Financial Life Planners Lowers Position in Eli Lilly and Company $LLY

Financial Life Planners lessened its stake in shares of Eli Lilly and Company (NYSE:LLY) by 85.4% in the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 175 shares of the company’s stock after selling 1,027 shares during the period. Financial Life Planners’ holdings in Eli Lilly and Company were worth $134,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also bought and sold shares of the stock. Sumitomo Mitsui Financial Group Inc. purchased a new position in shares of Eli Lilly and Company during the 2nd quarter valued at about $27,000. Evolution Wealth Management Inc. purchased a new stake in Eli Lilly and Company in the 2nd quarter worth approximately $29,000. Steph & Co. raised its stake in Eli Lilly and Company by 290.0% during the 3rd quarter. Steph & Co. now owns 39 shares of the company’s stock worth $30,000 after acquiring an additional 29 shares during the period. Financial Gravity Companies Inc. bought a new stake in Eli Lilly and Company during the 2nd quarter worth approximately $31,000. Finally, Bare Financial Services Inc lifted its holdings in Eli Lilly and Company by 263.6% during the second quarter. Bare Financial Services Inc now owns 40 shares of the company’s stock valued at $31,000 after purchasing an additional 29 shares in the last quarter. Hedge funds and other institutional investors own 82.53% of the company’s stock.

Eli Lilly and Company Price Performance

Shares of NYSE:LLY opened at $1,000.30 on Wednesday. The company has a debt-to-equity ratio of 1.54, a quick ratio of 1.19 and a current ratio of 1.58. The firm has a fifty day moving average price of $1,042.64 and a 200 day moving average price of $946.71. Eli Lilly and Company has a fifty-two week low of $623.78 and a fifty-two week high of $1,133.95. The firm has a market cap of $943.64 billion, a price-to-earnings ratio of 43.59, a P/E/G ratio of 1.17 and a beta of 0.40.

Eli Lilly and Company (NYSE:LLY) last posted its earnings results 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. The company had revenue of $19.29 billion during the quarter, compared to analysts’ expectations of $17.85 billion. Eli Lilly and Company had a net margin of 31.66% and a return on equity of 102.94%. Eli Lilly and Company’s quarterly revenue was up 42.6% on a year-over-year basis. During the same period last year, the company posted $5.32 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. As a group, sell-side analysts expect that Eli Lilly and Company will post 23.48 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

LLY has been the subject of a number of recent analyst reports. Morgan Stanley reiterated an “overweight” rating and issued a $1,313.00 price target on shares of Eli Lilly and Company in a research report on Thursday, March 5th. BMO Capital Markets restated 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. Wells Fargo & Company upped their target price on shares of Eli Lilly and Company from $1,200.00 to $1,280.00 and gave the stock an “overweight” rating in a report on Thursday, February 5th. Barclays assumed coverage on Eli Lilly and Company in a research note on Thursday, February 19th. They issued an “overweight” rating and a $1,350.00 price target for the company. Finally, Weiss Ratings reissued a “buy (b-)” rating on shares of Eli Lilly and Company in a report on Monday, December 22nd. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating and five have assigned a Hold rating to the stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $1,229.59.

Eli Lilly and Company News Roundup

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

• Positive Sentiment: LLY is reportedly set to launch an oral obesity GLP‑1 in Q2, which would expand the market beyond injectables and support long‑term sales growth. Eli Lilly Set to Launch Oral Obesity Drug
• Positive Sentiment: The company launched an Employer Connect platform to broaden employer-sponsored access to obesity treatments, potentially increasing uptake and reducing access friction. Employer Connect Platform
• Positive Sentiment: Distribution gains: Amazon Pharmacy expanded access to LLY’s Zepbound KwikPen, improving retail availability and convenience for patients. Wider distribution should aid sales growth. Amazon Pharmacy Expands Access
• Positive Sentiment: Strategic and analyst support: LLY plans a $500M investment in South Korea’s biotech sector and J.P. Morgan reiterated a Buy rating — both signal management’s growth push and continued analyst confidence. South Korea Investment J.P. Morgan Keeps Buy Rating
• Neutral Sentiment: Macro/sector flow: crude-driven market moves and geopolitical tensions (Iran) have triggered sector rotation into aerospace and biopharma volatility; this broader rotation contributed to intraday pressure on LLY alongside other large-cap names. Sector Rotation Amid Geopolitics
• Negative Sentiment: Medicare coverage uncertainty: Eli Lilly warned some basic Medicare plans may not adhere to the $50/month out‑of‑pocket cap for weight‑loss drugs under the CMS model — this could complicate access and payer economics in the near term. Medicare Cap Warning
• Negative Sentiment: Legal risk: a U.S. court certified a nationwide class of third‑party payors in racketeering litigation tied to the older diabetes drug Actos, spotlighting potential liability and cash‑flow/legal exposure. Actos Class Action

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.