Eli Lilly and Company $LLY Stake Lifted by First Citizens Bank & Trust Co.

First Citizens Bank & Trust Co. grew its position in shares of Eli Lilly and Company (NYSE:LLY) by 22.3% in the 3rd quarter, Holdings Channel.com reports. The firm owned 38,512 shares of the company’s stock after buying an additional 7,019 shares during the period. Eli Lilly and Company comprises approximately 0.6% of First Citizens Bank & Trust Co.’s portfolio, making the stock its 28th biggest holding. First Citizens Bank & Trust Co.’s holdings in Eli Lilly and Company were worth $44,561,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also recently made changes to their positions in LLY. Osbon Capital Management LLC acquired a new position in shares of Eli Lilly and Company in the fourth quarter worth about $25,000. Basso Capital Management L.P. acquired a new stake in shares of Eli Lilly and Company during the 4th quarter valued at about $30,000. Maseco LLP grew its position in shares of Eli Lilly and Company by 466.7% during the 1st quarter. Maseco LLP now owns 34 shares of the company’s stock valued at $31,000 after acquiring an additional 28 shares during the period. Aventus Investment Advisors Inc. increased its stake in shares of Eli Lilly and Company by 270.0% in the 1st quarter. Aventus Investment Advisors Inc. now owns 37 shares of the company’s stock valued at $34,000 after purchasing an additional 27 shares in the last quarter. Finally, Marshall & Sterling Wealth Advisors Inc. increased its stake in shares of Eli Lilly and Company by 60.0% in the 1st quarter. Marshall & Sterling Wealth Advisors Inc. now owns 40 shares of the company’s stock valued at $37,000 after purchasing an additional 15 shares in the last quarter. 82.53% of the stock is currently owned by institutional investors and hedge funds.

Eli Lilly and Company Stock Down 1.3%

Shares of LLY opened at $1,167.01 on Wednesday. The stock has a 50 day moving average price of $1,176.60 and a 200 day moving average price of $1,102.08. Eli Lilly and Company has a one year low of $783.85 and a one year high of $1,292.65. The company has a debt-to-equity ratio of 1.41, a quick ratio of 1.00 and a current ratio of 1.35. The stock has a market capitalization of $1.10 trillion, a price-to-earnings ratio of 39.16, a PEG ratio of 1.52 and a beta of 0.46.

Eli Lilly and Company (NYSE:LLY) last announced its quarterly earnings data on Wednesday, August 5th. The company reported $8.38 earnings per share for the quarter, beating analysts’ consensus estimates of $6.40 by $1.98. Eli Lilly and Company had a return on equity of 97.83% and a net margin of 33.53%. The company had revenue of $22.97 billion for the quarter, compared to analyst estimates of $20.82 billion. During the same quarter last year, the firm posted $6.31 EPS. The firm’s revenue for the quarter was up 47.7% on a year-over-year basis. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. Equities research analysts forecast that Eli Lilly and Company will post 34.79 earnings per share 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: Analysts raised earnings estimates. Erste Group increased its FY2026 EPS forecast to $36.55 from $36.45 and its FY2027 estimate to $47.30 from $47.18, both above current consensus expectations. Erste Group raises Eli Lilly earnings estimates
• Positive Sentiment: Retatrutide remains the key long-term catalyst. Ahead of Lilly’s October 29 earnings report, investors are focused on whether the experimental triple-action obesity drug could become a growth driver larger than Zepbound. Lilly’s expected 2026 revenue of up to $87 billion and strong weight-loss-drug demand support the bullish case. Why the Retatrutide story matters
• Positive Sentiment: New oncology collaboration expands the pipeline. Prelude Therapeutics will test its experimental KAT6A degrader PRT13722 with Lilly’s Verzenio and Inluriyo in a Phase 1 breast-cancer trial, with enrollment expected in the fourth quarter of 2026. The program is early-stage but could create additional value if clinical results validate the combination. Prelude and Lilly clinical trial collaboration
• Neutral Sentiment: Upcoming earnings are a near-term focus. Investors will look for updates on diabetes and obesity-drug sales, full-year guidance, and retatrutide’s development timeline. Expectations for a potential revenue-outlook increase are supportive, but the results could also heighten volatility given Lilly’s elevated valuation. Lilly may raise revenue outlook
• Negative Sentiment: Clinical data contained a drawback. A combination regimen produced more weight loss than Zepbound alone, but discontinuation rates were substantially higher, raising questions about tolerability and commercial adoption of next-generation obesity treatments. Obesity-drug combination results
• Negative Sentiment: Valuation leaves less room for disappointment. Commentary highlights that LLY trades at a premium multiple near its highs, making the stock vulnerable to profit-taking or weaker-than-expected pipeline updates despite exceptional growth. Eli Lilly valuation review

Analyst Ratings Changes

LLY has been the subject of a number of analyst reports. HSBC upped their price target on Eli Lilly and Company from $850.00 to $940.00 and gave the stock a “reduce” rating in a report on Thursday, September 10th. Royal Bank Of Canada reissued an “outperform” rating and issued a $1,500.00 price target on shares of Eli Lilly and Company in a research note on Monday. Truist Financial boosted their price target on shares of Eli Lilly and Company from $1,370.00 to $1,376.00 and gave the stock a “buy” rating in a report on Friday, August 7th. Weiss Ratings upgraded shares of Eli Lilly and Company from a “buy (b-)” rating to a “buy (b)” rating in a research report on Wednesday, August 26th. Finally, Morgan Stanley increased their price objective on shares of Eli Lilly and Company from $1,419.00 to $1,430.00 and gave the company an “overweight” rating in a report on Wednesday, October 7th. One analyst has rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $1,313.43.

Insider Activity

In related news, CAO Donald A. Zakrowski sold 2,000 shares of the business’s stock in a transaction dated Monday, August 10th. The shares were sold at an average price of $1,185.01, for a total transaction of $2,370,020.00. Following the transaction, the chief accounting officer directly owned 1,526 shares in the company, valued at approximately $1,808,325.26. The trade was a 56.72% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Anat Hakim sold 5,000 shares of the company’s stock in a transaction dated Friday, August 7th. The shares were sold at an average price of $1,190.00, for a total transaction of $5,950,000.00. Following the sale, the executive vice president directly owned 11,875 shares of the company’s stock, valued at approximately $14,131,250. This represents a 29.63% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 13,500 shares of company stock worth $15,958,170 over the last three months. Insiders own 0.14% of the company’s stock.

About Eli Lilly and Company

Eli Lilly and Company is a global pharmaceutical company headquartered in Indianapolis, Indiana. Founded in 1876 by Colonel Eli Lilly, the company researches, develops, manufactures and markets medicines for a range of conditions, including diabetes, obesity, cancer, immunological disorders, neurological diseases and pain.

Its products include Mounjaro and Zepbound, which contain tirzepatide and are used for type 2 diabetes and chronic weight management, respectively. Other key medicines include Trulicity for diabetes, Verzenio for certain breast cancers, Taltz for inflammatory and autoimmune conditions, Humalog insulin, and Kisunla for early symptomatic Alzheimer’s disease.