Vaughan Nelson Investment Management, L.P. 13F: Adds $26M to LLY Stake

Vaughan Nelson Investment Management has increased its holdings in Eli Lilly and Company (NYSE: LLY) by 9.1%, according to its latest 13F filing with the SEC. The fund added 20,897 shares, raising its total to 250,918 shares, valued at approximately $288.2 million. This move reflects the firm's confidence in Eli Lilly's prospects as of the reporting period.

What Changed in Vaughan Nelson's Eli Lilly Position

Vaughan Nelson Investment Management grew its stake in Eli Lilly by 20,897 shares, reaching a total of 250,918 shares. This represents a 9.1% increase from its previous holding of 230,021 shares. The value of this position is reported at $288.2 million, underscoring a notable vote of confidence in the pharmaceutical giant.

Other Institutional Activity in Eli Lilly

Lilly Endowment Inc reduced its holdings by 293,538 shares, ending with 91,896,978 shares valued at about $84.5 billion. BlackRock, Inc. trimmed its position by 412,021 shares, holding 66,380,842 shares worth approximately $61.1 billion. Vanguard Capital Management LLC maintained its holdings at 53,361,774 shares, valued at $49.1 billion. Meanwhile, State Street Corp added 248,086 shares, bringing its total to 35,610,002 shares, valued at $32.8 billion.

Eli Lilly and Company Stock Up 1.8%

Shares of Eli Lilly (NYSE: LLY) are trading around $1,148. The company boasts a market cap of approximately $1.01 trillion. Its P/E ratio stands at 40.3, with a forward P/E of 25.5, and it has a beta of 0.517, indicating lower volatility compared to the market. The stock has seen a 52-week low of $623.78 and a high of $1,182.73. It has a 50-day moving average of $996.78 and a 200-day moving average of $958.45.

Recent Earnings

In its latest earnings report, Eli Lilly posted revenue of $72.2 billion with a revenue growth of 55.5%. The company achieved an EPS of $28.1 and a net margin of 34.9%, with a return on equity of 107.5%. Eli Lilly is expected to release its next earnings report on August 5, 2026.

Dividend

Eli Lilly offers an annual dividend rate of $6.92, yielding 0.61%. The dividend payout ratio is 22.1%, reflecting a sustainable dividend policy.

Insider Buying and Selling at Eli Lilly and Company

Insider trading activity at Eli Lilly included EVP Ilya Yuffa selling 2,500 shares at an average price of $1,150.77 on June 10, 2026, under a planned transaction. On May 18, 2026, Erik Fyrwald, Ralph Alvarez, Gabrielle Sulzberger, and Juan Luciano each bought shares at an average price of $988.09.

Analysts Set New Price Targets

On June 9, 2026, Jefferies maintained its 'buy' rating on Eli Lilly, setting a price target of $1,350. B of A Securities also maintained a 'buy' rating with a target of $1,251 on May 26, 2026. Barclays, on May 5, 2026, maintained a 'buy' rating, setting a target of $1,400. Overall, analysts maintain a 'buy' consensus with an average target price of $1,215.79 across 29 opinions.

About Eli Lilly

Eli Lilly and Company, based in Indianapolis, Indiana, is a leading pharmaceutical firm that discovers, develops, and markets a wide range of human pharmaceutical products. Its offerings include treatments for diabetes, cancer, and immunological conditions. The company, led by CEO David A. Ricks, employs around 50,000 people globally and has a strong presence in the U.S., Europe, China, and Japan.

Bottom Line

Vaughan Nelson's increased stake in Eli Lilly highlights confidence in the company's future. As a major player in the healthcare sector, Eli Lilly's stock performance and strategic moves are closely watched by investors. Remember, 13F filings are historical and may not reflect current positions.