Diversified Trust Co. Raises Position in Eli Lilly and Company $LLY

Diversified Trust Co. grew its stake in Eli Lilly and Company (NYSE:LLY) by 20.6% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 23,635 shares of the company’s stock after purchasing an additional 4,043 shares during the period. Eli Lilly and Company makes up about 0.5% of Diversified Trust Co.’s portfolio, making the stock its 29th biggest position. Diversified Trust Co.’s holdings in Eli Lilly and Company were worth $25,400,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also recently modified their holdings of LLY. Laurel Wealth Advisors LLC lifted its position in Eli Lilly and Company by 78,621.2% in the second quarter. Laurel Wealth Advisors LLC now owns 11,552,336 shares of the company’s stock worth $9,005,392,000 after buying an additional 11,537,661 shares during the last quarter. Norges Bank purchased a new position in Eli Lilly and Company during the second quarter worth $8,827,714,000. Capital Research Global Investors increased its position in Eli Lilly and Company by 20.9% during the third quarter. Capital Research Global Investors now owns 25,088,371 shares of the company’s stock valued at $19,141,787,000 after acquiring an additional 4,332,008 shares during the last quarter. Amundi increased its position in Eli Lilly and Company by 27.1% during the third quarter. Amundi now owns 4,525,902 shares of the company’s stock valued at $3,823,977,000 after acquiring an additional 964,675 shares during the last quarter. Finally, Victory Capital Management Inc. raised its stake in shares of Eli Lilly and Company by 47.6% in the third quarter. Victory Capital Management Inc. now owns 2,309,006 shares of the company’s stock valued at $1,761,772,000 after acquiring an additional 744,868 shares during the period. Hedge funds and other institutional investors own 82.53% of the company’s stock.

Eli Lilly and Company Price Performance

NYSE LLY opened at $902.00 on Wednesday. The company has a market cap of $852.23 billion, a PE ratio of 39.30, a P/E/G ratio of 1.06 and a beta of 0.40. The firm’s 50 day moving average price is $1,016.28 and its 200-day moving average price is $961.72. 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 52-week low of $623.78 and a 52-week high of $1,133.95.

Eli Lilly and Company (NYSE:LLY) last issued its quarterly earnings data on Wednesday, February 4th. The company reported $7.54 EPS for the quarter, topping analysts’ consensus estimates of $7.48 by $0.06. The company had revenue of $19.29 billion during the quarter, compared to the consensus estimate of $17.85 billion. Eli Lilly and Company had a net margin of 31.66% and a return on equity of 102.94%. Eli Lilly and Company’s revenue for the quarter was up 42.6% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $5.32 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. Sell-side analysts forecast that Eli Lilly and Company will post 23.48 EPS for the current fiscal year.

Analyst Ratings Changes

LLY has been the subject of a number of recent analyst reports. National Bank Financial set a $1,286.00 price target on shares of Eli Lilly and Company in a research note on Monday, December 1st. HSBC lowered shares of Eli Lilly and Company from a “hold” rating to a “reduce” rating and reduced their price objective for the stock from $1,070.00 to $850.00 in a research report on Tuesday, March 17th. Daiwa Securities Group raised their price objective on shares of Eli Lilly and Company from $1,230.00 to $1,250.00 and gave the stock a “buy” rating in a research note on Wednesday, February 18th. Freedom Capital upgraded Eli Lilly and Company from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, February 10th. Finally, Truist Financial reaffirmed a “buy” rating on shares of Eli Lilly and Company in a research note on Monday, February 23rd. 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 assigned a Sell rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $1,221.44.

Trending Headlines about Eli Lilly and Company

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

• Positive Sentiment: Retail/pharmacy distribution expands for Lilly’s obesity drug Zepbound as Kroger begins offering the Zepbound KwikPen plus support/savings programs in many stores — improves access and could lift prescription volume. What Kroger (KR)’s New Zepbound Access and Premium Ice Cream Push Means For Shareholders
• Positive Sentiment: Lilly completed a pediatric pharmacokinetic (PK) Phase 1 study for a next‑generation diabetes drug — a clinical progress update that de‑risks parts of the diabetes pipeline. Lilly Advances Next-Gen Diabetes Drug With Completed Pediatric PK Study
• Positive Sentiment: Morgan Stanley reiterated an Overweight rating and high price target, citing growth potential from Lilly’s new employer access platform for obesity therapies — supports longer‑term upside expectations. Morgan Stanley Reiterates Overweight on Eli Lilly (LLY), Cites Growth Potential of New Platform
• Neutral Sentiment: Local/community items (PR and planning) including a partnership on a downtown basketball court and regional planning meetings about site traffic — positive PR but unlikely to move fundamentals materially. Clark Foundation, Lilly to partner on new downtown basketball court
• Neutral Sentiment: Local permitting and planning scrutiny for a large Lehigh Valley manufacturing/project site — could affect timelines but is a localized execution issue rather than company‑wide demand. Massive Eli Lilly project goes under LVPC microscope Lehigh Valley planners to discuss traffic, other potential issues with proposed Eli Lilly plant
• Neutral Sentiment: Investor commentary and “buy the dip” pieces and analyst-upside roundups are circulating — they increase focus on valuation and catalysts but are market sentiment rather than company news. Want to Buy the Dip on Eli Lilly? Consider This Low-Cost Vanguard ETF
• Negative Sentiment: Lilly will phase out select insulin products across Europe by 2027 — may signal portfolio rationalization or market exits that could weigh on regional insulin revenue. Eli Lilly to phase out select insulin products across Europe by 2027
• Negative Sentiment: Legal risk: coverage notes that the U.S. Supreme Court revived Actos-related litigation exposure — renewed litigation risk can increase uncertainty and near‑term downside pressure. What’s Going On With Eli Lilly On Monday?
• Negative Sentiment: Near-term catalyst risk: analysts highlight an important April 10 test/catalyst (competitive positioning vs. Novo Nordisk and upcoming data/events) — such dates can amplify volatility. Eli Lilly Stock (LLY) Faces This Make-or-Break Test on April 10

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.