Comgest Global Investors S.A.S. Sells 89,083 Shares of Eli Lilly and Company $LLY

Comgest Global Investors S.A.S. cut its holdings in Eli Lilly and Company (NYSE:LLY) by 24.6% during the 3rd quarter, Holdings Channel reports. The fund owned 272,406 shares of the company’s stock after selling 89,083 shares during the period. Eli Lilly and Company comprises 3.7% of Comgest Global Investors S.A.S.’s portfolio, making the stock its 11th biggest holding. Comgest Global Investors S.A.S.’s holdings in Eli Lilly and Company were worth $207,846,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the business. Laurel Wealth Advisors LLC raised its stake in shares of Eli Lilly and Company by 78,621.2% in the second quarter. Laurel Wealth Advisors LLC now owns 11,552,336 shares of the company’s stock valued at $9,005,392,000 after acquiring an additional 11,537,661 shares in the last quarter. Norges Bank purchased a new position in shares of Eli Lilly and Company in the 2nd quarter valued at about $8,827,714,000. Vanguard Group Inc. grew its position in shares of Eli Lilly and Company by 1.5% during the second quarter. Vanguard Group Inc. now owns 80,407,430 shares of the company’s stock worth $62,680,004,000 after buying an additional 1,183,038 shares in the last quarter. Franklin Resources Inc. increased its stake in shares of Eli Lilly and Company by 13.4% during the second quarter. Franklin Resources Inc. now owns 4,766,865 shares of the company’s stock worth $3,715,913,000 after buying an additional 564,736 shares during the period. Finally, Canada Pension Plan Investment Board increased its stake in shares of Eli Lilly and Company by 87.2% during the second quarter. Canada Pension Plan Investment Board now owns 1,152,281 shares of the company’s stock worth $898,238,000 after buying an additional 536,679 shares during the period. 82.53% of the stock is currently owned by institutional investors.

Eli Lilly and Company Stock Down 1.4%

Shares of Eli Lilly and Company stock opened at $1,021.53 on Thursday. Eli Lilly and Company has a 1-year low of $623.78 and a 1-year high of $1,133.95. The company has a market capitalization of $963.67 billion, a PE ratio of 44.51, a P/E/G ratio of 1.21 and a beta of 0.39. 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 business has a 50-day moving average of $1,054.92 and a 200-day moving average of $913.16.

Eli Lilly and Company (NYSE:LLY) last released its quarterly earnings results on Wednesday, February 4th. The company reported $7.54 earnings per share for the quarter, topping analysts’ consensus estimates of $7.48 by $0.06. The business had revenue of $19.29 billion during the quarter, compared to the consensus estimate of $17.85 billion. Eli Lilly and Company had a net margin of 31.66% and a return on equity of 102.94%. The business’s quarterly revenue was up 42.6% compared to the same quarter last year. During the same quarter last year, the company earned $5.32 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. As a group, equities analysts forecast that Eli Lilly and Company will post 23.48 EPS for the current fiscal year.

Eli Lilly and Company Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Friday, February 13th will be issued a dividend of $1.73 per share. The ex-dividend date of this dividend is Friday, February 13th. This represents a $6.92 dividend on an annualized basis and a yield of 0.7%. This is a boost from Eli Lilly and Company’s previous quarterly dividend of $1.50. Eli Lilly and Company’s dividend payout ratio (DPR) is 30.15%.

Key Eli Lilly and Company News

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

• Positive Sentiment: Lilly reported a first‑of‑its‑kind Phase 3b win showing its psoriasis drug Taltz (ixekizumab) plus Zepbound (tirzepatide) delivered superior efficacy — supports cross‑indication use and adds upside to Zepbound’s market opportunity. Lilly chalks up another trial win for Zepbound-Taltz combo in bid to break down psoriasis, obesity ‘silos’
• Positive Sentiment: Eli Lilly struck an exclusive licensing deal with CSL for clazakizumab (kidney disease indication), a deal worth up front and development consideration that broadens near‑term partnering and non‑GLP‑1 revenue potential. Eli Lilly Enters $100 Million Licensing Agreement with CSL Limited for Clazakizumab
• Positive Sentiment: Analysts raised their price target (Daiwa to $1,250) and the company’s recent EPS beat and FY‑2026 guidance remain supportive of multi‑year earnings growth. Daiwa Securities adjusts price target on Eli Lilly to $1,250
• Positive Sentiment: Medicare’s expansion of coverage for GLP‑1 weight‑loss drugs is easing pricing concerns and reduces a policy overhang that had pressured valuations. Eli Lilly and Company (LLY) Gains as Medicare Expansion of GLP-1 Weight Loss Drugs Eases Pricing Concerns
• Positive Sentiment: Retevmo showed promise in an adjuvant setting, expanding Lilly’s oncology franchise beyond core metabolic assets. Lilly scores rare cancer drug Retevmo adjuvant therapy
• Neutral Sentiment: Jim Cramer discussed Lilly and its weight‑loss drugs — a media boost but not a structural catalyst. Jim Cramer Discusses Eli Lilly (LLY) & Weight Loss Drugs
• Neutral Sentiment: Coverage pieces argue Lilly is leading the GLP‑1 race vs Novo Nordisk — bullish narrative but depends on trial, launch execution and pricing dynamics. Eli Lilly Trumps Novo Nordisk In GLP-1 Race
• Negative Sentiment: Analyst pieces highlight mounting competition in obesity (oral orforglipron, retatrutide and rivals) and the need for next‑gen launches to sustain growth — a valid risk to forecasts and valuation. Can LLY’s Next-Gen Obesity Pipeline Sustain Growth Amid Competition?

Analysts Set New Price Targets

A number of research firms have recently commented on LLY. Guggenheim cut their target price on Eli Lilly and Company from $1,163.00 to $1,161.00 and set a “buy” rating on the stock in a research report on Tuesday, January 20th. BMO Capital Markets reaffirmed an “outperform” rating and issued a $1,300.00 target price on shares of Eli Lilly and Company in a report on Thursday, February 5th. Cantor Fitzgerald increased their price target on shares of Eli Lilly and Company from $985.00 to $1,205.00 and gave the stock an “overweight” rating in a research note on Thursday, February 5th. National Bank Financial set a $1,286.00 price target on Eli Lilly and Company in a report on Monday, December 1st. Finally, HSBC reissued a “hold” rating and set a $1,070.00 target price on shares of Eli Lilly and Company in a research note on Wednesday, December 10th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating and five have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $1,219.68.

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.