Generate Investment Management Ltd Has $25.02 Million Stock Holdings in Eli Lilly and Company $LLY

Generate Investment Management Ltd trimmed its position in Eli Lilly and Company (NYSE:LLY) by 42.6% in the first quarter, HoldingsChannel.com reports. The institutional investor owned 27,197 shares of the company’s stock after selling 20,198 shares during the quarter. Eli Lilly and Company comprises approximately 1.2% of Generate Investment Management Ltd’s portfolio, making the stock its 21st largest holding. Generate Investment Management Ltd’s holdings in Eli Lilly and Company were worth $25,015,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently added to or reduced their stakes in LLY. Vanguard Group Inc. grew its position in Eli Lilly and Company by 1.2% in the 4th quarter. Vanguard Group Inc. now owns 81,965,974 shares of the company’s stock valued at $88,087,193,000 after purchasing an additional 1,006,885 shares during the period. State Street Corp increased its stake in Eli Lilly and Company by 1.8% during the 4th quarter. State Street Corp now owns 35,361,916 shares of the company’s stock valued at $38,002,744,000 after purchasing an additional 635,358 shares in the last quarter. Capital Research Global Investors raised its holdings in Eli Lilly and Company by 20.9% during the third quarter. Capital Research Global Investors now owns 25,088,371 shares of the company’s stock worth $19,141,787,000 after buying an additional 4,332,008 shares during the last quarter. Morgan Stanley lifted its stake in shares of Eli Lilly and Company by 2.7% in the fourth quarter. Morgan Stanley now owns 15,593,019 shares of the company’s stock valued at $16,757,510,000 after buying an additional 407,166 shares in the last quarter. Finally, Capital World Investors grew its holdings in shares of Eli Lilly and Company by 0.4% during the fourth quarter. Capital World Investors now owns 15,031,750 shares of the company’s stock valued at $16,154,619,000 after buying an additional 61,851 shares during the last quarter. Institutional investors and hedge funds own 82.53% of the company’s stock.

Key Stories Impacting Eli Lilly and Company

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

• Positive Sentiment: Eli Lilly expanded its neuroscience pipeline with a new research collaboration with BioArctic, combining Lilly’s drug candidate with BioArctic’s BrainTransporter technology to develop a potential treatment for neurodegenerative disease; the deal included a $30 million upfront payment and reinforces Lilly’s pipeline growth strategy. BioArctic and Lilly sign research and collaboration agreement combining Lilly compound with BioArctic’s BrainTransporter™ technology
• Positive Sentiment: The company was also cleared to advance its planned acquisition of Centessa by the High Court of Justice of England and Wales, supporting Lilly’s efforts to broaden its drug portfolio and add to future growth drivers. Acquisition of Centessa by Lilly Approved by the High Court of Justice of England and Wales
• Positive Sentiment: Reuters reported that Lilly expects to launch its weight-loss pill in Europe and Britain in late 2026 or early 2027, extending the commercial opportunity for its obesity franchise outside the U.S. Eli Lilly says Trump pricing policy will affect obesity drug launches in Europe
• Positive Sentiment: Analysts and commentary continued to highlight Lilly’s strong growth profile, including surging sales for Mounjaro and Zepbound and optimism around the still-expanding GLP-1 market, which supports the stock’s premium valuation. Eli Lilly (LLY) Opens Data Center to Smaller Biotech Firms as It Chases Drug Discoveries
• Neutral Sentiment: Lilly declared a quarterly dividend of $1.73 per share, a routine capital return update that is supportive but not likely to move the stock materially on its own. Lilly declares third-quarter 2026 dividend
• Neutral Sentiment: The healthcare sector itself was firmer in afternoon trading, providing a favorable backdrop for Eli Lilly alongside broader rotation into defensive/healthcare names. Sector Update: Healthcare Stocks Advance in Afternoon Trading
• Neutral Sentiment: Some headlines noted investor enthusiasm around Lilly’s stock and its GLP-1 leadership, but these were largely commentary pieces rather than new fundamental catalysts. Here is What to Know Beyond Why Eli Lilly and Company (LLY) is a Trending Stock
• Negative Sentiment: One Reuters report said Trump pricing policy could complicate Lilly’s obesity-drug launches in Europe, creating some regulatory and pricing uncertainty for an important growth franchise. Eli Lilly says Trump pricing policy will affect obesity drug launches in Europe

Eli Lilly and Company Price Performance

Eli Lilly and Company stock opened at $1,110.37 on Wednesday. Eli Lilly and Company has a 52 week low of $623.78 and a 52 week high of $1,182.73. The company’s 50 day moving average price is $1,022.46 and its two-hundred day moving average price is $1,018.08. The stock has a market cap of $1.05 trillion, a P/E ratio of 39.44, a P/E/G ratio of 1.20 and a beta of 0.53. The company has a quick ratio of 1.10, a current ratio of 1.50 and a debt-to-equity ratio of 1.26.

Eli Lilly and Company (NYSE:LLY) last released its earnings results on Thursday, April 30th. The company reported $8.55 earnings per share (EPS) for the quarter, beating the consensus estimate of $6.97 by $1.58. The company had revenue of $19.80 billion during the quarter, compared to analyst estimates of $17.82 billion. Eli Lilly and Company had a return on equity of 105.77% 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 period in the prior year, the company posted $3.34 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. On average, equities analysts predict that Eli Lilly and Company will post 35.8 earnings per share for the current year.

Eli Lilly and Company Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Friday, August 14th 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, August 14th. Eli Lilly and Company’s payout ratio is presently 24.58%.

Analyst Ratings Changes

A number of equities research analysts recently weighed in on the stock. Jefferies Financial Group upped their target price on shares of Eli Lilly and Company from $1,330.00 to $1,350.00 and gave the stock a “buy” rating in a report on Tuesday, June 9th. 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. Morgan Stanley reissued an “overweight” rating on shares of Eli Lilly and Company in a research note on Friday, June 5th. Rothschild & Co Redburn lifted their target price on Eli Lilly and Company from $880.00 to $900.00 in a research report on Thursday, May 7th. Finally, BMO Capital Markets reiterated an “outperform” rating on shares of Eli Lilly and Company in a report on Monday, June 15th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $1,230.89.

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.