Mattern Capital Management LLC Has $10.47 Million Stake in Eli Lilly and Company $LLY

Mattern Capital Management LLC trimmed its position in Eli Lilly and Company (NYSE:LLY) by 10.7% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 9,744 shares of the company’s stock after selling 1,169 shares during the quarter. Eli Lilly and Company accounts for 1.2% of Mattern Capital Management LLC’s portfolio, making the stock its 21st largest position. Mattern Capital Management LLC’s holdings in Eli Lilly and Company were worth $10,472,000 at the end of the most recent reporting period.

Several other hedge funds have also recently bought and sold shares of the stock. Pinion Investment Advisors LLC raised its stake in Eli Lilly and Company by 157.0% during the fourth quarter. Pinion Investment Advisors LLC now owns 766 shares of the company’s stock worth $823,000 after acquiring an additional 468 shares in the last quarter. Dunhill Financial LLC raised its stake in Eli Lilly and Company by 12.9% during the fourth quarter. Dunhill Financial LLC now owns 542 shares of the company’s stock worth $541,000 after acquiring an additional 62 shares in the last quarter. Resonant Capital Advisors LLC raised its stake in Eli Lilly and Company by 2.9% during the fourth quarter. Resonant Capital Advisors LLC now owns 5,713 shares of the company’s stock worth $6,140,000 after acquiring an additional 161 shares in the last quarter. Wealth Alliance Advisory Group LLC raised its stake in Eli Lilly and Company by 18.7% during the fourth quarter. Wealth Alliance Advisory Group LLC now owns 6,106 shares of the company’s stock worth $6,562,000 after acquiring an additional 964 shares in the last quarter. Finally, Kercheville Advisors LLC raised its stake in Eli Lilly and Company by 98.3% during the fourth quarter. Kercheville Advisors LLC now owns 3,776 shares of the company’s stock worth $4,106,000 after acquiring an additional 1,872 shares in the last quarter. 82.53% of the stock is currently owned by institutional investors and hedge funds.

Eli Lilly and Company News Summary

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

• Positive Sentiment: Large AI gene‑editing partnership with Profluent (up to $2.25B) broadens Lilly’s digital biology and next‑generation genetic medicine pipeline, a long‑term growth and valuation positive. Read More.
• Positive Sentiment: Acquisition of Ajax Therapeutics (up to $2.3B) adds a JAK2 myelofibrosis program and deepens oncology exposure — complementary to recent M&A and supports analyst bullishness. Read More.
• Positive Sentiment: Analyst support and price‑target moves (e.g., Guggenheim raise) reflect confidence that acquisitions plus pipeline execution justify upside vs. the pullback. This can underpin buying interest if Q1 execution meets expectations. Read More.
• Neutral Sentiment: Wall Street forecasts strong Q1 revenue growth (~36–37%) and investors expect pipeline commentary; earnings results and management commentary will be the immediate catalyst for intraday moves. Read More.
• Neutral Sentiment: Options and trader models imply sizable post‑earnings volatility — the report could drive a sharp move either way, so risk around the print is elevated. Read More.
• Negative Sentiment: Early launch data show Foundayo prescriptions lagging a Novo rival and social chatter flags a slow oral GLP‑1 rollout; weaker uptake puts short‑term pressure on growth expectations for obesity franchise. Read More.
• Negative Sentiment: Canada approved cheaper generic weight‑loss drugs, highlighting accelerating competitive and pricing risks in the GLP‑1 market that could weigh on sales mix and margins over time. Read More.
• Negative Sentiment: Notable insider selling activity and some fund/portfolio churn reported recently; heavy sales can be perceived negatively by sentiment‑driven investors ahead of the quarter. Read More.

Wall Street Analyst Weigh In

Several research analysts have issued reports on LLY shares. Freedom Capital upgraded Eli Lilly and Company from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, February 10th. Guggenheim increased their price objective on Eli Lilly and Company from $1,163.00 to $1,183.00 and gave the stock a “buy” rating in a research note on Tuesday, April 21st. CICC Research increased their price objective on Eli Lilly and Company from $1,060.00 to $1,107.00 and gave the stock a “neutral” rating in a research note on Wednesday, February 11th. Barclays started coverage on Eli Lilly and Company in a research note on Thursday, February 19th. They set an “overweight” rating and a $1,350.00 price objective for the company. Finally, Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and set a $1,285.00 price objective on shares of Eli Lilly and Company in a research note on Friday, March 6th. Two research analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $1,216.52.

Eli Lilly and Company Price Performance

Eli Lilly and Company stock opened at $851.65 on Thursday. The business’s 50-day simple moving average is $948.77 and its 200 day simple moving average is $985.31. The stock has a market cap of $804.65 billion, a price-to-earnings ratio of 37.11, a P/E/G ratio of 1.03 and a beta of 0.51. 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 quick ratio of 1.19, a current ratio of 1.58 and a debt-to-equity ratio of 1.54.

Eli Lilly and Company (NYSE:LLY) last posted its quarterly earnings results on Wednesday, February 4th. The company reported $7.54 earnings per share (EPS) for the quarter, beating the consensus estimate of $7.48 by $0.06. The business had revenue of $19.29 billion for the quarter, compared to analysts’ expectations of $17.85 billion. Eli Lilly and Company had a return on equity of 102.94% and a net margin of 31.66%.The firm’s quarterly revenue was up 42.6% compared to the same quarter last year. During the same quarter last 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, research analysts anticipate that Eli Lilly and Company will post 33.9 earnings per share for the current year.

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.