South Street Advisors LLC Buys 2,104 Shares of Eli Lilly and Company $LLY

South Street Advisors LLC grew its stake in Eli Lilly and Company (NYSE:LLY) by 7.6% in the 3rd quarter, HoldingsChannel reports. The institutional investor owned 29,690 shares of the company’s stock after buying an additional 2,104 shares during the period. Eli Lilly and Company makes up 3.0% of South Street Advisors LLC’s investment portfolio, making the stock its 11th biggest position. South Street Advisors LLC’s holdings in Eli Lilly and Company were worth $22,653,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the stock. Diligent Investors LLC lifted its stake in shares of Eli Lilly and Company by 22.1% in the third quarter. Diligent Investors LLC now owns 448 shares of the company’s stock worth $342,000 after acquiring an additional 81 shares during the period. von Borstel & Associates Inc. increased its position in Eli Lilly and Company by 105.1% during the 3rd quarter. von Borstel & Associates Inc. now owns 1,965 shares of the company’s stock valued at $1,499,000 after purchasing an additional 1,007 shares during the period. NorthRock Partners LLC raised its holdings in Eli Lilly and Company by 6.5% during the 3rd quarter. NorthRock Partners LLC now owns 15,361 shares of the company’s stock worth $11,721,000 after purchasing an additional 942 shares during the last quarter. Bank OZK raised its holdings in Eli Lilly and Company by 2.6% during the 3rd quarter. Bank OZK now owns 12,298 shares of the company’s stock worth $9,383,000 after purchasing an additional 316 shares during the last quarter. Finally, Prudential PLC lifted its position in shares of Eli Lilly and Company by 3.0% in the 3rd quarter. Prudential PLC now owns 74,134 shares of the company’s stock worth $56,564,000 after purchasing an additional 2,169 shares during the period. 82.53% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several equities research analysts have recently weighed in on the stock. Weiss Ratings reiterated a “buy (b-)” rating on shares of Eli Lilly and Company in a research report on Monday, December 22nd. Deutsche Bank Aktiengesellschaft restated a “buy” rating and issued a $1,285.00 target price on shares of Eli Lilly and Company in a report on Friday, March 6th. Cantor Fitzgerald upped their price target on shares of Eli Lilly and Company from $985.00 to $1,205.00 and gave the company an “overweight” rating in a research report on Thursday, February 5th. National Bank Financial set a $1,286.00 price target on Eli Lilly and Company in a report on Monday, December 1st. Finally, UBS Group reissued a “buy” rating on shares of Eli Lilly and Company in a research report on Monday, February 2nd. Two research analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating and five have given a Hold rating to the company’s stock. Based on data from MarketBeat, Eli Lilly and Company presently has a consensus rating of “Moderate Buy” and an average price target of $1,229.59.

Key Eli Lilly and Company News

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

• Positive Sentiment: Big, long‑term capacity bet in China: Lilly’s planned $3 billion, decade‑long buildout in China is being viewed as a strategic way to secure supply, win share in the fast‑growing GLP‑1 market there, and defend margins versus local competitors — a clear revenue runway catalyst. The Real Reason Eli Lilly Is Pouring $3 Billion Into China
• Positive Sentiment: Policy and access tailwinds: CMS expansion of Medicare access to Zepbound and Mounjaro broadens the addressable patient base and reduces a key barrier to volume growth for Lilly’s injectable GLP‑1s. This supports upside to near‑term sales forecasts. Eli Lilly (LLY) and CMS Expand Medicare Access to Zepbound and Mounjaro
• Positive Sentiment: Commercial & product expansion moves: Employer Connect and LillyDirect aim to unlock employer coverage and lower out‑of‑pocket friction for Zepbound, which could materially increase uptake if employers adopt the program. Combined with positive head‑to‑head oral GLP‑1 data for orforglipron, this strengthens the multi‑product growth story. Eli Lilly’s Employer Push Could Unlock New GLP-1 Demand
• Positive Sentiment: Clinical pipeline progress: Lilly advanced a Phase‑1 study of eloralintide in high‑risk kidney patients — additional indications or safety/efficacy data can expand uses and support valuation beyond obesity/diabetes franchises. Lilly Advances Eloralintide Study in High-Risk Kidney Patients: What Investors Should Know
• Positive Sentiment: Manufacturing footprint expansion: Smaller regional investments (e.g., Korea, Japan plant expansion) further de‑risk supply and support global launch scale for next‑gen GLP‑1s. These moves reduce disruption risk and help defend market share. Eli Lilly invests $500 million in Korea’s biotech growth
• Neutral Sentiment: Valuation / stock structure chatter: Continued outperformance has people speculating about a stock split (accessibility for retail investors), which is psychology‑driven and may influence retail flows but doesn’t change fundamentals. 3 Stocks That Could Be Next to Announce a Stock Split
• Negative Sentiment: Safety/supply headline risk: Lilly warned about an unknown impurity found in compounded tirzepatide mixed with vitamin B12 — this raises short‑term PR/regulatory risk and could spur use‑restrictions or additional scrutiny of compounding practices. Using Obesity Drug? Eli Lilly Flags Unknown Impurity Found In Compounded Weight Loss Drugs With Vitamin B12
• Negative Sentiment: Momentum concerns: Some analysts/commentary note weakening trading momentum since November — a reminder that lofty multiples and rate/flow dynamics can pressure the stock if sentiment turns. Eli Lilly Reaching For Peak GLP-1 Euphoria: Rotten Trading Momentum Since November

Eli Lilly and Company Stock Performance

NYSE:LLY opened at $985.10 on Friday. The company has a fifty day moving average of $1,037.28 and a 200-day moving average of $949.30. The firm has a market capitalization of $930.74 billion, a P/E ratio of 42.92, a P/E/G ratio of 1.14 and a beta of 0.40. The company has a quick ratio of 1.19, a current ratio of 1.58 and a debt-to-equity ratio of 1.54. 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 released its 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 company had revenue of $19.29 billion for the quarter, compared to the consensus estimate of $17.85 billion. Eli Lilly and Company had a net margin of 31.66% and a return on equity of 102.94%. Eli Lilly and Company’s quarterly revenue was up 42.6% compared to the same quarter last year. During the same quarter in the previous year, the company earned $5.32 EPS. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. As a group, sell-side analysts anticipate that Eli Lilly and Company will post 23.48 EPS for the current year.

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.