Allworth Financial LP Acquires 5,249 Shares of Eli Lilly and Company $LLY

Key Points

• Allworth Financial increased its stake in Eli Lilly by 9.2%, buying 5,249 shares in Q3 to hold 62,578 shares valued at about $47.75 million.
• Earnings and guidance: Lilly beat quarterly estimates (EPS $7.54 vs. $7.48; revenue $19.29B vs. $17.85B), reported 42.6% revenue growth year‑over‑year, and set FY2026 EPS guidance of 33.50–35.00.
• Pipeline vs. risks: Positive Phase 3 retatrutide results and major manufacturing investments bolster Lilly’s growth outlook, but intensified competition (Novo Nordisk’s higher‑dose Wegovy) and an HSBC downgrade highlight near‑term pricing and market risks.

Allworth Financial LP grew its holdings in Eli Lilly and Company (NYSE:LLY - Free Report) by 9.2% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 62,578 shares of the company's stock after purchasing an additional 5,249 shares during the quarter. Allworth Financial LP's holdings in Eli Lilly and Company were worth $47,747,000 as of its most recent filing with the SEC.

Other large investors also recently made changes to their positions in the company. Sumitomo Mitsui Financial Group Inc. acquired a new position in Eli Lilly and Company during the 2nd quarter worth about $27,000. Vermillion & White Wealth Management Group LLC increased its position in Eli Lilly and Company by 84.2% in the 3rd quarter. Vermillion & White Wealth Management Group LLC now owns 35 shares of the company's stock valued at $27,000 after acquiring an additional 16 shares in the last quarter. Evolution Wealth Management Inc. acquired a new stake in Eli Lilly and Company in the 2nd quarter valued at about $29,000. Steph & Co. raised its stake in shares of Eli Lilly and Company by 290.0% in the third quarter. Steph & Co. now owns 39 shares of the company's stock worth $30,000 after acquiring an additional 29 shares during the last quarter. Finally, Bare Financial Services Inc raised its stake in shares of Eli Lilly and Company by 263.6% in 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 during the last quarter. Institutional investors own 82.53% of the company's stock.

Eli Lilly and Company Price Performance

Shares of LLY stock opened at $916.94 on Friday. The firm's 50 day moving average price is $1,026.34 and its two-hundred day moving average price is $954.98. The company has a debt-to-equity ratio of 1.54, a quick ratio of 1.19 and a current ratio of 1.58. Eli Lilly and Company has a 52-week low of $623.78 and a 52-week high of $1,133.95. The stock has a market cap of $866.34 billion, a PE ratio of 39.95, a PEG ratio of 1.07 and a beta of 0.40.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last issued its earnings results on Wednesday, February 4th. The company reported $7.54 EPS for the quarter, beating the consensus estimate of $7.48 by $0.06. The company had revenue of $19.29 billion during 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 revenue for the quarter was up 42.6% compared to the same quarter last year. During the same quarter in the previous year, the company posted $5.32 EPS. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. As a group, analysts forecast that Eli Lilly and Company will post 23.48 EPS for the current year.

Wall Street Analysts Forecast Growth

Several analysts have recently commented on the stock. Barclays began coverage on shares of Eli Lilly and Company in a research note on Thursday, February 19th. They set an "overweight" rating and a $1,350.00 price target on the stock. Freedom Capital raised Eli Lilly and Company from a "hold" rating to a "strong-buy" rating in a report on Tuesday, February 10th. HSBC lowered Eli Lilly and Company from a "hold" rating to a "reduce" rating and decreased their price objective for the company from $1,070.00 to $850.00 in a research report on Tuesday. Leerink Partners lifted their target price on Eli Lilly and Company from $1,234.00 to $1,296.00 and gave the company an "outperform" rating in a research note on Thursday, February 5th. Finally, Wall Street Zen upgraded Eli Lilly and Company from a "buy" rating to a "strong-buy" rating in a research report on Saturday, March 7th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company's stock. According to data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and an average price target of $1,221.44.

Key Headlines Impacting Eli Lilly and Company

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

• Positive Sentiment: Phase 3 “TRANSCEND‑T2D‑1” topline: retatrutide (triple agonist) produced big A1C drops (≈1.7–2.0%) and ~16.8% weight loss at 40 weeks, with no plateau — a potential blockbuster next‑generation obesity/diabetes drug that could extend Lilly’s leadership and revenue runway. Lilly PR Newswire: Retatrutide Results
• Positive Sentiment: Pipeline breadth: Lilly launched a master IBD study and is advancing mirikizumab delivery and oral ulcerative colitis candidates — diversification beyond GLP‑1s that supports multiple future revenue streams. TipRanks: Master IBD Study
• Positive Sentiment: Capacity & manufacturing investment: Lilly is spending heavily to expand and modernize production (major plant plans and ~$1.8B+/upcoming $3.5B campus reports), reducing future supply risk for high-demand obesity/diabetes drugs. IBJ: Lilly Manufacturing Investment
• Neutral Sentiment: Additional coverage and patient data (Forbes/Benzinga/CNBC) reiterate strong weight‑loss and glycemic results for retatrutide — helpful for commercial narrative but largely a confirmation of the PR-driven catalyst already priced in by some investors. Forbes: Patient Results
• Neutral Sentiment: Reported insider/congressional buying is noted by media (visibility signal) but is not a reliable near‑term catalyst for price direction. MarketBeat: Congressional Trades
• Negative Sentiment: HSBC downgrade to “Reduce” (PT cut to ~$850) flagged persistent U.S. pricing pressure, rising competition and compounded tirzepatide risks — the downgrade has driven analyst-led selling and is the main immediate negative driver. Yahoo Finance: HSBC Downgrade
• Negative Sentiment: Competitive risk: Novo Nordisk won FDA clearance for a higher‑dose Wegovy (7.2 mg) with strong weight‑loss data and an April launch planned — intensifying head‑to‑head competition in the obesity market that could pressure pricing and share. Blockonomi: Novo Nordisk Higher Dose Wegovy

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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