Thurston Springer Miller Herd & Titak Inc. Buys 7,055 Shares of Eli Lilly and Company $LLY

Thurston Springer Miller Herd & Titak Inc. increased its stake in Eli Lilly and Company (NYSE:LLY) by 977.1% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 7,777 shares of the company’s stock after acquiring an additional 7,055 shares during the period. Eli Lilly and Company makes up about 2.9% of Thurston Springer Miller Herd & Titak Inc.’s holdings, making the stock its 3rd largest holding. Thurston Springer Miller Herd & Titak Inc.’s holdings in Eli Lilly and Company were worth $8,360,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also modified their holdings of the stock. YANKCOM Partnership raised its stake in shares of Eli Lilly and Company by 46.8% in the fourth quarter. YANKCOM Partnership now owns 1,362 shares of the company’s stock valued at $1,464,000 after acquiring an additional 434 shares in the last quarter. Analyst IMS Investment Management Services Ltd. raised its stake in shares of Eli Lilly and Company by 73.9% in the fourth quarter. Analyst IMS Investment Management Services Ltd. now owns 2,541 shares of the company’s stock valued at $2,731,000 after acquiring an additional 1,080 shares in the last quarter. 1900 Wealth Management LLC raised its stake in shares of Eli Lilly and Company by 27.0% in the fourth quarter. 1900 Wealth Management LLC now owns 1,395 shares of the company’s stock valued at $1,499,000 after acquiring an additional 297 shares in the last quarter. Toth Financial Advisory Corp raised its stake in shares of Eli Lilly and Company by 1,690.6% in the fourth quarter. Toth Financial Advisory Corp now owns 1,146 shares of the company’s stock valued at $1,232,000 after acquiring an additional 1,082 shares in the last quarter. Finally, Aspiriant LLC raised its holdings in Eli Lilly and Company by 59.1% in the fourth quarter. Aspiriant LLC now owns 902 shares of the company’s stock valued at $969,000 after acquiring an additional 335 shares in the last quarter. 82.53% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Eli Lilly and Company

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

• Positive Sentiment: FDA approved Foundayo, the first once-daily oral GLP‑1 for obesity; Lilly has begun rapid U.S. commercialization and analysts see a multi‑billion-dollar revenue opportunity that helps close the gap with rivals. How to Play Lilly Stock Post Oral Obesity Pill Foundayo’s Approval
• Positive Sentiment: Production capacity ramp: Lilly will manufacture the new oral GLP‑1 at a $6.5B Houston plant, reducing supply risk and supporting commercialization scale-up. This is a tangible capex commitment to grow supply for Foundayo. Eli Lilly’s $6.5B Houston plant will make its new FDA-approved GLP-1 weight loss drug
• Positive Sentiment: Access agreement and M&A broaden growth runway: Lilly announced a U.S. pricing/access arrangement to expand Medicare/Medicaid availability for GLP‑1s and is acquiring Centessa (~$7.8B) to add sleep and neuroscience assets — both support longer‑term revenue diversification. Eli Lilly Obesity Pill Approval And Sleep Deal Reshape Growth Story
• Positive Sentiment: Investor sentiment lift: Several bullish notes and price-target increases have followed the Foundayo approval, reinforcing upside case for long‑term revenue and margin expansion. Eli Lilly and Company (NYSE:LLY) Price Target Raised to $1,294.00
• Neutral Sentiment: Sector M&A/AI tailwinds: Pharma and biotech are accelerating M&A and AI-driven R&D investments; Lilly is participating to both defend and extend its pipeline — positive strategically but benefits will play out over quarters. Pharma, Biotech Giants Ramp Up M&A in Q1 to Boost Pipelines
• Neutral Sentiment: Market narrative around AI and a race to a $1T market cap keeps bullish storytelling alive, but share-price milestones remain dependent on sustained revenue/margin execution and pricing environment. Lilly vs JPMorgan: Which Hits a $1 Trillion Market Cap First?
• Negative Sentiment: Price competition concerns: Coverage notes a nascent price war in the oral GLP‑1 category that could cap near‑term revenue/margin upside even after approval, pressuring the immediate stock reaction. StockWatch: Price War Dampens Lilly Surge After Oral GLP-1 Wins FDA Nod
• Negative Sentiment: Analyst repositioning: Some research shops have adjusted ratings/positions post-approval (e.g., reclassifications to Buy vs. Strong Buy), suggesting near-term profit‑taking or more cautious multiple expansion assumptions. Eli Lilly and Company (NYSE:LLY) Downgraded to “Buy” Rating by Wall Street Zen

Eli Lilly and Company Stock Down 1.0%

Shares of NYSE:LLY opened at $925.93 on Tuesday. The company has a market capitalization of $874.84 billion, a PE ratio of 40.35, a P/E/G ratio of 1.09 and a beta of 0.51. The company has a current ratio of 1.58, a quick ratio of 1.19 and a debt-to-equity ratio of 1.54. Eli Lilly and Company has a twelve month low of $623.78 and a twelve month high of $1,133.95. The firm has a 50 day simple moving average of $990.91 and a 200-day simple moving average of $972.00.

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 business had revenue of $19.29 billion during the quarter, compared to the consensus estimate 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 revenue was up 42.6% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $5.32 EPS. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. On average, equities analysts predict that Eli Lilly and Company will post 23.48 EPS for the current fiscal year.

Analyst Ratings Changes

LLY has been the topic of several analyst reports. Barclays initiated coverage on shares of Eli Lilly and Company in a report on Thursday, February 19th. They issued an “overweight” rating and a $1,350.00 target price on the stock. HSBC cut shares of Eli Lilly and Company from a “hold” rating to a “reduce” rating and reduced their target price for the company from $1,070.00 to $850.00 in a report on Tuesday, March 17th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Eli Lilly and Company in a report on Friday, March 27th. Scotiabank reaffirmed an “outperform” rating and issued a $1,300.00 target price on shares of Eli Lilly and Company in a report on Thursday, February 5th. Finally, Wells Fargo & Company raised their price target 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. 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 given a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $1,222.22.

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.