Eli Lilly and Company $LLY Shares Sold by OLD National Bancorp IN

Key Points

• OLD National Bancorp IN trimmed its position in Eli Lilly (LLY) by 2.2%, selling 13,834 shares and retaining 613,947 shares—about 11% of the fund's holdings—worth roughly $659.8 million.
• Eli Lilly reported strong quarterly results (revenue up 42.6%, beat on EPS) and set FY2026 guidance of 33.50–35.00 EPS, while analysts show a consensus "Moderate Buy" with a $1,225.33 price target.
• Near‑term sentiment is mixed: analyst upgrades and distribution deals support the shares, but weaker early uptake of the obesity pill Foundayo and mixed GLP‑1 prescription data pose short‑term demand risks.

OLD National Bancorp IN cut its stake in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 2.2% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 613,947 shares of the company's stock after selling 13,834 shares during the period. Eli Lilly and Company accounts for 11.0% of OLD National Bancorp IN's holdings, making the stock its 2nd largest position. OLD National Bancorp IN owned about 0.06% of Eli Lilly and Company worth $659,797,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds have also recently bought and sold shares of LLY. Capital Research Global Investors lifted its position in Eli Lilly and Company by 20.9% during 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 lifted its position in Eli Lilly and Company by 27.1% during the third quarter. Amundi now owns 4,525,902 shares of the company's stock worth $3,823,977,000 after acquiring an additional 964,675 shares during the last quarter. Victory Capital Management Inc. lifted its position in Eli Lilly and Company by 47.6% during the third quarter. Victory Capital Management Inc. now owns 2,309,006 shares of the company's stock worth $1,761,772,000 after acquiring an additional 744,868 shares during the last quarter. Danske Bank A S acquired a new stake in Eli Lilly and Company during the third quarter worth approximately $512,022,000. Finally, Capital International Investors lifted its position in 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 currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several equities research analysts have issued reports on the stock. Truist Financial restated a "buy" rating on shares of Eli Lilly and Company in a research report on Monday, February 23rd. Freedom Capital upgraded shares of Eli Lilly and Company from a "hold" rating to a "strong-buy" rating in a research report on Tuesday, February 10th. Berenberg Bank lifted their price target on shares of Eli Lilly and Company from $950.00 to $1,050.00 and gave the company a "hold" rating in a research report on Thursday, February 19th. Jefferies Financial Group set a $1,300.00 price target on shares of Eli Lilly and Company and gave the company a "buy" rating in a research report on Friday, March 13th. Finally, Leerink Partners lifted their price target on shares of Eli Lilly and Company from $1,234.00 to $1,296.00 and gave the company an "outperform" rating in a research report on Thursday, February 5th. Two research 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 company. According to MarketBeat, Eli Lilly and Company presently has an average rating of "Moderate Buy" and a consensus price target of $1,225.33.

Eli Lilly and Company Stock Up 0.1%

NYSE LLY opened at $884.88 on Monday. 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 1-year low of $623.78 and a 1-year high of $1,133.95. The company has a 50 day moving average of $958.83 and a 200-day moving average of $985.86. The company has a market cap of $836.05 billion, a price-to-earnings ratio of 38.56, a PEG ratio of 1.05 and a beta of 0.51.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last released its quarterly earnings results on Wednesday, February 4th. The company reported $7.54 earnings per share 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 during the quarter, compared to the consensus estimate of $17.85 billion. During the same period in the previous year, the business earned $5.32 earnings per share. The firm's quarterly revenue was up 42.6% on a year-over-year basis. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. On average, equities research analysts expect that Eli Lilly and Company will post 33.9 earnings per share for the current fiscal year.

Trending Headlines about Eli Lilly and Company

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

• Positive Sentiment: Analyst upgrades and higher targets provide support for the shares — firms have recently raised price targets and reiterated bullish views, which underpins medium‑term confidence in execution. Price Target Raised to $1,183.00
• Positive Sentiment: Expanded distribution partnerships broaden commercial reach: Lilly expanded its tie‑up with Hims & Hers to allow prescriptions filled via LillyDirect, increasing patient access to GLP‑1s and Zepbound. This helps commercialization and channel diversification. Eli Lilly (LLY) Expands Partnership with Hims & Hers
• Positive Sentiment: M&A and pipeline progress: recent reports list Lilly acquiring Kelonia (~$7B) and completing a Phase 1 renal study (LY3537982), which reduce early‑stage risk and add potential growth assets. These are constructive for long‑term revenue diversity. Deal Dispatch (mentions Lilly/Kelonia) LY3537982 Renal Study Reaches Completion
• Neutral Sentiment: Upcoming earnings (Q1 report due April 30) is a near‑term catalyst that can amplify moves in either direction — investors are sensitive to any GLP‑1 demand readouts ahead of that release. Weekly GLP-1 prescription data analysis
• Negative Sentiment: Foundayo rollout is tracking below expectations — second‑week U.S. prescriptions were ~3,707, a much smaller early ramp than Novo Nordisk’s oral Wegovy benchmark, raising investor concerns about near‑term obesity market share and pricing/mix. That weaker early uptake is the primary reason shares are under pressure today. Lilly's obesity pill hits nearly 4000 prescriptions
• Negative Sentiment: Weekly GLP‑1 prescription trackers show mixed demand signals (diabetes scripts steady but obesity scripts softer), and heavy insider selling / shifting institutional flows noted in some data sources add to short‑term sentiment risk. Prescription data and insider activity

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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