Farmers National Bank Boosts Stake in Eli Lilly and Company $LLY

Farmers National Bank grew its stake in shares of Eli Lilly and Company (NYSE:LLY) by 17.9% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 4,111 shares of the company’s stock after acquiring an additional 623 shares during the quarter. Farmers National Bank’s holdings in Eli Lilly and Company were worth $3,137,000 at the end of the most recent reporting period.

A number of other institutional investors also recently made changes to their positions in LLY. FNY Investment Advisers LLC lifted its position in shares of Eli Lilly and Company by 19.6% in the third quarter. FNY Investment Advisers LLC now owns 1,361 shares of the company’s stock valued at $1,038,000 after acquiring an additional 223 shares in the last quarter. Painted Porch Advisors LLC increased its position in Eli Lilly and Company by 125.7% during the 3rd quarter. Painted Porch Advisors LLC now owns 79 shares of the company’s stock worth $60,000 after purchasing an additional 44 shares in the last quarter. Strategic Investment Solutions Inc. IL increased its position in Eli Lilly and Company by 1.6% during the 3rd quarter. Strategic Investment Solutions Inc. IL now owns 741 shares of the company’s stock worth $565,000 after purchasing an additional 12 shares in the last quarter. Severin Investments LLC raised its stake in Eli Lilly and Company by 19.1% in the 3rd quarter. Severin Investments LLC now owns 680 shares of the company’s stock valued at $519,000 after purchasing an additional 109 shares during the last quarter. Finally, Allworth Financial LP raised its stake in Eli Lilly and Company by 9.2% in the 3rd quarter. Allworth Financial LP now owns 62,578 shares of the company’s stock valued at $47,747,000 after purchasing an additional 5,249 shares during the last quarter. 82.53% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several equities research analysts have issued reports on the stock. Zacks Research cut shares of Eli Lilly and Company from a “strong-buy” rating to a “hold” rating in a research note on Friday, January 30th. CICC Research boosted their price objective on shares of Eli Lilly and Company from $1,060.00 to $1,107.00 and gave the company a “neutral” rating in a research report on Wednesday, February 11th. Rothschild & Co Redburn upped their price objective on shares of Eli Lilly and Company from $775.00 to $830.00 and gave the company a “neutral” rating in a research note on Monday, January 26th. Truist Financial restated a “buy” rating on shares of Eli Lilly and Company in a research report on Monday, February 23rd. Finally, Scotiabank reaffirmed an “outperform” rating and issued a $1,300.00 target price on shares of Eli Lilly and Company in a research note on Thursday, February 5th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, Eli Lilly and Company presently has an average rating of “Moderate Buy” and a consensus target price of $1,221.44.

Key Headlines Impacting Eli Lilly and Company

Here are the key news stories impacting Eli Lilly and Company this week:

• Positive Sentiment: Phase 3 “TRANSCEND‑T2D‑1” topline: retatrutide (triple agonist) produced big A1C drops (≈1.7–2.0%) and ~16.8% weight loss at 40 weeks, with no plateau — a potential blockbuster next‑generation obesity/diabetes drug that could extend Lilly’s leadership and revenue runway. Lilly PR Newswire: Retatrutide Results
• Positive Sentiment: Pipeline breadth: Lilly launched a master IBD study and is advancing mirikizumab delivery and oral ulcerative colitis candidates — diversification beyond GLP‑1s that supports multiple future revenue streams. TipRanks: Master IBD Study
• Positive Sentiment: Capacity & manufacturing investment: Lilly is spending heavily to expand and modernize production (major plant plans and ~$1.8B+/upcoming $3.5B campus reports), reducing future supply risk for high-demand obesity/diabetes drugs. IBJ: Lilly Manufacturing Investment
• Neutral Sentiment: Additional coverage and patient data (Forbes/Benzinga/CNBC) reiterate strong weight‑loss and glycemic results for retatrutide — helpful for commercial narrative but largely a confirmation of the PR-driven catalyst already priced in by some investors. Forbes: Patient Results
• Neutral Sentiment: Reported insider/congressional buying is noted by media (visibility signal) but is not a reliable near‑term catalyst for price direction. MarketBeat: Congressional Trades
• Negative Sentiment: HSBC downgrade to “Reduce” (PT cut to ~$850) flagged persistent U.S. pricing pressure, rising competition and compounded tirzepatide risks — the downgrade has driven analyst-led selling and is the main immediate negative driver. Yahoo Finance: HSBC Downgrade
• Negative Sentiment: Competitive risk: Novo Nordisk won FDA clearance for a higher‑dose Wegovy (7.2 mg) with strong weight‑loss data and an April launch planned — intensifying head‑to‑head competition in the obesity market that could pressure pricing and share. Blockonomi: Novo Nordisk Higher Dose Wegovy

Eli Lilly and Company Stock Down 0.1%

LLY opened at $916.94 on Friday. Eli Lilly and Company has a 12 month low of $623.78 and a 12 month high of $1,133.95. The business has a 50-day moving average of $1,026.34 and a two-hundred day moving average of $954.98. The company has a debt-to-equity ratio of 1.54, a current ratio of 1.58 and a quick ratio of 1.19. The stock has a market capitalization of $866.34 billion, a price-to-earnings ratio of 39.95, a price-to-earnings-growth ratio of 1.07 and a beta of 0.40.

Eli Lilly and Company (NYSE:LLY) last announced its quarterly earnings data on Wednesday, February 4th. The company reported $7.54 earnings per share for the quarter, topping the consensus estimate of $7.48 by $0.06. Eli Lilly and Company had a net margin of 31.66% and a return on equity of 102.94%. The business had revenue of $19.29 billion for the quarter, compared to analyst estimates of $17.85 billion. During the same period in the prior year, the firm posted $5.32 EPS. The company’s revenue was up 42.6% on a year-over-year basis. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. On average, research analysts expect that Eli Lilly and Company will post 23.48 earnings per share for the current year.

About Eli Lilly and Company

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.