Eli Lilly and Company $LLY Shares Sold by Cottage Street Advisors LLC

Cottage Street Advisors LLC decreased its stake in Eli Lilly and Company (NYSE:LLY) by 32.8% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 1,840 shares of the company’s stock after selling 900 shares during the quarter. Cottage Street Advisors LLC’s holdings in Eli Lilly and Company were worth $1,978,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Maryland Capital Advisors Inc. purchased a new stake in Eli Lilly and Company in the 4th quarter worth approximately $25,000. Vermillion & White Wealth Management Group LLC grew its stake in shares of 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 purchasing an additional 16 shares during the period. 10Elms LLP increased its holdings in shares of Eli Lilly and Company by 33.3% during the 3rd quarter. 10Elms LLP now owns 40 shares of the company’s stock valued at $31,000 after purchasing an additional 10 shares in the last quarter. Miller Global Investments LLC purchased a new position in shares of Eli Lilly and Company during the 4th quarter valued at approximately $33,000. Finally, Hopwood Financial Services Inc. lifted its stake in shares of Eli Lilly and Company by 113.6% in the 3rd quarter. Hopwood Financial Services Inc. now owns 47 shares of the company’s stock valued at $36,000 after purchasing an additional 25 shares during the period. 82.53% of the stock is owned by institutional investors and hedge funds.

Eli Lilly and Company Trading Up 2.5%

Shares of Eli Lilly and Company stock opened at $926.90 on Friday. The firm has a market capitalization of $875.75 billion, a PE ratio of 40.39, a P/E/G ratio of 1.05 and a beta of 0.51. Eli Lilly and Company has a twelve month low of $623.78 and a twelve month high of $1,133.95. The firm’s 50-day moving average price is $971.16 and its 200 day moving average price is $982.29. 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 (NYSE:LLY) last posted its quarterly earnings data on Wednesday, February 4th. The company reported $7.54 EPS for the quarter, topping the consensus estimate of $7.48 by $0.06. Eli Lilly and Company had a return on equity of 102.94% and a net margin of 31.66%.The company had revenue of $19.29 billion during the quarter, compared to analyst estimates of $17.85 billion. During the same period in the previous year, the business earned $5.32 EPS. Eli Lilly and Company’s quarterly revenue was up 42.6% on a year-over-year basis. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. On average, sell-side analysts predict that Eli Lilly and Company will post 23.48 EPS for the current fiscal year.

Key Stories Impacting Eli Lilly and Company

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

• Positive Sentiment: Late‑stage ACHIEVE‑4 trial showed cardiovascular benefit (including a large reduction in all‑cause death in a pre‑planned analysis) and non‑inferiority vs. insulin — strengthens Foundayo’s safety/efficacy profile and supports use in diabetes. ACHIEVE‑4 PR
• Positive Sentiment: Commercial launch momentum: Foundayo recorded ~1,390 U.S. prescriptions in its first week, showing initial demand that supports broader revenue upside if uptake continues. Foundayo first‑week scripts
• Positive Sentiment: Analyst sentiment and revenue drivers remain constructive: Mounjaro, Zepbound and Foundayo sales are expected to support strong Q1 revenue — Lilly set to report on April 30. These commercial tailwinds underpin the company’s long‑term growth case. Q1 sales expectations
• Positive Sentiment: Pipeline and M&A expansion: Lilly is acquiring CrossBridge Bio (~$300M reported) to bolster oncology capabilities — diversifies growth beyond obesity/diabetes. CrossBridge Bio acquisition
• Neutral Sentiment: CEO commentary: Lilly’s CEO said weight‑loss drugs may eventually reach ~50% of potential users due to system and cost limits — a realistic market sizing comment that tempers but does not negate the long‑term opportunity. CEO market penetration remarks
• Neutral Sentiment: New entrants and IPOs (e.g., Kailera) show sustained investor interest in GLP‑1/weight‑loss space — increases funding and competition but also validates sector growth. Kailera IPO
• Neutral Sentiment: Lilly confirmed its Q1 2026 results and conference call date (April 30) — a near‑term event that could reprice expectations based on revenue/volume detail. Earnings date confirmation
• Negative Sentiment: Regulatory scrutiny: The FDA has requested additional post‑approval safety data and postmarketing studies for Foundayo (notably liver and cardiovascular signals), creating uncertainty around labeling, payer coverage and adoption. This prompted earlier selling pressure. FDA safety data request
• Negative Sentiment: Competitive/clinical nuance: A recent study suggested Novo Nordisk’s oral agent may better preserve lean body mass versus Lilly’s tirzepatide in some analyses — a potential marketing/clinical drawback to monitor. Lean mass study
• Negative Sentiment: Some outlets noted Foundayo’s initial scripts trail Novo’s oral product in early uptake — underscores competitive pressure in the U.S. obesity market. Launch comparison with Novo

Analysts Set New Price Targets

Several analysts recently commented on LLY shares. Morgan Stanley raised their price target on shares of Eli Lilly and Company from $1,313.00 to $1,327.00 and gave the company an “overweight” rating in a research report on Friday, April 10th. UBS Group reiterated a “buy” rating on shares of Eli Lilly and Company in a research report on Wednesday, March 18th. Royal Bank Of Canada started coverage on shares of Eli Lilly and Company in a research note on Tuesday, February 24th. They set an “outperform” rating and a $1,250.00 target price on the stock. Weiss Ratings reiterated a “buy (b)” rating on shares of Eli Lilly and Company in a research report on Friday, March 27th. Finally, Daiwa Securities Group boosted their price objective on Eli Lilly and Company from $1,230.00 to $1,250.00 and gave the company a “buy” rating in a research report on Wednesday, February 18th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $1,224.59.

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.