Eli Lilly and Company $LLY Stake Boosted by Matrix Trust Co

Key Points

• Matrix Trust Co boosted its stake in Eli Lilly by 234.1%, buying 1,545 shares to hold 2,205 shares worth about $2.37 million.
• Positive catalysts include up-to-four-year efficacy data for EBGLYSS (lebrikizumab) and analyst upgrades that have raised price targets, leaving a consensus rating of “Moderate Buy” with a $1,221.44 average target.
• Key downside risks remain from legal exposure — a filed RICO lawsuit that could entail multi‑billion-dollar damages — and uncertainty around Lilly’s petition to the U.S. Supreme Court on a whistleblower law.

Matrix Trust Co lifted its stake in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 234.1% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 2,205 shares of the company's stock after purchasing an additional 1,545 shares during the quarter. Matrix Trust Co's holdings in Eli Lilly and Company were worth $2,370,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also made changes to their positions in the stock. 10Elms LLP increased its position in Eli Lilly and Company by 33.3% in the third quarter. 10Elms LLP now owns 40 shares of the company's stock worth $31,000 after buying an additional 10 shares during the period. M.E. Allison & CO. Inc. boosted its holdings in shares of Eli Lilly and Company by 0.7% during the fourth quarter. M.E. Allison & CO. Inc. now owns 1,477 shares of the company's stock valued at $1,587,000 after acquiring an additional 10 shares during the period. Bridgewater Advisors Inc. boosted its holdings in shares of Eli Lilly and Company by 0.3% during the third quarter. Bridgewater Advisors Inc. now owns 3,955 shares of the company's stock valued at $3,018,000 after acquiring an additional 11 shares during the period. Manske Wealth Management grew its position in shares of Eli Lilly and Company by 2.5% during the third quarter. Manske Wealth Management now owns 448 shares of the company's stock worth $342,000 after acquiring an additional 11 shares during the last quarter. Finally, Guardian Partners Inc. grew its position in shares of Eli Lilly and Company by 0.3% during the third quarter. Guardian Partners Inc. now owns 4,000 shares of the company's stock worth $3,302,000 after acquiring an additional 12 shares during the last quarter. Institutional investors own 82.53% of the company's stock.

Key Stories Impacting Eli Lilly and Company

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

• Positive Sentiment: Long-term efficacy data for EBGLYSS (lebrikizumab-lbkz) — new ADlong Phase 3b data show up to four years of durable skin clearance and itch relief, which strengthens Lilly’s immunology franchise beyond GLP-1s and supports future revenue durability. Lilly's EBGLYSS (lebrikizumab-lbkz) delivered up to four years of durable disease control for patients with moderate-to-severe atopic dermatitis
• Positive Sentiment: Analyst estimate increases — Erste Group raised FY2026/2027 EPS assumptions, signaling improved analyst confidence in Lilly’s earnings trajectory. This supports longer-term upside expectations. Eli Lilly and Company Price/Analyst Coverage
• Positive Sentiment: Brokerage sentiment remains favorable — the stock carries an average rating of “Moderate Buy,” which can anchor buying interest on dips. Eli Lilly and Company NYSE: LLY Receives Average Rating of "Moderate Buy" from Brokerages
• Neutral Sentiment: Fund commentary — Janus Henderson’s “Forty Fund” mentioned LLY in its Q4/2025 letter, reflecting institutional interest but not a direct catalyst. Janus Henderson Forty Fund’s Updates on Eli Lilly and Company (LLY)
• Neutral Sentiment: Biotech market activity — new IPOs (e.g., Kailera Therapeutics) and industry reports keep capital flows and competition evolving but are not LLY-specific catalysts. Kailera Therapeutics files for US IPO
• Neutral Sentiment: Supreme Court action — Lilly has asked the U.S. Supreme Court to revisit a Civil War–era whistleblower law; the move could limit future qui tam exposure if successful, but outcome and timing are uncertain. Eli Lilly targets Civil War-era whistleblower law at US Supreme Court
• Negative Sentiment: RICO lawsuit risk — a filed RICO suit alleges conduct that, if successful, could lead to multi‑billion dollar damages, representing a clear legal overhang and downside risk to the stock. RICO suit vs. Lilly could reap billions if successful
• Negative Sentiment: Sector weakness — the NYSE Health Care Index was softer late in the session, creating downward pressure across large-cap pharma including LLY. Sector Update: Health Care Stocks Softer Late Afternoon

Analysts Set New Price Targets

Several analysts recently weighed in on LLY shares. Wolfe Research lifted their price objective on shares of Eli Lilly and Company from $1,050.00 to $1,250.00 and gave the company an "outperform" rating in a research report on Wednesday, December 3rd. UBS Group restated a "buy" rating on shares of Eli Lilly and Company in a research note on Wednesday, March 18th. Morgan Stanley reissued an "overweight" rating and issued a $1,313.00 price objective on shares of Eli Lilly and Company in a report on Thursday, March 5th. The Goldman Sachs Group set a $1,260.00 price target on shares of Eli Lilly and Company in a research report on Thursday, February 5th. Finally, Sanford C. Bernstein reiterated an "outperform" rating on shares of Eli Lilly and Company in a report on Tuesday, March 10th. Two equities research 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 issued a Sell rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and a consensus price target of $1,221.44.

Eli Lilly and Company Price Performance

Shares of Eli Lilly and Company stock opened at $878.10 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. The company's 50-day moving average price is $1,007.25 and its two-hundred day moving average price is $964.88. Eli Lilly and Company has a 52 week low of $623.78 and a 52 week high of $1,133.95. The stock has a market cap of $829.65 billion, a PE ratio of 38.26, a price-to-earnings-growth ratio of 1.02 and a beta of 0.40.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last posted its quarterly earnings data on Wednesday, February 4th. The company reported $7.54 earnings per share 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 net margin of 31.66% and a return on equity of 102.94%. The business's revenue for the quarter was up 42.6% on a year-over-year basis. During the same quarter last year, the firm posted $5.32 EPS. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. As a group, sell-side analysts anticipate that Eli Lilly and Company will post 23.48 EPS for the current fiscal year.

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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