Eli Lilly and Company $LLY Shares Sold by Marshall Financial Group LLC

Marshall Financial Group LLC cut its stake in Eli Lilly and Company (NYSE:LLY) by 39.6% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,847 shares of the company’s stock after selling 1,210 shares during the quarter. Marshall Financial Group LLC’s holdings in Eli Lilly and Company were worth $1,984,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Brighton Jones LLC lifted its position in Eli Lilly and Company by 22.0% during 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 in the last quarter. Revolve Wealth Partners LLC raised its stake in shares of Eli Lilly and Company by 2.8% during the fourth 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 period. Schnieders Capital Management LLC. raised its stake in shares of Eli Lilly and Company by 16.7% during the second quarter. Schnieders Capital Management LLC. now owns 7,993 shares of the company’s stock valued at $6,231,000 after purchasing an additional 1,141 shares during the period. Proactive Wealth Strategies LLC lifted its position in shares of Eli Lilly and Company by 5.6% during the second 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, Jefferies Financial Group Inc. boosted its stake in shares of Eli Lilly and Company by 35.9% in the second quarter. Jefferies Financial Group Inc. now owns 8,128 shares of the company’s stock valued at $6,336,000 after purchasing an additional 2,146 shares during the period. Institutional investors and hedge funds own 82.53% of the company’s stock.

Eli Lilly and Company Trading Down 0.9%

LLY opened at $902.00 on Wednesday. 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 debt-to-equity ratio of 1.54, a current ratio of 1.58 and a quick ratio of 1.19. The stock has a market capitalization of $852.23 billion, a PE ratio of 39.30, a P/E/G ratio of 1.06 and a beta of 0.40. The firm’s fifty day moving average price is $1,016.28 and its 200 day moving average price is $961.72.

Eli Lilly and Company (NYSE:LLY) last announced its quarterly earnings data on Wednesday, February 4th. The company reported $7.54 earnings per share for the quarter, topping the consensus estimate of $7.48 by $0.06. The company had revenue of $19.29 billion during the quarter, compared to analyst estimates of $17.85 billion. Eli Lilly and Company had a net margin of 31.66% and a return on equity of 102.94%. The firm’s revenue for the quarter was up 42.6% compared to the same quarter last year. During the same period last year, the business earned $5.32 EPS. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. As a group, research analysts expect that Eli Lilly and Company will post 23.48 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

A number of research firms recently weighed in on LLY. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Eli Lilly and Company in a report on Tuesday, March 10th. Royal Bank Of Canada began coverage on shares of Eli Lilly and Company in a report on Tuesday, February 24th. They issued an “outperform” rating and a $1,250.00 price objective on the stock. Cantor Fitzgerald upped their price objective on shares of Eli Lilly and Company from $985.00 to $1,205.00 and gave the company an “overweight” rating in a research report on Thursday, February 5th. Argus raised their target price on Eli Lilly and Company from $930.00 to $1,200.00 and gave the company a “buy” rating in a research note on Monday, February 9th. Finally, Barclays initiated coverage on Eli Lilly and Company in a research report on Thursday, February 19th. They set an “overweight” rating and a $1,350.00 target price on the stock. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $1,221.44.

Eli Lilly and Company News Roundup

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

• Positive Sentiment: Retail/pharmacy distribution expands for Lilly’s obesity drug Zepbound as Kroger begins offering the Zepbound KwikPen plus support/savings programs in many stores — improves access and could lift prescription volume. What Kroger (KR)’s New Zepbound Access and Premium Ice Cream Push Means For Shareholders
• Positive Sentiment: Lilly completed a pediatric pharmacokinetic (PK) Phase 1 study for a next‑generation diabetes drug — a clinical progress update that de‑risks parts of the diabetes pipeline. Lilly Advances Next-Gen Diabetes Drug With Completed Pediatric PK Study
• Positive Sentiment: Morgan Stanley reiterated an Overweight rating and high price target, citing growth potential from Lilly’s new employer access platform for obesity therapies — supports longer‑term upside expectations. Morgan Stanley Reiterates Overweight on Eli Lilly (LLY), Cites Growth Potential of New Platform
• Neutral Sentiment: Local/community items (PR and planning) including a partnership on a downtown basketball court and regional planning meetings about site traffic — positive PR but unlikely to move fundamentals materially. Clark Foundation, Lilly to partner on new downtown basketball court
• Neutral Sentiment: Local permitting and planning scrutiny for a large Lehigh Valley manufacturing/project site — could affect timelines but is a localized execution issue rather than company‑wide demand. Massive Eli Lilly project goes under LVPC microscope Lehigh Valley planners to discuss traffic, other potential issues with proposed Eli Lilly plant
• Neutral Sentiment: Investor commentary and “buy the dip” pieces and analyst-upside roundups are circulating — they increase focus on valuation and catalysts but are market sentiment rather than company news. Want to Buy the Dip on Eli Lilly? Consider This Low-Cost Vanguard ETF
• Negative Sentiment: Lilly will phase out select insulin products across Europe by 2027 — may signal portfolio rationalization or market exits that could weigh on regional insulin revenue. Eli Lilly to phase out select insulin products across Europe by 2027
• Negative Sentiment: Legal risk: coverage notes that the U.S. Supreme Court revived Actos-related litigation exposure — renewed litigation risk can increase uncertainty and near‑term downside pressure. What’s Going On With Eli Lilly On Monday?
• Negative Sentiment: Near-term catalyst risk: analysts highlight an important April 10 test/catalyst (competitive positioning vs. Novo Nordisk and upcoming data/events) — such dates can amplify volatility. Eli Lilly Stock (LLY) Faces This Make-or-Break Test on April 10

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.