Everhart Financial Group Inc. Has $8.14 Million Holdings in Eli Lilly and Company $LLY

Everhart Financial Group Inc. increased its position in shares of Eli Lilly and Company (NYSE:LLY) by 17.6% during the fourth quarter, HoldingsChannel.com reports. The firm owned 7,574 shares of the company’s stock after buying an additional 1,132 shares during the period. Eli Lilly and Company accounts for about 0.8% of Everhart Financial Group Inc.’s investment portfolio, making the stock its 19th largest holding. Everhart Financial Group Inc.’s holdings in Eli Lilly and Company were worth $8,140,000 at the end of the most recent reporting period.

A number of other large investors have also modified their holdings of LLY. Vanguard Group Inc. increased its holdings in Eli Lilly and Company by 0.7% in the 3rd quarter. Vanguard Group Inc. now owns 80,959,089 shares of the company’s stock valued at $61,771,785,000 after buying an additional 551,659 shares during the period. State Street Corp raised its stake in shares of Eli Lilly and Company by 0.6% in the 3rd quarter. State Street Corp now owns 34,726,558 shares of the company’s stock valued at $26,496,364,000 after buying an additional 219,590 shares in the last quarter. Capital Research Global Investors lifted its holdings in shares of Eli Lilly and Company by 20.9% during the 3rd quarter. Capital Research Global Investors now owns 25,088,371 shares of the company’s stock worth $19,141,787,000 after acquiring an additional 4,332,008 shares during the period. Wellington Management Group LLP lifted its holdings in shares of Eli Lilly and Company by 4.1% during the 3rd quarter. Wellington Management Group LLP now owns 14,563,780 shares of the company’s stock worth $11,112,164,000 after acquiring an additional 574,229 shares during the period. Finally, Laurel Wealth Advisors LLC boosted its position in shares of Eli Lilly and Company by 78,621.2% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 11,552,336 shares of the company’s stock valued at $9,005,392,000 after acquiring an additional 11,537,661 shares in the last quarter. 82.53% of the stock is currently owned by institutional investors and hedge funds.

Eli Lilly and Company News Roundup

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

• Positive Sentiment: TRANSCEND‑T2D‑1 Phase 3: Lilly’s triple‑agonist retatrutide showed large A1C reductions and up to ~16.8% weight loss at 40 weeks — a potential blockbuster that expands Lilly’s obesity/diabetes franchise and supports long‑term revenue upside. Lilly PR Newswire
• Positive Sentiment: ADorable‑1 pediatric trial: Positive topline results for EBGLYSS in moderate‑to‑severe atopic dermatitis pediatric patients widen Lilly’s immunology pipeline and add another potential near‑term commercial opportunity. InsiderMonkey: ADorable‑1
• Positive Sentiment: High‑profile endorsement: Jim Cramer publicly said “buy” on Lilly, which can boost retail demand and sentiment in the near term. Yahoo Finance: Cramer
• Neutral Sentiment: Pipeline breadth: Lilly advanced non‑GLP‑1 programs (digital sleep tech in early Alzheimer’s, a new diabetes candidate in Japan, and a master IBD trial), which diversify long‑term growth but have limited immediate revenue impact. TipRanks: Digital Sleep Tech
• Negative Sentiment: Analyst downgrades and rating cuts: Recent downgrades (HSBC and others) have pressured sentiment and contributed to near‑term share weakness. AmericanBankingNews: Analyst Downgrade
• Negative Sentiment: Competitive and safety concerns: Novo Nordisk won FDA clearance for a higher‑dose Wegovy (raising competitive risk in obesity), and some reports flagged an unusual skin reaction/tolerability signal for retatrutide — both factors that can temper uptake forecasts and invite closer regulatory/physician scrutiny. Blockonomi: Wegovy dose Proactive: Retatrutide side‑effect note

Analysts Set New Price Targets

LLY has been the topic of a number of analyst reports. National Bank Financial set a $1,286.00 target price on shares of Eli Lilly and Company in a research note on Monday, December 1st. TD Cowen raised their price target on shares of Eli Lilly and Company from $960.00 to $1,250.00 and gave the stock a “buy” rating in a research note on Thursday, January 29th. UBS Group reaffirmed a “buy” rating on shares of Eli Lilly and Company in a report on Wednesday. Wells Fargo & Company upped their price objective on Eli Lilly and Company from $1,200.00 to $1,280.00 and gave the company an “overweight” rating in a research note on Thursday, February 5th. Finally, The Goldman Sachs Group set a $1,260.00 target price on Eli Lilly and Company in a report on Thursday, February 5th. Two research analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $1,221.44.

Eli Lilly and Company Trading Down 1.3%

Shares of LLY stock opened at $905.30 on Friday. Eli Lilly and Company has a 12-month low of $623.78 and a 12-month high of $1,133.95. The company has a market capitalization of $855.35 billion, a P/E ratio of 39.45, a P/E/G ratio of 1.05 and a beta of 0.40. The firm has a 50-day moving average price of $1,023.17 and a 200 day moving average price of $957.73. The company has a quick ratio of 1.19, a current ratio of 1.58 and a debt-to-equity ratio of 1.54.

Eli Lilly and Company (NYSE:LLY) last issued its quarterly earnings data on Wednesday, February 4th. The company reported $7.54 earnings per share for the quarter, topping the consensus estimate of $7.48 by $0.06. The firm had revenue of $19.29 billion for the quarter, compared to analysts’ expectations of $17.85 billion. Eli Lilly and Company had a net margin of 31.66% and a return on equity of 102.94%. The company’s quarterly revenue was up 42.6% compared to the same quarter last year. During the same period in the prior year, the firm earned $5.32 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. Research analysts forecast that Eli Lilly and Company will post 23.48 earnings per share for the current fiscal year.

About Eli Lilly and Company

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.