HF Advisory Group LLC grew its holdings in Eli Lilly and Company (NYSE:LLY – Free Report) by 440.9% during the 4th quarter, Holdings Channel reports. The fund owned 12,025 shares of the company’s stock after purchasing an additional 9,802 shares during the period. Eli Lilly and Company makes up about 0.5% of HF Advisory Group LLC’s holdings, making the stock its 29th largest holding. HF Advisory Group LLC’s holdings in Eli Lilly and Company were worth $12,923,000 at the end of the most recent reporting period.
Several other institutional investors also recently bought and sold shares of LLY. Exencial Wealth Advisors LLC raised its position in shares of Eli Lilly and Company by 189.6% in the third quarter. Exencial Wealth Advisors LLC now owns 17,408 shares of the company’s stock worth $13,283,000 after acquiring an additional 11,396 shares during the period. Rede Wealth LLC acquired a new position in Eli Lilly and Company in the 3rd quarter valued at $487,000. Central Pacific Bank Trust Division raised its position in shares of Eli Lilly and Company by 25.8% in the third quarter. Central Pacific Bank Trust Division now owns 8,990 shares of the company’s stock valued at $6,859,000 after buying an additional 1,843 shares during the last quarter. Cidel Asset Management Inc. lifted its stake in Eli Lilly and Company by 26.5% in the 3rd quarter. Cidel Asset Management Inc. now owns 26,726 shares of the company’s stock worth $20,392,000 after purchasing an additional 5,591 shares in the last quarter. Finally, Coldstream Capital Management Inc. boosted its stake in Eli Lilly and Company by 25.6% during the third quarter. Coldstream Capital Management Inc. now owns 42,418 shares of the company’s stock worth $32,365,000 after buying an additional 8,659 shares during the last quarter. 82.53% of the stock is currently owned by hedge funds and other institutional investors.
Wall Street Analysts Forecast Growth
Several research firms have recently weighed in on LLY. HSBC cut shares of Eli Lilly and Company from a “hold” rating to a “reduce” rating and dropped their price target for the company from $1,070.00 to $850.00 in a research note on Tuesday, March 17th. Royal Bank Of Canada initiated coverage on Eli Lilly and Company in a research note on Tuesday, February 24th. They issued an “outperform” rating and a $1,250.00 price objective for the company. Cantor Fitzgerald increased their target price on shares of Eli Lilly and Company from $985.00 to $1,205.00 and gave the stock an “overweight” rating in a research note on Thursday, February 5th. Morgan Stanley reiterated an “overweight” rating and issued a $1,313.00 price objective on shares of Eli Lilly and Company in a research report on Thursday, March 5th. Finally, Rothschild & Co Redburn increased their price target on shares of Eli Lilly and Company from $775.00 to $830.00 and gave the company a “neutral” rating in a report on Monday, January 26th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, four have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $1,222.22.
Key Eli Lilly and Company News
Here are the key news stories impacting Eli Lilly and Company this week:
- Positive Sentiment: FDA approves Foundayo (orforglipron), the first once‑daily oral GLP‑1 for chronic weight management with no food/water restrictions — a commercial launch (April 6) and analyst forecasts point to multi‑billion dollar sales potential that is boosting investor sentiment. Eli Lilly (LLY) Receives FDA Approval for Foundayo Weight Management Pill
- Positive Sentiment: Bank of America and other brokers reiterate buy/raise views and price targets after the approval, calling Foundayo a preferred oral GLP‑1 and lifting upside expectations for LLY. Bank of America sees Eli Lilly’s Foundayo as preferred oral GLP-1
- Positive Sentiment: Wall Street models expect a strong commercial debut (analyst revenue scenarios in the billions for 2026), supporting upside to near‑term sales and valuation. Wall Street sees multi-billion dollar debut for Lilly’s obesity pill
- Positive Sentiment: Lilly’s announced acquisition of Centessa (~$7.8B) diversifies the pipeline into neuroscience and is viewed as strategic for long‑term growth beyond metabolic franchises. Eli Lilly to Acquire Centessa Pharmaceuticals
- Neutral Sentiment: Quiet Phase‑1 readout (LY4060874) — no major surprises reported, so limited immediate stock impact but keeps focus on pipeline cadence. LY4060874 Phase 1 Readout
- Neutral Sentiment: Unusually high options activity noted — signals elevated investor/speculator interest around the approval and upcoming launch, but direction uncertain. Eli Lilly Target of Unusually High Options Trading
- Negative Sentiment: Rival Novo Nordisk released cross‑trial comparisons claiming Wegovy’s oral pill produces greater weight loss and fewer adverse events than Foundayo — intensifies competitive risk and could pressure uptake/pricing. Novo Nordisk Wegovy Data Challenges Foundayo
- Negative Sentiment: Broader competitive pressures in weight‑loss drugs — including Novo price cuts/generics in markets like India — highlight margin and pricing risk across the GLP‑1 category. Novo Nordisk price cuts in India
- Negative Sentiment: Policy and macro risk: proposed US tariffs on branded drugs and recent geopolitical tensions have weighed on pharma stocks, capping LLY’s upside despite product news. Trump Administration Unveils Up to 100% Tariff on Branded Drugs LLY Stock Slips As Geopolitical Tensions Weigh
Eli Lilly and Company Stock Performance
Shares of LLY stock opened at $935.85 on Friday. The company has a debt-to-equity ratio of 1.54, a quick ratio of 1.19 and a current ratio of 1.58. The firm has a market capitalization of $884.21 billion, a price-to-earnings ratio of 40.78, a price-to-earnings-growth ratio of 1.09 and a beta of 0.51. The company has a 50 day moving average price of $993.66 and a 200 day moving average price of $969.38. Eli Lilly and Company has a one year low of $623.78 and a one year high of $1,133.95.
Eli Lilly and Company (NYSE:LLY – Get Free Report) last issued its earnings results on Wednesday, February 4th. The company reported $7.54 earnings per share for the quarter, beating analysts’ consensus estimates 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 return on equity of 102.94% and a net margin of 31.66%.The firm’s revenue for the quarter was up 42.6% compared to the same quarter last year. During the same quarter last 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. Sell-side analysts anticipate that Eli Lilly and Company will post 23.48 EPS for the current year.
Eli Lilly and Company Profile
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.
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