Bingham Private Wealth LLC acquired a new stake in Eli Lilly and Company (NYSE:LLY – Free Report) during the fourth quarter, according to its most recent filing with the SEC. The firm acquired 1,002 shares of the company’s stock, valued at approximately $1,077,000.
Other hedge funds also recently modified their holdings of the company. Vanguard Group Inc. boosted 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 purchasing an additional 551,659 shares during the last quarter. State Street Corp boosted its stake in Eli Lilly and Company by 0.6% during the 3rd quarter. State Street Corp now owns 34,726,558 shares of the company’s stock worth $26,496,364,000 after acquiring an additional 219,590 shares during the last quarter. Capital Research Global Investors boosted its stake in Eli Lilly and Company by 20.9% during the 3rd quarter. Capital Research Global Investors now owns 25,088,371 shares of the company’s stock worth $19,141,787,000 after acquiring an additional 4,332,008 shares during the last quarter. Wellington Management Group LLP boosted its stake in Eli Lilly and Company by 4.1% during the 3rd 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 last quarter. Finally, Capital International Investors boosted its stake in Eli Lilly and Company by 6.1% during the 3rd quarter. Capital International Investors now owns 10,001,509 shares of the company’s stock worth $7,628,447,000 after acquiring an additional 579,381 shares during the last quarter. Institutional investors own 82.53% of the company’s stock.
Analyst Ratings Changes
Several research analysts recently weighed in on the stock. The Goldman Sachs Group set a $1,260.00 price objective on shares of Eli Lilly and Company in a research note on Thursday, February 5th. HSBC lowered shares of Eli Lilly and Company from a “hold” rating to a “reduce” rating and reduced their price objective for the stock from $1,070.00 to $850.00 in a research note on Tuesday, March 17th. Freedom Capital raised shares of Eli Lilly and Company from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, February 10th. Bank of America lifted their target price on Eli Lilly and Company from $1,293.00 to $1,294.00 and gave the stock a “buy” rating in a report on Thursday, April 2nd. Finally, Scotiabank reiterated an “outperform” rating and set a $1,300.00 target price on shares of Eli Lilly and Company in a report on Thursday, February 5th. Two analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, four have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $1,224.59.
Eli Lilly and Company News Summary
Here are the key news stories impacting Eli Lilly and Company this week:
- Positive Sentiment: Late‑stage ACHIEVE‑4 trial showed cardiovascular benefit (including a large reduction in all‑cause death in a pre‑planned analysis) and non‑inferiority vs. insulin — strengthens Foundayo’s safety/efficacy profile and supports use in diabetes. ACHIEVE‑4 PR
- Positive Sentiment: Commercial launch momentum: Foundayo recorded ~1,390 U.S. prescriptions in its first week, showing initial demand that supports broader revenue upside if uptake continues. Foundayo first‑week scripts
- Positive Sentiment: Analyst sentiment and revenue drivers remain constructive: Mounjaro, Zepbound and Foundayo sales are expected to support strong Q1 revenue — Lilly set to report on April 30. These commercial tailwinds underpin the company’s long‑term growth case. Q1 sales expectations
- Positive Sentiment: Pipeline and M&A expansion: Lilly is acquiring CrossBridge Bio (~$300M reported) to bolster oncology capabilities — diversifies growth beyond obesity/diabetes. CrossBridge Bio acquisition
- Neutral Sentiment: CEO commentary: Lilly’s CEO said weight‑loss drugs may eventually reach ~50% of potential users due to system and cost limits — a realistic market sizing comment that tempers but does not negate the long‑term opportunity. CEO market penetration remarks
- Neutral Sentiment: New entrants and IPOs (e.g., Kailera) show sustained investor interest in GLP‑1/weight‑loss space — increases funding and competition but also validates sector growth. Kailera IPO
- Neutral Sentiment: Lilly confirmed its Q1 2026 results and conference call date (April 30) — a near‑term event that could reprice expectations based on revenue/volume detail. Earnings date confirmation
- Negative Sentiment: Regulatory scrutiny: The FDA has requested additional post‑approval safety data and postmarketing studies for Foundayo (notably liver and cardiovascular signals), creating uncertainty around labeling, payer coverage and adoption. This prompted earlier selling pressure. FDA safety data request
- Negative Sentiment: Competitive/clinical nuance: A recent study suggested Novo Nordisk’s oral agent may better preserve lean body mass versus Lilly’s tirzepatide in some analyses — a potential marketing/clinical drawback to monitor. Lean mass study
- Negative Sentiment: Some outlets noted Foundayo’s initial scripts trail Novo’s oral product in early uptake — underscores competitive pressure in the U.S. obesity market. Launch comparison with Novo
Eli Lilly and Company Stock Performance
LLY opened at $926.90 on Friday. Eli Lilly and Company has a 52-week low of $623.78 and a 52-week high of $1,133.95. The firm has a market capitalization of $875.75 billion, a PE ratio of 40.39, a PEG ratio of 1.05 and a beta of 0.51. The company has a debt-to-equity ratio of 1.54, a quick ratio of 1.19 and a current ratio of 1.58. The business’s 50-day simple moving average is $971.16 and its 200 day simple moving average is $980.76.
Eli Lilly and Company (NYSE:LLY – Get Free Report) last announced its earnings results on Wednesday, February 4th. The company reported $7.54 earnings per share for the quarter, topping analysts’ consensus estimates of $7.48 by $0.06. Eli Lilly and Company had a return on equity of 102.94% and a net margin of 31.66%.The company had revenue of $19.29 billion for the quarter, compared to analyst estimates of $17.85 billion. During the same quarter last year, the company earned $5.32 earnings per share. The firm’s quarterly 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 expect that Eli Lilly and Company will post 23.48 earnings per share 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.
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