Vaughan Nelson Investment Management L.P. Lowers Stake in Eli Lilly and Company $LLY

Vaughan Nelson Investment Management L.P. lessened its position in shares of Eli Lilly and Company (NYSE:LLY) by 13.0% during the fourth quarter, Holdings Channel reports. The institutional investor owned 230,021 shares of the company’s stock after selling 34,339 shares during the quarter. Eli Lilly and Company accounts for 2.4% of Vaughan Nelson Investment Management L.P.’s holdings, making the stock its 4th largest holding. Vaughan Nelson Investment Management L.P.’s holdings in Eli Lilly and Company were worth $247,199,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in LLY. Capital Research Global Investors lifted its holdings in Eli Lilly and Company by 20.9% during the third quarter. Capital Research Global Investors now owns 25,088,371 shares of the company’s stock valued at $19,141,787,000 after purchasing an additional 4,332,008 shares during the last quarter. Amundi raised its position in shares of Eli Lilly and Company by 27.1% in the third quarter. Amundi now owns 4,525,902 shares of the company’s stock valued at $3,823,977,000 after purchasing an additional 964,675 shares during the period. Victory Capital Management Inc. raised its position in shares of Eli Lilly and Company by 47.6% in the third quarter. Victory Capital Management Inc. now owns 2,309,006 shares of the company’s stock valued at $1,761,772,000 after purchasing an additional 744,868 shares during the period. Danske Bank A S purchased a new stake in shares of Eli Lilly and Company during the 3rd quarter valued at approximately $512,022,000. Finally, Capital International Investors boosted its holdings in Eli Lilly and Company by 6.1% in the 3rd quarter. Capital International Investors now owns 10,001,509 shares of the company’s stock worth $7,628,447,000 after buying an additional 579,381 shares during the period. Institutional investors own 82.53% of the company’s stock.

Analysts Set New Price Targets

LLY has been the topic of a number of analyst reports. Truist Financial reissued a “buy” rating on shares of Eli Lilly and Company in a report on Monday, February 23rd. The Goldman Sachs Group set a $1,260.00 price objective on Eli Lilly and Company in a research note on Thursday, February 5th. UBS Group reissued a “buy” rating on shares of Eli Lilly and Company in a report on Wednesday, March 18th. Wolfe Research raised 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. Finally, Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $1,285.00 target price on shares of Eli Lilly and Company in a report on Friday, March 6th. Two analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $1,221.26.

Eli Lilly and Company Trading Up 3.9%

Shares of LLY stock opened at $955.45 on Thursday. The company has a market capitalization of $902.73 billion, a PE ratio of 41.63, a price-to-earnings-growth ratio of 1.07 and a beta of 0.51. Eli Lilly and Company has a 52-week low of $623.78 and a 52-week high of $1,133.95. The business’s fifty day moving average is $999.28 and its 200 day moving average is $966.87. 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 the consensus estimate of $7.48 by $0.06. The business 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 firm’s revenue was up 42.6% on a year-over-year basis. During the same period 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 anticipate that Eli Lilly and Company will post 23.48 EPS for the current fiscal year.

Eli Lilly and Company News Summary

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

• Positive Sentiment: FDA approves Foundayo (orforglipron), Lilly’s once?daily oral GLP?1 for obesity — expands the company’s weight?loss franchise with an easy?to?scale pill that the company plans to sell via LillyDirect (low advertised self?pay price and payer coverage could accelerate adoption). Lilly’s weight-loss pill wins US approval (Reuters)
• Positive Sentiment: Lilly agreed to buy Centessa (initial ~$6.3B, up to ~$7.8B with milestones), broadening into sleep?wake and narcolepsy assets — strategic diversification that reduces reliance on GLP?1 revenue and bolsters mid?term growth optionality. Eli Lilly to Buy Centessa (CNBC)
• Positive Sentiment: Unusually large call?option volume and targeted bullish trades around LLY indicate investor enthusiasm and short?term upside conviction following the FDA approval and M&A news. This derivatives activity can amplify near?term price moves. Options Traders Pick Up Pharma Stock After Eli Lilly Buyout (Yahoo)
• Neutral Sentiment: Competitive dynamics: Novo Nordisk is responding (subscription pricing, product tweaks) and remains a formidable rival in GLP?1s — Foundayo’s approval intensifies the duel but outcomes depend on clinical preference, pricing, and payer decisions. Wegovy vs. Foundayo (TipRanks)
• Negative Sentiment: Policy risk: Lilly’s CEO publicly opposed codifying the Trump administration’s Most Favored Nations drug?pricing deals into law — signals potential tension with government pricing initiatives that could affect future pricing/reimbursement. Lilly opposes MFN codification (CNBC)
• Negative Sentiment: Deal scrutiny: a law firm has opened an investor probe into the Centessa sale price/process — potential legal or shareholder hurdles could slow closing or create contingencies tied to the transaction. Centessa investor alert (BusinessWire)

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.