Goelzer Investment Management Inc. Cuts Stock Position in Eli Lilly and Company $LLY

Goelzer Investment Management Inc. trimmed its stake in Eli Lilly and Company (NYSE:LLY) by 0.3% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 542,867 shares of the company’s stock after selling 1,625 shares during the quarter. Eli Lilly and Company comprises about 27.1% of Goelzer Investment Management Inc.’s holdings, making the stock its biggest position. Goelzer Investment Management Inc.’s holdings in Eli Lilly and Company were worth $583,408,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Brighton Jones LLC raised its holdings in shares of Eli Lilly and Company by 22.0% in the 4th quarter. Brighton Jones LLC now owns 9,597 shares of the company’s stock worth $7,409,000 after acquiring an additional 1,730 shares during the last quarter. Revolve Wealth Partners LLC boosted its stake in Eli Lilly and Company by 2.8% during the 4th quarter. Revolve Wealth Partners LLC now owns 1,471 shares of the company’s stock valued at $1,136,000 after purchasing an additional 40 shares during the last quarter. Schnieders Capital Management LLC. increased its holdings in Eli Lilly and Company by 16.7% during the 2nd quarter. Schnieders Capital Management LLC. now owns 7,993 shares of the company’s stock worth $6,231,000 after purchasing an additional 1,141 shares in the last quarter. Proactive Wealth Strategies LLC increased its holdings in Eli Lilly and Company by 5.6% during the 2nd quarter. Proactive Wealth Strategies LLC now owns 1,398 shares of the company’s stock worth $1,090,000 after purchasing an additional 74 shares in the last quarter. Finally, Portfolio Design Labs LLC increased its holdings in Eli Lilly and Company by 70.5% during the 2nd quarter. Portfolio Design Labs LLC now owns 9,445 shares of the company’s stock worth $7,363,000 after purchasing an additional 3,905 shares in the last quarter. 82.53% of the stock is owned by institutional investors.

Analyst Ratings Changes

A number of research firms have recently weighed in on LLY. BMO Capital Markets restated an “outperform” rating and issued a $1,300.00 target price on shares of Eli Lilly and Company in a report on Thursday, February 5th. CICC Research upped their price target on Eli Lilly and Company from $1,060.00 to $1,107.00 and gave the stock a “neutral” rating in a report on Wednesday, February 11th. Daiwa Securities Group increased their price target on Eli Lilly and Company from $1,230.00 to $1,250.00 and gave the company a “buy” rating in a research report on Wednesday, February 18th. Royal Bank Of Canada assumed coverage on Eli Lilly and Company in a research note on Tuesday, February 24th. They set an “outperform” rating and a $1,250.00 price objective on the stock. Finally, Argus lifted their price objective on shares of Eli Lilly and Company from $930.00 to $1,200.00 and gave the stock a “buy” rating in a report on Monday, February 9th. Two research analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $1,221.26.

Eli Lilly and Company Price Performance

Shares of NYSE LLY opened at $918.12 on Wednesday. The company has a market capitalization of $867.46 billion, a PE ratio of 40.01, a PEG ratio of 1.03 and a beta of 0.40. The company has a quick ratio of 1.19, a current ratio of 1.58 and a debt-to-equity ratio of 1.54. The stock’s 50 day moving average price is $1,001.75 and its 200-day moving average price is $966.95. Eli Lilly and Company has a twelve month low of $623.78 and a twelve month high of $1,133.95.

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

Key Headlines Impacting Eli Lilly and Company

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

• Positive Sentiment: Lilly agreed to buy Centessa Pharmaceuticals in a cash deal that pays $38/share upfront with contingent value rights that can lift the total to roughly $7.8 billion; the acquisition brings Centessa’s OX2R agonist sleep‑wake program (lead asset cleminorexton) into Lilly’s neuroscience pipeline and reduces reliance on a single franchise for future growth. Lilly to acquire Centessa press release
• Positive Sentiment: Lilly expanded its AI drug‑discovery partnership (Insilico/Insilico Medicine) in a deal worth up to ~$2.75 billion, aiming to speed molecule discovery and lower R&D costs — a strategic move that could increase pipeline throughput and long‑term earnings visibility. Lilly extends Insilico partnership (Reuters)
• Neutral Sentiment: Market reaction to the Centessa deal sent Centessa (CNTA) shares sharply higher and drove options activity; that reflects dealcertainty and investor demand for sleep‑med assets but is more about the target than an immediate P&L boost for Lilly. Options Traders Pick Up Pharma Stock After Eli Lilly Buyout
• Neutral Sentiment: Analyst/market notes were mixed: some firms keep buy ratings (Guggenheim maintained buy while trimming its target slightly) — a sign analysts view the strategic moves as supportive but remain cautious on valuation. Guggenheim price-target note (Benzinga)
• Negative Sentiment: Competitive risk: Novo Nordisk launched a multi‑month subscription for Wegovy (cash‑pay patients) to undercut prices and win share in the obesity/GLP‑1 market — increased pricing competition could pressure Lilly’s high‑margin GLP‑1 cash sales over time. Novo launches Wegovy subscription (CNBC)

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.