Donaldson Capital Management LLC Has $72.98 Million Stock Position in Eli Lilly and Company $LLY

Donaldson Capital Management LLC increased its stake in Eli Lilly and Company (NYSE:LLY) by 167.6% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 67,908 shares of the company’s stock after purchasing an additional 42,534 shares during the quarter. Eli Lilly and Company makes up 2.3% of Donaldson Capital Management LLC’s investment portfolio, making the stock its 12th largest holding. Donaldson Capital Management LLC’s holdings in Eli Lilly and Company were worth $72,979,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also recently bought and sold shares of the stock. 10Elms LLP boosted its holdings 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 worth $31,000 after buying an additional 10 shares during the period. M.E. Allison & CO. Inc. raised its holdings in shares of Eli Lilly and Company by 0.7% during the fourth quarter. M.E. Allison & CO. Inc. now owns 1,477 shares of the company’s stock valued at $1,587,000 after acquiring an additional 10 shares during the period. Bridgewater Advisors Inc. lifted its position in shares of Eli Lilly and Company by 0.3% in the 3rd quarter. Bridgewater Advisors Inc. now owns 3,955 shares of the company’s stock valued at $3,018,000 after acquiring an additional 11 shares in the last quarter. Manske Wealth Management lifted its position in shares of Eli Lilly and Company by 2.5% in the 3rd quarter. Manske Wealth Management now owns 448 shares of the company’s stock valued at $342,000 after acquiring an additional 11 shares in the last quarter. Finally, Guardian Partners Inc. boosted its stake in Eli Lilly and Company by 0.3% in the 3rd quarter. Guardian Partners Inc. now owns 4,000 shares of the company’s stock worth $3,302,000 after purchasing an additional 12 shares during the period. Institutional investors and hedge funds own 82.53% of the company’s stock.

Key Headlines Impacting Eli Lilly and Company

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

• Positive Sentiment: Lilly agreed to buy Centessa Pharmaceuticals in a cash deal that pays $38/share upfront with contingent value rights that can lift the total to roughly $7.8 billion; the acquisition brings Centessa’s OX2R agonist sleep‑wake program (lead asset cleminorexton) into Lilly’s neuroscience pipeline and reduces reliance on a single franchise for future growth. Lilly to acquire Centessa press release
• Positive Sentiment: Lilly expanded its AI drug‑discovery partnership (Insilico/Insilico Medicine) in a deal worth up to ~$2.75 billion, aiming to speed molecule discovery and lower R&D costs — a strategic move that could increase pipeline throughput and long‑term earnings visibility. Lilly extends Insilico partnership (Reuters)
• Neutral Sentiment: Market reaction to the Centessa deal sent Centessa (CNTA) shares sharply higher and drove options activity; that reflects dealcertainty and investor demand for sleep‑med assets but is more about the target than an immediate P&L boost for Lilly. Options Traders Pick Up Pharma Stock After Eli Lilly Buyout
• Neutral Sentiment: Analyst/market notes were mixed: some firms keep buy ratings (Guggenheim maintained buy while trimming its target slightly) — a sign analysts view the strategic moves as supportive but remain cautious on valuation. Guggenheim price-target note (Benzinga)
• Negative Sentiment: Competitive risk: Novo Nordisk launched a multi‑month subscription for Wegovy (cash‑pay patients) to undercut prices and win share in the obesity/GLP‑1 market — increased pricing competition could pressure Lilly’s high‑margin GLP‑1 cash sales over time. Novo launches Wegovy subscription (CNBC)

Eli Lilly and Company Price Performance

Shares of LLY opened at $918.12 on Wednesday. The company has a debt-to-equity ratio of 1.54, a quick ratio of 1.19 and a current ratio of 1.58. The firm has a market cap of $867.46 billion, a PE ratio of 40.01, a PEG ratio of 1.03 and a beta of 0.40. The firm’s 50 day moving average price is $1,001.75 and its 200 day moving average price is $966.95. Eli Lilly and Company has a twelve month low of $623.78 and a twelve month high of $1,133.95.

Eli Lilly and Company (NYSE:LLY) last posted its earnings results on Wednesday, February 4th. The company reported $7.54 EPS for the quarter, topping 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 the consensus estimate of $17.85 billion. During the same period in the previous year, the firm posted $5.32 earnings per share. The 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. As a group, research analysts expect that Eli Lilly and Company will post 23.48 EPS for the current fiscal year.

Analysts Set New Price Targets

LLY has been the topic of several research analyst reports. Berenberg Bank lifted their price objective on shares of Eli Lilly and Company from $950.00 to $1,050.00 and gave the stock a “hold” rating in a research report on Thursday, February 19th. Royal Bank Of Canada initiated coverage on Eli Lilly and Company in a report on Tuesday, February 24th. They set an “outperform” rating and a $1,250.00 price target on the stock. Jefferies Financial Group set a $1,300.00 price objective on Eli Lilly and Company and gave the stock a “buy” rating in a research note on Friday, March 13th. JPMorgan Chase & Co. raised their price objective on 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. Finally, Scotiabank reaffirmed an “outperform” rating and set a $1,300.00 target price on shares of Eli Lilly and Company in a research note on Thursday, February 5th. Two research analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, four have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $1,221.26.

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.