Opes Wealth Management LLC Cuts Stake in Eli Lilly and Company $LLY

Opes Wealth Management LLC cut its stake in Eli Lilly and Company (NYSE:LLY) by 72.9% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 417 shares of the company’s stock after selling 1,119 shares during the period. Opes Wealth Management LLC’s holdings in Eli Lilly and Company were worth $318,000 as of its most recent SEC filing.

A number of other institutional investors have also recently bought and sold shares of LLY. 10Elms LLP raised its stake in Eli Lilly and Company by 33.3% during the third quarter. 10Elms LLP now owns 40 shares of the company’s stock worth $31,000 after purchasing an additional 10 shares during the period. Bridgewater Advisors Inc. grew its stake in shares of Eli Lilly and Company by 0.3% during the 3rd quarter. Bridgewater Advisors Inc. now owns 3,955 shares of the company’s stock valued at $3,018,000 after buying an additional 11 shares during the period. Manske Wealth Management increased its holdings in shares of Eli Lilly and Company by 2.5% during the 3rd quarter. Manske Wealth Management now owns 448 shares of the company’s stock worth $342,000 after buying an additional 11 shares during the last quarter. Guardian Partners Inc. increased its holdings in shares of Eli Lilly and Company by 0.3% during the 3rd quarter. Guardian Partners Inc. now owns 4,000 shares of the company’s stock worth $3,302,000 after buying an additional 12 shares during the last quarter. Finally, FSA Wealth Management LLC raised its position in shares of Eli Lilly and Company by 4.0% in the 3rd quarter. FSA Wealth Management LLC now owns 309 shares of the company’s stock worth $236,000 after buying an additional 12 shares during the period. 82.53% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of research analysts recently weighed in on LLY shares. Guggenheim lifted their target price on Eli Lilly and Company from $1,161.00 to $1,168.00 and gave the company a “buy” rating in a report on Thursday, February 26th. CICC Research upped their price target on Eli Lilly and Company from $1,060.00 to $1,107.00 and gave the stock a “neutral” rating in a research note on Wednesday, February 11th. UBS Group reaffirmed a “buy” rating on shares of Eli Lilly and Company in a research note on Wednesday. Scotiabank reiterated an “outperform” rating and set a $1,300.00 target price on shares of Eli Lilly and Company in a report on Thursday, February 5th. Finally, The Goldman Sachs Group set a $1,260.00 target price on shares of Eli Lilly and Company in a research report on Thursday, February 5th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Eli Lilly and Company has a consensus rating of “Moderate Buy” and a consensus price target of $1,221.44.

Key Headlines Impacting Eli Lilly and Company

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

• Positive Sentiment: Study finds stopping GLP‑1s raises heart attack, stroke and death risk — this supports chronic use of Lilly’s diabetes/obesity medicines, which can support long-term revenue and pricing resilience. Healthy Returns: Stopping GLP-1s raises risk of heart attack, stroke and death, study says
• Positive Sentiment: Lilly is investing heavily in manufacturing capacity — $1.8B to update Indianapolis operations plus plans for a $3.5B Pennsylvania plant — which supports supply readiness as demand scales and could ease future bottlenecks. Lilly spending $1.8B to update Indianapolis manufacturing operations Eli Lilly’s road to Pennsylvania, details of new $3.5B plant, celebrated in the Lehigh Valley
• Neutral Sentiment: Opinion pieces weigh competitive dynamics—some bullish views argue Lilly remains a market leader and a buy alongside peers (Roche), highlighting structural growth; these are balanced takes rather than new data. Roche Vs. Eli Lilly: Nvidia Deals, Obesity Battles Stoke Rivalry (I’d Buy Both)
• Neutral Sentiment: Technical/market commentary notes the stock is oversold after the pullback and approaching potential support levels—this frames a “buy‑the‑dip” debate but is not a fundamental catalyst. Stock Of The Day: Is The Eli Lilly Selloff Over?
• Negative Sentiment: HSBC downgraded LLY to “Reduce” (from Hold), cutting its price target to $850 and citing U.S. pricing pressure, intensifying competition (oral pills, rival GLP‑1s) and what it sees as overhyped obesity‑market assumptions—this is the primary driver of the day’s share weakness. Eli Lilly and Company (LLY) Gets Downgraded to Reduce From Hold by HSBC – Here’s Why
• Negative Sentiment: Multiple analyst writeups and headlines highlight heightened rivalry (Novo Nordisk, Roche), mixed FDA signals around oral obesity pills and the risk that market share/pricing assumptions for tirzepatide products may be too optimistic—adding to near‑term downside risk. ‘Run for the Hills,’ Says Analyst About Eli Lilly Stock (LLY) Eli Lilly Falls 5% — FDA Oral Obesity Pill Decision and Novo Nordisk Rivalry Weigh on Shares

Eli Lilly and Company Stock Down 1.4%

Shares of NYSE LLY opened at $916.88 on Thursday. The stock has a fifty day moving average price of $1,029.72 and a 200 day moving average price of $955.25. The company has a current ratio of 1.58, a quick ratio of 1.19 and a debt-to-equity ratio of 1.54. Eli Lilly and Company has a 12-month low of $623.78 and a 12-month high of $1,133.95. The company has a market cap of $866.28 billion, a P/E ratio of 39.95, a P/E/G ratio of 1.08 and a beta of 0.40.

Eli Lilly and Company (NYSE:LLY) last issued its quarterly earnings data on Wednesday, February 4th. The company reported $7.54 EPS for the quarter, topping analysts’ consensus estimates 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 company had revenue of $19.29 billion for the quarter, compared to analysts’ expectations of $17.85 billion. During the same quarter in the previous year, the firm 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. Research analysts anticipate that Eli Lilly and Company will post 23.48 EPS for the current fiscal year.

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.