Eli Lilly and Company $LLY Stake Decreased by Nippon Life Global Investors Americas Inc.

Nippon Life Global Investors Americas Inc. cut its stake in Eli Lilly and Company (NYSE:LLY) by 15.1% during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 64,390 shares of the company’s stock after selling 11,420 shares during the period. Eli Lilly and Company makes up 3.1% of Nippon Life Global Investors Americas Inc.’s investment portfolio, making the stock its 7th largest position. Nippon Life Global Investors Americas Inc.’s holdings in Eli Lilly and Company were worth $77,231,000 as of its most recent filing with the SEC.

A number of other institutional investors have also recently bought and sold shares of LLY. Norges Bank acquired a new stake in shares of Eli Lilly and Company during the 4th quarter worth $12,976,634,000. J. Stern & Co. LLP increased its stake in Eli Lilly and Company by 46,191.3% during the fourth quarter. J. Stern & Co. LLP now owns 4,047,245 shares of the company’s stock worth $4,047,245,000 after acquiring an additional 4,038,502 shares during the last quarter. Cardano Risk Management B.V. increased its stake in Eli Lilly and Company by 876.1% during the fourth quarter. Cardano Risk Management B.V. now owns 2,375,050 shares of the company’s stock worth $2,552,419,000 after acquiring an additional 2,131,734 shares during the last quarter. Fifth Third Bancorp raised its holdings in shares of Eli Lilly and Company by 321.3% in the 1st quarter. Fifth Third Bancorp now owns 1,963,490 shares of the company’s stock worth $1,805,959,000 after purchasing an additional 1,497,423 shares during the period. Finally, Price T Rowe Associates Inc. MD lifted its stake in shares of Eli Lilly and Company by 10.6% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 14,910,505 shares of the company’s stock valued at $16,024,022,000 after purchasing an additional 1,432,069 shares in the last quarter. 82.53% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of analysts have recently issued reports on LLY shares. Sanford C. Bernstein boosted their target price on Eli Lilly and Company from $1,300.00 to $1,385.00 and gave the stock an “outperform” rating in a report on Tuesday, July 14th. Morgan Stanley reiterated an “overweight” rating and set a $1,419.00 price objective on shares of Eli Lilly and Company in a research note on Thursday, August 6th. Wells Fargo & Company lifted their target price on shares of Eli Lilly and Company from $1,280.00 to $1,330.00 and gave the company an “overweight” rating in a report on Thursday, August 6th. Truist Financial increased their price target on Eli Lilly and Company from $1,370.00 to $1,376.00 and gave the company a “buy” rating in a report on Friday, August 7th. Finally, BMO Capital Markets reissued an “outperform” rating and issued a $1,400.00 price objective on shares of Eli Lilly and Company in a research report on Thursday, August 6th. One research analyst has rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $1,292.18.

Key Eli Lilly and Company News

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

• Positive Sentiment: Lilly will collaborate with Boston-based Chai Discovery on an RNA vaccine platform. The partnership could expand Lilly’s technology and early-stage pipeline, though the financial impact is likely to be longer term. Lilly to work with Boston-based firm to develop RNA vaccine platform
• Positive Sentiment: Recent coverage continues to highlight Lilly’s momentum in obesity treatment, with its products reportedly outpacing Novo Nordisk’s offerings. This reinforces expectations for sustained demand and supports LLY’s growth narrative. Eli Lilly’s obesity treatments outpace Novo Nordisk
• Positive Sentiment: Analyst-focused coverage identifies Eli Lilly as a leading candidate for significant earnings growth and a potential buy point as the broader market rebounds. These 7 Stocks Are Analyst Favorites For Magnificent Earnings Growth; Eli Lilly Tops Buy Point
• Neutral Sentiment: Lilly completed or advanced several clinical studies, including trials involving hidradenitis suppurativa, lebrikizumab, LY4178256 and eloralintide. The updates broaden the pipeline, but no decisive efficacy or regulatory results were provided. Lilly clinical-trial updates
• Neutral Sentiment: Discussion of a possible stock split reflects the sharp rise in LLY’s share price, but a split would not change the company’s fundamental value or earnings outlook. Stock Split Watch: Is Eli Lilly Stock Next?
• Negative Sentiment: Lilly continues to face competition from Novo Nordisk in the emerging oral GLP-1 market. The race creates substantial growth potential but also raises execution and market-share risks. Can Eli Lilly Catch Novo Nordisk in the Oral GLP-1 Race?

Eli Lilly and Company Price Performance

LLY stock opened at $1,257.26 on Friday. The company has a quick ratio of 1.00, a current ratio of 1.35 and a debt-to-equity ratio of 1.41. Eli Lilly and Company has a 52-week low of $694.23 and a 52-week high of $1,292.65. The stock’s 50 day moving average is $1,180.14 and its two-hundred day moving average is $1,059.82. The company has a market capitalization of $1.18 trillion, a PE ratio of 42.19, a P/E/G ratio of 1.47 and a beta of 0.51.

Eli Lilly and Company (NYSE:LLY) last released its quarterly earnings results on Wednesday, August 5th. The company reported $8.38 earnings per share for the quarter, topping analysts’ consensus estimates of $6.40 by $1.98. The business had revenue of $22.97 billion during the quarter, compared to the consensus estimate of $20.82 billion. Eli Lilly and Company had a net margin of 33.53% and a return on equity of 97.83%. The business’s quarterly revenue was up 47.7% compared to the same quarter last year. During the same quarter last year, the company earned $6.31 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. Analysts predict that Eli Lilly and Company will post 36.35 earnings per share for the current fiscal year.

Eli Lilly and Company Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Friday, August 14th will be paid a dividend of $1.73 per share. The ex-dividend date is Friday, August 14th. This represents a $6.92 annualized dividend and a yield of 0.6%. Eli Lilly and Company’s dividend payout ratio is presently 23.22%.

Insider Buying and Selling at Eli Lilly and Company

In other Eli Lilly and Company news, EVP Patrik Jonsson sold 6,500 shares of the stock in a transaction on Monday, August 17th. The shares were sold at an average price of $1,175.10, for a total transaction of $7,638,150.00. Following the sale, the executive vice president directly owned 54,147 shares of the company’s stock, valued at approximately $63,628,139.70. This represents a 10.72% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Anat Hakim sold 5,000 shares of the firm’s stock in a transaction dated Friday, August 7th. The stock was sold at an average price of $1,190.00, for a total transaction of $5,950,000.00. Following the completion of the transaction, the executive vice president owned 11,875 shares in the company, valued at approximately $14,131,250. The trade was a 29.63% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 13,500 shares of company stock worth $15,958,170 over the last quarter. 0.14% of the stock is owned by corporate insiders.

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.