Eli Lilly and Company $LLY Shares Purchased by Baldwin Investment Management LLC

Baldwin Investment Management LLC grew its stake in shares of Eli Lilly and Company (NYSE:LLY) by 15.7% in the third quarter, according to the company in its most recent filing with the SEC. The firm owned 11,079 shares of the company’s stock after acquiring an additional 1,505 shares during the quarter. Eli Lilly and Company comprises about 1.0% of Baldwin Investment Management LLC’s portfolio, making the stock its 10th biggest holding. Baldwin Investment Management LLC’s holdings in Eli Lilly and Company were worth $8,453,000 as of its most recent filing with the SEC.

Other hedge funds also recently modified their holdings of the company. Sumitomo Mitsui Financial Group Inc. acquired a new stake in shares of Eli Lilly and Company during the 2nd quarter worth approximately $27,000. Evolution Wealth Management Inc. bought a new stake in Eli Lilly and Company during the second quarter worth $29,000. Steph & Co. boosted its holdings in shares of 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 purchasing an additional 29 shares in the last quarter. Financial Gravity Companies Inc. bought a new position in shares of Eli Lilly and Company in the 2nd quarter valued at $31,000. Finally, Bare Financial Services Inc raised its holdings in shares of Eli Lilly and Company by 263.6% during the 2nd quarter. Bare Financial Services Inc now owns 40 shares of the company’s stock worth $31,000 after buying an additional 29 shares in the last quarter. Institutional investors own 82.53% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research analysts have recently commented on the stock. Rothschild & Co Redburn increased their target price on shares of Eli Lilly and Company from $775.00 to $830.00 and gave the stock a “neutral” rating in a report on Monday, January 26th. Morgan Stanley increased their price objective on shares of Eli Lilly and Company from $1,290.00 to $1,313.00 and gave the company an “overweight” rating in a research note on Thursday, February 5th. Cantor Fitzgerald boosted their target price on shares of Eli Lilly and Company from $985.00 to $1,205.00 and gave the stock an “overweight” rating in a research note on Thursday, February 5th. BMO Capital Markets reiterated an “outperform” rating and set a $1,300.00 price target on shares of Eli Lilly and Company in a report on Thursday, February 5th. Finally, Sanford C. Bernstein reissued an “outperform” rating on shares of Eli Lilly and Company in a report on Friday, December 19th. Two analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and five have issued a Hold rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $1,228.54.

Key Stories Impacting Eli Lilly and Company

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

• Positive Sentiment: Head‑to‑head trial: Novo Nordisk’s next‑gen obesity drug failed to demonstrate non‑inferiority to Lilly’s tirzepatide in an 84‑week study, boosting expectations that Lilly will maintain or grow market share in the lucrative weight‑loss category. Novo Nordisk’s obesity drug falls short against Eli Lilly’s (Reuters)
• Positive Sentiment: FDA label expansion & product launch: The FDA approved a four‑dose multi‑use KwikPen for Zepbound; Lilly announced immediate launch and said the self‑pay price option remains the same, which may lower friction for patients and improve adherence/retention. Eli Lilly’s Zepbound Gets FDA OK for Multi‑Dose Pen (WSJ)
• Positive Sentiment: Commercial positioning: Lilly’s KwikPen offers a month of doses in one device and a $299 self‑pay option, which investors view as a retention and convenience win that could support longer customer lifecycles and stable revenue per patient. Zepbound now available in multi‑dose KwikPen (PR Newswire)
• Positive Sentiment: Pipeline and combo data: Lilly reported positive data showing Taltz plus Zepbound outperformed Taltz alone in overweight/obese psoriasis patients — broadens use cases and supports incremental label/market opportunities. LLY expands pipeline with positive trial data (InsiderMonkey)
• Positive Sentiment: Institutional demand and analyst support: Reports show hedge funds and ETFs increased exposure to mega‑caps including Lilly, and some firms have recently raised price targets — supporting momentum and liquidity. Hedge funds’ Eli Lilly buying spree (Benzinga)
• Negative Sentiment: Insider/large‑holder selling flagged by data aggregators — large institutional rebalancing (e.g., Lilly Endowment sales reported) shows notable share dispositions in recent quarters; investors may watch whether selling continues or is one‑time reallocation. QuiverQuant note on insider & institutional activity

Eli Lilly and Company Stock Up 4.7%

Eli Lilly and Company stock opened at $1,057.38 on Tuesday. The company has a market capitalization of $997.49 billion, a PE ratio of 46.07, a PEG ratio of 1.17 and a beta of 0.39. Eli Lilly and Company has a 12-month low of $623.78 and a 12-month high of $1,133.95. The firm’s fifty day moving average is $1,054.73 and its 200 day moving average is $920.78. 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 posted its quarterly earnings results on Wednesday, February 4th. The company reported $7.54 earnings per share for the quarter, beating 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 firm 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 firm posted $5.32 earnings per share. The business’s revenue was up 42.6% compared to the same quarter last year. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. As a group, sell-side analysts predict that Eli Lilly and Company will post 23.48 EPS for the current fiscal year.

Eli Lilly and Company Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Friday, February 13th will be issued a dividend of $1.73 per share. This is a positive change from Eli Lilly and Company’s previous quarterly dividend of $1.50. This represents a $6.92 annualized dividend and a dividend yield of 0.7%. The ex-dividend date is Friday, February 13th. Eli Lilly and Company’s dividend payout ratio is presently 30.15%.

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.