Richard Bernstein Advisors LLC Sells 8,397 Shares of Eli Lilly and Company $LLY

Richard Bernstein Advisors LLC lessened its holdings in shares of Eli Lilly and Company (NYSE:LLY) by 55.8% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 6,648 shares of the company’s stock after selling 8,397 shares during the quarter. Richard Bernstein Advisors LLC’s holdings in Eli Lilly and Company were worth $5,072,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also added to or reduced their stakes in LLY. Vanguard Group Inc. raised its stake in Eli Lilly and Company by 0.7% in the third quarter. Vanguard Group Inc. now owns 80,959,089 shares of the company’s stock worth $61,771,785,000 after buying an additional 551,659 shares in the last quarter. Capital Research Global Investors grew its stake in Eli Lilly and Company by 20.9% in the third quarter. Capital Research Global Investors now owns 25,088,371 shares of the company’s stock worth $19,141,787,000 after purchasing an additional 4,332,008 shares during the period. Laurel Wealth Advisors LLC lifted its position in Eli Lilly and Company by 78,621.2% during the second quarter. Laurel Wealth Advisors LLC now owns 11,552,336 shares of the company’s stock valued at $9,005,392,000 after buying an additional 11,537,661 shares during the period. Norges Bank purchased a new stake in shares of Eli Lilly and Company in the 2nd quarter worth about $8,827,714,000. Finally, Capital International Investors lifted its position in Eli Lilly and Company by 6.1% during the 3rd quarter. Capital International Investors now owns 10,001,509 shares of the company’s stock valued at $7,628,447,000 after acquiring an additional 579,381 shares during the period. 82.53% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

A number of research analysts recently weighed in on LLY shares. Truist Financial reaffirmed a “buy” rating on shares of Eli Lilly and Company in a research report on Monday, February 23rd. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $1,285.00 price objective on shares of Eli Lilly and Company in a research report on Friday. Wells Fargo & Company lifted their target price on shares of Eli Lilly and Company from $1,200.00 to $1,280.00 and gave the stock an “overweight” rating in a report on Thursday, February 5th. Jefferies Financial Group upped their target price on shares of Eli Lilly and Company from $976.00 to $1,300.00 and gave the stock a “buy” rating in a research note on Thursday, January 8th. Finally, Barclays began coverage on shares of Eli Lilly and Company in a report on Thursday, February 19th. They set an “overweight” rating and a $1,350.00 price target on the stock. Two research analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating and five have assigned a Hold rating to the stock. According to data from MarketBeat, Eli Lilly and Company currently has a consensus rating of “Moderate Buy” and a consensus target price of $1,229.59.

Eli Lilly and Company Price Performance

LLY opened at $1,008.42 on Tuesday. The company has a debt-to-equity ratio of 1.54, a quick ratio of 1.19 and a current ratio of 1.58. The stock has a market capitalization of $951.30 billion, a P/E ratio of 43.94, a P/E/G ratio of 1.15 and a beta of 0.40. The company’s 50-day simple moving average is $1,044.23 and its two-hundred day simple moving average is $944.67. Eli Lilly and Company has a 52-week low of $623.78 and a 52-week high of $1,133.95.

Eli Lilly and Company (NYSE:LLY) last announced its quarterly earnings results on Wednesday, February 4th. The company reported $7.54 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $7.48 by $0.06. Eli Lilly and Company had a net margin of 31.66% and a return on equity of 102.94%. The firm had revenue of $19.29 billion for the quarter, compared to the consensus estimate of $17.85 billion. During the same quarter last year, the firm posted $5.32 EPS. 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 predict that Eli Lilly and Company will post 23.48 EPS for the current year.

Eli Lilly and Company News Roundup

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

• Positive Sentiment: Launched an Employer Connect platform to engage employers and payers — a channel that could speed formulary conversations and uptake of Lilly’s weight?management and diabetes medicines. Eli Lilly and Company (LLY) Announces the Launch of its Employer Connect Platform
• Positive Sentiment: Amazon Pharmacy expanded access to Lilly’s Zepbound KwikPen, widening retail distribution and patient convenience — likely to support Zepbound prescription volumes and recurring revenue. Amazon Pharmacy Expands Access to Eli Lilly’s Zepbound KwikPen for Weight Management
• Positive Sentiment: Announced a $500 million investment in South Korea’s biotech sector — strategic capital that could accelerate manufacturing, R&D collaborations and regional expansion of Lilly’s pipeline and commercial footprint. Eli Lilly (LLY) Is Making a Big Bet on South Korea’s Biotech Sector. Here’s Why
• Positive Sentiment: J.P. Morgan maintained a buy rating, reinforcing analyst support for Lilly’s growth thesis driven by GLP?1 leadership and pipeline depth. J.P. Morgan Keeps Their Buy Rating on Eli Lilly & Co (LLY)
• Positive Sentiment: Coverage pieces continue to highlight Lilly’s dominant GLP?1 franchises (Mounjaro, Zepbound) and pipeline assets — supporting the long?term growth narrative even as valuation remains elevated.
• Neutral Sentiment: Market commentary noted Lilly outperformed the broader market in recent sessions, reflecting momentum trading around GLP?1 exposure rather than new company?specific data. Eli Lilly (LLY) Laps the Stock Market: Here’s Why
• Neutral Sentiment: Analyst/opinion pieces caution that LLY’s valuation is stretched — a reminder that upside may be tied to continued strong sales and pipeline progress rather than multiple expansion alone. Should You Buy Eli Lilly Stock Now or Wait for More of a Pullback?
• Negative Sentiment: A U.S. court certified a nationwide class of third?party payors in racketeering litigation tied to Actos, raising potential legal and cash?flow risk if liabilities materialize. This is a direct headline risk to watch. Actos Class Action Puts Eli Lilly Legal And Cash Flow Risks In Focus
• Negative Sentiment: Reportedly some basic Medicare plans may not adhere to the $50/month out?of?pocket cap for weight?loss drugs under the agency model — a coverage/affordability uncertainty that could affect uptake and public perception. Eli Lilly says some Medicare plans may exceed $50 cap for weight-loss drugs

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.