KLCM Advisors Inc. Sells 5,592 Shares of Eli Lilly and Company $LLY

Key Points

• KLCM Advisors cut its Eli Lilly stake by 80.9%, selling 5,592 shares in the third quarter and leaving 1,320 shares valued at $1.007 million.
• Several large institutions (Laurel Wealth, Norges Bank, Capital Research, Vanguard, Victory Capital) markedly increased or established positions, leaving institutional ownership at about 82.53%.
• Eli Lilly beat Q earnings estimates (EPS $7.54; revenue $19.29B, +42.6%), set FY2026 guidance of 33.5–35.0 EPS, and has near‑term growth catalysts including a $3 billion China investment and expanded Medicare access to GLP‑1s; analysts’ consensus is a "Moderate Buy" with an average target of $1,229.59.

KLCM Advisors Inc. reduced its holdings in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 80.9% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,320 shares of the company's stock after selling 5,592 shares during the period. KLCM Advisors Inc.'s holdings in Eli Lilly and Company were worth $1,007,000 at the end of the most recent quarter.

Several other institutional investors have also added to or reduced their stakes in the business. Laurel Wealth Advisors LLC grew its position in shares of Eli Lilly and Company by 78,621.2% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 11,552,336 shares of the company's stock valued at $9,005,392,000 after acquiring an additional 11,537,661 shares during the period. Norges Bank bought a new position in Eli Lilly and Company in the 2nd quarter worth $8,827,714,000. Capital Research Global Investors lifted its position in Eli Lilly and Company by 20.9% during the third quarter. Capital Research Global Investors now owns 25,088,371 shares of the company's stock valued at $19,141,787,000 after purchasing an additional 4,332,008 shares in the last quarter. Vanguard Group Inc. lifted its position in Eli Lilly and Company by 1.5% during the second quarter. Vanguard Group Inc. now owns 80,407,430 shares of the company's stock valued at $62,680,004,000 after purchasing an additional 1,183,038 shares in the last quarter. Finally, Victory Capital Management Inc. grew its holdings in Eli Lilly and Company by 47.6% during the third quarter. Victory Capital Management Inc. now owns 2,309,006 shares of the company's stock valued at $1,761,772,000 after purchasing an additional 744,868 shares during the period. 82.53% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

LLY has been the subject of a number of analyst reports. National Bank Financial set a $1,286.00 price target on Eli Lilly and Company in a research report on Monday, December 1st. TD Cowen boosted their price objective on Eli Lilly and Company from $960.00 to $1,250.00 and gave the company a "buy" rating in a research note on Thursday, January 29th. CICC Research boosted their price objective on 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. Scotiabank reissued an "outperform" rating and issued a $1,300.00 target price on shares of Eli Lilly and Company in a report on Thursday, February 5th. Finally, Rothschild & Co Redburn raised their target price on shares of Eli Lilly and Company from $775.00 to $830.00 and gave the stock a "neutral" rating in a research note on Monday, January 26th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating and five have issued a Hold rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and an average target price of $1,229.59.

Eli Lilly and Company Price Performance

Shares of Eli Lilly and Company stock opened at $999.23 on Thursday. The stock's 50-day simple moving average is $1,041.12 and its 200-day simple moving average is $947.08. 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 $944.10 billion, a price-to-earnings ratio of 43.54, a PEG ratio of 1.16 and a beta of 0.40. The company has a quick ratio of 1.19, a current ratio of 1.58 and a debt-to-equity ratio of 1.54.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last released its quarterly earnings data on Wednesday, February 4th. The company reported $7.54 earnings per share for the quarter, topping 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 firm 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 company posted $5.32 earnings per share. The business's quarterly 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, 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 announced a $3 billion, decade‑long investment to expand manufacturing and supply chain capacity in China — a move that supports volume for orforglipron and injectable GLP‑1s, reduces geopolitical/supply risk, and targets a massive growth market that could materially expand future revenue. Eli Lilly to invest $3 billion in China over next decade (Reuters)
• Positive Sentiment: CMS/CMMI moves expand Medicare access to tirzepatide drugs (Zepbound, Mounjaro), widening payer coverage for high‑priced GLP‑1 therapies — a demand catalyst that supports sales growth and volume uptake among older patients. Eli Lilly (LLY) and CMS Expand Medicare Access to Zepbound and Mounjaro (Yahoo Finance)
• Positive Sentiment: Orforglipron is positioned for a Q2 oral launch (and filings in multiple countries). Analysts and bulls see the oral GLP‑1 as a major expansion of Lilly’s addressable market and a hedge against price erosion in injectables; retatrutide remains a longer‑term upside if approved. Eli Lilly: The Weight‑Loss Craze Isn't Over (Seeking Alpha)
• Positive Sentiment: Employer Connect and other access initiatives (including LillyDirect pricing options) aim to close employer coverage gaps — a pathway to add incremental volume even if price concessions are required, supporting longer‑term unit growth. LLY Targets Employee Coverage Chasm—A 2027 GLP‑1 Growth Driver? (MarketBeat)
• Neutral Sentiment: Lilly expanded R&D and incubation ties in Asia (Gateway Labs with Samsung Biologics in Korea) and completed a Phase 1 study for LY3985863 in China — signals of pipeline depth and regional R&D investment but not immediate revenue drivers. Eli Lilly Taps Samsung Biologics To Grow Korean Biotech And Long Term Value (Yahoo Finance) LY3985863 Phase 1 complete (TipRanks)
• Negative Sentiment: Regulatory and payor friction: India’s drug regulator warned against direct or surrogate obesity advertising, which could constrain marketing in a large, fast‑growing market; separately Lilly warned some Medicare plans may still expose patients to out‑of‑pocket costs above $50 under new CMS rules — both create adoption friction and pricing uncertainty. India warns drugmakers against obesity ads (Reuters) Lilly Warns Some Medicare GLP‑1 Costs Could Exceed $50 (Yahoo Finance)

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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