Spire Wealth Management Raises Position in Eli Lilly and Company $LLY

Spire Wealth Management raised its position in shares of Eli Lilly and Company (NYSE:LLY) by 2.2% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 27,719 shares of the company’s stock after acquiring an additional 592 shares during the quarter. Eli Lilly and Company makes up approximately 1.0% of Spire Wealth Management’s holdings, making the stock its 12th largest position. Spire Wealth Management’s holdings in Eli Lilly and Company were worth $29,789,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Capital Research Global Investors lifted its stake in shares of Eli Lilly and Company by 20.9% in the 3rd quarter. Capital Research Global Investors now owns 25,088,371 shares of the company’s stock valued at $19,141,787,000 after purchasing an additional 4,332,008 shares during the period. Amundi grew its stake in Eli Lilly and Company by 27.1% in the third quarter. Amundi now owns 4,525,902 shares of the company’s stock worth $3,823,977,000 after purchasing an additional 964,675 shares during the period. Victory Capital Management Inc. raised its holdings in Eli Lilly and Company by 47.6% in the third quarter. Victory Capital Management Inc. now owns 2,309,006 shares of the company’s stock worth $1,761,772,000 after purchasing an additional 744,868 shares in the last quarter. Danske Bank A S bought a new position in Eli Lilly and Company in the third quarter worth $512,022,000. Finally, Capital International Investors lifted its position in Eli Lilly and Company by 6.1% during the third quarter. Capital International Investors now owns 10,001,509 shares of the company’s stock valued at $7,628,447,000 after buying an additional 579,381 shares during the period. Hedge funds and other institutional investors own 82.53% of the company’s stock.

Key Eli Lilly and Company News

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

• Positive Sentiment: Expanded Insilico partnership — Lilly extended its AI-powered drug discovery tie-up with Insilico Medicine in a deal worth up to $2.75B, which gives Lilly exclusive global rights and potential accelerated pipeline growth. Eli Lilly extends partnership with Insilico Medicine
• Positive Sentiment: Commercialization upside — reports note an upfront payment (~$115M) plus milestone payments tied to programs that could accelerate time-to-market for AI-discovered oral therapeutics, a clear pipeline and revenue optionality positive for long-term growth. Eli Lilly reaches $2.75 billion deal with Insilico
• Positive Sentiment: Analyst support — Jefferies reiterated a Buy with a $1,300 price target, citing strong prescription trends for GLP‑1s and continued franchise momentum. Jefferies Remains a Buy on Eli Lilly
• Neutral Sentiment: Minor price-target tweaks — Guggenheim trimmed its price target slightly (from $1,168 to $1,163) but kept a Buy rating, indicating continued analyst confidence despite modest model updates. Guggenheim trims price target
• Neutral Sentiment: Sector tailwind — healthcare stocks were broadly higher today, lending some momentum to large-cap pharma names including Lilly. Sector Update: Health Care Stocks Higher
• Negative Sentiment: UK pricing/headwinds — Lilly has publicly pushed for regular NHS price increases and changes to the UK rebate scheme to restart investment, a stance that could provoke political and reimbursement pushback in a key market. Eli Lilly seeks higher NHS drug prices
• Negative Sentiment: Drug-pricing risk flagged — ETF commentary highlights drug-pricing policy and concentrated exposure to Lilly as risks for investors in healthcare funds, underscoring valuation and regulatory sensitivity. PPH ETF: Drug Pricing Policy and Eli Lilly Concentration

Analysts Set New Price Targets

A number of analysts have recently commented on LLY shares. JPMorgan Chase & Co. boosted their target price on shares of Eli Lilly and Company from $1,150.00 to $1,300.00 and gave the company an “overweight” rating in a report on Thursday, February 5th. UBS Group reiterated a “buy” rating on shares of Eli Lilly and Company in a research note on Wednesday, March 18th. Rothschild & Co Redburn lifted their price target on shares of Eli Lilly and Company from $775.00 to $830.00 and gave the company a “neutral” rating in a research report on Monday, January 26th. Royal Bank Of Canada began coverage on shares of Eli Lilly and Company in a research note on Tuesday, February 24th. They set an “outperform” rating and a $1,250.00 price objective on the stock. Finally, Morgan Stanley restated an “overweight” rating and issued a $1,313.00 price objective on shares of Eli Lilly and Company in a report on Thursday, March 5th. Two research analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $1,221.26.

Eli Lilly and Company Trading Up 0.9%

NYSE LLY opened at $885.78 on Tuesday. Eli Lilly and Company has a 12 month low of $623.78 and a 12 month high of $1,133.95. The stock has a market cap of $836.90 billion, a P/E ratio of 38.60, a P/E/G ratio of 1.02 and a beta of 0.40. The stock’s fifty day moving average price is $1,004.20 and its 200-day moving average price is $965.80. The company has a current ratio of 1.58, a quick ratio of 1.19 and a debt-to-equity ratio of 1.54.

Eli Lilly and Company (NYSE:LLY) last issued its quarterly 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 firm had revenue of $19.29 billion during 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 company’s revenue was up 42.6% on a year-over-year basis. During the same period last year, the company earned $5.32 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. As a group, equities analysts forecast that Eli Lilly and Company will post 23.48 EPS for the current fiscal 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.