Capital Research Global Investors Cuts Holdings in Eli Lilly and Company $LLY

Capital Research Global Investors lowered its holdings in Eli Lilly and Company (NYSE:LLY) by 2.1% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 24,566,846 shares of the company’s stock after selling 521,525 shares during the period. Eli Lilly and Company comprises about 4.9% of Capital Research Global Investors’ investment portfolio, making the stock its 4th biggest holding. Capital Research Global Investors owned about 2.60% of Eli Lilly and Company worth $26,401,596,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also recently bought and sold shares of the company. Maryland Capital Advisors Inc. bought a new position in Eli Lilly and Company in the fourth quarter worth about $25,000. Miller Global Investments LLC bought a new stake in shares of Eli Lilly and Company during the fourth quarter valued at approximately $33,000. E Fund Management Hong Kong Co. Ltd. raised its holdings in shares of Eli Lilly and Company by 342.9% during the fourth quarter. E Fund Management Hong Kong Co. Ltd. now owns 31 shares of the company’s stock valued at $32,000 after buying an additional 24 shares during the last quarter. Dorato Capital Management bought a new stake in shares of Eli Lilly and Company during the fourth quarter valued at approximately $36,000. Finally, New England Capital Financial Advisors LLC raised its holdings in shares of Eli Lilly and Company by 142.9% during the fourth quarter. New England Capital Financial Advisors LLC now owns 34 shares of the company’s stock valued at $37,000 after buying an additional 20 shares during the last quarter. Institutional investors own 82.53% of the company’s stock.

Eli Lilly and Company Price Performance

NYSE LLY opened at $1,133.15 on Friday. Eli Lilly and Company has a 12 month low of $623.78 and a 12 month high of $1,166.29. 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 $1.07 trillion, a PE ratio of 40.25, a P/E/G ratio of 1.24 and a beta of 0.53. The company’s 50 day simple moving average is $974.59 and its 200 day simple moving average is $1,013.04.

Eli Lilly and Company (NYSE:LLY) last posted its quarterly earnings data on Thursday, April 30th. The company reported $8.55 EPS 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 business had revenue of $19.80 billion for the quarter, compared to analyst estimates of $17.82 billion. During the same quarter last year, the business earned $3.34 earnings per share. The business’s revenue for the quarter 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 forecast that Eli Lilly and Company will post 35.8 EPS for the current fiscal year.

Eli Lilly and Company Announces Dividend

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

Analyst Ratings Changes

A number of equities research analysts have recently weighed in on the company. Weiss Ratings cut Eli Lilly and Company from a “buy (b)” rating to a “buy (b-)” rating in a report on Tuesday, May 19th. UBS Group reaffirmed a “buy” rating on shares of Eli Lilly and Company in a report on Wednesday, March 18th. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Eli Lilly and Company in a report on Tuesday, March 10th. Bank of America lifted their price target on Eli Lilly and Company from $1,133.00 to $1,251.00 and gave the company a “buy” rating in a report on Tuesday, May 26th. Finally, Morgan Stanley reaffirmed an “overweight” rating on shares of Eli Lilly and Company in a report on Friday. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $1,227.00.

Key Headlines Impacting Eli Lilly and Company

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

• Positive Sentiment: CVS Caremark reversed its earlier exclusion and will now cover Eli Lilly’s Zepbound, a meaningful reimbursement win that could expand patient access and bolster obesity-drug sales. Article Title
• Positive Sentiment: WeightWatchers Med+ is now available through LillyDirect, reinforcing Lilly’s distribution ecosystem and strengthening its leadership in chronic weight management. Article Title
• Positive Sentiment: Lilly announced a new Phase 2b obesity trial for macupatide–eloralintide, adding another potential growth driver to its weight-loss pipeline beyond current GLP-1 products. Article Title
• Positive Sentiment: Jim Cramer highlighted Lilly as a potential winner against competitors, with attention on its new pill version of its weight-loss drug and broader competitive advantages. Article Title
• Positive Sentiment: Analysts and market commentary continue to frame LLY as a long-term winner, citing strong execution, deal-making, and diversification efforts beyond obesity drugs. Article Title
• Neutral Sentiment: Lilly also received coverage around its Phase 3 Libretto-432 cancer study and a $1.9 billion Ascidian partnership, both of which support the pipeline but are longer-term in nature. Article Title
• Neutral Sentiment: Broader health-care sector commentary and stock-screen articles were generally supportive, but they are less likely to be a direct driver of LLY’s move than the CVS and pipeline news. Article Title

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.