Wellington Management Group LLP Has $11.11 Billion Stake in Eli Lilly and Company $LLY

Wellington Management Group LLP increased its stake in shares of Eli Lilly and Company (NYSE:LLY) by 4.1% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 14,563,780 shares of the company’s stock after purchasing an additional 574,229 shares during the period. Eli Lilly and Company makes up 1.9% of Wellington Management Group LLP’s investment portfolio, making the stock its 7th largest holding. Wellington Management Group LLP owned 1.54% of Eli Lilly and Company worth $11,112,164,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Sumitomo Mitsui Financial Group Inc. bought a new stake in shares of Eli Lilly and Company in the second quarter worth $27,000. Evolution Wealth Management Inc. bought a new position in Eli Lilly and Company in the second quarter worth approximately $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 acquiring an additional 29 shares during the last quarter. Financial Gravity Companies Inc. purchased a new position in shares of Eli Lilly and Company during the 2nd quarter worth $31,000. Finally, Bare Financial Services Inc grew its position in shares of Eli Lilly and Company by 263.6% during the 2nd quarter. Bare Financial Services Inc now owns 40 shares of the company’s stock valued at $31,000 after acquiring 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 Stock Performance

NYSE:LLY opened at $985.10 on Friday. The stock has a 50-day moving average price of $1,037.28 and a 200 day moving average price of $949.30. The stock has a market capitalization of $930.74 billion, a P/E ratio of 42.92, a P/E/G ratio of 1.14 and a beta of 0.40. Eli Lilly and Company has a 12-month low of $623.78 and a 12-month high of $1,133.95. The company has a current ratio of 1.58, a quick ratio of 1.19 and a debt-to-equity ratio of 1.54.

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

Wall Street Analyst Weigh In

A number of equities analysts recently commented on the company. Loop Capital set a $1,200.00 target price on Eli Lilly and Company in a report on Tuesday, February 10th. BMO Capital Markets restated an “outperform” rating and issued a $1,300.00 price target on shares of Eli Lilly and Company in a research report on Thursday, February 5th. Barclays assumed coverage on Eli Lilly and Company in a research note on Thursday, February 19th. They issued an “overweight” rating and a $1,350.00 price objective on the stock. JPMorgan Chase & Co. boosted their price objective on Eli Lilly and Company from $1,150.00 to $1,300.00 and gave the company an “overweight” rating in a research note on Thursday, February 5th. Finally, Zacks Research lowered shares of Eli Lilly and Company from a “strong-buy” rating to a “hold” rating in a report on Friday, January 30th. Two investment 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 price target of $1,229.59.

Trending Headlines about Eli Lilly and Company

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

• Positive Sentiment: Big, long‑term capacity bet in China: Lilly’s planned $3 billion, decade‑long buildout in China is being viewed as a strategic way to secure supply, win share in the fast‑growing GLP‑1 market there, and defend margins versus local competitors — a clear revenue runway catalyst. The Real Reason Eli Lilly Is Pouring $3 Billion Into China
• Positive Sentiment: Policy and access tailwinds: CMS expansion of Medicare access to Zepbound and Mounjaro broadens the addressable patient base and reduces a key barrier to volume growth for Lilly’s injectable GLP‑1s. This supports upside to near‑term sales forecasts. Eli Lilly (LLY) and CMS Expand Medicare Access to Zepbound and Mounjaro
• Positive Sentiment: Commercial & product expansion moves: Employer Connect and LillyDirect aim to unlock employer coverage and lower out‑of‑pocket friction for Zepbound, which could materially increase uptake if employers adopt the program. Combined with positive head‑to‑head oral GLP‑1 data for orforglipron, this strengthens the multi‑product growth story. Eli Lilly’s Employer Push Could Unlock New GLP-1 Demand
• Positive Sentiment: Clinical pipeline progress: Lilly advanced a Phase‑1 study of eloralintide in high‑risk kidney patients — additional indications or safety/efficacy data can expand uses and support valuation beyond obesity/diabetes franchises. Lilly Advances Eloralintide Study in High-Risk Kidney Patients: What Investors Should Know
• Positive Sentiment: Manufacturing footprint expansion: Smaller regional investments (e.g., Korea, Japan plant expansion) further de‑risk supply and support global launch scale for next‑gen GLP‑1s. These moves reduce disruption risk and help defend market share. Eli Lilly invests $500 million in Korea’s biotech growth
• Neutral Sentiment: Valuation / stock structure chatter: Continued outperformance has people speculating about a stock split (accessibility for retail investors), which is psychology‑driven and may influence retail flows but doesn’t change fundamentals. 3 Stocks That Could Be Next to Announce a Stock Split
• Negative Sentiment: Safety/supply headline risk: Lilly warned about an unknown impurity found in compounded tirzepatide mixed with vitamin B12 — this raises short‑term PR/regulatory risk and could spur use‑restrictions or additional scrutiny of compounding practices. Using Obesity Drug? Eli Lilly Flags Unknown Impurity Found In Compounded Weight Loss Drugs With Vitamin B12
• Negative Sentiment: Momentum concerns: Some analysts/commentary note weakening trading momentum since November — a reminder that lofty multiples and rate/flow dynamics can pressure the stock if sentiment turns. Eli Lilly Reaching For Peak GLP-1 Euphoria: Rotten Trading Momentum Since November

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.