Achmea Investment Management B.V. lowered its stake in Eli Lilly and Company (NYSE:LLY – Free Report) by 4.2% during the third quarter, according to the company in its most recent filing with the SEC. The fund owned 61,849 shares of the company’s stock after selling 2,684 shares during the period. Achmea Investment Management B.V.’s holdings in Eli Lilly and Company were worth $47,190,000 as of its most recent filing with the SEC.
Several other large investors have also recently bought and sold shares of the stock. Brighton Jones LLC raised 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 in the last quarter. Revolve Wealth Partners LLC lifted its position in shares of Eli Lilly and Company by 2.8% during the 4th quarter. Revolve Wealth Partners LLC now owns 1,471 shares of the company’s stock valued at $1,136,000 after acquiring an additional 40 shares during the period. Schnieders Capital Management LLC. grew its holdings in shares of Eli Lilly and Company by 16.7% during the 2nd quarter. Schnieders Capital Management LLC. now owns 7,993 shares of the company’s stock worth $6,231,000 after purchasing an additional 1,141 shares in the last quarter. United Advisor Group LLC grew its holdings in shares of Eli Lilly and Company by 47.9% during the 2nd quarter. United Advisor Group LLC now owns 806 shares of the company’s stock worth $628,000 after purchasing an additional 261 shares in the last quarter. Finally, Highview Capital Management LLC DE increased its position in shares of Eli Lilly and Company by 1.5% in the second quarter. Highview Capital Management LLC DE now owns 5,793 shares of the company’s stock worth $4,516,000 after purchasing an additional 85 shares during the period. 82.53% of the stock is owned by institutional investors.
Key Stories Impacting Eli Lilly and Company
Here are the key news stories impacting Eli Lilly and Company this week:
- Positive Sentiment: Study finds stopping GLP‑1s raises heart attack, stroke and death risk — this supports chronic use of Lilly’s diabetes/obesity medicines, which can support long-term revenue and pricing resilience. Healthy Returns: Stopping GLP-1s raises risk of heart attack, stroke and death, study says
- Positive Sentiment: Lilly is investing heavily in manufacturing capacity — $1.8B to update Indianapolis operations plus plans for a $3.5B Pennsylvania plant — which supports supply readiness as demand scales and could ease future bottlenecks. Lilly spending $1.8B to update Indianapolis manufacturing operations Eli Lilly’s road to Pennsylvania, details of new $3.5B plant, celebrated in the Lehigh Valley
- Neutral Sentiment: Opinion pieces weigh competitive dynamics—some bullish views argue Lilly remains a market leader and a buy alongside peers (Roche), highlighting structural growth; these are balanced takes rather than new data. Roche Vs. Eli Lilly: Nvidia Deals, Obesity Battles Stoke Rivalry (I’d Buy Both)
- Neutral Sentiment: Technical/market commentary notes the stock is oversold after the pullback and approaching potential support levels—this frames a “buy‑the‑dip” debate but is not a fundamental catalyst. Stock Of The Day: Is The Eli Lilly Selloff Over?
- Negative Sentiment: HSBC downgraded LLY to “Reduce” (from Hold), cutting its price target to $850 and citing U.S. pricing pressure, intensifying competition (oral pills, rival GLP‑1s) and what it sees as overhyped obesity‑market assumptions—this is the primary driver of the day’s share weakness. Eli Lilly and Company (LLY) Gets Downgraded to Reduce From Hold by HSBC – Here’s Why
- Negative Sentiment: Multiple analyst writeups and headlines highlight heightened rivalry (Novo Nordisk, Roche), mixed FDA signals around oral obesity pills and the risk that market share/pricing assumptions for tirzepatide products may be too optimistic—adding to near‑term downside risk. ‘Run for the Hills,’ Says Analyst About Eli Lilly Stock (LLY) Eli Lilly Falls 5% — FDA Oral Obesity Pill Decision and Novo Nordisk Rivalry Weigh on Shares
Eli Lilly and Company Price Performance
Eli Lilly and Company (NYSE:LLY – Get Free Report) last posted 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 net margin of 31.66% and a return on equity of 102.94%. The firm had revenue of $19.29 billion for the quarter, compared to analysts’ expectations of $17.85 billion. During the same quarter in the previous year, the firm posted $5.32 earnings per share. The company’s revenue 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. Research analysts anticipate that Eli Lilly and Company will post 23.48 EPS for the current fiscal year.
Analysts Set New Price Targets
LLY has been the subject of several recent analyst reports. Loop Capital set a $1,200.00 price objective on shares of Eli Lilly and Company in a research report on Tuesday, February 10th. Wall Street Zen raised shares of Eli Lilly and Company from a “buy” rating to a “strong-buy” rating in a report on Saturday, March 7th. Argus boosted their target price on shares of Eli Lilly and Company from $930.00 to $1,200.00 and gave the company a “buy” rating in a research report on Monday, February 9th. Morgan Stanley reiterated an “overweight” rating and set a $1,313.00 price target on shares of Eli Lilly and Company in a research report on Thursday, March 5th. Finally, Weiss Ratings reissued a “buy (b-)” rating on shares of Eli Lilly and Company in a research note on Monday, December 22nd. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $1,221.44.
Check Out Our Latest Stock Report on Eli Lilly and Company
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.
Recommended Stories
Receive News & Ratings for Eli Lilly and Company Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Eli Lilly and Company and related companies with MarketBeat.com's FREE daily email newsletter.
