Mairs & Power Inc. Reduces Stake in Eli Lilly and Company $LLY

Mairs & Power Inc. decreased its position in shares of Eli Lilly and Company (NYSE:LLY) by 2.0% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 358,177 shares of the company’s stock after selling 7,150 shares during the quarter. Eli Lilly and Company accounts for 2.6% of Mairs & Power Inc.’s portfolio, making the stock its 10th largest position. Mairs & Power Inc.’s holdings in Eli Lilly and Company were worth $273,289,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently made changes to their positions in the company. 10Elms LLP lifted its position in Eli Lilly and Company by 33.3% in the 3rd quarter. 10Elms LLP now owns 40 shares of the company’s stock valued at $31,000 after acquiring an additional 10 shares in the last quarter. Bridgewater Advisors Inc. increased its holdings in shares of Eli Lilly and Company by 0.3% in the 3rd quarter. Bridgewater Advisors Inc. now owns 3,955 shares of the company’s stock worth $3,018,000 after purchasing an additional 11 shares in the last quarter. Manske Wealth Management increased its holdings in shares of Eli Lilly and Company by 2.5% in the 3rd quarter. Manske Wealth Management now owns 448 shares of the company’s stock worth $342,000 after purchasing an additional 11 shares in the last quarter. Guardian Partners Inc. raised its stake in shares of Eli Lilly and Company by 0.3% in the third quarter. Guardian Partners Inc. now owns 4,000 shares of the company’s stock worth $3,302,000 after purchasing an additional 12 shares during the last quarter. Finally, Key Client Fiduciary Advisors LLC raised its stake in shares of Eli Lilly and Company by 1.2% in the third quarter. Key Client Fiduciary Advisors LLC now owns 1,136 shares of the company’s stock worth $867,000 after purchasing an additional 13 shares during the last quarter. Institutional investors own 82.53% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research firms recently commented on LLY. JPMorgan Chase & Co. increased their price objective on Eli Lilly and Company from $1,150.00 to $1,300.00 and gave the company an “overweight” rating in a research report on Thursday, February 5th. Leerink Partners boosted their target price on Eli Lilly and Company from $1,234.00 to $1,296.00 and gave the stock an “outperform” rating in a research report on Thursday, February 5th. CICC Research upped their target price on shares of Eli Lilly and Company from $1,060.00 to $1,107.00 and gave the company a “neutral” rating in a research note on Wednesday, February 11th. Wolfe Research raised their price target on shares of Eli Lilly and Company from $1,050.00 to $1,250.00 and gave the company an “outperform” rating in a report on Wednesday, December 3rd. Finally, Daiwa Securities Group lifted their price target on shares of Eli Lilly and Company from $1,230.00 to $1,250.00 and gave the stock a “buy” rating in a research note on Wednesday, February 18th. Two research analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $1,221.44.

Eli Lilly and Company Stock Up 0.3%

LLY stock opened at $987.83 on Tuesday. Eli Lilly and Company has a fifty-two week low of $623.78 and a fifty-two week high of $1,133.95. The business’s 50-day moving average is $1,036.20 and its two-hundred day moving average is $954.12. The company has a debt-to-equity ratio of 1.54, a quick ratio of 1.19 and a current ratio of 1.58. The company has a market cap of $933.32 billion, a price-to-earnings ratio of 43.04, a P/E/G ratio of 1.15 and a beta of 0.40.

Eli Lilly and Company (NYSE:LLY) last released its quarterly 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 business 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 business’s quarterly revenue was up 42.6% compared to the same quarter last year. During the same period in the previous year, the company posted $5.32 EPS. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. As a group, analysts forecast that Eli Lilly and Company will post 23.48 earnings per share for the current year.

Eli Lilly and Company News Summary

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

• Positive Sentiment: Wall Street bullishness: Several firms (including Bernstein/SocGen and mentions at Goldman) reiterated Outperform or high price targets (one cited $1,300), citing Lilly’s GLP‑1 leadership and the new Employer Connect program to broaden access to obesity meds. Wall Street Firms Turn Bullish on Eli Lilly and Company (LLY) Buoyed by GLP-1 Medication Expansion Plans
• Positive Sentiment: Clinical/regulatory upside — EBGLYSS (lebrikizumab) Phase 3 pediatric topline: strong skin‑clearance and itch relief in children (6 months–18 years), supporting potential label expansion and strengthening Lilly’s immunology/dermatology growth story. Lilly’s EBGLYSS (lebrikizumab-lbkz) is the first and only selective IL-13 inhibitor to deliver positive Phase 3 outcomes…
• Positive Sentiment: Capacity and market expansion: Reuters/Yahoo report that Lilly plans ~$3 billion investment in China over the next decade to build production capacity for orforglipron (oral GLP‑1), which could ease supply constraints if approved and support global rollout. Eli Lilly (LLY) to Invest $3 Billion in China Over the Next Decade, Reuters Reports
• Neutral Sentiment: Share structure chatter: Commentary that LLY could be a candidate for a future stock split (given high absolute price and growth) keeps the name on retail radars but is not an immediate fundamental change. 3 Stocks That Could Be Next to Announce a Stock Split (LLY)
• Neutral Sentiment: Congressional buying: Disclosed purchases by a member of Congress add anecdotal interest but are delayed disclosures and not a direct catalyst. Members of Congress Bought These 5 Stocks—Should You?
• Negative Sentiment: Emerging competitive risk — Structure Therapeutics and others reported strong midstage oral GLP‑1 weight‑loss results that at times rival injectables; market reaction to those data and speculation about takeover candidates increase competitive uncertainty for Lilly’s obesity franchise. Structure Weight-Loss Pill Results Rival Novo, Lilly Treatments
• Negative Sentiment: Valuation concerns: Commentary (The Motley Fool and others) warns that a high multiple and heavy bullish expectations leave LLY exposed to downside if growth or margin assumptions slip. Is There Too Much Bullishness Priced Into Eli Lilly’s Stock Price?

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.