Lee Financial Co Sells 648 Shares of Eli Lilly and Company $LLY

Lee Financial Co lowered its position in shares of Eli Lilly and Company (NYSE:LLYFree Report) by 27.1% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,746 shares of the company’s stock after selling 648 shares during the period. Lee Financial Co’s holdings in Eli Lilly and Company were worth $1,876,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds also recently made changes to their positions in LLY. Brighton Jones LLC increased its position in shares of Eli Lilly and Company by 22.0% during 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 in the last quarter. Revolve Wealth Partners LLC increased its position in shares of Eli Lilly and Company by 2.8% during the fourth quarter. Revolve Wealth Partners LLC now owns 1,471 shares of the company’s stock valued at $1,136,000 after acquiring an additional 40 shares in the last quarter. Schnieders Capital Management LLC. increased its position in shares of Eli Lilly and Company by 16.7% during the second quarter. Schnieders Capital Management LLC. now owns 7,993 shares of the company’s stock valued at $6,231,000 after acquiring an additional 1,141 shares in the last quarter. Flow Traders U.S. LLC bought a new stake in shares of Eli Lilly and Company during the second quarter valued at approximately $356,000. Finally, Nebula Research & Development LLC bought a new stake in shares of Eli Lilly and Company during the second quarter valued at approximately $749,000. Institutional investors own 82.53% of the company’s stock.

Eli Lilly and Company Trading Down 1.0%

Shares of Eli Lilly and Company stock opened at $930.09 on Tuesday. The company’s fifty day simple moving average is $981.73 and its 200-day simple moving average is $979.02. The stock has a market capitalization of $878.77 billion, a PE ratio of 40.53, a P/E/G ratio of 1.09 and a beta of 0.51. Eli Lilly and Company has a 1-year low of $623.78 and a 1-year high of $1,133.95. The company has a debt-to-equity ratio of 1.54, a current ratio of 1.58 and a quick ratio of 1.19.

Eli Lilly and Company (NYSE:LLYGet Free Report) last issued its quarterly earnings results 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 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 revenue was up 42.6% compared to the same quarter last year. During the same quarter last 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, equities analysts anticipate that Eli Lilly and Company will post 23.48 earnings per share for the current year.

More Eli Lilly and Company News

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)

Wall Street Analyst Weigh In

Several brokerages recently weighed in on LLY. Barclays began coverage on shares of Eli Lilly and Company in a research report on Thursday, February 19th. They set an “overweight” rating and a $1,350.00 price target for the company. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and issued a $1,285.00 target price on shares of Eli Lilly and Company in a research report on Friday, March 6th. Truist Financial reaffirmed a “buy” rating on shares of Eli Lilly and Company in a research report on Monday, February 23rd. Jefferies Financial Group set a $1,300.00 target price on shares of Eli Lilly and Company and gave the stock a “buy” rating in a research report on Friday, March 13th. Finally, Wall Street Zen downgraded shares of Eli Lilly and Company from a “strong-buy” rating to a “buy” rating in a research report on Monday, April 6th. Two research analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $1,224.59.

Get Our Latest Report on LLY

Eli Lilly and Company Company Profile

(Free Report)

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.

See Also

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Institutional Ownership by Quarter for Eli Lilly and Company (NYSE:LLY)

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