Integrated Wealth Concepts LLC Buys 7,225 Shares of Eli Lilly and Company $LLY

Key Points

• Integrated Wealth Concepts LLC increased its stake in Eli Lilly by 23.5% in Q3, buying 7,225 shares to hold 37,922 shares worth about $28.93 million, per its latest 13F filing.
• Analysts are broadly bullish on Eli Lilly thanks to GLP‑1 growth, the Employer Connect launch, positive Phase‑3 pediatric lebrikizumab data and manufacturing expansion (including China), but rising competition from oral GLP‑1 rivals and a premium valuation pose downside risks.
• Eli Lilly posted strong quarterly results (EPS $7.54 vs. $7.48 est.; revenue $19.29B, +42.6% YoY), has a market cap near $933B with a P/E ~43, and set FY2026 EPS guidance of 33.5–35.0, supporting a consensus "Moderate Buy" target of about $1,229.59.

Integrated Wealth Concepts LLC lifted its stake in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 23.5% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 37,922 shares of the company's stock after buying an additional 7,225 shares during the period. Integrated Wealth Concepts LLC's holdings in Eli Lilly and Company were worth $28,934,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. Sumitomo Mitsui Financial Group Inc. acquired a new stake in shares of Eli Lilly and Company during the second quarter valued at about $27,000. Evolution Wealth Management Inc. bought a new stake in shares of Eli Lilly and Company during the second quarter worth about $29,000. Steph & Co. increased its stake in shares of Eli Lilly and Company by 290.0% in the third quarter. Steph & Co. now owns 39 shares of the company's stock valued at $30,000 after buying an additional 29 shares during the period. Financial Gravity Companies Inc. bought a new position in Eli Lilly and Company in the 2nd quarter valued at approximately $31,000. Finally, Bare Financial Services Inc raised its holdings in Eli Lilly and Company by 263.6% in the 2nd quarter. Bare Financial Services Inc now owns 40 shares of the company's stock valued at $31,000 after buying an additional 29 shares during the last quarter. 82.53% of the stock is currently owned by institutional investors.

Key Eli Lilly and Company News

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

• Positive Sentiment: Top analysts reiterated bullish ratings and raised targets for LLY, citing continued GLP‑1 growth and the launch of Employer Connect to broaden access to obesity medicines — supporting upside expectations. Wall Street Firms Turn Bullish on Eli Lilly and Company (LLY) Buoyed by GLP-1 Medication Expansion Plans
• Positive Sentiment: Positive topline Phase 3 pediatric results for EBGLYSS (lebrikizumab) showed meaningful skin clearance and itch relief in children 6 months–18 years, supporting potential label expansion and strengthening Lilly’s immunology growth story. Lilly's EBGLYSS is first selective IL-13 inhibitor with positive Phase 3 pediatric outcomes
• Positive Sentiment: Management is expanding manufacturing and market reach (including plans to invest in China) to support rollout of orforglipron and other GLP‑1 products, which investors view as capacity/readiness positives for future revenue. Eli Lilly (LLY) to Invest $3 Billion in China Over the Next Decade, Reuters Reports
• Neutral Sentiment: A congressional purchase of LLY was disclosed (standard 45‑day lag); such filings can draw attention but are typically not a fresh driver for price moves once public. Members of Congress Bought These 5 Stocks—Should You?
• Negative Sentiment: New rival oral GLP‑1 candidates are posting strong mid‑stage weight‑loss results (Structure Therapeutics and others), raising competitive risk that could pressure Lilly’s market share or pricing over time. Structure Weight-Loss Pill Results Rival Novo, Lilly Treatments
• Negative Sentiment: Investor commentary warns valuation already reflects a lot of GLP‑1 upside, suggesting limited near‑term upside and greater sensitivity to any negative news or weaker growth execution. Is There Too Much Bullishness Priced Into Eli Lilly's Stock Price?

Eli Lilly and Company Stock Up 0.3%

Shares of NYSE LLY opened at $987.83 on Tuesday. The company's 50 day moving average price is $1,036.20 and its 200-day moving average price is $954.12. The company has a debt-to-equity ratio of 1.54, a quick ratio of 1.19 and a current ratio of 1.58. Eli Lilly and Company has a 52-week low of $623.78 and a 52-week high of $1,133.95. The company has a market capitalization of $933.32 billion, a P/E ratio of 43.04, a price-to-earnings-growth ratio of 1.15 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, topping the consensus estimate 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 analysts' expectations of $17.85 billion. During the same period in the prior year, the company posted $5.32 earnings per share. Eli Lilly and Company's revenue for the quarter was up 42.6% compared to the same quarter last year. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. Equities analysts forecast that Eli Lilly and Company will post 23.48 earnings per share for the current year.

Analysts Set New Price Targets

A number of research firms have weighed in on LLY. 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. Freedom Capital upgraded shares of Eli Lilly and Company from a "hold" rating to a "strong-buy" rating in a report on Tuesday, February 10th. Jefferies Financial Group set a $1,300.00 price objective on shares of Eli Lilly and Company and gave the stock a "buy" rating in a research note on Friday. HSBC restated a "hold" rating and issued a $1,070.00 price objective on shares of Eli Lilly and Company in a report on Wednesday, December 10th. Finally, Bank of America lowered their target price on Eli Lilly and Company from $1,286.00 to $1,268.00 and set a "buy" rating for the company in a research report on Monday, December 15th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating and five have issued a Hold rating to the stock. According to data from MarketBeat.com, Eli Lilly and Company has an average rating of "Moderate Buy" and a consensus 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.

Want to see what other hedge funds are holding LLY? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Eli Lilly and Company (NYSE:LLY - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.