FUKOKU MUTUAL LIFE INSURANCE Co Reduces Holdings in Eli Lilly and Company $LLY

FUKOKU MUTUAL LIFE INSURANCE Co lessened its holdings in Eli Lilly and Company (NYSE:LLY) by 32.5% during the 3rd quarter, Holdings Channel reports. The firm owned 3,309 shares of the company’s stock after selling 1,591 shares during the quarter. FUKOKU MUTUAL LIFE INSURANCE Co’s holdings in Eli Lilly and Company were worth $2,525,000 at the end of the most recent reporting period.

A number of other hedge funds have also modified their holdings of the business. Vanguard Group Inc. raised its holdings in shares of Eli Lilly and Company by 0.7% in the third 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 last quarter. Laurel Wealth Advisors LLC increased its position in Eli Lilly and Company by 78,621.2% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 11,552,336 shares of the company’s stock worth $9,005,392,000 after purchasing an additional 11,537,661 shares in the last quarter. Norges Bank acquired a new position in Eli Lilly and Company in the 2nd quarter valued at about $8,827,714,000. Charles Schwab Investment Management Inc. lifted its holdings in Eli Lilly and Company by 2.0% in the 2nd quarter. Charles Schwab Investment Management Inc. now owns 5,359,653 shares of the company’s stock valued at $4,178,010,000 after purchasing an additional 103,119 shares in the last quarter. Finally, Franklin Resources Inc. boosted its stake in shares of Eli Lilly and Company by 13.4% during the 2nd quarter. Franklin Resources Inc. now owns 4,766,865 shares of the company’s stock worth $3,715,913,000 after purchasing an additional 564,736 shares during the last quarter. 82.53% of the stock is owned by hedge funds and other institutional investors.

Eli Lilly and Company News Summary

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

• Positive Sentiment: RBC Capital initiated coverage of LLY with an Outperform rating and $1,250 price target, citing Lilly’s obesity franchise as likely to dominate through 2030 — a vote of confidence that supports multiple‑year growth expectations. RBC Capital Initiates Eli Lilly (LLY), Cites Long-Term Leadership in Obesity Market
• Positive Sentiment: Detailed ACHIEVE‑3/Phase 3 results show oral orforglipron outperformed oral semaglutide on A1C and weight loss; Lilly has submitted filings in 40+ countries and is eyeing potential U.S. action for obesity in Q2 — this readout is the primary near‑term catalyst for revenue upside. Lilly’s oral GLP-1, orforglipron, delivered superior blood sugar control and weight loss
• Positive Sentiment: Local permits approved for a $77M expansion of Lilly’s Concord, NC manufacturing campus — a capacity investment that supports expected higher demand for GLP‑1 products and reduces execution risk from supply constraints. Eli Lilly plans $77M expansion of manufacturing campus in Concord
• Positive Sentiment: High‑profile endorsements and analyst upgrades — including Jim Cramer recommending Lilly over Novo and Guggenheim nudging its price target higher — are pushing investor sentiment toward Lilly as the GLP‑1 sector consolidates. Jim Cramer Recommends Eli Lilly over Novo Nordisk Guggenheim adjusts price target on Eli Lilly
• Neutral Sentiment: BofA and other brokers argue Novo Nordisk’s recent GLP‑1 list‑price moves shouldn’t materially dent Lilly’s U.S. franchise, tempering fears of a price war — this helps explain resilient analyst views despite industry noise. Eli Lilly (LLY) Seen Resilient as BofA Downplays Novo Nordisk GLP-1 Price Impact
• Neutral Sentiment: Reuters and other outlets published additional safety/side‑effect details from the orforglipron diabetes trial — important for regulatory review but not showing any immediate red flags that would derail approval plans. Eli Lilly reports additional data on weight-loss pill from diabetes trial
• Negative Sentiment: Industry pricing pressure from Novo’s recent GLP‑1 list‑price cuts remains a potential headwind for gross‑to‑net and pricing dynamics; if rivals deepen price competition, margin expansion could be constrained over time. Eli Lilly stock down as Novo cuts GLP-1 prices

Analysts Set New Price Targets

A number of equities analysts have recently weighed in on the stock. HSBC reissued a “hold” rating and issued a $1,070.00 price objective on shares of Eli Lilly and Company in a research report on Wednesday, December 10th. Loop Capital set a $1,200.00 price target on Eli Lilly and Company in a report on Tuesday, February 10th. Argus raised their price objective 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. Truist Financial reaffirmed a “buy” rating on shares of Eli Lilly and Company in a research report on Monday. Finally, Daiwa Securities Group increased their target price on Eli Lilly and Company from $1,230.00 to $1,250.00 and gave the stock a “buy” rating in a research report on Wednesday, February 18th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating and five have given a Hold rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $1,229.59.

Eli Lilly and Company Trading Down 0.6%

LLY stock opened at $1,022.16 on Friday. The company has a quick ratio of 1.19, a current ratio of 1.58 and a debt-to-equity ratio of 1.54. The company has a market cap of $964.26 billion, a price-to-earnings ratio of 44.54, a PEG ratio of 1.20 and a beta of 0.39. The business has a fifty day simple moving average of $1,053.57 and a 200-day simple moving average of $925.14. Eli Lilly and Company has a 52 week low of $623.78 and a 52 week high of $1,133.95.

Eli Lilly and Company (NYSE:LLY) last posted its quarterly earnings results on Wednesday, February 4th. The company reported $7.54 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $7.48 by $0.06. The firm had revenue of $19.29 billion during the quarter, compared to the consensus estimate of $17.85 billion. Eli Lilly and Company had a return on equity of 102.94% and a net margin of 31.66%.The firm’s quarterly revenue was up 42.6% compared to the same quarter last year. During the same quarter in the previous year, the business earned $5.32 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. On average, equities research analysts expect that Eli Lilly and Company will post 23.48 EPS for the current year.

Eli Lilly and Company Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Friday, February 13th will be issued a $1.73 dividend. The ex-dividend date is Friday, February 13th. This is a positive change from Eli Lilly and Company’s previous quarterly dividend of $1.50. This represents a $6.92 annualized dividend and a yield of 0.7%. Eli Lilly and Company’s payout ratio is 30.15%.

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.