M&T Bank Corp Increases Position in Eli Lilly and Company $LLY

M&T Bank Corp lifted its position in shares of Eli Lilly and Company (NYSE:LLY) by 2.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 250,692 shares of the company’s stock after acquiring an additional 6,540 shares during the quarter. Eli Lilly and Company accounts for approximately 0.9% of M&T Bank Corp’s portfolio, making the stock its 25th largest holding. M&T Bank Corp’s holdings in Eli Lilly and Company were worth $269,414,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also made changes to their positions in LLY. Brighton Jones LLC grew its position in Eli Lilly and Company by 22.0% during the fourth quarter. Brighton Jones LLC now owns 9,597 shares of the company’s stock worth $7,409,000 after buying an additional 1,730 shares during the period. Revolve Wealth Partners LLC grew its position in shares of Eli Lilly and Company by 2.8% in the fourth quarter. Revolve Wealth Partners LLC now owns 1,471 shares of the company’s stock valued at $1,136,000 after purchasing an additional 40 shares during the last quarter. Schnieders Capital Management LLC. boosted its position in Eli Lilly and Company by 16.7% during the second quarter. Schnieders Capital Management LLC. now owns 7,993 shares of the company’s stock worth $6,231,000 after acquiring an additional 1,141 shares during the last quarter. Flow Traders U.S. LLC acquired a new stake in Eli Lilly and Company during the second quarter worth approximately $356,000. Finally, Nebula Research & Development LLC acquired a new stake in Eli Lilly and Company during the second quarter worth approximately $749,000. 82.53% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Eli Lilly and Company

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

• Positive Sentiment: Q1 results and guidance boost: Lilly reported roughly $19.8B revenue and $8.55 non‑GAAP EPS (well above consensus), raised 2026 revenue guidance to $82–85B and lifted EPS guidance to $35.50–37 — a primary driver of the rally. Eli Lilly raises annual profit forecast as GLP-1 drugs fuel growth
• Positive Sentiment: Foundayo (oral GLP‑1) early traction: Foundayo — the first oral GLP‑1 with no food/water timing restrictions — has seen early prescriptions (management cites >20,000 patients), supporting longer‑term market share and convenience advantages versus rivals. Lilly’s Double-Beat Widens the GLP-1 Gap—And a New Pill Could Make It Permanent
• Positive Sentiment: Regulatory tailwind for pricing/protection: The FDA proposed excluding key GLP‑1 active ingredients from the compounding bulk list — a move that would limit cheaper mass compounding and help protect branded volumes/pricing. US FDA proposes excluding weight-loss drugs from compounding list
• Positive Sentiment: Street upgrades and higher price targets: Major banks raised price targets and reiterated buy/overweight ratings after the results and guidance, supporting momentum from institutional analysts. Cantor Fitzgerald raises PT
• Neutral Sentiment: Novo’s oral rollout increases scrutiny: Novo Nordisk is expanding its oral GLP‑1 presence (rebranded Rybelsus/Ozempic pills across many pharmacies), a development investors will watch but which hasn’t flipped the narrative away from Lilly yet. Novo Launches Ozempic Pills Across 70,000 US Pharmacies
• Neutral Sentiment: Valuation and long‑term upside debate: Several analyses highlight a tension between Lilly’s strong top‑line growth and a stretched valuation after multi‑year gains; some see material upside if GLP‑1 momentum persists, others caution about multiple compression risk. Eli Lilly Stock’s Path To 30% Upside
• Negative Sentiment: Competitive and pricing pressure risks remain: PBM/insurer negotiation, faster ramps from rivals and longer‑term generic/compounding threats could pressure realized prices and margin expansion — a risk highlighted in market commentary despite the quarter’s beat. Fast Money panel on Novo vs Lilly
• Negative Sentiment: Regulatory / stakeholder friction: Hospital groups have pushed back on certain Lilly data/340B requests, which could create policy or reimbursement friction to monitor. AHA urges HHS to block Lilly 340B data demands

Wall Street Analyst Weigh In

A number of brokerages recently issued reports on LLY. Morgan Stanley restated an “overweight” rating and set a $1,344.00 target price on shares of Eli Lilly and Company in a research report on Friday. BMO Capital Markets reissued an “outperform” rating and issued a $1,300.00 target price on shares of Eli Lilly and Company in a research note on Thursday, February 5th. TD Cowen boosted their price objective on shares of Eli Lilly and Company from $960.00 to $1,250.00 and gave the stock a “buy” rating in a report on Thursday, January 29th. CICC Research boosted their target price on shares of Eli Lilly and Company from $1,060.00 to $1,107.00 and gave the stock a “neutral” rating in a research report on Wednesday, February 11th. Finally, Cantor Fitzgerald boosted their target price on shares of Eli Lilly and Company from $1,205.00 to $1,230.00 and gave the stock an “overweight” rating in a research report on Friday. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $1,212.96.

Eli Lilly and Company Price Performance

Shares of NYSE:LLY opened at $965.19 on Monday. The company has a quick ratio of 1.10, a current ratio of 1.50 and a debt-to-equity ratio of 1.26. The firm has a 50-day simple moving average of $947.05 and a 200 day simple moving average of $987.36. The company has a market cap of $911.93 billion, a PE ratio of 34.29, a P/E/G ratio of 1.13 and a beta of 0.48. Eli Lilly and Company has a fifty-two week low of $623.78 and a fifty-two week high of $1,133.95.

Eli Lilly and Company (NYSE:LLY) last posted its earnings results on Thursday, April 30th. The company reported $8.55 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $6.97 by $1.58. The firm had revenue of $19.80 billion during the quarter, compared to analyst estimates of $17.82 billion. Eli Lilly and Company had a net margin of 34.98% and a return on equity of 105.77%. Eli Lilly and Company’s revenue was up 55.5% on a year-over-year basis. During the same period in the previous year, the business posted $3.34 EPS. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. On average, sell-side analysts anticipate that Eli Lilly and Company will post 33.79 EPS for the current 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.