Alecta Tjanstepension Omsesidigt Raises Holdings in Eli Lilly and Company $LLY

Alecta Tjanstepension Omsesidigt boosted its stake in Eli Lilly and Company (NYSE:LLY) by 0.1% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 543,400 shares of the company’s stock after purchasing an additional 800 shares during the period. Eli Lilly and Company comprises 1.8% of Alecta Tjanstepension Omsesidigt’s investment portfolio, making the stock its 14th largest position. Alecta Tjanstepension Omsesidigt owned 0.06% of Eli Lilly and Company worth $414,272,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Vanguard Group Inc. grew its position in shares of Eli Lilly and Company by 0.7% in the 3rd quarter. Vanguard Group Inc. now owns 80,959,089 shares of the company’s stock worth $61,771,785,000 after buying an additional 551,659 shares during the last quarter. State Street Corp raised its holdings in shares of Eli Lilly and Company by 0.6% during the third quarter. State Street Corp now owns 34,726,558 shares of the company’s stock valued at $26,496,364,000 after acquiring an additional 219,590 shares in the last quarter. Capital Research Global Investors raised its holdings in shares of Eli Lilly and Company by 20.9% during the third quarter. Capital Research Global Investors now owns 25,088,371 shares of the company’s stock valued at $19,141,787,000 after acquiring an additional 4,332,008 shares in the last quarter. Wellington Management Group LLP lifted its stake in Eli Lilly and Company by 4.1% in the third quarter. Wellington Management Group LLP now owns 14,563,780 shares of the company’s stock worth $11,112,164,000 after acquiring an additional 574,229 shares during the period. Finally, Laurel Wealth Advisors LLC lifted its stake in Eli Lilly and Company by 78,621.2% in the second quarter. Laurel Wealth Advisors LLC now owns 11,552,336 shares of the company’s stock worth $9,005,392,000 after acquiring an additional 11,537,661 shares during the period. Institutional investors own 82.53% of the company’s stock.

Key Stories Impacting Eli Lilly and Company

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

• Positive Sentiment: Phase 3 “TRANSCEND‑T2D‑1” topline: retatrutide (triple agonist) produced big A1C drops (≈1.7–2.0%) and ~16.8% weight loss at 40 weeks, with no plateau — a potential blockbuster next‑generation obesity/diabetes drug that could extend Lilly’s leadership and revenue runway. Lilly PR Newswire: Retatrutide Results
• Positive Sentiment: Pipeline breadth: Lilly launched a master IBD study and is advancing mirikizumab delivery and oral ulcerative colitis candidates — diversification beyond GLP‑1s that supports multiple future revenue streams. TipRanks: Master IBD Study
• Positive Sentiment: Capacity & manufacturing investment: Lilly is spending heavily to expand and modernize production (major plant plans and ~$1.8B+/upcoming $3.5B campus reports), reducing future supply risk for high-demand obesity/diabetes drugs. IBJ: Lilly Manufacturing Investment
• Neutral Sentiment: Additional coverage and patient data (Forbes/Benzinga/CNBC) reiterate strong weight‑loss and glycemic results for retatrutide — helpful for commercial narrative but largely a confirmation of the PR-driven catalyst already priced in by some investors. Forbes: Patient Results
• Neutral Sentiment: Reported insider/congressional buying is noted by media (visibility signal) but is not a reliable near‑term catalyst for price direction. MarketBeat: Congressional Trades
• Negative Sentiment: HSBC downgrade to “Reduce” (PT cut to ~$850) flagged persistent U.S. pricing pressure, rising competition and compounded tirzepatide risks — the downgrade has driven analyst-led selling and is the main immediate negative driver. Yahoo Finance: HSBC Downgrade
• Negative Sentiment: Competitive risk: Novo Nordisk won FDA clearance for a higher‑dose Wegovy (7.2 mg) with strong weight‑loss data and an April launch planned — intensifying head‑to‑head competition in the obesity market that could pressure pricing and share. Blockonomi: Novo Nordisk Higher Dose Wegovy

Analysts Set New Price Targets

LLY has been the topic of a number of research analyst reports. Argus boosted their price objective on shares of Eli Lilly and Company from $930.00 to $1,200.00 and gave the company a “buy” rating in a research report on Monday, February 9th. BMO Capital Markets reaffirmed an “outperform” rating and set a $1,300.00 target price on shares of Eli Lilly and Company in a research note on Thursday, February 5th. Sanford C. Bernstein reiterated an “outperform” rating on shares of Eli Lilly and Company in a research report on Tuesday, March 10th. Loop Capital set a $1,200.00 price objective on shares of Eli Lilly and Company in a report on Tuesday, February 10th. Finally, Jefferies Financial Group set a $1,300.00 price objective on Eli Lilly and Company and gave the company a “buy” rating in a research report on Friday, March 13th. Two equities research 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 assigned a Sell rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $1,221.44.

Eli Lilly and Company Stock Down 0.1%

LLY stock opened at $916.94 on Friday. Eli Lilly and Company has a twelve month low of $623.78 and a twelve month high of $1,133.95. The company has a quick ratio of 1.19, a current ratio of 1.58 and a debt-to-equity ratio of 1.54. The firm has a market cap of $866.34 billion, a PE ratio of 39.95, a price-to-earnings-growth ratio of 1.07 and a beta of 0.40. The business has a 50 day moving average of $1,026.34 and a 200 day moving average of $954.98.

Eli Lilly and Company (NYSE:LLY) last released its earnings results on Wednesday, February 4th. The company reported $7.54 EPS for the quarter, topping the consensus estimate of $7.48 by $0.06. The business had revenue of $19.29 billion for the quarter, compared to the consensus estimate of $17.85 billion. Eli Lilly and Company had a return on equity of 102.94% and a net margin of 31.66%.The company’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 posted $5.32 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. On average, research analysts forecast that Eli Lilly and Company will post 23.48 EPS 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.