AustralianSuper Pty Ltd Increases Holdings in Eli Lilly and Company $LLY

AustralianSuper Pty Ltd raised its stake in Eli Lilly and Company (NYSE:LLY) by 132.7% in the 3rd quarter, Holdings Channel reports. The institutional investor owned 45,633 shares of the company’s stock after buying an additional 26,020 shares during the period. AustralianSuper Pty Ltd’s holdings in Eli Lilly and Company were worth $34,818,000 at the end of the most recent quarter.

A number of other institutional investors also recently bought and sold shares of LLY. Dash Acquisitions Inc. increased its stake in Eli Lilly and Company by 2.8% during the second quarter. Dash Acquisitions Inc. now owns 485 shares of the company’s stock worth $387,000 after acquiring an additional 13 shares during the last quarter. Nvest Financial LLC boosted its position in shares of Eli Lilly and Company by 0.6% during the second quarter. Nvest Financial LLC now owns 2,274 shares of the company’s stock worth $1,773,000 after buying an additional 13 shares during the period. MPS Loria Financial Planners LLC grew its stake in shares of Eli Lilly and Company by 1.9% in the second quarter. MPS Loria Financial Planners LLC now owns 699 shares of the company’s stock valued at $545,000 after buying an additional 13 shares in the last quarter. Key Client Fiduciary Advisors LLC raised its holdings in shares of Eli Lilly and Company by 1.2% in the 3rd quarter. Key Client Fiduciary Advisors LLC now owns 1,136 shares of the company’s stock valued at $867,000 after buying an additional 13 shares during the period. Finally, Darwin Wealth Management LLC boosted its holdings in Eli Lilly and Company by 3.6% during the 3rd quarter. Darwin Wealth Management LLC now owns 373 shares of the company’s stock valued at $285,000 after acquiring an additional 13 shares during the period. 82.53% of the stock is owned by hedge funds and other institutional investors.

More Eli Lilly and Company News

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

• Positive Sentiment: Large AI and oncology upside — company coverage highlights a ~$1B collaboration with Nvidia to accelerate drug discovery and an expanded oncology pipeline (including recent regulatory advances) that could fuel 2026 revenue and pipeline value. Eli Lilly (LLY) Oncology Pipeline and $1B Nvidia (NVDA) AI Partnership Signal Strong 2026 Growth
• Positive Sentiment: Major gene‑editing collaboration — Lilly signed a deal worth up to ~$1.12B with Seamless Therapeutics to develop programmable recombinase therapies for hearing loss, expanding durable‑therapy optionality on its R&D roadmap. Eli Lilly signs up to $1.12 billion deal with private gene-editing firm Seamless
• Positive Sentiment: Strong earnings track record — multiple Zacks pieces flag Lilly’s history of earnings beats and Wall Street expectations for EPS growth ahead of the next report, supporting potential near‑term upside on another beat. Will Lilly (LLY) Beat Estimates Again in Its Next Earnings Report?
• Neutral Sentiment: Investor narratives and bullish research — several analyst and bull‑case writeups point to LLY as a long‑term growth name (GLP‑1 leadership, oncology, AI), which supports a buy thesis but is dependent on execution. Eli Lilly and Company (LLY): A Bull Case Theory 
• Neutral Sentiment: Stock is a market focus heading into results — trending coverage and investor interest mean LLY may be more volatile around catalysts (earnings, pipeline readouts). Eli Lilly (LLY) Reports Next Week: Wall Street Expects Earnings Growth
• Negative Sentiment: Intense GLP‑1 competition — data show Novo Nordisk more than doubled U.S. ad spend versus Lilly for Wegovy/Ozempic vs Lilly’s GLP‑1s, implying potential market‑share pressure and the need for higher marketing investment. Exclusive: Novo’s Wegovy and Ozempic US advertising spend doubles rival Eli Lilly, data shows
• Negative Sentiment: Drug‑pricing and policy risk — Medicare named several Lilly drugs (including Verzenio) for upcoming price negotiations, which could compress pricing on selected products. US Medicare names Eli Lilly, Pfizer and AbbVie drugs for next Medicare price talks
• Negative Sentiment: Regulatory/operational pushback — hospital groups are contesting a new Lilly 340B claims‑data policy, a dispute that could lead to reputational, contractual or policy‑level headwinds. AHA urges HRSA to stop Eli Lilly’s 340B claims-data submission policy from going into effect
• Negative Sentiment: Immediate market reaction mixed — some coverage notes LLY shares fell even after the gene‑editing announcement, suggesting investors are focusing on near‑term risks (competition, pricing) over long‑term deals. Eli Lilly Stock Drops even after Signing Major $1.1 Billion Gene-Editing Partnership

Eli Lilly and Company Trading Down 1.5%

NYSE LLY opened at $1,024.14 on Thursday. Eli Lilly and Company has a 52 week low of $623.78 and a 52 week high of $1,133.95. The firm has a 50 day moving average of $1,057.65 and a two-hundred day moving average of $886.06. The stock has a market capitalization of $968.20 billion, a PE ratio of 50.10, a price-to-earnings-growth ratio of 0.79 and a beta of 0.35. The company has a quick ratio of 1.24, a current ratio of 1.55 and a debt-to-equity ratio of 1.71.

Eli Lilly and Company (NYSE:LLY) last issued its earnings results on Thursday, October 30th. The company reported $7.02 EPS for the quarter, topping analysts’ consensus estimates 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 firm had revenue of $17.60 billion during the quarter, compared to the consensus estimate of $16.09 billion. During the same quarter in the previous year, the firm posted $1.18 earnings per share. The company’s revenue was up 53.9% compared to the same quarter last year. As a group, research analysts expect that Eli Lilly and Company will post 23.48 EPS for the current fiscal year.

Eli Lilly and Company Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Friday, February 13th will be given a dividend of $1.73 per share. The ex-dividend date of this dividend is Friday, February 13th. This represents a $6.92 annualized dividend and a dividend yield of 0.7%. This is an increase from Eli Lilly and Company’s previous quarterly dividend of $1.50. Eli Lilly and Company’s payout ratio is currently 29.35%.

Analysts Set New Price Targets

LLY has been the topic of a number of recent research reports. Erste Group Bank upgraded shares of Eli Lilly and Company from a “hold” rating to a “buy” rating in a research note on Tuesday, October 14th. JPMorgan Chase & Co. lifted their price objective on shares of Eli Lilly and Company from $1,050.00 to $1,150.00 and gave the company an “overweight” rating in a report on Tuesday, November 18th. The Goldman Sachs Group increased their target price on shares of Eli Lilly and Company from $951.00 to $1,145.00 and gave the stock a “buy” rating in a report on Monday, December 15th. CICC Research boosted their price target on shares of Eli Lilly and Company from $801.00 to $1,060.00 and gave the stock a “neutral” rating in a research note on Thursday, November 13th. Finally, Bank of America cut their price objective on Eli Lilly and Company from $1,286.00 to $1,268.00 and set a “buy” rating on the stock in a research report on Monday, December 15th. Four equities research analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat, the company has an average rating of “Buy” and a consensus price target of $1,173.91.

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.