Legal & General Group Plc Raises Position in Eli Lilly and Company $LLY

Legal & General Group Plc lifted its holdings in Eli Lilly and Company (NYSE:LLY) by 3.0% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,383,999 shares of the company’s stock after purchasing an additional 154,714 shares during the quarter. Eli Lilly and Company comprises about 0.9% of Legal & General Group Plc’s portfolio, making the stock its 12th biggest position. Legal & General Group Plc owned approximately 0.57% of Eli Lilly and Company worth $4,107,991,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Vanguard Group Inc. raised its stake in Eli Lilly and Company by 0.7% in the third quarter. Vanguard Group Inc. now owns 80,959,089 shares of the company’s stock valued at $61,771,785,000 after buying an additional 551,659 shares during the last quarter. Laurel Wealth Advisors LLC grew its stake in shares of Eli Lilly and Company by 78,621.2% during the second quarter. Laurel Wealth Advisors LLC now owns 11,552,336 shares of the company’s stock worth $9,005,392,000 after acquiring an additional 11,537,661 shares during the last quarter. Norges Bank purchased a new stake in shares of Eli Lilly and Company during the second quarter worth about $8,827,714,000. Charles Schwab Investment Management Inc. increased its holdings in shares of Eli Lilly and Company by 2.0% during the second quarter. Charles Schwab Investment Management Inc. now owns 5,359,653 shares of the company’s stock valued at $4,178,010,000 after acquiring an additional 103,119 shares in the last quarter. Finally, Franklin Resources Inc. increased its holdings in shares of Eli Lilly and Company by 13.4% during the second quarter. Franklin Resources Inc. now owns 4,766,865 shares of the company’s stock valued at $3,715,913,000 after acquiring an additional 564,736 shares in the last quarter. 82.53% of the stock is currently owned by hedge funds and other institutional investors.

Eli Lilly and Company Price Performance

Shares of NYSE LLY opened at $1,008.42 on Tuesday. Eli Lilly and Company has a 52 week low of $623.78 and a 52 week high of $1,133.95. The business’s 50 day moving average price is $1,044.23 and its 200 day moving average price is $944.67. The company has a quick ratio of 1.19, a current ratio of 1.58 and a debt-to-equity ratio of 1.54. The firm has a market cap of $951.30 billion, a P/E ratio of 43.94, a P/E/G ratio of 1.15 and a beta of 0.40.

Eli Lilly and Company (NYSE:LLY) last posted its quarterly earnings results on Wednesday, February 4th. The company reported $7.54 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates 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 analyst estimates of $17.85 billion. During the same period last year, the firm posted $5.32 EPS. Eli Lilly and 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. On average, sell-side analysts expect that Eli Lilly and Company will post 23.48 earnings per share for the current year.

Wall Street Analysts Forecast Growth

Several brokerages recently commented on LLY. Bank of America decreased their price objective on shares of Eli Lilly and Company from $1,286.00 to $1,268.00 and set a “buy” rating for the company in a research report on Monday, December 15th. Weiss Ratings restated a “buy (b-)” rating on shares of Eli Lilly and Company in a research note on Monday, December 22nd. HSBC reaffirmed a “hold” rating and issued a $1,070.00 price target on shares of Eli Lilly and Company in a report on Wednesday, December 10th. TD Cowen lifted their price objective on shares of Eli Lilly and Company from $960.00 to $1,250.00 and gave the stock a “buy” rating in a research note on Thursday, January 29th. Finally, BMO Capital Markets reissued an “outperform” rating and set a $1,300.00 price objective on shares of Eli Lilly and Company in a report on Thursday, February 5th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating and five have issued a Hold rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $1,229.59.

Eli Lilly and Company News Roundup

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

• Positive Sentiment: Amazon Pharmacy will distribute Lilly’s Zepbound KwikPen, widening retail access and convenience for patients — a direct revenue tailwind for Lilly’s obesity franchise. Amazon Pharmacy Expands Access to Eli Lilly’s Zepbound KwikPen for Weight Management
• Positive Sentiment: Lilly agreed to invest $500M in South Korea’s biotech sector, signaling international expansion of R&D/manufacturing capacity and longer‑term growth optionality beyond current GLP‑1 sales. Eli Lilly Is Making a Big Bet on South Korea’s Biotech Sector
• Positive Sentiment: J.P. Morgan reiterated a Buy on LLY, offering buy‑side validation that supports investor appetite for the shares amid strong fundamentals and pipeline optionality. J.P. Morgan Keeps Their Buy Rating on Eli Lilly & Co (LLY)
• Neutral Sentiment: Market coverage pieces highlight Lilly as a megatrend play (GLP‑1, oncology, Alzheimer’s) — positive narrative for long‑term holders but not an immediate earnings driver. Megatrends Still Matter: 3 Growth Stocks for the Next 10 Years
• Neutral Sentiment: Multiple commentary pieces caution that LLY’s valuation is elevated despite recent pullbacks, which could limit upside or increase volatility if growth expectations slip. Should You Buy Eli Lilly Stock Now or Wait for More of a Pullback?
• Negative Sentiment: Regulatory/coverage risk: Lilly warned some basic Medicare plans may not implement the $50 monthly cap for weight‑loss drugs under the CMS model, potentially increasing out‑of‑pocket costs and limiting near‑term market uptake. Eli Lilly says some Medicare plans may exceed $50 cap for weight-loss drugs
• Negative Sentiment: Legal overhang: A U.S. court certified a nationwide class in racketeering litigation tied to the older diabetes drug Actos, raising potential cash‑flow and reputational risk if liabilities materialize. Actos Class Action Puts Eli Lilly Legal And Cash Flow Risks In Focus

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.