Congress Asset Management Co. Decreases Stock Holdings in Eli Lilly and Company $LLY

Congress Asset Management Co. reduced its position in Eli Lilly and Company (NYSE:LLY) by 7.0% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 13,817 shares of the company’s stock after selling 1,046 shares during the period. Congress Asset Management Co.’s holdings in Eli Lilly and Company were worth $14,849,000 at the end of the most recent quarter.

Several other large investors have also recently modified their holdings of LLY. 10Elms LLP boosted its stake in Eli Lilly and Company by 33.3% in the third quarter. 10Elms LLP now owns 40 shares of the company’s stock valued at $31,000 after acquiring an additional 10 shares in the last quarter. Bridgewater Advisors Inc. increased its position in shares of Eli Lilly and Company by 0.3% during the third quarter. Bridgewater Advisors Inc. now owns 3,955 shares of the company’s stock worth $3,018,000 after purchasing an additional 11 shares in the last quarter. Manske Wealth Management increased its position in shares of Eli Lilly and Company by 2.5% during the third quarter. Manske Wealth Management now owns 448 shares of the company’s stock worth $342,000 after purchasing an additional 11 shares in the last quarter. Guardian Partners Inc. lifted its holdings in shares of Eli Lilly and Company by 0.3% during the 3rd quarter. Guardian Partners Inc. now owns 4,000 shares of the company’s stock valued at $3,302,000 after purchasing an additional 12 shares during the last quarter. Finally, Strategic Investment Solutions Inc. IL boosted its position in shares of Eli Lilly and Company by 1.6% in the 3rd quarter. Strategic Investment Solutions Inc. IL now owns 741 shares of the company’s stock worth $565,000 after purchasing an additional 12 shares in the last quarter. Institutional investors own 82.53% of the company’s stock.

Analyst Upgrades and Downgrades

LLY has been the topic of several research analyst reports. TD Cowen boosted their target price on Eli Lilly and Company from $960.00 to $1,250.00 and gave the stock a “buy” rating in a research note on Thursday, January 29th. Royal Bank Of Canada initiated coverage on shares of Eli Lilly and Company in a research note on Tuesday, February 24th. They issued an “outperform” rating and a $1,250.00 target price for the company. Guggenheim boosted their target price on shares of Eli Lilly and Company from $1,161.00 to $1,168.00 and gave the stock a “buy” rating in a research report on Thursday, February 26th. Cantor Fitzgerald upped their price target on shares of Eli Lilly and Company from $985.00 to $1,205.00 and gave the company an “overweight” rating in a research note on Thursday, February 5th. Finally, Zacks Research cut shares of Eli Lilly and Company from a “strong-buy” rating to a “hold” rating in a report on Friday, January 30th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, Eli Lilly and Company presently has an average rating of “Moderate Buy” and a consensus target price of $1,221.44.

Key Headlines Impacting Eli Lilly and Company

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

• Positive Sentiment: Morgan Stanley reiterated an Overweight rating and a $1,313 price target, highlighting Lilly’s new employer access platform for obesity therapies and reinforcing bullish institutional support. Morgan Stanley Reiterates Overweight on Eli Lilly (LLY), Cites Growth Potential of New Platform
• Positive Sentiment: Ongoing GLP‑1 strength is repeatedly cited as the core growth engine — multiple analyst/fund notes point to blockbuster obesity/weight‑management drugs as the main revenue driver. Eli Lilly (LLY) Gained From Growth in its GLP-1 Franchises Drugs
• Positive Sentiment: Distribution expansion: Kroger pharmacies began offering Lilly’s Zepbound weight‑management product with support/savings programs, improving retail access and patient uptake prospects. What Kroger (KR)’s New Zepbound Access and Premium Ice Cream Push Means For Shareholders
• Positive Sentiment: Clinical progress: Lilly completed a pediatric pharmacokinetic (PK) study for a next‑gen diabetes candidate, de‑risking a development path that could broaden the diabetes portfolio. Lilly Advances Next-Gen Diabetes Drug With Completed Pediatric PK Study
• Positive Sentiment: Retail/influencer support: Jim Cramer and other high‑profile commentators continue to include LLY among top healthcare picks, adding retail momentum. Is Eli Lilly (LLY) The Best Healthcare Stock to Buy According to Jim Cramer?
• Neutral Sentiment: Zacks noted Lilly outpaced the market in the latest session, reflecting the mix of positive headlines but not adding new catalysts. Eli Lilly (LLY) Outpaces Stock Market Gains: What You Should Know
• Neutral Sentiment: Valuation/peer debate continues — analyses contrasting Lilly vs. Novo Nordisk and AbbVie focus investor attention on whether LLY’s premium multiple already prices in growth. Novo Nordisk Vs. Eli Lilly: Cheap Vs. Expensive, But No Clear Opportunity
• Negative Sentiment: Product rationalization risk: Lilly plans to phase out select insulin products across Europe by 2027 — could lower sales in that region and signals portfolio adjustments that investors should model. Eli Lilly to phase out select insulin products across Europe by 2027
• Negative Sentiment: Heightened public/policy scrutiny around GLP‑1s (societal obligation debate) could lead to reputational or reimbursement pressure even as sales grow. Eli Lilly and the ‘societal obligation’ of GLP-1s

Eli Lilly and Company Price Performance

Shares of NYSE LLY opened at $915.71 on Thursday. Eli Lilly and Company has a 52 week low of $623.78 and a 52 week high of $1,133.95. The business’s 50 day moving average price is $1,013.13 and its 200 day moving average price is $961.39. 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 firm has a market cap of $865.18 billion, a P/E ratio of 39.90, a P/E/G ratio of 1.05 and a beta of 0.40.

Eli Lilly and Company (NYSE:LLY) last posted its quarterly earnings results on Wednesday, February 4th. The company reported $7.54 earnings per share (EPS) 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 company had revenue of $19.29 billion during the quarter, compared to analyst estimates of $17.85 billion. During the same period last year, the firm posted $5.32 EPS. Eli Lilly and 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. On average, sell-side analysts expect that Eli Lilly and Company will post 23.48 earnings per share for the current year.

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.