Eli Lilly and Company $LLY Shares Purchased by Wendell David Associates Inc.

Wendell David Associates Inc. increased its stake in Eli Lilly and Company (NYSE:LLY) by 3.4% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 43,568 shares of the company’s stock after purchasing an additional 1,419 shares during the period. Eli Lilly and Company makes up 4.8% of Wendell David Associates Inc.’s holdings, making the stock its 5th largest position. Wendell David Associates Inc.’s holdings in Eli Lilly and Company were worth $46,822,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the stock. 10Elms LLP boosted its stake in Eli Lilly and Company by 33.3% in 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 period. M.E. Allison & CO. Inc. boosted its stake in Eli Lilly and Company by 0.7% in the 4th quarter. M.E. Allison & CO. Inc. now owns 1,477 shares of the company’s stock worth $1,587,000 after purchasing an additional 10 shares during the period. Tanager Wealth Management LLP boosted its stake in Eli Lilly and Company by 2.6% in the 4th quarter. Tanager Wealth Management LLP now owns 395 shares of the company’s stock worth $424,000 after purchasing an additional 10 shares during the period. Morey & Quinn Wealth Partners LLC boosted its stake in Eli Lilly and Company by 1.5% in the 4th quarter. Morey & Quinn Wealth Partners LLC now owns 661 shares of the company’s stock worth $710,000 after purchasing an additional 10 shares during the period. Finally, Wealthspan Partners LLC boosted its stake in Eli Lilly and Company by 0.5% in the 4th quarter. Wealthspan Partners LLC now owns 2,110 shares of the company’s stock worth $2,268,000 after purchasing an additional 10 shares during the period. 82.53% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of equities analysts have recently commented on the stock. Argus increased their price objective on shares of Eli Lilly and Company from $930.00 to $1,200.00 and gave the stock a “buy” rating in a research note on Monday, February 9th. Guggenheim increased their price objective on shares of Eli Lilly and Company from $1,163.00 to $1,183.00 and gave the stock a “buy” rating in a research note on Tuesday, April 21st. Barclays assumed coverage on shares of Eli Lilly and Company in a research note on Thursday, February 19th. They set an “overweight” rating and a $1,350.00 price objective for the company. BMO Capital Markets restated an “outperform” rating and set a $1,300.00 price objective on shares of Eli Lilly and Company in a research note on Thursday, February 5th. Finally, The Goldman Sachs Group increased their price objective on shares of Eli Lilly and Company from $1,260.00 to $1,283.00 and gave the stock a “buy” rating in a research note on Friday. Two equities research 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 given a Sell rating to the stock. Based on data from MarketBeat.com, Eli Lilly and Company presently has an average rating of “Moderate Buy” and an average target price of $1,212.96.

Eli Lilly and Company Trading Up 0.2%

Shares of NYSE:LLY opened at $965.19 on Monday. Eli Lilly and Company has a 52-week low of $623.78 and a 52-week high of $1,133.95. The company has a market capitalization of $911.93 billion, a P/E ratio of 34.29, a price-to-earnings-growth ratio of 1.13 and a beta of 0.48. The company has a 50-day simple moving average of $947.05 and a 200 day simple moving average of $987.36. The company has a debt-to-equity ratio of 1.26, a quick ratio of 1.10 and a current ratio of 1.50.

Eli Lilly and Company (NYSE:LLY) last issued its earnings results on Thursday, April 30th. The company reported $8.55 earnings per share (EPS) for the quarter, beating the consensus estimate of $6.97 by $1.58. Eli Lilly and Company had a net margin of 34.98% and a return on equity of 105.77%. The business had revenue of $19.80 billion during the quarter, compared to the consensus estimate of $17.82 billion. During the same period last year, the business posted $3.34 EPS. Eli Lilly and Company’s revenue was up 55.5% on a year-over-year basis. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. Sell-side analysts forecast that Eli Lilly and Company will post 33.79 earnings per share for the current year.

Eli Lilly and Company News Roundup

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

• Positive Sentiment: Q1 beat and raised outlook — Lilly reported revenue of $19.8B (+55.5% YoY) and non‑GAAP EPS of $8.55, topping estimates and lifting the company’s FY guidance, which supports stronger near‑term earnings growth. Results: Eli Lilly and Company Beat Earnings Expectations And Analysts Now Have New Forecasts
• Positive Sentiment: Blockbuster GLP‑1 sales and new oral pill expand market opportunity — multiple reports note Lilly’s metabolic/weight‑management drugs are delivering blockbuster revenue and that a new oral weight‑loss therapy broadens addressable market, underpinning upside potential. Eli Lilly Just Announced Fantastic News for Shareholders
• Positive Sentiment: Wall Street and media support — analysts (Truist, BofA) reaffirm buy/see upside after trial/data and earnings, and high‑profile coverage (e.g., Jim Cramer) is attracting fresh attention and flows into the name. Truist Reaffirms Buy on Eli Lilly (LLY) After Trial Success
• Neutral Sentiment: Sector‑level caution on GLP‑1 concentration — a Deloitte analysis flagged that GLP‑1s have shifted late‑stage pipeline value and could create a “bubble effect” in pharma, a macro/valuation risk to monitor even as Lilly benefits. ‘Bubble effect’: Weight loss drug fueled growth is putting the pharma sector at risk, report finds
• Neutral Sentiment: Supplemental investor materials — Lilly’s Q1 earnings presentation and analyst deep dives provide details on obesity‑franchise expansion and pipeline investment; useful for modeling but not immediate market movers. Eli Lilly and Company 2026 Q1 – Results – Earnings Call Presentation
• Neutral Sentiment: Unrelated biotech financing — a large offering by Cabaletta Bio is market news for biotech capital markets but does not directly affect Lilly’s fundamentals. Cabaletta Bio Announces Pricing of $150 Million Underwritten Offering
• Negative Sentiment: Price‑target trim by BofA — Bank of America lowered its LLY price target from $1,294 to $1,133 while keeping a Buy rating, a reminder some upside may already be priced in and that valuation sensitivity exists. BofA Securities cuts Eli Lilly price target to $1,133 from $1,294; maintains Buy rating

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.