Berkshire Asset Management LLC PA Boosts Holdings in Eli Lilly and Company $LLY

Berkshire Asset Management LLC PA raised its stake in shares of Eli Lilly and Company (NYSE:LLY) by 21.4% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,811 shares of the company’s stock after buying an additional 847 shares during the quarter. Berkshire Asset Management LLC PA’s holdings in Eli Lilly and Company were worth $3,671,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds have also recently modified their holdings of the company. Lazard Freres Gestion S.A.S. lifted its stake in shares of Eli Lilly and Company by 114.3% during the 2nd quarter. Lazard Freres Gestion S.A.S. now owns 77,295 shares of the company’s stock worth $60,253,000 after purchasing an additional 41,222 shares during the period. Exencial Wealth Advisors LLC lifted its position in Eli Lilly and Company by 189.6% during the third quarter. Exencial Wealth Advisors LLC now owns 17,408 shares of the company’s stock worth $13,283,000 after buying an additional 11,396 shares during the period. Rede Wealth LLC acquired a new stake in Eli Lilly and Company in the 3rd quarter worth about $487,000. Central Pacific Bank Trust Division grew its holdings in Eli Lilly and Company by 25.8% in the 3rd quarter. Central Pacific Bank Trust Division now owns 8,990 shares of the company’s stock valued at $6,859,000 after buying an additional 1,843 shares during the period. Finally, Oak Family Advisors LLC acquired a new position in shares of Eli Lilly and Company during the 3rd quarter valued at about $1,979,000. Hedge funds and other 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: Eli Lilly retains a buy rating on a strong 2026 outlook after robust results and guidance, reinforcing investor confidence in revenue growth from GLP-1s and other pipeline drivers. Eli Lilly (LLY) Retains Buy Rating on Strong 2026 Outlook
• Positive Sentiment: Analyst upgrades — including Freedom Capital moving LLY from hold to buy — add near-term demand/support for the stock and reflect bullish sentiment after the company’s recent results. Eli Lilly and Company (LLY) Gets Upgraded to Buy From Hold by Freedom Capital
• Positive Sentiment: Lilly announced a transformational acquisition (Orna Therapeutics) to expand its RNA platform — diversifies the pipeline and signals management is investing to extend long-term growth beyond GLP‑1s. Eli Lilly and Company (LLY) to Acquire Orna Therapeutics in $2.4B Deal to Expand RNA Pipeline
• Positive Sentiment: Local approval for a major manufacturing investment (Huntsville council sign-off) supports capacity expansion for anticipated product demand and signals commitment to scale production. Huntsville City Council approves Eli Lilly agreement to build $6 billion manufacturing plant
• Neutral Sentiment: Lilly has built roughly $1.5B of inventory of its experimental oral weight‑loss pill (orforglipron) ahead of an FDA decision expected in April — signals confidence but raises execution/FDA risk until approval. Eli Lilly builds $1.5 billion stockpile of weight-loss pill ahead of FDA decision
• Neutral Sentiment: Separate reports note Lilly prepared $1B+ in orforglipron stock and larger pre-launch inventories — operationally positive if approved, but costly if rollout is delayed or restricted. Lilly Prepares $1B+ Orforglipron Stock Ahead of Approval as Novo Brings Wegovy Pill Overseas
• Neutral Sentiment: Early-stage clinical readouts (e.g., Brenipatide in schizophrenia) add optional upside to valuation if positive, but remain speculative until later‑stage data. Eli Lilly’s Brenipatide Trial Adds Quiet Optionality in Schizophrenia
• Negative Sentiment: Competitive pressure: reports that Novo Nordisk is moving its Wegovy pill/shot strategies (selling overseas and in vials) highlight intensified competition in the obesity market, which could pressure pricing and share. Novo to follow Lilly and sell obesity shot Wegovy in vials

Analyst Upgrades and Downgrades

A number of equities analysts have weighed in on the stock. Wells Fargo & Company increased their price target on shares of Eli Lilly and Company from $1,200.00 to $1,280.00 and gave the stock an “overweight” rating in a research note on Thursday, February 5th. BMO Capital Markets reiterated an “outperform” rating and issued a $1,300.00 target price on shares of Eli Lilly and Company in a report on Thursday, February 5th. Berenberg Bank upped their price target on Eli Lilly and Company from $830.00 to $950.00 and gave the stock a “hold” rating in a research note on Tuesday, December 2nd. Jefferies Financial Group lifted their price objective on Eli Lilly and Company from $976.00 to $1,300.00 and gave the company a “buy” rating in a research note on Thursday, January 8th. Finally, Deutsche Bank Aktiengesellschaft increased their target price on shares of Eli Lilly and Company from $1,200.00 to $1,285.00 and gave the stock a “buy” rating in a research report on Monday, February 9th. Three analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and five have given a Hold rating to the company. According to data from MarketBeat.com, Eli Lilly and Company presently has an average rating of “Moderate Buy” and an average target price of $1,218.88.

Eli Lilly and Company Stock Up 0.2%

Shares of NYSE:LLY opened at $1,040.12 on Friday. The company has a market capitalization of $983.31 billion, a price-to-earnings ratio of 45.32, a price-to-earnings-growth ratio of 1.21 and a beta of 0.39. The company has a 50 day moving average of $1,052.39 and a two-hundred day moving average of $907.31. 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 1.24, a current ratio of 1.55 and a debt-to-equity ratio of 1.71.

Eli Lilly and Company (NYSE:LLY) last announced its earnings results on Wednesday, February 4th. The company reported $7.54 earnings per share for the quarter, beating 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 112.50%. The business had revenue of $19.29 billion during the quarter, compared to the consensus estimate of $17.85 billion. During the same period in the prior year, the firm earned $5.32 earnings per share. The business’s quarterly revenue 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, analysts forecast that Eli Lilly and Company will post 23.48 earnings per share for the current fiscal year.

Eli Lilly and Company Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Friday, February 13th will be given a $1.73 dividend. This represents a $6.92 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date of this dividend is Friday, February 13th. This is a positive change from Eli Lilly and Company’s previous quarterly dividend of $1.50. Eli Lilly and Company’s dividend payout ratio is currently 26.14%.

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.