Nippon Life Global Investors Americas Inc. Has $81.74 Million Position in Eli Lilly and Company $LLY

Nippon Life Global Investors Americas Inc. lifted its holdings in Eli Lilly and Company (NYSE:LLY) by 1.0% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 76,060 shares of the company’s stock after buying an additional 780 shares during the quarter. Eli Lilly and Company comprises 3.4% of Nippon Life Global Investors Americas Inc.’s portfolio, making the stock its 7th biggest holding. Nippon Life Global Investors Americas Inc.’s holdings in Eli Lilly and Company were worth $81,740,000 as of its most recent SEC filing.

A number of other institutional investors have also made changes to their positions in LLY. New Hampshire Trust increased its position in Eli Lilly and Company by 28.7% in the fourth quarter. New Hampshire Trust now owns 946 shares of the company’s stock worth $1,017,000 after purchasing an additional 211 shares during the period. First National Bank & Trust Co. of Newtown increased its position in Eli Lilly and Company by 1.8% in the fourth quarter. First National Bank & Trust Co. of Newtown now owns 3,240 shares of the company’s stock worth $3,482,000 after purchasing an additional 56 shares during the period. Wheelhouse Advisory Group LLC acquired a new stake in Eli Lilly and Company in the fourth quarter worth about $1,226,000. Aprio Wealth Management LLC increased its position in Eli Lilly and Company by 41.9% in the fourth quarter. Aprio Wealth Management LLC now owns 3,767 shares of the company’s stock worth $4,048,000 after purchasing an additional 1,112 shares during the period. Finally, D.A. Davidson & CO. increased its position in Eli Lilly and Company by 3.6% in the fourth quarter. D.A. Davidson & CO. now owns 49,918 shares of the company’s stock worth $53,636,000 after purchasing an additional 1,730 shares during the period. 82.53% of the stock is owned by institutional investors.

Eli Lilly and Company Price Performance

NYSE LLY opened at $937.04 on Friday. The business has a 50 day simple moving average of $947.05 and a 200 day simple moving average of $984.98. Eli Lilly and Company has a 52-week low of $623.78 and a 52-week high of $1,133.95. The company has a debt-to-equity ratio of 1.54, a quick ratio of 1.19 and a current ratio of 1.58. The stock has a market cap of $885.33 billion, a price-to-earnings ratio of 40.83, a PEG ratio of 1.00 and a beta of 0.51.

Eli Lilly and Company (NYSE:LLY) last posted 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. Eli Lilly and Company had a return on equity of 102.94% and a net margin of 31.66%.The business had revenue of $19.80 billion during the quarter, compared to analysts’ expectations of $17.82 billion. During the same period in the prior year, the business earned $3.34 EPS. Eli Lilly and Company’s revenue for the quarter was up 55.5% compared to the same quarter last year. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. Analysts anticipate that Eli Lilly and Company will post 33.79 earnings per share for the current fiscal year.

More Eli Lilly and Company News

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

• Positive Sentiment: Earnings beat and guidance raise — Lilly reported Q1 revenue of $19.8B (up ~56% YoY) and non‑GAAP EPS that topped estimates; management raised full‑year 2026 revenue and EPS guidance. Lilly Q1 press release
• Positive Sentiment: GLP-1 sales are the growth engine — Mounjaro and Zepbound volumes drove huge top‑line growth and analysts/Jim Cramer highlighted the large addressable weight‑loss market as a multi‑year tailwind. GLP-1 Sales Continue to Lift Eli Lilly
• Positive Sentiment: Regulatory move could limit compounded competitors — the FDA proposed excluding active ingredients in tirzepatide/semaglutide from the 503B bulks list, which would curb large‑scale compounding of cheaper alternatives and support branded sales. FDA proposes excluding weight-loss drugs from compounding list
• Positive Sentiment: Foundayo pill early uptake — management said more than 20,000 people have started the newly launched oral GLP‑1 pill, supporting upside potential for incremental sales beyond injections. More than 20,000 people are taking Eli Lilly’s weight loss pill
• Neutral Sentiment: Pipeline and tech partnerships — Lilly signed a multi‑year ~$2.25B AI/genetics deal to advance recombinase-based gene editing, which is strategic for long‑term growth but not immediately revenue‑generating. Eli Lilly Signs Up To $2.25 Billion AI Gene Editing Deal
• Neutral Sentiment: Full earnings detail available — the Q1 earnings call transcript and slides give color on volume vs. price, channel mix and Foundayo expectations for investors who want to dig into the drivers. Eli Lilly Q1 2026 Earnings Call Transcript
• Negative Sentiment: Pricing pressure and lower realized prices — management noted strong volume but lower realized prices for GLP‑1s partially offset revenue growth; sustained price erosion would limit margin upside. FT: Lilly profits more than double as weight-loss drug sales soar
• Negative Sentiment: Competition and generics risk — approvals of generic GLP‑1s abroad and mixed early social‑data on Foundayo vs. peers create execution and share‑loss risk that investors should monitor. LLY falls as Canada approves generic weight-loss drugs

Analyst Ratings Changes

A number of analysts recently commented on the company. JPMorgan Chase & Co. lifted their price objective on Eli Lilly and Company from $1,150.00 to $1,300.00 and gave the stock an “overweight” rating in a research report on Thursday, February 5th. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and issued a $1,285.00 price objective on shares of Eli Lilly and Company in a research report on Friday, March 6th. Wells Fargo & Company lifted their price objective on Eli Lilly and Company from $1,200.00 to $1,280.00 and gave the stock an “overweight” rating in a research report on Thursday, February 5th. Wall Street Zen lowered Eli Lilly and Company from a “strong-buy” rating to a “buy” rating in a research report on Monday, April 6th. Finally, Rothschild & Co Redburn increased their price target on shares of Eli Lilly and Company from $875.00 to $880.00 and gave the company a “neutral” rating in a research report on Friday, April 10th. 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 given a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $1,216.52.

Eli Lilly and Company 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.