Eli Lilly and Company $LLY Shares Acquired by Border to Coast Pensions Partnership Ltd

Key Points

• Border to Coast Pensions Partnership raised its stake in Eli Lilly by 11.5% in Q4 to 72,663 shares (about $78.23M), making LLY its 18th largest holding; institutional investors now own roughly 82.5% of the company.
• Analyst sentiment is broadly positive — MarketBeat shows a consensus rating of "Moderate Buy" with an average target of $1,224.59 and multiple firms lifting price targets (e.g., TD Cowen to $1,250, Barclays $1,350).
• Eli Lilly posted an EPS beat (Q: $7.54 vs. $7.48) with revenue up 42.6% YoY to $19.29B and set FY2026 guidance of $33.50–35.00 EPS, while its new obesity drug Foundayo has early prescription momentum but faces FDA post‑approval safety data requests and competitive pressure from Novo Nordisk.

Border to Coast Pensions Partnership Ltd lifted its holdings in Eli Lilly and Company (NYSE:LLY - Free Report) by 11.5% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 72,663 shares of the company's stock after purchasing an additional 7,499 shares during the period. Eli Lilly and Company makes up 1.4% of Border to Coast Pensions Partnership Ltd's holdings, making the stock its 18th biggest holding. Border to Coast Pensions Partnership Ltd's holdings in Eli Lilly and Company were worth $78,232,000 as of its most recent SEC filing.

Other institutional investors have also recently made changes to their positions in the company. Exencial Wealth Advisors LLC grew its holdings in shares of Eli Lilly and Company by 189.6% in the third quarter. Exencial Wealth Advisors LLC now owns 17,408 shares of the company's stock valued at $13,283,000 after purchasing an additional 11,396 shares in the last quarter. Rede Wealth LLC acquired a new position in shares of Eli Lilly and Company in the third quarter valued at approximately $487,000. Cidel Asset Management Inc. grew its holdings in shares of Eli Lilly and Company by 26.5% in the third quarter. Cidel Asset Management Inc. now owns 26,726 shares of the company's stock valued at $20,392,000 after purchasing an additional 5,591 shares in the last quarter. Spire Wealth Management grew its holdings in shares of Eli Lilly and Company by 2.2% in the fourth quarter. Spire Wealth Management now owns 27,719 shares of the company's stock valued at $29,789,000 after purchasing an additional 592 shares in the last quarter. Finally, Coldstream Capital Management Inc. grew its holdings in shares of Eli Lilly and Company by 25.6% in the third quarter. Coldstream Capital Management Inc. now owns 42,418 shares of the company's stock valued at $32,365,000 after purchasing an additional 8,659 shares in the last quarter. Institutional investors and hedge funds own 82.53% of the company's stock.

Wall Street Analyst Weigh In

A number of brokerages recently weighed in on LLY. TD Cowen lifted their price objective on shares of Eli Lilly and Company from $960.00 to $1,250.00 and gave the company a "buy" rating in a report on Thursday, January 29th. Rothschild & Co Redburn boosted their price target on shares of Eli Lilly and Company from $875.00 to $880.00 and gave the stock a "neutral" rating in a report on Friday, April 10th. Royal Bank Of Canada initiated coverage on shares of Eli Lilly and Company in a report on Tuesday, February 24th. They set an "outperform" rating and a $1,250.00 price target for the company. Freedom Capital upgraded shares of Eli Lilly and Company from a "hold" rating to a "strong-buy" rating in a report on Tuesday, February 10th. Finally, Barclays initiated coverage on shares of Eli Lilly and Company in a report on Thursday, February 19th. They set an "overweight" rating and a $1,350.00 price target for the company. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, Eli Lilly and Company presently has a consensus rating of "Moderate Buy" and an average target price of $1,224.59.

Eli Lilly and Company Stock Up 2.5%

Shares of NYSE:LLY opened at $926.90 on Friday. The company has a market capitalization of $875.75 billion, a PE ratio of 40.39, a P/E/G ratio of 1.05 and a beta of 0.51. The company has a current ratio of 1.58, a quick ratio of 1.19 and a debt-to-equity ratio of 1.54. Eli Lilly and Company has a twelve month low of $623.78 and a twelve month high of $1,133.95. The firm has a 50 day simple moving average of $971.16 and a 200-day simple moving average of $982.29.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last issued its quarterly earnings data on Wednesday, February 4th. The company reported $7.54 earnings per share for the quarter, topping 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%. The company's revenue was up 42.6% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $5.32 EPS. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. On average, equities analysts predict that Eli Lilly and Company will post 23.48 EPS for the current fiscal year.

Eli Lilly and Company News Summary

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

Eli Lilly and Company Profile

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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