Cornerstone Advisors LLC Cuts Stock Position in Eli Lilly and Company $LLY

Cornerstone Advisors LLC decreased its holdings in shares of Eli Lilly and Company (NYSE:LLY) by 2.0% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 53,400 shares of the company’s stock after selling 1,100 shares during the quarter. Eli Lilly and Company comprises approximately 1.3% of Cornerstone Advisors LLC’s holdings, making the stock its 14th biggest holding. Cornerstone Advisors LLC’s holdings in Eli Lilly and Company were worth $40,744,000 as of its most recent SEC filing.

Several other large investors have also recently added to or reduced their stakes in the stock. Sumitomo Mitsui Financial Group Inc. acquired a new position in Eli Lilly and Company during the 2nd quarter worth approximately $27,000. Evolution Wealth Management Inc. purchased a new stake in shares of Eli Lilly and Company during the second quarter valued at approximately $29,000. Steph & Co. raised its stake in shares of Eli Lilly and Company by 290.0% during the third quarter. Steph & Co. now owns 39 shares of the company’s stock valued at $30,000 after purchasing an additional 29 shares during the period. Financial Gravity Companies Inc. acquired a new position in shares of Eli Lilly and Company during the second quarter worth $31,000. Finally, Bare Financial Services Inc boosted its stake in shares of Eli Lilly and Company by 263.6% in the second quarter. Bare Financial Services Inc now owns 40 shares of the company’s stock valued at $31,000 after purchasing an additional 29 shares during the period. 82.53% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several equities research analysts recently issued reports on LLY shares. Deutsche Bank Aktiengesellschaft lifted their price target on shares of Eli Lilly and Company from $1,200.00 to $1,285.00 and gave the stock a “buy” rating in a research note on Monday, February 9th. Berenberg Bank lifted their target price on Eli Lilly and Company from $830.00 to $950.00 and gave the stock a “hold” rating in a research report on Tuesday, December 2nd. UBS Group reiterated a “buy” rating on shares of Eli Lilly and Company in a research note on Monday, February 2nd. Truist Financial set a $1,281.00 price target on Eli Lilly and Company in a report on Thursday, February 5th. Finally, Leerink Partners lifted their price objective on Eli Lilly and Company from $1,234.00 to $1,296.00 and gave the stock an “outperform” rating in a report on Thursday, February 5th. Two research analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating and five have issued a Hold rating to the stock. According to MarketBeat, Eli Lilly and Company presently has a consensus rating of “Moderate Buy” and a consensus price target of $1,219.68.

Key Stories Impacting 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?

Eli Lilly and Company Stock Down 1.4%

Shares of Eli Lilly and Company stock opened at $1,021.53 on Thursday. The business has a 50-day moving average price of $1,054.92 and a 200 day moving average price of $913.16. Eli Lilly and Company has a fifty-two week low of $623.78 and a fifty-two week high of $1,133.95. The firm has a market cap of $963.67 billion, a P/E ratio of 44.51, a P/E/G 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 issued its earnings results on Wednesday, February 4th. The company reported $7.54 EPS for the quarter, topping the consensus estimate of $7.48 by $0.06. The company had revenue of $19.29 billion during the quarter, compared to analyst estimates 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% on a year-over-year basis. During the same quarter last year, the firm earned $5.32 EPS. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. On average, sell-side analysts forecast that Eli Lilly and Company will post 23.48 earnings per share for the current fiscal year.

Eli Lilly and Company Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Friday, February 13th will be issued a $1.73 dividend. This is a boost from Eli Lilly and Company’s previous quarterly dividend of $1.50. The ex-dividend date of this dividend is Friday, February 13th. This represents a $6.92 annualized dividend and a dividend yield of 0.7%. Eli Lilly and Company’s dividend payout ratio (DPR) is presently 30.15%.

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.