Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust Makes New $12.72 Million Investment in Eli Lilly and Company $LLY

Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust purchased a new position in Eli Lilly and Company (NYSE:LLY) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 11,839 shares of the company’s stock, valued at approximately $12,723,000. Eli Lilly and Company accounts for approximately 3.4% of Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust’s investment portfolio, making the stock its 12th biggest position.

A number of other large investors have also bought and sold shares of the stock. Vanguard Group Inc. grew its holdings in shares of Eli Lilly and Company by 1.2% during the fourth quarter. Vanguard Group Inc. now owns 81,965,974 shares of the company’s stock valued at $88,087,193,000 after buying an additional 1,006,885 shares during the last quarter. State Street Corp grew its holdings in shares of Eli Lilly and Company by 0.6% during the third quarter. State Street Corp now owns 34,726,558 shares of the company’s stock valued at $26,496,364,000 after buying an additional 219,590 shares during the last quarter. Capital Research Global Investors grew its holdings in shares of Eli Lilly and Company by 20.9% during the third quarter. Capital Research Global Investors now owns 25,088,371 shares of the company’s stock valued at $19,141,787,000 after buying an additional 4,332,008 shares during the last quarter. Wellington Management Group LLP grew its holdings in shares of Eli Lilly and Company by 4.1% during the third quarter. Wellington Management Group LLP now owns 14,563,780 shares of the company’s stock valued at $11,112,164,000 after buying an additional 574,229 shares during the last quarter. Finally, Capital International Investors grew its holdings in shares of Eli Lilly and Company by 6.1% during the third quarter. Capital International Investors now owns 10,001,509 shares of the company’s stock valued at $7,628,447,000 after buying an additional 579,381 shares during the last quarter. 82.53% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of research analysts have recently issued reports on LLY shares. Loop Capital set a $1,200.00 price objective on shares of Eli Lilly and Company in a report on Tuesday, February 10th. Daiwa Securities Group lifted their price objective on shares of Eli Lilly and Company from $1,230.00 to $1,250.00 and gave the company a “buy” rating in a report on Wednesday, February 18th. Sanford C. Bernstein reiterated an “outperform” rating on shares of Eli Lilly and Company in a report on Tuesday, March 10th. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and set a $1,285.00 price objective on shares of Eli Lilly and Company in a report on Friday, March 6th. Finally, Truist Financial reissued a “buy” rating on shares of Eli Lilly and Company in a research report on Monday, February 23rd. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $1,227.00.

Eli Lilly and Company Stock Up 1.9%

LLY opened at $1,085.36 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 company’s 50-day moving average is $948.23 and its 200 day moving average is $1,007.67. Eli Lilly and Company has a fifty-two week low of $623.78 and a fifty-two week high of $1,133.95. The firm has a market capitalization of $1.02 trillion, a P/E ratio of 38.56, a PEG ratio of 1.16 and a beta of 0.48.

Eli Lilly and Company (NYSE:LLY) last released its quarterly earnings results on Thursday, April 30th. The company reported $8.55 earnings per share for the quarter, beating 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 company had revenue of $19.80 billion for the quarter, compared to analyst estimates of $17.82 billion. During the same period last year, the firm earned $3.34 earnings per share. The firm’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. Research analysts expect that Eli Lilly and Company will post 35.82 earnings per share for the current fiscal year.

Eli Lilly and Company Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, June 10th. Shareholders of record on Friday, May 15th will be given a $1.73 dividend. The ex-dividend date of this dividend is Friday, May 15th. This represents a $6.92 annualized dividend and a yield of 0.6%. Eli Lilly and Company’s payout ratio is currently 24.58%.

More Eli Lilly and Company News

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

• Positive Sentiment: Eli Lilly announced agreements to acquire Curevo, LimmaTech Biologics, and Vaccine Company in a combined deal worth up to $3.83 billion, expanding its vaccine and infectious-disease pipeline. Lilly announces three acquisitions to build infectious disease portfolio
• Positive Sentiment: The acquisition spree is being viewed as a strategic move to diversify Lilly’s business and leverage the cash flow generated by its obesity franchise into adjacent high-value markets. Eli Lilly stock edges higher as company plans nearly $4 billion in vaccine deals
• Positive Sentiment: LLY has also been hitting record highs and became the first pharmaceutical company valued at $1 trillion, reinforcing the market’s confidence in its growth story. Eli Lilly Stock Hits Record Highs, Becomes First Pharmaceutical Firm Worth $1 Trillion
• Neutral Sentiment: Additional coverage highlighted continued investor attention around Lilly’s momentum, analyst optimism, and its participation in a Goldman Sachs healthcare conference, but these items are less likely to move the stock on their own. Lilly to participate in Goldman Sachs 47th Annual Global Healthcare Conference
• Neutral Sentiment: Articles comparing Lilly with Novo Nordisk and discussing Trump’s stock purchases do not appear to change the core investment thesis, with Lilly’s fundamentals still seen as the main driver. President Trump Loaded Up on Eli Lilly in Q1. Should You Buy the Obesity Drug Stock Too?
• Neutral Sentiment: Competition concerns around Novo Nordisk in the obesity-pill market were framed as manageable rather than a major threat. Novo Nordisk Is Beating Eli Lilly in the Obesity Pill Market. Should Lilly Investors Be Worried?

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.