Eli Lilly and Company $LLY Shares Bought by Supplemental Annuity Collective Trust of NJ

Supplemental Annuity Collective Trust of NJ grew its stake in shares of Eli Lilly and Company (NYSE:LLY) by 6.4% during the 3rd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 8,300 shares of the company’s stock after purchasing an additional 500 shares during the period. Eli Lilly and Company makes up about 1.7% of Supplemental Annuity Collective Trust of NJ’s holdings, making the stock its 9th largest position. Supplemental Annuity Collective Trust of NJ’s holdings in Eli Lilly and Company were worth $6,333,000 as of its most recent filing with the SEC.

Other large investors have also made changes to their positions in the company. Lazard Freres Gestion S.A.S. increased its stake in Eli Lilly and Company by 114.3% in the 2nd quarter. Lazard Freres Gestion S.A.S. now owns 77,295 shares of the company’s stock valued at $60,253,000 after purchasing an additional 41,222 shares in the last quarter. Exencial Wealth Advisors LLC boosted its position in Eli Lilly and Company by 189.6% during the third quarter. Exencial Wealth Advisors LLC now owns 17,408 shares of the company’s stock worth $13,283,000 after purchasing an additional 11,396 shares in the last quarter. Rede Wealth LLC acquired a new stake in Eli Lilly and Company in the third quarter valued at $487,000. Central Pacific Bank Trust Division increased its position in shares of Eli Lilly and Company by 25.8% in the third quarter. Central Pacific Bank Trust Division now owns 8,990 shares of the company’s stock valued at $6,859,000 after buying an additional 1,843 shares in the last quarter. Finally, Cidel Asset Management Inc. increased its position in shares of Eli Lilly and Company by 26.5% in the third quarter. Cidel Asset Management Inc. now owns 26,726 shares of the company’s stock valued at $20,392,000 after buying an additional 5,591 shares in the last quarter. Hedge funds and other institutional investors own 82.53% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages recently commented on LLY. Loop Capital set a $1,200.00 price objective on shares of Eli Lilly and Company in a research note on Tuesday, February 10th. CICC Research upped their price target on shares of Eli Lilly and Company from $1,060.00 to $1,107.00 and gave the company a “neutral” rating in a report on Wednesday, February 11th. Cantor Fitzgerald increased their price target on shares of Eli Lilly and Company from $985.00 to $1,205.00 and gave the company an “overweight” rating in a research report on Thursday, February 5th. Leerink Partners lifted their price objective on Eli Lilly and Company from $1,234.00 to $1,296.00 and gave the stock an “outperform” rating in a research report on Thursday, February 5th. Finally, Rothschild & Co Redburn upped their target price on Eli Lilly and Company from $775.00 to $830.00 and gave the company a “neutral” rating in a research note on Monday, January 26th. Three analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and five have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $1,218.88.

Key Headlines Impacting Eli Lilly and Company

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

• Positive Sentiment: Lilly announced a roughly $1 billion AI investment aimed at accelerating drug discovery and strengthening its pipeline beyond GLP‑1 drugs; analysts and retail investors view this as a structural growth lever that supports longer‑term revenue diversification and investor enthusiasm following the Q4 beat. Why Eli Lilly’s $1 Billion AI Bet Could Reshape Drug Discovery
• Positive Sentiment: Topline results from the Phase 3 LIBRETTO‑432 trial show Retevmo (selpercatinib) delivered a highly statistically significant and clinically meaningful improvement in event‑free survival as adjuvant therapy in early‑stage RET fusion‑positive NSCLC — a clear clinical win that expands Lilly’s oncology franchise and increases future revenue/pipeline value. Lilly’s Retevmo (selpercatinib) delivers substantial event-free survival benefit
• Positive Sentiment: Lilly has built about $1.5 billion of inventory of a weight‑loss pill ahead of a planned global launch this summer, signaling commercial readiness and management’s expectation of strong demand that could accelerate near‑term revenue growth. Eli Lilly (LLY) Builds $1.5 Billion Inventory of Weight-Loss Pill
• Positive Sentiment: Coverage highlights Lilly’s strategic moves beyond GLP‑1s — including RNA cancer programs, AI‑enabled discovery and obesity R&D — which reduce single‑product risk and support a multi‑pillar growth narrative. Eli Lilly Expands Beyond GLP-1 With RNA Cancer AI And Obesity Bets
• Neutral Sentiment: Lilly will participate in TD Cowen’s Health Care Conference on March 2 (CFO Lucas Montarce to speak); investors will watch for management commentary and any updated guidance or details on commercialization plans. Lilly to participate in TD Cowen’s 46th Annual Health Care Conference

Eli Lilly and Company Trading Up 0.2%

Shares of LLY opened at $1,040.12 on Tuesday. 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 has a market capitalization of $981.21 billion, a PE ratio of 45.32, a price-to-earnings-growth ratio of 1.21 and a beta of 0.39. The stock has a fifty day moving average of $1,053.28 and a two-hundred day moving average of $910.46. The company has a debt-to-equity ratio of 1.54, a quick ratio of 1.19 and a current ratio of 1.58.

Eli Lilly and Company (NYSE:LLY) last announced its quarterly earnings data on Wednesday, February 4th. The company reported $7.54 EPS for the quarter, beating 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 business had revenue of $19.29 billion during the quarter, compared to the consensus estimate of $17.85 billion. During the same quarter in the previous year, the business earned $5.32 earnings per share. The business’s revenue for the quarter was up 42.6% on a year-over-year basis. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. As a group, analysts forecast that Eli Lilly and Company will post 23.48 EPS for the current year.

Eli Lilly and Company Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Friday, February 13th will be issued a dividend of $1.73 per share. This represents a $6.92 annualized dividend and a dividend yield of 0.7%. The ex-dividend date is Friday, February 13th. This is an increase from Eli Lilly and Company’s previous quarterly dividend of $1.50. Eli Lilly and Company’s payout ratio is currently 30.15%.

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.