Copeland Capital Management LLC Decreases Stock Holdings in Eli Lilly and Company $LLY

Copeland Capital Management LLC reduced its stake in shares of Eli Lilly and Company (NYSE:LLY) by 4.9% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 19,879 shares of the company’s stock after selling 1,023 shares during the quarter. Copeland Capital Management LLC’s holdings in Eli Lilly and Company were worth $21,364,000 as of its most recent SEC filing.

A number of other hedge funds have also recently made changes to their positions in LLY. Brighton Jones LLC lifted its stake in shares of Eli Lilly and Company by 22.0% during the 4th quarter. Brighton Jones LLC now owns 9,597 shares of the company’s stock worth $7,409,000 after purchasing an additional 1,730 shares during the last quarter. Revolve Wealth Partners LLC raised its stake in 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. raised its stake in 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 purchased a new stake in Eli Lilly and Company in the second quarter valued at about $356,000. Finally, Nebula Research & Development LLC purchased a new stake in Eli Lilly and Company in the second quarter valued at about $749,000. 82.53% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of equities research analysts have commented on the company. Wall Street Zen cut Eli Lilly and Company from a “strong-buy” rating to a “buy” rating in a research note on Monday, April 6th. Rothschild & Co Redburn increased their price target on Eli Lilly and Company from $875.00 to $880.00 and gave the company a “neutral” rating in a research note on Friday, April 10th. Truist Financial reiterated a “buy” rating on shares of Eli Lilly and Company in a research note on Monday, February 23rd. JPMorgan Chase & Co. increased their price target on Eli Lilly and Company from $1,150.00 to $1,300.00 and gave the company an “overweight” rating in a research note on Thursday, February 5th. Finally, Berenberg Bank increased their price target on Eli Lilly and Company from $950.00 to $1,050.00 and gave the company a “hold” rating in a research note on Thursday, February 19th. Two research analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $1,216.52.

Eli Lilly and Company Trading Down 1.7%

Shares of NYSE:LLY opened at $868.59 on Tuesday. 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 market cap of $820.66 billion, a price-to-earnings ratio of 37.85, a PEG ratio of 1.05 and a beta of 0.51. The company has a quick ratio of 1.19, a current ratio of 1.58 and a debt-to-equity ratio of 1.54. The business has a 50-day moving average price of $955.40 and a 200-day moving average price of $985.96.

Eli Lilly and Company (NYSE:LLY) last announced its quarterly earnings data on Wednesday, February 4th. The company reported $7.54 earnings per share (EPS) for the quarter, topping the consensus estimate 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 firm had revenue of $19.29 billion during the quarter, compared to analysts’ expectations of $17.85 billion. During the same period last year, the business posted $5.32 earnings per share. The company’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. Equities analysts predict that Eli Lilly and Company will post 33.9 EPS for the current year.

Key Stories Impacting Eli Lilly and Company

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

• Positive Sentiment: Lilly agreed to acquire Ajax Therapeutics for up to $2.3 billion, adding AJ1-11095, a first‑in‑class Type II JAK2 inhibitor for myelofibrosis and polycythemia vera; the deal bolsters Lilly’s blood‑cancer pipeline and comes with Phase 1 data milestones later in 2026. Eli Lilly to acquire Ajax Therapeutics for up to $2.3 billion (Reuters)
• Positive Sentiment: April marks a continued buying spree for Lilly—this is at least the second oncology acquisition this month—signaling management’s deliberate push to diversify beyond GLP‑1s and build durable oncology revenues. Lilly Bets Again on Blood Cancer With Second Acquisition This Month (Yahoo)
• Neutral Sentiment: Jim Cramer flagged Lilly as a company that “will tell a good story” heading into earnings despite recent controversy, reflecting that broadcasters and some investors expect management to present positive near‑term messaging. Jim Cramer Says Eli Lilly “Will Tell a Good Story When It Reports” (Yahoo)
• Neutral Sentiment: Analysts and preview pieces highlight that Q1 earnings will be pivotal: GLP‑1 demand, pricing pressure, and Foundayo launch trends are key metrics to watch when Lilly reports. Will These 5 Drug Bigwigs Surpass Q1 Earnings Forecasts? (Zacks)
• Neutral Sentiment: Broader sector M&A (e.g., Organon/Sun Pharma) is keeping investor focus on consolidation in pharma, which can support valuation multiples for active acquirers like Lilly. Organon Rides the Pharma M&A Wave With Sun Takeover (Yahoo)
• Negative Sentiment: Prescription data show Lilly’s oral Foundayo trailing Novo Nordisk’s Wegovy pill at a similar launch stage, raising concerns about market share, launch momentum and near‑term revenue upside for Lilly’s obesity franchise. GLP-1 pill race heats up as Wegovy tablet holds strong against Lilly rival (Proactive)
• Negative Sentiment: Leerink Partners cut its price target on LLY from $1,296 to $1,058 while maintaining an outperform rating, a signal that at least some analysts see more near‑term downside or muted upside versus prior expectations. Leerink Partners adjusts PT on Eli Lilly (MarketScreener)

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.