FourThought Financial Partners LLC Increases Stock Position in Eli Lilly and Company $LLY

FourThought Financial Partners LLC grew its position in shares of Eli Lilly and Company (NYSE:LLY) by 71.9% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 5,433 shares of the company’s stock after purchasing an additional 2,273 shares during the period. FourThought Financial Partners LLC’s holdings in Eli Lilly and Company were worth $4,146,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Exencial Wealth Advisors LLC lifted its stake in shares of Eli Lilly and Company by 189.6% in the 3rd quarter. Exencial Wealth Advisors LLC now owns 17,408 shares of the company’s stock valued at $13,283,000 after purchasing an additional 11,396 shares during the last quarter. Rede Wealth LLC purchased a new stake in Eli Lilly and Company during the 3rd quarter valued at $487,000. Central Pacific Bank Trust Division lifted its position in Eli Lilly and Company by 25.8% in the third quarter. Central Pacific Bank Trust Division now owns 8,990 shares of the company’s stock worth $6,859,000 after buying an additional 1,843 shares during the last quarter. Cidel Asset Management Inc. increased its position in Eli Lilly and Company by 26.5% during the third quarter. Cidel Asset Management Inc. now owns 26,726 shares of the company’s stock valued at $20,392,000 after acquiring an additional 5,591 shares during the last quarter. Finally, Oak Family Advisors LLC purchased a new stake in shares of Eli Lilly and Company in the third quarter valued at $1,979,000. 82.53% of the stock is owned by institutional investors.

Eli Lilly and Company Price Performance

Shares of LLY stock opened at $1,008.42 on Tuesday. Eli Lilly and Company has a twelve month low of $623.78 and a twelve 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 stock has a fifty day simple moving average of $1,044.23 and a two-hundred day simple moving average of $944.67. The stock has a market capitalization of $951.30 billion, a price-to-earnings ratio of 43.94, a P/E/G ratio of 1.15 and a beta of 0.40.

Eli Lilly and Company (NYSE:LLY) last announced its quarterly earnings results on Wednesday, February 4th. The company reported $7.54 EPS for the quarter, beating the consensus estimate of $7.48 by $0.06. Eli Lilly and Company had a return on equity of 102.94% and a net margin of 31.66%.The firm had revenue of $19.29 billion for the quarter, compared to analyst estimates of $17.85 billion. During the same quarter last year, the firm posted $5.32 earnings per share. The business’s revenue for the quarter 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. On average, analysts predict that Eli Lilly and Company will post 23.48 EPS for the current fiscal year.

Trending Headlines about Eli Lilly and Company

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

• Positive Sentiment: Launched an Employer Connect platform to engage employers and payers — a channel that could speed formulary conversations and uptake of Lilly’s weight‑management and diabetes medicines. Eli Lilly and Company (LLY) Announces the Launch of its Employer Connect Platform
• Positive Sentiment: Amazon Pharmacy expanded access to Lilly’s Zepbound KwikPen, widening retail distribution and patient convenience — likely to support Zepbound prescription volumes and recurring revenue. Amazon Pharmacy Expands Access to Eli Lilly’s Zepbound KwikPen for Weight Management
• Positive Sentiment: Announced a $500 million investment in South Korea’s biotech sector — strategic capital that could accelerate manufacturing, R&D collaborations and regional expansion of Lilly’s pipeline and commercial footprint. Eli Lilly (LLY) Is Making a Big Bet on South Korea’s Biotech Sector. Here’s Why
• Positive Sentiment: J.P. Morgan maintained a buy rating, reinforcing analyst support for Lilly’s growth thesis driven by GLP‑1 leadership and pipeline depth. J.P. Morgan Keeps Their Buy Rating on Eli Lilly & Co (LLY)
• Positive Sentiment: Coverage pieces continue to highlight Lilly’s dominant GLP‑1 franchises (Mounjaro, Zepbound) and pipeline assets — supporting the long‑term growth narrative even as valuation remains elevated.
• Neutral Sentiment: Market commentary noted Lilly outperformed the broader market in recent sessions, reflecting momentum trading around GLP‑1 exposure rather than new company‑specific data. Eli Lilly (LLY) Laps the Stock Market: Here’s Why
• Neutral Sentiment: Analyst/opinion pieces caution that LLY’s valuation is stretched — a reminder that upside may be tied to continued strong sales and pipeline progress rather than multiple expansion alone. Should You Buy Eli Lilly Stock Now or Wait for More of a Pullback?
• Negative Sentiment: A U.S. court certified a nationwide class of third‑party payors in racketeering litigation tied to Actos, raising potential legal and cash‑flow risk if liabilities materialize. This is a direct headline risk to watch. Actos Class Action Puts Eli Lilly Legal And Cash Flow Risks In Focus
• Negative Sentiment: Reportedly some basic Medicare plans may not adhere to the $50/month out‑of‑pocket cap for weight‑loss drugs under the agency model — a coverage/affordability uncertainty that could affect uptake and public perception. Eli Lilly says some Medicare plans may exceed $50 cap for weight-loss drugs

Analyst Upgrades and Downgrades

A number of analysts recently weighed in on LLY shares. Scotiabank reissued an “outperform” rating and issued a $1,300.00 price objective on shares of Eli Lilly and Company in a research report on Thursday, February 5th. Royal Bank Of Canada started coverage on Eli Lilly and Company in a report on Tuesday, February 24th. They issued an “outperform” rating and a $1,250.00 price target on the stock. Wells Fargo & Company boosted their price objective on Eli Lilly and Company from $1,200.00 to $1,280.00 and gave the company an “overweight” rating in a report on Thursday, February 5th. Loop Capital set a $1,200.00 price objective on Eli Lilly and Company in a research report on Tuesday, February 10th. Finally, Sanford C. Bernstein reiterated an “outperform” rating on shares of Eli Lilly and Company in a research note on Friday, December 19th. Two research analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating and five have given a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $1,229.59.

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.