Capital Management Associates NY Increases Stock Holdings in Eli Lilly and Company $LLY

Capital Management Associates NY increased its holdings in shares of Eli Lilly and Company (NYSE:LLY) by 62.5% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 2,600 shares of the company’s stock after buying an additional 1,000 shares during the quarter. Eli Lilly and Company comprises approximately 3.0% of Capital Management Associates NY’s portfolio, making the stock its 14th biggest holding. Capital Management Associates NY’s holdings in Eli Lilly and Company were worth $1,984,000 as of its most recent SEC filing.

A number of other hedge funds have also recently added to or reduced their stakes in LLY. Laurel Wealth Advisors LLC increased 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 worth $9,005,392,000 after purchasing an additional 11,537,661 shares during the last quarter. Norges Bank purchased a new stake in shares of Eli Lilly and Company during the 2nd quarter valued at $8,827,714,000. Vanguard Group Inc. grew its stake in shares of Eli Lilly and Company by 1.5% during the 2nd quarter. Vanguard Group Inc. now owns 80,407,430 shares of the company’s stock valued at $62,680,004,000 after buying an additional 1,183,038 shares during the period. Franklin Resources Inc. increased its holdings in shares of Eli Lilly and Company by 13.4% during the 2nd quarter. Franklin Resources Inc. now owns 4,766,865 shares of the company’s stock worth $3,715,913,000 after buying an additional 564,736 shares during the last quarter. Finally, Canada Pension Plan Investment Board raised its position in shares of Eli Lilly and Company by 87.2% in the 2nd quarter. Canada Pension Plan Investment Board now owns 1,152,281 shares of the company’s stock worth $898,238,000 after buying an additional 536,679 shares during the period. 82.53% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of equities research analysts have issued reports on LLY shares. UBS Group reissued a “buy” rating on shares of Eli Lilly and Company in a research report on Monday. Rothschild & Co Redburn boosted their target price on Eli Lilly and Company from $775.00 to $830.00 and gave the stock a “neutral” rating in a report on Monday, January 26th. BMO Capital Markets restated an “outperform” rating on shares of Eli Lilly and Company in a report on Wednesday, January 14th. Berenberg Bank boosted their price objective on shares of Eli Lilly and Company from $830.00 to $950.00 and gave the stock a “hold” rating in a research note on Tuesday, December 2nd. Finally, Deutsche Bank Aktiengesellschaft increased their price objective on shares of Eli Lilly and Company from $1,000.00 to $1,200.00 and gave the stock a “buy” rating in a research report on Wednesday, December 17th. Three analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and six have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $1,162.75.

Eli Lilly and Company Trading Up 10.3%

LLY opened at $1,107.13 on Thursday. The firm has a market capitalization of $1.05 trillion, a P/E ratio of 54.16, a P/E/G ratio of 0.76 and a beta of 0.39. The firm’s 50 day moving average is $1,054.31 and its 200-day moving average is $895.30. Eli Lilly and Company has a 52-week low of $623.78 and a 52-week high of $1,133.95. The company has a quick ratio of 1.24, a current ratio of 1.55 and a debt-to-equity ratio of 1.71.

Eli Lilly and Company (NYSE:LLY) last announced its earnings results on Wednesday, February 4th. The company reported $7.54 earnings per share for the quarter, beating the consensus estimate of $7.48 by $0.06. The business had revenue of $19.29 billion during the quarter, compared to the consensus estimate of $17.85 billion. Eli Lilly and Company had a net margin of 30.99% and a return on equity of 109.52%. The business’s quarterly revenue was up 42.6% compared to the same quarter last year. During the same period in the prior year, the firm earned $5.32 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. Analysts expect that Eli Lilly and Company will post 23.48 EPS for the current fiscal year.

Eli Lilly and Company Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Friday, February 13th will be paid a dividend of $1.73 per share. This is a boost from Eli Lilly and Company’s previous quarterly dividend of $1.50. This represents a $6.92 annualized dividend and a dividend yield of 0.6%. The ex-dividend date is Friday, February 13th. Eli Lilly and Company’s payout ratio is 29.35%.

Trending Headlines about Eli Lilly and Company

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

• Positive Sentiment: Q4 beat and strong 2026 guidance — Lilly reported revenue of $19.3B and EPS above estimates, then guided FY‑26 revenue $80–83B and EPS 33.50–35.00, which underpins the stock rally. Reuters: Lilly sees 2026 profit above estimates
• Positive Sentiment: Surging GLP‑1 sales — Mounjaro and Zepbound volumes doubled+/grew strongly, allowing Lilly to offset U.S. pricing pressure through volume growth. This is the main revenue driver cited by management. CNBC: Lilly blows past quarterly estimates
• Positive Sentiment: Capacity investments support long-term supply advantage — Lilly announced a major $3.5B injectable facility (and broader greenfield buildout), reducing past supply constraints and supporting the volume strategy. MarketBeat: The Metabolic Split
• Neutral Sentiment: Analyst positioning — some firms reaffirm buy ratings and raise targets after the beat, which amplifies momentum but also cements expectations. MarketScreener: Goldman Sachs maintains buy
• Neutral Sentiment: Sector rotation vs. peers — Lilly’s upside is amplified by Novo Nordisk’s weaker guide (investors reallocating within GLP‑1 names), so part of the move reflects relative positioning. Investopedia: Stocks diverge
• Negative Sentiment: Valuation and pullback risk — several analysts/writers warn the stock is priced for perfection and a pullback is possible if execution/sales slow or guidance disappoints relative to very high expectations. Forbes: 3 reasons a pullback is likely
• Negative Sentiment: Pricing/regulatory headwinds remain — U.S. pricing measures (e.g., MFN-type pressures) are real; Lilly is using volume to offset price declines, but continued price compression is a recurring downside risk. Reuters: pricing headwinds noted
• Negative Sentiment: Competition is intensifying — Novo’s new oral and Pfizer/other entrants’ GLP‑1 programs are accelerating; long-term share and pricing could be pressured as more oral/cheaper options scale. MarketBeat: Pfizer GLP-1 results

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.