Wheelhouse Advisory Group LLC Makes New $1.23 Million Investment in Eli Lilly and Company $LLY

Wheelhouse Advisory Group LLC purchased a new position in Eli Lilly and Company (NYSE:LLY) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 1,135 shares of the company’s stock, valued at approximately $1,226,000. Eli Lilly and Company makes up approximately 0.5% of Wheelhouse Advisory Group LLC’s portfolio, making the stock its 20th largest position.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. 10Elms LLP lifted its holdings in shares of Eli Lilly and Company by 33.3% in the third 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. M.E. Allison & CO. Inc. lifted its holdings in shares of Eli Lilly and Company by 0.7% in the fourth quarter. M.E. Allison & CO. Inc. now owns 1,477 shares of the company’s stock valued at $1,587,000 after purchasing an additional 10 shares in the last quarter. Tanager Wealth Management LLP lifted its holdings in shares of Eli Lilly and Company by 2.6% in the fourth quarter. Tanager Wealth Management LLP now owns 395 shares of the company’s stock valued at $424,000 after purchasing an additional 10 shares in the last quarter. Wealthspan Partners LLC lifted its holdings in shares of Eli Lilly and Company by 0.5% in the fourth quarter. Wealthspan Partners LLC now owns 2,110 shares of the company’s stock valued at $2,268,000 after purchasing an additional 10 shares in the last quarter. Finally, Morey & Quinn Wealth Partners LLC lifted its holdings in shares of Eli Lilly and Company by 1.5% in the fourth quarter. Morey & Quinn Wealth Partners LLC now owns 661 shares of the company’s stock valued at $710,000 after purchasing an additional 10 shares in the last quarter. Institutional investors own 82.53% of the company’s stock.

Eli Lilly and Company Stock Performance

Shares of LLY opened at $937.04 on Friday. The company has a current ratio of 1.58, a quick ratio of 1.19 and a debt-to-equity ratio of 1.54. The company has a market capitalization of $885.33 billion, a price-to-earnings ratio of 40.83, a PEG ratio of 1.00 and a beta of 0.51. The stock has a 50 day moving average of $947.05 and a 200 day moving average of $984.98. Eli Lilly and Company has a 12 month low of $623.78 and a 12 month high of $1,133.95.

Eli Lilly and Company (NYSE:LLY) last issued its quarterly earnings results on Thursday, April 30th. The company reported $8.55 EPS for the quarter, beating analysts’ consensus estimates of $6.97 by $1.58. The company had revenue of $19.80 billion during the quarter, compared to the consensus estimate of $17.82 billion. Eli Lilly and Company had a return on equity of 102.94% and a net margin of 31.66%.Eli Lilly and Company’s revenue was up 55.5% on a year-over-year basis. During the same period last year, the business posted $3.34 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. As a group, sell-side analysts forecast that Eli Lilly and Company will post 33.79 earnings per share for the current year.

Key Eli Lilly and Company News

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

• Positive Sentiment: Q1 beat and guidance lift — Lilly beat revenue and EPS expectations and raised 2026 revenue and EPS guidance, a primary driver of the stock jump. Eli Lilly raises annual profit forecast as GLP-1 drugs fuel growth
• Positive Sentiment: GLP‑1 revenue surge — Strong volume for Mounjaro and Zepbound drove ~56% YoY revenue growth and underpins the revised outlook. Market commentary (Cramer, Barron’s) framed Lilly as the GLP‑1 leader. Eli Lilly Stock Jumps on Earnings Beat as Zepbound and Mounjaro Sales Skyrocket
• Positive Sentiment: Regulatory support vs compounding — The FDA proposed excluding active ingredients for liraglutide/tirzepatide/semaglutide from bulk compounding lists, which would reduce a source of lower‑cost competition if finalized. US FDA proposes excluding weight-loss drugs from compounding list
• Positive Sentiment: Foundayo early uptake & pipeline investments — Management reported >20,000 people on the oral GLP‑1 Foundayo in early weeks and Lilly inked a $2.25B AI/gene-editing pact to broaden future growth vectors. More than 20,000 people are taking Eli Lilly’s weight loss pill, CEO says Eli Lilly Signs Up To $2.25 Billion AI Gene Editing Deal
• Neutral Sentiment: Wall Street position shifts — Some firms lifted price targets and reiterated buy ratings amid the beat, while other analysts trimmed longer‑term forecasts; the sell/buy mix is keeping forward expectations in flux. Guggenheim Raises PT on Eli Lilly (LLY) Amid Several Acquisition Deals
• Neutral Sentiment: Relative opportunity debate — Some traders/TV panels are rotating into beaten‑down peers (e.g., Novo), creating short‑term allocation noise across the GLP‑1 space. Fast Money Panel Says Novo Nordisk Now More Compelling Than Eli Lilly After Falling 70%
• Negative Sentiment: Foundayo launch questions — Social/telehealth data showed mixed early script counts vs. rivals, raising near‑term market‑share and execution concerns for the oral pill. Eli Lilly Stock (LLY) Opinions on Foundayo Pill Launch
• Negative Sentiment: Competition & pricing pressure — Approvals of generics in some jurisdictions and lower realized prices versus prior periods could cap margins over time. Eli Lilly Stock (LLY) Falls as Canada Approves Generic Weight-Loss Drugs

Wall Street Analyst Weigh In

A number of research firms have recently weighed in on LLY. Barclays began coverage on Eli Lilly and Company in a report on Thursday, February 19th. They issued an “overweight” rating and a $1,350.00 target price on the stock. Deutsche Bank Aktiengesellschaft restated a “buy” rating and issued a $1,285.00 target price on shares of Eli Lilly and Company in a report on Friday, March 6th. Morgan Stanley raised their target price on Eli Lilly and Company from $1,313.00 to $1,327.00 and gave the company an “overweight” rating in a report on Friday, April 10th. Royal Bank Of Canada began coverage on Eli Lilly and Company in a report on Tuesday, February 24th. They issued an “outperform” rating and a $1,250.00 target price on the stock. Finally, Zacks Research lowered Eli Lilly and Company from a “strong-buy” rating to a “hold” rating in a report on Friday, January 30th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $1,216.52.

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.