Bessemer Group Inc. Buys 48,062 Shares of Eli Lilly and Company $LLY

Bessemer Group Inc. grew its stake in Eli Lilly and Company (NYSE:LLY) by 14.5% during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 380,648 shares of the company’s stock after purchasing an additional 48,062 shares during the quarter. Bessemer Group Inc.’s holdings in Eli Lilly and Company were worth $290,435,000 at the end of the most recent reporting period.

Several other hedge funds also recently modified their holdings of LLY. Gallacher Capital Management LLC grew its holdings in Eli Lilly and Company by 87.7% during the third quarter. Gallacher Capital Management LLC now owns 1,494 shares of the company’s stock worth $1,140,000 after buying an additional 698 shares in the last quarter. Optimize Financial Inc purchased a new position in Eli Lilly and Company during the 3rd quarter worth $452,000. J.W. Cole Advisors Inc. grew its stake in shares of Eli Lilly and Company by 3.1% in the 3rd quarter. J.W. Cole Advisors Inc. now owns 25,895 shares of the company’s stock worth $19,758,000 after acquiring an additional 786 shares in the last quarter. Bank of Marin grew its stake in shares of Eli Lilly and Company by 2.3% in the 3rd quarter. Bank of Marin now owns 1,573 shares of the company’s stock worth $1,200,000 after acquiring an additional 35 shares in the last quarter. Finally, Pinnacle West Asset Management Inc. raised its holdings in shares of Eli Lilly and Company by 0.3% in the third quarter. Pinnacle West Asset Management Inc. now owns 4,421 shares of the company’s stock valued at $3,373,000 after purchasing an additional 13 shares during the last quarter. Hedge funds and other institutional investors own 82.53% of the company’s stock.

Analyst Ratings Changes

Several research analysts recently weighed in on LLY shares. The Goldman Sachs Group restated a “buy” rating on shares of Eli Lilly and Company in a report on Wednesday. UBS Group reaffirmed a “buy” rating on shares of Eli Lilly and Company in a report on Monday. Loop Capital set a $950.00 price target on Eli Lilly and Company in a report on Monday, November 10th. Guggenheim reduced their price objective on Eli Lilly and Company from $1,163.00 to $1,161.00 and set a “buy” rating for the company in a research note on Tuesday, January 20th. Finally, HSBC reaffirmed a “hold” rating and set a $1,070.00 target price on shares of Eli Lilly and Company in a research report on Wednesday, December 10th. Three analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and six have given a Hold rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $1,162.75.

Eli Lilly and Company News Summary

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

• Positive Sentiment: Q4 beat and strong 2026 guidance — Lilly reported revenue of $19.3B and EPS above estimates, then guided FY‑26 revenue $80–83B and EPS 33.50–35.00, which underpins the stock rally. Reuters: Lilly sees 2026 profit above estimates
• Positive Sentiment: Surging GLP‑1 sales — Mounjaro and Zepbound volumes doubled+/grew strongly, allowing Lilly to offset U.S. pricing pressure through volume growth. This is the main revenue driver cited by management. CNBC: Lilly blows past quarterly estimates
• Positive Sentiment: Capacity investments support long-term supply advantage — Lilly announced a major $3.5B injectable facility (and broader greenfield buildout), reducing past supply constraints and supporting the volume strategy. MarketBeat: The Metabolic Split
• Neutral Sentiment: Analyst positioning — some firms reaffirm buy ratings and raise targets after the beat, which amplifies momentum but also cements expectations. MarketScreener: Goldman Sachs maintains buy
• Neutral Sentiment: Sector rotation vs. peers — Lilly’s upside is amplified by Novo Nordisk’s weaker guide (investors reallocating within GLP‑1 names), so part of the move reflects relative positioning. Investopedia: Stocks diverge
• Negative Sentiment: Valuation and pullback risk — several analysts/writers warn the stock is priced for perfection and a pullback is possible if execution/sales slow or guidance disappoints relative to very high expectations. Forbes: 3 reasons a pullback is likely
• Negative Sentiment: Pricing/regulatory headwinds remain — U.S. pricing measures (e.g., MFN-type pressures) are real; Lilly is using volume to offset price declines, but continued price compression is a recurring downside risk. Reuters: pricing headwinds noted
• Negative Sentiment: Competition is intensifying — Novo’s new oral and Pfizer/other entrants’ GLP‑1 programs are accelerating; long-term share and pricing could be pressured as more oral/cheaper options scale. MarketBeat: Pfizer GLP-1 results

Eli Lilly and Company Stock Performance

Shares of LLY opened at $1,107.13 on Thursday. The company has a debt-to-equity ratio of 1.71, a current ratio of 1.55 and a quick ratio of 1.24. The firm has a market cap of $1.05 trillion, a PE ratio of 54.16, a PEG ratio of 0.76 and a beta of 0.39. Eli Lilly and Company has a 1 year low of $623.78 and a 1 year high of $1,133.95. The stock’s fifty day moving average price is $1,054.31 and its two-hundred day moving average price is $895.30.

Eli Lilly and Company (NYSE:LLY) last announced its quarterly earnings data on Wednesday, February 4th. The company reported $7.54 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $7.48 by $0.06. The business had revenue of $19.29 billion for the quarter, compared to analysts’ expectations of $17.85 billion. Eli Lilly and Company had a return on equity of 109.52% and a net margin of 30.99%.The firm’s quarterly revenue was up 42.6% compared to the same quarter last year. During the same period in the previous year, the business posted $5.32 EPS. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. On average, equities research analysts forecast that Eli Lilly and Company will post 23.48 EPS for the current year.

Eli Lilly and Company Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Friday, February 13th will be paid a dividend of $1.73 per share. This represents a $6.92 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date is Friday, February 13th. This is an increase from Eli Lilly and Company’s previous quarterly dividend of $1.50. Eli Lilly and Company’s dividend payout ratio is currently 29.35%.

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.