CSM Advisors LLC Has $8.37 Million Stock Position in Eli Lilly and Company $LLY

CSM Advisors LLC increased its stake in Eli Lilly and Company (NYSE:LLY) by 918.9% in the 3rd quarter, HoldingsChannel reports. The institutional investor owned 10,974 shares of the company’s stock after purchasing an additional 9,897 shares during the quarter. CSM Advisors LLC’s holdings in Eli Lilly and Company were worth $8,371,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Vanguard Group Inc. raised its position in Eli Lilly and Company by 0.7% during the third quarter. Vanguard Group Inc. now owns 80,959,089 shares of the company’s stock worth $61,771,785,000 after acquiring an additional 551,659 shares in the last quarter. Capital Research Global Investors grew its position in shares of Eli Lilly and Company by 20.9% in the 3rd quarter. Capital Research Global Investors now owns 25,088,371 shares of the company’s stock valued at $19,141,787,000 after acquiring an additional 4,332,008 shares during the period. Wellington Management Group LLP grew its position in shares of Eli Lilly and Company by 4.1% in the 3rd quarter. Wellington Management Group LLP now owns 14,563,780 shares of the company’s stock valued at $11,112,164,000 after acquiring an additional 574,229 shares during the period. Laurel Wealth Advisors LLC increased its stake in shares of Eli Lilly and Company by 78,621.2% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 11,552,336 shares of the company’s stock worth $9,005,392,000 after purchasing an additional 11,537,661 shares during the last quarter. Finally, Norges Bank acquired a new position in shares of Eli Lilly and Company during the 2nd quarter worth about $8,827,714,000. 82.53% of the stock is owned by institutional investors.

Trending Headlines about Eli Lilly and Company

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

• Positive Sentiment: Big, long‑term capacity bet in China: Lilly’s planned $3 billion, decade‑long buildout in China is being viewed as a strategic way to secure supply, win share in the fast‑growing GLP‑1 market there, and defend margins versus local competitors — a clear revenue runway catalyst. The Real Reason Eli Lilly Is Pouring $3 Billion Into China
• Positive Sentiment: Policy and access tailwinds: CMS expansion of Medicare access to Zepbound and Mounjaro broadens the addressable patient base and reduces a key barrier to volume growth for Lilly’s injectable GLP‑1s. This supports upside to near‑term sales forecasts. Eli Lilly (LLY) and CMS Expand Medicare Access to Zepbound and Mounjaro
• Positive Sentiment: Commercial & product expansion moves: Employer Connect and LillyDirect aim to unlock employer coverage and lower out‑of‑pocket friction for Zepbound, which could materially increase uptake if employers adopt the program. Combined with positive head‑to‑head oral GLP‑1 data for orforglipron, this strengthens the multi‑product growth story. Eli Lilly’s Employer Push Could Unlock New GLP-1 Demand
• Positive Sentiment: Clinical pipeline progress: Lilly advanced a Phase‑1 study of eloralintide in high‑risk kidney patients — additional indications or safety/efficacy data can expand uses and support valuation beyond obesity/diabetes franchises. Lilly Advances Eloralintide Study in High-Risk Kidney Patients: What Investors Should Know
• Positive Sentiment: Manufacturing footprint expansion: Smaller regional investments (e.g., Korea, Japan plant expansion) further de‑risk supply and support global launch scale for next‑gen GLP‑1s. These moves reduce disruption risk and help defend market share. Eli Lilly invests $500 million in Korea’s biotech growth
• Neutral Sentiment: Valuation / stock structure chatter: Continued outperformance has people speculating about a stock split (accessibility for retail investors), which is psychology‑driven and may influence retail flows but doesn’t change fundamentals. 3 Stocks That Could Be Next to Announce a Stock Split
• Negative Sentiment: Safety/supply headline risk: Lilly warned about an unknown impurity found in compounded tirzepatide mixed with vitamin B12 — this raises short‑term PR/regulatory risk and could spur use‑restrictions or additional scrutiny of compounding practices. Using Obesity Drug? Eli Lilly Flags Unknown Impurity Found In Compounded Weight Loss Drugs With Vitamin B12
• Negative Sentiment: Momentum concerns: Some analysts/commentary note weakening trading momentum since November — a reminder that lofty multiples and rate/flow dynamics can pressure the stock if sentiment turns. Eli Lilly Reaching For Peak GLP-1 Euphoria: Rotten Trading Momentum Since November

Wall Street Analysts Forecast Growth

Several equities research analysts recently issued reports on the stock. Truist Financial reiterated a “buy” rating on shares of Eli Lilly and Company in a research note on Monday, February 23rd. Cantor Fitzgerald boosted their price target on Eli Lilly and Company from $985.00 to $1,205.00 and gave the stock an “overweight” rating in a research report on Thursday, February 5th. Wolfe Research upped their price objective on Eli Lilly and Company from $1,050.00 to $1,250.00 and gave the company an “outperform” rating in a research note on Wednesday, December 3rd. BMO Capital Markets reiterated an “outperform” rating and set a $1,300.00 target price on shares of Eli Lilly and Company in a research note on Thursday, February 5th. Finally, Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $1,285.00 target price on shares of Eli Lilly and Company in a report on Friday, March 6th. Two research analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating and five have issued a Hold rating to the stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $1,229.59.

Eli Lilly and Company Price Performance

Eli Lilly and Company stock opened at $985.10 on Monday. The company has a debt-to-equity ratio of 1.54, a quick ratio of 1.19 and a current ratio of 1.58. Eli Lilly and Company has a 52 week low of $623.78 and a 52 week high of $1,133.95. The stock has a market capitalization of $930.74 billion, a P/E ratio of 42.92, a price-to-earnings-growth ratio of 1.15 and a beta of 0.40. The stock has a fifty day moving average of $1,037.28 and a 200-day moving average of $952.32.

Eli Lilly and Company (NYSE:LLY) last released its quarterly earnings data 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 return on equity of 102.94% and a net margin of 31.66%.The business had revenue of $19.29 billion for the quarter, compared to analyst estimates of $17.85 billion. During the same period last year, the firm posted $5.32 earnings per share. Eli Lilly and 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. On average, sell-side analysts expect that Eli Lilly and Company will post 23.48 earnings per share for the current fiscal year.

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.