AustralianSuper Pty Ltd Purchases 26,020 Shares of Eli Lilly and Company $LLY

AustralianSuper Pty Ltd raised its stake in shares of Eli Lilly and Company (NYSE:LLY) by 132.7% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 45,633 shares of the company’s stock after purchasing an additional 26,020 shares during the period. AustralianSuper Pty Ltd’s holdings in Eli Lilly and Company were worth $34,818,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also recently modified their holdings of LLY. Sumitomo Mitsui Financial Group Inc. bought a new stake in Eli Lilly and Company in the second quarter worth $27,000. Evolution Wealth Management Inc. bought a new stake in shares of Eli Lilly and Company in the 2nd quarter worth about $29,000. Steph & Co. boosted its stake in shares of Eli Lilly and Company by 290.0% during the 3rd quarter. Steph & Co. now owns 39 shares of the company’s stock worth $30,000 after purchasing an additional 29 shares during the period. Financial Gravity Companies Inc. bought a new position in Eli Lilly and Company during the 2nd quarter valued at about $31,000. Finally, Bare Financial Services Inc raised its position in Eli Lilly and Company by 263.6% in the 2nd quarter. Bare Financial Services Inc now owns 40 shares of the company’s stock worth $31,000 after purchasing an additional 29 shares during the period. Hedge funds and other institutional investors own 82.53% of the company’s stock.

Eli Lilly and Company News Roundup

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

• Positive Sentiment: Large AI and oncology upside — company coverage highlights a ~$1B collaboration with Nvidia to accelerate drug discovery and an expanded oncology pipeline (including recent regulatory advances) that could fuel 2026 revenue and pipeline value. Eli Lilly (LLY) Oncology Pipeline and $1B Nvidia (NVDA) AI Partnership Signal Strong 2026 Growth
• Positive Sentiment: Major gene‑editing collaboration — Lilly signed a deal worth up to ~$1.12B with Seamless Therapeutics to develop programmable recombinase therapies for hearing loss, expanding durable‑therapy optionality on its R&D roadmap. Eli Lilly signs up to $1.12 billion deal with private gene-editing firm Seamless
• Positive Sentiment: Strong earnings track record — multiple Zacks pieces flag Lilly’s history of earnings beats and Wall Street expectations for EPS growth ahead of the next report, supporting potential near‑term upside on another beat. Will Lilly (LLY) Beat Estimates Again in Its Next Earnings Report?
• Neutral Sentiment: Investor narratives and bullish research — several analyst and bull‑case writeups point to LLY as a long‑term growth name (GLP‑1 leadership, oncology, AI), which supports a buy thesis but is dependent on execution. Eli Lilly and Company (LLY): A Bull Case Theory 
• Neutral Sentiment: Stock is a market focus heading into results — trending coverage and investor interest mean LLY may be more volatile around catalysts (earnings, pipeline readouts). Eli Lilly (LLY) Reports Next Week: Wall Street Expects Earnings Growth
• Negative Sentiment: Intense GLP‑1 competition — data show Novo Nordisk more than doubled U.S. ad spend versus Lilly for Wegovy/Ozempic vs Lilly’s GLP‑1s, implying potential market‑share pressure and the need for higher marketing investment. Exclusive: Novo’s Wegovy and Ozempic US advertising spend doubles rival Eli Lilly, data shows
• Negative Sentiment: Drug‑pricing and policy risk — Medicare named several Lilly drugs (including Verzenio) for upcoming price negotiations, which could compress pricing on selected products. US Medicare names Eli Lilly, Pfizer and AbbVie drugs for next Medicare price talks
• Negative Sentiment: Regulatory/operational pushback — hospital groups are contesting a new Lilly 340B claims‑data policy, a dispute that could lead to reputational, contractual or policy‑level headwinds. AHA urges HRSA to stop Eli Lilly’s 340B claims-data submission policy from going into effect
• Negative Sentiment: Immediate market reaction mixed — some coverage notes LLY shares fell even after the gene‑editing announcement, suggesting investors are focusing on near‑term risks (competition, pricing) over long‑term deals. Eli Lilly Stock Drops even after Signing Major $1.1 Billion Gene-Editing Partnership

Eli Lilly and Company Trading Down 1.5%

NYSE LLY opened at $1,024.14 on Thursday. Eli Lilly and Company has a 1 year low of $623.78 and a 1 year high of $1,133.95. The company has a debt-to-equity ratio of 1.71, a current ratio of 1.55 and a quick ratio of 1.24. The company has a market capitalization of $968.20 billion, a PE ratio of 50.10, a P/E/G ratio of 0.79 and a beta of 0.35. The company has a fifty day moving average of $1,057.65 and a 200 day moving average of $886.06.

Eli Lilly and Company (NYSE:LLY) last issued its quarterly earnings data on Thursday, October 30th. The company reported $7.02 EPS for the quarter, topping analysts’ consensus estimates of $6.42 by $0.60. Eli Lilly and Company had a net margin of 30.99% and a return on equity of 109.52%. The business had revenue of $17.60 billion for the quarter, compared to analysts’ expectations of $16.09 billion. During the same quarter last year, the company earned $1.18 EPS. The business’s revenue was up 53.9% on a year-over-year basis. Research analysts forecast 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 given a dividend of $1.73 per share. This is a positive change from Eli Lilly and Company’s previous quarterly dividend of $1.50. The ex-dividend date is Friday, February 13th. 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 29.35%.

Wall Street Analyst Weigh In

Several research analysts have issued reports on LLY shares. Weiss Ratings restated a “buy (b-)” rating on shares of Eli Lilly and Company in a research report on Monday, December 22nd. National Bankshares set a $1,286.00 price objective on Eli Lilly and Company in a report on Monday, December 1st. Wall Street Zen upgraded Eli Lilly and Company from a “buy” rating to a “strong-buy” rating in a research note on Saturday, November 1st. Scotiabank initiated coverage on Eli Lilly and Company in a research report on Thursday, November 13th. They set a “sector outperform” rating and a $1,165.00 target price for the company. Finally, Jefferies Financial Group upped their price target on shares of Eli Lilly and Company from $976.00 to $1,300.00 and gave the stock a “buy” rating in a report on Thursday, January 8th. Four equities research analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating and four have given a Hold rating to the company. According to MarketBeat, Eli Lilly and Company has a consensus rating of “Buy” and a consensus price target of $1,173.91.

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.