Chesley Taft & Associates LLC Buys 1,518 Shares of Eli Lilly and Company $LLY

Chesley Taft & Associates LLC boosted its stake in shares of Eli Lilly and Company (NYSE:LLY) by 7.3% during the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 22,441 shares of the company’s stock after buying an additional 1,518 shares during the period. Eli Lilly and Company makes up approximately 1.0% of Chesley Taft & Associates LLC’s holdings, making the stock its 29th largest holding. Chesley Taft & Associates LLC’s holdings in Eli Lilly and Company were worth $24,117,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently bought and sold shares of LLY. Vermillion & White Wealth Management Group LLC boosted its stake in shares of Eli Lilly and Company by 84.2% during the 3rd quarter. Vermillion & White Wealth Management Group LLC now owns 35 shares of the company’s stock worth $27,000 after purchasing an additional 16 shares during the period. Evolution Wealth Management Inc. purchased a new stake in Eli Lilly and Company in the 2nd quarter worth about $29,000. Steph & Co. raised its position in Eli Lilly and Company by 290.0% in the 3rd quarter. Steph & Co. now owns 39 shares of the company’s stock worth $30,000 after purchasing an additional 29 shares during the period. Bare Financial Services Inc lifted its stake in Eli Lilly and Company by 263.6% in the second quarter. Bare Financial Services Inc now owns 40 shares of the company’s stock worth $31,000 after purchasing an additional 29 shares during the last quarter. Finally, 10Elms LLP lifted 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 worth $31,000 after purchasing an additional 10 shares during the last quarter. 82.53% of the stock is owned by hedge funds and other institutional investors.

Eli Lilly and Company Stock Up 0.9%

Shares of NYSE LLY opened at $885.78 on Tuesday. Eli Lilly and Company has a 52-week low of $623.78 and a 52-week high of $1,133.95. The firm has a market capitalization of $836.90 billion, a price-to-earnings ratio of 38.60, a PEG ratio of 1.02 and a beta of 0.40. The stock has a 50 day moving average price of $1,004.20 and a 200 day moving average price of $965.80. 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 (NYSE:LLY) last issued its earnings results on Wednesday, February 4th. The company reported $7.54 earnings per share for the quarter, beating analysts’ consensus estimates of $7.48 by $0.06. Eli Lilly and Company had a return on equity of 102.94% and a net margin of 31.66%.The business had revenue of $19.29 billion during the quarter, compared to analyst estimates of $17.85 billion. During the same period in the previous year, the company posted $5.32 EPS. Eli Lilly and 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. Sell-side analysts expect that Eli Lilly and Company will post 23.48 earnings per share for the current year.

Analyst Ratings Changes

Several brokerages have recently weighed in on LLY. The Goldman Sachs Group set a $1,260.00 price target on Eli Lilly and Company in a report on Thursday, February 5th. Morgan Stanley reaffirmed an “overweight” rating and issued a $1,313.00 price objective on shares of Eli Lilly and Company in a research report on Thursday, March 5th. Royal Bank Of Canada initiated coverage on Eli Lilly and Company in a research note on Tuesday, February 24th. They issued an “outperform” rating and a $1,250.00 target price on the stock. Wells Fargo & Company lifted their target price on Eli Lilly and Company from $1,200.00 to $1,280.00 and gave the stock an “overweight” rating in a research report on Thursday, February 5th. Finally, Leerink Partners boosted their target price on shares of Eli Lilly and Company from $1,234.00 to $1,296.00 and gave the company an “outperform” rating in a research note on Thursday, February 5th. Two equities research 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 stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $1,221.26.

Key Eli Lilly and Company News

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

• Positive Sentiment: Expanded Insilico partnership — Lilly extended its AI-powered drug discovery tie-up with Insilico Medicine in a deal worth up to $2.75B, which gives Lilly exclusive global rights and potential accelerated pipeline growth. Eli Lilly extends partnership with Insilico Medicine
• Positive Sentiment: Commercialization upside — reports note an upfront payment (~$115M) plus milestone payments tied to programs that could accelerate time-to-market for AI-discovered oral therapeutics, a clear pipeline and revenue optionality positive for long-term growth. Eli Lilly reaches $2.75 billion deal with Insilico
• Positive Sentiment: Analyst support — Jefferies reiterated a Buy with a $1,300 price target, citing strong prescription trends for GLP‑1s and continued franchise momentum. Jefferies Remains a Buy on Eli Lilly
• Neutral Sentiment: Minor price-target tweaks — Guggenheim trimmed its price target slightly (from $1,168 to $1,163) but kept a Buy rating, indicating continued analyst confidence despite modest model updates. Guggenheim trims price target
• Neutral Sentiment: Sector tailwind — healthcare stocks were broadly higher today, lending some momentum to large-cap pharma names including Lilly. Sector Update: Health Care Stocks Higher
• Negative Sentiment: UK pricing/headwinds — Lilly has publicly pushed for regular NHS price increases and changes to the UK rebate scheme to restart investment, a stance that could provoke political and reimbursement pushback in a key market. Eli Lilly seeks higher NHS drug prices
• Negative Sentiment: Drug-pricing risk flagged — ETF commentary highlights drug-pricing policy and concentrated exposure to Lilly as risks for investors in healthcare funds, underscoring valuation and regulatory sensitivity. PPH ETF: Drug Pricing Policy and Eli Lilly Concentration

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.