Pitcairn Co. Sells 1,346 Shares of Eli Lilly and Company $LLY

Pitcairn Co. trimmed its holdings in shares of Eli Lilly and Company (NYSE:LLY) by 16.9% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 6,614 shares of the company’s stock after selling 1,346 shares during the period. Pitcairn Co.’s holdings in Eli Lilly and Company were worth $5,046,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Sumitomo Mitsui Financial Group Inc. purchased a new position in Eli Lilly and Company during the second quarter valued at $27,000. Evolution Wealth Management Inc. bought a new position in shares of Eli Lilly and Company during the second quarter valued at $29,000. Steph & Co. raised its position in shares of Eli Lilly and Company by 290.0% in the 3rd quarter. Steph & Co. now owns 39 shares of the company’s stock worth $30,000 after purchasing an additional 29 shares during the last quarter. Financial Gravity Companies Inc. bought a new position in Eli Lilly and Company in the 2nd quarter worth about $31,000. Finally, Bare Financial Services Inc boosted its stake in Eli Lilly and Company by 263.6% in the 2nd quarter. Bare Financial Services Inc now owns 40 shares of the company’s stock worth $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.

Key Headlines Impacting Eli Lilly and Company

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

• Positive Sentiment: Lilly launched its “Lilly Employer Connect” platform to help employers offer tailored coverage for obesity medicines (including Zepbound/tirzepatide), offering a $449 single‑patient KwikPen price option and reduced employee cost-share designs that aim to broaden access and accelerate uptake. This directly targets a major payer/access headwind and could support sales growth if employers adopt the program. Lilly Employer Connect platform launches (PR Newswire)
• Positive Sentiment: TRANSCEND‑T2D‑1 update: completion activity on Lilly’s Phase 3 study of retatrutide (a next‑generation multi‑agonist) keeps the company on track to expand its obesity/diabetes pipeline — successful Phase 3 progress would be a major long‑term revenue driver and helps diversify beyond current GLP‑1 offerings. TRANSCEND‑T2D‑1 trial update (TipRanks)
• Positive Sentiment: Abemaciclib combination moves deeper into advanced prostate cancer in an early‑stage study — a clinical expansion that could add oncology indications and extend product lifecycles if later‑stage trials succeed. Abemaciclib combo advances (TipRanks)
• Positive Sentiment: European Medicines Agency gave a positive opinion on Olumiant for alopecia, expanding Lilly’s immunology reach and adding a new approved use that can incrementally boost revenue in immunology. EMA Olumiant opinion (Yahoo Finance)
• Neutral Sentiment: Lilly confirmed an oral GLP‑1 weight‑loss candidate is under evaluation by Australia’s TGA — regulatory review is early and outcome/timing remain uncertain, so this is potential upside but not yet actionable. Oral GLP‑1 TGA evaluation (AFR)
• Neutral Sentiment: Media pieces highlighting Lilly’s momentum and investor speculation about stock splits and long‑term growth keep interest high, but these stories are sentiment drivers rather than direct fundamentals. Stock split / momentum coverage (AOL)
• Negative Sentiment: Analyst/media coverage notes a recent share pullback and rising investor concerns over pricing pressure and intensifying obesity‑drug competition, which is likely the main short‑term drag on the stock as markets reprice expectations around margins and peak pricing. Pricing fears and rivalry coverage (Zacks)

Eli Lilly and Company Trading Down 2.1%

NYSE:LLY opened at $982.85 on Friday. The company has a market cap of $927.18 billion, a PE ratio of 42.83, a price-to-earnings-growth ratio of 1.17 and a beta of 0.40. The company has a current ratio of 1.58, a quick ratio of 1.19 and a debt-to-equity ratio of 1.54. The company has a 50 day simple moving average of $1,047.37 and a two-hundred day simple moving average of $937.23. Eli Lilly and Company has a 12 month low of $623.78 and a 12 month high of $1,133.95.

Eli Lilly and Company (NYSE:LLY) last released its quarterly 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. Eli Lilly and Company had a return on equity of 102.94% and a net margin of 31.66%.The firm had revenue of $19.29 billion for the quarter, compared to analysts’ expectations of $17.85 billion. During the same period in the prior year, the firm earned $5.32 EPS. The company’s revenue was up 42.6% compared to the same quarter last year. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. Research analysts forecast that Eli Lilly and Company will post 23.48 earnings per share for the current year.

Eli Lilly and Company Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Friday, February 13th will be paid a dividend of $1.73 per share. The ex-dividend date is Friday, February 13th. This represents a $6.92 dividend on an annualized basis and a dividend yield of 0.7%. This is an increase from Eli Lilly and Company’s previous quarterly dividend of $1.50. Eli Lilly and Company’s dividend payout ratio is presently 30.15%.

Analysts Set New Price Targets

A number of analysts have weighed in on LLY shares. BMO Capital Markets restated an “outperform” rating and set a $1,300.00 price objective on shares of Eli Lilly and Company in a research note on Thursday, February 5th. Berenberg Bank raised their price target on shares of Eli Lilly and Company from $950.00 to $1,050.00 and gave the company a “hold” rating in a research report on Thursday, February 19th. Deutsche Bank Aktiengesellschaft boosted their price objective on shares of Eli Lilly and Company from $1,200.00 to $1,285.00 and gave the stock a “buy” rating in a report on Monday, February 9th. Scotiabank reiterated 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. Finally, Argus boosted their price target on Eli Lilly and Company from $930.00 to $1,200.00 and gave the stock a “buy” rating in a research note on Monday, February 9th. Two research analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating and five have issued a Hold rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $1,229.59.

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.