Eli Lilly and Company $LLY Shares Sold by Pallas Capital Advisors LLC

Pallas Capital Advisors LLC cut its holdings in Eli Lilly and Company (NYSE:LLY) by 3.3% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 17,339 shares of the company’s stock after selling 588 shares during the quarter. Pallas Capital Advisors LLC’s holdings in Eli Lilly and Company were worth $18,634,000 as of its most recent SEC filing.

Several other large investors have also made changes to their positions in LLY. Vermillion & White Wealth Management Group LLC grew its stake in Eli Lilly and Company by 84.2% in the 3rd quarter. Vermillion & White Wealth Management Group LLC now owns 35 shares of the company’s stock valued at $27,000 after acquiring an additional 16 shares during the period. Evolution Wealth Management Inc. acquired a new position in Eli Lilly and Company during the second quarter worth $29,000. Steph & Co. lifted its holdings in Eli Lilly and Company by 290.0% during the third quarter. Steph & Co. now owns 39 shares of the company’s stock valued at $30,000 after purchasing an additional 29 shares in the last quarter. Bare Financial Services Inc lifted its holdings in Eli Lilly and Company by 263.6% during the second quarter. Bare Financial Services Inc now owns 40 shares of the company’s stock valued at $31,000 after purchasing an additional 29 shares in the last quarter. Finally, 10Elms LLP grew its position in shares of 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 purchasing an additional 10 shares during the period. 82.53% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

LLY has been the subject of several research analyst reports. JPMorgan Chase & Co. upped their price target on shares of Eli Lilly and Company from $1,150.00 to $1,300.00 and gave the stock an “overweight” rating in a research report on Thursday, February 5th. Wall Street Zen upgraded Eli Lilly and Company from a “buy” rating to a “strong-buy” rating in a report on Sunday. Scotiabank reiterated an “outperform” rating and set a $1,300.00 price objective on shares of Eli Lilly and Company in a research note on Thursday, February 5th. Freedom Capital raised Eli Lilly and Company from a “hold” rating to a “strong-buy” rating in a report on Tuesday, February 10th. Finally, UBS Group restated a “buy” rating on shares of Eli Lilly and Company in a research report on Wednesday, March 18th. Two equities research 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 company’s stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $1,221.44.

Eli Lilly and Company Stock Performance

LLY opened at $878.10 on Monday. The firm has a market capitalization of $829.65 billion, a PE ratio of 38.26, a PEG ratio of 1.02 and a beta of 0.40. Eli Lilly and Company has a twelve month low of $623.78 and a twelve month high of $1,133.95. The firm’s 50-day moving average price is $1,007.25 and its 200 day moving average price is $964.88. The company has a current ratio of 1.58, a quick ratio of 1.19 and a debt-to-equity ratio of 1.54.

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, 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 analysts’ expectations of $17.85 billion. During the same quarter in the prior year, the company earned $5.32 EPS. Eli Lilly and Company’s revenue 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. As a group, sell-side analysts expect that Eli Lilly and Company will post 23.48 EPS for the current fiscal year.

Key Stories Impacting Eli Lilly and Company

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

• Positive Sentiment: Long-term efficacy data for EBGLYSS (lebrikizumab-lbkz) — new ADlong Phase 3b data show up to four years of durable skin clearance and itch relief, which strengthens Lilly’s immunology franchise beyond GLP-1s and supports future revenue durability. Lilly’s EBGLYSS (lebrikizumab-lbkz) delivered up to four years of durable disease control for patients with moderate-to-severe atopic dermatitis
• Positive Sentiment: Analyst estimate increases — Erste Group raised FY2026/2027 EPS assumptions, signaling improved analyst confidence in Lilly’s earnings trajectory. This supports longer-term upside expectations. Eli Lilly and Company Price/Analyst Coverage
• Positive Sentiment: Brokerage sentiment remains favorable — the stock carries an average rating of “Moderate Buy,” which can anchor buying interest on dips. Eli Lilly and Company (NYSE:LLY) Receives Average Rating of “Moderate Buy” from Brokerages
• Neutral Sentiment: Fund commentary — Janus Henderson’s “Forty Fund” mentioned LLY in its Q4/2025 letter, reflecting institutional interest but not a direct catalyst. Janus Henderson Forty Fund’s Updates on Eli Lilly and Company (LLY)
• Neutral Sentiment: Biotech market activity — new IPOs (e.g., Kailera Therapeutics) and industry reports keep capital flows and competition evolving but are not LLY-specific catalysts. Kailera Therapeutics files for US IPO
• Neutral Sentiment: Supreme Court action — Lilly has asked the U.S. Supreme Court to revisit a Civil War–era whistleblower law; the move could limit future qui tam exposure if successful, but outcome and timing are uncertain. Eli Lilly targets Civil War-era whistleblower law at US Supreme Court
• Negative Sentiment: RICO lawsuit risk — a filed RICO suit alleges conduct that, if successful, could lead to multi‑billion dollar damages, representing a clear legal overhang and downside risk to the stock. RICO suit vs. Lilly could reap billions if successful
• Negative Sentiment: Sector weakness — the NYSE Health Care Index was softer late in the session, creating downward pressure across large-cap pharma including LLY. Sector Update: Health Care Stocks Softer Late Afternoon

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.