Eli Lilly and Company $LLY Shares Purchased by Massachusetts Financial Services Co. MA

Key Points

• Massachusetts Financial Services Co. MA increased its stake in Eli Lilly by 27.2%, buying an additional 8,223 shares to own 38,467 shares worth about $41.34 million at quarter-end.
• Eli Lilly posted a solid quarter with $7.54 EPS (beating estimates), $19.29 billion revenue (up 42.6% YoY and above estimates), and set FY2026 guidance of 33.50–35.00 EPS, while carrying a market cap near $872 billion and a P/E around 40.
• Company catalysts include positive oncology data for Jaypirca, a ~$300 million acquisition of ADC specialist CrossBridge, and regulatory momentum for the GLP‑1 pill Foundayo, with analysts collectively at a “Moderate Buy” consensus and a $1,224.59 average price target.

Massachusetts Financial Services Co. MA boosted its position in Eli Lilly and Company (NYSE:LLY - Free Report) by 27.2% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 38,467 shares of the company's stock after buying an additional 8,223 shares during the quarter. Massachusetts Financial Services Co. MA's holdings in Eli Lilly and Company were worth $41,340,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in LLY. Vanguard Group Inc. boosted its holdings in Eli Lilly and Company by 0.7% in the third quarter. Vanguard Group Inc. now owns 80,959,089 shares of the company's stock valued at $61,771,785,000 after purchasing an additional 551,659 shares during the last quarter. State Street Corp increased its holdings in Eli Lilly and Company by 0.6% during the 3rd quarter. State Street Corp now owns 34,726,558 shares of the company's stock worth $26,496,364,000 after purchasing an additional 219,590 shares during the last quarter. Capital Research Global Investors raised its position in shares of 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 valued at $19,141,787,000 after purchasing an additional 4,332,008 shares in the last quarter. Wellington Management Group LLP raised its position in shares of Eli Lilly and Company by 4.1% in the 3rd quarter. Wellington Management Group LLP now owns 14,563,780 shares of the company's stock valued at $11,112,164,000 after purchasing an additional 574,229 shares in the last quarter. Finally, Capital International Investors boosted its stake 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 buying an additional 579,381 shares during the last quarter. 82.53% of the stock is owned by hedge funds and other institutional investors.

Eli Lilly and Company Price Performance

LLY opened at $922.83 on Wednesday. The company has a quick ratio of 1.19, a current ratio of 1.58 and a debt-to-equity ratio of 1.54. The company's 50-day moving average price is $980.12 and its 200 day moving average price is $980.41. Eli Lilly and Company has a fifty-two week low of $623.78 and a fifty-two week high of $1,133.95. The firm has a market cap of $871.91 billion, a price-to-earnings ratio of 40.21, a price-to-earnings-growth ratio of 1.08 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 the consensus estimate of $7.48 by $0.06. The company had revenue of $19.29 billion during the quarter, compared to analyst estimates of $17.85 billion. Eli Lilly and Company had a return on equity of 102.94% and a net margin of 31.66%.The business's revenue was up 42.6% compared to the same quarter last year. During the same period in the prior year, the company earned $5.32 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. As a group, sell-side analysts expect that Eli Lilly and Company will post 23.48 earnings per share for the current year.

Eli Lilly and Company News Summary

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

• Positive Sentiment: Jaypirca (pirtobrutinib) posted positive Phase 3 BRUIN CLL‑322 results showing significantly extended progression‑free survival when added to venetoclax + rituximab — a fourth positive Phase 3 readout that meaningfully strengthens Lilly’s oncology franchise and potential label expansion. PR Newswire: Jaypirca Phase 3
• Positive Sentiment: Lilly acquired preclinical ADC specialist CrossBridge in a roughly $300M deal, adding antibody‑drug conjugate expertise to its oncology pipeline — an inorganic move that accelerates biologics/ADC capabilities. FierceBiotech: CrossBridge acquisition
• Positive Sentiment: Lilly expanded external AI ties by enabling Vasa Therapeutics to use Lilly’s TuneLab AI/ML drug‑discovery models — this monetizes Lilly’s platform and can accelerate external partnerships and milestone revenue. Yahoo Finance: Vasa / TuneLab
• Positive Sentiment: Regulatory approval of Foundayo (Lilly’s oral GLP‑1 weight‑loss pill) continues to underpin the company’s blockbuster growth narrative and long‑term revenue trajectory in obesity care. The Motley Fool: Foundayo approval
• Neutral Sentiment: Media speculation about a long‑term bull case (e.g., a Forbes piece arguing LLY could reach $2,000) boosts narrative optimism but is highly model‑dependent and not new fundamental news. Forbes: LLY $2,000 thesis
• Neutral Sentiment: Analyst price‑target activity is mixed — outlets show fresh raises (to $880 and to $1,327), highlighting divergent views on near‑term valuation vs. long‑term growth. Investors should note wide target dispersion. American Banking News: PT $880 American Banking News: PT $1,327
• Negative Sentiment: Competitive risk: Novo Nordisk’s new partnership with OpenAI to speed drug development underscores intensifying AI‑driven competition in the obesity/GLP‑1 space, which could pressure market share and future growth assumptions for Lilly. Pharmaceutical-Technology: Novo + OpenAI

Analyst Ratings Changes

A number of analysts recently issued reports on LLY shares. Berenberg Bank lifted their price target on shares of Eli Lilly and Company from $950.00 to $1,050.00 and gave the stock a "hold" rating in a research note on Thursday, February 19th. Rothschild & Co Redburn boosted their target price on shares of Eli Lilly and Company from $875.00 to $880.00 and gave the stock a "neutral" rating in a research report on Friday, April 10th. Barclays began coverage on shares of Eli Lilly and Company in a research report on Thursday, February 19th. They set an "overweight" rating and a $1,350.00 price target on the stock. CICC Research boosted their price objective 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. Finally, Truist Financial reaffirmed a "buy" rating on shares of Eli Lilly and Company in a report on Monday, February 23rd. Two investment 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 stock. According to data from MarketBeat, the company currently has a consensus rating of "Moderate Buy" and a consensus price target of $1,224.59.

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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