Danske Bank A S acquired a new position in shares of Eli Lilly and Company (NYSE:LLY – Free Report) in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund acquired 671,064 shares of the company’s stock, valued at approximately $512,022,000. Eli Lilly and Company comprises about 1.3% of Danske Bank A S’s holdings, making the stock its 12th biggest holding.
Several other large investors have also modified their holdings of the stock. 10Elms LLP raised its stake 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 in the last quarter. Bridgewater Advisors Inc. boosted its stake 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 acquiring an additional 11 shares in the last quarter. Manske Wealth Management boosted its stake in Eli Lilly and Company by 2.5% in the third quarter. Manske Wealth Management now owns 448 shares of the company’s stock valued at $342,000 after acquiring an additional 11 shares in the last quarter. Guardian Partners Inc. grew its holdings 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 worth $3,302,000 after purchasing an additional 12 shares during the last quarter. Finally, FSA Wealth Management LLC increased its position in shares of Eli Lilly and Company by 4.0% during the third quarter. FSA Wealth Management LLC now owns 309 shares of the company’s stock worth $236,000 after purchasing an additional 12 shares in the last quarter. Institutional investors and hedge funds own 82.53% of the company’s stock.
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
Eli Lilly and Company Stock Performance
Eli Lilly and Company (NYSE:LLY – Get Free Report) last posted its quarterly earnings data on Wednesday, February 4th. The company reported $7.54 EPS for the quarter, beating the consensus estimate 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 firm had revenue of $19.29 billion during the quarter, compared to the consensus estimate of $17.85 billion. During the same period in the prior year, the business earned $5.32 EPS. The firm’s revenue was up 42.6% compared to the same quarter last year. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. On average, equities research analysts expect that Eli Lilly and Company will post 23.48 earnings per share for the current year.
Analyst Ratings Changes
Several analysts have recently weighed in on the company. Scotiabank reissued an “outperform” rating and issued a $1,300.00 target price on shares of Eli Lilly and Company in a report on Thursday, February 5th. JPMorgan Chase & Co. lifted their price target on Eli Lilly and Company from $1,150.00 to $1,300.00 and gave the stock an “overweight” rating in a research report on Thursday, February 5th. Weiss Ratings reiterated a “buy (b-)” rating on shares of Eli Lilly and Company in a research note on Monday, December 22nd. Zacks Research downgraded Eli Lilly and Company from a “strong-buy” rating to a “hold” rating in a report on Friday, January 30th. Finally, Guggenheim raised their target price on shares of Eli Lilly and Company from $1,161.00 to $1,168.00 and gave the stock a “buy” rating in a research report on Thursday, February 26th. 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 assigned a Sell rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $1,221.44.
Check Out Our Latest Research Report on LLY
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.
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