Mirabella Financial Services LLP Has $4.09 Million Position in Eli Lilly and Company $LLY

Key Points

• Mirabella Financial Services LLP increased its Eli Lilly stake by 112.2% in Q3, ending the period with 5,365 shares valued at about $4.09 million after buying an additional 2,837 shares.
• Major positive catalysts include strong Phase 3 results for retatrutide (large A1C reductions and ~16.8% weight loss) plus pipeline diversification (IBD programs) and heavy manufacturing investments that support future growth.
• Near-term risks include an HSBC downgrade citing pricing pressure and tirzepatide competition and intensified rivalry from Novo Nordisk’s higher‑dose Wegovy, while analysts collectively rate LLY a "Moderate Buy" with an average target around $1,221.44.

Mirabella Financial Services LLP grew its holdings in Eli Lilly and Company (NYSE:LLY - Free Report) by 112.2% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 5,365 shares of the company's stock after buying an additional 2,837 shares during the quarter. Mirabella Financial Services LLP's holdings in Eli Lilly and Company were worth $4,085,000 at the end of the most recent reporting period.

Other institutional investors have also made changes to their positions in the company. 10Elms LLP grew its holdings in Eli Lilly and Company by 33.3% during the 3rd quarter. 10Elms LLP now owns 40 shares of the company's stock worth $31,000 after acquiring an additional 10 shares during the last quarter. Bridgewater Advisors Inc. raised its stake in shares of Eli Lilly and Company by 0.3% in the third quarter. Bridgewater Advisors Inc. now owns 3,955 shares of the company's stock worth $3,018,000 after acquiring an additional 11 shares during the last quarter. Manske Wealth Management raised its stake in shares of Eli Lilly and Company by 2.5% in the third quarter. Manske Wealth Management now owns 448 shares of the company's stock worth $342,000 after acquiring an additional 11 shares during the last quarter. Guardian Partners Inc. lifted its position in shares of Eli Lilly and Company by 0.3% during the third quarter. Guardian Partners Inc. now owns 4,000 shares of the company's stock worth $3,302,000 after purchasing an additional 12 shares in the last quarter. Finally, Strategic Investment Solutions Inc. IL lifted its position in shares of Eli Lilly and Company by 1.6% during the third quarter. Strategic Investment Solutions Inc. IL now owns 741 shares of the company's stock worth $565,000 after purchasing an additional 12 shares in the last quarter. 82.53% of the stock is owned by institutional investors.

Trending Headlines about Eli Lilly and Company

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

• Positive Sentiment: Phase 3 “TRANSCEND‑T2D‑1” topline: retatrutide (triple agonist) produced big A1C drops (≈1.7–2.0%) and ~16.8% weight loss at 40 weeks, with no plateau — a potential blockbuster next‑generation obesity/diabetes drug that could extend Lilly’s leadership and revenue runway. Lilly PR Newswire: Retatrutide Results
• Positive Sentiment: Pipeline breadth: Lilly launched a master IBD study and is advancing mirikizumab delivery and oral ulcerative colitis candidates — diversification beyond GLP‑1s that supports multiple future revenue streams. TipRanks: Master IBD Study
• Positive Sentiment: Capacity & manufacturing investment: Lilly is spending heavily to expand and modernize production (major plant plans and ~$1.8B+/upcoming $3.5B campus reports), reducing future supply risk for high-demand obesity/diabetes drugs. IBJ: Lilly Manufacturing Investment
• Neutral Sentiment: Additional coverage and patient data (Forbes/Benzinga/CNBC) reiterate strong weight‑loss and glycemic results for retatrutide — helpful for commercial narrative but largely a confirmation of the PR-driven catalyst already priced in by some investors. Forbes: Patient Results
• Neutral Sentiment: Reported insider/congressional buying is noted by media (visibility signal) but is not a reliable near‑term catalyst for price direction. MarketBeat: Congressional Trades
• Negative Sentiment: HSBC downgrade to “Reduce” (PT cut to ~$850) flagged persistent U.S. pricing pressure, rising competition and compounded tirzepatide risks — the downgrade has driven analyst-led selling and is the main immediate negative driver. Yahoo Finance: HSBC Downgrade
• Negative Sentiment: Competitive risk: Novo Nordisk won FDA clearance for a higher‑dose Wegovy (7.2 mg) with strong weight‑loss data and an April launch planned — intensifying head‑to‑head competition in the obesity market that could pressure pricing and share. Blockonomi: Novo Nordisk Higher Dose Wegovy

Analyst Upgrades and Downgrades

A number of analysts recently weighed in on the stock. Deutsche Bank Aktiengesellschaft reissued a "buy" rating and issued a $1,285.00 price target on shares of Eli Lilly and Company in a report on Friday, March 6th. BMO Capital Markets reaffirmed an "outperform" rating and set a $1,300.00 price objective on shares of Eli Lilly and Company in a report on Thursday, February 5th. Wall Street Zen raised Eli Lilly and Company from a "buy" rating to a "strong-buy" rating in a research note on Saturday, March 7th. Berenberg Bank boosted their target price on Eli Lilly and Company from $950.00 to $1,050.00 and gave the stock a "hold" rating in a research report on Thursday, February 19th. Finally, UBS Group reaffirmed a "buy" rating on shares of Eli Lilly and Company in a research note on Wednesday. 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 assigned a Sell rating to the company. According to MarketBeat.com, Eli Lilly and Company currently has a consensus rating of "Moderate Buy" and an average target price of $1,221.44.

Eli Lilly and Company Trading Down 0.1%

Shares of NYSE LLY opened at $916.94 on Friday. The company's 50 day simple moving average is $1,026.34 and its 200 day simple moving average is $954.98. Eli Lilly and Company has a fifty-two week low of $623.78 and a fifty-two week high of $1,133.95. The firm has a market capitalization of $866.34 billion, a P/E ratio of 39.95, a P/E/G ratio of 1.07 and a beta of 0.40. 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 (NYSE:LLY - Get Free Report) last released its earnings results on Wednesday, February 4th. The company reported $7.54 EPS for the quarter, topping analysts' consensus estimates of $7.48 by $0.06. The firm had revenue of $19.29 billion during the quarter, compared to analyst estimates of $17.85 billion. Eli Lilly and Company had a net margin of 31.66% and a return on equity of 102.94%. The business's quarterly revenue was up 42.6% compared to the same quarter last year. During the same quarter in the previous year, the business earned $5.32 EPS. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. On average, analysts predict that Eli Lilly and Company will post 23.48 EPS for the current year.

Eli Lilly and Company 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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