Eli Lilly and Company $LLY Shares Acquired by Farmers National Bank

Farmers National Bank increased its position in shares of Eli Lilly and Company (NYSE:LLY) by 17.9% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 4,111 shares of the company’s stock after purchasing an additional 623 shares during the period. Farmers National Bank’s holdings in Eli Lilly and Company were worth $3,137,000 as of its most recent SEC filing.

A number of other hedge funds have also recently added to or reduced their stakes in LLY. Sumitomo Mitsui Financial Group Inc. purchased a new position in shares of Eli Lilly and Company during the 2nd quarter worth approximately $27,000. Vermillion & White Wealth Management Group LLC lifted its holdings in shares of Eli Lilly and Company by 84.2% in the 3rd quarter. Vermillion & White Wealth Management Group LLC now owns 35 shares of the company’s stock valued at $27,000 after buying an additional 16 shares during the period. Evolution Wealth Management Inc. purchased a new stake in shares of Eli Lilly and Company in the second quarter valued at approximately $29,000. Steph & Co. grew its holdings in Eli Lilly and Company by 290.0% during the third quarter. Steph & Co. now owns 39 shares of the company’s stock worth $30,000 after acquiring an additional 29 shares during the period. Finally, Bare Financial Services Inc raised its position in Eli Lilly and Company by 263.6% in the second quarter. Bare Financial Services Inc now owns 40 shares of the company’s stock worth $31,000 after acquiring an additional 29 shares in the last quarter. Institutional investors and hedge funds own 82.53% of the company’s stock.

Eli Lilly and Company Trading Down 0.1%

NYSE:LLY opened at $916.94 on Friday. The company has a market capitalization 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 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 has a 52-week low of $623.78 and a 52-week high of $1,133.95. The stock has a fifty day simple moving average of $1,026.34 and a 200-day simple moving average of $954.98.

Eli Lilly and Company (NYSE:LLY) last released its quarterly earnings data on Wednesday, February 4th. The company reported $7.54 EPS for the quarter, topping 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 business had revenue of $19.29 billion for the quarter, compared to analyst estimates of $17.85 billion. During the same period in the previous year, the firm earned $5.32 EPS. The business’s revenue for the quarter 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. On average, equities research analysts expect that Eli Lilly and Company will post 23.48 earnings per share for the current fiscal year.

More Eli Lilly and Company News

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

Analyst Upgrades and Downgrades

A number of equities research analysts have commented on the company. Barclays assumed coverage on Eli Lilly and Company in a report on Thursday, February 19th. They issued an “overweight” rating and a $1,350.00 target price for the company. CICC Research increased their price target on shares of Eli Lilly and Company from $1,060.00 to $1,107.00 and gave the company a “neutral” rating in a report on Wednesday, February 11th. Royal Bank Of Canada assumed coverage on shares of Eli Lilly and Company in a research note on Tuesday, February 24th. They issued an “outperform” rating and a $1,250.00 price objective for the company. Scotiabank reissued 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. Finally, National Bank Financial set a $1,286.00 target price on shares of Eli Lilly and Company in a research report on Monday, December 1st. 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 given a Sell rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $1,221.44.

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.