Eli Lilly and Company $LLY Stock Position Lowered by Epoch Investment Partners Inc.

Epoch Investment Partners Inc. decreased its position in Eli Lilly and Company (NYSE:LLY) by 12.5% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 122,816 shares of the company’s stock after selling 17,615 shares during the quarter. Epoch Investment Partners Inc.’s holdings in Eli Lilly and Company were worth $112,962,000 at the end of the most recent reporting period.

Several other large investors have also bought and sold shares of the company. Vanguard Group Inc. raised its position in Eli Lilly and Company by 1.2% in the fourth quarter. Vanguard Group Inc. now owns 81,965,974 shares of the company’s stock worth $88,087,193,000 after acquiring an additional 1,006,885 shares in the last quarter. State Street Corp grew its stake in shares of Eli Lilly and Company by 1.8% in the 4th quarter. State Street Corp now owns 35,361,916 shares of the company’s stock worth $38,002,744,000 after purchasing an additional 635,358 shares during the last quarter. Morgan Stanley grew its stake in shares of Eli Lilly and Company by 2.7% in the 4th quarter. Morgan Stanley now owns 15,593,019 shares of the company’s stock worth $16,757,510,000 after purchasing an additional 407,166 shares during the last quarter. Capital World Investors raised its holdings in shares of Eli Lilly and Company by 0.4% in the 4th quarter. Capital World Investors now owns 15,031,750 shares of the company’s stock worth $16,154,619,000 after purchasing an additional 61,851 shares in the last quarter. Finally, Price T Rowe Associates Inc. MD raised its holdings 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 worth $16,024,022,000 after purchasing an additional 1,432,069 shares in the last quarter. Institutional investors own 82.53% of the company’s stock.

Eli Lilly and Company Stock Performance

Shares of LLY opened at $1,196.18 on Friday. The company has a market capitalization of $1.13 trillion, a PE ratio of 42.49, a PEG ratio of 1.50 and a beta of 0.51. The company has a debt-to-equity ratio of 1.26, a quick ratio of 1.10 and a current ratio of 1.50. The company’s 50 day moving average price is $1,136.56 and its 200 day moving average price is $1,040.15. Eli Lilly and Company has a 52 week low of $623.78 and a 52 week high of $1,249.45.

Eli Lilly and Company (NYSE:LLY) last released its earnings results on Thursday, April 30th. The company reported $8.55 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $6.97 by $1.58. The company had revenue of $19.80 billion during the quarter, compared to the consensus estimate of $17.82 billion. Eli Lilly and Company had a net margin of 34.98% and a return on equity of 105.77%. The company’s revenue was up 55.5% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $3.34 EPS. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. Research analysts expect that Eli Lilly and Company will post 34.21 EPS 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. Investors of record on Friday, August 14th will be issued a dividend of $1.73 per share. This represents a $6.92 annualized dividend and a dividend yield of 0.6%. The ex-dividend date is Friday, August 14th. Eli Lilly and Company’s dividend payout ratio (DPR) is currently 24.58%.

Trending Headlines about Eli Lilly and Company

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

• Positive Sentiment: Eli Lilly reported strong late-stage results for retatrutide, its next-generation obesity drug, in two Phase 3 trials. The drug met its primary endpoint and produced substantial weight loss and A1C improvement, reinforcing expectations for a major future growth franchise. Article Title
• Positive Sentiment: The company said it now plans to file for FDA approval of retatrutide in Q1 2027, keeping the drug on a path toward commercialization and supporting the long-term growth outlook for LLY. Article Title
• Positive Sentiment: A Lilly-backed biotech, Scribe Therapeutics, priced an upsized IPO with strong demand, highlighting continued investor appetite for Lilly-associated pipeline assets and partnerships. Article Title
• Neutral Sentiment: Healthcare stocks were broadly higher late Friday, which may be lending general support to Eli Lilly’s shares. Article Title
• Negative Sentiment: Novo Nordisk is seeking a preliminary injunction to block Lilly’s weight-loss and diabetes ads, accusing the company of using outdated data and misleading comparisons versus Wegovy and Ozempic. That raises legal and regulatory risk for Eli Lilly, even if the impact is likely more headline-driven than fundamental for now. Article Title

Analyst Upgrades and Downgrades

A number of analysts recently weighed in on the stock. Leerink Partners raised their target price on shares of Eli Lilly and Company from $1,119.00 to $1,232.00 and gave the stock an “outperform” rating in a report on Thursday, June 25th. Citigroup upped their price target on Eli Lilly and Company from $1,500.00 to $1,600.00 and gave the company a “buy” rating in a report on Wednesday, July 15th. Bank of America increased their price objective on Eli Lilly and Company from $1,251.00 to $1,334.00 and gave the company a “buy” rating in a research report on Friday, July 10th. Weiss Ratings upgraded Eli Lilly and Company from a “buy (b-)” rating to a “buy (b)” rating in a report on Wednesday, July 1st. Finally, The Goldman Sachs Group reaffirmed a “buy” rating and set a $1,283.00 target price on shares of Eli Lilly and Company in a research report on Friday, May 22nd. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-four have given a Buy rating, four have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, Eli Lilly and Company presently has a consensus rating of “Moderate Buy” and an average target price of $1,283.64.

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.