Comerica Bank Has $1.60 Billion Stock Holdings in Eli Lilly and Company $LLY

Comerica Bank lowered its holdings in shares of Eli Lilly and Company (NYSE:LLY) by 0.6% in the 4th quarter, Holdings Channel.com reports. The fund owned 1,485,360 shares of the company’s stock after selling 9,402 shares during the period. Eli Lilly and Company makes up about 6.4% of Comerica Bank’s holdings, making the stock its biggest holding. Comerica Bank’s holdings in Eli Lilly and Company were worth $1,596,286,000 as of its most recent filing with the SEC.

Other large investors have also recently modified their holdings of the company. Capital Research Global Investors raised its stake in Eli Lilly and Company by 20.9% during the third quarter. Capital Research Global Investors now owns 25,088,371 shares of the company’s stock worth $19,141,787,000 after buying an additional 4,332,008 shares during the last quarter. Vanguard Group Inc. raised its stake in Eli Lilly and Company by 1.2% during the fourth quarter. Vanguard Group Inc. now owns 81,965,974 shares of the company’s stock worth $88,087,193,000 after buying an additional 1,006,885 shares during the last quarter. Amundi raised its stake in Eli Lilly and Company by 27.1% during the third quarter. Amundi now owns 4,525,902 shares of the company’s stock worth $3,823,977,000 after buying an additional 964,675 shares during the last quarter. Victory Capital Management Inc. raised its stake in Eli Lilly and Company by 47.6% during the third quarter. Victory Capital Management Inc. now owns 2,309,006 shares of the company’s stock worth $1,761,772,000 after buying an additional 744,868 shares during the last quarter. Finally, Danske Bank A S bought a new position in Eli Lilly and Company during the third quarter worth $512,022,000. Institutional investors own 82.53% of the company’s stock.

Eli Lilly and Company Stock Up 3.3%

Shares of NYSE LLY opened at $965.19 on Friday. The stock has a market capitalization of $911.93 billion, a P/E ratio of 42.06, a P/E/G ratio of 1.10 and a beta of 0.48. The company has a 50-day moving average price of $947.05 and a 200-day moving average price of $984.98. Eli Lilly and Company has a 1 year low of $623.78 and a 1 year high of $1,133.95. The company has a debt-to-equity ratio of 1.54, a current ratio of 1.58 and a quick ratio of 1.19.

Eli Lilly and Company (NYSE:LLY) last issued its quarterly earnings data on Thursday, April 30th. The company reported $8.55 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $6.97 by $1.58. The firm had revenue of $19.80 billion during the quarter, compared to analysts’ expectations of $17.82 billion. Eli Lilly and Company had a net margin of 34.98% and a return on equity of 115.33%. The business’s revenue was up 55.5% on a year-over-year basis. During the same period last year, the company earned $3.34 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. On average, equities research analysts forecast that Eli Lilly and Company will post 33.79 EPS for the current fiscal year.

Key Headlines Impacting Eli Lilly and Company

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

• Positive Sentiment: Q1 results and guidance boost: Lilly reported roughly $19.8B revenue and $8.55 non‑GAAP EPS (well above consensus), raised 2026 revenue guidance to $82–85B and lifted EPS guidance to $35.50–37 — a primary driver of the rally. Eli Lilly raises annual profit forecast as GLP-1 drugs fuel growth
• Positive Sentiment: Foundayo (oral GLP‑1) early traction: Foundayo — the first oral GLP‑1 with no food/water timing restrictions — has seen early prescriptions (management cites >20,000 patients), supporting longer‑term market share and convenience advantages versus rivals. Lilly’s Double-Beat Widens the GLP-1 Gap—And a New Pill Could Make It Permanent
• Positive Sentiment: Regulatory tailwind for pricing/protection: The FDA proposed excluding key GLP‑1 active ingredients from the compounding bulk list — a move that would limit cheaper mass compounding and help protect branded volumes/pricing. US FDA proposes excluding weight-loss drugs from compounding list
• Positive Sentiment: Street upgrades and higher price targets: Major banks raised price targets and reiterated buy/overweight ratings after the results and guidance, supporting momentum from institutional analysts. Cantor Fitzgerald raises PT
• Neutral Sentiment: Novo’s oral rollout increases scrutiny: Novo Nordisk is expanding its oral GLP‑1 presence (rebranded Rybelsus/Ozempic pills across many pharmacies), a development investors will watch but which hasn’t flipped the narrative away from Lilly yet. Novo Launches Ozempic Pills Across 70,000 US Pharmacies
• Neutral Sentiment: Valuation and long‑term upside debate: Several analyses highlight a tension between Lilly’s strong top‑line growth and a stretched valuation after multi‑year gains; some see material upside if GLP‑1 momentum persists, others caution about multiple compression risk. Eli Lilly Stock’s Path To 30% Upside
• Negative Sentiment: Competitive and pricing pressure risks remain: PBM/insurer negotiation, faster ramps from rivals and longer‑term generic/compounding threats could pressure realized prices and margin expansion — a risk highlighted in market commentary despite the quarter’s beat. Fast Money panel on Novo vs Lilly
• Negative Sentiment: Regulatory / stakeholder friction: Hospital groups have pushed back on certain Lilly data/340B requests, which could create policy or reimbursement friction to monitor. AHA urges HHS to block Lilly 340B data demands

Wall Street Analyst Weigh In

LLY has been the subject of a number of analyst reports. Bank of America lifted their target price on shares of Eli Lilly and Company from $1,293.00 to $1,294.00 and gave the stock a “buy” rating in a research note on Thursday, April 2nd. JPMorgan Chase & Co. raised their price target on shares of Eli Lilly and Company from $1,150.00 to $1,300.00 and gave the stock an “overweight” rating in a report on Thursday, February 5th. HSBC cut shares of Eli Lilly and Company from a “hold” rating to a “reduce” rating and reduced their price target for the stock from $1,070.00 to $850.00 in a report on Tuesday, March 17th. Argus raised their price target 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. Finally, Rothschild & Co Redburn raised their price target on shares of Eli Lilly and Company from $875.00 to $880.00 and gave the stock a “neutral” rating in a report on Friday, April 10th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, Eli Lilly and Company has a consensus rating of “Moderate Buy” and an average target price of $1,218.93.

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.