Invesco Ltd. Lowers Stake in Eli Lilly and Company $LLY

Posted by George Bondi on Jun 19th, 2026

Eli Lilly and Company logo Invesco Ltd. lessened its stake in Eli Lilly and Company (NYSE:LLY – Free Report) by 0.9% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 3,011,005 shares of the company’s stock after selling 27,936 shares during the period. Eli Lilly and Company accounts for about 0.5% of Invesco Ltd.’s holdings, making the stock its 21st biggest position. Invesco Ltd.’s holdings in Eli Lilly and Company were worth $3,235,867,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Maryland Capital Advisors Inc. acquired a new position in shares of Eli Lilly and Company in the fourth quarter valued at approximately $25,000. Vermillion & White Wealth Management Group LLC grew its position in Eli Lilly and Company by 84.2% in the 3rd quarter. Vermillion & White Wealth Management Group LLC now owns 35 shares of the company’s stock valued at $27,000 after buying an additional 16 shares during the last quarter. Basso Capital Management L.P. acquired a new position in Eli Lilly and Company in the 4th quarter valued at $30,000. 10Elms LLP increased its stake in Eli Lilly and Company by 33.3% in the 3rd quarter. 10Elms LLP now owns 40 shares of the company’s stock valued at $31,000 after buying an additional 10 shares during the period. Finally, E Fund Management Hong Kong Co. Ltd. raised its position in Eli Lilly and Company by 342.9% during the 4th quarter. E Fund Management Hong Kong Co. Ltd. now owns 31 shares of the company’s stock worth $32,000 after buying an additional 24 shares during the last quarter. 82.53% of the stock is owned by hedge funds and other institutional investors.

Eli Lilly and Company Stock Performance

NYSE LLY opened at $1,098.78 on Friday. The business has a 50 day moving average price of $1,013.17 and a 200 day moving average price of $1,016.84. The company has a market capitalization of $1.03 trillion, a P/E ratio of 39.03, a PEG ratio of 1.22 and a beta of 0.53. Eli Lilly and Company has a 1-year low of $623.78 and a 1-year high of $1,182.73. The company has a debt-to-equity ratio of 1.26, a current ratio of 1.50 and a quick ratio of 1.10.

Eli Lilly and Company (NYSE:LLY – Get Free Report) last posted its earnings results on Thursday, April 30th. The company reported $8.55 EPS for the quarter, topping analysts’ consensus estimates of $6.97 by $1.58. The company had revenue of $19.80 billion for the quarter, compared to the consensus estimate 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% compared to the same quarter last year. During the same period in the previous year, the business earned $3.34 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. Sell-side analysts expect that Eli Lilly and Company will post 35.8 EPS for the current fiscal year.

Eli Lilly and Company Dividend Announcement

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

Wall Street Analysts Forecast Growth

Several brokerages have recently weighed in on LLY. Guggenheim reaffirmed a “buy” rating and issued a $1,183.00 target price on shares of Eli Lilly and Company in a report on Tuesday, May 5th. Barclays lifted their price objective on Eli Lilly and Company from $1,350.00 to $1,400.00 and gave the company an “overweight” rating in a report on Monday, May 4th. The Goldman Sachs Group reiterated a “buy” rating and set a $1,283.00 target price on shares of Eli Lilly and Company in a research report on Friday, May 22nd. HSBC cut Eli Lilly and Company from a “hold” rating to a “reduce” rating and reduced their price target for the company from $1,070.00 to $850.00 in a report on Tuesday, March 17th. Finally, Sanford C. Bernstein restated an “outperform” rating on shares of Eli Lilly and Company in a research note on Monday, June 8th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, Eli Lilly and Company currently has a consensus rating of “Moderate Buy” and an average target price of $1,227.74.

Check Out Our Latest Stock Analysis on Eli Lilly and Company

Eli Lilly and Company News Summary

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

Positive Sentiment: Several articles highlighted Eli Lilly’s strong growth profile and ongoing investor support, including coverage that Ray Dalio’s Bridgewater sees LLY as a top growth name and that some analysts view the stock as undervalued on its growth narrative. Eli Lilly and Company (LLY) is one of the Best Growth Stocks to Buy According Ray Dalio
Positive Sentiment: Lilly’s pipeline news was broadly constructive, including completion of a retatrutide trial and early signs from its AJX-101 study, which suggest continued momentum in diabetes, obesity, and immunology programs. Eli Lilly and Company (LLY) is one of the Best Growth Stocks to Buy According Ray Dalio
Positive Sentiment: The company also expanded its AI drug-discovery ecosystem, with Charles River, Chai Discovery, and Axcelead DDP joining Lilly TuneLab, supporting longer-term innovation and partnership potential. Chai Discovery Collaborates with Lilly TuneLab to Offer AI Capabilities to Select Biotechs
Neutral Sentiment: Recent articles also noted Lilly remains a major leader in obesity treatment, with investor debate around whether newer competitors like Pfizer can take share; this underscores the size of the opportunity but also the competitive backdrop. Can Pfizer Take Share From Lilly & Novo Nordisk in the Obesity Space?
Negative Sentiment: One of the bigger drags on sentiment was Lilly’s decision to halve a planned €2.7 billion Germany investment, citing European drug-pricing reforms that could pressure future R&D and manufacturing commitments. Eli Lilly (LLY) Halves $2.7 Billion Germany Investment Over Europe Drug Pricing
Negative Sentiment: Another potential overhang is Lilly beginning to deny some 340B discounts, which could increase policy and pricing friction with healthcare providers and public programs. Eli Lilly begins denying 340B discounts

Eli Lilly and Company Profile

(Free Report)

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.