly Expands Chronic Pain Pipeline With New Osteoarthritis Trial
- Positive Sentiment: FDA progress for Ebglyss, including an easier once-every-eight-weeks maintenance regimen, adds another commercial catalyst and supports Lilly’s push to diversify into dermatology. FDA Ebglyss Decision Adds New Thread To Eli Lilly Growth Story
- Neutral Sentiment: Lilly also unveiled an AI partnership with Abridge, aimed at speeding drug development, trial enrollment and research; that is strategically positive, but it is a longer-term story than a near-term earnings driver. Eli Lilly’s Abridge Bet Links Healthcare AI To Valuation And Growth
- Negative Sentiment: A key overhang is growing concern that some employers may reduce or drop coverage for GLP-1 weight-loss drugs in 2027, which could pressure demand and reimbursement for Lilly’s obesity franchise. Some US employers to drop coverage of GLP-1 obesity drugs in 2027 as use increases 2026-06-11
Eli Lilly and Company Stock Performance
Eli Lilly and Company (NYSE:LLY – Get Free Report) last posted its quarterly earnings results on Thursday, April 30th. The company reported $8.55 earnings per share for the quarter, topping the consensus estimate 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 the consensus estimate of $17.82 billion. During the same quarter in the prior year, the company earned $3.34 EPS. The firm’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 research analysts forecast that Eli Lilly and Company will post 35.8 EPS for the current year.
Eli Lilly and Company Announces Dividend
The firm also recently announced a quarterly dividend, which was paid on Wednesday, June 10th. Shareholders of record on Friday, May 15th were given 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 was Friday, May 15th. Eli Lilly and Company’s dividend payout ratio (DPR) is currently 24.58%.
Analyst Upgrades and Downgrades
Several equities research analysts have recently issued reports on LLY shares. Guggenheim reaffirmed a “buy” rating and set a $1,183.00 target price on shares of Eli Lilly and Company in a research report on Tuesday, May 5th. Wolfe Research reissued an “outperform” rating and issued a $1,350.00 price target on shares of Eli Lilly and Company in a report on Thursday, May 21st. Barclays increased their price target on shares of Eli Lilly and Company from $1,350.00 to $1,400.00 and gave the company an “overweight” rating in a research report on Monday, May 4th. Leerink Partners set a $1,119.00 price objective on shares of Eli Lilly and Company in a report on Tuesday, May 26th. Finally, Bank of America lifted their price objective on shares of Eli Lilly and Company from $1,133.00 to $1,251.00 and gave the stock a “buy” rating in a research report on Tuesday, May 26th. Two analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, four have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, Eli Lilly and Company presently has a consensus rating of “Moderate Buy” and a consensus target price of $1,227.74.
Read Our Latest Stock Analysis on LLY
Eli Lilly and Company 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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