Bank of Montreal Can Buys 127,679 Shares of Eli Lilly and Company $LLY

Bank of Montreal Can boosted its position in Eli Lilly and Company (NYSE:LLY) by 8.9% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,569,917 shares of the company’s stock after buying an additional 127,679 shares during the period. Bank of Montreal Can owned approximately 0.17% of Eli Lilly and Company worth $1,197,846,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Brighton Jones LLC raised its position in shares of Eli Lilly and Company by 22.0% during the fourth 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 period. Revolve Wealth Partners LLC lifted its holdings in shares of Eli Lilly and Company by 2.8% in the 4th quarter. Revolve Wealth Partners LLC now owns 1,471 shares of the company’s stock worth $1,136,000 after purchasing an additional 40 shares in the last quarter. Sequoia Financial Advisors LLC grew its position in Eli Lilly and Company by 19.0% in the 2nd quarter. Sequoia Financial Advisors LLC now owns 140,201 shares of the company’s stock valued at $109,291,000 after purchasing an additional 22,410 shares during the period. Schnieders Capital Management LLC. grew its position in Eli Lilly and Company by 16.7% in the 2nd quarter. Schnieders Capital Management LLC. now owns 7,993 shares of the company’s stock valued at $6,231,000 after purchasing an additional 1,141 shares during the period. Finally, Connor Clark & Lunn Investment Management Ltd. increased its stake in Eli Lilly and Company by 23.7% during the 2nd quarter. Connor Clark & Lunn Investment Management Ltd. now owns 42,073 shares of the company’s stock valued at $32,797,000 after purchasing an additional 8,055 shares in the last quarter. Institutional investors own 82.53% of the company’s stock.

Key Stories Impacting Eli Lilly and Company

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

• Positive Sentiment: Amazon Pharmacy will distribute Lilly’s Zepbound KwikPen, widening retail access and convenience for patients — a direct revenue tailwind for Lilly’s obesity franchise. Amazon Pharmacy Expands Access to Eli Lilly’s Zepbound KwikPen for Weight Management
• Positive Sentiment: Lilly agreed to invest $500M in South Korea’s biotech sector, signaling international expansion of R&D/manufacturing capacity and longer‑term growth optionality beyond current GLP‑1 sales. Eli Lilly Is Making a Big Bet on South Korea’s Biotech Sector
• Positive Sentiment: J.P. Morgan reiterated a Buy on LLY, offering buy‑side validation that supports investor appetite for the shares amid strong fundamentals and pipeline optionality. J.P. Morgan Keeps Their Buy Rating on Eli Lilly & Co (LLY)
• Neutral Sentiment: Market coverage pieces highlight Lilly as a megatrend play (GLP‑1, oncology, Alzheimer’s) — positive narrative for long‑term holders but not an immediate earnings driver. Megatrends Still Matter: 3 Growth Stocks for the Next 10 Years
• Neutral Sentiment: Multiple commentary pieces caution that LLY’s valuation is elevated despite recent pullbacks, which could limit upside or increase volatility if growth expectations slip. Should You Buy Eli Lilly Stock Now or Wait for More of a Pullback?
• Negative Sentiment: Regulatory/coverage risk: Lilly warned some basic Medicare plans may not implement the $50 monthly cap for weight‑loss drugs under the CMS model, potentially increasing out‑of‑pocket costs and limiting near‑term market uptake. Eli Lilly says some Medicare plans may exceed $50 cap for weight-loss drugs
• Negative Sentiment: Legal overhang: A U.S. court certified a nationwide class in racketeering litigation tied to the older diabetes drug Actos, raising potential cash‑flow and reputational risk if liabilities materialize. Actos Class Action Puts Eli Lilly Legal And Cash Flow Risks In Focus

Eli Lilly and Company Price Performance

LLY opened at $1,008.42 on Tuesday. Eli Lilly and Company has a 1 year low of $623.78 and a 1 year high of $1,133.95. The company has a debt-to-equity ratio of 1.54, a current ratio of 1.58 and a quick ratio of 1.19. The company has a market capitalization of $951.30 billion, a price-to-earnings ratio of 43.94, a P/E/G ratio of 1.15 and a beta of 0.40. The firm’s fifty day moving average price is $1,044.23 and its two-hundred day moving average price is $944.67.

Eli Lilly and Company (NYSE:LLY) last announced its earnings results 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 company had revenue of $19.29 billion during the quarter, compared to the consensus estimate of $17.85 billion. During the same quarter in the prior year, the company posted $5.32 earnings per share. The firm’s revenue for the quarter was up 42.6% on a year-over-year basis. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. As a group, analysts anticipate that Eli Lilly and Company will post 23.48 earnings per share for the current fiscal year.

Analyst Ratings Changes

Several research firms have weighed in on LLY. National Bank Financial set a $1,286.00 price objective on shares of Eli Lilly and Company in a report on Monday, December 1st. Freedom Capital upgraded shares of Eli Lilly and Company from a “hold” rating to a “strong-buy” rating in a report on Tuesday, February 10th. Rothschild & Co Redburn boosted their target price on shares of Eli Lilly and Company from $775.00 to $830.00 and gave the stock a “neutral” rating in a research report on Monday, January 26th. Truist Financial restated a “buy” rating on shares of Eli Lilly and Company in a report on Monday, February 23rd. Finally, Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and issued a $1,285.00 price target on shares of Eli Lilly and Company in a research report on Friday. Two research analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating and five have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $1,229.59.

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.