Eli Lilly and Company $LLY Stock Holdings Lifted by German American Bancorp Inc.

German American Bancorp Inc. raised its stake in Eli Lilly and Company (NYSE:LLY) by 9.2% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 14,998 shares of the company’s stock after acquiring an additional 1,267 shares during the period. Eli Lilly and Company accounts for about 1.0% of German American Bancorp Inc.’s investment portfolio, making the stock its 27th biggest holding. German American Bancorp Inc.’s holdings in Eli Lilly and Company were worth $11,443,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also modified their holdings of LLY. Sumitomo Mitsui Financial Group Inc. acquired a new stake in Eli Lilly and Company in the 2nd quarter valued at approximately $27,000. Evolution Wealth Management Inc. acquired a new position in shares of Eli Lilly and Company during the 2nd quarter valued at $29,000. Steph & Co. raised its stake in shares of Eli Lilly and Company by 290.0% in the 3rd quarter. Steph & Co. now owns 39 shares of the company’s stock worth $30,000 after buying an additional 29 shares in the last quarter. Financial Gravity Companies Inc. bought a new stake in shares of Eli Lilly and Company in the 2nd quarter worth $31,000. Finally, Bare Financial Services Inc lifted its holdings in shares of Eli Lilly and Company by 263.6% in the second quarter. Bare Financial Services Inc now owns 40 shares of the company’s stock valued at $31,000 after buying an additional 29 shares during the period. Institutional investors and hedge funds 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: Q4 beat and stunning 2026 guidance — Lilly reported strong Q4 revenue and EPS and issued 2026 guidance well above Street expectations, which sparked the initial rally as investors priced in sustained GLP‑1 growth and margin leverage. Eli Lilly Booms, Then Busts: Stellar Guidance vs Hims Undercut
• Positive Sentiment: Analysts raising price targets — Multiple banks (JPMorgan, Morgan Stanley, Cantor Fitzgerald) lifted LLY price targets and kept overweight/positive views after the results, supporting upside expectations. Price Target Raised to $1,300.00 at JPMorgan Chase & Co. Price Target Raised to $1,313.00 at Morgan Stanley Price Target Raised to $1,205.00 at Cantor Fitzgerald
• Positive Sentiment: Manufacturing and capacity expansion — Lilly is expanding GLP‑1 capacity and building greenfield sites to meet volume demand, which investors view as a durable competitive advantage versus peers constrained by supply. Eli Lilly Expands GLP-1 Capacity While Building Beyond Obesity And Diabetes
• Neutral Sentiment: Obesity market size and longer‑term thesis — Coverage highlights a very large addressable market (approaching ~$100B for obesity drugs), reinforcing the long‑term growth story even as short‑term skirmishes play out. Eli Lilly vs Novo Nordisk: The 1 Figure Investors Shouldn’t Ignore
• Neutral Sentiment: Fund/score coverage — Research pieces (Zacks, institutional letters) reinforce Lilly’s growth ranking and investor interest, but are confirmatory rather than catalytic. Eli Lilly (LLY) is a Top-Ranked Growth Stock: Should You Buy?
• Negative Sentiment: Competitive pricing pressure from compounded copies — Hims & Hers launching low‑cost compounded semaglutide pills ($49 introductory) triggered a selloff as investors feared erosion of pricing/patient share for branded oral options. This remains the main short‑term risk to LLY’s oral launch economics. Novo Nordisk and Eli Lilly fall after Hims & Hers announce $49 copy of Wegovy pill
• Negative Sentiment: Regulatory/legal noise — Separately, securities‑law firms have flagged investigations into certain transactions and board conduct; these are reputational/legal items to monitor but not yet material to the core GLP‑1 thesis. Investor Alert: Scott+Scott Investigates Directors and Officers

Analyst Ratings Changes

LLY has been the topic of a number of research analyst reports. National Bankshares set a $1,286.00 target price on Eli Lilly and Company in a report on Monday, December 1st. Wells Fargo & Company lifted their price objective 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. The Goldman Sachs Group set a $1,260.00 target price on shares of Eli Lilly and Company in a report on Thursday. UBS Group restated a “buy” rating on shares of Eli Lilly and Company in a report on Monday, February 2nd. Finally, Zacks Research lowered shares of Eli Lilly and Company from a “strong-buy” rating to a “hold” rating in a research report on Friday, January 30th. Two equities research analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating and five have given a Hold rating to the stock. Based on data from MarketBeat, Eli Lilly and Company presently has a consensus rating of “Moderate Buy” and a consensus target price of $1,203.75.

Eli Lilly and Company Trading Up 3.6%

NYSE:LLY opened at $1,057.10 on Friday. The stock’s 50-day moving average is $1,052.25 and its two-hundred day moving average is $899.06. Eli Lilly and Company has a fifty-two week low of $623.78 and a fifty-two week high of $1,133.95. The stock has a market cap of $999.37 billion, a PE ratio of 46.06, a price-to-earnings-growth ratio of 0.76 and a beta of 0.39. The company has a debt-to-equity ratio of 1.71, a current ratio of 1.55 and a quick ratio of 1.24.

Eli Lilly and Company (NYSE:LLY) last released its earnings results on Wednesday, February 4th. The company reported $7.54 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates 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 company had revenue of $19.29 billion during the quarter, compared to the consensus estimate of $17.85 billion. During the same quarter in the prior year, the firm earned $5.32 EPS. The company’s 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, equities research 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 company 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 annualized dividend and a yield of 0.7%. The ex-dividend date of this dividend 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 payout ratio is currently 30.15%.

Eli Lilly and 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.