Diversified Management Inc. Invests $2.20 Million in Eli Lilly and Company $LLY

Key Points

• Diversified Management bought a new stake of 2,050 shares in Eli Lilly worth about $2.20 million in Q4, joining other institutional investors that now own roughly 82.53% of the stock as several large funds increased their positions.
• Eli Lilly posted a quarterly beat with $7.54 EPS and $19.29 billion revenue (up 42.6% YoY), set FY2026 guidance of 33.50–35.00 EPS, and has broad analyst support (average target ~$1,224.59, consensus rating “Moderate Buy”).
• Commercial and pipeline developments are mixed: Foundayo recorded ~1,390 U.S. first‑week prescriptions and the ACHIEVE‑4 trial showed cardiovascular benefits, but the FDA has requested additional post‑approval safety data and Novo Nordisk competition could pressure adoption.

Diversified Management Inc. bought a new stake in shares of Eli Lilly and Company (NYSE:LLY - Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund bought 2,050 shares of the company's stock, valued at approximately $2,203,000.

Several other hedge funds and other institutional investors have also modified their holdings of LLY. Capital Research Global Investors lifted its holdings in Eli Lilly and Company by 20.9% in the third quarter. Capital Research Global Investors now owns 25,088,371 shares of the company's stock worth $19,141,787,000 after acquiring an additional 4,332,008 shares during the last quarter. Amundi boosted its position in Eli Lilly and Company by 27.1% during the 3rd quarter. Amundi now owns 4,525,902 shares of the company's stock valued at $3,823,977,000 after purchasing an additional 964,675 shares during the period. Victory Capital Management Inc. grew its stake in Eli Lilly and Company by 47.6% during the 3rd quarter. Victory Capital Management Inc. now owns 2,309,006 shares of the company's stock worth $1,761,772,000 after buying an additional 744,868 shares during the last quarter. Danske Bank A S bought a new stake in Eli Lilly and Company in the third quarter valued at $512,022,000. Finally, Capital International Investors grew its position in shares of Eli Lilly and Company by 6.1% during the third quarter. Capital International Investors now owns 10,001,509 shares of the company's stock worth $7,628,447,000 after acquiring an additional 579,381 shares during the last quarter. 82.53% of the stock is owned by institutional investors and hedge funds.

Eli Lilly and Company Trading Up 2.5%

Shares of LLY opened at $926.90 on Friday. The firm has a market capitalization of $875.75 billion, a PE ratio of 40.39, a price-to-earnings-growth ratio of 1.05 and a beta of 0.51. The company has a quick ratio of 1.19, a current ratio of 1.58 and a debt-to-equity ratio of 1.54. Eli Lilly and Company has a 12-month low of $623.78 and a 12-month high of $1,133.95. The stock's fifty day simple moving average is $971.16 and its 200-day simple moving average is $982.29.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last issued its earnings results on Wednesday, February 4th. The company reported $7.54 earnings per share (EPS) for the quarter, beating the consensus estimate of $7.48 by $0.06. The business had revenue of $19.29 billion during the quarter, compared to the consensus estimate of $17.85 billion. Eli Lilly and Company had a net margin of 31.66% and a return on equity of 102.94%. Eli Lilly and Company's revenue was up 42.6% on a year-over-year basis. During the same period last year, the business posted $5.32 EPS. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. As a group, research analysts predict that Eli Lilly and Company will post 23.48 earnings per share for the current year.

Analyst Upgrades and Downgrades

A number of research firms have issued reports on LLY. TD Cowen boosted their target price on shares of Eli Lilly and Company from $960.00 to $1,250.00 and gave the company a "buy" rating in a research note on Thursday, January 29th. Scotiabank restated an "outperform" rating and issued a $1,300.00 target price on shares of Eli Lilly and Company in a research report on Thursday, February 5th. Morgan Stanley boosted their price target on Eli Lilly and Company from $1,313.00 to $1,327.00 and gave the stock an "overweight" rating in a research report on Friday, April 10th. Sanford C. Bernstein reaffirmed an "outperform" rating on shares of Eli Lilly and Company in a report on Tuesday, March 10th. Finally, Berenberg Bank raised their target price on shares of Eli Lilly and Company from $950.00 to $1,050.00 and gave the company a "hold" rating in a research note on Thursday, February 19th. Two analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company's stock. Based on data from MarketBeat, Eli Lilly and Company presently has an average rating of "Moderate Buy" and an average target price of $1,224.59.

More Eli Lilly and Company News

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

• Positive Sentiment: Late‑stage ACHIEVE‑4 trial showed cardiovascular benefit (including a large reduction in all‑cause death in a pre‑planned analysis) and non‑inferiority vs. insulin — strengthens Foundayo’s safety/efficacy profile and supports use in diabetes. ACHIEVE‑4 PR
• Positive Sentiment: Commercial launch momentum: Foundayo recorded ~1,390 U.S. prescriptions in its first week, showing initial demand that supports broader revenue upside if uptake continues. Foundayo first‑week scripts
• Positive Sentiment: Analyst sentiment and revenue drivers remain constructive: Mounjaro, Zepbound and Foundayo sales are expected to support strong Q1 revenue — Lilly set to report on April 30. These commercial tailwinds underpin the company’s long‑term growth case. Q1 sales expectations
• Positive Sentiment: Pipeline and M&A expansion: Lilly is acquiring CrossBridge Bio (~$300M reported) to bolster oncology capabilities — diversifies growth beyond obesity/diabetes. CrossBridge Bio acquisition
• Neutral Sentiment: CEO commentary: Lilly’s CEO said weight‑loss drugs may eventually reach ~50% of potential users due to system and cost limits — a realistic market sizing comment that tempers but does not negate the long‑term opportunity. CEO market penetration remarks
• Neutral Sentiment: New entrants and IPOs (e.g., Kailera) show sustained investor interest in GLP‑1/weight‑loss space — increases funding and competition but also validates sector growth. Kailera IPO
• Neutral Sentiment: Lilly confirmed its Q1 2026 results and conference call date (April 30) — a near‑term event that could reprice expectations based on revenue/volume detail. Earnings date confirmation
• Negative Sentiment: Regulatory scrutiny: The FDA has requested additional post‑approval safety data and postmarketing studies for Foundayo (notably liver and cardiovascular signals), creating uncertainty around labeling, payer coverage and adoption. This prompted earlier selling pressure. FDA safety data request
• Negative Sentiment: Competitive/clinical nuance: A recent study suggested Novo Nordisk’s oral agent may better preserve lean body mass versus Lilly’s tirzepatide in some analyses — a potential marketing/clinical drawback to monitor. Lean mass study
• Negative Sentiment: Some outlets noted Foundayo’s initial scripts trail Novo’s oral product in early uptake — underscores competitive pressure in the U.S. obesity market. Launch comparison with Novo

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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