Fulcrum Capital LLC bought a new stake in shares of Eli Lilly and Company (NYSE:LLY – Free Report) during the 4th quarter, HoldingsChannel.com reports. The institutional investor bought 3,818 shares of the company’s stock, valued at approximately $4,103,000.
Other hedge funds have also made changes to their positions in the company. Miller Global Investments LLC bought a new position in shares of Eli Lilly and Company during the 4th quarter valued at about $33,000. Vermillion & White Wealth Management Group LLC raised its holdings in shares of 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 worth $27,000 after purchasing an additional 16 shares in the last quarter. Evolution Wealth Management Inc. acquired a new stake in Eli Lilly and Company during the second quarter valued at approximately $29,000. Steph & Co. boosted its holdings in Eli Lilly and Company by 290.0% during the third quarter. Steph & Co. now owns 39 shares of the company’s stock worth $30,000 after buying an additional 29 shares in the last quarter. Finally, 10Elms LLP boosted its stake 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 worth $31,000 after acquiring an additional 10 shares in the last quarter. Institutional investors and hedge funds own 82.53% of the company’s stock.
More Eli Lilly and Company News
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 (orforglipron), enabling a commercial launch (via LillyDirect) and broader patient access—this is the main growth catalyst behind recent investor enthusiasm. FDA approves Lilly’s Foundayo (PR Newswire)
- Positive Sentiment: Bank of America and other sell‑side notes see Foundayo as a durable commercial opportunity (BofA called it a preferred oral GLP‑1); BofA also raised its price target and reiterated a Buy rating, supporting medium‑term analyst optimism. Bank of America sees Foundayo as preferred oral GLP-1
- Positive Sentiment: Street estimates see a multi‑billion dollar debut for Foundayo (analyst scenarios ~ $1.5B–$2.8B in 2026) and unusually large call‑option activity indicates speculative positioning for further upside from the drug launch. Foundayo Launch Could Drive Up to $2.8B (Blockonomi)
- Neutral Sentiment: Lilly agreed to acquire Centessa (deal value reported around $7.8B), diversifying Lilly’s pipeline into sleep/neuroscience — strategic for long‑term growth but adds near‑term integration and price‑premium risk. LLY to Buy Centessa Pharmaceuticals (Zacks)
- Negative Sentiment: Policy risk: the Trump administration is proposing steep tariffs on branded drugs for companies that haven’t struck pricing deals—this raises regulatory and margin uncertainty for big pharma, including Lilly. Trump Administration Unveils Up to 100% Tariff on Branded Drugs (WSJ)
- Negative Sentiment: Competitive/marketing noise: Novo Nordisk published cross‑trial comparisons claiming its oral Wegovy outperformed Foundayo, and media debate over efficacy/side‑effect differences is tempering some investor enthusiasm. Novo says Wegovy pill outperforms Lilly’s Foundayo (CNBC)
Eli Lilly and Company Stock Performance
Eli Lilly and Company (NYSE:LLY – Get Free Report) last announced its earnings results on Wednesday, February 4th. The company reported $7.54 earnings per share for the quarter, beating analysts’ consensus estimates 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 last year, the company posted $5.32 earnings per share. The firm’s quarterly revenue was up 42.6% compared to the same quarter last year. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. As a group, sell-side analysts anticipate that Eli Lilly and Company will post 23.48 EPS for the current fiscal year.
Wall Street Analysts Forecast Growth
A number of brokerages recently weighed in on LLY. Loop Capital set a $1,200.00 price target on Eli Lilly and Company in a research note on Tuesday, February 10th. Berenberg Bank boosted their price target on shares of Eli Lilly and Company from $950.00 to $1,050.00 and gave the company a “hold” rating in a report on Thursday, February 19th. HSBC downgraded Eli Lilly and Company from a “hold” rating to a “reduce” rating and reduced their price objective for the stock from $1,070.00 to $850.00 in a research note on Tuesday, March 17th. Guggenheim lowered their price target on shares of Eli Lilly and Company from $1,168.00 to $1,163.00 and set a “buy” rating on the stock in a report on Monday. Finally, BMO Capital Markets reaffirmed an “outperform” rating and issued a $1,300.00 price objective on shares of Eli Lilly and Company in a research note on Thursday, February 5th. Two analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $1,222.22.
Get Our Latest Stock Report on LLY
About Eli Lilly and Company
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.
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