Triad Wealth Partners LLC lifted its stake in Eli Lilly and Company (NYSE:LLY – Free Report) by 114.8% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 2,498 shares of the company’s stock after acquiring an additional 1,335 shares during the quarter. Triad Wealth Partners LLC’s holdings in Eli Lilly and Company were worth $2,684,000 at the end of the most recent reporting period.
Other large investors have also recently made changes to their positions in the company. Maryland Capital Advisors Inc. purchased a new stake in Eli Lilly and Company during the 4th quarter worth approximately $25,000. Vermillion & White Wealth Management Group LLC increased its stake in Eli Lilly and Company by 84.2% during the 3rd quarter. Vermillion & White Wealth Management Group LLC now owns 35 shares of the company’s stock worth $27,000 after buying an additional 16 shares during the period. Evolution Wealth Management Inc. purchased a new stake in Eli Lilly and Company during the 2nd quarter worth approximately $29,000. Steph & Co. increased its stake in Eli Lilly and Company by 290.0% during the 3rd quarter. Steph & Co. now owns 39 shares of the company’s stock worth $30,000 after buying an additional 29 shares during the period. Finally, 10Elms LLP increased its stake in Eli Lilly and Company by 33.3% during the 3rd quarter. 10Elms LLP now owns 40 shares of the company’s stock worth $31,000 after buying an additional 10 shares during the period. 82.53% of the stock is currently owned by institutional investors and hedge funds.
Wall Street Analyst Weigh In
Several equities research analysts recently weighed in on the stock. Barclays assumed coverage on shares of Eli Lilly and Company in a research note on Thursday, February 19th. They set an “overweight” rating and a $1,350.00 target price on the stock. Argus upped their target price on shares of Eli Lilly and Company from $930.00 to $1,200.00 and gave the stock a “buy” rating in a research note on Monday, February 9th. BMO Capital Markets reaffirmed an “outperform” rating and set a $1,300.00 target price on shares of Eli Lilly and Company in a research note on Thursday, February 5th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Eli Lilly and Company in a research note on Friday, March 27th. Finally, Berenberg Bank upped their target price on shares of Eli Lilly and Company from $950.00 to $1,050.00 and gave the stock a “hold” rating in a research note on Thursday, February 19th. Two equities 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 issued a Sell rating to the stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $1,224.59.
Eli Lilly and Company News Roundup
Here are the key news stories impacting Eli Lilly and Company this week:
- Positive Sentiment: Topline Phase 3 win for Jaypirca (pirtobrutinib): Lilly reported the BRUIN CLL-322 trial showed a significant progression‑free survival benefit when Jaypirca was added to venetoclax+rituximab in relapsed/refractory CLL/SLL — the fourth positive Phase 3 readout for the drug and supportive of label expansion and longer‑term franchise value. Lilly’s Jaypirca significantly extended progression-free survival (PR Newswire)
- Positive Sentiment: Foundayo (oral GLP‑1) approval and GLP‑1 momentum: Regulators approved Lilly’s oral GLP‑1 weight‑loss pill (Foundayo) in April — a major commercial growth driver that underpins revenue expectations beyond oncology. After Obtaining Approval for Its Weight Loss Pill (The Motley Fool)
- Positive Sentiment: Analyst price target revisions: Recent published notes included higher price targets for LLY (examples raising targets to $880 and $1,327), reflecting differing views but signaling some bullish analyst reactions to pipeline news. Price Target Raised to $880 (American Banking News) Price Target Raised to $1,327 (American Banking News)
- Neutral Sentiment: Market research on Lyumjev and longer‑term insulin opportunities: A new market report highlights growth drivers for Lilly’s rapid insulin Lyumjev tied to diabetes prevalence and digital care trends — relevant for long‑term revenue modeling but less likely to move near‑term share price. Lyumjev Market Report 2026 (Yahoo Finance)
- Neutral Sentiment: General market commentary: TV/market segments referenced Lilly alongside other large caps — useful context for flows but not company‑specific catalyst news. Power Check segment (CNBC)
- Negative Sentiment: Valuation and upgrade skepticism: Some analysts and commentators warn Lilly’s high valuation (after rapid GLP‑1‑driven growth) makes it vulnerable to profit‑taking; pieces argue the stock may not merit an upgrade yet. Eli Lilly Isn’t Prime For An Upgrade (Seeking Alpha)
- Negative Sentiment: Short‑term selling/rotation: Coverage noting the stock trading lower today points to profit‑taking and sector rotation as likely contributors offsetting the positive clinical news. Stock Price Down — Here’s What Happened (American Banking News)
Eli Lilly and Company Trading Down 1.0%
NYSE LLY opened at $930.09 on Tuesday. The company has a debt-to-equity ratio of 1.54, a current ratio of 1.58 and a quick ratio of 1.19. The firm’s fifty day moving average price is $981.73 and its 200 day moving average price is $979.02. The company has a market capitalization of $878.77 billion, a price-to-earnings ratio of 40.53, a price-to-earnings-growth 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 EPS 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 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% on a year-over-year basis. During the same period last year, the firm posted $5.32 EPS. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. On average, sell-side analysts expect that Eli Lilly and Company will post 23.48 earnings per share for the current fiscal year.
Eli Lilly and Company 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.
Further Reading
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