WINTON GROUP Ltd Buys Shares of 2,700 Eli Lilly and Company $LLY

WINTON GROUP Ltd bought a new stake in Eli Lilly and Company (NYSE:LLY) during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 2,700 shares of the company’s stock, valued at approximately $2,060,000.

Other large investors have also modified their holdings of the company. Laurel Wealth Advisors LLC lifted its position in Eli Lilly and Company by 78,621.2% in the second quarter. Laurel Wealth Advisors LLC now owns 11,552,336 shares of the company’s stock valued at $9,005,392,000 after purchasing an additional 11,537,661 shares during the period. Norges Bank acquired a new position in Eli Lilly and Company during the 2nd quarter worth approximately $8,827,714,000. Vanguard Group Inc. raised its stake in shares of Eli Lilly and Company by 1.5% during the 2nd quarter. Vanguard Group Inc. now owns 80,407,430 shares of the company’s stock worth $62,680,004,000 after buying an additional 1,183,038 shares in the last quarter. Victory Capital Management Inc. raised its stake in shares of Eli Lilly and Company by 47.6% during the 3rd 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 in the last quarter. Finally, Franklin Resources Inc. lifted its holdings in shares of Eli Lilly and Company by 13.4% in the 2nd quarter. Franklin Resources Inc. now owns 4,766,865 shares of the company’s stock valued at $3,715,913,000 after buying an additional 564,736 shares during the period. Hedge funds and other institutional investors own 82.53% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts recently weighed in on LLY shares. Wells Fargo & Company lifted their price target on Eli Lilly and Company from $1,200.00 to $1,280.00 and gave the company an “overweight” rating in a research note on Thursday, February 5th. Truist Financial reissued a “buy” rating on shares of Eli Lilly and Company in a report on Monday, February 23rd. Wolfe Research boosted their target price on shares of Eli Lilly and Company from $1,050.00 to $1,250.00 and gave the stock an “outperform” rating in a research report on Wednesday, December 3rd. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Eli Lilly and Company in a research note on Monday, December 22nd. Finally, Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and issued a $1,285.00 price target on shares of Eli Lilly and Company in a report on Friday. 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 company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $1,229.59.

Eli Lilly and Company Stock Down 0.8%

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 company has a market cap of $943.64 billion, a price-to-earnings ratio of 43.59, a PEG ratio of 1.17 and a beta of 0.40. Eli Lilly and Company has a one year low of $623.78 and a one year high of $1,133.95. The business’s fifty day moving average is $1,042.64 and its two-hundred day moving average is $946.71.

Eli Lilly and Company (NYSE:LLY) last announced its quarterly earnings results on Wednesday, February 4th. The company reported $7.54 earnings per share for the quarter, beating analysts’ consensus estimates of $7.48 by $0.06. The business had revenue of $19.29 billion during 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 business’s revenue for the quarter was up 42.6% on a year-over-year basis. During the same quarter last year, the business posted $5.32 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. Analysts anticipate that Eli Lilly and Company will post 23.48 EPS for the current fiscal year.

Key Stories Impacting Eli Lilly and Company

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

• Positive Sentiment: Lilly plans to invest $3 billion in China over the next decade to expand supply‑chain and manufacturing capacity specifically to support type 2 diabetes and obesity treatments (including production for orforglipron), which reduces potential supply bottlenecks for key growth drugs and supports international demand. Read More.
• Positive Sentiment: Management is advancing its oral GLP‑1 candidate (orforglipron) toward regulatory filing/launch, with reports that an approval filing and a Q2 commercial launch are imminent — a successful oral option would materially expand the market beyond injectables. Read More.
• Positive Sentiment: Lilly launched Employer Connect (LillyConnect) to help employers broaden access to obesity care — a commercial and access initiative that could accelerate uptake of weight‑loss therapies and support recurring revenue. Read More.
• Positive Sentiment: Partnerships to grow R&D and regional footprint: Lilly and Samsung Biologics are launching a Gateway Labs incubator in Korea and Lilly has pledged meaningful investment in the South Korea biopharma ecosystem — expands early‑stage sourcing and long‑term pipeline value. Read More.
• Positive Sentiment: Distribution/access wins: Amazon Pharmacy is expanding access to Lilly’s Zepbound KwikPen, improving convenience and potentially boosting adoption for the injectable franchise. Read More.
• Neutral Sentiment: Analyst commentary and long‑term thesis remain bullish (GLP‑1 leadership, pipeline in oncology/Alzheimer’s) — supportive for sentiment but already priced into a premium valuation. Read More.
• Neutral Sentiment: Governance note: CEO compensation disclosures drew attention (large pay package tied to GLP‑1 success); this is reputational and governance noise rather than an immediate operational headwind. Read More.
• Negative Sentiment: Reimbursement risk: Lilly warned some basic Medicare Part D plans may not honor the $50 per‑month cap under CMS’s model, meaning certain Medicare patients could face higher out‑of‑pocket costs — a potential headwind for demand among seniors. Read More.
• Negative Sentiment: Legal overhang: A certified nationwide class action (third‑party payors) tied to the diabetes drug Actos raises potential liability and cash‑flow/legal exposure, which could weigh on sentiment until resolved. Read More.

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.