Carderock Capital Management Inc. Grows Stock Holdings in Eli Lilly and Company $LLY

Carderock Capital Management Inc. grew its stake in shares of Eli Lilly and Company (NYSE:LLY) by 9.2% in the 4th quarter, HoldingsChannel reports. The fund owned 12,184 shares of the company’s stock after purchasing an additional 1,022 shares during the quarter. Eli Lilly and Company makes up 3.2% of Carderock Capital Management Inc.’s investment portfolio, making the stock its 5th largest position. Carderock Capital Management Inc.’s holdings in Eli Lilly and Company were worth $13,094,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors also recently made changes to their positions in the company. Exencial Wealth Advisors LLC boosted its position in shares of Eli Lilly and Company by 189.6% in the third quarter. Exencial Wealth Advisors LLC now owns 17,408 shares of the company’s stock valued at $13,283,000 after acquiring an additional 11,396 shares during the period. Rede Wealth LLC bought a new position in Eli Lilly and Company during the third quarter worth about $487,000. Central Pacific Bank Trust Division raised its stake in Eli Lilly and Company by 25.8% in the 3rd quarter. Central Pacific Bank Trust Division now owns 8,990 shares of the company’s stock worth $6,859,000 after purchasing an additional 1,843 shares in the last quarter. Cidel Asset Management Inc. raised its stake in Eli Lilly and Company by 26.5% in the 3rd quarter. Cidel Asset Management Inc. now owns 26,726 shares of the company’s stock worth $20,392,000 after purchasing an additional 5,591 shares in the last quarter. Finally, Coldstream Capital Management Inc. boosted its holdings in Eli Lilly and Company by 25.6% in the 3rd quarter. Coldstream Capital Management Inc. now owns 42,418 shares of the company’s stock valued at $32,365,000 after purchasing an additional 8,659 shares during the period. Institutional investors own 82.53% of the company’s stock.

Key Eli Lilly and Company News

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

• Positive Sentiment: Morgan Stanley reiterated an Overweight rating and a $1,313 price target, highlighting Lilly’s new employer access platform for obesity therapies and reinforcing bullish institutional support. Morgan Stanley Reiterates Overweight on Eli Lilly (LLY), Cites Growth Potential of New Platform
• Positive Sentiment: Ongoing GLP‑1 strength is repeatedly cited as the core growth engine — multiple analyst/fund notes point to blockbuster obesity/weight‑management drugs as the main revenue driver. Eli Lilly (LLY) Gained From Growth in its GLP-1 Franchises Drugs
• Positive Sentiment: Distribution expansion: Kroger pharmacies began offering Lilly’s Zepbound weight‑management product with support/savings programs, improving retail access and patient uptake prospects. What Kroger (KR)’s New Zepbound Access and Premium Ice Cream Push Means For Shareholders
• Positive Sentiment: Clinical progress: Lilly completed a pediatric pharmacokinetic (PK) study for a next‑gen diabetes candidate, de‑risking a development path that could broaden the diabetes portfolio. Lilly Advances Next-Gen Diabetes Drug With Completed Pediatric PK Study
• Positive Sentiment: Retail/influencer support: Jim Cramer and other high‑profile commentators continue to include LLY among top healthcare picks, adding retail momentum. Is Eli Lilly (LLY) The Best Healthcare Stock to Buy According to Jim Cramer?
• Neutral Sentiment: Zacks noted Lilly outpaced the market in the latest session, reflecting the mix of positive headlines but not adding new catalysts. Eli Lilly (LLY) Outpaces Stock Market Gains: What You Should Know
• Neutral Sentiment: Valuation/peer debate continues — analyses contrasting Lilly vs. Novo Nordisk and AbbVie focus investor attention on whether LLY’s premium multiple already prices in growth. Novo Nordisk Vs. Eli Lilly: Cheap Vs. Expensive, But No Clear Opportunity
• Negative Sentiment: Product rationalization risk: Lilly plans to phase out select insulin products across Europe by 2027 — could lower sales in that region and signals portfolio adjustments that investors should model. Eli Lilly to phase out select insulin products across Europe by 2027
• Negative Sentiment: Heightened public/policy scrutiny around GLP‑1s (societal obligation debate) could lead to reputational or reimbursement pressure even as sales grow. Eli Lilly and the ‘societal obligation’ of GLP-1s

Analyst Ratings Changes

A number of brokerages have issued reports on LLY. Argus increased their target price on shares of Eli Lilly and Company from $930.00 to $1,200.00 and gave the stock a “buy” rating in a research report on Monday, February 9th. Zacks Research downgraded shares of Eli Lilly and Company from a “strong-buy” rating to a “hold” rating in a research report on Friday, January 30th. Wolfe Research boosted their price target on Eli Lilly and Company from $1,050.00 to $1,250.00 and gave the company an “outperform” rating in a research note on Wednesday, December 3rd. Rothschild & Co Redburn increased their price target on Eli Lilly and Company from $775.00 to $830.00 and gave the stock a “neutral” rating in a research report on Monday, January 26th. Finally, Scotiabank restated an “outperform” rating and set a $1,300.00 price objective on shares of Eli Lilly and Company in a research note on Thursday, February 5th. Two analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, four have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $1,221.44.

Eli Lilly and Company Price Performance

LLY stock opened at $915.71 on Thursday. 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. The firm has a market cap of $865.18 billion, a P/E ratio of 39.90, a P/E/G ratio of 1.05 and a beta of 0.40. The company’s 50-day moving average price is $1,013.13 and its two-hundred day moving average price is $961.39.

Eli Lilly and Company (NYSE:LLY) last issued its earnings results on Wednesday, February 4th. The company reported $7.54 EPS for the quarter, beating the consensus estimate 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 revenue for the quarter was up 42.6% compared to the same quarter last year. During the same period in the previous year, the company earned $5.32 EPS. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. On average, analysts anticipate that Eli Lilly and Company will post 23.48 earnings per share for the current fiscal year.

Eli Lilly and Company 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.