Keybank National Association OH Sells 4,443 Shares of Eli Lilly and Company $LLY

Key Points

• Keybank National Association OH reduced its stake in Eli Lilly by 4.0% in Q4, selling 4,443 shares and retaining 107,485 shares valued at $115,512,000, according to its SEC filing.
• Institutional investors still own 82.53% of LLY, and Eli Lilly reported a strong Q1 beat—$19.8B revenue and $8.55 EPS—and raised 2026 guidance (revenue $82–85B; EPS $35.50–37), triggering analyst upgrades and higher price targets.
• Product and regulatory momentum—early uptake of oral GLP‑1 Foundayo (>20,000 patients) and an FDA proposal to restrict compounding of key GLP‑1 ingredients—could support Lilly’s pricing and market share going forward.

Keybank National Association OH reduced its stake in Eli Lilly and Company (NYSE:LLY - Free Report) by 4.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 107,485 shares of the company's stock after selling 4,443 shares during the period. Keybank National Association OH's holdings in Eli Lilly and Company were worth $115,512,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also bought and sold shares of the business. Pure Portfolios Holdings LLC bought a new stake in Eli Lilly and Company during the 4th quarter valued at $240,000. Valued Wealth Advisors LLC increased its stake in Eli Lilly and Company by 10.4% during the 4th quarter. Valued Wealth Advisors LLC now owns 117 shares of the company's stock valued at $126,000 after purchasing an additional 11 shares in the last quarter. Archer Investment Corp increased its stake in Eli Lilly and Company by 2.0% during the 4th quarter. Archer Investment Corp now owns 7,732 shares of the company's stock valued at $8,310,000 after purchasing an additional 150 shares in the last quarter. Carrera Capital Advisors increased its stake in Eli Lilly and Company by 19.8% during the 4th quarter. Carrera Capital Advisors now owns 873 shares of the company's stock valued at $939,000 after purchasing an additional 144 shares in the last quarter. Finally, AMG National Trust Bank increased its stake in Eli Lilly and Company by 7.0% during the 4th quarter. AMG National Trust Bank now owns 11,534 shares of the company's stock valued at $12,395,000 after purchasing an additional 756 shares in the last quarter. Institutional investors own 82.53% of the company's stock.

Trending Headlines about Eli Lilly and Company

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

• Positive Sentiment: Q1 results and guidance boost: Lilly reported roughly $19.8B revenue and $8.55 non‑GAAP EPS (well above consensus), raised 2026 revenue guidance to $82–85B and lifted EPS guidance to $35.50–37 — a primary driver of the rally. Eli Lilly raises annual profit forecast as GLP-1 drugs fuel growth
• Positive Sentiment: Foundayo (oral GLP‑1) early traction: Foundayo — the first oral GLP‑1 with no food/water timing restrictions — has seen early prescriptions (management cites >20,000 patients), supporting longer‑term market share and convenience advantages versus rivals. Lilly's Double-Beat Widens the GLP-1 Gap—And a New Pill Could Make It Permanent
• Positive Sentiment: Regulatory tailwind for pricing/protection: The FDA proposed excluding key GLP‑1 active ingredients from the compounding bulk list — a move that would limit cheaper mass compounding and help protect branded volumes/pricing. US FDA proposes excluding weight-loss drugs from compounding list
• Positive Sentiment: Street upgrades and higher price targets: Major banks raised price targets and reiterated buy/overweight ratings after the results and guidance, supporting momentum from institutional analysts. Cantor Fitzgerald raises PT
• Neutral Sentiment: Novo’s oral rollout increases scrutiny: Novo Nordisk is expanding its oral GLP‑1 presence (rebranded Rybelsus/Ozempic pills across many pharmacies), a development investors will watch but which hasn’t flipped the narrative away from Lilly yet. Novo Launches Ozempic Pills Across 70,000 US Pharmacies
• Neutral Sentiment: Valuation and long‑term upside debate: Several analyses highlight a tension between Lilly’s strong top‑line growth and a stretched valuation after multi‑year gains; some see material upside if GLP‑1 momentum persists, others caution about multiple compression risk. Eli Lilly Stock’s Path To 30% Upside
• Negative Sentiment: Competitive and pricing pressure risks remain: PBM/insurer negotiation, faster ramps from rivals and longer‑term generic/compounding threats could pressure realized prices and margin expansion — a risk highlighted in market commentary despite the quarter’s beat. Fast Money panel on Novo vs Lilly
• Negative Sentiment: Regulatory / stakeholder friction: Hospital groups have pushed back on certain Lilly data/340B requests, which could create policy or reimbursement friction to monitor. AHA urges HHS to block Lilly 340B data demands

Wall Street Analysts Forecast Growth

A number of analysts have commented on LLY shares. JPMorgan Chase & Co. boosted their price target on shares of Eli Lilly and Company from $1,150.00 to $1,300.00 and gave the company an "overweight" rating in a research note on Thursday, February 5th. CICC Research boosted their price target on shares of Eli Lilly and Company from $1,060.00 to $1,107.00 and gave the company a "neutral" rating in a research note on Wednesday, February 11th. Cantor Fitzgerald boosted their price target on shares of Eli Lilly and Company from $1,205.00 to $1,230.00 and gave the company an "overweight" rating in a research note on Friday. BMO Capital Markets reiterated an "outperform" rating and set a $1,300.00 price target on shares of Eli Lilly and Company in a report on Thursday, February 5th. Finally, Daiwa Securities Group upped their price target on Eli Lilly and Company from $1,230.00 to $1,250.00 and gave the stock a "buy" rating in a report on Wednesday, February 18th. Two research 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. Based on data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and an average target price of $1,212.96.

Eli Lilly and Company Stock Performance

LLY stock opened at $965.19 on Friday. The firm has a market cap of $911.93 billion, a PE ratio of 34.29, a P/E/G ratio of 1.13 and a beta of 0.48. The company has a quick ratio of 1.19, a current ratio of 1.58 and a debt-to-equity ratio of 1.54. The business has a 50 day moving average of $947.05 and a 200-day moving average of $986.14. Eli Lilly and Company has a 12-month low of $623.78 and a 12-month high of $1,133.95.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last released its earnings results on Thursday, April 30th. The company reported $8.55 earnings per share (EPS) for the quarter, beating the consensus estimate of $6.97 by $1.58. The company had revenue of $19.80 billion during the quarter, compared to analyst estimates of $17.82 billion. Eli Lilly and Company had a return on equity of 115.33% and a net margin of 34.98%.Eli Lilly and Company's quarterly revenue was up 55.5% on a year-over-year basis. During the same period in the prior year, the company posted $3.34 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. As a group, sell-side analysts expect that Eli Lilly and Company will post 33.79 earnings per share for the current 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.

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.