Neville Rodie & Shaw Inc. Raises Holdings in Eli Lilly and Company $LLY

Neville Rodie & Shaw Inc. lifted its holdings in Eli Lilly and Company (NYSE:LLY) by 35.7% during the fourth quarter, Holdings Channel reports. The institutional investor owned 19,168 shares of the company’s stock after purchasing an additional 5,041 shares during the quarter. Eli Lilly and Company comprises 1.5% of Neville Rodie & Shaw Inc.’s investment portfolio, making the stock its 19th biggest holding. Neville Rodie & Shaw Inc.’s holdings in Eli Lilly and Company were worth $20,600,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also recently modified their holdings of the company. Laurel Wealth Advisors LLC lifted its holdings in Eli Lilly and Company by 78,621.2% in the second quarter. Laurel Wealth Advisors LLC now owns 11,552,336 shares of the company’s stock valued at $9,005,392,000 after acquiring an additional 11,537,661 shares during the period. Norges Bank acquired a new position in shares of Eli Lilly and Company during the 2nd quarter worth $8,827,714,000. Capital Research Global Investors grew its stake in shares of Eli Lilly and Company by 20.9% during the 3rd 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. Amundi increased its holdings in shares of Eli Lilly and Company by 27.1% in the 3rd quarter. Amundi now owns 4,525,902 shares of the company’s stock valued at $3,823,977,000 after purchasing an additional 964,675 shares in the last quarter. Finally, Victory Capital Management Inc. increased its holdings in shares of Eli Lilly and Company by 47.6% in the 3rd quarter. Victory Capital Management Inc. now owns 2,309,006 shares of the company’s stock valued at $1,761,772,000 after purchasing an additional 744,868 shares in the last quarter. 82.53% of the stock is currently owned by hedge funds and other institutional investors.

Eli Lilly and Company Stock Performance

Shares of LLY stock opened at $905.30 on Friday. The stock has a market capitalization of $855.35 billion, a price-to-earnings ratio of 39.45, a PEG ratio of 1.07 and a beta of 0.40. Eli Lilly and Company has a one year low of $623.78 and a one year high of $1,133.95. The company’s 50-day simple moving average is $1,023.17 and its 200-day simple moving average is $956.18. The company has a debt-to-equity ratio of 1.54, a quick ratio of 1.19 and a current ratio of 1.58.

Eli Lilly and Company (NYSE:LLY) last announced its quarterly earnings data 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 return on equity of 102.94% and a net margin of 31.66%.The firm had revenue of $19.29 billion during the quarter, compared to analyst estimates of $17.85 billion. During the same period in the previous year, the company earned $5.32 earnings per share. Eli Lilly and Company’s quarterly revenue was up 42.6% on a year-over-year basis. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. Equities analysts anticipate that Eli Lilly and Company will post 23.48 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

A number of analysts recently commented on the stock. Berenberg Bank boosted their price objective on shares of Eli Lilly and Company from $950.00 to $1,050.00 and gave the stock a “hold” rating in a report on Thursday, February 19th. Wells Fargo & Company increased their target price on shares of Eli Lilly and Company from $1,200.00 to $1,280.00 and gave the company an “overweight” rating in a report on Thursday, February 5th. National Bank Financial set a $1,286.00 price target on shares of Eli Lilly and Company in a research report on Monday, December 1st. Royal Bank Of Canada began coverage on Eli Lilly and Company in a research note on Tuesday, February 24th. They set an “outperform” rating and a $1,250.00 price target on the stock. Finally, Morgan Stanley restated an “overweight” rating and issued a $1,313.00 price target on shares of Eli Lilly and Company in a report on Thursday, March 5th. Two research analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $1,221.44.

Key Stories Impacting Eli Lilly and Company

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

• Positive Sentiment: TRANSCEND‑T2D‑1 Phase 3: Lilly’s triple‑agonist retatrutide showed large A1C reductions and up to ~16.8% weight loss at 40 weeks — a potential blockbuster that expands Lilly’s obesity/diabetes franchise and supports long‑term revenue upside. Lilly PR Newswire
• Positive Sentiment: ADorable‑1 pediatric trial: Positive topline results for EBGLYSS in moderate‑to‑severe atopic dermatitis pediatric patients widen Lilly’s immunology pipeline and add another potential near‑term commercial opportunity. InsiderMonkey: ADorable‑1
• Positive Sentiment: High‑profile endorsement: Jim Cramer publicly said “buy” on Lilly, which can boost retail demand and sentiment in the near term. Yahoo Finance: Cramer
• Neutral Sentiment: Pipeline breadth: Lilly advanced non‑GLP‑1 programs (digital sleep tech in early Alzheimer’s, a new diabetes candidate in Japan, and a master IBD trial), which diversify long‑term growth but have limited immediate revenue impact. TipRanks: Digital Sleep Tech
• Negative Sentiment: Analyst downgrades and rating cuts: Recent downgrades (HSBC and others) have pressured sentiment and contributed to near‑term share weakness. AmericanBankingNews: Analyst Downgrade
• Negative Sentiment: Competitive and safety concerns: Novo Nordisk won FDA clearance for a higher‑dose Wegovy (raising competitive risk in obesity), and some reports flagged an unusual skin reaction/tolerability signal for retatrutide — both factors that can temper uptake forecasts and invite closer regulatory/physician scrutiny. Blockonomi: Wegovy dose Proactive: Retatrutide side‑effect note

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.