Sumitomo Mitsui Trust Group Inc. Has $1.49 Billion Stake in Eli Lilly and Company $LLY

Sumitomo Mitsui Trust Group Inc. lifted its holdings in Eli Lilly and Company (NYSE:LLY) by 1.3% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,959,032 shares of the company’s stock after acquiring an additional 25,931 shares during the quarter. Eli Lilly and Company makes up approximately 0.9% of Sumitomo Mitsui Trust Group Inc.’s holdings, making the stock its 13th largest holding. Sumitomo Mitsui Trust Group Inc. owned about 0.21% of Eli Lilly and Company worth $1,494,741,000 at the end of the most recent quarter.

A number of other large investors have also bought and sold shares of LLY. Braun Bostich & Associates Inc. boosted its stake in Eli Lilly and Company by 2.5% in the second quarter. Braun Bostich & Associates Inc. now owns 527 shares of the company’s stock worth $411,000 after purchasing an additional 13 shares in the last quarter. Rise Advisors LLC lifted its position in Eli Lilly and Company by 1.8% during the 2nd quarter. Rise Advisors LLC now owns 732 shares of the company’s stock worth $571,000 after buying an additional 13 shares in the last quarter. Occidental Asset Management LLC grew its holdings in Eli Lilly and Company by 0.7% during the 2nd quarter. Occidental Asset Management LLC now owns 1,966 shares of the company’s stock worth $1,533,000 after acquiring an additional 13 shares during the last quarter. New Insight Wealth Advisors increased its position in Eli Lilly and Company by 3.4% in the 2nd quarter. New Insight Wealth Advisors now owns 394 shares of the company’s stock valued at $307,000 after acquiring an additional 13 shares in the last quarter. Finally, Dash Acquisitions Inc. raised its stake in shares of Eli Lilly and Company by 2.8% in the second quarter. Dash Acquisitions Inc. now owns 485 shares of the company’s stock worth $387,000 after acquiring an additional 13 shares during the last quarter. 82.53% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of brokerages recently weighed in on LLY. CICC Research raised their price target on shares of Eli Lilly and Company from $801.00 to $1,060.00 and gave the company a “neutral” rating in a report on Thursday, November 13th. Wolfe Research increased their price objective on Eli Lilly and Company from $1,050.00 to $1,250.00 and gave the company an “outperform” rating in a research report on Wednesday, December 3rd. Daiwa America raised Eli Lilly and Company from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, December 16th. HSBC restated a “hold” rating and set a $1,070.00 target price on shares of Eli Lilly and Company in a research report on Wednesday, December 10th. Finally, Weiss Ratings reiterated a “buy (b-)” rating on shares of Eli Lilly and Company in a report on Monday, December 22nd. Five equities research analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Buy” and an average target price of $1,169.00.

More Eli Lilly and Company News

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

• Positive Sentiment: Nvidia partnership — Lilly and Nvidia will fund a San Francisco Bay Area co‑innovation AI lab with up to $1 billion committed over five years to accelerate AI‑driven drug discovery; the deal boosts Lilly’s AI capabilities and signal‑markets view it as a major productivity/innovation catalyst. Nvidia, Eli Lilly to spend $1 billion over five years on joint research lab
• Positive Sentiment: Ventyx acquisition — Markets reacted positively to Lilly’s deal for Ventyx Biosciences (inflammation‑focused assets that could complement Lilly’s GLP‑1 franchise), which investors interpret as strategic bolt‑on M&A that expands weight‑loss program adjacencies and clinical upside. Eli Lilly Stock Broke Out Following Plan To Acquire Ventyx Biosciences
• Positive Sentiment: Manufacturing expansion — Lilly’s large Houston manufacturing project (multi‑billion dollar plant) supports production capacity for growing drug volumes and reduces supply risk, a positive for long‑term revenue visibility. Texas seals Eli Lilly’s plans for $7B manufacturing plant in Houston biotech hub
• Positive Sentiment: Supply reassurance for orforglipron — Lilly said it’s confident in supply ahead of expected U.S. approval for its oral weight‑loss candidate, reducing near‑term execution risk around a potential major launch. Lilly says it’s confident weight-loss pill supply ahead of U.S. approval
• Neutral Sentiment: Aktis/AKTS exposure and other biotech bets — Lilly’s equity and collaboration investments (e.g., Aktis) signal diversified R&D exposure but remain speculative and will only move LLY materially if programs hit milestones.
• Neutral Sentiment: Analyst commentary & price forecasts — Several outlets reiterated growth narratives and long‑term forecasts (Zacks, Motley Fool, 24/7 Wall St. pieces), supporting investor sentiment but not immediate fundamentals.
• Negative Sentiment: Competition from Novo Nordisk’s Wegovy pill — The launch of an oral Wegovy competitor increases market competition in the oral weight‑loss category and was earlier cited as the key near‑term headwind that pressured LLY shares. (Market reaction has been mixed as investors weigh competition vs. Lilly’s pipeline and M&A.)

Eli Lilly and Company Stock Performance

LLY stock opened at $1,080.92 on Tuesday. Eli Lilly and Company has a twelve month low of $623.78 and a twelve month high of $1,133.95. The company has a quick ratio of 1.24, a current ratio of 1.55 and a debt-to-equity ratio of 1.71. The company has a market cap of $1.02 trillion, a P/E ratio of 52.88, a price-to-earnings-growth ratio of 0.77 and a beta of 0.35. The business’s fifty day moving average is $1,040.85 and its 200-day moving average is $863.67.

Eli Lilly and Company (NYSE:LLY) last announced its quarterly earnings data on Thursday, October 30th. The company reported $7.02 EPS for the quarter, topping analysts’ consensus estimates of $6.42 by $0.60. Eli Lilly and Company had a return on equity of 109.52% and a net margin of 30.99%.The business had revenue of $17.60 billion during the quarter, compared to analysts’ expectations of $16.09 billion. During the same period in the previous year, the firm earned $1.18 earnings per share. The firm’s quarterly revenue was up 53.9% compared to the same quarter last year. Eli Lilly and Company has set its FY 2025 guidance at 23.000-23.700 EPS. Equities research analysts forecast that Eli Lilly and Company will post 23.48 EPS for the current year.

Eli Lilly and Company Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Friday, February 13th will be paid a $1.73 dividend. This is a boost from Eli Lilly and Company’s previous quarterly dividend of $1.50. The ex-dividend date of this dividend is Friday, February 13th. This represents a $6.92 dividend on an annualized basis and a dividend yield of 0.6%. Eli Lilly and Company’s dividend payout ratio (DPR) is currently 29.35%.

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.