M&G PLC Boosts Stock Holdings in Eli Lilly and Company $LLY

M&G PLC raised its holdings in Eli Lilly and Company (NYSE:LLY) by 37.5% during the third quarter, Holdings Channel.com reports. The firm owned 7,792 shares of the company’s stock after purchasing an additional 2,127 shares during the quarter. M&G PLC’s holdings in Eli Lilly and Company were worth $5,945,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also recently modified their holdings of the business. Laurel Wealth Advisors LLC raised its holdings in Eli Lilly and Company by 78,621.2% during the second quarter. Laurel Wealth Advisors LLC now owns 11,552,336 shares of the company’s stock worth $9,005,392,000 after purchasing an additional 11,537,661 shares during the last quarter. Norges Bank acquired a new position in shares of Eli Lilly and Company during the 2nd quarter worth $8,827,714,000. Vanguard Group Inc. grew its stake in Eli Lilly and Company by 1.5% in the 2nd quarter. Vanguard Group Inc. now owns 80,407,430 shares of the company’s stock valued at $62,680,004,000 after acquiring an additional 1,183,038 shares during the last quarter. Franklin Resources Inc. increased its holdings in Eli Lilly and Company by 13.4% during the 2nd quarter. Franklin Resources Inc. now owns 4,766,865 shares of the company’s stock valued at $3,715,913,000 after acquiring an additional 564,736 shares in the last quarter. Finally, Canada Pension Plan Investment Board raised its position in Eli Lilly and Company by 87.2% during the second quarter. Canada Pension Plan Investment Board now owns 1,152,281 shares of the company’s stock worth $898,238,000 after acquiring an additional 536,679 shares during the last quarter. 82.53% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several brokerages recently issued reports on LLY. Guggenheim cut their price objective on Eli Lilly and Company from $1,163.00 to $1,161.00 and set a “buy” rating for the company in a research report on Tuesday, January 20th. Loop Capital set a $1,200.00 price objective on Eli Lilly and Company in a research report on Tuesday, February 10th. Berenberg Bank lifted their price objective on Eli Lilly and Company from $830.00 to $950.00 and gave the stock a “hold” rating in a research report on Tuesday, December 2nd. JPMorgan Chase & Co. upped their target price on shares of Eli Lilly and Company from $1,150.00 to $1,300.00 and gave the company an “overweight” rating in a report on Thursday, February 5th. Finally, Morgan Stanley lifted their price target on shares of Eli Lilly and Company from $1,290.00 to $1,313.00 and gave the stock an “overweight” rating in a report on Thursday, February 5th. Three investment analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and five have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $1,218.88.

Eli Lilly and Company News Roundup

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

• Positive Sentiment: Retevmo data: Lilly reported adjuvant/early‑stage lung cancer data showing reduced recurrence risk and improved event‑free survival, broadening the commercial potential of Retevmo and supporting oncology revenue growth. Lilly’s rare cancer drug Retevmo looks to broaden reach with adjuvant trial win
• Positive Sentiment: CSL licensing deal: Lilly secured an exclusive licensing pact around clazakizumab for people with end‑stage kidney disease — a deal that strengthens Lilly’s immunology/kidney disease pipeline and potential near‑to‑midterm revenue streams. CSL signs licensing deal with Eli Lilly for clazakizumab to treat kidney disease
• Positive Sentiment: Weight‑loss launch prep: Reports say Lilly has built roughly $1.5B of inventory of its oral GLP candidate Orforglipron ahead of an expected FDA decision, reducing risk of early supply shortfalls and positioning the company to capture market share vs. competitors. Eli Lilly (LLY) Stock: Company Loads Up $1.5B of Weight-Loss Pills to Battle Wegovy
• Positive Sentiment: $1B India investment: Lilly plans roughly $1 billion to expand contract manufacturing and make India a global export hub, which should support supply resilience for high‑demand products (e.g., Mounjaro) and lower long‑term manufacturing costs. Lilly targets India as global export hub amid booming Mounjaro sales, executive says
• Positive Sentiment: AI and R&D expansion: Coverage highlights Lilly’s $1B AI investment and broader push into RNA/oncology and obesity beyond GLP‑1s — a strategic diversification that supports long‑term growth expectations. Why Eli Lilly’s $1 Billion AI Bet Could Reshape Drug Discovery
• Neutral Sentiment: Marketing/partnership news: Shaquille O’Neal was named ambassador for a Team USA Athlete Recovery Program in partnership with Lilly — useful for brand visibility but unlikely to move fundamentals materially. Basketball legend Shaquille O’Neal named ambassador for Team USA Athlete Recovery Program in partnership with Eli Lilly
• Neutral Sentiment: Investor engagement: Lilly will present at TD Cowen’s healthcare conference (CFO fireside chat), which gives management a forum to reiterate guidance and address investor questions — watch for commentary on margins, inventories and launch timing. Lilly to participate in TD Cowen’s 46th Annual Health Care Conference

Eli Lilly and Company Price Performance

Shares of Eli Lilly and Company stock opened at $1,035.82 on Wednesday. The business’s fifty day moving average price is $1,054.36 and its 200 day moving average price is $912.40. Eli Lilly and Company has a twelve month low of $623.78 and a twelve 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. The stock has a market capitalization of $977.15 billion, a P/E ratio of 45.13, a PEG ratio of 1.21 and a beta of 0.39.

Eli Lilly and Company (NYSE:LLY) last released its quarterly earnings data on Wednesday, February 4th. The company reported $7.54 earnings per share (EPS) for the quarter, topping the consensus estimate of $7.48 by $0.06. Eli Lilly and Company had a net margin of 31.66% and a return on equity of 102.94%. The company had revenue of $19.29 billion during the quarter, compared to analyst estimates of $17.85 billion. During the same quarter in the prior year, the business earned $5.32 earnings per share. The business’s quarterly 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. As a group, research analysts anticipate 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 disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Friday, February 13th will be paid a dividend of $1.73 per share. This is a boost 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 yield of 0.7%. Eli Lilly and Company’s payout ratio is 30.15%.

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.