Toth Financial Advisory Corp raised its holdings in Eli Lilly and Company (NYSE:LLY – Free Report) by 1,690.6% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 1,146 shares of the company’s stock after buying an additional 1,082 shares during the period. Toth Financial Advisory Corp’s holdings in Eli Lilly and Company were worth $1,232,000 at the end of the most recent reporting period.
Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in LLY. Brighton Jones LLC increased its stake in Eli Lilly and Company by 22.0% in the 4th quarter. Brighton Jones LLC now owns 9,597 shares of the company’s stock valued at $7,409,000 after buying an additional 1,730 shares during the last quarter. Revolve Wealth Partners LLC increased its stake in Eli Lilly and Company by 2.8% in the 4th quarter. Revolve Wealth Partners LLC now owns 1,471 shares of the company’s stock valued at $1,136,000 after buying an additional 40 shares during the last quarter. Schnieders Capital Management LLC. increased its stake in Eli Lilly and Company by 16.7% in the 2nd quarter. Schnieders Capital Management LLC. now owns 7,993 shares of the company’s stock valued at $6,231,000 after buying an additional 1,141 shares during the last quarter. Flow Traders U.S. LLC acquired a new stake in Eli Lilly and Company in the 2nd quarter valued at $356,000. Finally, Jump Financial LLC acquired a new stake in Eli Lilly and Company in the 2nd quarter valued at $6,680,000. 82.53% of the stock is currently owned by institutional investors and hedge funds.
Analyst Ratings Changes
Several equities research analysts have issued reports on LLY shares. Argus lifted their price target on shares of Eli Lilly and Company from $930.00 to $1,200.00 and gave the company a “buy” rating in a research note on Monday, February 9th. UBS Group reissued a “buy” rating on shares of Eli Lilly and Company in a research report on Wednesday, March 18th. HSBC downgraded shares of Eli Lilly and Company from a “hold” rating to a “reduce” rating and decreased their price objective for the company from $1,070.00 to $850.00 in a research report on Tuesday, March 17th. Sanford C. Bernstein reissued an “outperform” rating on shares of Eli Lilly and Company in a research report on Tuesday, March 10th. Finally, BMO Capital Markets reissued an “outperform” rating and issued a $1,300.00 price objective on shares of Eli Lilly and Company in a research report on Thursday, February 5th. Two investment 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 given a Sell rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $1,222.22.
Eli Lilly and Company Stock Performance
Shares of LLY stock opened at $925.93 on Tuesday. The company has a market capitalization of $874.84 billion, a price-to-earnings ratio of 40.35, a PEG ratio of 1.09 and a beta of 0.51. The company has a debt-to-equity ratio of 1.54, a quick ratio of 1.19 and a current ratio of 1.58. The company has a 50-day simple moving average of $990.91 and a 200 day simple moving average of $972.00. Eli Lilly and Company has a 52 week low of $623.78 and a 52 week high of $1,133.95.
Eli Lilly and Company (NYSE:LLY – Get Free Report) last announced its earnings results on Wednesday, February 4th. The company reported $7.54 EPS for the quarter, topping the consensus estimate of $7.48 by $0.06. The business had revenue of $19.29 billion during 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%. Eli Lilly and Company’s revenue was up 42.6% compared to the same quarter last year. During the same quarter in the previous 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 predict that Eli Lilly and Company will post 23.48 earnings per share for the current year.
Eli Lilly and Company News Summary
Here are the key news stories impacting Eli Lilly and Company this week:
- Positive Sentiment: FDA approved Foundayo, the first once-daily oral GLP‑1 for obesity; Lilly has begun rapid U.S. commercialization and analysts see a multi‑billion-dollar revenue opportunity that helps close the gap with rivals. How to Play Lilly Stock Post Oral Obesity Pill Foundayo’s Approval
- Positive Sentiment: Production capacity ramp: Lilly will manufacture the new oral GLP‑1 at a $6.5B Houston plant, reducing supply risk and supporting commercialization scale-up. This is a tangible capex commitment to grow supply for Foundayo. Eli Lilly’s $6.5B Houston plant will make its new FDA-approved GLP-1 weight loss drug
- Positive Sentiment: Access agreement and M&A broaden growth runway: Lilly announced a U.S. pricing/access arrangement to expand Medicare/Medicaid availability for GLP‑1s and is acquiring Centessa (~$7.8B) to add sleep and neuroscience assets — both support longer‑term revenue diversification. Eli Lilly Obesity Pill Approval And Sleep Deal Reshape Growth Story
- Positive Sentiment: Investor sentiment lift: Several bullish notes and price-target increases have followed the Foundayo approval, reinforcing upside case for long‑term revenue and margin expansion. Eli Lilly and Company (NYSE:LLY) Price Target Raised to $1,294.00
- Neutral Sentiment: Sector M&A/AI tailwinds: Pharma and biotech are accelerating M&A and AI-driven R&D investments; Lilly is participating to both defend and extend its pipeline — positive strategically but benefits will play out over quarters. Pharma, Biotech Giants Ramp Up M&A in Q1 to Boost Pipelines
- Neutral Sentiment: Market narrative around AI and a race to a $1T market cap keeps bullish storytelling alive, but share-price milestones remain dependent on sustained revenue/margin execution and pricing environment. Lilly vs JPMorgan: Which Hits a $1 Trillion Market Cap First?
- Negative Sentiment: Price competition concerns: Coverage notes a nascent price war in the oral GLP‑1 category that could cap near‑term revenue/margin upside even after approval, pressuring the immediate stock reaction. StockWatch: Price War Dampens Lilly Surge After Oral GLP-1 Wins FDA Nod
- Negative Sentiment: Analyst repositioning: Some research shops have adjusted ratings/positions post-approval (e.g., reclassifications to Buy vs. Strong Buy), suggesting near-term profit‑taking or more cautious multiple expansion assumptions. Eli Lilly and Company (NYSE:LLY) Downgraded to “Buy” Rating by Wall Street Zen
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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