Ameriprise Financial Inc. Has $2.27 Billion Stake in Eli Lilly and Company $LLY

Ameriprise Financial Inc. boosted its holdings in shares of Eli Lilly and Company (NYSE:LLY) by 1.8% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,970,160 shares of the company’s stock after buying an additional 52,090 shares during the period. Eli Lilly and Company comprises 0.5% of Ameriprise Financial Inc.’s portfolio, making the stock its 26th largest holding. Ameriprise Financial Inc. owned approximately 0.31% of Eli Lilly and Company worth $2,265,986,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P. raised its stake in shares of Eli Lilly and Company by 1.2% in the 3rd quarter. Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P. now owns 1,710 shares of the company’s stock valued at $1,305,000 after buying an additional 20 shares in the last quarter. Warther Private Wealth LLC boosted its position in shares of Eli Lilly and Company by 734.6% during the 3rd quarter. Warther Private Wealth LLC now owns 22,101 shares of the company’s stock valued at $16,863,000 after acquiring an additional 19,453 shares in the last quarter. Creative Planning boosted its position in shares of Eli Lilly and Company by 32.2% during the 3rd quarter. Creative Planning now owns 353,081 shares of the company’s stock valued at $269,401,000 after acquiring an additional 86,089 shares in the last quarter. Lazard Asset Management LLC increased its stake in Eli Lilly and Company by 6.5% in the third quarter. Lazard Asset Management LLC now owns 1,083,948 shares of the company’s stock valued at $826,650,000 after acquiring an additional 66,050 shares during the period. Finally, AQR Capital Management LLC increased its stake in Eli Lilly and Company by 30.0% in the third quarter. AQR Capital Management LLC now owns 451,182 shares of the company’s stock valued at $330,825,000 after acquiring an additional 104,207 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: Big, long‑term capacity bet in China: Lilly’s planned $3 billion, decade‑long buildout in China is being viewed as a strategic way to secure supply, win share in the fast‑growing GLP‑1 market there, and defend margins versus local competitors — a clear revenue runway catalyst. The Real Reason Eli Lilly Is Pouring $3 Billion Into China
• Positive Sentiment: Policy and access tailwinds: CMS expansion of Medicare access to Zepbound and Mounjaro broadens the addressable patient base and reduces a key barrier to volume growth for Lilly’s injectable GLP‑1s. This supports upside to near‑term sales forecasts. Eli Lilly (LLY) and CMS Expand Medicare Access to Zepbound and Mounjaro
• Positive Sentiment: Commercial & product expansion moves: Employer Connect and LillyDirect aim to unlock employer coverage and lower out‑of‑pocket friction for Zepbound, which could materially increase uptake if employers adopt the program. Combined with positive head‑to‑head oral GLP‑1 data for orforglipron, this strengthens the multi‑product growth story. Eli Lilly’s Employer Push Could Unlock New GLP-1 Demand
• Positive Sentiment: Clinical pipeline progress: Lilly advanced a Phase‑1 study of eloralintide in high‑risk kidney patients — additional indications or safety/efficacy data can expand uses and support valuation beyond obesity/diabetes franchises. Lilly Advances Eloralintide Study in High-Risk Kidney Patients: What Investors Should Know
• Positive Sentiment: Manufacturing footprint expansion: Smaller regional investments (e.g., Korea, Japan plant expansion) further de‑risk supply and support global launch scale for next‑gen GLP‑1s. These moves reduce disruption risk and help defend market share. Eli Lilly invests $500 million in Korea’s biotech growth
• Neutral Sentiment: Valuation / stock structure chatter: Continued outperformance has people speculating about a stock split (accessibility for retail investors), which is psychology‑driven and may influence retail flows but doesn’t change fundamentals. 3 Stocks That Could Be Next to Announce a Stock Split
• Negative Sentiment: Safety/supply headline risk: Lilly warned about an unknown impurity found in compounded tirzepatide mixed with vitamin B12 — this raises short‑term PR/regulatory risk and could spur use‑restrictions or additional scrutiny of compounding practices. Using Obesity Drug? Eli Lilly Flags Unknown Impurity Found In Compounded Weight Loss Drugs With Vitamin B12
• Negative Sentiment: Momentum concerns: Some analysts/commentary note weakening trading momentum since November — a reminder that lofty multiples and rate/flow dynamics can pressure the stock if sentiment turns. Eli Lilly Reaching For Peak GLP-1 Euphoria: Rotten Trading Momentum Since November

Eli Lilly and Company Price Performance

Shares of Eli Lilly and Company stock opened at $985.10 on Friday. The stock has a market capitalization of $930.74 billion, a price-to-earnings ratio of 42.92, a P/E/G ratio of 1.15 and a beta of 0.40. The firm’s 50-day moving average price is $1,037.28 and its two-hundred day moving average price is $950.80. The company has a current ratio of 1.58, a quick ratio of 1.19 and a debt-to-equity ratio of 1.54. Eli Lilly and Company has a 1-year low of $623.78 and a 1-year high of $1,133.95.

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

Wall Street Analysts Forecast Growth

LLY has been the subject of a number of analyst reports. Sanford C. Bernstein restated an “outperform” rating on shares of Eli Lilly and Company in a research note on Tuesday. Argus upped their price objective on Eli Lilly and Company from $930.00 to $1,200.00 and gave the company a “buy” rating in a research note on Monday, February 9th. Daiwa Securities Group increased their target price on Eli Lilly and Company from $1,230.00 to $1,250.00 and gave the stock a “buy” rating in a report on Wednesday, February 18th. JPMorgan Chase & Co. raised their target price on Eli Lilly and Company from $1,150.00 to $1,300.00 and gave the stock an “overweight” rating in a research report on Thursday, February 5th. Finally, BMO Capital Markets reaffirmed an “outperform” rating and issued a $1,300.00 price target on shares of Eli Lilly and Company in a research note on Thursday, February 5th. Two research analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating and five have given a Hold rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $1,229.59.

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.