Elefante Mark B raised its stake in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 64.9% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 2,172 shares of the company’s stock after acquiring an additional 855 shares during the period. Eli Lilly and Company makes up 1.1% of Elefante Mark B’s holdings, making the stock its 29th biggest holding. Elefante Mark B’s holdings in Eli Lilly and Company were worth $1,657,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Other institutional investors have also recently added to or reduced their stakes in the company. Brighton Jones LLC increased its position in shares of Eli Lilly and Company by 22.0% during the fourth quarter. Brighton Jones LLC now owns 9,597 shares of the company’s stock worth $7,409,000 after acquiring an additional 1,730 shares during the period. Revolve Wealth Partners LLC lifted its holdings in Eli Lilly and Company by 2.8% during the 4th quarter. Revolve Wealth Partners LLC now owns 1,471 shares of the company’s stock worth $1,136,000 after buying an additional 40 shares during the last quarter. OneAscent Wealth Management LLC boosted its holdings in Eli Lilly and Company by 32.0% in the second quarter. OneAscent Wealth Management LLC now owns 359 shares of the company’s stock valued at $280,000 after purchasing an additional 87 shares in the last quarter. Sequoia Financial Advisors LLC boosted its holdings in shares of Eli Lilly and Company by 19.0% in the second quarter. Sequoia Financial Advisors LLC now owns 140,201 shares of the company’s stock valued at $109,291,000 after acquiring an additional 22,410 shares during the period. Finally, Schnieders Capital Management LLC. boosted its stake in Eli Lilly and Company by 16.7% during the 2nd quarter. Schnieders Capital Management LLC. now owns 7,993 shares of the company’s stock worth $6,231,000 after purchasing an additional 1,141 shares during the period. Institutional investors and hedge funds own 82.53% of the company’s stock.
Wall Street Analyst Weigh In
A number of equities research analysts have commented on LLY shares. TD Cowen raised their target price on Eli Lilly and Company from $960.00 to $1,250.00 and gave the company a “buy” rating in a report on Thursday, January 29th. National Bank Financial set a $1,286.00 target price on Eli Lilly and Company in a research report on Monday, December 1st. Wall Street Zen cut shares of Eli Lilly and Company from a “strong-buy” rating to a “buy” rating in a research report on Saturday, January 31st. Jefferies Financial Group lifted their target price on shares of Eli Lilly and Company from $976.00 to $1,300.00 and gave the company a “buy” rating in a report on Thursday, January 8th. Finally, JPMorgan Chase & Co. upped their target price on shares of Eli Lilly and Company from $1,150.00 to $1,300.00 and gave the company an “overweight” rating in a research note on Thursday, February 5th. Two research analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and five have given a Hold rating to the company. According to MarketBeat, Eli Lilly and Company currently has an average rating of “Moderate Buy” and a consensus target price of $1,224.69.
Eli Lilly and Company News Summary
Here are the key news stories impacting Eli Lilly and Company this week:
- Positive Sentiment: Long‑term VIVID‑2 data show Omvoh (mirikizumab) delivered durable, steroid‑free remission through three years in Crohn’s disease with very low surgery and hospitalization rates, bolstering Omvoh’s positioning in IBD and its multi‑year commercial potential. Patients with Crohn’s disease maintained steroid-free remission for three years with Lilly’s Omvoh (mirikizumab-mrkz)
- Positive Sentiment: Phase 3b data show Lilly’s Zepbound (tirzepatide) combined with Taltz (ixekizumab) delivered superior efficacy in a first‑of‑its‑kind trial, supporting cross‑franchise use (psoriasis + obesity) and potential expansion of indications. Lilly chalks up another trial win for Zepbound-Taltz combo in bid to break down psoriasis, obesity ‘silos’
- Positive Sentiment: CSL signed a licensing deal with Lilly for clazakizumab worth up to $100M upfront/near‑term consideration, providing near‑term non‑dilutive revenue and validation of Lilly’s immunology assets. Eli Lilly Enters $100 Million Licensing Agreement with CSL Limited for Clazakizumab
- Positive Sentiment: Daiwa raised its price target on LLY to $1,250 and kept a buy rating, reinforcing analyst optimism and providing support for further upside from current levels. Daiwa Securities adjusts price target on Eli Lilly to $1,250
- Positive Sentiment: Reports that Medicare expansion/easing around GLP‑1 coverage is reducing pricing uncertainty for weight‑loss drugs, which could support higher volume and monetization for Lilly’s GLP‑1 portfolio. Eli Lilly and Company (LLY) Gains as Medicare Expansion of GLP-1 Weight Loss Drugs Eases Pricing Concerns
- Neutral Sentiment: Lilly launched a Phase 2 trial for brenipatide in opioid use disorder (RENEW‑Op‑1), expanding the pipeline into addiction medicine — a longer‑term, higher‑uncertainty opportunity. Eli Lilly Pushes Into Opioid Use Disorder With New Brenipatide Phase 2 Trial
- Neutral Sentiment: Analyses note Lilly’s next‑gen obesity pipeline (oral orforglipron, retatrutide) must fend off intensifying competition — a reminder growth may require ongoing R&D and price/mix management. Can LLY’s Next‑Gen Obesity Pipeline Sustain Growth Amid Competition?
- Neutral Sentiment: Media mentions (e.g., Jim Cramer) and a Team USA ambassador tie‑in raise visibility but have limited direct financial impact. Jim Cramer Discusses Eli Lilly (LLY) & Weight Loss Drugs
- Negative Sentiment: An analyst piece warns Lilly’s GLP‑1 leadership faces hidden risks — competition, pricing pressure and eventual market maturation — highlighting why current lofty multiples could be vulnerable if growth normalizes. Warning: This Skyrocketing Stock Has a Hidden Risk
Eli Lilly and Company Stock Performance
Shares of LLY opened at $1,023.10 on Friday. The firm has a market cap of $965.15 billion, a price-to-earnings ratio of 44.58, a price-to-earnings-growth ratio of 1.19 and a beta of 0.39. The company’s fifty day moving average is $1,055.22 and its 200-day moving average is $913.92. The company has a quick ratio of 1.19, a current ratio of 1.58 and a debt-to-equity ratio of 1.54. Eli Lilly and Company has a 12 month low of $623.78 and a 12 month high of $1,133.95.
Eli Lilly and Company (NYSE:LLY – Get Free Report) last released its quarterly earnings results on Wednesday, February 4th. The company reported $7.54 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $7.48 by $0.06. The company had revenue of $19.29 billion during the quarter, compared to analysts’ expectations of $17.85 billion. Eli Lilly and Company had a net margin of 31.66% and a return on equity of 102.94%. The business’s quarterly revenue was up 42.6% compared to the same quarter last year. During the same period in the prior year, the company earned $5.32 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. Equities analysts expect that Eli Lilly and Company will post 23.48 EPS for the current fiscal year.
Eli Lilly and Company Increases Dividend
The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Friday, February 13th will be given a $1.73 dividend. The ex-dividend date of this dividend is Friday, February 13th. This represents a $6.92 annualized dividend and a yield of 0.7%. This is an increase from Eli Lilly and Company’s previous quarterly dividend of $1.50. Eli Lilly and Company’s payout ratio is presently 30.15%.
Eli Lilly and Company Profile
Eli Lilly and Company (NYSE: LLY) is a global pharmaceutical company founded in 1876 and headquartered in Indianapolis, Indiana. The company researches, develops, manufactures and commercializes a broad range of medicines and therapies for patients worldwide. Eli Lilly maintains operations and commercial presence across North America, Europe, Asia and other regions, serving both developed and emerging markets. The company has been led in recent years by President and Chief Executive Officer David A.
See Also
- Five stocks we like better than Eli Lilly and Company
- Buffett, Gates and Bezos Quietly Dumping Stocks—Here’s Why
- Unlocked: Elon Musk’s Next Big IPO
- My Epstein Story
- This $15 Stock Could Go Down as the #1 Stock of 2026
- What a Former CIA Agent Knows About the Coming Collapse
Want to see what other hedge funds are holding LLY? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Eli Lilly and Company (NYSE:LLY – Free Report).
Receive News & Ratings for Eli Lilly and Company Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Eli Lilly and Company and related companies with MarketBeat.com's FREE daily email newsletter.
