Hsbc Holdings PLC Buys 56,672 Shares of Eli Lilly and Company $LLY

Hsbc Holdings PLC boosted its stake in Eli Lilly and Company (NYSE:LLY) by 2.9% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,984,556 shares of the company’s stock after purchasing an additional 56,672 shares during the quarter. Eli Lilly and Company comprises approximately 1.2% of Hsbc Holdings PLC’s portfolio, making the stock its 12th biggest holding. Hsbc Holdings PLC’s holdings in Eli Lilly and Company were worth $2,134,341,000 as of its most recent SEC filing.

Other hedge funds have also bought and sold shares of the company. Spire Wealth Management boosted its holdings in shares of Eli Lilly and Company by 2.2% in the 4th quarter. Spire Wealth Management now owns 27,719 shares of the company’s stock worth $29,789,000 after purchasing an additional 592 shares in the last quarter. Coldstream Capital Management Inc. increased its position in shares of Eli Lilly and Company by 25.6% during the 3rd quarter. Coldstream Capital Management Inc. now owns 42,418 shares of the company’s stock valued at $32,365,000 after purchasing an additional 8,659 shares during the last quarter. Farther Finance Advisors LLC raised its holdings in shares of Eli Lilly and Company by 30.8% during the 4th quarter. Farther Finance Advisors LLC now owns 31,145 shares of the company’s stock valued at $33,471,000 after buying an additional 7,338 shares in the last quarter. Teachers Retirement System of The State of Kentucky raised its holdings in shares of Eli Lilly and Company by 3.5% during the 3rd quarter. Teachers Retirement System of The State of Kentucky now owns 165,165 shares of the company’s stock valued at $126,022,000 after buying an additional 5,595 shares in the last quarter. Finally, Stonebridge Capital Advisors LLC lifted its position in Eli Lilly and Company by 318.1% in the 3rd quarter. Stonebridge Capital Advisors LLC now owns 10,519 shares of the company’s stock worth $8,026,000 after buying an additional 8,003 shares during the last quarter. 82.53% of the stock is currently owned by institutional investors.

Eli Lilly and Company Price Performance

Shares of Eli Lilly and Company stock opened at $1,098.78 on Friday. The firm has a market cap of $1.03 trillion, a PE ratio of 39.03, a price-to-earnings-growth ratio of 1.20 and a beta of 0.53. Eli Lilly and Company has a 12-month low of $623.78 and a 12-month high of $1,182.73. The company has a quick ratio of 1.10, a current ratio of 1.50 and a debt-to-equity ratio of 1.26. The company’s fifty day simple moving average is $1,016.10 and its two-hundred day simple moving average is $1,017.41.

Eli Lilly and Company (NYSE:LLY) last issued its quarterly earnings data on Thursday, April 30th. The company reported $8.55 EPS for the quarter, beating the consensus estimate of $6.97 by $1.58. The firm had revenue of $19.80 billion during the quarter, compared to the consensus estimate of $17.82 billion. Eli Lilly and Company had a net margin of 34.98% and a return on equity of 105.77%. The company’s quarterly revenue was up 55.5% compared to the same quarter last year. During the same period in the prior year, the firm posted $3.34 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. As a group, equities analysts expect that Eli Lilly and Company will post 35.8 EPS for the current year.

Eli Lilly and Company Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Wednesday, June 10th. Shareholders of record on Friday, May 15th were given a dividend of $1.73 per share. The ex-dividend date of this dividend was Friday, May 15th. This represents a $6.92 dividend on an annualized basis and a yield of 0.6%. Eli Lilly and Company’s dividend payout ratio is presently 24.58%.

Analyst Upgrades and Downgrades

Several brokerages have issued reports on LLY. BMO Capital Markets reaffirmed an “outperform” rating on shares of Eli Lilly and Company in a research note on Monday, June 15th. Morgan Stanley reissued an “overweight” rating on shares of Eli Lilly and Company in a research note on Friday, June 5th. Bank of America upped their price objective on shares of Eli Lilly and Company from $1,133.00 to $1,251.00 and gave the company a “buy” rating in a research note on Tuesday, May 26th. HSBC lowered shares of Eli Lilly and Company from a “hold” rating to a “reduce” rating and reduced their target price for the company from $1,070.00 to $850.00 in a report on Tuesday, March 17th. Finally, Wall Street Zen upgraded shares of Eli Lilly and Company from a “buy” rating to a “strong-buy” rating in a research report on Saturday, May 2nd. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $1,227.74.

More Eli Lilly and Company News

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

• Positive Sentiment: Lilly’s latest quarter showed standout fundamentals, with revenue up 55.5% year over year to $19.80 billion and full-year guidance raised to $82 billion-$85 billion, reinforcing the company’s leadership in GLP-1 drugs like Mounjaro. Prediction: Eli Lilly Will Trade at $1,200 on This Date
• Positive Sentiment: Analysts and market commentators remain bullish, citing Lilly’s rapid earnings growth, heavy manufacturing investment, and ongoing leadership in obesity and diabetes treatments as reasons the stock could keep climbing. Under Dave Ricks, Lilly Is Minting Money on GLP-1 Drugs and Spending It Wisely
• Positive Sentiment: New collaborations around Lilly TuneLab, including partnerships with Charles River and Chai Discovery, expand the company’s AI-driven drug discovery ecosystem and could support longer-term pipeline productivity. Chai Discovery Collaborates with Lilly TuneLab to Offer AI Capabilities to Select Biotechs
• Neutral Sentiment: Several articles highlighted ongoing pipeline progress, including completion of trials for retatrutide and mevidalen, which are worth watching but did not include definitive late-stage results. Retatrutide Trial Completion Signals Next Step for Eli Lilly’s Diabetes Pipeline
• Neutral Sentiment: Some commentary framed Lilly as still undervalued relative to its growth narrative and pointed to AI-driven healthcare as another possible upside theme, but these pieces were largely opinion-based rather than new company-specific catalysts. Eli Lilly (LLY) Stock Could Be 24.7% Undervalued on Its Growth Narrative
• Negative Sentiment: LLY also saw a short-term pullback in the prior session, showing that even with strong fundamentals, investors have been taking some profits after the stock’s big run. Eli Lilly (LLY) Stock Sinks As Market Gains: What You Should Know
• Negative Sentiment: A report that Lilly has begun denying some 340B discounts could create friction with healthcare buyers and adds a potential reimbursement-related overhang. Eli Lilly begins denying 340B discounts

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.