Generate Investment Management Ltd Has $50.93 Million Position in Eli Lilly and Company $LLY

Key Points

• Generate Investment Management Ltd reduced its position by 42.1% in Eli Lilly, selling 34,418 shares and left with 47,395 shares worth $50.93 million, which is 2.3% of its portfolio and the fund's 9th largest holding.
• Analysts have been raising ratings and targets on LLY—several upgrades to "strong buy"/"outperform" and an average price target of $1,221.44, with individual targets up to $1,300.
• Eli Lilly reported stronger-than-expected quarterly results (EPS $7.54; revenue $19.29B) and set FY2026 guidance of 33.50–35.00 EPS, but the stock faces downside risk from a pending RICO lawsuit and other legal uncertainties.

Generate Investment Management Ltd reduced its position in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 42.1% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 47,395 shares of the company's stock after selling 34,418 shares during the period. Eli Lilly and Company makes up 2.3% of Generate Investment Management Ltd's portfolio, making the stock its 9th biggest holding. Generate Investment Management Ltd's holdings in Eli Lilly and Company were worth $50,934,000 at the end of the most recent quarter.

Other institutional investors have also recently made changes to their positions in the company. Brighton Jones LLC grew its position in Eli Lilly and Company by 22.0% during the fourth quarter. Brighton Jones LLC now owns 9,597 shares of the company's stock worth $7,409,000 after buying an additional 1,730 shares in the last quarter. Revolve Wealth Partners LLC raised its holdings in shares of Eli Lilly and Company by 2.8% in the 4th quarter. Revolve Wealth Partners LLC now owns 1,471 shares of the company's stock valued at $1,136,000 after acquiring an additional 40 shares in the last quarter. Schnieders Capital Management LLC. raised its holdings in shares of Eli Lilly and Company by 16.7% in the 2nd quarter. Schnieders Capital Management LLC. now owns 7,993 shares of the company's stock valued at $6,231,000 after acquiring an additional 1,141 shares in the last quarter. Proactive Wealth Strategies LLC boosted its position in shares of Eli Lilly and Company by 5.6% during the 2nd quarter. Proactive Wealth Strategies LLC now owns 1,398 shares of the company's stock valued at $1,090,000 after acquiring an additional 74 shares during the last quarter. Finally, Leslie Global Wealth LLC boosted its position in shares of Eli Lilly and Company by 145.0% during the 2nd quarter. Leslie Global Wealth LLC now owns 860 shares of the company's stock valued at $670,000 after acquiring an additional 509 shares during the last quarter. Institutional investors own 82.53% of the company's stock.

Analysts Set New Price Targets

Several research analysts recently weighed in on the stock. Argus upped their price objective on shares of Eli Lilly and Company from $930.00 to $1,200.00 and gave the stock a "buy" rating in a research report on Monday, February 9th. 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. BMO Capital Markets reissued an "outperform" rating and issued a $1,300.00 price target on shares of Eli Lilly and Company in a research note on Thursday, February 5th. Loop Capital set a $1,200.00 price target on shares of Eli Lilly and Company in a report on Tuesday, February 10th. Finally, Wall Street Zen upgraded shares of Eli Lilly and Company from a "buy" rating to a "strong-buy" rating in a research report on Sunday. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, Eli Lilly and Company has an average rating of "Moderate Buy" and an average target price of $1,221.44.

More Eli Lilly and Company News

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

Eli Lilly and Company Stock Performance

Shares of NYSE LLY opened at $878.10 on Monday. The stock's 50-day moving average is $1,007.25 and its 200 day moving average is $964.88. The stock has a market cap of $829.65 billion, a price-to-earnings ratio of 38.26, a P/E/G ratio of 1.02 and a beta of 0.40. 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 current ratio of 1.58, a quick ratio of 1.19 and a debt-to-equity ratio of 1.54.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last issued its earnings results on Wednesday, February 4th. The company reported $7.54 earnings per share (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 business had revenue of $19.29 billion during the quarter, compared to analyst estimates of $17.85 billion. During the same quarter in the prior year, the firm earned $5.32 earnings per share. Eli Lilly and 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. On average, 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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