Silvant Capital Management LLC Raises Holdings in Eli Lilly and Company $LLY

Silvant Capital Management LLC boosted its stake in shares of Eli Lilly and Company (NYSE:LLY) by 16.8% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 110,064 shares of the company’s stock after purchasing an additional 15,796 shares during the quarter. Eli Lilly and Company comprises 2.9% of Silvant Capital Management LLC’s portfolio, making the stock its 10th largest holding. Silvant Capital Management LLC’s holdings in Eli Lilly and Company were worth $83,979,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors also recently modified their holdings of the company. Brighton Jones LLC grew its stake in Eli Lilly and Company by 22.0% in the 4th quarter. Brighton Jones LLC now owns 9,597 shares of the company’s stock valued at $7,409,000 after buying an additional 1,730 shares during the last quarter. Revolve Wealth Partners LLC lifted its position in Eli Lilly and Company by 2.8% during the 4th quarter. Revolve Wealth Partners LLC now owns 1,471 shares of the company’s stock worth $1,136,000 after acquiring an additional 40 shares during the last quarter. Schnieders Capital Management LLC. boosted its holdings in Eli Lilly and Company by 16.7% during the second quarter. Schnieders Capital Management LLC. now owns 7,993 shares of the company’s stock valued at $6,231,000 after acquiring an additional 1,141 shares during the period. Nordwand Advisors LLC acquired a new stake in shares of Eli Lilly and Company in the second quarter valued at about $8,534,000. Finally, Lighthouse Financial LLC grew its position in shares of Eli Lilly and Company by 2.5% in the second quarter. Lighthouse Financial LLC now owns 4,509 shares of the company’s stock valued at $3,515,000 after purchasing an additional 110 shares during the last quarter. Institutional investors own 82.53% of the company’s stock.

Eli Lilly and Company Stock Down 5.9%

LLY stock opened at $931.03 on Wednesday. Eli Lilly and Company has a twelve month low of $623.78 and a twelve month 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. The company has a market cap of $879.65 billion, a PE ratio of 40.57, a price-to-earnings-growth ratio of 1.15 and a beta of 0.40. The business’s 50-day simple moving average is $1,033.54 and its 200 day simple moving average is $955.52.

Eli Lilly and Company (NYSE:LLY) last announced its quarterly earnings data on Wednesday, February 4th. The company reported $7.54 EPS for the quarter, topping analysts’ consensus estimates of $7.48 by $0.06. Eli Lilly and Company had a return on equity of 102.94% and a net margin of 31.66%.The company had revenue of $19.29 billion during the quarter, compared to the consensus estimate of $17.85 billion. During the same quarter last year, the company earned $5.32 EPS. The company’s quarterly revenue 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. On average, research analysts anticipate 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: 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

Wall Street Analysts Forecast Growth

Several research firms recently weighed in on LLY. Wall Street Zen raised Eli Lilly and Company from a “buy” rating to a “strong-buy” rating in a research report on Saturday, March 7th. Jefferies Financial Group set a $1,300.00 target price on Eli Lilly and Company and gave the company a “buy” rating in a report on Friday. Argus lifted their price target on Eli Lilly and Company from $930.00 to $1,200.00 and gave the stock a “buy” rating in a research report on Monday, February 9th. Leerink Partners upped their price target on Eli Lilly and Company from $1,234.00 to $1,296.00 and gave the stock an “outperform” rating in a report on Thursday, February 5th. Finally, Bank of America reduced their price objective on Eli Lilly and Company from $1,286.00 to $1,268.00 and set a “buy” rating for the company in a research report on Monday, December 15th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $1,221.44.

Eli Lilly and Company 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.