ELI LILLY ($LLY) posted quarterly earnings results for Q4 2025 on Wednesday, February 4th. The company reported earnings of $7.54 per share, beating estimates of $6.74 by $0.80. The company also reported revenue of $19,292,000,000, beating estimates of $18,138,410,856 by $1,153,589,144.
You can see Quiver Quantitative's $LLY stock page to track data on insider trading, hedge fund activity, congressional trading, and more.
ELI LILLY Insider Trading Activity
ELI LILLY insiders have traded $LLY stock on the open market 329 times in the past 6 months. Of those trades, 9 have been purchases and 320 have been sales.
Here’s a breakdown of recent trading of $LLY stock by insiders over the last 6 months:
- ENDOWMENT INC LILLY has made 0 purchases and 317 sales selling 3,411,128 shares for an estimated $3,177,659,884.
- DONALD A ZAKROWSKI (SVP, Finance, & CAO) has made 0 purchases and 2 sales selling 2,000 shares for an estimated $1,745,430.
- DAVID A RICKS (President, Chair, and CEO) purchased 1,632 shares for an estimated $1,052,263
- J ERIK FYRWALD has made 2 purchases buying 1,565 shares for an estimated $1,005,242 and 0 sales.
- ILYA YUFFA (EVP&Pres, LLY USA&Global Capab) sold 1,250 shares for an estimated $783,762
- NAARDEN JACOB VAN (EVP & Pres., Lilly Oncology) purchased 1,000 shares for an estimated $647,360
- DANIEL SKOVRONSKY (EVP, CSO & Pres. LRL & LLY Imm) purchased 1,000 shares for an estimated $634,405
- RALPH ALVAREZ purchased 758 shares for an estimated $500,472
- LUCAS MONTARCE (EVP & CFO) purchased 715 shares for an estimated $494,626
- JAMERE JACKSON purchased 200 shares for an estimated $127,912
- GABRIELLE SULZBERGER purchased 117 shares for an estimated $75,018
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
ELI LILLY Hedge Fund Activity
We have seen 2,012 institutional investors add shares of ELI LILLY stock to their portfolio, and 1,721 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 4,994,433 shares (+63.4%) to their portfolio in Q3 2025, for an estimated $3,810,752,379
- CAPITAL RESEARCH GLOBAL INVESTORS added 4,332,008 shares (+20.9%) to their portfolio in Q3 2025, for an estimated $3,305,322,104
- PRICE T ROWE ASSOCIATES INC /MD/ removed 3,366,669 shares (-20.0%) from their portfolio in Q3 2025, for an estimated $2,568,768,447
- LILLY ENDOWMENT INC removed 3,302,477 shares (-3.5%) from their portfolio in Q4 2025, for an estimated $3,549,105,982
- CAPITAL WORLD INVESTORS removed 2,664,593 shares (-15.1%) from their portfolio in Q3 2025, for an estimated $2,033,084,459
- JPMORGAN CHASE & CO removed 2,242,818 shares (-17.9%) from their portfolio in Q3 2025, for an estimated $1,711,270,134
- GEODE CAPITAL MANAGEMENT, LLC added 1,689,260 shares (+9.3%) to their portfolio in Q3 2025, for an estimated $1,288,905,380
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
ELI LILLY Congressional Stock Trading
Members of Congress have traded $LLY stock 15 times in the past 6 months. Of those trades, 8 have been purchases and 7 have been sales.
Here’s a breakdown of recent trading of $LLY stock by members of Congress over the last 6 months:
- REPRESENTATIVE DAVID TAYLOR has traded it 4 times. They made 2 purchases worth up to $65,000 on 08/14 and 2 sales worth up to $30,000 on 01/16, 12/10.
- SENATOR ANGUS S. KING JR. purchased up to $15,000 on 12/29.
- SENATOR MARKWAYNE MULLIN purchased up to $50,000 on 12/29.
- REPRESENTATIVE JULIE JOHNSON has traded it 3 times. They made 0 purchases and 3 sales worth up to $45,000 on 12/18, 11/13, 08/14.
- SENATOR JOHN BOOZMAN has traded it 3 times. They made 2 purchases worth up to $30,000 on 08/22, 08/11 and 1 sale worth up to $15,000 on 11/21.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. purchased up to $15,000 on 11/18.
- SENATOR SHELLEY MOORE CAPITO purchased up to $15,000 on 10/24.
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
ELI LILLY Analyst Ratings
Wall Street analysts have issued reports on $LLY in the last several months. We have seen 13 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Guggenheim issued a "Buy" rating on 01/20/2026
- B of A Securities issued a "Buy" rating on 12/15/2025
- Wells Fargo issued a "Overweight" rating on 12/10/2025
- BMO Capital issued a "Outperform" rating on 12/04/2025
- Bernstein issued a "Outperform" rating on 11/24/2025
- Morgan Stanley issued a "Overweight" rating on 11/24/2025
- Truist Securities issued a "Buy" rating on 11/19/2025
To track analyst ratings and price targets for ELI LILLY, check out Quiver Quantitative's $LLY forecast page.
ELI LILLY Price Targets
Multiple analysts have issued price targets for $LLY recently. We have seen 17 analysts offer price targets for $LLY in the last 6 months, with a median target of $1161.0.
Here are some recent targets:
- Seamus Fernandez from Guggenheim set a target price of $1161.0 on 01/20/2026
- Michael Yee from UBS set a target price of $1250.0 on 01/07/2026
- Tim Anderson from B of A Securities set a target price of $1268.0 on 12/15/2025
- Mohit Bansal from Wells Fargo set a target price of $1200.0 on 12/10/2025
- Evan Seigerman from BMO Capital set a target price of $1200.0 on 12/04/2025
- Terence Flynn from Morgan Stanley set a target price of $1290.0 on 11/24/2025
- Courtney Breen from Bernstein set a target price of $1300.0 on 11/24/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
