Chicago Capital LLC Has $84.59 Million Stake in Eli Lilly and Company $LLY

Chicago Capital LLC grew its holdings in Eli Lilly and Company (NYSE:LLY) by 1.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 78,712 shares of the company’s stock after buying an additional 756 shares during the period. Eli Lilly and Company accounts for about 2.1% of Chicago Capital LLC’s portfolio, making the stock its 14th biggest holding. Chicago Capital LLC’s holdings in Eli Lilly and Company were worth $84,590,000 at the end of the most recent quarter.

A number of other hedge funds also recently made changes to their positions in LLY. Brighton Jones LLC lifted its position in shares of Eli Lilly and Company by 22.0% in the fourth quarter. Brighton Jones LLC now owns 9,597 shares of the company’s stock valued at $7,409,000 after buying an additional 1,730 shares during the last quarter. Revolve Wealth Partners LLC lifted its position in shares of Eli Lilly and Company by 2.8% in the fourth quarter. Revolve Wealth Partners LLC now owns 1,471 shares of the company’s stock valued at $1,136,000 after buying an additional 40 shares during the last quarter. Schnieders Capital Management LLC. lifted its position in shares of Eli Lilly and Company by 16.7% in the second quarter. Schnieders Capital Management LLC. now owns 7,993 shares of the company’s stock valued at $6,231,000 after buying an additional 1,141 shares during the last quarter. Flow Traders U.S. LLC acquired a new stake in shares of Eli Lilly and Company in the second quarter valued at approximately $356,000. Finally, Nebula Research & Development LLC acquired a new stake in shares of Eli Lilly and Company in the second quarter valued at approximately $749,000. 82.53% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of analysts have recently issued reports on LLY shares. UBS Group reaffirmed a “buy” rating on shares of Eli Lilly and Company in a research report on Wednesday, March 18th. Truist Financial reaffirmed a “buy” rating on shares of Eli Lilly and Company in a research report on Monday, February 23rd. Morgan Stanley lifted their price target on Eli Lilly and Company from $1,313.00 to $1,327.00 and gave the stock an “overweight” rating in a report on Friday, April 10th. Scotiabank reissued an “outperform” rating and set a $1,300.00 price target on shares of Eli Lilly and Company in a report on Thursday, February 5th. Finally, Royal Bank Of Canada started coverage on Eli Lilly and Company in a report on Tuesday, February 24th. They set an “outperform” rating and a $1,250.00 price target for the company. 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 given a Sell rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $1,224.59.

Eli Lilly and Company Stock Performance

NYSE:LLY opened at $903.54 on Wednesday. The stock has a market cap of $853.68 billion, a P/E ratio of 39.37, a PEG ratio of 1.07 and a beta of 0.51. The stock has a 50 day simple moving average of $966.24 and a 200 day simple moving average of $984.53. 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 released its quarterly earnings results on Wednesday, February 4th. The company reported $7.54 earnings per share for the quarter, topping the consensus estimate of $7.48 by $0.06. The business had revenue of $19.29 billion during the quarter, compared to analysts’ expectations of $17.85 billion. Eli Lilly and Company had a return on equity of 102.94% and a net margin of 31.66%.The firm’s revenue for the quarter was up 42.6% compared to the same quarter last year. During the same period last year, the firm posted $5.32 EPS. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. Research analysts anticipate that Eli Lilly and Company will post 34.7 earnings per share for the current year.

Key Headlines Impacting Eli Lilly and Company

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

• Positive Sentiment: Lilly announced a deal to acquire Kelonia Therapeutics in a transaction worth up to $7 billion (about $3.25B upfront), adding an in‑vivo CAR‑T platform and an early‑stage multiple myeloma program to its genetic‑medicine/oncology pipeline — a strategic diversification beyond GLP‑1s that supports long‑term growth expectations. Lilly to acquire Kelonia Therapeutics (PR Newswire)
• Positive Sentiment: Analysts view the Kelonia purchase as a strategic bet on next‑generation in‑vivo CAR‑T; UBS maintained a Buy with a $1,250 target, highlighting pipeline upside that could materially expand Lilly’s long‑term addressable market. MSN: Eli Lilly doubles down on in vivo with $7bn Kelonia buyout
• Neutral Sentiment: Lilly formally ended a prior collaboration with Rigel Pharmaceuticals; Rigel says it has regained rights to the program. This is more of a portfolio cleanup than a material pipeline loss for Lilly, but it removes optionality tied to that partnership. Rigel regains rights as Lilly ends collaboration
• Neutral Sentiment: A court ruled Eli Lilly can proceed with a lawsuit against a telehealth seller of weight‑loss drugs — the case could protect Lilly’s commercial and IP interests but is ongoing and uncertain in outcome. Court allows Lilly lawsuit to proceed (Courthouse News)
• Negative Sentiment: Competitive and distribution risks are pressuring sentiment: coverage highlights Amazon’s moves into GLP‑1 distribution, which could increase price/volume pressure in Lilly’s high‑margin weight‑loss franchise. This helped weigh on the stock despite the acquisition. How Amazon is shaking up the GLP‑1 game (Yahoo)
• Negative Sentiment: Near‑term market reaction: coverage and trading notes show LLY pulled back more than the market on these headlines as investors weigh the near‑term cash outflow, dilution of focus from blockbuster GLP‑1s, and competitive risks. Zacks: LLY declines more than market

Eli Lilly and 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.