Eli Lilly and Company $LLY Holdings Raised by Prudential PLC

Key Points

• Prudential PLC increased its stake in Eli Lilly by 3.0% in Q3, owning 74,134 shares after buying 2,169 more, valued at about $56.56 million.
• Institutional ownership stands at 82.53%, with large holders and recent additions including Vanguard (~80.41M shares), Capital Research (25.09M shares), Norges Bank and a massive position reported by Laurel Wealth Advisors.
• Analysts are broadly positive—the stock has a consensus "Moderate Buy" rating and an average price target of $1,229.59—supported by a Q report that beat estimates (EPS $7.54; revenue $19.29B, +42.6%) and FY2026 guidance of 33.50–35.00 EPS.

Prudential PLC increased its stake in Eli Lilly and Company (NYSE:LLY - Free Report) by 3.0% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 74,134 shares of the company's stock after purchasing an additional 2,169 shares during the quarter. Prudential PLC's holdings in Eli Lilly and Company were worth $56,564,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds also recently bought and sold shares of LLY. Laurel Wealth Advisors LLC increased its position in shares of Eli Lilly and Company by 78,621.2% in the second quarter. Laurel Wealth Advisors LLC now owns 11,552,336 shares of the company's stock worth $9,005,392,000 after acquiring an additional 11,537,661 shares in the last quarter. Norges Bank purchased a new stake in shares of Eli Lilly and Company in the 2nd quarter valued at approximately $8,827,714,000. Capital Research Global Investors boosted its stake in Eli Lilly and Company by 20.9% in the 3rd quarter. Capital Research Global Investors now owns 25,088,371 shares of the company's stock worth $19,141,787,000 after purchasing an additional 4,332,008 shares during the period. Vanguard Group Inc. boosted its stake in Eli Lilly and Company by 1.5% in the 2nd quarter. Vanguard Group Inc. now owns 80,407,430 shares of the company's stock worth $62,680,004,000 after purchasing an additional 1,183,038 shares during the period. Finally, Victory Capital Management Inc. grew its position 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 purchasing an additional 744,868 shares in the last quarter. 82.53% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

LLY has been the topic of several recent analyst reports. National Bank Financial set a $1,286.00 target price on shares of Eli Lilly and Company in a research note on Monday, December 1st. CICC Research lifted their price target on Eli Lilly and Company from $1,060.00 to $1,107.00 and gave the company a "neutral" rating in a report on Wednesday, February 11th. Wells Fargo & Company upped their price target on Eli Lilly and Company from $1,200.00 to $1,280.00 and gave the company an "overweight" rating in a research report on Thursday, February 5th. Wolfe Research increased their price objective on Eli Lilly and Company from $1,050.00 to $1,250.00 and gave the stock an "outperform" rating in a research note on Wednesday, December 3rd. Finally, Truist Financial reaffirmed a "buy" rating on shares of Eli Lilly and Company in a research note on Monday, February 23rd. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating and five have given a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and an average price target of $1,229.59.

Eli Lilly and Company Stock Up 0.8%

LLY opened at $985.10 on Friday. The firm has a market cap of $930.74 billion, a P/E ratio of 42.92, a price-to-earnings-growth ratio of 1.14 and a beta of 0.40. 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 business has a 50 day moving average price of $1,037.28 and a 200 day moving average price of $949.30. Eli Lilly and Company has a twelve month low of $623.78 and a twelve month high of $1,133.95.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last announced its quarterly 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. 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 for the quarter, compared to the consensus estimate of $17.85 billion. During the same quarter last year, the company posted $5.32 earnings per share. The company's revenue for the quarter 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. Research analysts forecast that Eli Lilly and Company will post 23.48 EPS for the current year.

Trending Headlines about Eli Lilly and Company

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

• Positive Sentiment: Big, long‑term capacity bet in China: Lilly's planned $3 billion, decade‑long buildout in China is being viewed as a strategic way to secure supply, win share in the fast‑growing GLP‑1 market there, and defend margins versus local competitors — a clear revenue runway catalyst. The Real Reason Eli Lilly Is Pouring $3 Billion Into China
• Positive Sentiment: Policy and access tailwinds: CMS expansion of Medicare access to Zepbound and Mounjaro broadens the addressable patient base and reduces a key barrier to volume growth for Lilly’s injectable GLP‑1s. This supports upside to near‑term sales forecasts. Eli Lilly (LLY) and CMS Expand Medicare Access to Zepbound and Mounjaro
• Positive Sentiment: Commercial & product expansion moves: Employer Connect and LillyDirect aim to unlock employer coverage and lower out‑of‑pocket friction for Zepbound, which could materially increase uptake if employers adopt the program. Combined with positive head‑to‑head oral GLP‑1 data for orforglipron, this strengthens the multi‑product growth story. Eli Lilly’s Employer Push Could Unlock New GLP-1 Demand
• Positive Sentiment: Clinical pipeline progress: Lilly advanced a Phase‑1 study of eloralintide in high‑risk kidney patients — additional indications or safety/efficacy data can expand uses and support valuation beyond obesity/diabetes franchises. Lilly Advances Eloralintide Study in High-Risk Kidney Patients: What Investors Should Know
• Positive Sentiment: Manufacturing footprint expansion: Smaller regional investments (e.g., Korea, Japan plant expansion) further de‑risk supply and support global launch scale for next‑gen GLP‑1s. These moves reduce disruption risk and help defend market share. Eli Lilly invests $500 million in Korea's biotech growth
• Neutral Sentiment: Valuation / stock structure chatter: Continued outperformance has people speculating about a stock split (accessibility for retail investors), which is psychology‑driven and may influence retail flows but doesn't change fundamentals. 3 Stocks That Could Be Next to Announce a Stock Split
• Negative Sentiment: Safety/supply headline risk: Lilly warned about an unknown impurity found in compounded tirzepatide mixed with vitamin B12 — this raises short‑term PR/regulatory risk and could spur use‑restrictions or additional scrutiny of compounding practices. Using Obesity Drug? Eli Lilly Flags Unknown Impurity Found In Compounded Weight Loss Drugs With Vitamin B12
• Negative Sentiment: Momentum concerns: Some analysts/commentary note weakening trading momentum since November — a reminder that lofty multiples and rate/flow dynamics can pressure the stock if sentiment turns. Eli Lilly Reaching For Peak GLP-1 Euphoria: Rotten Trading Momentum Since November

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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