QP Wealth Management LLC acquired a new stake in shares of Eli Lilly and Company (NYSE:LLY – Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 706 shares of the company’s stock, valued at approximately $759,000.
Several other large investors have also modified their holdings of LLY. Iowa State Bank grew its holdings in shares of Eli Lilly and Company by 1.3% in the 4th quarter. Iowa State Bank now owns 5,656 shares of the company’s stock worth $6,078,000 after acquiring an additional 70 shares during the last quarter. Collective Family Office LLC lifted its holdings in shares of Eli Lilly and Company by 2.1% during the fourth quarter. Collective Family Office LLC now owns 999 shares of the company’s stock valued at $1,074,000 after purchasing an additional 21 shares during the last quarter. Nvest Financial LLC boosted its position in shares of Eli Lilly and Company by 2.2% in the 4th quarter. Nvest Financial LLC now owns 2,291 shares of the company’s stock valued at $2,463,000 after purchasing an additional 49 shares during the period. Fulcrum Equity Management boosted its position in shares of Eli Lilly and Company by 92.0% in the 4th quarter. Fulcrum Equity Management now owns 764 shares of the company’s stock valued at $821,000 after purchasing an additional 366 shares during the period. Finally, Ehrlich Financial Group purchased a new position in Eli Lilly and Company in the 4th quarter worth about $257,000. 82.53% of the stock is owned by institutional investors.
Key Eli Lilly and Company News
Here are the key news stories impacting Eli Lilly and Company this week:
- Positive Sentiment: TRANSCEND‑T2D‑1 Phase 3: Lilly’s triple‑agonist retatrutide showed large A1C reductions and up to ~16.8% weight loss at 40 weeks — a potential blockbuster that expands Lilly’s obesity/diabetes franchise and supports long‑term revenue upside. Lilly PR Newswire
- Positive Sentiment: ADorable‑1 pediatric trial: Positive topline results for EBGLYSS in moderate‑to‑severe atopic dermatitis pediatric patients widen Lilly’s immunology pipeline and add another potential near‑term commercial opportunity. InsiderMonkey: ADorable‑1
- Positive Sentiment: High‑profile endorsement: Jim Cramer publicly said “buy” on Lilly, which can boost retail demand and sentiment in the near term. Yahoo Finance: Cramer
- Neutral Sentiment: Pipeline breadth: Lilly advanced non‑GLP‑1 programs (digital sleep tech in early Alzheimer’s, a new diabetes candidate in Japan, and a master IBD trial), which diversify long‑term growth but have limited immediate revenue impact. TipRanks: Digital Sleep Tech
- Negative Sentiment: Analyst downgrades and rating cuts: Recent downgrades (HSBC and others) have pressured sentiment and contributed to near‑term share weakness. AmericanBankingNews: Analyst Downgrade
- Negative Sentiment: Competitive and safety concerns: Novo Nordisk won FDA clearance for a higher‑dose Wegovy (raising competitive risk in obesity), and some reports flagged an unusual skin reaction/tolerability signal for retatrutide — both factors that can temper uptake forecasts and invite closer regulatory/physician scrutiny. Blockonomi: Wegovy dose Proactive: Retatrutide side‑effect note
Eli Lilly and Company Price Performance
Eli Lilly and Company (NYSE:LLY – Get Free Report) last posted its quarterly 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. Eli Lilly and Company had a net margin of 31.66% and a return on equity of 102.94%. The business had revenue of $19.29 billion during the quarter, compared to analysts’ expectations 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. Equities research analysts expect that Eli Lilly and Company will post 23.48 EPS for the current fiscal year.
Wall Street Analysts Forecast Growth
Several analysts have issued reports on LLY shares. Deutsche Bank Aktiengesellschaft restated a “buy” rating and set a $1,285.00 price objective on shares of Eli Lilly and Company in a report on Friday, March 6th. Truist Financial reissued a “buy” rating on shares of Eli Lilly and Company in a research report on Monday, February 23rd. Wolfe Research boosted their price target on shares of Eli Lilly and Company from $1,050.00 to $1,250.00 and gave the company an “outperform” rating in a report on Wednesday, December 3rd. BMO Capital Markets restated an “outperform” rating and issued a $1,300.00 price target on shares of Eli Lilly and Company in a research report on Thursday, February 5th. Finally, Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Eli Lilly and Company in a research note on Tuesday, March 10th. Two research 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 issued a Sell rating to the stock. According to data from MarketBeat.com, Eli Lilly and Company presently has a consensus rating of “Moderate Buy” and an average target price of $1,221.44.
Check Out Our Latest Analysis on LLY
Eli Lilly and 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.
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