KBC Group NV Has $756.59 Million Stock Holdings in Eli Lilly and Company $LLY

KBC Group NV grew its position in Eli Lilly and Company (NYSE:LLY) by 1.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 704,017 shares of the company’s stock after purchasing an additional 12,127 shares during the quarter. Eli Lilly and Company makes up about 1.7% of KBC Group NV’s investment portfolio, making the stock its 9th largest holding. KBC Group NV’s holdings in Eli Lilly and Company were worth $756,593,000 at the end of the most recent reporting period.

A number of other hedge funds have also modified their holdings of the company. Pursue Wealth Partners LLC bought a new position in shares of Eli Lilly and Company in the fourth quarter worth approximately $2,296,000. Adelphi Trust Co bought a new position in shares of Eli Lilly and Company in the fourth quarter worth approximately $919,000. LBP AM SA boosted its position in shares of Eli Lilly and Company by 4.2% in the fourth quarter. LBP AM SA now owns 224,166 shares of the company’s stock worth $240,907,000 after purchasing an additional 9,107 shares during the period. Roman Butler Fullerton & Co. boosted its position in shares of Eli Lilly and Company by 1.9% in the fourth quarter. Roman Butler Fullerton & Co. now owns 7,308 shares of the company’s stock worth $7,947,000 after purchasing an additional 135 shares during the period. Finally, Border to Coast Pensions Partnership Ltd boosted its position in shares of Eli Lilly and Company by 11.5% in the fourth quarter. Border to Coast Pensions Partnership Ltd now owns 72,663 shares of the company’s stock worth $78,232,000 after purchasing an additional 7,499 shares during the period. 82.53% of the stock is currently owned by institutional investors.

Eli Lilly and Company Price Performance

LLY stock opened at $926.90 on Friday. Eli Lilly and Company has a one year low of $623.78 and a one year high of $1,133.95. The company’s fifty day moving average price is $971.16 and its 200-day moving average price is $982.29. 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 company has a market capitalization of $875.75 billion, a PE ratio of 40.39, a price-to-earnings-growth ratio of 1.05 and a beta of 0.51.

Eli Lilly and Company (NYSE:LLY) last released 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. 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 for the quarter, compared to the consensus estimate of $17.85 billion. During the same quarter in the previous year, the firm earned $5.32 earnings per share. The company’s quarterly revenue was up 42.6% compared to the same quarter last year. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. On average, equities analysts anticipate that Eli Lilly and Company will post 23.48 EPS for the current fiscal year.

Key Headlines Impacting Eli Lilly and Company

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

• Positive Sentiment: Late‑stage ACHIEVE‑4 trial showed cardiovascular benefit (including a large reduction in all‑cause death in a pre‑planned analysis) and non‑inferiority vs. insulin — strengthens Foundayo’s safety/efficacy profile and supports use in diabetes. ACHIEVE‑4 PR
• Positive Sentiment: Commercial launch momentum: Foundayo recorded ~1,390 U.S. prescriptions in its first week, showing initial demand that supports broader revenue upside if uptake continues. Foundayo first‑week scripts
• Positive Sentiment: Analyst sentiment and revenue drivers remain constructive: Mounjaro, Zepbound and Foundayo sales are expected to support strong Q1 revenue — Lilly set to report on April 30. These commercial tailwinds underpin the company’s long‑term growth case. Q1 sales expectations
• Positive Sentiment: Pipeline and M&A expansion: Lilly is acquiring CrossBridge Bio (~$300M reported) to bolster oncology capabilities — diversifies growth beyond obesity/diabetes. CrossBridge Bio acquisition
• Neutral Sentiment: CEO commentary: Lilly’s CEO said weight‑loss drugs may eventually reach ~50% of potential users due to system and cost limits — a realistic market sizing comment that tempers but does not negate the long‑term opportunity. CEO market penetration remarks
• Neutral Sentiment: New entrants and IPOs (e.g., Kailera) show sustained investor interest in GLP‑1/weight‑loss space — increases funding and competition but also validates sector growth. Kailera IPO
• Neutral Sentiment: Lilly confirmed its Q1 2026 results and conference call date (April 30) — a near‑term event that could reprice expectations based on revenue/volume detail. Earnings date confirmation
• Negative Sentiment: Regulatory scrutiny: The FDA has requested additional post‑approval safety data and postmarketing studies for Foundayo (notably liver and cardiovascular signals), creating uncertainty around labeling, payer coverage and adoption. This prompted earlier selling pressure. FDA safety data request
• Negative Sentiment: Competitive/clinical nuance: A recent study suggested Novo Nordisk’s oral agent may better preserve lean body mass versus Lilly’s tirzepatide in some analyses — a potential marketing/clinical drawback to monitor. Lean mass study
• Negative Sentiment: Some outlets noted Foundayo’s initial scripts trail Novo’s oral product in early uptake — underscores competitive pressure in the U.S. obesity market. Launch comparison with Novo

Wall Street Analyst Weigh In

A number of research firms have weighed in on LLY. UBS Group reiterated a “buy” rating on shares of Eli Lilly and Company in a research report on Wednesday, March 18th. BMO Capital Markets reiterated an “outperform” rating and issued a $1,300.00 price target on shares of Eli Lilly and Company in a research report on Thursday, February 5th. Morgan Stanley boosted their target price on shares of Eli Lilly and Company from $1,313.00 to $1,327.00 and gave the stock an “overweight” rating in a report on Friday, April 10th. Cantor Fitzgerald boosted their target price on shares of Eli Lilly and Company from $985.00 to $1,205.00 and gave the stock an “overweight” rating in a report on Thursday, February 5th. Finally, Berenberg Bank boosted their target price on shares of Eli Lilly and Company from $950.00 to $1,050.00 and gave the stock a “hold” rating in a report on Thursday, February 19th. Two equities research 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 given a Sell rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $1,224.59.

Eli Lilly and 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.