Sendero Wealth Management LLC Buys New Position in Eli Lilly and Company $LLY

Sendero Wealth Management LLC purchased a new position in shares of Eli Lilly and Company (NYSE:LLY) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm purchased 785 shares of the company’s stock, valued at approximately $843,000.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Vanguard Group Inc. grew its stake in shares of Eli Lilly and Company by 0.7% during the 3rd quarter. Vanguard Group Inc. now owns 80,959,089 shares of the company’s stock worth $61,771,785,000 after acquiring an additional 551,659 shares during the period. State Street Corp lifted its holdings in Eli Lilly and Company by 0.6% during the third quarter. State Street Corp now owns 34,726,558 shares of the company’s stock valued at $26,496,364,000 after purchasing an additional 219,590 shares during the last quarter. Capital Research Global Investors boosted its position in Eli Lilly and Company by 20.9% during the third quarter. Capital Research Global Investors now owns 25,088,371 shares of the company’s stock worth $19,141,787,000 after purchasing an additional 4,332,008 shares during the period. Wellington Management Group LLP increased its stake in shares of Eli Lilly and Company by 4.1% in the third quarter. Wellington Management Group LLP now owns 14,563,780 shares of the company’s stock worth $11,112,164,000 after purchasing an additional 574,229 shares in the last quarter. Finally, Capital International Investors increased its stake in shares of Eli Lilly and Company by 6.1% in 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 in the last quarter. 82.53% of the stock is currently owned by hedge funds and other institutional investors.

Eli Lilly and Company Trading Down 2.1%

Eli Lilly and Company stock opened at $878.10 on Friday. The stock has a market cap of $829.65 billion, a P/E ratio of 38.26, a PEG ratio of 1.02 and a beta of 0.40. Eli Lilly and Company has a fifty-two week low of $623.78 and a fifty-two week high of $1,133.95. The firm’s fifty day moving average price is $1,007.25 and its 200-day moving average price is $963.41. The company has a debt-to-equity ratio of 1.54, a quick ratio of 1.19 and a current ratio of 1.58.

Eli Lilly and Company (NYSE:LLY) last posted its quarterly earnings data on Wednesday, February 4th. The company reported $7.54 earnings per share (EPS) 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 company had revenue of $19.29 billion during the quarter, compared to analyst estimates of $17.85 billion. During the same quarter last year, the company earned $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. Equities research analysts forecast that Eli Lilly and Company will post 23.48 earnings per share for the current fiscal year.

Trending Headlines about Eli Lilly and Company

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

• Positive Sentiment: Long-term efficacy data for EBGLYSS (lebrikizumab-lbkz) — new ADlong Phase 3b data show up to four years of durable skin clearance and itch relief, which strengthens Lilly’s immunology franchise beyond GLP-1s and supports future revenue durability. Lilly’s EBGLYSS (lebrikizumab-lbkz) delivered up to four years of durable disease control for patients with moderate-to-severe atopic dermatitis
• Positive Sentiment: Analyst estimate increases — Erste Group raised FY2026/2027 EPS assumptions, signaling improved analyst confidence in Lilly’s earnings trajectory. This supports longer-term upside expectations. Eli Lilly and Company Price/Analyst Coverage
• Positive Sentiment: Brokerage sentiment remains favorable — the stock carries an average rating of “Moderate Buy,” which can anchor buying interest on dips. Eli Lilly and Company (NYSE:LLY) Receives Average Rating of “Moderate Buy” from Brokerages
• Neutral Sentiment: Fund commentary — Janus Henderson’s “Forty Fund” mentioned LLY in its Q4/2025 letter, reflecting institutional interest but not a direct catalyst. Janus Henderson Forty Fund’s Updates on Eli Lilly and Company (LLY)
• Neutral Sentiment: Biotech market activity — new IPOs (e.g., Kailera Therapeutics) and industry reports keep capital flows and competition evolving but are not LLY-specific catalysts. Kailera Therapeutics files for US IPO
• Neutral Sentiment: Supreme Court action — Lilly has asked the U.S. Supreme Court to revisit a Civil War–era whistleblower law; the move could limit future qui tam exposure if successful, but outcome and timing are uncertain. Eli Lilly targets Civil War-era whistleblower law at US Supreme Court
• Negative Sentiment: RICO lawsuit risk — a filed RICO suit alleges conduct that, if successful, could lead to multi‑billion dollar damages, representing a clear legal overhang and downside risk to the stock. RICO suit vs. Lilly could reap billions if successful
• Negative Sentiment: Sector weakness — the NYSE Health Care Index was softer late in the session, creating downward pressure across large-cap pharma including LLY. Sector Update: Health Care Stocks Softer Late Afternoon

Wall Street Analysts Forecast Growth

LLY has been the topic of a number of recent research reports. Weiss Ratings restated a “buy (b-)” rating on shares of Eli Lilly and Company in a research note on Monday, December 22nd. Zacks Research lowered Eli Lilly and Company from a “strong-buy” rating to a “hold” rating in a research note on Friday, January 30th. UBS Group restated a “buy” rating on shares of Eli Lilly and Company in a research note on Wednesday, March 18th. Rothschild & Co Redburn lifted their target price on Eli Lilly and Company from $775.00 to $830.00 and gave the company a “neutral” rating in a report on Monday, January 26th. Finally, Bank of America decreased their price target on Eli Lilly and Company from $1,286.00 to $1,268.00 and set a “buy” rating on the stock in a research report on Monday, December 15th. Two investment 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 issued a Sell rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $1,221.44.

Eli Lilly and Company 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.