Spartan Planning & Wealth Management Buys Shares of 1,556 Eli Lilly and Company $LLY

Spartan Planning & Wealth Management purchased a new stake in shares of Eli Lilly and Company (NYSE:LLY) during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor purchased 1,556 shares of the company’s stock, valued at approximately $1,672,000. Eli Lilly and Company accounts for 1.2% of Spartan Planning & Wealth Management’s holdings, making the stock its 18th largest position.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Miller Global Investments LLC purchased a new stake in Eli Lilly and Company in the 4th quarter worth approximately $33,000. Sumitomo Mitsui Financial Group Inc. purchased a new position in shares of Eli Lilly and Company during the 2nd quarter valued at $27,000. Vermillion & White Wealth Management Group LLC increased its holdings 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 worth $27,000 after purchasing an additional 16 shares during the period. Evolution Wealth Management Inc. bought a new position in shares of Eli Lilly and Company in the second quarter worth $29,000. Finally, Steph & Co. raised its position in shares of Eli Lilly and Company by 290.0% in the third quarter. Steph & Co. now owns 39 shares of the company’s stock worth $30,000 after buying an additional 29 shares in the last quarter. 82.53% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

LLY has been the subject of several research analyst reports. Sanford C. Bernstein reissued an “outperform” rating on shares of Eli Lilly and Company in a research note on Tuesday, March 10th. Wolfe Research upped their target price on Eli Lilly and Company from $1,050.00 to $1,250.00 and gave the stock an “outperform” rating in a research note on Wednesday, December 3rd. Berenberg Bank lifted their price target on Eli Lilly and Company from $950.00 to $1,050.00 and gave the company a “hold” rating in a research report on Thursday, February 19th. Guggenheim boosted their price objective on Eli Lilly and Company from $1,161.00 to $1,168.00 and gave the stock a “buy” rating in a report on Thursday, February 26th. Finally, BMO Capital Markets restated an “outperform” rating and issued a $1,300.00 price objective on shares of Eli Lilly and Company in a research report on Thursday, February 5th. Two 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 assigned a Sell rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $1,221.44.

Eli Lilly and Company News Roundup

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

• Positive Sentiment: Retail/pharmacy distribution expands for Lilly’s obesity drug Zepbound as Kroger begins offering the Zepbound KwikPen plus support/savings programs in many stores — improves access and could lift prescription volume. What Kroger (KR)’s New Zepbound Access and Premium Ice Cream Push Means For Shareholders
• Positive Sentiment: Lilly completed a pediatric pharmacokinetic (PK) Phase 1 study for a next‑generation diabetes drug — a clinical progress update that de‑risks parts of the diabetes pipeline. Lilly Advances Next-Gen Diabetes Drug With Completed Pediatric PK Study
• Positive Sentiment: Morgan Stanley reiterated an Overweight rating and high price target, citing growth potential from Lilly’s new employer access platform for obesity therapies — supports longer‑term upside expectations. Morgan Stanley Reiterates Overweight on Eli Lilly (LLY), Cites Growth Potential of New Platform
• Neutral Sentiment: Local/community items (PR and planning) including a partnership on a downtown basketball court and regional planning meetings about site traffic — positive PR but unlikely to move fundamentals materially. Clark Foundation, Lilly to partner on new downtown basketball court
• Neutral Sentiment: Local permitting and planning scrutiny for a large Lehigh Valley manufacturing/project site — could affect timelines but is a localized execution issue rather than company‑wide demand. Massive Eli Lilly project goes under LVPC microscope Lehigh Valley planners to discuss traffic, other potential issues with proposed Eli Lilly plant
• Neutral Sentiment: Investor commentary and “buy the dip” pieces and analyst-upside roundups are circulating — they increase focus on valuation and catalysts but are market sentiment rather than company news. Want to Buy the Dip on Eli Lilly? Consider This Low-Cost Vanguard ETF
• Negative Sentiment: Lilly will phase out select insulin products across Europe by 2027 — may signal portfolio rationalization or market exits that could weigh on regional insulin revenue. Eli Lilly to phase out select insulin products across Europe by 2027
• Negative Sentiment: Legal risk: coverage notes that the U.S. Supreme Court revived Actos-related litigation exposure — renewed litigation risk can increase uncertainty and near‑term downside pressure. What’s Going On With Eli Lilly On Monday?
• Negative Sentiment: Near-term catalyst risk: analysts highlight an important April 10 test/catalyst (competitive positioning vs. Novo Nordisk and upcoming data/events) — such dates can amplify volatility. Eli Lilly Stock (LLY) Faces This Make-or-Break Test on April 10

Eli Lilly and Company Trading Down 0.9%

NYSE LLY opened at $902.00 on Wednesday. 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 stock’s 50-day simple moving average is $1,016.28 and its two-hundred day simple moving average is $961.72. Eli Lilly and Company has a twelve month low of $623.78 and a twelve month high of $1,133.95. The company has a market capitalization of $852.23 billion, a price-to-earnings ratio of 39.30, a PEG ratio of 1.06 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 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $7.48 by $0.06. The firm had revenue of $19.29 billion during 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 company’s revenue for the quarter was up 42.6% compared to the same quarter last year. During the same period in the prior year, the business earned $5.32 EPS. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. Research analysts forecast 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.