74,758 Eli Lilly and Company $LLY Shares Acquired by Robeco Institutional Asset Management B.V.

Robeco Institutional Asset Management B.V. boosted its position in Eli Lilly and Company (NYSE:LLY) by 9.9% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 833,498 shares of the company’s stock after purchasing an additional 74,758 shares during the period. Eli Lilly and Company accounts for about 1.1% of Robeco Institutional Asset Management B.V.’s portfolio, making the stock its 15th biggest holding. Robeco Institutional Asset Management B.V. owned about 0.09% of Eli Lilly and Company worth $964,424,000 at the end of the most recent reporting period.

Several other large investors have also recently modified their holdings of the business. Coastal Bridge Advisors LLC acquired a new stake in shares of Eli Lilly and Company during the second quarter worth $2,959,000. Mosaic Family Wealth Partners LLC raised its position in shares of Eli Lilly and Company by 70.6% in the 2nd quarter. Mosaic Family Wealth Partners LLC now owns 3,455 shares of the company’s stock worth $4,144,000 after acquiring an additional 1,430 shares in the last quarter. Moran Wealth Management LLC lifted its stake in shares of Eli Lilly and Company by 85.6% in the 2nd quarter. Moran Wealth Management LLC now owns 20,903 shares of the company’s stock valued at $25,072,000 after purchasing an additional 9,638 shares during the period. Generali Investments Management Co LLC grew its stake in Eli Lilly and Company by 17.5% during the second quarter. Generali Investments Management Co LLC now owns 10,220 shares of the company’s stock worth $12,258,000 after purchasing an additional 1,521 shares during the period. Finally, Amundi grew its stake in Eli Lilly and Company by 9.9% during the first quarter. Amundi now owns 5,055,025 shares of the company’s stock worth $4,649,464,000 after purchasing an additional 454,549 shares during the period. Institutional investors own 82.53% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of brokerages have weighed in on LLY. JPMorgan Chase & Co. lifted their target price on Eli Lilly and Company from $1,400.00 to $1,500.00 and gave the stock an “overweight” rating in a report on Monday, September 28th. HSBC increased their price target on Eli Lilly and Company from $850.00 to $940.00 and gave the stock a “reduce” rating in a report on Thursday, September 10th. Leerink Partners lifted their price objective on shares of Eli Lilly and Company from $1,309.00 to $1,316.00 and gave the company an “outperform” rating in a research note on Wednesday. Morgan Stanley boosted their target price on shares of Eli Lilly and Company from $1,419.00 to $1,430.00 and gave the company an “overweight” rating in a research report on Wednesday, October 7th. Finally, Berenberg Bank set a $1,400.00 target price on shares of Eli Lilly and Company and gave the company a “buy” rating in a research report on Tuesday, September 15th. One analyst has rated the stock with a Strong Buy rating, twenty-four have given a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $1,317.93.

Trending Headlines about Eli Lilly and Company

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

• Positive Sentiment: GLP-1 leadership remains the central growth catalyst. Lilly’s Mounjaro and Zepbound franchises continue to drive explosive growth in cardiometabolic and incretin medicines, strengthening the bull case relative to more diversified peers such as Amgen and Bristol Myers Squibb. Amgen vs. Eli Lilly: Does the GLP-1 Mania Make LLY Stock a Better Buy in 2026?
• Positive Sentiment: Lilly is expanding production capacity. The company broke ground on a $5 billion Richmond, Virginia, facility as part of a more than $50 billion U.S. manufacturing build-out. The integrated site will produce active ingredients and finished medicines, including next-generation cancer treatments, and is expected to create 650 jobs. The investment could help Lilly meet demand while reducing supply constraints. Lilly breaks ground in Richmond
• Positive Sentiment: International manufacturing and logistics deals add scale. Partnerships involving Abu Dhabi-based Mubadala Bio are expected to support local packaging, logistics and contract manufacturing for Lilly’s GLP-1 medicines, improving regional distribution and market access. Lilly and Mubadala Bio sign deal
• Neutral Sentiment: Upcoming quarterly results are the next major test. Lilly is scheduled to report earnings Thursday, with investors focused on sales growth, prescription volume, pricing, supply and updated guidance. The stock’s strong run and elevated valuation increase the potential for volatility around the report. Earnings Preview: Eli Lilly Q3 Earnings Expected to Decline
• Negative Sentiment: Profitability could face pricing pressure. In the second quarter, revenue grew 48% on a 60% increase in medicine volume, but average realized prices fell 13%. This suggests Lilly must sustain exceptional volume growth to offset lower pricing, a concern ahead of its results. Eli Lilly Grew Revenue 48% While Prices Fell
• Negative Sentiment: Competition in obesity drugs is intensifying. Novo Nordisk’s CagriSema produced substantial weight-loss results, highlighting a potential competitive threat to Lilly’s GLP-1 dominance and reinforcing concerns that the stock’s premium valuation already reflects significant future growth. Obesity ETFs to Gain as Novo’s CagriSema Shows 25% Weight Loss

Insider Transactions at Eli Lilly and Company

In related news, EVP Anat Hakim sold 5,000 shares of the stock in a transaction on Friday, August 7th. The stock was sold at an average price of $1,190.00, for a total value of $5,950,000.00. Following the transaction, the executive vice president directly owned 11,875 shares in the company, valued at $14,131,250. This trade represents a 29.63% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Patrik Jonsson sold 6,500 shares of the stock in a transaction on Monday, August 17th. The stock was sold at an average price of $1,175.10, for a total value of $7,638,150.00. Following the completion of the transaction, the executive vice president owned 54,147 shares in the company, valued at approximately $63,628,139.70. This represents a 10.72% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 13,500 shares of company stock valued at $15,958,170 over the last ninety days. 0.14% of the stock is owned by company insiders.

Eli Lilly and Company Stock Performance

Shares of Eli Lilly and Company stock opened at $1,308.21 on Friday. The business has a 50-day simple moving average of $1,184.78 and a 200 day simple moving average of $1,119.15. Eli Lilly and Company has a one year low of $806.02 and a one year high of $1,321.21. The company has a debt-to-equity ratio of 1.41, a current ratio of 1.35 and a quick ratio of 1.00. The firm has a market capitalization of $1.23 trillion, a price-to-earnings ratio of 43.90, a PEG ratio of 1.69 and a beta of 0.46.

Eli Lilly and Company (NYSE:LLY) last announced its quarterly earnings data on Wednesday, August 5th. The company reported $8.38 EPS for the quarter, beating analysts’ consensus estimates of $6.40 by $1.98. Eli Lilly and Company had a return on equity of 97.83% and a net margin of 33.53%. The firm had revenue of $22.97 billion during the quarter, compared to analysts’ expectations of $20.82 billion. During the same quarter last year, the firm posted $6.31 earnings per share. The company’s revenue for the quarter was up 47.7% compared to the same quarter last year. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. On average, research analysts anticipate that Eli Lilly and Company will post 33.56 earnings per share for the current fiscal year.

Eli Lilly and Company Company Profile

Eli Lilly and Company (NYSE: LLY) is a global pharmaceutical company that discovers, develops, manufactures and markets medicines for a range of medical conditions. Its major therapeutic areas include diabetes and obesity, oncology, immunology, neuroscience and cardiovascular health.

The company’s portfolio includes Mounjaro and Trulicity for diabetes, Zepbound for chronic weight management, Humalog insulin, Taltz for inflammatory diseases, Verzenio for certain breast cancers and Kisunla for early symptomatic Alzheimer’s disease.