Trust Investment Advisors Reduces Stake in Eli Lilly and Company $LLY

Trust Investment Advisors trimmed its holdings in shares of Eli Lilly and Company (NYSE:LLY) by 2.7% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 20,225 shares of the company’s stock after selling 568 shares during the period. Eli Lilly and Company comprises about 11.6% of Trust Investment Advisors’ portfolio, making the stock its largest position. Trust Investment Advisors’ holdings in Eli Lilly and Company were worth $21,735,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in LLY. Maryland Capital Advisors Inc. bought a new position in Eli Lilly and Company during the 4th quarter worth about $25,000. Vermillion & White Wealth Management Group LLC grew its holdings in Eli Lilly and Company by 84.2% during the 3rd quarter. Vermillion & White Wealth Management Group LLC now owns 35 shares of the company’s stock worth $27,000 after acquiring an additional 16 shares in the last quarter. Evolution Wealth Management Inc. bought a new position in Eli Lilly and Company during the 2nd quarter worth about $29,000. Steph & Co. grew its holdings in Eli Lilly and Company by 290.0% during the 3rd quarter. Steph & Co. now owns 39 shares of the company’s stock worth $30,000 after acquiring an additional 29 shares in the last quarter. Finally, 10Elms LLP grew its holdings in Eli Lilly and Company by 33.3% during the 3rd quarter. 10Elms LLP now owns 40 shares of the company’s stock worth $31,000 after acquiring an additional 10 shares in the last quarter. 82.53% of the stock is currently owned by institutional investors.

Eli Lilly and Company Stock Up 2.3%

NYSE:LLY opened at $952.24 on Thursday. Eli Lilly and Company has a fifty-two week low of $623.78 and a fifty-two week high of $1,133.95. The stock has a market capitalization of $899.69 billion, a P/E ratio of 41.49, a P/E/G ratio of 1.09 and a beta of 0.51. The company has a debt-to-equity ratio of 1.54, a quick ratio of 1.19 and a current ratio of 1.58. The company’s 50-day simple moving average is $987.31 and its 200-day simple moving average is $973.10.

Eli Lilly and Company (NYSE:LLY) last released its earnings results on Wednesday, February 4th. The company reported $7.54 EPS for the quarter, topping analysts’ consensus estimates of $7.48 by $0.06. The company had revenue of $19.29 billion during 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%. Eli Lilly and Company’s revenue for the quarter was up 42.6% on a year-over-year basis. During the same period last year, the business earned $5.32 EPS. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. On average, equities analysts anticipate that Eli Lilly and Company will post 23.48 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

LLY has been the topic of several recent research reports. Morgan Stanley reiterated an “overweight” rating and set a $1,313.00 target price on shares of Eli Lilly and Company in a report on Thursday, March 5th. Weiss Ratings restated a “buy (b)” rating on shares of Eli Lilly and Company in a report on Friday, March 27th. Wall Street Zen cut shares of Eli Lilly and Company from a “strong-buy” rating to a “buy” rating in a report on Monday. Freedom Capital upgraded shares of Eli Lilly and Company from a “hold” rating to a “strong-buy” rating in a report on Tuesday, February 10th. Finally, Barclays initiated coverage on shares of Eli Lilly and Company in a report on Thursday, February 19th. They issued an “overweight” rating and a $1,350.00 price target on the stock. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, four have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $1,222.22.

More Eli Lilly and Company News

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

• Positive Sentiment: FDA approval and commercial setup: Lilly secured approval for its oral weight‑loss drug Foundayo and management says production is ready to scale, supporting near‑term revenue upside from obesity treatments. Great News for Eli Lilly Stock Investors!
• Positive Sentiment: Buy arguments and analyst support: multiple bullish writeups (including a “3 Reasons To Buy” piece and a modest price‑target raise after approval) highlight durable cash flows from GLP‑1 drugs and refreshed upside assumptions. 3 Reasons To Buy Eli Lilly Now Price Target Raised After FDA Approval
• Positive Sentiment: Pipeline diversification: Lilly amended its collaboration with AC Immune to advance next‑generation tau inhibitors toward IND‑enabling studies in 2026, expanding long‑term Alzheimer’s/neurodegeneration exposure beyond metabolic drugs. Eli Lilly Extends AC Immune Tau Pact
• Neutral Sentiment: Investor attention and commentary: Zacks and other outlets note heavy investor interest and that Lilly has lagged recent market gains despite its headline activity — useful context for short‑term volume/volatility. Eli Lilly (LLY) Ascends But Remains Behind Market
• Negative Sentiment: Competitive pricing pressure: Novo Nordisk launched a higher‑dose Wegovy at a significantly lower cash price than Lilly’s Zepbound/Foundayo positioning, creating margin and market‑share risks in the obesity market. Novo Nordisk Unveils $399 Wegovy HD
• Negative Sentiment: Analyst downgrade / short‑term sell pressure: reports show at least one analyst downgrade that pushed intraday selling and headlines about the stock dipping after the new approval, reflecting investor sensitivity to competition and side‑effect narratives. Trading Down on Analyst Downgrade Stock Dips Following FDA Approval
• Negative Sentiment: Valuation/forecast adjustments: at least one research note trimmed fair‑value assumptions slightly while leaving a high base case, underscoring debates over how much obesity/diabetes upside is already priced in. Obesity & Diabetes Story Reframes Investment Narrative

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.