ELI LILLY & Co (LLY) operating KPIs
LLYNYSEPharmaceutical PreparationsFiscal year ends December 31
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Oct 29, 2026Score 20/3026% above fair value
$1417.54+43.84 (+3.19%)
Close on Oct 30, 2026Market cap $1.33TP/E 46.0Yield 0.44%
Eli Lilly retiree health benefit plans — Fair value of plan assets ($M) ($M)
Form 10-K Note 14 Retirement Benefits
Latest, FY2025
2,775
Period ended Dec 31, 2025
Change on a year earlier
+8.1%
2,566 in FY2024
History
10 years
Since FY2016
Sources
8
Documents cited below
Annual history
Hover a value to see the sentence it was read from; calculated values show their formula
| Period | Ended | Retiree health benefit plans — Fair value of plan assets ($M) ($M) | Year on year | Source |
|---|---|---|---|---|
| FY2025 | Dec 31, 2025 | 2,775 | +8.1% | Form 10-K (filed 2026-02-12) ↗ |
| FY2024 | Dec 31, 2024 | 2,566 | -0.5% | Form 10-K (filed 2026-02-12) ↗ |
| FY2023 | Dec 31, 2023 | 2,580 | +3.5% | Form 10-K (filed 2026-02-12) ↗ |
| FY2022 | Dec 31, 2022 | 2,493 | -25.8% | Form 10-K (filed 2025-02-19) ↗ |
| FY2021 | Dec 31, 2021 | 3,361 | +4.2% | Form 10-K (filed 2024-02-21) ↗ |
| FY2020 | Dec 31, 2020 | 3,227 | +16.6% | Form 10-K (filed 2023-02-22) ↗ |
| FY2019 | Dec 31, 2019 | 2,768 | +15.4% | Form 10-K (filed 2022-02-23) ↗ |
| FY2018 | Dec 31, 2018 | 2,398 | +1.1% | Form 10-K (filed 2021-02-17) ↗ |
| FY2017 | Dec 31, 2017 | 2,372 | +21.0% | Form 10-K (filed 2020-02-19) ↗ |
| FY2016 | Dec 31, 2016 | 1,961 | – | Form 10-K (filed 2019-02-19) ↗ |
Breakdown
What makes up retiree health benefit plans — fair value of plan assets ($m)
- Retiree health plan assets — Other investment contracts ($M)1,529 · FY2025
- Retiree health plan assets — Public equity securities ($M)383 · FY2025
- Retiree health plan assets — Private equity ($M)363 · FY2025
- Retiree health plan assets — Hedge funds ($M)314 · FY2025
- Retiree health plan assets — Fixed income ($M)77 · FY2025
- Retiree health plan assets — Real estate ($M)30 · FY2025
- Retiree health plan assets — Other investments ($M)79 · FY2025
Cite this data
StockData. (2026). Eli Lilly Retiree health benefit plans — Fair value of plan assets ($M) ($M), annual FY2016–FY2025 [Data set]. Compiled from Eli Lilly SEC filings and investor materials. https://stockdatahq.com/stocks/lly/kpis/db_retiree_assets
See every metric in the Eli Lilly KPI table. Data updated Oct 25, 2026.