Blue Trust Inc. Has $91.51 Million Stock Holdings in Eli Lilly and Company $LLY

Blue Trust Inc. trimmed its position in shares of Eli Lilly and Company (NYSE:LLY) by 5.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 85,153 shares of the company’s stock after selling 4,474 shares during the quarter. Eli Lilly and Company accounts for 1.0% of Blue Trust Inc.’s portfolio, making the stock its 20th largest position. Blue Trust Inc.’s holdings in Eli Lilly and Company were worth $91,512,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently made changes to their positions in LLY. Vanguard Group Inc. lifted its holdings in Eli Lilly and Company by 0.7% during the third quarter. Vanguard Group Inc. now owns 80,959,089 shares of the company’s stock worth $61,771,785,000 after acquiring an additional 551,659 shares in the last quarter. State Street Corp increased its holdings in shares of Eli Lilly and Company by 0.6% in the third quarter. State Street Corp now owns 34,726,558 shares of the company’s stock worth $26,496,364,000 after acquiring an additional 219,590 shares in the last quarter. Capital Research Global Investors raised its position in shares of 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 worth $19,141,787,000 after purchasing an additional 4,332,008 shares during the period. Wellington Management Group LLP lifted its holdings in shares of Eli Lilly and Company by 4.1% during the 3rd quarter. Wellington Management Group LLP now owns 14,563,780 shares of the company’s stock valued at $11,112,164,000 after purchasing an additional 574,229 shares in the last quarter. Finally, Capital International Investors grew its position in shares of Eli Lilly and Company by 6.1% in the 3rd quarter. Capital International Investors now owns 10,001,509 shares of the company’s stock valued at $7,628,447,000 after purchasing an additional 579,381 shares during the period. Institutional investors and hedge funds own 82.53% of the company’s stock.

Eli Lilly and Company Price Performance

Shares of LLY opened at $935.85 on Friday. The company has a current ratio of 1.58, a quick ratio of 1.19 and a debt-to-equity ratio of 1.54. The company’s fifty day simple moving average is $993.66 and its 200 day simple moving average is $969.38. Eli Lilly and Company has a 1-year low of $623.78 and a 1-year high of $1,133.95. The company has a market cap of $884.21 billion, a price-to-earnings ratio of 40.78, a PEG ratio of 1.09 and a beta of 0.51.

Eli Lilly and Company (NYSE:LLY) last announced its quarterly earnings data on Wednesday, February 4th. The company reported $7.54 EPS for the quarter, beating 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%. The company’s quarterly revenue was up 42.6% on a year-over-year basis. During the same quarter last year, the firm posted $5.32 EPS. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. On average, research analysts forecast that Eli Lilly and Company will post 23.48 earnings per share for the current fiscal year.

Eli Lilly and Company News Summary

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

• Positive Sentiment: FDA approves Foundayo (orforglipron), the first once‑daily oral GLP‑1 for chronic weight management with no food/water restrictions — a commercial launch (April 6) and analyst forecasts point to multi‑billion dollar sales potential that is boosting investor sentiment. Eli Lilly (LLY) Receives FDA Approval for Foundayo Weight Management Pill
• Positive Sentiment: Bank of America and other brokers reiterate buy/raise views and price targets after the approval, calling Foundayo a preferred oral GLP‑1 and lifting upside expectations for LLY. Bank of America sees Eli Lilly’s Foundayo as preferred oral GLP-1
• Positive Sentiment: Wall Street models expect a strong commercial debut (analyst revenue scenarios in the billions for 2026), supporting upside to near‑term sales and valuation. Wall Street sees multi-billion dollar debut for Lilly’s obesity pill
• Positive Sentiment: Lilly’s announced acquisition of Centessa (~$7.8B) diversifies the pipeline into neuroscience and is viewed as strategic for long‑term growth beyond metabolic franchises. Eli Lilly to Acquire Centessa Pharmaceuticals
• Neutral Sentiment: Quiet Phase‑1 readout (LY4060874) — no major surprises reported, so limited immediate stock impact but keeps focus on pipeline cadence. LY4060874 Phase 1 Readout
• Neutral Sentiment: Unusually high options activity noted — signals elevated investor/speculator interest around the approval and upcoming launch, but direction uncertain. Eli Lilly Target of Unusually High Options Trading
• Negative Sentiment: Rival Novo Nordisk released cross‑trial comparisons claiming Wegovy’s oral pill produces greater weight loss and fewer adverse events than Foundayo — intensifies competitive risk and could pressure uptake/pricing. Novo Nordisk Wegovy Data Challenges Foundayo
• Negative Sentiment: Broader competitive pressures in weight‑loss drugs — including Novo price cuts/generics in markets like India — highlight margin and pricing risk across the GLP‑1 category. Novo Nordisk price cuts in India
• Negative Sentiment: Policy and macro risk: proposed US tariffs on branded drugs and recent geopolitical tensions have weighed on pharma stocks, capping LLY’s upside despite product news. Trump Administration Unveils Up to 100% Tariff on Branded Drugs LLY Stock Slips As Geopolitical Tensions Weigh

Analysts Set New Price Targets

Several brokerages have commented on LLY. Barclays began coverage on shares of Eli Lilly and Company in a report on Thursday, February 19th. They set an “overweight” rating and a $1,350.00 target price on the stock. Royal Bank Of Canada assumed coverage on shares of Eli Lilly and Company in a report on Tuesday, February 24th. They set an “outperform” rating and a $1,250.00 price objective on the stock. Cantor Fitzgerald upped their target price on shares of Eli Lilly and Company from $985.00 to $1,205.00 and gave the stock an “overweight” rating in a research note on Thursday, February 5th. Bank of America increased their target price on Eli Lilly and Company from $1,293.00 to $1,294.00 and gave the stock a “buy” rating in a report on Thursday. Finally, The Goldman Sachs Group set a $1,260.00 price target on 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 issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $1,222.22.

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.