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

Richard Bernstein Advisors LLC lessened its position in shares of Eli Lilly and Company (NYSE:LLY) by 55.8% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund 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 at the end of the most recent reporting period.

A number of other institutional investors also recently bought and sold shares of LLY. Exencial Wealth Advisors LLC increased its holdings in Eli Lilly and Company by 189.6% during the third quarter. Exencial Wealth Advisors LLC now owns 17,408 shares of the company’s stock valued at $13,283,000 after buying an additional 11,396 shares during the last quarter. Rede Wealth LLC bought a new stake in shares of Eli Lilly and Company during the 3rd quarter valued at $487,000. Central Pacific Bank Trust Division increased its stake in shares of Eli Lilly and Company by 25.8% in the 3rd quarter. Central Pacific Bank Trust Division now owns 8,990 shares of the company’s stock worth $6,859,000 after purchasing an additional 1,843 shares in the last quarter. Cidel Asset Management Inc. raised its holdings in Eli Lilly and Company by 26.5% in the 3rd quarter. Cidel Asset Management Inc. now owns 26,726 shares of the company’s stock worth $20,392,000 after purchasing an additional 5,591 shares during the period. Finally, Oak Family Advisors LLC purchased a new position in Eli Lilly and Company during the third quarter valued at $1,979,000. Institutional investors own 82.53% of the company’s stock.

Eli Lilly and Company Stock Performance

LLY opened at $1,008.42 on Tuesday. The stock has a market capitalization of $951.30 billion, a price-to-earnings ratio of 43.94, a PEG ratio of 1.15 and a beta of 0.40. The company has a fifty day moving average of $1,044.23 and a 200 day moving average of $944.67. Eli Lilly and Company has a fifty-two week low of $623.78 and a fifty-two week high of $1,133.95. The company has a debt-to-equity ratio of 1.54, a quick ratio of 1.19 and a current ratio of 1.58.

Eli Lilly and Company (NYSE:LLY) last announced its quarterly earnings results on Wednesday, February 4th. The company reported $7.54 EPS for the quarter, topping the consensus estimate 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 business had revenue of $19.29 billion for the quarter, compared to analysts’ expectations of $17.85 billion. During the same quarter in the previous year, the company earned $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, sell-side analysts forecast that Eli Lilly and Company will post 23.48 earnings per share for the current fiscal year.

Trending Headlines about Eli Lilly and Company

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

Analyst Upgrades and Downgrades

Several research firms have recently commented on LLY. HSBC reaffirmed a “hold” rating and issued a $1,070.00 price objective on shares of Eli Lilly and Company in a research note on Wednesday, December 10th. Cantor Fitzgerald increased their target price on shares of Eli Lilly and Company from $985.00 to $1,205.00 and gave the stock an “overweight” rating in a report on Thursday, February 5th. Rothschild & Co Redburn increased their price target on Eli Lilly and Company from $775.00 to $830.00 and gave the stock a “neutral” rating in a research note on Monday, January 26th. Weiss Ratings restated a “buy (b-)” rating on shares of Eli Lilly and Company in a research report on Monday, December 22nd. Finally, Leerink Partners upped their price objective on Eli Lilly and Company from $1,234.00 to $1,296.00 and gave the stock an “outperform” rating in a research note on Thursday, February 5th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating and five have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Eli Lilly and Company has an average rating of “Moderate Buy” and an average price target of $1,229.59.

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.