Quantum Financial Planning Services Inc. Makes New Investment in Eli Lilly and Company $LLY

Quantum Financial Planning Services Inc. acquired a new stake in Eli Lilly and Company (NYSE:LLY) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund acquired 2,183 shares of the company’s stock, valued at approximately $2,346,000. Eli Lilly and Company comprises 0.9% of Quantum Financial Planning Services Inc.’s holdings, making the stock its 12th biggest position.

Several other large investors have also modified their holdings of the company. Vermillion & White Wealth Management Group LLC raised its position in Eli Lilly and Company by 84.2% in the 3rd quarter. Vermillion & White Wealth Management Group LLC now owns 35 shares of the company’s stock valued at $27,000 after purchasing an additional 16 shares during the last quarter. Evolution Wealth Management Inc. acquired a new stake in Eli Lilly and Company during the 2nd quarter worth $29,000. Steph & Co. grew its position 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 purchasing an additional 29 shares during the last quarter. 10Elms LLP grew its position 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 purchasing an additional 10 shares during the last quarter. Finally, Miller Global Investments LLC acquired a new position in Eli Lilly and Company in the fourth quarter valued at $33,000. 82.53% of the stock is owned by institutional investors and hedge funds.

Eli Lilly and Company Price Performance

Eli Lilly and Company stock opened at $955.45 on Thursday. The company has a market cap of $902.73 billion, a P/E ratio of 41.63, a price-to-earnings-growth ratio of 1.07 and a beta of 0.51. Eli Lilly and Company has a one year low of $623.78 and a one year high of $1,133.95. The business has a fifty day moving average of $999.28 and a two-hundred day moving average of $966.87. The company has a debt-to-equity ratio of 1.54, a quick ratio of 1.19 and a current ratio of 1.58.

Eli Lilly and Company (NYSE:LLY) last posted its quarterly earnings results on Wednesday, February 4th. The company reported $7.54 earnings per share for the quarter, topping analysts’ consensus estimates 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% on a year-over-year basis. 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, analysts predict that Eli Lilly and Company will post 23.48 earnings per share for the current fiscal year.

Analysts Set New Price Targets

Several equities research analysts have recently weighed in on the stock. Wells Fargo & Company increased their target price on shares of Eli Lilly and Company from $1,200.00 to $1,280.00 and gave the stock an “overweight” rating in a research note on Thursday, February 5th. Deutsche Bank Aktiengesellschaft restated a “buy” rating and issued a $1,285.00 price target on shares of Eli Lilly and Company in a research report on Friday, March 6th. Bank of America reduced their price objective on Eli Lilly and Company from $1,286.00 to $1,268.00 and set a “buy” rating for the company in a research note on Monday, December 15th. Cantor Fitzgerald increased their price objective on Eli Lilly and Company from $985.00 to $1,205.00 and gave the stock an “overweight” rating in a research report on Thursday, February 5th. Finally, JPMorgan Chase & Co. lifted their target price on Eli Lilly and Company from $1,150.00 to $1,300.00 and gave the company an “overweight” rating in a research note on Thursday, February 5th. Two 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 assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $1,221.26.

Key Headlines Impacting Eli Lilly and Company

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

• Positive Sentiment: FDA approved Lilly’s oral GLP‑1 weight‑loss pill Foundayo — the approval opens a large, fast‑growing obesity market for a convenient daily pill (Lilly will sell Foundayo via LillyDirect with low listed cash prices and broad availability), which drove the stock rally. Lilly’s weight-loss pill wins US approval, sets up next battle with rival Novo Nordisk – reuters.com
• Positive Sentiment: Lilly agreed to acquire Centessa Pharmaceuticals (up to ~$7.8B including milestones) to add orexin/OX2R sleep‑wake assets — diversification into neuroscience reduces concentration risk on GLP‑1s and supports longer‑term growth expectations. Eli Lilly to buy Centessa Pharma in $6.3 billion deal – Reuters
• Positive Sentiment: Unusual bullish options flow — large volume of call buying suggests traders positioned for further upside after the approval/announcements, amplifying intraday momentum. Eli Lilly Pops on GLP‑1 Pill Approval. Should You Buy LLY Stock Here? – Barchart
• Neutral Sentiment: Competitive dynamics — Novo Nordisk is responding with subscription pricing for Wegovy and other tactics; Foundayo’s pricing/coverage and real‑world adoption vs. Wegovy will determine market share, so near‑term upside could be capped by competition. Novo Nordisk (NVO) Stock: New Wegovy Subscription Pricing Takes on Eli Lilly – Blockonomi
• Negative Sentiment: Policy and pricing risk — Lilly’s CEO publicly opposed codifying ‘Most Favored Nations’ drug‑pricing deals into law, highlighting ongoing regulatory/political risks that could pressure pricing or margins over time. Eli Lilly opposes push to pass Trump’s drug pricing deals into law, CEO says – CNBC

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.