Mariner LLC Boosts Stake in Eli Lilly and Company $LLY

Mariner LLC boosted its position in shares of Eli Lilly and Company (NYSE:LLY) by 3.5% in the third quarter, Holdings Channel.com reports. The institutional investor owned 645,477 shares of the company’s stock after acquiring an additional 22,124 shares during the period. Eli Lilly and Company comprises approximately 0.6% of Mariner LLC’s investment portfolio, making the stock its 28th biggest holding. Mariner LLC’s holdings in Eli Lilly and Company were worth $492,352,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also added to or reduced their stakes in the company. Laurel Wealth Advisors LLC grew its stake in shares of Eli Lilly and Company by 78,621.2% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 11,552,336 shares of the company’s stock worth $9,005,392,000 after buying an additional 11,537,661 shares in the last quarter. Norges Bank purchased a new stake in shares of Eli Lilly and Company during the 2nd quarter valued at about $8,827,714,000. Capital Research Global Investors lifted its holdings in shares of Eli Lilly and Company by 20.9% in the 3rd quarter. Capital Research Global Investors now owns 25,088,371 shares of the company’s stock valued at $19,141,787,000 after acquiring an additional 4,332,008 shares during the last quarter. Vanguard Group Inc. lifted its holdings in shares of Eli Lilly and Company by 1.5% in the 2nd quarter. Vanguard Group Inc. now owns 80,407,430 shares of the company’s stock valued at $62,680,004,000 after acquiring an additional 1,183,038 shares during the last quarter. Finally, Amundi grew its position in Eli Lilly and Company by 27.1% in the third quarter. Amundi now owns 4,525,902 shares of the company’s stock worth $3,823,977,000 after acquiring an additional 964,675 shares in the last quarter. Hedge funds and other institutional investors own 82.53% of the company’s stock.

Analyst Ratings Changes

A number of equities research analysts have issued reports on the company. Scotiabank restated an “outperform” rating and set a $1,300.00 price objective on shares of Eli Lilly and Company in a research report on Thursday, February 5th. Jefferies Financial Group set a $1,300.00 target price on Eli Lilly and Company and gave the company a “buy” rating in a research report on Friday. TD Cowen increased their price target on Eli Lilly and Company from $960.00 to $1,250.00 and gave the company a “buy” rating in a report on Thursday, January 29th. Freedom Capital upgraded Eli Lilly and Company from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, February 10th. Finally, Wall Street Zen raised shares of Eli Lilly and Company from a “buy” rating to a “strong-buy” rating in a research note on Saturday, March 7th. Two 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 given a Sell rating to the company. According to data from MarketBeat.com, Eli Lilly and Company currently has a consensus rating of “Moderate Buy” and a consensus target price of $1,221.44.

Eli Lilly and Company Stock Up 0.3%

Shares of NYSE:LLY opened at $987.83 on Tuesday. The firm has a market capitalization of $933.32 billion, a PE ratio of 43.04, a price-to-earnings-growth ratio of 1.15 and a beta of 0.40. The business has a 50 day simple moving average of $1,036.20 and a two-hundred day simple moving average of $954.12. Eli Lilly and Company has a 1 year low of $623.78 and a 1 year high of $1,133.95. 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) last issued its quarterly earnings results 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 return on equity of 102.94% and a net margin of 31.66%.The firm had revenue of $19.29 billion for the quarter, compared to the consensus estimate of $17.85 billion. During the same period in the prior year, the business posted $5.32 earnings per share. The company’s revenue for the quarter was up 42.6% on a year-over-year basis. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. On average, equities analysts predict that Eli Lilly and Company will post 23.48 EPS 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: Wall Street bullishness: Several firms (including Bernstein/SocGen and mentions at Goldman) reiterated Outperform or high price targets (one cited $1,300), citing Lilly’s GLP?1 leadership and the new Employer Connect program to broaden access to obesity meds. Wall Street Firms Turn Bullish on Eli Lilly and Company (LLY) Buoyed by GLP-1 Medication Expansion Plans
• Positive Sentiment: Clinical/regulatory upside — EBGLYSS (lebrikizumab) Phase 3 pediatric topline: strong skin?clearance and itch relief in children (6 months–18 years), supporting potential label expansion and strengthening Lilly’s immunology/dermatology growth story. Lilly’s EBGLYSS (lebrikizumab-lbkz) is the first and only selective IL-13 inhibitor to deliver positive Phase 3 outcomes…
• Positive Sentiment: Capacity and market expansion: Reuters/Yahoo report that Lilly plans ~$3 billion investment in China over the next decade to build production capacity for orforglipron (oral GLP?1), which could ease supply constraints if approved and support global rollout. Eli Lilly (LLY) to Invest $3 Billion in China Over the Next Decade, Reuters Reports
• Neutral Sentiment: Share structure chatter: Commentary that LLY could be a candidate for a future stock split (given high absolute price and growth) keeps the name on retail radars but is not an immediate fundamental change. 3 Stocks That Could Be Next to Announce a Stock Split (LLY)
• Neutral Sentiment: Congressional buying: Disclosed purchases by a member of Congress add anecdotal interest but are delayed disclosures and not a direct catalyst. Members of Congress Bought These 5 Stocks—Should You?
• Negative Sentiment: Emerging competitive risk — Structure Therapeutics and others reported strong midstage oral GLP?1 weight?loss results that at times rival injectables; market reaction to those data and speculation about takeover candidates increase competitive uncertainty for Lilly’s obesity franchise. Structure Weight-Loss Pill Results Rival Novo, Lilly Treatments
• Negative Sentiment: Valuation concerns: Commentary (The Motley Fool and others) warns that a high multiple and heavy bullish expectations leave LLY exposed to downside if growth or margin assumptions slip. Is There Too Much Bullishness Priced Into Eli Lilly’s Stock Price?

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.