Nisa Investment Advisors LLC Raises Holdings in Eli Lilly and Company $LLY

Nisa Investment Advisors LLC raised its holdings in Eli Lilly and Company (NYSE:LLY) by 6.8% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 225,853 shares of the company’s stock after purchasing an additional 14,439 shares during the quarter. Eli Lilly and Company accounts for 3.4% of Nisa Investment Advisors LLC’s holdings, making the stock its 11th largest holding. Nisa Investment Advisors LLC’s holdings in Eli Lilly and Company were worth $242,720,000 as of its most recent SEC filing.

Several other large investors have also modified their holdings of the business. Exencial Wealth Advisors LLC lifted its stake in Eli Lilly and Company by 189.6% during the third quarter. Exencial Wealth Advisors LLC now owns 17,408 shares of the company’s stock worth $13,283,000 after purchasing an additional 11,396 shares in the last quarter. Rede Wealth LLC acquired a new stake in shares of Eli Lilly and Company in the third quarter valued at $487,000. Central Pacific Bank Trust Division raised its holdings in shares of Eli Lilly and Company by 25.8% in the 3rd quarter. Central Pacific Bank Trust Division now owns 8,990 shares of the company’s stock valued at $6,859,000 after buying an additional 1,843 shares during the period. Cidel Asset Management Inc. lifted its stake in Eli Lilly and Company by 26.5% during the 3rd quarter. Cidel Asset Management Inc. now owns 26,726 shares of the company’s stock worth $20,392,000 after acquiring an additional 5,591 shares in the last quarter. Finally, Coldstream Capital Management Inc. boosted its holdings in Eli Lilly and Company by 25.6% during the 3rd quarter. Coldstream Capital Management Inc. now owns 42,418 shares of the company’s stock valued at $32,365,000 after acquiring an additional 8,659 shares during the period. Institutional investors and hedge funds own 82.53% of the company’s stock.

Eli Lilly and Company News Summary

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)

Analysts Set New Price Targets

LLY has been the subject of several research reports. UBS Group reaffirmed a “buy” rating on shares of Eli Lilly and Company in a research report on Wednesday, March 18th. Wall Street Zen raised shares of Eli Lilly and Company from a “buy” rating to a “strong-buy” rating in a research note on Sunday, March 29th. Weiss Ratings restated a “buy (b)” rating on shares of Eli Lilly and Company in a report on Friday, March 27th. Argus increased their target price on shares of Eli Lilly and Company from $930.00 to $1,200.00 and gave the stock a “buy” rating in a report on Monday, February 9th. Finally, Cantor Fitzgerald raised their price target on shares of Eli Lilly and Company from $985.00 to $1,205.00 and gave the company an “overweight” rating in a research report on Thursday, February 5th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $1,222.22.

Eli Lilly and Company Trading Down 2.0%

NYSE:LLY opened at $935.85 on Friday. The stock’s 50 day moving average price is $996.24 and its 200 day moving average price is $966.65. The company has a market capitalization of $884.21 billion, a PE ratio of 40.78, a P/E/G ratio of 1.11 and a beta of 0.51. The company has a quick ratio of 1.19, a current ratio of 1.58 and a debt-to-equity ratio of 1.54. 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) last released its quarterly earnings results on Wednesday, February 4th. The company reported $7.54 EPS for the quarter, beating the consensus estimate of $7.48 by $0.06. Eli Lilly and Company had a net margin of 31.66% and a return on equity of 102.94%. The firm had revenue of $19.29 billion during the quarter, compared to the consensus estimate of $17.85 billion. During the same quarter in the prior year, the firm earned $5.32 EPS. Eli Lilly and Company’s revenue for the quarter was up 42.6% on a year-over-year basis. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. On average, research analysts anticipate that Eli Lilly and Company will post 23.48 EPS for the current year.

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.