Captrust Financial Advisors Reduces Position in Eli Lilly and Company $LLY

Captrust Financial Advisors decreased its holdings in Eli Lilly and Company (NYSE:LLY) by 1.7% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 168,352 shares of the company’s stock after selling 2,979 shares during the period. Captrust Financial Advisors’ holdings in Eli Lilly and Company were worth $128,453,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Sumitomo Mitsui Financial Group Inc. bought a new position in Eli Lilly and Company in the 2nd quarter worth approximately $27,000. Evolution Wealth Management Inc. bought a new stake in Eli Lilly and Company during the 2nd quarter valued at $29,000. Steph & Co. lifted its position in shares of Eli Lilly and Company by 290.0% during the third quarter. Steph & Co. now owns 39 shares of the company’s stock worth $30,000 after acquiring an additional 29 shares in the last quarter. Bare Financial Services Inc lifted its position in shares of Eli Lilly and Company by 263.6% during the second quarter. Bare Financial Services Inc now owns 40 shares of the company’s stock worth $31,000 after acquiring an additional 29 shares in the last quarter. Finally, 10Elms LLP boosted its holdings in shares of Eli Lilly and Company by 33.3% in the third quarter. 10Elms LLP now owns 40 shares of the company’s stock worth $31,000 after acquiring an additional 10 shares during the period. Institutional investors own 82.53% of the company’s stock.

Key Eli Lilly and Company News

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

• Positive Sentiment: Positive pediatric Phase‑3 results for EBGLYSS (lebrikizumab) expand Lilly’s immunology franchise and reduce execution risk on non‑GLP pipeline growth—a clear constructive catalyst for longer‑term revenue diversification. Lilly EBGLYSS Phase 3 Pediatric Results
• Positive Sentiment: Several Wall Street firms remain bullish—some raising targets and highlighting Zepbound/Mounjaro momentum and distribution initiatives (e.g., Employer Connect)—which supports medium‑term sales and margin expectations. Wall Street Firms Turn Bullish on Eli Lilly
• Neutral Sentiment: Disclosure that a member of Congress purchased LLY shares is a data point that can increase watchlist activity but is not a fresh fundamental catalyst. Members of Congress Bought These 5 Stocks—Should You?
• Negative Sentiment: HSBC downgraded LLY to “reduce” (cutting its price target to $850) citing pricing pressure, rising competition, and what it sees as overstated obesity‑market growth—this downgrade triggered selling and repricing of growth expectations. Eli Lilly Analyst Flags Overhyped Obesity Drug Expectations
• Negative Sentiment: Competitive threats intensified after reports of a new GLP‑1 oral pill showing strong weight‑loss data and commentary about Novo Nordisk rivalry; investors are re‑assessing Lilly’s pricing power and market share durability. Structure Weight‑Loss Pill Results Rival Novo, Lilly Treatments
• Negative Sentiment: Market writeups highlight valuation risk: with high multiples already priced for continued GLP‑1 growth, any downgrade or slower uptake triggers outsized downside as investors rotate away from stretched growth names. Why Eli Lilly Stock Just Dropped

Eli Lilly and Company Stock Performance

NYSE:LLY opened at $931.03 on Wednesday. The business has a 50 day moving average of $1,033.54 and a 200 day moving average of $955.52. The company has a market capitalization of $879.65 billion, a price-to-earnings ratio of 40.57, a PEG ratio of 1.15 and a beta of 0.40. Eli Lilly and Company has a 1-year low of $623.78 and a 1-year 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.

Eli Lilly and Company (NYSE:LLY) last issued its quarterly earnings results on Wednesday, February 4th. The company reported $7.54 EPS for the quarter, beating analysts’ consensus estimates of $7.48 by $0.06. The business had revenue of $19.29 billion for 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%. The business’s quarterly revenue was up 42.6% on a year-over-year basis. During the same period last 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. On average, sell-side analysts predict that Eli Lilly and Company will post 23.48 earnings per share for the current fiscal year.

Analyst Ratings Changes

Several brokerages have recently weighed in on LLY. Royal Bank Of Canada began coverage on Eli Lilly and Company in a research report on Tuesday, February 24th. They issued an “outperform” rating and a $1,250.00 price target for the company. National Bank Financial set a $1,286.00 price objective on Eli Lilly and Company in a report on Monday, December 1st. HSBC lowered Eli Lilly and Company from a “hold” rating to a “reduce” rating and reduced their target price for the company from $1,070.00 to $850.00 in a report on Tuesday. Wolfe Research upped their price target on Eli Lilly and Company from $1,050.00 to $1,250.00 and gave the company an “outperform” rating in a research report on Wednesday, December 3rd. Finally, Wells Fargo & Company increased their price target 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. Two analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $1,221.44.

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.