Eastern Bank lifted its stake in Eli Lilly and Company (NYSE:LLY – Free Report) by 0.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 129,744 shares of the company’s stock after acquiring an additional 906 shares during the quarter. Eli Lilly and Company makes up approximately 2.4% of Eastern Bank’s investment portfolio, making the stock its 10th largest position. Eastern Bank’s holdings in Eli Lilly and Company were worth $139,433,000 as of its most recent SEC filing.
Several other institutional investors and hedge funds have also bought and sold shares of the stock. Vermillion & White Wealth Management Group LLC grew its stake in Eli Lilly and Company by 84.2% in the third quarter. Vermillion & White Wealth Management Group LLC now owns 35 shares of the company’s stock valued at $27,000 after purchasing an additional 16 shares in the last quarter. Evolution Wealth Management Inc. bought a new stake in shares of Eli Lilly and Company during the 2nd quarter worth approximately $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 buying an additional 29 shares during the last quarter. Bare Financial Services Inc grew its stake in shares of Eli Lilly and Company by 263.6% in the second quarter. Bare Financial Services Inc now owns 40 shares of the company’s stock valued at $31,000 after buying an additional 29 shares in the last quarter. Finally, 10Elms LLP grew its stake in shares of Eli Lilly and Company by 33.3% in the third quarter. 10Elms LLP now owns 40 shares of the company’s stock valued at $31,000 after buying an additional 10 shares in the last quarter. Institutional investors own 82.53% of the company’s stock.
Eli Lilly and Company News Roundup
Here are the key news stories impacting Eli Lilly and Company this week:
- Positive Sentiment: Expanded Insilico partnership — Lilly extended its AI-powered drug discovery tie-up with Insilico Medicine in a deal worth up to $2.75B, which gives Lilly exclusive global rights and potential accelerated pipeline growth. Eli Lilly extends partnership with Insilico Medicine
- Positive Sentiment: Commercialization upside — reports note an upfront payment (~$115M) plus milestone payments tied to programs that could accelerate time-to-market for AI-discovered oral therapeutics, a clear pipeline and revenue optionality positive for long-term growth. Eli Lilly reaches $2.75 billion deal with Insilico
- Positive Sentiment: Analyst support — Jefferies reiterated a Buy with a $1,300 price target, citing strong prescription trends for GLP‑1s and continued franchise momentum. Jefferies Remains a Buy on Eli Lilly
- Neutral Sentiment: Minor price-target tweaks — Guggenheim trimmed its price target slightly (from $1,168 to $1,163) but kept a Buy rating, indicating continued analyst confidence despite modest model updates. Guggenheim trims price target
- Neutral Sentiment: Sector tailwind — healthcare stocks were broadly higher today, lending some momentum to large-cap pharma names including Lilly. Sector Update: Health Care Stocks Higher
- Negative Sentiment: UK pricing/headwinds — Lilly has publicly pushed for regular NHS price increases and changes to the UK rebate scheme to restart investment, a stance that could provoke political and reimbursement pushback in a key market. Eli Lilly seeks higher NHS drug prices
- Negative Sentiment: Drug-pricing risk flagged — ETF commentary highlights drug-pricing policy and concentrated exposure to Lilly as risks for investors in healthcare funds, underscoring valuation and regulatory sensitivity. PPH ETF: Drug Pricing Policy and Eli Lilly Concentration
Eli Lilly and Company Trading Up 0.9%
Eli Lilly and Company (NYSE:LLY – Get Free Report) last released its quarterly earnings data on Wednesday, February 4th. The company reported $7.54 EPS for the quarter, beating the consensus estimate of $7.48 by $0.06. The firm had revenue of $19.29 billion for the quarter, compared to the consensus estimate of $17.85 billion. Eli Lilly and Company had a net margin of 31.66% and a return on equity of 102.94%. The company’s quarterly revenue was up 42.6% on a year-over-year basis. During the same period in the previous year, the company earned $5.32 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. Research analysts forecast that Eli Lilly and Company will post 23.48 EPS for the current year.
Analyst Ratings Changes
Several analysts have issued reports on the stock. Leerink Partners upped their price target on shares of Eli Lilly and Company from $1,234.00 to $1,296.00 and gave the stock an “outperform” rating in a research report on Thursday, February 5th. Barclays began coverage on shares of Eli Lilly and Company in a research note on Thursday, February 19th. They set an “overweight” rating and a $1,350.00 price objective on the stock. Daiwa Securities Group upped their target price on shares of Eli Lilly and Company from $1,230.00 to $1,250.00 and gave the company a “buy” rating in a report on Wednesday, February 18th. Royal Bank Of Canada initiated 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 target price for the company. Finally, CICC Research lifted their price target on Eli Lilly and Company from $1,060.00 to $1,107.00 and gave the stock a “neutral” rating in a report on Wednesday, February 11th. Two analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $1,221.26.
View Our Latest Stock Analysis on Eli Lilly and Company
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.
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