Teachers Retirement System of The State of Kentucky Purchases 5,595 Shares of Eli Lilly and Company $LLY

03 Mar 2026, 10:06 by Jessica Moore · The Cerbat Gem

Teachers Retirement System of The State of Kentucky lifted its position in Eli Lilly and Company (NYSE:LLY – Free Report) by 3.5% in the third quarter, Holdings Channel.com reports. The institutional investor owned 165,165 shares of the company’s stock after purchasing an additional 5,595 shares during the period. Eli Lilly and Company makes up about 1.0% of Teachers Retirement System of The State of Kentucky’s holdings, making the stock its 11th largest holding. Teachers Retirement System of The State of Kentucky’s holdings in Eli Lilly and Company were worth $126,022,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also bought and sold shares of LLY. Brighton Jones LLC boosted its holdings in Eli Lilly and Company by 22.0% during the fourth quarter. Brighton Jones LLC now owns 9,597 shares of the company’s stock valued at $7,409,000 after acquiring an additional 1,730 shares during the period. Revolve Wealth Partners LLC boosted its stake in Eli Lilly and Company by 2.8% during the 4th quarter. Revolve Wealth Partners LLC now owns 1,471 shares of the company’s stock valued at $1,136,000 after purchasing an additional 40 shares during the period. OneAscent Wealth Management LLC grew its holdings in Eli Lilly and Company by 32.0% in the 2nd quarter. OneAscent Wealth Management LLC now owns 359 shares of the company’s stock valued at $280,000 after buying an additional 87 shares during the last quarter. Sequoia Financial Advisors LLC increased its position in Eli Lilly and Company by 19.0% in the 2nd quarter. Sequoia Financial Advisors LLC now owns 140,201 shares of the company’s stock worth $109,291,000 after buying an additional 22,410 shares during the period. Finally, Schnieders Capital Management LLC. increased its position in Eli Lilly and Company by 16.7% in the 2nd quarter. Schnieders Capital Management LLC. now owns 7,993 shares of the company’s stock worth $6,231,000 after buying an additional 1,141 shares during the period. 82.53% of the stock is currently owned by institutional investors and hedge funds.

More Eli Lilly and Company News

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

Positive Sentiment: Orforglipron launch on deck — CFO said Lilly is preparing to launch its oral obesity drug in the U.S. as early as Q2 pending FDA approval, which would be a major new revenue stream if cleared. Eli Lilly on track to launch oral obesity drug in second quarter, pending US approval
Positive Sentiment: Regulatory win in EU — CHMP backed expanded use of Olumiant for adolescents with severe alopecia areata, increasing near‑term sales opportunities in immunology while an EU decision is expected soon. LLY Wins CHMP Nod for Olumiant’s Expanded Use in Alopecia Areata
Positive Sentiment: Institutional buying noted — filings and commentary suggest smart‑money accumulation during a recent pullback, which can support the stock if momentum re‑accelerates. What Smart Money Loves About Lilly
Neutral Sentiment: Industry backdrop — Zacks and other analysts flag large‑cap pharma recovery and keep Lilly on watch as part of sector rebound, a contextual tailwind but not an immediate catalyst. Zacks Industry Outlook Highlights Eli Lilly, Johnson & Johnson, Sanofi and Bayer
Neutral Sentiment: Investor meetings and presentations — Lilly’s TD Cowen conference presentation (transcript) provides management color on pipeline and commercialization plans; useful for modeling but not a headline surprise. Eli Lilly and Company (LLY) Presents at TD Cowen 46th Annual Health Care Conference Transcript
Neutral Sentiment: Analyst consensus remains constructive — coverage shows an average “Moderate Buy,” offering support but also reflecting already elevated expectations. Eli Lilly and Company (NYSE:LLY) Receives Average Recommendation of “Moderate Buy” from Analysts
Negative Sentiment: Valuation and momentum cooling — multiple writeups note recent short‑term negative returns and that shares trade at elevated multiples after a multi‑year run, increasing sensitivity to any misses or slower growth. Eli Lilly (LLY) Valuation Check As Momentum Cools After Strong Multi Year Run
Negative Sentiment: Competition and capacity — Novo Nordisk’s sizable Ireland capacity expansion is a strategic move to defend share in obesity/oral drug markets, posing competitive pressure on Lilly’s launch and pricing dynamics. Why Novo Nordisk’s Ireland expansion is key to fighting off Eli Lilly

Eli Lilly and Company Price Performance

Shares of Eli Lilly and Company stock opened at $1,017.97 on Tuesday. The company has a debt-to-equity ratio of 1.54, a quick ratio of 1.19 and a current ratio of 1.58. The firm’s 50-day simple moving average is $1,051.98 and its 200-day simple moving average is $934.28. Eli Lilly and Company has a twelve month low of $623.78 and a twelve month high of $1,133.95. The firm has a market cap of $960.31 billion, a P/E ratio of 44.36, a price-to-earnings-growth ratio of 1.22 and a beta of 0.40.

Eli Lilly and Company (NYSE:LLY – Get Free Report) last posted its quarterly earnings results on Wednesday, February 4th. The company reported $7.54 earnings per share (EPS) for the quarter, topping the consensus estimate of $7.48 by $0.06. The firm had revenue of $19.29 billion during the quarter, compared to analyst estimates of $17.85 billion. Eli Lilly and Company had a net margin of 31.66% and a return on equity of 102.94%. The company’s quarterly revenue was up 42.6% compared to the same quarter last year. During the same quarter in the prior year, the business posted $5.32 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. As a group, 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 business 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 $1.73 dividend. The ex-dividend date of this dividend is Friday, February 13th. This represents a $6.92 annualized dividend and a yield of 0.7%. This is a positive change from Eli Lilly and Company’s previous quarterly dividend of $1.50. Eli Lilly and Company’s payout ratio is presently 30.15%.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently weighed in on LLY shares. Scotiabank restated an “outperform” rating and issued a $1,300.00 price objective on shares of Eli Lilly and Company in a research note on Thursday, February 5th. Zacks Research downgraded shares of Eli Lilly and Company from a “strong-buy” rating to a “hold” rating in a report on Friday, January 30th. TD Cowen boosted their price objective on shares of Eli Lilly and Company from $960.00 to $1,250.00 and gave the stock a “buy” rating in a report on Thursday, January 29th. Morgan Stanley upped their price objective on shares of Eli Lilly and Company from $1,290.00 to $1,313.00 and gave the company an “overweight” rating in a research report on Thursday, February 5th. Finally, CICC Research lifted their target price on Eli Lilly and Company from $1,060.00 to $1,107.00 and gave the stock a “neutral” rating in a research report on Wednesday, February 11th. Two analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating and five have issued a Hold rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $1,229.59.

Read Our Latest Stock Report on LLY

Eli Lilly and Company 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.

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