Investment Research Partners LLC Invests $1.32 Million in Eli Lilly and Company $LLY

Key Points

• Investment Research Partners LLC bought a new stake of 1,624 shares in Eli Lilly valued at approximately $1.32 million, and institutional/hedge funds now own about 82.53% of the company.
• Earnings and guidance were strong: Eli Lilly reported Q EPS of $7.54 (beat) and revenue of $19.29B (up 42.6% y/y) and set FY2026 guidance of 33.5–35.0 EPS.
• Analyst sentiment is largely positive with a consensus rating of Moderate Buy and an average price target of $1,221.44, but near‑term downside is highlighted by an HSBC downgrade and heightened competition/GLP‑1 market risks.

Investment Research Partners LLC acquired a new stake in Eli Lilly and Company (NYSE:LLY - Free Report) in the third quarter, according to the company in its most recent filing with the SEC. The firm acquired 1,624 shares of the company's stock, valued at approximately $1,321,000.

Several other hedge funds have also added to or reduced their stakes in the business. Cambria Investment Management L.P. grew its holdings in Eli Lilly and Company by 255.2% during the 3rd quarter. Cambria Investment Management L.P. now owns 1,428 shares of the company's stock worth $1,090,000 after acquiring an additional 1,026 shares during the last quarter. Strategic Advocates LLC acquired a new position in Eli Lilly and Company in the 3rd quarter valued at approximately $132,000. Vermillion & White Wealth Management Group LLC raised its stake in shares of Eli Lilly and Company by 84.2% during the third quarter. Vermillion & White Wealth Management Group LLC now owns 35 shares of the company's stock valued at $27,000 after acquiring an additional 16 shares during the last quarter. KERR FINANCIAL PLANNING Corp bought a new position in shares of Eli Lilly and Company during the third quarter valued at $109,000. Finally, ARQ Wealth Advisors LLC lifted its holdings in shares of Eli Lilly and Company by 63.7% during the third quarter. ARQ Wealth Advisors LLC now owns 632 shares of the company's stock worth $482,000 after purchasing an additional 246 shares during the period. 82.53% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

LLY has been the topic of several analyst reports. Cantor Fitzgerald boosted their price objective on shares of Eli Lilly and Company from $985.00 to $1,205.00 and gave the stock an "overweight" rating in a research note on Thursday, February 5th. Scotiabank reaffirmed an "outperform" rating and set a $1,300.00 target price on shares of Eli Lilly and Company in a report on Thursday, February 5th. Bank of America reduced their price target on Eli Lilly and Company from $1,286.00 to $1,268.00 and set a "buy" rating on the stock in a research report on Monday, December 15th. Berenberg Bank increased their price target on Eli Lilly and Company from $950.00 to $1,050.00 and gave the company a "hold" rating in a research note on Thursday, February 19th. Finally, Argus raised their price objective on 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. Two analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, four have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and an average price target of $1,221.44.

Eli Lilly and Company Stock Performance

LLY stock opened at $916.88 on Thursday. The firm has a market cap of $866.28 billion, a PE ratio of 39.95, a price-to-earnings-growth ratio of 1.08 and a beta of 0.40. 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 stock has a 50-day moving average price of $1,029.72 and a 200-day moving average price of $955.25. Eli Lilly and Company has a 1-year low of $623.78 and a 1-year high of $1,133.95.

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 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 earned $5.32 EPS. The firm's revenue 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. As a group, equities research analysts expect that Eli Lilly and Company will post 23.48 earnings per share for the current year.

Key Stories Impacting Eli Lilly and Company

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

• Positive Sentiment: Study finds stopping GLP‑1s raises heart attack, stroke and death risk — this supports chronic use of Lilly’s diabetes/obesity medicines, which can support long-term revenue and pricing resilience. Healthy Returns: Stopping GLP-1s raises risk of heart attack, stroke and death, study says
• Positive Sentiment: Lilly is investing heavily in manufacturing capacity — $1.8B to update Indianapolis operations plus plans for a $3.5B Pennsylvania plant — which supports supply readiness as demand scales and could ease future bottlenecks. Lilly spending $1.8B to update Indianapolis manufacturing operations Eli Lilly’s road to Pennsylvania, details of new $3.5B plant, celebrated in the Lehigh Valley
• Neutral Sentiment: Opinion pieces weigh competitive dynamics—some bullish views argue Lilly remains a market leader and a buy alongside peers (Roche), highlighting structural growth; these are balanced takes rather than new data. Roche Vs. Eli Lilly: Nvidia Deals, Obesity Battles Stoke Rivalry (I'd Buy Both)
• Neutral Sentiment: Technical/market commentary notes the stock is oversold after the pullback and approaching potential support levels—this frames a “buy‑the‑dip” debate but is not a fundamental catalyst. Stock Of The Day: Is The Eli Lilly Selloff Over?
• Negative Sentiment: HSBC downgraded LLY to “Reduce” (from Hold), cutting its price target to $850 and citing U.S. pricing pressure, intensifying competition (oral pills, rival GLP‑1s) and what it sees as overhyped obesity‑market assumptions—this is the primary driver of the day’s share weakness. Eli Lilly and Company (LLY) Gets Downgraded to Reduce From Hold by HSBC – Here’s Why
• Negative Sentiment: Multiple analyst writeups and headlines highlight heightened rivalry (Novo Nordisk, Roche), mixed FDA signals around oral obesity pills and the risk that market share/pricing assumptions for tirzepatide products may be too optimistic—adding to near‑term downside risk. ‘Run for the Hills,’ Says Analyst About Eli Lilly Stock (LLY) Eli Lilly Falls 5% — FDA Oral Obesity Pill Decision and Novo Nordisk Rivalry Weigh on Shares

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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