FDA Eases GLP-1 Safety Fears: Social media erupted following news that U.S. regulators removed suicidal ideation and depression from the list of potential side effects for obesity medications, including Eli Lilly's key offerings. Traders viewed this as a pivotal clearance enhancing market confidence and accelerating adoption rates. Discussions underscored the positive implications for sustained revenue growth.
Outshining Rival Performance: Conversations highlighted Eli Lilly's stock rising about 1% in February, contrasting sharply with competitor Novo's record 37% plunge amid mounting setbacks. Participants noted this resilience as evidence of stronger positioning in the weight-loss drug arena. Optimism centered on Eli Lilly's relative strength amid sector volatility.
Technical Momentum Builds: Chart enthusiasts pointed to bullish patterns, including potential breakouts above key resistance levels around $1,111 and robust bounces from supports near $1,000. Mentions of innovative moves like deploying an AI supercomputer for drug discovery fueled speculation on long-term edges. Overall tone reflected growing conviction in upward trajectories.
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 318 times in the past 6 months. Of those trades, 0 have been purchases and 318 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) 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 11 times in the past 6 months. Of those trades, 4 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 3 times. They made 0 purchases and 3 sales worth up to $45,000 on 02/09, 01/16, 12/10.
- SENATOR MARKWAYNE MULLIN purchased up to $50,000 on 12/29.
- SENATOR ANGUS S. KING JR. purchased up to $15,000 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.
- 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 Hedge Fund Activity
We have seen 2,090 institutional investors add shares of Eli Lilly stock to their portfolio, and 1,851 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
- LILLY ENDOWMENT INC removed 3,302,477 shares (-3.5%) from their portfolio in Q4 2025, for an estimated $3,549,105,982
- 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. added 2,131,734 shares (+876.1%) to their portfolio in Q4 2025, for an estimated $2,290,931,895
- 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
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
- 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 18 analysts offer price targets for $LLY in the last 6 months, with a median target of $1250.0.
Here are some recent targets:
- 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
- Mohit Bansal from Wells Fargo set a target price of $1280.0 on 02/05/2026
- Chris Schott from JP Morgan set a target price of $1300.0 on 02/05/2026
- Terence Flynn from Morgan Stanley set a target price of $1313.0 on 02/05/2026
- Carter Gould from Cantor Fitzgerald set a target price of $1205.0 on 02/05/2026
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.
