Munich Reinsurance Co Stock Corp in Munich Makes New $55.90 Million Investment in Eli Lilly and Company $LLY

Munich Reinsurance Co Stock Corp in Munich acquired a new stake in shares of Eli Lilly and Company (NYSE:LLY) during the third quarter, HoldingsChannel reports. The fund acquired 73,266 shares of the company’s stock, valued at approximately $55,902,000.

Other hedge funds also recently made changes to their positions in the company. Vanguard Group Inc. raised its stake in Eli Lilly and Company by 0.7% during the 3rd quarter. Vanguard Group Inc. now owns 80,959,089 shares of the company’s stock worth $61,771,785,000 after acquiring an additional 551,659 shares during the period. Laurel Wealth Advisors LLC increased 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 worth $9,005,392,000 after purchasing an additional 11,537,661 shares in the last quarter. Norges Bank purchased a new stake in shares of Eli Lilly and Company in the second quarter worth $8,827,714,000. Charles Schwab Investment Management Inc. lifted its stake in shares of Eli Lilly and Company by 2.0% during the 2nd quarter. Charles Schwab Investment Management Inc. now owns 5,359,653 shares of the company’s stock valued at $4,178,010,000 after buying an additional 103,119 shares in the last quarter. Finally, Franklin Resources Inc. boosted its holdings in Eli Lilly and Company by 13.4% in the 2nd 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. 82.53% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of equities research analysts have commented on the company. TD Cowen raised their price target on Eli Lilly and Company from $960.00 to $1,250.00 and gave the company a “buy” rating in a report on Thursday, January 29th. Daiwa Securities Group lifted their target price on Eli Lilly and Company from $1,230.00 to $1,250.00 and gave the company a “buy” rating in a research note on Wednesday, February 18th. Barclays started coverage on Eli Lilly and Company in a report on Thursday, February 19th. They issued an “overweight” rating and a $1,350.00 price target on the stock. JPMorgan Chase & Co. upped their price target on Eli Lilly and Company from $1,150.00 to $1,300.00 and gave the stock an “overweight” rating in a research note on Thursday, February 5th. Finally, Argus lifted their price objective on shares of Eli Lilly and Company from $930.00 to $1,200.00 and gave the company a “buy” rating in a research report on Monday, February 9th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating and five have issued a Hold rating to the company. According to MarketBeat, Eli Lilly and Company has a consensus rating of “Moderate Buy” and an average target price of $1,229.59.

Key Headlines Impacting Eli Lilly and Company

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

• Positive Sentiment: Lilly launched “Lilly Employer Connect,” a direct-to-employer platform designed to broaden employer coverage of its obesity medicines (Zepbound/tirzepatide), which could increase uptake and stabilize pricing dynamics by offering predictable pricing for employers. Lilly Employer Connect platform launches
• Positive Sentiment: GoodRx expanded employer-sponsored access to Zepbound KwikPen, offering a set price across doses — a commercial channel that can boost volume and lower friction for adoption among employees. GoodRx to Expand Employer-Sponsored Access to Zepbound® KwikPen®
• Positive Sentiment: Pipeline and clinical updates: completion/updates on the TRANSCEND‑T2D‑1 trial for retatrutide and progress in abemaciclib combos deepen Lilly’s obesity and oncology optionality — news that supports longer‑term growth expectations. TRANSCEND-T2D-1 Trial Completion
• Positive Sentiment: Analyst support: UBS and other analysts emphasize Lilly’s leadership in next‑generation obesity therapies and maintained/installed Buy views, which underpins demand for the stock. Analyst Buy Rating on Lilly
• Neutral Sentiment: Industry context: competitor data (Roche/Zealand) showed mixed results — some rivals lag GLP‑1 leaders — which can modestly benefit market share expectations for Lilly but is not a direct near‑term driver. Roche’s Obesity Drug Shows Promise But Trails GLP-1 Giants
• Neutral Sentiment: Broader coverage and media analysis ask whether LLY’s high absolute share price leaves room to run — useful for positioning but not an immediate catalyst absent valuation or guidance changes. Is It Too Late To Consider Eli Lilly (LLY)?
• Negative Sentiment: Sell‑side/independent skepticism and downgrade: a Seeking Alpha piece flagged a rating downgrade and cautioned that the “one‑way ride” may end, adding downside pressure from sentiment shifts. Eli Lilly: The One-Way Ride Can’t Last Forever (Rating Downgrade)
• Negative Sentiment: Near‑term investor worries about pricing, competition and recent share weakness since earnings have led to short‑term selling/volatility despite strong top‑line results and guidance. Lilly (LLY) Down 3.7% Since Last Earnings Report

Eli Lilly and Company Price Performance

Shares of Eli Lilly and Company stock opened at $990.58 on Friday. The firm has a market cap of $934.47 billion, a PE ratio of 43.16, a PEG ratio of 1.14 and a beta of 0.40. The stock has a 50 day moving average of $1,045.63 and a 200 day moving average of $939.25. The company has a current ratio of 1.58, a quick ratio of 1.19 and a debt-to-equity ratio of 1.54. Eli Lilly and Company has a 12 month low of $623.78 and a 12 month high of $1,133.95.

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

Eli Lilly and Company Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Friday, February 13th will be paid a dividend of $1.73 per share. The ex-dividend date of this dividend is Friday, February 13th. This is a positive change from Eli Lilly and Company’s previous quarterly dividend of $1.50. This represents a $6.92 dividend on an annualized basis and a yield of 0.7%. Eli Lilly and Company’s payout ratio is currently 30.15%.

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.