Crystal Rock Capital Management Grows Holdings in Eli Lilly and Company $LLY

Crystal Rock Capital Management increased its stake in shares of Eli Lilly and Company (NYSE:LLY) by 26.8% in the third quarter, according to its most recent 13F filing with the SEC. The firm owned 4,025 shares of the company’s stock after purchasing an additional 850 shares during the period. Eli Lilly and Company makes up approximately 1.7% of Crystal Rock Capital Management’s investment portfolio, making the stock its 21st largest position. Crystal Rock Capital Management’s holdings in Eli Lilly and Company were worth $3,071,000 at the end of the most recent reporting period.

Several other institutional investors have also recently added to or reduced their stakes in LLY. Brighton Jones LLC grew its stake in shares of Eli Lilly and Company by 22.0% in the fourth quarter. Brighton Jones LLC now owns 9,597 shares of the company’s stock valued at $7,409,000 after buying an additional 1,730 shares in the last quarter. Revolve Wealth Partners LLC boosted 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 valued at $1,136,000 after acquiring an additional 40 shares during the period. OneAscent Wealth Management LLC grew its position in Eli Lilly and Company by 32.0% in the 2nd quarter. OneAscent Wealth Management LLC now owns 359 shares of the company’s stock valued at $280,000 after acquiring an additional 87 shares in the last quarter. Conning Inc. increased its stake in Eli Lilly and Company by 11.0% during the second quarter. Conning Inc. now owns 10,429 shares of the company’s stock worth $8,130,000 after purchasing an additional 1,033 shares during the period. Finally, West Bancorporation Inc. lifted its position in shares of Eli Lilly and Company by 24.1% during the second quarter. West Bancorporation Inc. now owns 701 shares of the company’s stock worth $546,000 after purchasing an additional 136 shares in the last quarter. Institutional investors and hedge funds own 82.53% of the company’s stock.

Eli Lilly and Company Stock Performance

Shares of LLY stock opened at $1,057.10 on Monday. The company has a market cap of $999.36 billion, a P/E ratio of 46.06, a PEG ratio of 0.91 and a beta of 0.39. The firm has a fifty day moving average price of $1,052.25 and a 200 day moving average price of $899.78. The company has a current ratio of 1.55, a quick ratio of 1.24 and a debt-to-equity ratio of 1.71. 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) last announced its quarterly earnings results on Wednesday, February 4th. The company reported $7.54 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $7.48 by $0.06. Eli Lilly and Company had a return on equity of 112.50% and a net margin of 31.66%.The company had revenue of $19.29 billion during the quarter, compared to the consensus estimate of $17.85 billion. During the same period in the previous year, the business earned $5.32 EPS. Eli Lilly and Company’s revenue for the quarter 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. Sell-side analysts predict that Eli Lilly and Company will post 23.48 earnings per share for the current fiscal year.

Eli Lilly and Company Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Friday, February 13th will be paid a $1.73 dividend. This is an increase from Eli Lilly and Company’s previous quarterly dividend of $1.50. This represents a $6.92 annualized dividend and a yield of 0.7%. The ex-dividend date is Friday, February 13th. Eli Lilly and Company’s payout ratio is currently 26.14%.

Eli Lilly and Company News Summary

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

• Positive Sentiment: Q4 beat and stunning 2026 guidance — Lilly reported strong Q4 revenue and EPS and issued 2026 guidance well above Street expectations, which sparked the initial rally as investors priced in sustained GLP‑1 growth and margin leverage. Eli Lilly Booms, Then Busts: Stellar Guidance vs Hims Undercut
• Positive Sentiment: Analysts raising price targets — Multiple banks (JPMorgan, Morgan Stanley, Cantor Fitzgerald) lifted LLY price targets and kept overweight/positive views after the results, supporting upside expectations. Price Target Raised to $1,300.00 at JPMorgan Chase & Co. Price Target Raised to $1,313.00 at Morgan Stanley Price Target Raised to $1,205.00 at Cantor Fitzgerald
• Positive Sentiment: Manufacturing and capacity expansion — Lilly is expanding GLP‑1 capacity and building greenfield sites to meet volume demand, which investors view as a durable competitive advantage versus peers constrained by supply. Eli Lilly Expands GLP-1 Capacity While Building Beyond Obesity And Diabetes
• Neutral Sentiment: Obesity market size and longer‑term thesis — Coverage highlights a very large addressable market (approaching ~$100B for obesity drugs), reinforcing the long‑term growth story even as short‑term skirmishes play out. Eli Lilly vs Novo Nordisk: The 1 Figure Investors Shouldn’t Ignore
• Neutral Sentiment: Fund/score coverage — Research pieces (Zacks, institutional letters) reinforce Lilly’s growth ranking and investor interest, but are confirmatory rather than catalytic. Eli Lilly (LLY) is a Top-Ranked Growth Stock: Should You Buy?
• Negative Sentiment: Competitive pricing pressure from compounded copies — Hims & Hers launching low‑cost compounded semaglutide pills ($49 introductory) triggered a selloff as investors feared erosion of pricing/patient share for branded oral options. This remains the main short‑term risk to LLY’s oral launch economics. Novo Nordisk and Eli Lilly fall after Hims & Hers announce $49 copy of Wegovy pill
• Negative Sentiment: Regulatory/legal noise — Separately, securities‑law firms have flagged investigations into certain transactions and board conduct; these are reputational/legal items to monitor but not yet material to the core GLP‑1 thesis. Investor Alert: Scott+Scott Investigates Directors and Officers

Analyst Upgrades and Downgrades

A number of research analysts recently weighed in on the stock. BMO Capital Markets restated an “outperform” rating and issued a $1,300.00 price objective on shares of Eli Lilly and Company in a report on Thursday. Erste Group Bank raised shares of Eli Lilly and Company from a “hold” rating to a “buy” rating in a research report on Tuesday, October 14th. TD Cowen boosted their price target on shares of Eli Lilly and Company from $960.00 to $1,250.00 and gave the stock a “buy” rating in a research note on Thursday, January 29th. Loop Capital set a $950.00 price objective on Eli Lilly and Company in a research note on Monday, November 10th. Finally, The Goldman Sachs Group set a $1,260.00 target price on Eli Lilly and Company in a research note on Thursday. Two investment analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and five have issued a Hold rating to the company. Based on data from MarketBeat.com, Eli Lilly and Company presently has an average rating of “Moderate Buy” and an average target price of $1,203.75.

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.