Here’s Why Eli Lilly (LLY) is Surging

1 week ago 8

Soumya Eswaran

Wed, January 28, 2026 astatine 7:03 AM CST 3 min read

Hardman Johnston Global Advisors, an concern absorption company, released its “Hardman Johnston Global Equity Strategy” capitalist missive for the 4th fourth of 2025. A transcript of the missive tin beryllium downloaded here. Global equity markets delivered robust results successful the quarter, backed by easing ostentation trends and beardown economical data. The Hardman Johnston Global Equity Strategy returned 2.91%, nett of fees, compared to the MSCI AC World Net Index’s 3.29% gain. The Financials and Consumer Staples sectors contributed to the performance, portion the Industrials and Consumer Discretionary sectors detracted from comparative performance. In addition, delight cheque the Strategy’s apical 5 holdings to cognize its champion picks successful 2025.

In its fourth-quarter 2025 capitalist letter, Hardman Johnston Global Equity Strategy highlighted Eli Lilly and Company (NYSE:LLY) arsenic 1 of its starring contributors. Eli Lilly and Company (NYSE:LLY) is simply a pharmaceutical institution headquartered successful Indianapolis, Indiana. The one-month instrumentality of Eli Lilly and Company (NYSE:LLY) was -3.27%, and its shares gained 29.28% of their worth implicit the past 52 weeks. On January 27, 2026, Eli Lilly and Company (NYSE:LLY) banal closed astatine $1,039.51 per share, with a marketplace capitalization of $931.876 billion.

Hardman Johnston Global Equity Strategy stated the pursuing regarding Eli Lilly and Company (NYSE:LLY) successful its 4th fourth 2025 capitalist letter:

"The apical idiosyncratic contributors to comparative show during the 4th were Standard Chartered PLC, Eli Lilly and Company (NYSE:LLY) and Hitachi, Ltd. Eli Lilly announced a woody with the U.S. medication that includes a three-year exemption from tariffs and the merchantability of GLP-1 therapies done authorities channels astatine discounted prices. Access to these channels importantly expands the addressable diligent colonisation and supports meaningful measurement growth. Strong operating results and an upgraded 2025 outlook were driven by continued momentum from Mounjaro and Zepbound. Eli Lilly continues to summation stock from Novo Nordisk crossed some diabetes and obesity markets, with medicine trends for some products remaining robust. Orforglipron (oral GLP-1) support and commercialized motorboat anticipated successful 2026. This is apt the astir watched commercialized motorboat of each clip with highly precocious expectations."

Was Jim Cramer Right About Eli Lilly and Company (LLY)?

Eli Lilly and Company (NYSE:LLY) is successful 21st presumption connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 114 hedge money portfolios held Eli Lilly and Company (NYSE:LLY) astatine the extremity of the 3rd quarter, compared to 119 successful the erstwhile quarter. In the 3rd 4th of 2025, Eli Lilly and Company’s (NYSE:LLY) revenue grew 54% compared to the aforesaid play past year. While we admit the imaginable of Eli Lilly and Company (NYSE:LLY) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.