Russell Investments Group Ltd. Grows Stock Holdings in Eli Lilly and Company $LLY

Russell Investments Group Ltd. raised its holdings in shares of Eli Lilly and Company (NYSE:LLY) by 5.2% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 586,898 shares of the company’s stock after acquiring an additional 29,188 shares during the quarter. Eli Lilly and Company comprises approximately 0.5% of Russell Investments Group Ltd.’s portfolio, making the stock its 19th biggest holding. Russell Investments Group Ltd. owned approximately 0.06% of Eli Lilly and Company worth $444,600,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in the stock. Laurel Wealth Advisors LLC grew its position in shares of 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 purchasing an additional 11,537,661 shares in the last quarter. Norges Bank purchased a new stake in Eli Lilly and Company during the 2nd quarter worth about $8,827,714,000. Vanguard Group Inc. boosted its stake in Eli Lilly and Company by 1.5% in the 2nd quarter. Vanguard Group Inc. now owns 80,407,430 shares of the company’s stock worth $62,680,004,000 after purchasing an additional 1,183,038 shares during the period. Victory Capital Management Inc. boosted its stake in 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 worth $1,761,772,000 after purchasing an additional 744,868 shares during the period. Finally, Franklin Resources Inc. grew its holdings in Eli Lilly and Company by 13.4% during the 2nd quarter. Franklin Resources Inc. now owns 4,766,865 shares of the company’s stock valued at $3,715,913,000 after buying an additional 564,736 shares in the last quarter. Hedge funds and other institutional investors own 82.53% of the company’s stock.

Key Stories Impacting Eli Lilly and Company

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

• Positive Sentiment: Lilly launched “Lilly Employer Connect,” a direct-to-employer platform designed to broaden employer coverage of its obesity medicines (Zepbound/tirzepatide), which could increase uptake and stabilize pricing dynamics by offering predictable pricing for employers. Lilly Employer Connect platform launches
• Positive Sentiment: GoodRx expanded employer-sponsored access to Zepbound KwikPen, offering a set price across doses — a commercial channel that can boost volume and lower friction for adoption among employees. GoodRx to Expand Employer-Sponsored Access to Zepbound® KwikPen®
• Positive Sentiment: Pipeline and clinical updates: completion/updates on the TRANSCEND‑T2D‑1 trial for retatrutide and progress in abemaciclib combos deepen Lilly’s obesity and oncology optionality — news that supports longer‑term growth expectations. TRANSCEND-T2D-1 Trial Completion
• Positive Sentiment: Analyst support: UBS and other analysts emphasize Lilly’s leadership in next‑generation obesity therapies and maintained/installed Buy views, which underpins demand for the stock. Analyst Buy Rating on Lilly
• Neutral Sentiment: Industry context: competitor data (Roche/Zealand) showed mixed results — some rivals lag GLP‑1 leaders — which can modestly benefit market share expectations for Lilly but is not a direct near‑term driver. Roche’s Obesity Drug Shows Promise But Trails GLP-1 Giants
• Neutral Sentiment: Broader coverage and media analysis ask whether LLY’s high absolute share price leaves room to run — useful for positioning but not an immediate catalyst absent valuation or guidance changes. Is It Too Late To Consider Eli Lilly (LLY)?
• Negative Sentiment: Sell‑side/independent skepticism and downgrade: a Seeking Alpha piece flagged a rating downgrade and cautioned that the “one‑way ride” may end, adding downside pressure from sentiment shifts. Eli Lilly: The One-Way Ride Can’t Last Forever (Rating Downgrade)
• Negative Sentiment: Near‑term investor worries about pricing, competition and recent share weakness since earnings have led to short‑term selling/volatility despite strong top‑line results and guidance. Lilly (LLY) Down 3.7% Since Last Earnings Report

Eli Lilly and Company Stock Performance

Shares of LLY opened at $990.58 on Monday. Eli Lilly and Company has a 12-month low of $623.78 and a 12-month high of $1,133.95. The company has a current ratio of 1.58, a quick ratio of 1.19 and a debt-to-equity ratio of 1.54. The company has a market cap of $934.47 billion, a PE ratio of 43.16, a price-to-earnings-growth ratio of 1.15 and a beta of 0.40. The stock has a 50-day moving average price of $1,045.63 and a 200-day moving average price of $942.56.

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

Wall Street Analyst Weigh In

Several equities research analysts have recently weighed in on the company. Scotiabank reiterated an “outperform” rating and set a $1,300.00 price target on shares of Eli Lilly and Company in a research report on Thursday, February 5th. BMO Capital Markets reaffirmed an “outperform” rating and set a $1,300.00 price objective on shares of Eli Lilly and Company in a research note on Thursday, February 5th. Barclays initiated coverage on shares of Eli Lilly and Company in a report on Thursday, February 19th. They set an “overweight” rating and a $1,350.00 target price on the stock. Cantor Fitzgerald increased their target price on shares of Eli Lilly and Company from $985.00 to $1,205.00 and gave the stock an “overweight” rating in a research note on Thursday, February 5th. Finally, Guggenheim raised their price target on shares of Eli Lilly and Company from $1,161.00 to $1,168.00 and gave the company a “buy” rating in a report on Thursday, February 26th. Two analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating and five have assigned a Hold rating to the stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $1,229.59.

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.