Fjarde AP Fonden Fourth Swedish National Pension Fund Cuts Stock Holdings in Eli Lilly and Company $LLY

Fjarde AP Fonden Fourth Swedish National Pension Fund decreased its holdings in Eli Lilly and Company (NYSE:LLY) by 2.4% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 214,476 shares of the company’s stock after selling 5,338 shares during the period. Eli Lilly and Company comprises approximately 1.4% of Fjarde AP Fonden Fourth Swedish National Pension Fund’s holdings, making the stock its 10th largest holding. Fjarde AP Fonden Fourth Swedish National Pension Fund’s holdings in Eli Lilly and Company were worth $163,645,000 as of its most recent SEC filing.

Other large investors have also recently made changes to their positions in the company. Rakuten Securities Inc. grew its holdings in shares of Eli Lilly and Company by 30.0% in the third quarter. Rakuten Securities Inc. now owns 5,267 shares of the company’s stock worth $4,019,000 after purchasing an additional 1,215 shares during the last quarter. OVERSEA CHINESE BANKING Corp Ltd boosted its position in Eli Lilly and Company by 16.1% in the 3rd quarter. OVERSEA CHINESE BANKING Corp Ltd now owns 20,575 shares of the company’s stock valued at $15,606,000 after buying an additional 2,847 shares during the period. Littlejohn Financial Services Inc. grew its stake in Eli Lilly and Company by 707.4% in the 3rd quarter. Littlejohn Financial Services Inc. now owns 3,278 shares of the company’s stock worth $2,501,000 after acquiring an additional 2,872 shares in the last quarter. Sunbeam Capital Management LLC increased its position in shares of Eli Lilly and Company by 2.6% during the third quarter. Sunbeam Capital Management LLC now owns 2,389 shares of the company’s stock worth $1,823,000 after acquiring an additional 61 shares during the period. Finally, Blalock Williams LLC bought a new stake in shares of Eli Lilly and Company during the third quarter valued at approximately $7,684,000. 82.53% of the stock is owned by hedge funds and other institutional investors.

Eli Lilly and Company Price Performance

LLY opened at $1,032.51 on Friday. The business’s 50-day moving average is $1,049.04 and its two-hundred day moving average is $868.38. Eli Lilly and Company has a 1 year low of $623.78 and a 1 year high of $1,133.95. The company has a debt-to-equity ratio of 1.71, a current ratio of 1.55 and a quick ratio of 1.24. The firm has a market capitalization of $976.11 billion, a PE ratio of 50.51, a price-to-earnings-growth ratio of 0.78 and a beta of 0.35.

Eli Lilly and Company (NYSE:LLY) last released its quarterly earnings results on Thursday, October 30th. The company reported $7.02 EPS for the quarter, beating the consensus estimate of $6.42 by $0.60. Eli Lilly and Company had a net margin of 30.99% and a return on equity of 109.52%. The business had revenue of $17.60 billion during the quarter, compared to analyst estimates of $16.09 billion. During the same period in the prior year, the firm posted $1.18 earnings per share. The company’s quarterly revenue was up 53.9% on a year-over-year basis. Eli Lilly and Company has set its FY 2025 guidance at 23.000-23.700 EPS. Research analysts anticipate that Eli Lilly and Company will post 23.48 earnings per share for the current fiscal year.

Eli Lilly and Company Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Friday, February 13th will be paid a $1.73 dividend. This represents a $6.92 annualized dividend and a yield of 0.7%. This is a positive change from Eli Lilly and Company’s previous quarterly dividend of $1.50. The ex-dividend date is Friday, February 13th. Eli Lilly and Company’s payout ratio is 29.35%.

Wall Street Analyst Weigh In

LLY has been the topic of several research analyst reports. HSBC reissued a “hold” rating and issued a $1,070.00 price objective on shares of Eli Lilly and Company in a research note on Wednesday, December 10th. Daiwa Capital Markets set a $1,230.00 price target on Eli Lilly and Company and gave the company a “buy” rating in a research note on Tuesday, December 16th. Daiwa America upgraded Eli Lilly and Company from a “hold” rating to a “strong-buy” rating in a report on Tuesday, December 16th. Deutsche Bank Aktiengesellschaft upped their price objective on shares of Eli Lilly and Company from $1,000.00 to $1,200.00 and gave the stock a “buy” rating in a research note on Wednesday, December 17th. Finally, UBS Group assumed coverage on shares of Eli Lilly and Company in a research report on Tuesday, January 6th. They set a “buy” rating and a $1,250.00 target price on the stock. Five equities research analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating and four have given a Hold rating to the stock. According to MarketBeat, the stock has a consensus rating of “Buy” and a consensus price target of $1,174.70.

More Eli Lilly and Company News

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

• Positive Sentiment: Lilly and Nvidia announced a major AI drug‑discovery collaboration with a reported $1 billion lab investment, reinforcing long‑term R&D acceleration and partnership value for Lilly. Nvidia And Eli Lilly To Build $1 Billion AI-Powered Drug Discovery Lab
• Positive Sentiment: Jefferies reaffirmed a Buy and set a $1,300 price target; other street notes (BMO, TipRanks coverage) continue to emphasize Lilly’s leadership in incretin/GLP‑1 franchises and multitherapy growth. This supports medium‑term upside expectations. Where is Eli Lilly and Company (LLY) Headed According to Analysts?
• Positive Sentiment: J.P. Morgan notes obesity remains front‑and‑center and reported Q4 sales beats, highlighting Lp(a) cardiovascular drugs as an additional growth lever beyond weight‑loss therapies. These messages bolster earnings durability. JPM26 Day 1: Obesity Front-and-Center, Q4 Sales Beats
• Positive Sentiment: Analysts and sell‑side notes (Zacks) point to continued strong demand for Mounjaro and Zepbound, with improving supply and global uptake offsetting pricing pressure — a near‑term revenue tailwind. How Will Mounjaro and Zepbound Sales Aid LLY’s Upcoming Q4 Results?
• Neutral Sentiment: Mixed media/opinion pieces debate valuation after a strong 2025 gain; some argue to trim exposure while many funds still list Lilly as a long‑term growth holding — suggests investor positioning remains contested. Eli Lilly: Sell It And Buy Novo Nordisk Instead
• Negative Sentiment: A compounding pharmacy sued Lilly and Novo Nordisk in Texas alleging coordinated conduct to limit access to GLP‑1s, raising legal and reputational risk that could pressure pricing/access; markets treat litigation risk as a near‑term negative. Lilly, Novo sued over GLP‑1 drug dominance by compounding pharmacy
• Negative Sentiment: The FDA reportedly delayed a decision on Lilly’s oral obesity pill orforglipron (and other priority voucher awardees), a regulatory setback that catalyzed intraday selling as it defers potential market expansion vs. peers. FDA Delays Decision for Lilly’s Obesity Pill Orforglipron, Other Priority Voucher Awardees: Report

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.