Herbst Group LLC purchased a new position in shares of Eli Lilly and Company (NYSE:LLY – Free Report) during the fourth quarter, Holdings Channel reports. The institutional investor purchased 1,925 shares of the company’s stock, valued at approximately $2,069,000.
Other hedge funds and other institutional investors have also bought and sold shares of the company. Brighton Jones LLC boosted its stake in Eli Lilly and Company by 22.0% in the fourth quarter. Brighton Jones LLC now owns 9,597 shares of the company’s stock valued at $7,409,000 after acquiring an additional 1,730 shares during the last quarter. Revolve Wealth Partners LLC increased its stake in shares of Eli Lilly and Company by 2.8% during the 4th quarter. Revolve Wealth Partners LLC now owns 1,471 shares of the company’s stock worth $1,136,000 after purchasing an additional 40 shares during the last quarter. Schnieders Capital Management LLC. raised its holdings in shares of Eli Lilly and Company by 16.7% in the 2nd quarter. Schnieders Capital Management LLC. now owns 7,993 shares of the company’s stock worth $6,231,000 after purchasing an additional 1,141 shares during the period. First Trust Advisors LP raised its holdings in shares of Eli Lilly and Company by 18.3% in the 2nd quarter. First Trust Advisors LP now owns 136,071 shares of the company’s stock worth $106,072,000 after purchasing an additional 21,050 shares during the period. Finally, Brown Advisory Inc. lifted its stake in Eli Lilly and Company by 1.0% in the second quarter. Brown Advisory Inc. now owns 109,103 shares of the company’s stock valued at $85,049,000 after purchasing an additional 1,122 shares during the last quarter. Hedge funds and other institutional investors own 82.53% of the company’s stock.
Analysts Set New Price Targets
A number of analysts have issued reports on LLY shares. Truist Financial reissued a “buy” rating on shares of Eli Lilly and Company in a research report on Monday, February 23rd. Loop Capital set a $1,200.00 price target on Eli Lilly and Company in a research note on Tuesday, February 10th. Freedom Capital raised Eli Lilly and Company from a “hold” rating to a “strong-buy” rating in a report on Tuesday, February 10th. Wall Street Zen upgraded Eli Lilly and Company from a “buy” rating to a “strong-buy” rating in a research note on Sunday, March 29th. Finally, The Goldman Sachs Group set a $1,260.00 price objective on shares of Eli Lilly and Company in a report on Thursday, February 5th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $1,222.22.
Key Stories Impacting Eli Lilly and Company
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 Price Performance
Shares of NYSE:LLY opened at $935.85 on Friday. The company has a 50 day moving average of $993.66 and a 200 day moving average of $969.38. The company has a current ratio of 1.58, a quick ratio of 1.19 and a debt-to-equity ratio of 1.54. The stock has a market cap of $884.21 billion, a P/E ratio of 40.78, a P/E/G ratio of 1.09 and a beta of 0.51. Eli Lilly and Company has a 12 month low of $623.78 and a 12 month high of $1,133.95.
Eli Lilly and Company (NYSE:LLY – Get Free Report) last posted its earnings results on Wednesday, February 4th. The company reported $7.54 earnings per share (EPS) for the quarter, topping the consensus estimate of $7.48 by $0.06. The business 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 business’s revenue for the quarter was up 42.6% compared to the same quarter last year. During the same period in the prior year, the company posted $5.32 EPS. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. As a group, sell-side analysts forecast that Eli Lilly and Company will post 23.48 EPS for the current fiscal 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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