Principal Financial Group Inc. lifted its stake in Eli Lilly and Company (NYSE:LLY – Free Report) by 1.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 1,269,531 shares of the company’s stock after acquiring an additional 15,840 shares during the period. Eli Lilly and Company accounts for approximately 0.7% of Principal Financial Group Inc.’s holdings, making the stock its 26th biggest position. Principal Financial Group Inc.’s holdings in Eli Lilly and Company were worth $1,364,341,000 at the end of the most recent reporting period.
Several other institutional investors and hedge funds have also made changes to their positions in LLY. Maryland Capital Advisors Inc. acquired a new position in shares of Eli Lilly and Company during the 4th quarter valued at $25,000. Vermillion & White Wealth Management Group LLC boosted its position in shares of Eli Lilly and Company by 84.2% during the 3rd quarter. Vermillion & White Wealth Management Group LLC now owns 35 shares of the company’s stock valued at $27,000 after purchasing an additional 16 shares in the last quarter. 10Elms LLP boosted its position in shares of Eli Lilly and Company by 33.3% during the 3rd quarter. 10Elms LLP now owns 40 shares of the company’s stock valued at $31,000 after purchasing an additional 10 shares in the last quarter. Miller Global Investments LLC bought a new stake in shares of Eli Lilly and Company in the 4th quarter worth approximately $33,000. Finally, Hopwood Financial Services Inc. raised its holdings in shares of Eli Lilly and Company by 113.6% in the 3rd quarter. Hopwood Financial Services Inc. now owns 47 shares of the company’s stock worth $36,000 after purchasing an additional 25 shares in the last quarter. 82.53% of the stock is currently owned by institutional investors.
Key Headlines Impacting Eli Lilly and Company
Here are the key news stories impacting Eli Lilly and Company this week:
- Positive Sentiment: Long?term efficacy data for Omvoh (mirikizumab) — LUCENT?3 open?label data show ~63.5% of patients who achieved disease clearance at one year maintained it at four years, reinforcing Omvoh’s durability in ulcerative colitis and strengthening Lilly’s IL?23 franchise revenue outlook. Eli Lilly Advances As Inflammatory Bowel Disease Drug Reinforces Long-Term Confidence
- Positive Sentiment: Foundayo oral GLP?1 pill showing early commercial traction — reports say the oral obesity pill is adding prescribers and patients with broad pharmacy access and payer coverage, supporting a new revenue channel beyond injectables. Lilly’s Oral GLP-1 Pill Foundayo Starts Strong in Oral Obesity Market
- Positive Sentiment: Major manufacturing expansion — Lilly committed an additional $4.5B in Indiana (over $21B total since 2020) and opened a genetic?medicine facility, which supports capacity for anticipated demand across biologics, small molecules and advanced therapies. This is a long?term enabler of supply reliability. Lilly commits additional $4.5 billion across Indiana manufacturing sites
- Positive Sentiment: Earnings momentum and analyst support — recent Q1 beat?and?raise (strong Mounjaro and Zepbound sales) and analyst reiterations/targets underpin bullish sentiment and justify elevated valuation multiples. LLY Stock Pops 16% After Beat-and-Raise Q1: Buy, Hold or Take Profits?
- Neutral Sentiment: Dividend declared ($1.73/share, ex?dividend May 15) — modest yield (?0.7%) signals shareholder returns but is not a major near?term price driver. Lilly commits additional $4.5 billion across Indiana manufacturing sites, opens first dedicated genetic medicine facility
- Neutral Sentiment: Market chatter about financing — reports that Lilly is planning to sell roughly $8B of bonds to fund acquisitions could change capital structure and near?term financing costs; company provided responses but investors will watch details. Update: Market Chatter: Eli Lilly Plans to Sell About $8 Billion of Bonds to Fund Acquisitions
- Negative Sentiment: Intense competition from Novo Nordisk — Novo’s strong pill launch and raised guidance highlight accelerating competitive pressure in the obesity/GLP?1 market, which could cap pricing and market share gains for Lilly over time. Novo Nordisk Could Win the Oral GLP-1 Race Against Lilly. Why It Just Raised Guidance.
- Negative Sentiment: Market perception of product timing and pricing risk — coverage noting Novo’s momentum plus reports of delays/pressure in the oral GLP?1 space raise short?term uncertainty about Lilly’s obesity?pill cadence and margin mix. Novo Nordisk Obesity Pill Momentum Meets Valuation Gap And Risk Flags
Wall Street Analyst Weigh In
View Our Latest Analysis on LLY
Eli Lilly and Company Stock Down 0.1%
LLY stock opened at $987.52 on Thursday. The company has a debt-to-equity ratio of 1.26, a current ratio of 1.50 and a quick ratio of 1.10. The firm has a market capitalization of $929.98 billion, a P/E ratio of 35.08, a P/E/G ratio of 1.08 and a beta of 0.48. Eli Lilly and Company has a 52-week low of $623.78 and a 52-week high of $1,133.95. The company’s 50 day simple moving average is $945.26 and its 200-day simple moving average is $989.70.
Eli Lilly and Company (NYSE:LLY – Get Free Report) last posted its quarterly earnings data on Thursday, April 30th. The company reported $8.55 EPS for the quarter, topping analysts’ consensus estimates of $6.97 by $1.58. Eli Lilly and Company had a net margin of 34.98% and a return on equity of 105.77%. The firm had revenue of $19.80 billion during the quarter, compared to analyst estimates of $17.82 billion. During the same quarter last year, the business posted $3.34 EPS. The company’s revenue was up 55.5% on a year-over-year basis. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. As a group, equities research analysts anticipate that Eli Lilly and Company will post 35.58 EPS for the current year.
Eli Lilly and Company Announces Dividend
The firm also recently announced a quarterly dividend, which will be paid on Wednesday, June 10th. Stockholders of record on Friday, May 15th will be given a $1.73 dividend. This represents a $6.92 annualized dividend and a dividend yield of 0.7%. The ex-dividend date of this dividend is Friday, May 15th. Eli Lilly and Company’s dividend payout ratio (DPR) is 24.58%.
Eli Lilly and 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.
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