Blue Trust Inc. Has $91.51 Million Position in Eli Lilly and Company $LLY

Blue Trust Inc. lessened its holdings in Eli Lilly and Company (NYSE:LLY) by 5.0% during the fourth quarter, Holdings Channel reports. The fund owned 85,153 shares of the company’s stock after selling 4,474 shares during the period. Eli Lilly and Company makes up 1.0% of Blue Trust Inc.’s holdings, making the stock its 20th largest holding. Blue Trust Inc.’s holdings in Eli Lilly and Company were worth $91,512,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in LLY. Vermillion & White Wealth Management Group LLC lifted its stake in shares of Eli Lilly and Company by 84.2% during the 3rd quarter. Vermillion & White Wealth Management Group LLC now owns 35 shares of the company’s stock worth $27,000 after buying an additional 16 shares during the last quarter. Evolution Wealth Management Inc. bought a new stake in shares of Eli Lilly and Company during the 2nd quarter worth about $29,000. Steph & Co. grew its stake in Eli Lilly and Company by 290.0% in the 3rd quarter. Steph & Co. now owns 39 shares of the company’s stock valued at $30,000 after buying an additional 29 shares during the last quarter. 10Elms LLP raised its holdings in Eli Lilly and Company by 33.3% in the 3rd quarter. 10Elms LLP now owns 40 shares of the company’s stock valued at $31,000 after acquiring an additional 10 shares during the period. Finally, Miller Global Investments LLC bought a new position in Eli Lilly and Company in the 4th quarter valued at about $33,000. 82.53% of the stock is owned by institutional investors.

Analysts Set New Price Targets

A number of equities research analysts have recently issued reports on LLY shares. BMO Capital Markets restated an “outperform” rating and set a $1,300.00 price objective on shares of Eli Lilly and Company in a report on Thursday, February 5th. Wells Fargo & Company increased their target price on Eli Lilly and Company from $1,200.00 to $1,280.00 and gave the stock an “overweight” rating in a research note on Thursday, February 5th. Cantor Fitzgerald lifted their price target on Eli Lilly and Company from $985.00 to $1,205.00 and gave the stock an “overweight” rating in a report on Thursday, February 5th. Sanford C. Bernstein restated an “outperform” rating on shares of Eli Lilly and Company in a research note on Tuesday, March 10th. Finally, Truist Financial reaffirmed a “buy” rating on shares of Eli Lilly and Company in a report on Monday, February 23rd. Two analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, Eli Lilly and Company currently has an average rating of “Moderate Buy” and a consensus target price of $1,222.22.

Eli Lilly and Company Stock Performance

Shares of NYSE:LLY opened at $935.85 on Friday. Eli Lilly and Company has a 12-month low of $623.78 and a 12-month high of $1,133.95. The company’s 50 day moving average price is $993.66 and its two-hundred day moving average price is $969.38. The firm has a market cap of $884.21 billion, a PE ratio of 40.78, a PEG ratio of 1.09 and a beta of 0.51. 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 (NYSE:LLY) last released its quarterly earnings results on Wednesday, February 4th. The company reported $7.54 earnings per share 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 the consensus estimate of $17.85 billion. Eli Lilly and Company had a net margin of 31.66% and a return on equity of 102.94%. The firm’s quarterly revenue was up 42.6% on a year-over-year basis. During the same period in the previous year, the business earned $5.32 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. Equities research analysts predict that Eli Lilly and Company will post 23.48 earnings per share for the current year.

Trending Headlines about Eli Lilly and Company

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

• Positive Sentiment: FDA approves Foundayo (orforglipron), the first once‑daily oral GLP‑1 for chronic weight management with no food/water restrictions — a commercial launch (April 6) and analyst forecasts point to multi‑billion dollar sales potential that is boosting investor sentiment. Eli Lilly (LLY) Receives FDA Approval for Foundayo Weight Management Pill
• Positive Sentiment: Bank of America and other brokers reiterate buy/raise views and price targets after the approval, calling Foundayo a preferred oral GLP‑1 and lifting upside expectations for LLY. Bank of America sees Eli Lilly’s Foundayo as preferred oral GLP-1
• Positive Sentiment: Wall Street models expect a strong commercial debut (analyst revenue scenarios in the billions for 2026), supporting upside to near‑term sales and valuation. Wall Street sees multi-billion dollar debut for Lilly’s obesity pill
• Positive Sentiment: Lilly’s announced acquisition of Centessa (~$7.8B) diversifies the pipeline into neuroscience and is viewed as strategic for long‑term growth beyond metabolic franchises. Eli Lilly to Acquire Centessa Pharmaceuticals
• Neutral Sentiment: Quiet Phase‑1 readout (LY4060874) — no major surprises reported, so limited immediate stock impact but keeps focus on pipeline cadence. LY4060874 Phase 1 Readout
• Neutral Sentiment: Unusually high options activity noted — signals elevated investor/speculator interest around the approval and upcoming launch, but direction uncertain. Eli Lilly Target of Unusually High Options Trading
• Negative Sentiment: Rival Novo Nordisk released cross‑trial comparisons claiming Wegovy’s oral pill produces greater weight loss and fewer adverse events than Foundayo — intensifies competitive risk and could pressure uptake/pricing. Novo Nordisk Wegovy Data Challenges Foundayo
• Negative Sentiment: Broader competitive pressures in weight‑loss drugs — including Novo price cuts/generics in markets like India — highlight margin and pricing risk across the GLP‑1 category. Novo Nordisk price cuts in India
• Negative Sentiment: Policy and macro risk: proposed US tariffs on branded drugs and recent geopolitical tensions have weighed on pharma stocks, capping LLY’s upside despite product news. Trump Administration Unveils Up to 100% Tariff on Branded Drugs LLY Stock Slips As Geopolitical Tensions Weigh

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.