Comgest Global Investors S.A.S. Sells 89,083 Shares of Eli Lilly and Company $LLY

Comgest Global Investors S.A.S. decreased its position in shares of Eli Lilly and Company (NYSE:LLY) by 24.6% during the third quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 272,406 shares of the company’s stock after selling 89,083 shares during the quarter. Eli Lilly and Company makes up 3.7% of Comgest Global Investors S.A.S.’s holdings, making the stock its 11th largest holding. Comgest Global Investors S.A.S.’s holdings in Eli Lilly and Company were worth $207,846,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also made changes to their positions in the stock. Lazard Freres Gestion S.A.S. grew its stake in Eli Lilly and Company by 114.3% during the 2nd quarter. Lazard Freres Gestion S.A.S. now owns 77,295 shares of the company’s stock worth $60,253,000 after buying an additional 41,222 shares during the last quarter. Exencial Wealth Advisors LLC raised its holdings in Eli Lilly and Company by 189.6% during 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 acquired a new position in shares of Eli Lilly and Company in the 3rd quarter valued at about $487,000. Central Pacific Bank Trust Division grew its stake in Eli Lilly and Company by 25.8% in the third quarter. Central Pacific Bank Trust Division now owns 8,990 shares of the company’s stock valued at $6,859,000 after purchasing an additional 1,843 shares in the last quarter. Finally, Cidel Asset Management Inc. raised its position in Eli Lilly and Company by 26.5% during the third quarter. Cidel Asset Management Inc. now owns 26,726 shares of the company’s stock valued at $20,392,000 after acquiring an additional 5,591 shares in the last quarter. Institutional investors own 82.53% of the company’s stock.

Trending Headlines about Eli Lilly and Company

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

• Positive Sentiment: Lilly reported a first‑of‑its‑kind Phase 3b win showing its psoriasis drug Taltz (ixekizumab) plus Zepbound (tirzepatide) delivered superior efficacy — supports cross‑indication use and adds upside to Zepbound’s market opportunity. Lilly chalks up another trial win for Zepbound-Taltz combo in bid to break down psoriasis, obesity ‘silos’
• Positive Sentiment: Eli Lilly struck an exclusive licensing deal with CSL for clazakizumab (kidney disease indication), a deal worth up front and development consideration that broadens near‑term partnering and non‑GLP‑1 revenue potential. Eli Lilly Enters $100 Million Licensing Agreement with CSL Limited for Clazakizumab
• Positive Sentiment: Analysts raised their price target (Daiwa to $1,250) and the company’s recent EPS beat and FY‑2026 guidance remain supportive of multi‑year earnings growth. Daiwa Securities adjusts price target on Eli Lilly to $1,250
• Positive Sentiment: Medicare’s expansion of coverage for GLP‑1 weight‑loss drugs is easing pricing concerns and reduces a policy overhang that had pressured valuations. Eli Lilly and Company (LLY) Gains as Medicare Expansion of GLP-1 Weight Loss Drugs Eases Pricing Concerns
• Positive Sentiment: Retevmo showed promise in an adjuvant setting, expanding Lilly’s oncology franchise beyond core metabolic assets. Lilly scores rare cancer drug Retevmo adjuvant therapy
• Neutral Sentiment: Jim Cramer discussed Lilly and its weight‑loss drugs — a media boost but not a structural catalyst. Jim Cramer Discusses Eli Lilly (LLY) & Weight Loss Drugs
• Neutral Sentiment: Coverage pieces argue Lilly is leading the GLP‑1 race vs Novo Nordisk — bullish narrative but depends on trial, launch execution and pricing dynamics. Eli Lilly Trumps Novo Nordisk In GLP-1 Race
• Negative Sentiment: Analyst pieces highlight mounting competition in obesity (oral orforglipron, retatrutide and rivals) and the need for next‑gen launches to sustain growth — a valid risk to forecasts and valuation. Can LLY’s Next-Gen Obesity Pipeline Sustain Growth Amid Competition?

Analyst Upgrades and Downgrades

Several equities analysts recently commented on LLY shares. Zacks Research downgraded shares of Eli Lilly and Company from a “strong-buy” rating to a “hold” rating in a research note on Friday, January 30th. Argus boosted their price target on Eli Lilly and Company from $930.00 to $1,200.00 and gave the company a “buy” rating in a research note on Monday, February 9th. Bank of America reduced their price objective on shares of Eli Lilly and Company from $1,286.00 to $1,268.00 and set a “buy” rating on the stock in a research note on Monday, December 15th. TD Cowen upped their price target 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. Finally, CICC Research upped their target price on Eli Lilly and Company from $1,060.00 to $1,107.00 and gave the stock a “neutral” rating in a research note on Wednesday, February 11th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating and five have issued a Hold rating to the stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $1,219.68.

Eli Lilly and Company Stock Down 1.4%

LLY stock opened at $1,021.53 on Thursday. The stock has a 50-day simple moving average of $1,054.92 and a two-hundred day simple moving average of $913.16. Eli Lilly and Company has a twelve month low of $623.78 and a twelve month high of $1,133.95. The firm has a market capitalization of $963.67 billion, a PE ratio of 44.51, a PEG ratio of 1.21 and a beta of 0.39. 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 (NYSE:LLY) last announced its earnings results on Wednesday, February 4th. The company reported $7.54 earnings per share (EPS) for the quarter, beating the consensus estimate of $7.48 by $0.06. The business had revenue of $19.29 billion during the quarter, compared to analyst estimates 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 revenue for the quarter was up 42.6% on a year-over-year basis. During the same period in the previous year, the business posted $5.32 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. On average, equities analysts predict that Eli Lilly and Company will post 23.48 EPS for the current fiscal year.

Eli Lilly and Company Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Friday, February 13th will be paid a dividend of $1.73 per share. This represents a $6.92 annualized dividend and a dividend yield of 0.7%. This is a positive change from Eli Lilly and Company’s previous quarterly dividend of $1.50. The ex-dividend date of this dividend is Friday, February 13th. Eli Lilly and Company’s payout ratio is currently 30.15%.

About Eli Lilly and Company

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.