Eli Lilly and Company $LLY Stock Holdings Boosted by Analyst IMS Investment Management Services Ltd.

Key Points

• Analyst IMS Investment Management boosted its Eli Lilly stake by 73.9% in Q4, acquiring an additional 1,080 shares to hold 2,541 shares valued at about $2.73 million per its SEC filing.
• Major strategic catalysts include FDA approval of Foundayo (the first once‑daily oral GLP‑1 for obesity), a planned $6.5 billion Houston production plant, and the ~ $7.8 billion Centessa acquisition, which together broaden commercial and pipeline upside but face potential near‑term pricing competition in the GLP‑1 market.
• Solid financial and analyst backdrop: Lilly beat quarterly EPS and revenue estimates (Q: $7.54 EPS; revenue up 42.6% YoY), set FY2026 guidance of 33.50–35.00 EPS, has a market cap near $875 billion, and carries an average analyst target of about $1,222 (consensus: Moderate Buy).

Analyst IMS Investment Management Services Ltd. lifted its position in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 73.9% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 2,541 shares of the company's stock after acquiring an additional 1,080 shares during the period. Analyst IMS Investment Management Services Ltd.'s holdings in Eli Lilly and Company were worth $2,731,000 as of its most recent filing with the SEC.

Several other institutional investors have also modified their holdings of the company. Vanguard Group Inc. grew its position in shares of Eli Lilly and Company by 0.7% during the third quarter. Vanguard Group Inc. now owns 80,959,089 shares of the company's stock worth $61,771,785,000 after acquiring an additional 551,659 shares during the last quarter. State Street Corp grew its position in Eli Lilly and Company by 0.6% in the 3rd quarter. State Street Corp now owns 34,726,558 shares of the company's stock valued at $26,496,364,000 after buying an additional 219,590 shares in the last quarter. Capital Research Global Investors grew its position in 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 buying an additional 4,332,008 shares in the last quarter. Wellington Management Group LLP grew its position in 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 buying an additional 574,229 shares in the last quarter. Finally, Capital International Investors grew its position in Eli Lilly and Company by 6.1% in 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 in the last quarter. Institutional investors own 82.53% of the company's stock.

Eli Lilly and Company Price Performance

Shares of NYSE LLY opened at $925.93 on Tuesday. Eli Lilly and Company has a twelve month low of $623.78 and a twelve month high of $1,133.95. 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 has a market capitalization of $874.84 billion, a price-to-earnings ratio of 40.35, a PEG ratio of 1.09 and a beta of 0.51. The firm has a 50-day moving average of $990.91 and a two-hundred day moving average of $972.00.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last issued 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 prior year, the company earned $5.32 EPS. Eli Lilly and Company's 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. As a group, analysts expect that Eli Lilly and Company will post 23.48 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

LLY has been the subject of a number of recent analyst reports. Sanford C. Bernstein reiterated an "outperform" rating on shares of Eli Lilly and Company in a research report on Tuesday, March 10th. Barclays initiated coverage on shares of Eli Lilly and Company in a research report on Thursday, February 19th. They issued an "overweight" rating and a $1,350.00 target price for the company. Weiss Ratings reiterated a "buy (b)" rating on shares of Eli Lilly and Company in a research report on Friday, March 27th. The Goldman Sachs Group set a $1,260.00 target price on shares of Eli Lilly and Company in a research report on Thursday, February 5th. Finally, CICC Research increased their target price on shares of Eli Lilly and Company from $1,060.00 to $1,107.00 and gave the company a "neutral" rating in a research report on Wednesday, February 11th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock has an average rating of "Moderate Buy" and an average target price of $1,222.22.

Key Eli Lilly and Company News

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

• Positive Sentiment: FDA approved Foundayo, the first once-daily oral GLP‑1 for obesity; Lilly has begun rapid U.S. commercialization and analysts see a multi‑billion-dollar revenue opportunity that helps close the gap with rivals. How to Play Lilly Stock Post Oral Obesity Pill Foundayo's Approval
• Positive Sentiment: Production capacity ramp: Lilly will manufacture the new oral GLP‑1 at a $6.5B Houston plant, reducing supply risk and supporting commercialization scale-up. This is a tangible capex commitment to grow supply for Foundayo. Eli Lilly's $6.5B Houston plant will make its new FDA-approved GLP-1 weight loss drug
• Positive Sentiment: Access agreement and M&A broaden growth runway: Lilly announced a U.S. pricing/access arrangement to expand Medicare/Medicaid availability for GLP‑1s and is acquiring Centessa (~$7.8B) to add sleep and neuroscience assets — both support longer‑term revenue diversification. Eli Lilly Obesity Pill Approval And Sleep Deal Reshape Growth Story
• Positive Sentiment: Investor sentiment lift: Several bullish notes and price-target increases have followed the Foundayo approval, reinforcing upside case for long‑term revenue and margin expansion. Eli Lilly and Company NYSE: LLY Price Target Raised to $1,294.00
• Neutral Sentiment: Sector M&A/AI tailwinds: Pharma and biotech are accelerating M&A and AI-driven R&D investments; Lilly is participating to both defend and extend its pipeline — positive strategically but benefits will play out over quarters. Pharma, Biotech Giants Ramp Up M&A in Q1 to Boost Pipelines
• Neutral Sentiment: Market narrative around AI and a race to a $1T market cap keeps bullish storytelling alive, but share-price milestones remain dependent on sustained revenue/margin execution and pricing environment. Lilly vs JPMorgan: Which Hits a $1 Trillion Market Cap First?
• Negative Sentiment: Price competition concerns: Coverage notes a nascent price war in the oral GLP‑1 category that could cap near‑term revenue/margin upside even after approval, pressuring the immediate stock reaction. StockWatch: Price War Dampens Lilly Surge After Oral GLP-1 Wins FDA Nod
• Negative Sentiment: Analyst repositioning: Some research shops have adjusted ratings/positions post-approval (e.g., reclassifications to Buy vs. Strong Buy), suggesting near-term profit‑taking or more cautious multiple expansion assumptions. Eli Lilly and Company NYSE: LLY Downgraded to "Buy" Rating by Wall Street Zen

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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