Country Trust Bank Lowers Holdings in Eli Lilly and Company $LLY

Key Points

• Country Trust Bank trimmed its stake in Eli Lilly by 9.4% in Q4, selling 8,423 shares and leaving it with 80,799 shares worth ~$86.8 million, making LLY its 18th largest holding (≈1.6% of the fund).
• Eli Lilly beat Q4 estimates with $7.54 EPS and $19.29 billion revenue (up 42.6% YoY) and set FY2026 guidance of $33.50–$35.00 EPS, supporting upbeat analyst expectations.
• The newly launched oral GLP‑1 Foundayo has wide distribution (including Amazon Pharmacy) that could boost near‑term sales, but pricing pressure from Novo Nordisk and emerging low‑cost generics in India present competitive risks.

Country Trust Bank lessened its stake in Eli Lilly and Company (NYSE:LLY - Free Report) by 9.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 80,799 shares of the company's stock after selling 8,423 shares during the quarter. Eli Lilly and Company accounts for approximately 1.6% of Country Trust Bank's holdings, making the stock its 18th biggest position. Country Trust Bank's holdings in Eli Lilly and Company were worth $86,833,000 at the end of the most recent reporting period.

Several other large investors have also recently modified their holdings of the stock. 10Elms LLP raised its position in shares of Eli Lilly and Company by 33.3% in the 3rd quarter. 10Elms LLP now owns 40 shares of the company's stock worth $31,000 after purchasing an additional 10 shares during the last quarter. M.E. Allison & CO. Inc. raised its position in shares of Eli Lilly and Company by 0.7% in the 4th quarter. M.E. Allison & CO. Inc. now owns 1,477 shares of the company's stock worth $1,587,000 after purchasing an additional 10 shares during the last quarter. Bridgewater Advisors Inc. raised its position in shares of Eli Lilly and Company by 0.3% in the 3rd quarter. Bridgewater Advisors Inc. now owns 3,955 shares of the company's stock worth $3,018,000 after purchasing an additional 11 shares during the last quarter. Manske Wealth Management raised its position in shares of Eli Lilly and Company by 2.5% in the 3rd quarter. Manske Wealth Management now owns 448 shares of the company's stock worth $342,000 after purchasing an additional 11 shares during the last quarter. Finally, Verus Wealth Management LLC raised its position in shares of Eli Lilly and Company by 3.3% in the 4th quarter. Verus Wealth Management LLC now owns 343 shares of the company's stock worth $369,000 after purchasing an additional 11 shares during the last quarter. Hedge funds and other institutional investors own 82.53% of the company's stock.

Eli Lilly and Company Price Performance

Shares of NYSE:LLY opened at $956.49 on Friday. Eli Lilly and Company has a fifty-two week low of $623.78 and a fifty-two week high of $1,133.95. The business has a 50-day simple moving average of $985.96 and a two-hundred day simple moving average of $972.98. The company has a debt-to-equity ratio of 1.54, a quick ratio of 1.19 and a current ratio of 1.58. The firm has a market cap of $903.71 billion, a price-to-earnings ratio of 41.68, a price-to-earnings-growth ratio of 1.11 and a beta of 0.51.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last released its quarterly earnings results on Wednesday, February 4th. The company reported $7.54 earnings per share (EPS) for the quarter, beating 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 business had revenue of $19.29 billion during the quarter, compared to the consensus estimate of $17.85 billion. During the same period in the previous year, the company posted $5.32 EPS. The business's quarterly 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, analysts expect that Eli Lilly and Company will post 23.48 earnings per share for the current year.

Analyst Ratings Changes

A number of brokerages have weighed in on LLY. Zacks Research lowered Eli Lilly and Company from a "strong-buy" rating to a "hold" rating in a research report on Friday, January 30th. Morgan Stanley reissued an "overweight" rating and issued a $1,313.00 target price on shares of Eli Lilly and Company in a research report on Thursday, March 5th. Rothschild & Co Redburn boosted their target price on Eli Lilly and Company from $775.00 to $830.00 and gave the stock a "neutral" rating in a research report on Monday, January 26th. Argus boosted their target price 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. Finally, TD Cowen boosted their target price on Eli Lilly and Company from $960.00 to $1,250.00 and gave the stock a "buy" rating in a research report on Thursday, January 29th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, Eli Lilly and Company currently has an average rating of "Moderate Buy" and an average price target of $1,222.22.

Eli Lilly and Company News Roundup

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

• Positive Sentiment: FDA‑approved oral GLP‑1 Foundayo is now available in the U.S.; company pricing guidance shows low commercial out‑of‑pocket entry ($25/month with coverage) and a self‑pay reference (~$149/month), supporting near‑term revenue upside from obesity market penetration. Foundayo now available (PR Newswire)
• Positive Sentiment: Retail and pharmacy distribution is expanding quickly—Amazon Pharmacy will stock Foundayo with same‑day delivery at some kiosks, increasing convenience and potential uptake. Faster distribution can translate into faster revenue recognition. Amazon to stock Foundayo (Reuters)
• Positive Sentiment: Third‑party programs expanding access—Weight Watchers is offering Foundayo through its Med+ offering and GoodRx is broadening GLP‑1 access—both moves could increase prescriptions and reduce friction for patients. Weight Watchers adds Foundayo (Yahoo/Globe)
• Positive Sentiment: Wall Street is expecting strong upcoming results—analyst commentary and previews point to large year‑over‑year EPS growth driven by GLP‑1 sales and broader portfolio strength. Positive analyst notes (e.g., Guggenheim) are supporting sentiment ahead of earnings. Q1 expectations (Barchart)
• Neutral Sentiment: Health‑care sector strength is providing a supportive backdrop for drug stocks today, helping LLY alongside peers. Sector update (Yahoo Finance)
• Neutral Sentiment: Management is investing heavily in R&D and new areas (AI‑driven drug discovery and neuroscience, a reported ~$10B focus) to diversify long‑term growth beyond weight‑loss drugs. This is strategic but longer‑dated. Lilly's $10B AI/neuroscience push (MarketBeat)
• Negative Sentiment: Pricing and margin pressure from competition: Novo Nordisk’s pricing actions and lower‑priced alternatives could cap Lilly’s pricing power for GLP‑1 products. A recent high‑dose Wegovy price cut increases competitive pressure. Novo price pressure (MarketWatch)
• Negative Sentiment: Emerging low‑cost generic copies in India are already denting sales, showing international pricing and IP risks that could weigh on growth in certain markets. India generics pressure (Financial Post)
• Negative Sentiment: Some analysts have issued downgrades or issued cautious notes, creating short‑term headwinds for sentiment despite the product launch. Analyst downgrade note (American Banking News)

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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