Spartan Planning & Wealth Management Makes New $1.67 Million Investment in Eli Lilly and Company $LLY

Spartan Planning & Wealth Management purchased a new stake in shares of Eli Lilly and Company (NYSE:LLY) in the 4th quarter, HoldingsChannel reports. The firm purchased 1,556 shares of the company’s stock, valued at approximately $1,672,000. Eli Lilly and Company makes up 1.2% of Spartan Planning & Wealth Management’s portfolio, making the stock its 18th largest holding.

Several other large investors have also recently modified their holdings of the stock. 10Elms LLP grew its position in Eli Lilly and Company by 33.3% during the 3rd quarter. 10Elms LLP now owns 40 shares of the company’s stock worth $31,000 after acquiring an additional 10 shares during the last quarter. Bridgewater Advisors Inc. lifted its position in Eli Lilly and Company by 0.3% in the third quarter. Bridgewater Advisors Inc. now owns 3,955 shares of the company’s stock valued at $3,018,000 after purchasing an additional 11 shares during the last quarter. Manske Wealth Management boosted its stake in shares of Eli Lilly and Company by 2.5% during the third quarter. Manske Wealth Management now owns 448 shares of the company’s stock valued at $342,000 after purchasing an additional 11 shares during the period. Guardian Partners Inc. boosted its stake in shares of Eli Lilly and Company by 0.3% during the third quarter. Guardian Partners Inc. now owns 4,000 shares of the company’s stock valued at $3,302,000 after purchasing an additional 12 shares during the period. Finally, Strategic Investment Solutions Inc. IL grew its holdings in shares of Eli Lilly and Company by 1.6% in the third quarter. Strategic Investment Solutions Inc. IL now owns 741 shares of the company’s stock worth $565,000 after purchasing an additional 12 shares during the last quarter. Hedge funds and other institutional investors own 82.53% of the company’s stock.

Eli Lilly and Company Stock Performance

Shares of LLY stock opened at $902.00 on Wednesday. The firm has a market capitalization of $852.23 billion, a price-to-earnings ratio of 39.30, a PEG ratio of 1.06 and a beta of 0.40. The stock has a fifty day moving average of $1,016.28 and a 200 day moving average of $961.72. Eli Lilly and Company has a 52 week low of $623.78 and a 52 week high of $1,133.95. The company has a quick ratio of 1.19, a current ratio of 1.58 and a debt-to-equity ratio of 1.54.

Eli Lilly and Company (NYSE:LLY) last issued its quarterly earnings data on Wednesday, February 4th. The company reported $7.54 EPS for the quarter, topping the consensus estimate of $7.48 by $0.06. Eli Lilly and Company had a net margin of 31.66% and a return on equity of 102.94%. The business had revenue of $19.29 billion during the quarter, compared to analyst estimates of $17.85 billion. During the same period in the prior year, the business earned $5.32 EPS. The company’s revenue for the quarter was up 42.6% on a year-over-year basis. 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 earnings per share for the current year.

Key Stories Impacting Eli Lilly and Company

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

Analyst Upgrades and Downgrades

Several research analysts recently commented on LLY shares. Wells Fargo & Company lifted their target price on shares of Eli Lilly and Company from $1,200.00 to $1,280.00 and gave the stock an “overweight” rating in a research note on Thursday, February 5th. Scotiabank reissued an “outperform” rating and issued a $1,300.00 price target on shares of Eli Lilly and Company in a report on Thursday, February 5th. Wolfe Research boosted their price objective on shares of 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. The Goldman Sachs Group set a $1,260.00 price objective on shares of Eli Lilly and Company in a research note on Thursday, February 5th. Finally, Zacks Research lowered shares of Eli Lilly and Company from a “strong-buy” rating to a “hold” rating in a report on Friday, January 30th. Two investment 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 issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $1,221.44.

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.