Amazon's GLP-1 launch: Social media erupted over Amazon One Medical's new GLP-1 program, offering treatments as low as $25 monthly with insurance and $299 for injectables like Zepbound. Investors questioned if this affordable access erodes Eli Lilly's pricing power in the obesity market. Many highlighted the shift toward integrated primary care delivery.
Kelonia Therapeutics deal: Eli Lilly's up-to-$7 billion acquisition of Kelonia Therapeutics sparked optimism for advances in blood cancer treatments via in vivo gene therapy. Discussions praised the move as a strategic bet on next-generation oncology platforms. Enthusiasts noted it positions Lilly at the forefront of innovative biotech.
CVS Medicare opt-out: Shares of Eli Lilly fell after CVS announced it would skip Medicare coverage for obesity drugs. Social media linked the decline to similar pressures on rivals like Novo Nordisk. Concerns mounted over evolving reimbursement landscapes in weight-loss therapies.
Note: This discussion summary was generated from an AI condensation of post data.
Eli Lilly Insider Trading Activity
Eli Lilly insiders have traded $LLY stock on the open market 200 times in the past 6 months. Of those trades, 0 have been purchases and 200 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 199 sales selling 2,320,066 shares for an estimated $2,287,207,433.
- DONALD A ZAKROWSKI (SVP, Finance, & CAO) sold 1,000 shares for an estimated $1,010,500
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Eli Lilly Revenue
Eli Lilly had revenues of $19.3B in Q4 2025. This is an increase of 42.56% from the same period in the prior year.
You can track LLY financials on Quiver Quantitative's LLY stock page.
Eli Lilly Congressional Stock Trading
Members of Congress have traded $LLY stock 13 times in the past 6 months. Of those trades, 5 have been purchases and 8 have been sales.
Here’s a breakdown of recent trading of $LLY stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 1 purchase worth up to $15,000 on 11/18 and 1 sale worth up to $15,000 on 03/13.
- REPRESENTATIVE DAVID TAYLOR has traded it 4 times. They made 1 purchase worth up to $15,000 on 02/26 and 3 sales worth up to $45,000 on 02/09, 01/16, 12/10.
- SENATOR ANGUS S. KING JR. has traded it 2 times. They made 1 purchase worth up to $15,000 on 12/29 and 1 sale worth up to $15,000 on 02/13.
- SENATOR MARKWAYNE MULLIN purchased up to $50,000 on 12/29.
- REPRESENTATIVE JULIE JOHNSON has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 12/18, 11/13.
- SENATOR JOHN BOOZMAN sold up to $15,000 on 11/21.
- SENATOR SHELLEY MOORE CAPITO purchased up to $15,000 on 10/24.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Eli Lilly Hedge Fund Activity
We have seen 2,043 institutional investors add shares of Eli Lilly stock to their portfolio, and 1,778 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 removed 19,232,498 shares (-74.7%) from their portfolio in Q4 2025, for an estimated $20,668,780,950
- J. STERN & CO. LLP added 4,038,502 shares (+46191.3%) to their portfolio in Q4 2025, for an estimated $4,340,097,329
- JPMORGAN CHASE & CO added 2,729,791 shares (+26.6%) to their portfolio in Q4 2025, for an estimated $2,933,651,791
- CARDANO RISK MANAGEMENT B.V. removed 2,124,209 shares (-89.4%) from their portfolio in Q1 2026, for an estimated $1,940,273,742
- FMR LLC added 1,549,858 shares (+6.4%) to their portfolio in Q4 2025, for an estimated $1,665,601,395
- PRIMECAP MANAGEMENT CO/CA/ removed 1,529,556 shares (-14.2%) from their portfolio in Q4 2025, for an estimated $1,643,783,242
- PRICE T ROWE ASSOCIATES INC /MD/ added 1,432,069 shares (+10.6%) to their portfolio in Q4 2025, for an estimated $1,539,015,912
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Eli Lilly Analyst Ratings
Wall Street analysts have issued reports on $LLY in the last several months. We have seen 11 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
- Morgan Stanley issued a "Overweight" rating on 11/24/2025
- Bernstein issued a "Outperform" 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 19 analysts offer price targets for $LLY in the last 6 months, with a median target of $1250.0.
Here are some recent targets:
- Terence Flynn from Morgan Stanley set a target price of $1327.0 on 04/10/2026
- Jason Gerberry from B of A Securities set a target price of $1294.0 on 04/02/2026
- Seamus Fernandez from Guggenheim set a target price of $1163.0 on 03/30/2026
- Rajesh Kumar from HSBC set a target price of $850.0 on 03/17/2026
- Trung Huynh from RBC Capital set a target price of $1250.0 on 02/25/2026
- Emily Field from Barclays set a target price of $1350.0 on 02/20/2026
- James Shin from Deutsche Bank set a target price of $1285.0 on 02/09/2026
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.
