Mitsubishi UFJ Trust & Banking Corp Raises Stake in Eli Lilly and Company $LLY

Mitsubishi UFJ Trust & Banking Corp boosted its holdings in Eli Lilly and Company (NYSE:LLY) by 2.7% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 439,232 shares of the company’s stock after buying an additional 11,619 shares during the period. Eli Lilly and Company makes up about 1.1% of Mitsubishi UFJ Trust & Banking Corp’s investment portfolio, making the stock its 10th largest position. Mitsubishi UFJ Trust & Banking Corp’s holdings in Eli Lilly and Company were worth $472,054,000 at the end of the most recent quarter.

Several other institutional investors also recently added to or reduced their stakes in LLY. Brighton Jones LLC increased its position in Eli Lilly and Company by 22.0% in the 4th quarter. Brighton Jones LLC now owns 9,597 shares of the company’s stock worth $7,409,000 after buying an additional 1,730 shares during the period. Revolve Wealth Partners LLC grew its holdings in shares of Eli Lilly and Company by 2.8% during the 4th quarter. Revolve Wealth Partners LLC now owns 1,471 shares of the company’s stock worth $1,136,000 after purchasing an additional 40 shares in the last quarter. Schnieders Capital Management LLC. grew its holdings in shares of Eli Lilly and Company by 16.7% during the 2nd quarter. Schnieders Capital Management LLC. now owns 7,993 shares of the company’s stock worth $6,231,000 after purchasing an additional 1,141 shares in the last quarter. Flow Traders U.S. LLC acquired a new stake in shares of Eli Lilly and Company during the 2nd quarter worth approximately $356,000. Finally, Nebula Research & Development LLC acquired a new stake in shares of Eli Lilly and Company during the 2nd quarter worth approximately $749,000. 82.53% of the stock is owned by institutional investors.

Eli Lilly and Company News Summary

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

• Positive Sentiment: Q1 results and guidance boost: Lilly reported roughly $19.8B revenue and $8.55 non‑GAAP EPS (well above consensus), raised 2026 revenue guidance to $82–85B and lifted EPS guidance to $35.50–37 — a primary driver of the rally. Eli Lilly raises annual profit forecast as GLP-1 drugs fuel growth
• Positive Sentiment: Foundayo (oral GLP‑1) early traction: Foundayo — the first oral GLP‑1 with no food/water timing restrictions — has seen early prescriptions (management cites >20,000 patients), supporting longer‑term market share and convenience advantages versus rivals. Lilly’s Double-Beat Widens the GLP-1 Gap—And a New Pill Could Make It Permanent
• Positive Sentiment: Regulatory tailwind for pricing/protection: The FDA proposed excluding key GLP‑1 active ingredients from the compounding bulk list — a move that would limit cheaper mass compounding and help protect branded volumes/pricing. US FDA proposes excluding weight-loss drugs from compounding list
• Positive Sentiment: Street upgrades and higher price targets: Major banks raised price targets and reiterated buy/overweight ratings after the results and guidance, supporting momentum from institutional analysts. Cantor Fitzgerald raises PT
• Neutral Sentiment: Novo’s oral rollout increases scrutiny: Novo Nordisk is expanding its oral GLP‑1 presence (rebranded Rybelsus/Ozempic pills across many pharmacies), a development investors will watch but which hasn’t flipped the narrative away from Lilly yet. Novo Launches Ozempic Pills Across 70,000 US Pharmacies
• Neutral Sentiment: Valuation and long‑term upside debate: Several analyses highlight a tension between Lilly’s strong top‑line growth and a stretched valuation after multi‑year gains; some see material upside if GLP‑1 momentum persists, others caution about multiple compression risk. Eli Lilly Stock’s Path To 30% Upside
• Negative Sentiment: Competitive and pricing pressure risks remain: PBM/insurer negotiation, faster ramps from rivals and longer‑term generic/compounding threats could pressure realized prices and margin expansion — a risk highlighted in market commentary despite the quarter’s beat. Fast Money panel on Novo vs Lilly
• Negative Sentiment: Regulatory / stakeholder friction: Hospital groups have pushed back on certain Lilly data/340B requests, which could create policy or reimbursement friction to monitor. AHA urges HHS to block Lilly 340B data demands

Eli Lilly and Company Price Performance

Shares of LLY stock opened at $965.19 on Friday. The stock’s fifty day simple moving average is $947.05 and its 200 day simple moving average is $984.98. The company has a debt-to-equity ratio of 1.54, a current ratio of 1.58 and a quick ratio of 1.19. The firm has a market cap of $911.93 billion, a price-to-earnings ratio of 42.06, a P/E/G ratio of 1.10 and a beta of 0.48. Eli Lilly and Company has a one year low of $623.78 and a one year high of $1,133.95.

Eli Lilly and Company (NYSE:LLY) last announced its quarterly earnings results on Thursday, April 30th. The company reported $8.55 EPS for the quarter, beating the consensus estimate of $6.97 by $1.58. The business had revenue of $19.80 billion for the quarter, compared to analyst estimates of $17.82 billion. Eli Lilly and Company had a return on equity of 115.33% and a net margin of 34.98%.Eli Lilly and Company’s quarterly revenue was up 55.5% on a year-over-year basis. During the same quarter in the previous year, the firm earned $3.34 EPS. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. On average, analysts expect that Eli Lilly and Company will post 33.79 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

LLY has been the topic of several recent research reports. Deutsche Bank Aktiengesellschaft reissued 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. Guggenheim lifted their price objective on Eli Lilly and Company from $1,163.00 to $1,183.00 and gave the stock a “buy” rating in a report on Tuesday, April 21st. HSBC lowered Eli Lilly and Company from a “hold” rating to a “reduce” rating and decreased their price objective for the stock from $1,070.00 to $850.00 in a report on Tuesday, March 17th. Berenberg Bank lifted their price objective on Eli Lilly and Company from $950.00 to $1,050.00 and gave the stock a “hold” rating in a report on Thursday, February 19th. Finally, Argus lifted their price objective on Eli Lilly and Company from $930.00 to $1,200.00 and gave the stock a “buy” rating in a report on Monday, February 9th. Two analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $1,218.93.

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.