ELI LILLY & Co
LLYHIGH VELOCITYFILING INTENSITYELI LILLY & Co reads as High Velocity (composite 78/100); pressure / disclosure signals dominate the posture this cycle · primary market Healthcare.
Lens
Disclosed M&A capital (2023–2025)
$18M
vs $17M in 2020–2022
Disclosed transactions
4
3/3 active fiscal years in window
Buyer archetype
Platform Builder
Large and recent disclosed spend expands platforms or service-line scale.
Composite score
78
High Velocity dominates · Filing Intensity
Behavioral posture, nine reads.
Each index scores the issuer 0–100 against an EDGAR-anchored definition. Scores ≥ threshold elevate the issuer into the index's constituent set; the dominant index drives the masthead label.
Active Acquirer
Companies actively deploying disclosed capital into M&A
- $12.8B disclosed buyer spend
- Filed within 19d
Buyer Cadence
Buyer-side companies with recent filing activity
- Filed within 19d
- 240 8-Ks
Target Probability
Issuers showing target-side patterns from filings
- 21 activism filings
Spin/Carve
Issuers showing spin-off, carve-out, or sum-of-parts posture
- 21 activism filings
Pressure Watch
Issuers facing activism, governance, or control pressure
- 21 activism filings
- Latest activism 2.8y ago; discounted
- Shareholder pressure language
Distress Watch
Issuers showing financial-distress filing patterns
- 21 activism filings
Restatement Risk
Issuers with accounting-integrity flags from filings
Capital Velocity
DominantIssuers with the highest filing-activity intensity
- 240 8-Ks
- Filed within 19d
- 5 form types
Quiet Power
Large issuers with low signal volume and clean disclosure cadence
- Enterprise value $931.3B
- 10-Q 26d ago
- 3 active signals
Capital cadence.
Ten-year disclosed M&A activity. Bars show spend ($MM); ticks show recorded transaction count. Disclosure tier annotated where v6 audited corpus carries an entry.
Disclosed spend $MM Disclosed transactions (right axis)Peak spend year: $64M · Peak count: 2
| FY | Disclosed buys | Disclosed spend | Avg ticket | Audited tier |
|---|---|---|---|---|
| 2025 | 1 | $4M | $4M | N/A |
| 2024 | 2 | $6M | $3M | N/A |
| 2023 | 1 | $7M | $7M | N/A |
| 2022 | 1 | $3M | $3M | N/A |
| 2021 | 1 | $7M | $7M | N/A |
| 2020 | 1 | $8M | $8M | N/A |
Strategy posture.
The buyer's playbook in terms of strategic archetype: what each disclosed move says about how they're deploying capital.
Archetype mix
- Bolt On20%
- Platform20%
- Technology Acquisition20%
- Horizontal Consolidation20%
- Geographic Expansion20%
Market context.
Where this issuer sits inside its SE-Cluster rollup wedge, with disclosed-spend rank plus trading comparables against the public peer set.
Primary market
Healthcare
- Market spend (2023–2025)
- $195B
- Market spend (2020–2022)
- $253.6B
- Recent vs prior
- −23%
- Issuer rank in market
- N/A
- Share of market capital
- 0.0%
Valuation positioning
Trading comparables unavailable for this wedge.
Buyer landscape.
Public buyers whose stated archetypes, target categories, and recent cadence align with this issuer as a plausible acquisition target. Scores cross EDGAR signal and disclosure overlap.
Likely buyers
No public buyers surface as a strong target-side fit on current signal.
Likely sellers / divestiture partners
No reciprocal divestiture / strategic-alternatives matches identified.
Filing activity & signal stream.
Filing cadence and event-driven signals visible on EDGAR. The signal stream below is curated from restatement / spin-carve / activism categories, providing context for any near-term call.
Filing cadence
- 10-K (annual)312026-02-12
- 10-Q (quarterly)1002026-04-30
- 8-K (event)2402026-05-07
- Proxy / DEF 14A592026-03-31
- Activism (13D / DFAN / PREC)212023-08-14
Signals on file
- elevated
Activism on file
2023-08-1421 activist filings on file (13D, DFAN14A, PREC14A series).
- info
Signal
Serial acquisition history
- info
Signal
10-K strategy themes
- info
Signal
Shareholder pressure
Audited corpus.
No audited record on file for this CIK in the current v6 corpus.
This issuer has not been extracted into the v6 audited acquirer corpus yet. The brief above pulls from ranking-level aggregates and issuer-index signal only.