Eli Lilly and Company $LLY is Aberdeen Group plc’s 10th Largest Position

Aberdeen Group plc decreased its position in Eli Lilly and Company (NYSE:LLY) by 11.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 747,227 shares of the company’s stock after selling 97,776 shares during the quarter. Eli Lilly and Company makes up approximately 1.2% of Aberdeen Group plc’s portfolio, making the stock its 10th largest position. Aberdeen Group plc owned about 0.08% of Eli Lilly and Company worth $803,030,000 at the end of the most recent reporting period.

A number of other large investors also recently 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 buying an additional 16 shares in the last quarter. Evolution Wealth Management Inc. purchased a new stake in Eli Lilly and Company in the 2nd quarter worth approximately $29,000. Steph & Co. lifted its stake 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 in the last quarter. 10Elms LLP increased its stake in Eli Lilly and Company by 33.3% in the 3rd quarter. 10Elms LLP now owns 40 shares of the company’s stock worth $31,000 after acquiring an additional 10 shares during the last quarter. Finally, Miller Global Investments LLC bought a new stake in shares of Eli Lilly and Company during the 4th quarter valued at about $33,000. 82.53% of the stock is owned by institutional investors.

Analysts Set New Price Targets

Several brokerages have issued reports on LLY. Cantor Fitzgerald lifted their target price on shares of Eli Lilly and Company from $985.00 to $1,205.00 and gave the company an “overweight” rating in a research report on Thursday, February 5th. CICC Research raised their price objective on shares of Eli Lilly and Company from $1,060.00 to $1,107.00 and gave the company a “neutral” rating in a research report on Wednesday, February 11th. Freedom Capital upgraded Eli Lilly and Company from a “hold” rating to a “strong-buy” rating in a report on Tuesday, February 10th. Daiwa Securities Group upped their price target on shares of Eli Lilly and Company from $1,230.00 to $1,250.00 and gave the company a “buy” rating in a research report on Wednesday, February 18th. Finally, Guggenheim cut their target price on shares of Eli Lilly and Company from $1,168.00 to $1,163.00 and set a “buy” rating on the stock in a report on Monday, March 30th. Two research analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $1,222.22.

Eli Lilly and Company Stock Up 0.0%

Shares of NYSE:LLY opened at $935.85 on Monday. The business’s 50 day moving average is $993.66 and its 200 day moving average is $970.86. The stock has a market cap of $884.21 billion, a P/E ratio of 40.78, a price-to-earnings-growth ratio of 1.09 and a beta of 0.51. Eli Lilly and Company has a 52-week low of $623.78 and a 52-week high of $1,133.95. The company has a quick ratio of 1.19, a current ratio of 1.58 and a debt-to-equity ratio of 1.54.

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. The business had revenue of $19.29 billion during the quarter, compared to analyst estimates of $17.85 billion. Eli Lilly and Company had a return on equity of 102.94% and a net margin of 31.66%.Eli Lilly and Company’s revenue was up 42.6% on a year-over-year basis. During the same period in the previous year, the company posted $5.32 EPS. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. Sell-side analysts predict that Eli Lilly and Company will post 23.48 EPS for the current 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

About Eli Lilly and Company

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.