Marshall Investment Management LLC Invests $2.58 Million in Eli Lilly and Company $LLY

Marshall Investment Management LLC bought a new position in shares of Eli Lilly and Company (NYSE:LLY) during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 3,376 shares of the company’s stock, valued at approximately $2,576,000. Eli Lilly and Company accounts for about 1.4% of Marshall Investment Management LLC’s holdings, making the stock its 26th largest holding.

Other hedge funds have also recently added to or reduced their stakes in the company. Sumitomo Mitsui Financial Group Inc. acquired a new stake in shares of Eli Lilly and Company in the 2nd quarter valued at $27,000. Evolution Wealth Management Inc. acquired a new position in shares of Eli Lilly and Company during the second quarter worth $29,000. Steph & Co. increased its holdings 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 buying an additional 29 shares during the last quarter. Financial Gravity Companies Inc. purchased a new position in Eli Lilly and Company in the second quarter valued at $31,000. Finally, Bare Financial Services Inc increased its holdings in Eli Lilly and Company by 263.6% in the second quarter. Bare Financial Services Inc now owns 40 shares of the company’s stock valued at $31,000 after buying an additional 29 shares during the last quarter. Institutional investors and hedge funds own 82.53% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of analysts have issued reports on the company. Royal Bank Of Canada started coverage on Eli Lilly and Company in a report on Tuesday, February 24th. They set an “outperform” rating and a $1,250.00 price target for the company. Weiss Ratings reissued a “buy (b-)” rating on shares of Eli Lilly and Company in a research report on Monday, December 22nd. Bank of America decreased their target price on Eli Lilly and Company from $1,286.00 to $1,268.00 and set a “buy” rating for the company in a research note on Monday, December 15th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and issued a $1,285.00 price target on shares of Eli Lilly and Company in a report on Friday, March 6th. Finally, Sanford C. Bernstein reiterated an “outperform” rating on shares of Eli Lilly and Company in a research note on Tuesday, March 10th. Two research analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating and five have assigned a Hold rating to the company. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $1,229.59.

Key Headlines Impacting Eli Lilly and Company

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

• Positive Sentiment: Wall Street bullishness: Several firms (including Bernstein/SocGen and mentions at Goldman) reiterated Outperform or high price targets (one cited $1,300), citing Lilly’s GLP‑1 leadership and the new Employer Connect program to broaden access to obesity meds. Wall Street Firms Turn Bullish on Eli Lilly and Company (LLY) Buoyed by GLP-1 Medication Expansion Plans
• Positive Sentiment: Clinical/regulatory upside — EBGLYSS (lebrikizumab) Phase 3 pediatric topline: strong skin‑clearance and itch relief in children (6 months–18 years), supporting potential label expansion and strengthening Lilly’s immunology/dermatology growth story. Lilly’s EBGLYSS (lebrikizumab-lbkz) is the first and only selective IL-13 inhibitor to deliver positive Phase 3 outcomes…
• Positive Sentiment: Capacity and market expansion: Reuters/Yahoo report that Lilly plans ~$3 billion investment in China over the next decade to build production capacity for orforglipron (oral GLP‑1), which could ease supply constraints if approved and support global rollout. Eli Lilly (LLY) to Invest $3 Billion in China Over the Next Decade, Reuters Reports
• Neutral Sentiment: Share structure chatter: Commentary that LLY could be a candidate for a future stock split (given high absolute price and growth) keeps the name on retail radars but is not an immediate fundamental change. 3 Stocks That Could Be Next to Announce a Stock Split (LLY)
• Neutral Sentiment: Congressional buying: Disclosed purchases by a member of Congress add anecdotal interest but are delayed disclosures and not a direct catalyst. Members of Congress Bought These 5 Stocks—Should You?
• Negative Sentiment: Emerging competitive risk — Structure Therapeutics and others reported strong midstage oral GLP‑1 weight‑loss results that at times rival injectables; market reaction to those data and speculation about takeover candidates increase competitive uncertainty for Lilly’s obesity franchise. Structure Weight-Loss Pill Results Rival Novo, Lilly Treatments
• Negative Sentiment: Valuation concerns: Commentary (The Motley Fool and others) warns that a high multiple and heavy bullish expectations leave LLY exposed to downside if growth or margin assumptions slip. Is There Too Much Bullishness Priced Into Eli Lilly’s Stock Price?

Eli Lilly and Company Stock Performance

Shares of LLY stock opened at $987.83 on Tuesday. The stock’s 50-day moving average is $1,036.20 and its two-hundred day moving average is $954.12. The firm has a market cap of $933.32 billion, a price-to-earnings ratio of 43.04, a PEG ratio of 1.15 and a beta of 0.40. Eli Lilly and Company has a 1 year low of $623.78 and a 1 year high of $1,133.95. 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 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 business had revenue of $19.29 billion for the quarter, compared to analysts’ expectations of $17.85 billion. Eli Lilly and Company had a return on equity of 102.94% and a net margin of 31.66%.The business’s revenue was up 42.6% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $5.32 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. Analysts predict that Eli Lilly and Company will post 23.48 earnings per share for the current year.

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.