Eli Lilly and Company $LLY Stock Holdings Lessened by Martingale Asset Management L P

Key Points

• Martingale Asset Management L P trimmed its Eli Lilly stake by 25.5%, selling 12,612 shares to finish the quarter with 36,784 shares worth about $28.07 million, and overall institutional ownership is roughly 82.53%.
• Eli Lilly reported quarterly $7.54 EPS (beating the $7.48 consensus) and $19.29 billion in revenue, up 42.6% year‑over‑year, and set FY2026 guidance of 33.50–35.00 EPS while trading at a ~42.6 P/E and a market cap near $923.5 billion.
• The company is ramping capacity to capture GLP‑1 demand — including a $3 billion China build‑out and expansions in Korea and Japan and expanded Medicare access for Zepbound/Mounjaro — but faces near‑term risks from an unknown impurity in compounded tirzepatide and potential out‑of‑pocket costs for some Medicare patients.

Martingale Asset Management L P reduced its stake in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 25.5% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 36,784 shares of the company's stock after selling 12,612 shares during the quarter. Martingale Asset Management L P's holdings in Eli Lilly and Company were worth $28,066,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in LLY. Sumitomo Mitsui Financial Group Inc. purchased a new stake in Eli Lilly and Company in the 2nd quarter worth approximately $27,000. Evolution Wealth Management Inc. purchased a new position in shares of Eli Lilly and Company during the 2nd quarter valued at $29,000. Steph & Co. grew its holdings in shares of Eli Lilly and Company by 290.0% during the 3rd quarter. Steph & Co. now owns 39 shares of the company's stock valued at $30,000 after acquiring an additional 29 shares in the last quarter. Financial Gravity Companies Inc. acquired a new position in shares of Eli Lilly and Company in the second quarter worth $31,000. Finally, Bare Financial Services Inc increased its stake in shares of Eli Lilly and Company by 263.6% in the second quarter. Bare Financial Services Inc now owns 40 shares of the company's stock worth $31,000 after acquiring an additional 29 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

Shares of NYSE:LLY opened at $977.47 on Friday. The company has a market cap of $923.54 billion, a price-to-earnings ratio of 42.59, a PEG ratio of 1.16 and a beta of 0.40. The business has a 50 day moving average price of $1,039.17 and a 200 day moving average price of $947.29. The company has a quick ratio of 1.19, a current ratio of 1.58 and a debt-to-equity ratio of 1.54. Eli Lilly and Company has a twelve month low of $623.78 and a twelve month high of $1,133.95.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last issued its quarterly earnings results on Wednesday, February 4th. The company reported $7.54 EPS for the quarter, topping the consensus estimate of $7.48 by $0.06. Eli Lilly and Company had a return on equity of 102.94% and a net margin of 31.66%.The company had revenue of $19.29 billion for the quarter, compared to the consensus estimate of $17.85 billion. During the same period in the previous year, the business posted $5.32 EPS. The company's revenue for the quarter 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. Research analysts predict that Eli Lilly and Company will post 23.48 earnings per share for the current year.

Eli Lilly and Company News Roundup

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

• Positive Sentiment: Medicare access is expanding for Zepbound and Mounjaro, which should boost near‑term demand and reduce payer uncertainty for a large patient cohort. Eli Lilly (LLY) and CMS Expand Medicare Access to Zepbound and Mounjaro
• Positive Sentiment: Lilly announced a multibillion manufacturing build‑out in China to secure supply and capture a huge GLP‑1 market — a strategic long‑term revenue driver. Lilly to Invest $3 Billion in China to Boost Obesity Pill
• Positive Sentiment: Lilly is expanding manufacturing and partnerships in Asia (Korea $500M incubator and Japan plant expansion), diversifying capacity and helping global rollout. Eli Lilly invests $500 million in Korea's biotech growth
• Positive Sentiment: Lilly is pushing multiple product catalysts: an orforglipron filing/launch (oral GLP‑1) and follow‑on candidates (retatrutide) that can sustain growth beyond current injectables. Will Policy Shifts Accelerate Demand for Eli Lilly's GLP‑1 Drugs?
• Positive Sentiment: Employer Connect and LillyDirect initiatives aim to expand coverage and patient access (potential volume growth even if pricing is pressured). Lilly Employer Connect platform launch
• Neutral Sentiment: Premium share price and 5‑year outperformance have reignited stock‑split and megatrend commentary — sentiment boosters but not immediate fundamentals. Megatrends Still Matter: 3 Growth Stocks for the Next 10 Years (LLY)
• Negative Sentiment: Lilly issued warnings after detecting an unknown impurity in compounded tirzepatide mixed with vitamin B12 — a safety/regulatory concern that can drive near‑term caution and compounding‑market scrutiny. Using Obesity Drug? Eli Lilly Flags Unknown Impurity Found In Compounded Weight Loss Drugs With Vitamin B12
• Negative Sentiment: Shorter‑term technical/market‑sentiment concerns: some analysts/public pieces argue trading momentum has cooled since late 2025, which can accelerate sell‑offs after recent gains. Eli Lilly Reaching For Peak GLP‑1 Euphoria: Rotten Trading Momentum Since November
• Negative Sentiment: Lilly warned some Medicare plans or basic Part D designs might still leave patients with >$50 out‑of‑pocket costs under new CMS rules — a potential near‑term headwind to access and PR. Lilly Warns Some Medicare GLP‑1 Costs Could Exceed $50

Analyst Upgrades and Downgrades

LLY has been the subject of a number of research reports. Zacks Research cut Eli Lilly and Company from a "strong-buy" rating to a "hold" rating in a research report on Friday, January 30th. Deutsche Bank Aktiengesellschaft reaffirmed a "buy" rating and issued a $1,285.00 target price on shares of Eli Lilly and Company in a research report on Friday, March 6th. Wells Fargo & Company raised their price target on Eli Lilly and Company from $1,200.00 to $1,280.00 and gave the stock an "overweight" rating in a research note on Thursday, February 5th. Cantor Fitzgerald lifted their price target on Eli Lilly and Company from $985.00 to $1,205.00 and gave the company an "overweight" rating in a report on Thursday, February 5th. Finally, National Bank Financial set a $1,286.00 price target on Eli Lilly and Company in a research note on Monday, December 1st. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating and five have given a Hold rating to the stock. According to MarketBeat, the company currently has a consensus rating of "Moderate Buy" and an average target price of $1,229.59.

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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