Tokio Marine Asset Management 13F: Adds $975K to LLY Stake
Key Points
- The increase of 843 shares represents a 1.6% change in Tokio Marine's position in Eli Lilly, bringing its total reported value to about $61.8 million.
- Tokio Marine Asset Management held 53,416 $LLY shares at quarter end, up 1.60% from the prior quarter.
- As of October 26, 2026, Eli Lilly's stock closed at $1,279.14, which is about equal to its recent trading price of $1,279.16.
- Tokio Marine holds 4.23% of its portfolio in Eli Lilly, ranking 7th among its 503 reported positions.
Get Eli Lilly and Company text alerts
We text you when insiders, Congress, analysts or big funds move on $LLY.
By entering your mobile number and tapping the sign-up button, you provide express written consent to receive recurring automated text messages from TradeTexts at that number, including stock alerts about SEC filings, insider and congress trades, analyst ratings, hedge fund moves, and earnings results. Consent is not a condition of any purchase. Message frequency varies. Messages are not investment advice. Message and data rates may apply. Reply HELP for help and STOP to opt out at any time. See our Terms and Privacy Policy.
Not investment advice. TradeTexts is not a registered investment adviser, and this automated Eli Lilly and Company alert may contain errors. Disclosures
On October 26, 2026, Tokio Marine Asset Management boosted its stake in Eli Lilly and Company (LLY) by 843 shares, bringing its total to 53,416 shares valued at approximately $61.8 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 Tokio Marine's Portfolio
Tokio Marine's investment in Eli Lilly accounts for 4.23% of its total reported value of about $1.46 billion. The recent share increase is a 1.6% rise in its position, reflecting a strategic move within a diversified portfolio.
Other Institutional Activity in Eli Lilly
Several other funds have also adjusted their positions in Eli Lilly recently. UniSuper Management increased its holdings by 34,948 shares, reaching a total of 228,947 shares valued at approximately $264.9 million. Gf Fund Management added 18,038 shares, bringing its total to 40,491 shares worth about $46.9 million. Additionally, HB Wealth Management grew its stake by 7,180 shares, ending with 71,632 shares valued at about $82.9 million.
Eli Lilly and Company Stock Up 0.4%
Eli Lilly's stock closed at $1,279.14 on October 26, 2026, which is about equal to its recent trading price of $1,279.16 as of October 27, 2026. The stock is currently trading 3.2% below its 52-week high of $1,321.21 but is 58% above its 52-week low of $809.63, indicating strong performance over the past year.
Recent Earnings
Eli Lilly reported trailing twelve-month revenue of about $79.7 billion and an earnings per share (EPS) of $29.79. The company is scheduled to announce its next earnings on October 29, 2026.
Dividend
Eli Lilly pays an annual dividend of $6.92 per share, which translates to a yield of 0.54%. The payout ratio stands at 21.7%, reflecting a sustainable dividend policy.
Analysts Set New Price Targets
On October 21, 2026, Leerink Partners maintained its Outperform rating on Eli Lilly with a target price of $1,316.00. Other firms, including JP Morgan and Morgan Stanley, also maintain Overweight ratings with targets of $1,500.00 and $1,430.00, respectively. The consensus recommendation is a "buy" with a mean price target of around $1,331.55 from 30 analysts.
About Eli Lilly
Eli Lilly and Company, headquartered in Indianapolis, IN, is a global healthcare leader that discovers, develops, manufactures, and markets pharmaceutical products. The company operates in multiple regions, including the United States, Europe, and Asia, focusing on innovative treatments for various medical conditions.
Bottom Line
Tokio Marine Asset Management's recent increase in its Eli Lilly stake signals confidence in the company's ongoing growth, especially as it approaches its next earnings report. Investors should keep an eye on Eli Lilly's performance as it continues to attract institutional interest and prepares for its upcoming earnings announcement on October 29, 2026.
Related Filing Alerts
Source: Tokio Marine Asset Management's 13F filing on $LLY (Oct 26, 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