Employee Benefit Trust

Equity

Eli Lilly Employee Benefit Trust decreased by 0.0% to $3.01B in Q4 2025 compared to the prior quarter. Year-over-year, this metric declined by 0.0%, from $3.01B to $3.01B. Over 5 years (FY 2020 to FY 2025), Employee Benefit Trust shows relatively stable performance with a -0.0% CAGR.

Analysis

StatementBalance Sheet Statement
SectionEquity
CategoryRisk
SignalContext dependent
VolatilityModerate
First reportedQ4 2014
Last reportedQ4 2025

How to read this metric

Fluctuations often relate to the funding status of pension plans or the issuance of shares for employee stock option programs.

Detailed definition

Reflects assets or equity adjustments held in trust for employee benefit plans, such as stock-based compensation or pens...

Peer comparison

Varies based on the structure of employee compensation and pension plans; common in large, established corporations.

Metric ID: employee_benefit_trust

Historical Data

19 periods
 Q2 '21Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25
Value$3.01B$3.01B$3.01B$3.01B$3.01B$3.01B$3.01B$3.01B$3.01B$3.01B$3.01B$3.01B$3.01B$3.01B$3.01B$3.01B$3.01B$3.01B$3.01B
QoQ Change+0.0%+0.0%+0.0%+0.0%+0.0%+0.0%+0.0%+0.0%+0.0%+0.0%+0.0%+0.0%+0.0%+0.0%+0.0%+0.0%+0.0%-0.0%
YoY Change+0.0%+0.0%+0.0%+0.0%+0.0%+0.0%+0.0%+0.0%+0.0%+0.0%+0.0%+0.0%+0.0%+0.0%-0.0%
Range$3.01B$3.01B
CAGR-0.0%
Avg YoY Growth-0.0%
Median YoY Growth+0.0%

Frequently Asked Questions

What is Eli Lilly's employee benefit trust?
Eli Lilly (LLY) reported employee benefit trust of $3.01B in Q4 2025.
How has Eli Lilly's employee benefit trust changed year-over-year?
Eli Lilly's employee benefit trust decreased by 0.0% year-over-year, from $3.01B to $3.01B.
What is the long-term trend for Eli Lilly's employee benefit trust?
Over 5 years (2020 to 2025), Eli Lilly's employee benefit trust has grown at a -0.0% compound annual growth rate (CAGR), from $3.01B to $3.01B.
What does employee benefit trust mean?
Equity or assets set aside specifically for employee benefit programs.

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