Hardman Johnston Global Advisors LLC Acquires 20,752 Shares of Eli Lilly and Company $LLY

Key Points

• Hardman Johnston Global Advisors LLC acquired 20,752 shares of Eli Lilly in Q4, raising its stake to 32,199 shares (a 181.3% increase) valued at about $34.6 million and making LLY its 16th-largest holding (~1.6% of the firm's portfolio).
• Eli Lilly reported quarter results with EPS $7.54 (beat) and revenue of $19.29 billion (up 42.6% YoY), and set FY2026 guidance of $33.50–$35.00 EPS.
• Analyst sentiment is broadly positive with a consensus rating of "Moderate Buy" and an average target around $1,224.59, supported by catalysts like the new obesity pill, the CrossBridge Bio deal and TuneLab AI licensing, though competition (e.g., Novo Nordisk’s OpenAI partnership) poses market-share risk.

Hardman Johnston Global Advisors LLC lifted its holdings in Eli Lilly and Company (NYSE:LLY - Free Report) by 181.3% during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 32,199 shares of the company's stock after purchasing an additional 20,752 shares during the period. Eli Lilly and Company comprises approximately 1.6% of Hardman Johnston Global Advisors LLC's holdings, making the stock its 16th biggest position. Hardman Johnston Global Advisors LLC's holdings in Eli Lilly and Company were worth $34,604,000 at the end of the most recent quarter.

Other institutional investors have also recently made changes to their positions in the company. Maryland Capital Advisors Inc. purchased a new stake in Eli Lilly and Company in the 4th quarter worth approximately $25,000. Vermillion & White Wealth Management Group LLC increased its holdings in Eli Lilly and Company by 84.2% in the 3rd quarter. Vermillion & White Wealth Management Group LLC now owns 35 shares of the company's stock worth $27,000 after acquiring an additional 16 shares in the last quarter. Steph & Co. increased its holdings in Eli Lilly and Company by 290.0% in the 3rd quarter. Steph & Co. now owns 39 shares of the company's stock worth $30,000 after acquiring an additional 29 shares in the last quarter. 10Elms LLP increased its holdings in Eli Lilly and Company by 33.3% in the 3rd quarter. 10Elms LLP now owns 40 shares of the company's stock worth $31,000 after acquiring an additional 10 shares in the last quarter. Finally, Miller Global Investments LLC purchased a new stake in Eli Lilly and Company in the 4th quarter worth approximately $33,000. Institutional investors own 82.53% of the company's stock.

Eli Lilly and Company Trading Down 1.8%

Shares of LLY opened at $905.73 on Thursday. The company has a debt-to-equity ratio of 1.54, a current ratio of 1.58 and a quick ratio of 1.19. 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 simple moving average of $976.09 and a two-hundred day simple moving average of $979.89. The firm has a market cap of $855.75 billion, a P/E ratio of 39.47, a price-to-earnings-growth ratio of 1.07 and a beta of 0.51.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last announced its quarterly earnings data on Wednesday, February 4th. The company reported $7.54 earnings per share (EPS) 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 business had revenue of $19.29 billion during the quarter, compared to analyst estimates of $17.85 billion. During the same period last year, the firm posted $5.32 EPS. The 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. On average, equities analysts expect that Eli Lilly and Company will post 23.48 earnings per share for the current fiscal year.

Key Stories Impacting Eli Lilly and Company

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

• Positive Sentiment: Lilly received another buy rating tied to its newly launched obesity pill, which analysts expect to be a global bestseller — this supports revenue upside from weight‑loss therapies. Eli Lilly Stock (LLY) Gets Another Buy Rating as Its Obesity Pill Hits the Market
• Positive Sentiment: Lilly agreed to acquire CrossBridge Bio for up to $300M, adding preclinical ADC technology to bolster oncology pipeline optionality and long‑term growth prospects. Lilly to acquire CrossBridge Bio for up to $300m
• Positive Sentiment: Distribution and access expand as digital care platform Shed adds Foundayo™ (Lilly’s oral GLP‑1 for weight management), which can help broaden patient uptake beyond specialty clinics. Shed Adds Foundayo™ to Its Platform, Expanding Oral GLP-1 Access for Patients Nationwide
• Positive Sentiment: Lilly is licensing its TuneLab AI platform to partners (e.g., Vasa Therapeutics), highlighting additional revenue streams and R&D leverage from proprietary AI tools. Vasa Therapeutics Partners with Lilly TuneLab to Power AI/ML-Driven CAMKII Inhibitor Platform
• Neutral Sentiment: Macro/valuation commentary remains mixed — some bullish, long‑term price targets (e.g., Forbes piece on LLY to $2,000) reflect confidence in blockbuster drugs but are speculative. LLY Stock To $2,000?
• Neutral Sentiment: Market reports note the stock is down today despite broader market gains — a short‑term price action update for traders. Eli Lilly (LLY) Stock Sinks As Market Gains: What You Should Know
• Negative Sentiment: Competitive risk is rising: Novo Nordisk’s new partnership with OpenAI to accelerate drug discovery reinforces its capability to close gaps in the weight‑loss market and may pressure Lilly’s market share and investor sentiment. NVO Inks Deal With OpenAI for Speedy Drug Discovery Globally, Stock Up

Wall Street Analysts Forecast Growth

Several research firms recently issued reports on LLY. Sanford C. Bernstein reissued an "outperform" rating on shares of Eli Lilly and Company in a report on Tuesday, March 10th. JPMorgan Chase & Co. increased their target price on shares of Eli Lilly and Company from $1,150.00 to $1,300.00 and gave the stock an "overweight" rating in a report on Thursday, February 5th. The Goldman Sachs Group set a $1,260.00 target price on shares of Eli Lilly and Company in a report on Thursday, February 5th. Wall Street Zen lowered shares of Eli Lilly and Company from a "strong-buy" rating to a "buy" rating in a report on Monday, April 6th. Finally, Guggenheim reduced their target price on shares of Eli Lilly and Company from $1,168.00 to $1,163.00 and set a "buy" rating for the company in a report on Monday, March 30th. 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 issued a Sell rating to the company. According to MarketBeat.com, the company has a consensus rating of "Moderate Buy" and an average target price of $1,224.59.

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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