Swedbank AB Has $1.04 Billion Stock Holdings in Eli Lilly and Company $LLY

12 Sep 2025, 10:28 by Renee Jackson · The Cerbat Gem

Swedbank AB boosted its position in Eli Lilly and Company (NYSE:LLY – Free Report) by 10.3% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 1,255,839 shares of the company’s stock after purchasing an additional 116,905 shares during the period. Eli Lilly and Company makes up about 1.4% of Swedbank AB’s portfolio, making the stock its 9th largest holding. Swedbank AB owned 0.13% of Eli Lilly and Company worth $1,037,210,000 at the end of the most recent reporting period.

Other large investors also recently added to or reduced their stakes in the company. WestEnd Advisors LLC increased its stake in shares of Eli Lilly and Company by 210.0% in the first quarter. WestEnd Advisors LLC now owns 31 shares of the company’s stock worth $26,000 after acquiring an additional 21 shares during the last quarter. Wealth Preservation Advisors LLC acquired a new position in shares of Eli Lilly and Company during the first quarter valued at about $27,000. Citizens National Bank Trust Department raised its position in shares of Eli Lilly and Company by 180.0% during the first quarter. Citizens National Bank Trust Department now owns 42 shares of the company’s stock valued at $35,000 after buying an additional 27 shares during the last quarter. Financial Gravity Asset Management Inc. acquired a new position in Eli Lilly and Company in the first quarter worth about $40,000. Finally, Mascagni Wealth Management Inc. acquired a new stake in shares of Eli Lilly and Company during the fourth quarter worth approximately $43,000. 82.53% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at Eli Lilly and Company

In other news, Director Gabrielle Sulzberger bought 117 shares of the firm’s stock in a transaction that occurred on Tuesday, August 12th. The shares were acquired at an average price of $641.18 per share, with a total value of $75,018.06. Following the acquisition, the director owned 2,703 shares of the company’s stock, valued at approximately $1,733,109.54. The trade was a 4.52% increase in their position. The acquisition was disclosed in a legal filing with the SEC, which is available through this link. Also, Director J Erik Fyrwald bought 1,565 shares of the firm’s stock in a transaction that occurred on Tuesday, August 12th. The shares were purchased at an average cost of $642.33 per share, for a total transaction of $1,005,246.45. Following the acquisition, the director directly owned 74,578 shares in the company, valued at $47,903,686.74. This trade represents a 2.14% increase in their position. The disclosure for this purchase can be found here. Over the last quarter, insiders bought 4,514 shares of company stock valued at $2,894,841. Corporate insiders own 0.13% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities research analysts recently commented on LLY shares. Leerink Partners restated a “market perform” rating and set a $715.00 price objective on shares of Eli Lilly and Company in a report on Thursday, August 7th. Erste Group Bank lowered shares of Eli Lilly and Company from a “buy” rating to a “hold” rating in a report on Thursday, June 5th. Morgan Stanley reiterated an “overweight” rating and issued a $1,135.00 price target (up from $1,133.00) on shares of Eli Lilly and Company in a research note on Thursday, July 10th. Daiwa America lowered shares of Eli Lilly and Company from a “strong-buy” rating to a “hold” rating in a research note on Sunday, August 17th. Finally, Wall Street Zen upgraded shares of Eli Lilly and Company from a “buy” rating to a “strong-buy” rating in a research note on Saturday, August 30th. One research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and eight have issued a Hold rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $950.17.

Check Out Our Latest Report on Eli Lilly and Company

Eli Lilly and Company Price Performance

Shares of NYSE:LLY opened at $755.85 on Friday. The company has a market cap of $715.38 billion, a price-to-earnings ratio of 49.40, a PEG ratio of 1.05 and a beta of 0.47. The firm has a 50 day simple moving average of $741.52 and a 200 day simple moving average of $778.38. The company has a debt-to-equity ratio of 1.86, a current ratio of 1.28 and a quick ratio of 1.00. Eli Lilly and Company has a one year low of $623.78 and a one year high of $942.35.

Eli Lilly and Company (NYSE:LLY – Get Free Report) last announced its earnings results on Thursday, August 7th. The company reported $6.31 earnings per share for the quarter, topping analysts’ consensus estimates of $5.59 by $0.72. The business had revenue of $15.56 billion during the quarter, compared to the consensus estimate of $14.40 billion. Eli Lilly and Company had a net margin of 25.91% and a return on equity of 92.72%. Eli Lilly and Company’s quarterly revenue was up 37.6% on a year-over-year basis. During the same quarter last year, the firm earned $3.92 earnings per share. Eli Lilly and Company has set its FY 2025 guidance at 21.750-23.000 EPS. Research analysts predict that Eli Lilly and Company will post 23.48 earnings per share for the current fiscal year.

Eli Lilly and Company Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Wednesday, September 10th. Investors of record on Friday, August 15th were given a dividend of $1.50 per share. This represents a $6.00 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date of this dividend was Friday, August 15th. Eli Lilly and Company’s dividend payout ratio (DPR) is presently 39.22%.

About Eli Lilly and Company

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