Franklin Resources Inc. Acquires 73,323 Shares of Eli Lilly and Company $LLY

Franklin Resources Inc. increased its stake in Eli Lilly and Company (NYSE:LLY) by 1.5% during the third quarter, according to its most recent filing with the SEC. The fund owned 4,840,188 shares of the company’s stock after buying an additional 73,323 shares during the quarter. Eli Lilly and Company accounts for approximately 0.9% of Franklin Resources Inc.’s portfolio, making the stock its 14th largest holding. Franklin Resources Inc.’s holdings in Eli Lilly and Company were worth $3,693,063,000 as of its most recent SEC filing.

Several other institutional investors also recently added to or reduced their stakes in the stock. Brighton Jones LLC grew its position in shares of Eli Lilly and Company by 22.0% during the 4th quarter. Brighton Jones LLC now owns 9,597 shares of the company’s stock valued at $7,409,000 after acquiring an additional 1,730 shares during the period. Revolve Wealth Partners LLC raised its holdings in shares of Eli Lilly and Company by 2.8% in the 4th quarter. Revolve Wealth Partners LLC now owns 1,471 shares of the company’s stock worth $1,136,000 after purchasing an additional 40 shares during the period. Sequoia Financial Advisors LLC raised its holdings in shares of Eli Lilly and Company by 19.0% in the 2nd quarter. Sequoia Financial Advisors LLC now owns 140,201 shares of the company’s stock worth $109,291,000 after purchasing an additional 22,410 shares during the period. Schnieders Capital Management LLC. lifted its stake in Eli Lilly and Company by 16.7% in the second quarter. Schnieders Capital Management LLC. now owns 7,993 shares of the company’s stock valued at $6,231,000 after purchasing an additional 1,141 shares during the last quarter. Finally, CSM Advisors LLC lifted its stake in Eli Lilly and Company by 3.6% in the second quarter. CSM Advisors LLC now owns 1,077 shares of the company’s stock valued at $839,000 after purchasing an additional 37 shares during the last quarter. Institutional investors own 82.53% of the company’s stock.

Eli Lilly and Company News Roundup

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

• Positive Sentiment: LLY is reportedly set to launch an oral obesity GLP‑1 in Q2, which would expand the market beyond injectables and support long‑term sales growth. Eli Lilly Set to Launch Oral Obesity Drug
• Positive Sentiment: The company launched an Employer Connect platform to broaden employer-sponsored access to obesity treatments, potentially increasing uptake and reducing access friction. Employer Connect Platform
• Positive Sentiment: Distribution gains: Amazon Pharmacy expanded access to LLY’s Zepbound KwikPen, improving retail availability and convenience for patients. Wider distribution should aid sales growth. Amazon Pharmacy Expands Access
• Positive Sentiment: Strategic and analyst support: LLY plans a $500M investment in South Korea’s biotech sector and J.P. Morgan reiterated a Buy rating — both signal management’s growth push and continued analyst confidence. South Korea Investment J.P. Morgan Keeps Buy Rating
• Neutral Sentiment: Macro/sector flow: crude-driven market moves and geopolitical tensions (Iran) have triggered sector rotation into aerospace and biopharma volatility; this broader rotation contributed to intraday pressure on LLY alongside other large-cap names. Sector Rotation Amid Geopolitics
• Negative Sentiment: Medicare coverage uncertainty: Eli Lilly warned some basic Medicare plans may not adhere to the $50/month out‑of‑pocket cap for weight‑loss drugs under the CMS model — this could complicate access and payer economics in the near term. Medicare Cap Warning
• Negative Sentiment: Legal risk: a U.S. court certified a nationwide class of third‑party payors in racketeering litigation tied to the older diabetes drug Actos, spotlighting potential liability and cash‑flow/legal exposure. Actos Class Action

Wall Street Analysts Forecast Growth

LLY has been the subject of a number of recent research reports. TD Cowen raised their target price on Eli Lilly and Company from $960.00 to $1,250.00 and gave the stock a “buy” rating in a research report on Thursday, January 29th. National Bank Financial set a $1,286.00 price target on Eli Lilly and Company in a research report on Monday, December 1st. JPMorgan Chase & Co. increased their price target on Eli Lilly and Company from $1,150.00 to $1,300.00 and gave the stock an “overweight” rating in a research note on Thursday, February 5th. Scotiabank reissued an “outperform” rating and issued a $1,300.00 price objective on shares of Eli Lilly and Company in a report on Thursday, February 5th. Finally, Bank of America lowered their price objective on Eli Lilly and Company from $1,286.00 to $1,268.00 and set a “buy” rating on the stock in a research note on Monday, December 15th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating and five have given a Hold rating to the company’s stock. Based on data from MarketBeat, Eli Lilly and Company currently has an average rating of “Moderate Buy” and an average price target of $1,229.59.

Eli Lilly and Company Trading Down 0.8%

Shares of Eli Lilly and Company stock opened at $1,000.30 on Wednesday. Eli Lilly and Company has a 12-month low of $623.78 and a 12-month high of $1,133.95. The company has a market cap of $943.64 billion, a price-to-earnings ratio of 43.59, a PEG ratio of 1.17 and a beta of 0.40. 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 50-day moving average price is $1,042.64 and its 200-day moving average price is $946.71.

Eli Lilly and Company (NYSE:LLY) last released 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 analyst estimates of $17.85 billion. Eli Lilly and Company had a net margin of 31.66% and a return on equity of 102.94%. Eli Lilly and Company’s revenue was up 42.6% compared to the same quarter last year. During the same period last year, the business earned $5.32 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. On average, equities analysts expect that Eli Lilly and Company will post 23.48 earnings per share for the current fiscal year.

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.