Integrated Wealth Concepts LLC Has $28.93 Million Stock Position in Eli Lilly and Company $LLY

Integrated Wealth Concepts LLC boosted its holdings in Eli Lilly and Company (NYSE:LLY) by 23.5% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 37,922 shares of the company’s stock after purchasing an additional 7,225 shares during the quarter. Integrated Wealth Concepts LLC’s holdings in Eli Lilly and Company were worth $28,934,000 at the end of the most recent quarter.

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

Analyst Ratings Changes

A number of research firms have recently issued reports on LLY. National Bank Financial set a $1,286.00 target price on Eli Lilly and Company in a research note on Monday, December 1st. Daiwa Securities Group upped their price target on 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. Argus increased their price target on Eli Lilly and Company from $930.00 to $1,200.00 and gave the stock a “buy” rating in a report on Monday, February 9th. Royal Bank Of Canada initiated coverage on Eli Lilly and Company in a research note on Tuesday, February 24th. They issued an “outperform” rating and a $1,250.00 price objective for the company. Finally, Cantor Fitzgerald boosted their price objective on Eli Lilly and Company from $985.00 to $1,205.00 and gave the company an “overweight” rating in a report on Thursday, February 5th. Two analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating and five have issued a Hold rating to the company. According to MarketBeat, Eli Lilly and Company has an average rating of “Moderate Buy” and a consensus price target of $1,229.59.

Eli Lilly and Company Trading Up 0.3%

NYSE:LLY opened at $987.83 on Tuesday. The company has a debt-to-equity ratio of 1.54, a current ratio of 1.58 and a quick ratio of 1.19. 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 market cap of $933.32 billion, a PE ratio of 43.04, a PEG ratio of 1.15 and a beta of 0.40. The firm has a 50-day moving average of $1,036.20 and a 200-day moving average of $954.12.

Eli Lilly and Company (NYSE:LLY) last announced its quarterly earnings results 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. 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 net margin of 31.66% and a return on equity of 102.94%. The firm’s revenue for the quarter was up 42.6% compared to the same quarter last year. 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. As a group, equities research analysts expect that Eli Lilly and Company will post 23.48 EPS for the current fiscal year.

Key Stories Impacting Eli Lilly and Company

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

• Positive Sentiment: Top analysts reiterated bullish ratings and raised targets for LLY, citing continued GLP‑1 growth and the launch of Employer Connect to broaden access to obesity medicines — supporting upside expectations. Wall Street Firms Turn Bullish on Eli Lilly and Company (LLY) Buoyed by GLP-1 Medication Expansion Plans
• Positive Sentiment: Positive topline Phase 3 pediatric results for EBGLYSS (lebrikizumab) showed meaningful skin clearance and itch relief in children 6 months–18 years, supporting potential label expansion and strengthening Lilly’s immunology growth story. Lilly’s EBGLYSS is first selective IL-13 inhibitor with positive Phase 3 pediatric outcomes
• Positive Sentiment: Management is expanding manufacturing and market reach (including plans to invest in China) to support rollout of orforglipron and other GLP‑1 products, which investors view as capacity/readiness positives for future revenue. Eli Lilly (LLY) to Invest $3 Billion in China Over the Next Decade, Reuters Reports
• Neutral Sentiment: A congressional purchase of LLY was disclosed (standard 45‑day lag); such filings can draw attention but are typically not a fresh driver for price moves once public. Members of Congress Bought These 5 Stocks—Should You?
• Negative Sentiment: New rival oral GLP‑1 candidates are posting strong mid‑stage weight‑loss results (Structure Therapeutics and others), raising competitive risk that could pressure Lilly’s market share or pricing over time. Structure Weight-Loss Pill Results Rival Novo, Lilly Treatments
• Negative Sentiment: Investor commentary warns valuation already reflects a lot of GLP‑1 upside, suggesting limited near‑term upside and greater sensitivity to any negative news or weaker growth execution. 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.