Eli Lilly and Company $LLY is Robeco Institutional Asset Management B.V.’s 10th Largest Position

Robeco Institutional Asset Management B.V. reduced its position in shares of Eli Lilly and Company (NYSE:LLY) by 11.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 726,465 shares of the company’s stock after selling 89,342 shares during the period. Eli Lilly and Company comprises about 1.1% of Robeco Institutional Asset Management B.V.’s holdings, making the stock its 10th largest holding. Robeco Institutional Asset Management B.V.’s holdings in Eli Lilly and Company were worth $780,717,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also modified their holdings of the company. Maryland Capital Advisors Inc. purchased a new position in Eli Lilly and Company in the fourth quarter valued at $25,000. Vermillion & White Wealth Management Group LLC boosted its holdings in Eli Lilly and Company by 84.2% in the third quarter. Vermillion & White Wealth Management Group LLC now owns 35 shares of the company’s stock valued at $27,000 after purchasing an additional 16 shares during the period. Evolution Wealth Management Inc. purchased a new position in Eli Lilly and Company in the second quarter valued at $29,000. Steph & Co. boosted its holdings in Eli Lilly and Company by 290.0% in the third quarter. Steph & Co. now owns 39 shares of the company’s stock valued at $30,000 after purchasing an additional 29 shares during the period. Finally, 10Elms LLP boosted its holdings in Eli Lilly and Company by 33.3% in the third quarter. 10Elms LLP now owns 40 shares of the company’s stock valued at $31,000 after purchasing an additional 10 shares during the period. 82.53% of the stock is currently owned by hedge funds and other institutional investors.

Eli Lilly and Company Stock Down 0.7%

Eli Lilly and Company stock opened at $922.83 on Wednesday. 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. The stock has a market cap of $871.91 billion, a PE ratio of 40.21, a P/E/G ratio of 1.08 and a beta of 0.51. The stock’s fifty day moving average is $980.12 and its two-hundred day moving average is $980.41.

Eli Lilly and Company (NYSE:LLY) last posted its quarterly earnings results on Wednesday, February 4th. The company reported $7.54 earnings per share 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 analysts’ expectations of $17.85 billion. During the same period last year, the firm earned $5.32 earnings per share. Eli Lilly and Company’s quarterly revenue 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, sell-side analysts expect that Eli Lilly and Company will post 23.48 EPS for the current fiscal year.

Analysts Set New Price Targets

A number of research analysts recently issued reports on the company. CICC Research lifted their target price on Eli Lilly and Company from $1,060.00 to $1,107.00 and gave the company a “neutral” rating in a report on Wednesday, February 11th. Barclays assumed coverage on Eli Lilly and Company in a report on Thursday, February 19th. They issued an “overweight” rating and a $1,350.00 target price for the company. Jefferies Financial Group set a $1,300.00 target price on Eli Lilly and Company and gave the company a “buy” rating in a report on Friday, March 13th. Rothschild & Co Redburn lifted their target price on Eli Lilly and Company from $875.00 to $880.00 and gave the company a “neutral” rating in a report on Friday, April 10th. Finally, Royal Bank Of Canada assumed coverage on Eli Lilly and Company in a report on Tuesday, February 24th. They issued an “outperform” rating and a $1,250.00 target price for the company. Two research analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, four have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $1,224.59.

Eli Lilly and Company News Roundup

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

• Positive Sentiment: Jaypirca (pirtobrutinib) posted positive Phase 3 BRUIN CLL?322 results showing significantly extended progression?free survival when added to venetoclax + rituximab — a fourth positive Phase 3 readout that meaningfully strengthens Lilly’s oncology franchise and potential label expansion. PR Newswire: Jaypirca Phase 3
• Positive Sentiment: Lilly acquired preclinical ADC specialist CrossBridge in a roughly $300M deal, adding antibody?drug conjugate expertise to its oncology pipeline — an inorganic move that accelerates biologics/ADC capabilities. FierceBiotech: CrossBridge acquisition
• Positive Sentiment: Lilly expanded external AI ties by enabling Vasa Therapeutics to use Lilly’s TuneLab AI/ML drug?discovery models — this monetizes Lilly’s platform and can accelerate external partnerships and milestone revenue. Yahoo Finance: Vasa / TuneLab
• Positive Sentiment: Regulatory approval of Foundayo (Lilly’s oral GLP?1 weight?loss pill) continues to underpin the company’s blockbuster growth narrative and long?term revenue trajectory in obesity care. The Motley Fool: Foundayo approval
• Neutral Sentiment: Media speculation about a long?term bull case (e.g., a Forbes piece arguing LLY could reach $2,000) boosts narrative optimism but is highly model?dependent and not new fundamental news. Forbes: LLY $2,000 thesis
• Neutral Sentiment: Analyst price?target activity is mixed — outlets show fresh raises (to $880 and to $1,327), highlighting divergent views on near?term valuation vs. long?term growth. Investors should note wide target dispersion. American Banking News: PT $880 American Banking News: PT $1,327
• Negative Sentiment: Competitive risk: Novo Nordisk’s new partnership with OpenAI to speed drug development underscores intensifying AI?driven competition in the obesity/GLP?1 space, which could pressure market share and future growth assumptions for Lilly. Pharmaceutical-Technology: Novo + OpenAI

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.