Fortis Capital Advisors LLC increased its stake in Eli Lilly and Company (NYSE:LLY – Free Report) by 86.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 3,004 shares of the company’s stock after buying an additional 1,391 shares during the quarter. Fortis Capital Advisors LLC’s holdings in Eli Lilly and Company were worth $3,229,000 as of its most recent SEC filing.
A number of other institutional investors also recently bought and sold shares of LLY. Capital Research Global Investors lifted its position in Eli Lilly and Company by 20.9% in the third quarter. Capital Research Global Investors now owns 25,088,371 shares of the company’s stock worth $19,141,787,000 after buying an additional 4,332,008 shares during the last quarter. Amundi lifted its position in Eli Lilly and Company by 27.1% in the third quarter. Amundi now owns 4,525,902 shares of the company’s stock worth $3,823,977,000 after buying an additional 964,675 shares during the last quarter. Victory Capital Management Inc. lifted its position in shares of Eli Lilly and Company by 47.6% during the third quarter. Victory Capital Management Inc. now owns 2,309,006 shares of the company’s stock worth $1,761,772,000 after purchasing an additional 744,868 shares during the last quarter. Danske Bank A S bought a new stake in shares of Eli Lilly and Company during the third quarter worth $512,022,000. Finally, Capital International Investors lifted its position in shares of Eli Lilly and Company by 6.1% during the third quarter. Capital International Investors now owns 10,001,509 shares of the company’s stock worth $7,628,447,000 after purchasing an additional 579,381 shares during the last quarter. 82.53% of the stock is currently owned by institutional investors.
Trending Headlines about Eli Lilly and Company
Here are the key news stories impacting Eli Lilly and Company this week:
- Positive Sentiment: Lilly agreed to acquire Kelonia Therapeutics in a deal worth up to $7B to add an in‑vivo CAR‑T platform and early-stage oncology assets — viewed by analysts as a meaningful step to diversify beyond GLP‑1s and build long‑term growth. Eli Lilly’s US$7b Kelonia Deal Reshapes Oncology And Valuation Story
- Positive Sentiment: Analysts are upping conviction: Guggenheim raised its price target and maintained a Buy, BMO reiterated Outperform with a $1,300 target, and UBS/Bernstein commentary has been bullish — supporting investor demand after the deal and ahead of earnings. Guggenheim Adjusts Price Target on Eli Lilly
- Positive Sentiment: Topline ACHIEVE‑4 results for Foundayo versus insulin glargine and commentary that post‑marketing requirements look manageable have reduced regulatory uncertainty around Lilly’s diabetes franchise. That helps near‑term sentiment on earnings and guidance. Why You Should Not Worry About Eli Lilly and Company’s Foundayo Treatment Prospects
- Neutral Sentiment: Debate over valuation persists — some pieces argue LLY’s premium multiple is justified by growth, others note a wide gap vs. peers like Novo Nordisk; that fuels mixed investor positioning rather than a clear buy/sell signal. Is Eli Lilly Stock Actually … Cheap?
- Negative Sentiment: Competitive and distribution risk: coverage on Amazon potentially entering GLP‑1 distribution has raised concerns about pricing/market share dynamics for the lucrative weight‑loss franchise. Lilly and Novo Stocks Are Tumbling. How Amazon Is Shaking Up the GLP-1 Game.
- Negative Sentiment: Legal and partnership noise: a court allowed Lilly’s lawsuit against a telehealth weight‑loss drug seller to proceed, and Lilly ended a collaboration that returned rights to Rigel — items that create near‑term headline risk and modest uncertainty. Eli Lilly can proceed with lawsuit against telehealth seller of weight-loss drugs
Eli Lilly and Company Stock Performance
Eli Lilly and Company (NYSE:LLY – Get Free Report) last released its quarterly earnings data on Wednesday, February 4th. The company reported $7.54 earnings per share for the quarter, beating the consensus estimate of $7.48 by $0.06. Eli Lilly and Company had a return on equity of 102.94% and a net margin of 31.66%.The firm had revenue of $19.29 billion during the quarter, compared to the consensus estimate of $17.85 billion. During the same period in the previous year, the company posted $5.32 earnings per share. The firm’s quarterly revenue was up 42.6% on a year-over-year basis. 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 33.95 EPS for the current fiscal year.
Wall Street Analyst Weigh In
LLY has been the subject of several research analyst reports. BMO Capital Markets reiterated an “outperform” rating and set a $1,300.00 target price on shares of Eli Lilly and Company in a research report on Thursday, February 5th. UBS Group reiterated a “buy” rating on shares of Eli Lilly and Company in a research report on Wednesday, March 18th. Freedom Capital upgraded Eli Lilly and Company from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, February 10th. Zacks Research downgraded Eli Lilly and Company from a “strong-buy” rating to a “hold” rating in a research report on Friday, January 30th. Finally, Bank of America lifted their target price on Eli Lilly and Company from $1,293.00 to $1,294.00 and gave the stock a “buy” rating in a research report on Thursday, April 2nd. Two research analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $1,225.33.
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.
See Also
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