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

AustralianSuper Pty Ltd increased its position in shares of Eli Lilly and Company (NYSE:LLY) by 132.7% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund 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.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Richard C. Young & CO. LTD. bought a new position in shares of Eli Lilly and Company during the third quarter worth approximately $13,875,000. Fox Hill Wealth Management grew its position in Eli Lilly and Company by 2.1% during the third quarter. Fox Hill Wealth Management now owns 9,448 shares of the company’s stock worth $7,209,000 after buying an additional 191 shares in the last quarter. Claro Advisors LLC increased its stake in Eli Lilly and Company by 6.9% during the 3rd quarter. Claro Advisors LLC now owns 3,078 shares of the company’s stock worth $2,349,000 after acquiring an additional 200 shares during the period. eCIO Inc. increased its stake in Eli Lilly and Company by 5.9% during the 3rd quarter. eCIO Inc. now owns 938 shares of the company’s stock worth $716,000 after acquiring an additional 52 shares during the period. Finally, Teachers Retirement System of The State of Kentucky raised its holdings in Eli Lilly and Company by 3.5% in the 3rd quarter. Teachers Retirement System of The State of Kentucky now owns 165,165 shares of the company’s stock valued at $126,022,000 after acquiring an additional 5,595 shares in the last quarter. 82.53% of the stock is owned by institutional investors and hedge funds.

Eli Lilly and Company Trading Down 1.0%

LLY opened at $1,007.37 on Wednesday. The company has a debt-to-equity ratio of 1.54, a current ratio of 1.58 and a quick ratio of 1.19. Eli Lilly and Company has a fifty-two week low of $623.78 and a fifty-two week high of $1,133.95. The company’s 50 day moving average price is $1,050.71 and its two-hundred day moving average price is $936.44. The firm has a market capitalization of $950.31 billion, a price-to-earnings ratio of 43.89, a PEG ratio of 1.18 and a beta of 0.40.

Eli Lilly and Company (NYSE:LLY) last issued its quarterly earnings data on Wednesday, February 4th. The company reported $7.54 earnings per share for the quarter, topping the consensus estimate of $7.48 by $0.06. The company had revenue of $19.29 billion for the quarter, compared to analysts’ expectations of $17.85 billion. Eli Lilly and Company had a net margin of 31.66% and a return on equity of 102.94%. Eli Lilly and Company’s revenue for the quarter was up 42.6% on a year-over-year basis. During the same quarter in the previous year, the firm posted $5.32 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. As a group, research analysts predict that Eli Lilly and Company will post 23.48 earnings per share for the current year.

Eli Lilly and Company Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Friday, February 13th will be issued a $1.73 dividend. This is a boost 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 is Friday, February 13th. Eli Lilly and Company’s dividend payout ratio is 30.15%.

Analyst Upgrades and Downgrades

LLY has been the topic of several analyst reports. CICC Research increased their target price on Eli Lilly and Company from $1,060.00 to $1,107.00 and gave the stock a “neutral” rating in a report on Wednesday, February 11th. Zacks Research downgraded shares of Eli Lilly and Company from a “strong-buy” rating to a “hold” rating in a research note on Friday, January 30th. Wall Street Zen cut shares of Eli Lilly and Company from a “strong-buy” rating to a “buy” rating in a research report on Saturday, January 31st. Daiwa Securities Group upped their price target on shares of Eli Lilly and Company from $1,230.00 to $1,250.00 and gave the stock a “buy” rating in a report on Wednesday, February 18th. Finally, Truist Financial reissued a “buy” rating on shares of Eli Lilly and Company in a research note on Monday, February 23rd. Two analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating and five have issued a Hold rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $1,229.59.

Eli Lilly and Company News Roundup

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

• Positive Sentiment: Lilly says it is preparing to launch its oral obesity drug orforglipron in the U.S. as soon as Q2 pending FDA approval — a major revenue catalyst if approved and on schedule. Eli Lilly on track to launch oral obesity drug in second quarter, pending US approval
• Positive Sentiment: Lilly won CHMP backing to expand Olumiant (baricitinib) use in adolescents with severe alopecia areata, which could broaden EU label and incremental sales. LLY Wins CHMP Nod for Olumiant’s Expanded Use in Alopecia Areata
• Positive Sentiment: Lilly advanced remternetug Alzheimer’s testing in China, extending its CNS pipeline geography and potential long‑term growth optionality outside the U.S. Lilly Advances Remternetug Testing in China
• Positive Sentiment: Lilly advanced a Phase 1 oral diabetes candidate in China, reinforcing its diabetes/GLP pipeline breadth beyond injectable and obesity programs. Eli Lilly Advances New Oral Diabetes Drug In China
• Neutral Sentiment: Analyst coverage remains constructive overall (average “Moderate Buy”) and industry outlooks highlight Lilly as a core large‑cap pharma to watch, supporting longer‑term investor interest. Average Recommendation of “Moderate Buy”
• Neutral Sentiment: Investor attention pieces and conference transcripts (TD Cowen) are circulating — helpful for transparency but not immediate stock drivers. TD Cowen Presentation Transcript
• Negative Sentiment: Competitive pressure: Novo Nordisk’s $506M expansion in Ireland signals stronger manufacturing scale for oral GLP medicines, a direct competitor to Lilly’s obesity/GLP lineup and a potential market‑share headwind. Why Novo Nordisk’s Ireland expansion is key
• Negative Sentiment: Some editorial/analyst pieces argue investors should consider alternatives or note that Lilly’s valuation and recent momentum have cooled after a multi‑year run, increasing sensitivity to any negative headlines. Should You Forget Eli Lilly and Buy These Unstoppable Stocks Instead?

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.