Fisher Asset Management LLC Has $4.95 Billion Stake in Eli Lilly and Company $LLY

Fisher Asset Management LLC raised its stake in Eli Lilly and Company (NYSE:LLY) by 3.4% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 4,606,327 shares of the company’s stock after purchasing an additional 153,265 shares during the period. Eli Lilly and Company accounts for approximately 1.7% of Fisher Asset Management LLC’s investment portfolio, making the stock its 12th biggest position. Fisher Asset Management LLC owned approximately 0.49% of Eli Lilly and Company worth $4,950,328,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently modified their holdings of the stock. Choate Investment Advisors increased its holdings in shares of Eli Lilly and Company by 9.4% in the fourth quarter. Choate Investment Advisors now owns 48,185 shares of the company’s stock valued at $51,783,000 after purchasing an additional 4,126 shares during the last quarter. Sandy Cove Advisors LLC increased its holdings in shares of Eli Lilly and Company by 5.0% in the fourth quarter. Sandy Cove Advisors LLC now owns 2,159 shares of the company’s stock valued at $2,320,000 after purchasing an additional 102 shares during the last quarter. Nia Impact Advisors LLC acquired a new position in shares of Eli Lilly and Company in the fourth quarter valued at $233,000. CYBER HORNET ETFs LLC increased its holdings in shares of Eli Lilly and Company by 5.2% in the fourth quarter. CYBER HORNET ETFs LLC now owns 2,312 shares of the company’s stock valued at $2,485,000 after purchasing an additional 115 shares during the last quarter. Finally, Westover Capital Advisors LLC increased its holdings in shares of Eli Lilly and Company by 9.9% in the fourth quarter. Westover Capital Advisors LLC now owns 2,071 shares of the company’s stock valued at $2,226,000 after purchasing an additional 187 shares during the last quarter. 82.53% of the stock is currently owned by institutional investors and hedge funds.

Eli Lilly and Company Trading Up 0.1%

LLY stock opened at $1,066.59 on Tuesday. The company has a debt-to-equity ratio of 1.26, a quick ratio of 1.10 and a current ratio of 1.50. The company’s 50-day simple moving average is $944.65 and its 200 day simple moving average is $1,005.65. 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 market capitalization of $1.00 trillion, a PE ratio of 37.89, a price-to-earnings-growth ratio of 1.16 and a beta of 0.48.

Eli Lilly and Company (NYSE:LLY) last released 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. 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 the consensus estimate of $17.82 billion. During the same period in the prior year, the company posted $3.34 earnings per share. Eli Lilly and Company’s revenue 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. As a group, sell-side analysts anticipate that Eli Lilly and Company will post 35.82 earnings per share for the current year.

Eli Lilly and Company Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, June 10th. Investors of record on Friday, May 15th will be paid a $1.73 dividend. The ex-dividend date is Friday, May 15th. This represents a $6.92 annualized dividend and a dividend yield of 0.6%. Eli Lilly and Company’s dividend payout ratio is 24.58%.

Trending Headlines about Eli Lilly and Company

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

• Positive Sentiment: UBS said Lilly’s late-stage retatrutide data showed strong obesity efficacy and a clear dose-response, with the highest dose producing about 28% weight loss at 80 weeks, reinforcing Lilly’s position in the fast-growing obesity market. Eli Lilly weight loss drug data supports long-term obesity market position, says UBS
• Positive Sentiment: Phase 1b Heart-2 results for VERVE-102 were reported as highly encouraging, with a single dose reducing PCSK9 by up to 88% and LDL-C by up to 62%, supporting Lilly’s case for a potential one-time treatment in high-risk cholesterol patients. A single dose of Lilly’s PCSK9 base editor, VERVE-102, reduced PCSK9 by up to 88% and LDL-C by up to 62%, with durable effects supporting its potential as a one-time treatment for hypercholesterolemia
• Positive Sentiment: Several market commentators highlighted Lilly as a long-term growth and “must-own” type of stock, which can reinforce investor confidence and keep sentiment constructive. Why Eli Lilly (LLY) is a Top Growth Stock for the Long-Term
• Neutral Sentiment: Independent stock-picking articles and hedge-fund stake updates included Lilly among attractive holdings, but these were mostly portfolio commentary rather than company-specific fundamentals. 5 Best Stocks for a Couch Potato portfolio
• Negative Sentiment: A separate lawsuit headline about drug reimbursements adds some legal overhang, though it appears less important than the recent positive pipeline news. COGIC responds after Eli Lilly files lawsuit over drug reimbursements

Wall Street Analyst Weigh In

Several equities analysts have commented on the stock. Zacks Research downgraded shares of Eli Lilly and Company from a “strong-buy” rating to a “hold” rating in a report on Friday, January 30th. Freedom Capital upgraded shares of Eli Lilly and Company from a “hold” rating to a “strong-buy” rating in a report on Tuesday, February 10th. JPMorgan Chase & Co. upped their price objective on shares of Eli Lilly and Company from $1,150.00 to $1,300.00 and gave the company an “overweight” rating in a report on Thursday, February 5th. Berenberg Bank upped their price objective on shares of Eli Lilly and Company from $950.00 to $1,050.00 and gave the company a “hold” rating in a report on Thursday, February 19th. Finally, Scotiabank reiterated an “outperform” rating and issued a $1,300.00 price objective on shares of Eli Lilly and Company in a report on Thursday, February 5th. 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 assigned a Sell rating to the stock. Based on data from MarketBeat, Eli Lilly and Company currently has a consensus rating of “Moderate Buy” and an average price target of $1,220.37.

About Eli Lilly and Company

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.