Douglass Winthrop Advisors LLC Buys 1,154 Shares of Eli Lilly and Company $LLY

Douglass Winthrop Advisors LLC grew its stake in Eli Lilly and Company (NYSE:LLY) by 13.4% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 9,752 shares of the company’s stock after buying an additional 1,154 shares during the period. Douglass Winthrop Advisors LLC’s holdings in Eli Lilly and Company were worth $7,441,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds also recently made changes to their positions in LLY. Brighton Jones LLC increased 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 valued at $7,409,000 after purchasing an additional 1,730 shares during the period. Revolve Wealth Partners LLC lifted its position in shares of Eli Lilly and Company by 2.8% in the 4th quarter. Revolve Wealth Partners LLC now owns 1,471 shares of the company’s stock worth $1,136,000 after purchasing an additional 40 shares during the period. Sequoia Financial Advisors LLC boosted its stake in shares of Eli Lilly and Company by 19.0% in the 2nd quarter. Sequoia Financial Advisors LLC now owns 140,201 shares of the company’s stock valued at $109,291,000 after purchasing an additional 22,410 shares during the last quarter. Schnieders Capital Management LLC. boosted its stake in shares of Eli Lilly and Company by 16.7% in the 2nd 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 last quarter. Finally, Wealth Quarterback LLC increased its position in shares of Eli Lilly and Company by 21.4% during the second quarter. Wealth Quarterback LLC now owns 1,424 shares of the company’s stock worth $1,110,000 after buying an additional 251 shares during the period. 82.53% of the stock is currently owned by institutional investors.

Eli Lilly and Company Trading Down 0.2%

NYSE:LLY opened at $999.23 on Thursday. 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 current ratio of 1.58, a quick ratio of 1.19 and a debt-to-equity ratio of 1.54. The stock has a market capitalization of $944.10 billion, a price-to-earnings ratio of 43.54, a PEG ratio of 1.16 and a beta of 0.40. The firm has a fifty day simple moving average of $1,041.12 and a two-hundred day simple moving average of $947.08.

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, beating the consensus estimate of $7.48 by $0.06. The firm had revenue of $19.29 billion for 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 business’s quarterly revenue was up 42.6% compared to the same quarter last year. During the same quarter in the prior year, the business earned $5.32 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. Analysts expect that Eli Lilly and Company will post 23.48 EPS for the current fiscal year.

Eli Lilly and Company News Roundup

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

• Positive Sentiment: Lilly will invest $3 billion in China over the next decade to expand supply‑chain and local manufacturing capacity — including production for its oral GLP‑1 orforglipron — which supports global supply resilience and access to China’s large diabetes/obesity market. Eli Lilly to invest $3 billion in China over next decade
• Positive Sentiment: Lilly has filed for approval of its new GLP‑1 treatment in China, a step that could accelerate launches of both injectable and oral therapies in a critical growth market. Eli Lilly plans $3 billion China investment, files for approval of new GLP-1 treatment
• Positive Sentiment: Clinical/program updates: Lilly reported completion of a Phase 1 study for a China program (LY3985863) and continues strong head‑to‑head data for oral orforglipron versus oral semaglutide — supporting market potential for a lower‑cost, high‑volume oral GLP‑1. Eli Lilly Advances New LY3985863 Program With Completion of Phase 1 Study in China
• Positive Sentiment: Access initiatives: Lilly launched Employer Connect to push employer coverage of obesity drugs (discounted pricing and PBM bypass). If widely adopted, this could materially expand payer coverage and volume (potential 2027 upside), though it may compress per‑unit margins. Eli Lilly and Company (LLY) Announces the Launch of its Employer Connect Platform
• Neutral Sentiment: Partnerships and R&D footprint expansion — Lilly is building a Gateway Labs hub with Samsung Biologics in South Korea and pledging regional investments, which support long‑term R&D sourcing and local talent pipelines but won’t drive immediate revenue. Eli Lilly Taps Samsung Biologics To Grow Korean Biotech And Long Term Value
• Neutral Sentiment: Industry movement: a former Lilly communications chief joined Hims & Hers — notable for competitive dynamics around obesity drugs and messaging but not a direct LLY revenue driver. Hims & Hers Hires Ex-Eli Lilly Communications Chief Amid Obesity Drug Strategy Shift
• Negative Sentiment: Payer/regulatory pressure: Lilly warned some Medicare beneficiaries could still face out‑of‑pocket costs above $50 under a new CMS model because certain Part D plans may not fully meet the cap — a potential headwind for uptake and public optics. Lilly Warns Some Medicare GLP-1 Costs Could Exceed $50
• Negative Sentiment: Marketing limits in key markets: India’s regulator warned against direct or surrogate advertising of weight‑loss drugs, which could restrict promotional channels and slow commercial rollout/awareness in a fast‑growing market. India warns drugmakers against direct or surrogate weight-loss drug and obesity ads

Wall Street Analyst Weigh In

A number of brokerages recently weighed in on LLY. UBS Group reissued a “buy” rating on shares of Eli Lilly and Company in a research note on Monday, February 2nd. Freedom Capital raised shares of Eli Lilly and Company from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, February 10th. National Bank Financial set a $1,286.00 price objective on Eli Lilly and Company in a research report on Monday, December 1st. Zacks Research downgraded Eli Lilly and Company from a “strong-buy” rating to a “hold” rating in a research note on Friday, January 30th. Finally, Daiwa Securities Group upped their target price on Eli Lilly and Company from $1,230.00 to $1,250.00 and gave the company a “buy” rating in a research report on Wednesday, February 18th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating and five have given a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $1,229.59.

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.