Eli Lilly and Company $LLY Shares Acquired by Rathbones Group PLC

Key Points

• Rathbones increased its Eli Lilly stake by 15.4% in Q4 to 392,154 shares worth $421.44M (1.3% of its portfolio), and overall institutional/hedge‑fund ownership of LLY is about 82.5%.
• Foundayo, Lilly’s new oral GLP‑1, is now available in the U.S. with low out‑of‑pocket pricing and expanding distribution (Amazon Pharmacy, Weight Watchers, GoodRx), which could drive near‑term obesity‑market revenue upside.
• Financial and sentiment tailwinds include a recent earnings beat (EPS $7.54, revenue $19.29B, +42.6% YoY) and analyst price‑target increases, but pricing competition from Novo Nordisk and low‑cost generics in India present meaningful margin and growth risks.

Rathbones Group PLC lifted its stake in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 15.4% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 392,154 shares of the company's stock after purchasing an additional 52,216 shares during the period. Eli Lilly and Company accounts for about 1.3% of Rathbones Group PLC's portfolio, making the stock its 13th largest holding. Rathbones Group PLC's holdings in Eli Lilly and Company were worth $421,440,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also made changes to their positions in LLY. Capital Research Global Investors boosted its holdings in shares of Eli Lilly and Company by 20.9% during 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 last quarter. Amundi boosted its holdings in shares of Eli Lilly and Company by 27.1% during the 3rd quarter. Amundi now owns 4,525,902 shares of the company's stock worth $3,823,977,000 after purchasing an additional 964,675 shares during the last quarter. Victory Capital Management Inc. boosted its holdings in shares of 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 during the last quarter. Danske Bank A S acquired a new position in shares of Eli Lilly and Company during the 3rd quarter worth approximately $512,022,000. Finally, Capital International Investors boosted its position in shares of Eli Lilly and Company by 6.1% during the 3rd quarter. Capital International Investors now owns 10,001,509 shares of the company's stock valued at $7,628,447,000 after acquiring an additional 579,381 shares during the last quarter. 82.53% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting Eli Lilly and Company

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)

Eli Lilly and Company Trading Up 0.3%

LLY opened at $956.49 on Friday. The business's 50 day moving average price is $985.96 and its 200 day moving average price is $972.98. Eli Lilly and Company has a one year low of $623.78 and a one year high of $1,133.95. 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 stock has a market capitalization of $903.71 billion, a PE ratio of 41.68, a P/E/G ratio of 1.11 and a beta of 0.51.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last posted its earnings results on Wednesday, February 4th. The company reported $7.54 EPS for the quarter, beating analysts' consensus estimates of $7.48 by $0.06. Eli Lilly and Company had a net margin of 31.66% and a return on equity of 102.94%. The company had revenue of $19.29 billion for the quarter, compared to analysts' expectations of $17.85 billion. During the same quarter in the prior year, the company posted $5.32 earnings per share. Eli Lilly and 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. As a group, equities research analysts expect that Eli Lilly and Company will post 23.48 EPS for the current year.

Analyst Ratings Changes

Several research analysts have recently weighed in on the stock. Truist Financial reissued a "buy" rating on shares of Eli Lilly and Company in a research report on Monday, February 23rd. Cantor Fitzgerald boosted their price target on shares of Eli Lilly and Company from $985.00 to $1,205.00 and gave the company an "overweight" rating in a research report on Thursday, February 5th. Freedom Capital raised shares of Eli Lilly and Company from a "hold" rating to a "strong-buy" rating in a research report on Tuesday, February 10th. TD Cowen boosted their price target on shares of Eli Lilly and Company from $960.00 to $1,250.00 and gave the company a "buy" rating in a research report on Thursday, January 29th. Finally, Loop Capital set a $1,200.00 price target on shares of Eli Lilly and Company in a research report on Tuesday, February 10th. Two analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and a consensus target price of $1,222.22.

Eli Lilly and Company 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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