Mainstay Capital Management LLC ADV Has $1.17 Million Holdings in Eli Lilly and Company $LLY

Mainstay Capital Management LLC ADV trimmed its position in shares of Eli Lilly and Company (NYSE:LLY) by 48.0% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,532 shares of the company’s stock after selling 1,416 shares during the quarter. Mainstay Capital Management LLC ADV’s holdings in Eli Lilly and Company were worth $1,169,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of the company. Sumitomo Mitsui Financial Group Inc. bought a new stake in Eli Lilly and Company during the 2nd quarter valued at $27,000. Vermillion & White Wealth Management Group LLC lifted its stake in shares of Eli Lilly and Company by 84.2% in the third quarter. Vermillion & White Wealth Management Group LLC now owns 35 shares of the company’s stock valued at $27,000 after buying an additional 16 shares in the last quarter. Evolution Wealth Management Inc. bought a new position in shares of Eli Lilly and Company in the second quarter valued at $29,000. Steph & Co. grew its holdings in shares of Eli Lilly and Company by 290.0% during 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. Finally, Bare Financial Services Inc increased its position in shares of Eli Lilly and Company by 263.6% during the second quarter. Bare Financial Services Inc now owns 40 shares of the company’s stock worth $31,000 after acquiring an additional 29 shares in the last quarter. 82.53% of the stock is currently owned by institutional investors.

Key Eli Lilly and Company News

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

• Positive Sentiment: Phase 3 “TRANSCEND‑T2D‑1” topline: retatrutide (triple agonist) produced big A1C drops (≈1.7–2.0%) and ~16.8% weight loss at 40 weeks, with no plateau — a potential blockbuster next‑generation obesity/diabetes drug that could extend Lilly’s leadership and revenue runway. Lilly PR Newswire: Retatrutide Results
• Positive Sentiment: Pipeline breadth: Lilly launched a master IBD study and is advancing mirikizumab delivery and oral ulcerative colitis candidates — diversification beyond GLP‑1s that supports multiple future revenue streams. TipRanks: Master IBD Study
• Positive Sentiment: Capacity & manufacturing investment: Lilly is spending heavily to expand and modernize production (major plant plans and ~$1.8B+/upcoming $3.5B campus reports), reducing future supply risk for high-demand obesity/diabetes drugs. IBJ: Lilly Manufacturing Investment
• Neutral Sentiment: Additional coverage and patient data (Forbes/Benzinga/CNBC) reiterate strong weight‑loss and glycemic results for retatrutide — helpful for commercial narrative but largely a confirmation of the PR-driven catalyst already priced in by some investors. Forbes: Patient Results
• Neutral Sentiment: Reported insider/congressional buying is noted by media (visibility signal) but is not a reliable near‑term catalyst for price direction. MarketBeat: Congressional Trades
• Negative Sentiment: HSBC downgrade to “Reduce” (PT cut to ~$850) flagged persistent U.S. pricing pressure, rising competition and compounded tirzepatide risks — the downgrade has driven analyst-led selling and is the main immediate negative driver. Yahoo Finance: HSBC Downgrade
• Negative Sentiment: Competitive risk: Novo Nordisk won FDA clearance for a higher‑dose Wegovy (7.2 mg) with strong weight‑loss data and an April launch planned — intensifying head‑to‑head competition in the obesity market that could pressure pricing and share. Blockonomi: Novo Nordisk Higher Dose Wegovy

Analyst Upgrades and Downgrades

A number of equities research analysts recently weighed in on the stock. UBS Group restated a “buy” rating on shares of Eli Lilly and Company in a report on Wednesday. Argus boosted 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. Wolfe Research boosted their price objective on Eli Lilly and Company from $1,050.00 to $1,250.00 and gave the stock an “outperform” rating in a report on Wednesday, December 3rd. Scotiabank reissued an “outperform” rating and issued a $1,300.00 price objective on shares of Eli Lilly and Company in a research note on Thursday, February 5th. Finally, Deutsche Bank Aktiengesellschaft restated a “buy” rating and issued a $1,285.00 target price on shares of Eli Lilly and Company in a report on Friday, March 6th. Two research 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 assigned a Sell rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $1,221.44.

Eli Lilly and Company Stock Down 0.1%

Eli Lilly and Company stock opened at $916.94 on Friday. Eli Lilly and Company has a fifty-two week low of $623.78 and a fifty-two week 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. The firm’s 50-day simple moving average is $1,026.34 and its 200 day simple moving average is $954.98. The stock has a market cap of $866.34 billion, a PE ratio of 39.95, a price-to-earnings-growth ratio of 1.07 and a beta of 0.40.

Eli Lilly and Company (NYSE:LLY) last posted its quarterly earnings data on Wednesday, February 4th. The company reported $7.54 EPS for the quarter, beating the consensus estimate of $7.48 by $0.06. Eli Lilly and Company had a net margin of 31.66% and a return on equity of 102.94%. The firm had revenue of $19.29 billion during the quarter, compared to analyst estimates of $17.85 billion. During the same quarter last year, the business posted $5.32 EPS. The company’s revenue for the quarter 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 predict 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.