Westfield Capital Management Co. LP Cuts Holdings in Eli Lilly and Company $LLY

Westfield Capital Management Co. LP trimmed its position in Eli Lilly and Company (NYSE:LLY) by 9.9% in the third quarter, according to its most recent filing with the SEC. The institutional investor owned 277,005 shares of the company’s stock after selling 30,488 shares during the period. Eli Lilly and Company comprises 0.9% of Westfield Capital Management Co. LP’s investment portfolio, making the stock its 21st biggest position. Westfield Capital Management Co. LP’s holdings in Eli Lilly and Company were worth $211,355,000 at the end of the most recent reporting period.

Other hedge funds have also recently modified their holdings of the company. Brighton Jones LLC grew its stake in Eli Lilly and Company by 22.0% in the 4th quarter. Brighton Jones LLC now owns 9,597 shares of the company’s stock valued at $7,409,000 after purchasing an additional 1,730 shares during the period. Revolve Wealth Partners LLC boosted its holdings in shares of Eli Lilly and Company by 2.8% in the 4th quarter. Revolve Wealth Partners LLC now owns 1,471 shares of the company’s stock worth $1,136,000 after buying an additional 40 shares during the last quarter. OneAscent Wealth Management LLC grew its position in Eli Lilly and Company by 32.0% during the second quarter. OneAscent Wealth Management LLC now owns 359 shares of the company’s stock valued at $280,000 after buying an additional 87 shares during the period. Sequoia Financial Advisors LLC increased its holdings in Eli Lilly and Company by 19.0% during the second quarter. Sequoia Financial Advisors LLC now owns 140,201 shares of the company’s stock worth $109,291,000 after buying an additional 22,410 shares during the last quarter. Finally, Schnieders Capital Management LLC. increased its holdings 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 buying an additional 1,141 shares during the last quarter. Institutional investors own 82.53% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research firms have weighed in on LLY. BMO Capital Markets reiterated 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. 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 report on Wednesday, February 18th. The Goldman Sachs Group set a $1,260.00 price objective on Eli Lilly and Company in a report on Thursday, February 5th. Guggenheim lowered their target price on Eli Lilly and Company from $1,163.00 to $1,161.00 and set a “buy” rating on the stock in a research note on Tuesday, January 20th. Finally, Loop Capital set a $1,200.00 price target on Eli Lilly and Company in a research report on Tuesday, February 10th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating and five have given a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $1,229.33.

More Eli Lilly and Company News

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

• Positive Sentiment: ACHIEVE‑3 head‑to‑head Phase 3 data published in The Lancet show oral orforglipron (36 mg) produced larger A1C reductions and substantially greater weight loss versus oral semaglutide, and Lilly says it has filed orforglipron in 40+ countries with potential U.S. action for obesity in Q2 2026. Lilly press release on ACHIEVE-3
• Positive Sentiment: Royal Bank of Canada initiated coverage / upgraded Lilly to a “moderate buy,” reflecting bullish analyst conviction that new obesity and diabetes assets support upside. Street Insider
• Positive Sentiment: Truist reaffirmed a buy rating on LLY after the head‑to‑head results, which can help underpin investor sentiment. MarketScreener
• Neutral Sentiment: Reuters published additional trial details highlighting the safety/side‑effect profile from the orforglipron vs oral semaglutide diabetes study — more safety detail lowers binary regulatory uncertainty but could raise monitoring in early commercialization. Reuters
• Neutral Sentiment: Bank of America tells investors Novo’s announced GLP‑1 list‑price cuts are unlikely to meaningfully dent U.S. market dynamics for rivals like Lilly, which tempers downside risk from competitor pricing moves. Yahoo / BofA coverage
• Negative Sentiment: Sector pressure from Novo Nordisk’s plan to cut U.S. list prices for Ozempic/Wegovy (reports of up to ~50% reductions) has already pressured GLP‑1 stocks; pricing moves raise the possibility of margin and competitive pricing pressure across the class. Yahoo: Novo halves US price

Eli Lilly and Company Price Performance

Eli Lilly and Company stock opened at $1,030.30 on Thursday. The firm has a market capitalization of $971.95 billion, a P/E ratio of 44.89, a PEG ratio of 1.21 and a beta of 0.39. Eli Lilly and Company has a one year low of $623.78 and a one year high of $1,133.95. The company has a debt-to-equity ratio of 1.54, a current ratio of 1.58 and a quick ratio of 1.19. The business has a fifty day moving average price of $1,054.25 and a 200-day moving average price of $924.46.

Eli Lilly and Company (NYSE:LLY) last issued its quarterly earnings data on Wednesday, February 4th. The company reported $7.54 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $7.48 by $0.06. The business had revenue of $19.29 billion for the quarter, compared to analysts’ expectations of $17.85 billion. Eli Lilly and Company had a return on equity of 102.94% and a net margin of 31.66%.The firm’s quarterly revenue was up 42.6% on a year-over-year basis. During the same quarter in the prior year, the firm posted $5.32 EPS. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. As a group, equities research analysts forecast that Eli Lilly and Company will post 23.48 EPS for the current year.

Eli Lilly and Company Increases Dividend

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

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.