No material briefing disclosures were identified for the current reporting window ending 2026-06-01. The prior published report, dated 2026-05-24, covered LLY's Q1 2026 filings and holdings context. The institutional ownership shifts detailed below represent the primary trigger for this report, reflecting notable changes in LLY's holder composition as captured in the most recent 13F filing period [Brief - 2026-05-24].
Eli Lilly's trailing twelve-month revenue as of 2026-03-31 stood at $72.25 billion, representing year-over-year growth of 55.5%. Net income over the same period reached $25.28 billion, yielding a net margin of 34.99%. Earnings per share grew 169.9% year-over-year. The company's price-to-earnings ratio was recorded at 39.25. Cash on hand was $5.28 billion against total debt of $43.37 billion [SEC 10-Q - LLY - 2026-03-31].
Six insider transactions were recorded in the most recent 30-day window, with net activity directionally negative and a combined net disposal value of approximately $15.75 million [SEC Form 4 - LLY - 2026-06]. On the institutional side, Citadel reduced its LLY position by 29%, and Millennium Management reduced its position by 6.5%. Conversely, AQR Capital added 69% to its existing position, and ARK Invest opened a new position in the period [SEC 13F - Citadel - Q1 2026] [SEC 13F - Millennium - Q1 2026] [SEC 13F - AQR Capital - Q1 2026] [SEC 13F - ARK Invest - Q1 2026].
The 10-year US Treasury yield stood at 4.45% and the 2-year yield at 3.99% as of the generation date, reflecting a normal yield curve configuration with a spread of 46 basis points between the two tenors [FRED DGS10] [FRED DGS2]. This interest rate environment forms part of the broader macro backdrop against which LLY's debt load of $43.37 billion and equity valuation metrics are observed.