Stokes Capital Advisors LLC Makes New Investment in Eli Lilly and Company $LLY

Stokes Capital Advisors LLC acquired a new position in Eli Lilly and Company (NYSE:LLY) during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor acquired 798 shares of the company’s stock, valued at approximately $858,000.

Other large investors have also added to or reduced their stakes in the company. Brighton Jones LLC raised its holdings 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 buying an additional 1,730 shares in the last quarter. Revolve Wealth Partners LLC raised its holdings in Eli Lilly and Company by 2.8% during the 4th quarter. Revolve Wealth Partners LLC now owns 1,471 shares of the company’s stock valued at $1,136,000 after buying an additional 40 shares during the last quarter. Schnieders Capital Management LLC. raised its stake in shares of Eli Lilly and Company by 16.7% during the second quarter. Schnieders Capital Management LLC. now owns 7,993 shares of the company’s stock valued at $6,231,000 after acquiring an additional 1,141 shares during the last quarter. Proactive Wealth Strategies LLC lifted its holdings in Eli Lilly and Company by 5.6% in the 2nd quarter. Proactive Wealth Strategies LLC now owns 1,398 shares of the company’s stock worth $1,090,000 after buying an additional 74 shares during the period. Finally, Sumitomo Mitsui Financial Group Inc. purchased a new stake in Eli Lilly and Company in the second quarter worth $27,000. Hedge funds and other institutional investors own 82.53% of the company’s stock.

Analysts Set New Price Targets

Several research firms have weighed in on LLY. Barclays assumed coverage on Eli Lilly and Company in a research report on Thursday, February 19th. They set an “overweight” rating and a $1,350.00 price objective on the stock. Berenberg Bank raised their price objective on shares of Eli Lilly and Company from $950.00 to $1,050.00 and gave the company a “hold” rating in a research note on Thursday, February 19th. Deutsche Bank Aktiengesellschaft restated a “buy” rating and issued a $1,285.00 price target on shares of Eli Lilly and Company in a research note on Friday, March 6th. Daiwa Securities Group increased their price objective 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, National Bank Financial set a $1,286.00 target price on Eli Lilly and Company in a report on Monday, December 1st. Two equities 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 stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $1,221.44.

Eli Lilly and Company Stock Performance

NYSE:LLY opened at $878.10 on Friday. The stock has a market capitalization of $829.65 billion, a P/E ratio of 38.26, a P/E/G ratio of 1.04 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. Eli Lilly and Company has a 12-month low of $623.78 and a 12-month high of $1,133.95. The stock has a 50-day moving average price of $1,007.25 and a 200 day moving average price of $961.93.

Eli Lilly and Company (NYSE:LLY) last released its earnings results on Wednesday, February 4th. The company reported $7.54 EPS for the quarter, topping the consensus estimate of $7.48 by $0.06. The firm had revenue of $19.29 billion for the quarter, compared to the consensus estimate of $17.85 billion. Eli Lilly and Company had a net margin of 31.66% and a return on equity of 102.94%. The company’s quarterly revenue was up 42.6% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $5.32 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. Equities research analysts forecast that Eli Lilly and Company will post 23.48 EPS for the current fiscal year.

Key Headlines Impacting Eli Lilly and Company

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

• Positive Sentiment: Long-term efficacy data for EBGLYSS (lebrikizumab-lbkz) — new ADlong Phase 3b data show up to four years of durable skin clearance and itch relief, which strengthens Lilly’s immunology franchise beyond GLP-1s and supports future revenue durability. Lilly’s EBGLYSS (lebrikizumab-lbkz) delivered up to four years of durable disease control for patients with moderate-to-severe atopic dermatitis
• Positive Sentiment: Analyst estimate increases — Erste Group raised FY2026/2027 EPS assumptions, signaling improved analyst confidence in Lilly’s earnings trajectory. This supports longer-term upside expectations. Eli Lilly and Company Price/Analyst Coverage
• Positive Sentiment: Brokerage sentiment remains favorable — the stock carries an average rating of “Moderate Buy,” which can anchor buying interest on dips. Eli Lilly and Company (NYSE:LLY) Receives Average Rating of “Moderate Buy” from Brokerages
• Neutral Sentiment: Fund commentary — Janus Henderson’s “Forty Fund” mentioned LLY in its Q4/2025 letter, reflecting institutional interest but not a direct catalyst. Janus Henderson Forty Fund’s Updates on Eli Lilly and Company (LLY)
• Neutral Sentiment: Biotech market activity — new IPOs (e.g., Kailera Therapeutics) and industry reports keep capital flows and competition evolving but are not LLY-specific catalysts. Kailera Therapeutics files for US IPO
• Neutral Sentiment: Supreme Court action — Lilly has asked the U.S. Supreme Court to revisit a Civil War–era whistleblower law; the move could limit future qui tam exposure if successful, but outcome and timing are uncertain. Eli Lilly targets Civil War-era whistleblower law at US Supreme Court
• Negative Sentiment: RICO lawsuit risk — a filed RICO suit alleges conduct that, if successful, could lead to multi‑billion dollar damages, representing a clear legal overhang and downside risk to the stock. RICO suit vs. Lilly could reap billions if successful
• Negative Sentiment: Sector weakness — the NYSE Health Care Index was softer late in the session, creating downward pressure across large-cap pharma including LLY. Sector Update: Health Care Stocks Softer Late Afternoon

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.