Capital Group Private Client Services Inc. Decreases Stock Position in Eli Lilly and Company $LLY

Capital Group Private Client Services Inc. lessened its holdings in Eli Lilly and Company (NYSE:LLY) by 74.7% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 22,512 shares of the company’s stock after selling 66,354 shares during the quarter. Capital Group Private Client Services Inc.’s holdings in Eli Lilly and Company were worth $17,177,000 at the end of the most recent reporting period.

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 worth approximately $27,000. Evolution Wealth Management Inc. purchased a new stake in Eli Lilly and Company during the 2nd quarter worth approximately $29,000. Steph & Co. increased its stake in Eli Lilly and Company by 290.0% during the 3rd quarter. Steph & Co. now owns 39 shares of the company’s stock valued at $30,000 after purchasing an additional 29 shares in the last quarter. Financial Gravity Companies Inc. purchased a new position in shares of Eli Lilly and Company in the second quarter worth $31,000. Finally, Bare Financial Services Inc raised 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 worth $31,000 after buying an additional 29 shares during 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: Amazon Pharmacy will distribute Lilly’s Zepbound KwikPen, widening retail access and convenience for patients — a direct revenue tailwind for Lilly’s obesity franchise. Amazon Pharmacy Expands Access to Eli Lilly’s Zepbound KwikPen for Weight Management
• Positive Sentiment: Lilly agreed to invest $500M in South Korea’s biotech sector, signaling international expansion of R&D/manufacturing capacity and longer‑term growth optionality beyond current GLP‑1 sales. Eli Lilly Is Making a Big Bet on South Korea’s Biotech Sector
• Positive Sentiment: J.P. Morgan reiterated a Buy on LLY, offering buy‑side validation that supports investor appetite for the shares amid strong fundamentals and pipeline optionality. J.P. Morgan Keeps Their Buy Rating on Eli Lilly & Co (LLY)
• Neutral Sentiment: Market coverage pieces highlight Lilly as a megatrend play (GLP‑1, oncology, Alzheimer’s) — positive narrative for long‑term holders but not an immediate earnings driver. Megatrends Still Matter: 3 Growth Stocks for the Next 10 Years
• Neutral Sentiment: Multiple commentary pieces caution that LLY’s valuation is elevated despite recent pullbacks, which could limit upside or increase volatility if growth expectations slip. Should You Buy Eli Lilly Stock Now or Wait for More of a Pullback?
• Negative Sentiment: Regulatory/coverage risk: Lilly warned some basic Medicare plans may not implement the $50 monthly cap for weight‑loss drugs under the CMS model, potentially increasing out‑of‑pocket costs and limiting near‑term market uptake. Eli Lilly says some Medicare plans may exceed $50 cap for weight-loss drugs
• Negative Sentiment: Legal overhang: A U.S. court certified a nationwide class in racketeering litigation tied to the older diabetes drug Actos, raising potential cash‑flow and reputational risk if liabilities materialize. Actos Class Action Puts Eli Lilly Legal And Cash Flow Risks In Focus

Eli Lilly and Company Trading Up 1.8%

Eli Lilly and Company stock opened at $1,008.42 on Tuesday. The firm has a market cap of $951.30 billion, a PE ratio of 43.94, a P/E/G ratio of 1.15 and a beta of 0.40. Eli Lilly and Company has a 12 month low of $623.78 and a 12 month high of $1,133.95. The stock’s 50 day simple moving average is $1,044.23 and its two-hundred day simple moving average is $944.67. 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 (NYSE:LLY) last posted its earnings results 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 net margin of 31.66% and a return on equity of 102.94%. 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 firm earned $5.32 EPS. The business’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. Analysts anticipate that Eli Lilly and Company will post 23.48 earnings per share for the current year.

Wall Street Analysts Forecast Growth

LLY has been the topic of a number of research analyst reports. TD Cowen boosted their price objective on shares of Eli Lilly and Company from $960.00 to $1,250.00 and gave the company a “buy” rating in a report on Thursday, January 29th. UBS Group restated a “buy” rating on shares of Eli Lilly and Company in a research note on Monday, February 2nd. Royal Bank Of Canada assumed coverage on Eli Lilly and Company in a research report on Tuesday, February 24th. They set an “outperform” rating and a $1,250.00 price target for the company. Rothschild & Co Redburn boosted their price target on Eli Lilly and Company from $775.00 to $830.00 and gave the company a “neutral” rating in a research note on Monday, January 26th. Finally, Argus increased their price objective on Eli Lilly and Company from $930.00 to $1,200.00 and gave the company a “buy” rating in a report on Monday, February 9th. Two equities research 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 company. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target 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.