Asset Management One 13F: Adds $9.7M to Eli Lilly and (LLY) Stake
Key Points
- The fund's total reported value in Eli Lilly now stands at approximately $13.98 billion, representing 3.25% of its overall portfolio.
- Asset Management One held 393,048 $LLY shares at quarter end, up 2.19% from the prior quarter.
- As of October 28, 2026, Eli Lilly shares recently traded around $1,281.52, which is about equal to the closing price of $1,281.91 on October 27, 2026.
- Analysts maintain a consensus 'buy' rating on Eli Lilly, with a mean price target of $1,333.72, indicating potential upside from current levels.
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On October 27, 2026, Asset Management One boosted its position in Eli Lilly and Company (LLY) by 8,423 shares, bringing its total to 393,048 shares valued at about $454.8 million. This information comes from the fund's latest Form 13F filing with the SEC, which covers the quarter ending September 30, 2026.
LLY
Eli Lilly and Company
Where Eli Lilly Fits in Asset Management One's Portfolio
Asset Management One's stake in Eli Lilly now represents 3.25% of its total reported value of approximately $13.98 billion. The increase of 8,423 shares translates to a 2.19% rise in this position during the quarter.
Other Institutional Activity in Eli Lilly
Lilly Endowment, Inc. has 90,066,978 shares in Eli Lilly, but it trimmed its stake by 307,272 shares. PNC Financial Services Group, Inc. holds 51,322,720 shares, reducing its position by 5,133 shares. Both funds are significant players in the healthcare sector.
Eli Lilly and Company Stock Up 0.6%
As of October 28, 2026, Eli Lilly shares recently traded around $1,281.52, which is about equal to the closing price of $1,281.91 on October 27, 2026. The stock is currently above its 50-day moving average by 7.8% and its 200-day moving average by 18.0%, indicating a strong trend.
Recent Earnings
Eli Lilly reported trailing twelve-month revenue of approximately $79.67 billion, with a net margin of 33.5%. The company's next earnings report is scheduled for October 29, 2026.
Dividend
Eli Lilly pays an annual dividend of $6.92 per share, yielding approximately 0.54%. The payout ratio stands at 21.7%, reflecting a sustainable dividend policy.
Insider Buying and Selling at Eli Lilly and Company
Insiders have sold shares in recent months, including Anat Hakim, General Counsel, who sold 5,000 shares on August 7, 2026, at an average price of $1,190.00, totaling $5.95 million. Donald A Zakrowski and Patrik Jonsson also sold shares in August, contributing to the overall insider selling trend.
Analysts Set New Price Targets
Analysts continue to favor Eli Lilly, with JP Morgan maintaining an 'Overweight' rating and raising its price target to $1,500 on September 28, 2026. The consensus rating across 30 analysts remains a 'buy', with a mean target of $1,333.72, suggesting potential upside from current trading levels.
About Eli Lilly
Eli Lilly and Company is a major player in the healthcare sector, focusing on developing and marketing pharmaceutical products worldwide. The company's recent performance and strong revenue growth make it a key stock to watch in the drug manufacturing industry.
Bottom Line
Investors should keep an eye on Eli Lilly's upcoming earnings report on October 29, 2026, for further insights into its growth. Asset Management One's increased stake reflects confidence in the company's prospects amid a competitive healthcare landscape.
Related Filing Alerts
Source: Asset Management One's 13F filing on $LLY (Oct 27, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts