Capital International Investors Buys 579,381 Shares of Eli Lilly and Company $LLY

Capital International Investors increased its stake in Eli Lilly and Company (NYSE:LLY) by 6.1% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 10,001,509 shares of the company’s stock after buying an additional 579,381 shares during the quarter. Eli Lilly and Company comprises approximately 1.2% of Capital International Investors’ holdings, making the stock its 19th largest holding. Capital International Investors owned approximately 1.06% of Eli Lilly and Company worth $7,628,447,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently bought and sold shares of LLY. Exencial Wealth Advisors LLC increased its stake in Eli Lilly and Company by 189.6% in the 3rd quarter. Exencial Wealth Advisors LLC now owns 17,408 shares of the company’s stock worth $13,283,000 after buying an additional 11,396 shares during the period. Rede Wealth LLC purchased a new stake in Eli Lilly and Company in the 3rd quarter valued at about $487,000. Central Pacific Bank Trust Division boosted its position in 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 valued at $6,859,000 after buying an additional 1,843 shares during the period. Cidel Asset Management Inc. grew its stake 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 acquiring an additional 5,591 shares in the last quarter. Finally, Oak Family Advisors LLC bought a new position in Eli Lilly and Company in the 3rd quarter worth about $1,979,000. 82.53% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several analysts have recently weighed in on LLY shares. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $1,285.00 price target on shares of Eli Lilly and Company in a research note on Friday. Wolfe Research increased their price objective on Eli Lilly and Company from $1,050.00 to $1,250.00 and gave the stock an “outperform” rating in a research note on Wednesday, December 3rd. Barclays assumed coverage on Eli Lilly and Company in a research report on Thursday, February 19th. They set an “overweight” rating and a $1,350.00 target price for the company. Sanford C. Bernstein reiterated an “outperform” rating on shares of Eli Lilly and Company in a report on Friday, December 19th. Finally, Bank of America dropped their price target on Eli Lilly and Company from $1,286.00 to $1,268.00 and set a “buy” rating on the stock in a research report on Monday, December 15th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating and five have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $1,229.59.

Eli Lilly and Company News Summary

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 Stock Up 1.8%

Eli Lilly and Company stock opened at $1,008.42 on Tuesday. The company has a quick ratio of 1.19, a current ratio of 1.58 and a debt-to-equity ratio of 1.54. The firm has a market cap 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 business has a fifty day moving average of $1,044.23 and a two-hundred day moving average of $944.67. Eli Lilly and Company has a twelve month low of $623.78 and a twelve month 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. The business had revenue of $19.29 billion for the quarter, compared to the consensus estimate of $17.85 billion. Eli Lilly and Company had a return on equity of 102.94% and a net margin of 31.66%.The business’s revenue was up 42.6% compared to the same quarter last year. During the same period last year, the business posted $5.32 EPS. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. On average, analysts forecast that Eli Lilly and Company will post 23.48 earnings per share for the current fiscal year.

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.