55 North Private Wealth LLC Makes New $1.04 Million Investment in Eli Lilly and Company $LLY

55 North Private Wealth LLC acquired a new stake in shares of Eli Lilly and Company (NYSE:LLY) during the 4th quarter, according to its most recent 13F filing with the SEC. The firm acquired 970 shares of the company’s stock, valued at approximately $1,042,000.

Other large investors also recently modified their holdings of the company. Vanguard Group Inc. increased its stake in 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 in the last quarter. State Street Corp lifted its position in shares of Eli Lilly and Company by 0.6% in 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 boosted its stake in shares of Eli Lilly and Company by 20.9% in the third 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 period. Wellington Management Group LLP boosted its stake in shares of 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, Capital International Investors grew its position in shares of Eli Lilly and Company by 6.1% during the third quarter. Capital International Investors now owns 10,001,509 shares of the company’s stock worth $7,628,447,000 after purchasing an additional 579,381 shares in the last quarter. Hedge funds and other institutional investors own 82.53% of the company’s stock.

Analysts Set New Price Targets

Several analysts recently issued reports on LLY shares. CICC Research lifted their target price on Eli Lilly and Company from $1,060.00 to $1,107.00 and gave the company a “neutral” rating in a research note on Wednesday, February 11th. Wells Fargo & Company upped their price target on Eli Lilly and Company from $1,200.00 to $1,280.00 and gave the stock an “overweight” rating in a research note on Thursday, February 5th. JPMorgan Chase & Co. increased their price objective on shares of Eli Lilly and Company from $1,150.00 to $1,300.00 and gave the company an “overweight” rating in a report on Thursday, February 5th. Guggenheim lifted their price objective on shares of Eli Lilly and Company from $1,163.00 to $1,183.00 and gave the company a “buy” rating in a research report on Tuesday. Finally, The Goldman Sachs Group set a $1,260.00 target price on shares of Eli Lilly and Company in a report on Thursday, February 5th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $1,225.33.

Eli Lilly and Company Trading Down 0.4%

Shares of LLY opened at $917.94 on Friday. The stock has a market capitalization of $867.29 billion, a PE ratio of 40.00, a P/E/G ratio of 1.09 and a beta of 0.51. The company’s fifty day moving average is $961.94 and its 200 day moving average is $983.63. The company has a debt-to-equity ratio of 1.54, a quick ratio of 1.19 and a current ratio of 1.58. Eli Lilly and Company has a fifty-two week low of $623.78 and a fifty-two week high of $1,133.95.

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, beating 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 during the quarter, compared to analyst estimates of $17.85 billion. During the same quarter last year, the business earned $5.32 earnings per share. Eli Lilly and Company’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. Sell-side analysts expect that Eli Lilly and Company will post 33.95 earnings per share for the current fiscal year.

Eli Lilly and Company News Roundup

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

• Positive Sentiment: Expanded Hims & Hers partnership broadens distribution of Lilly’s GLP‑1 weight‑loss drugs via Hims’ platform—boosts patient access and recurring script volume potential. Eli Lilly (LLY) Expands Partnership with Hims & Hers
• Positive Sentiment: Hims will allow providers to prescribe scripts filled by LillyDirect, extending Lilly’s direct‑to‑consumer reach and potentially increasing channel efficiency for GLP‑1s. Hims Yields Ground in GLP-1 Market. Why Its CEO Is Calling It the Netflix of Pharma.
• Positive Sentiment: Phase 1 renal study of LY3537982 has completed, lowering early‑stage clinical risk for this asset and de‑risking part of Lilly’s pipeline. Eli Lilly’s LY3537982 Renal Study Reaches Completion, Reducing Early‑Stage Risk for LLY Investors
• Positive Sentiment: Analysts and strategists continue to back Lilly: Guggenheim raised its price target and maintained a buy stance, and Bernstein reiterated strong conviction ahead of Q1—supportive for sentiment and flows. Guggenheim Adjusts Price Target on Eli Lilly
• Positive Sentiment: Company is diversifying beyond GLP‑1s with the Kelonia acquisition and oncology focus (e.g., Verzenio and new launches), which underpins revenue diversification narratives. Eli Lilly Is More Than GLP-1 Drugs. The Stock Looks Attractive.
• Neutral Sentiment: Valuation pieces argue Lilly may still be attractively priced on long‑term metrics despite a high share price—useful for longer‑term investors but less relevant to near‑term moves. Is Eli Lilly Stock Actually … Cheap? The Surprising Math Behind Its 2026 Valuation.
• Negative Sentiment: Analyst caution about the upcoming quarter: at least one wire notes Lilly lacks the ideal setup for an earnings beat next week, which raises short‑term risk to the stock if results or EPS guidance disappoint. Eli Lilly (LLY) Earnings Expected to Grow: What to Know Ahead of Next Week’s Release
• Negative Sentiment: Recent intraday weakness and a recent session where LLY underperformed the market highlight short‑term volatility risk amid mixed headlines. Eli Lilly (LLY) Declines More Than Market: Some Information for Investors

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.