Eli Lilly and Company $LLY Shares Purchased by Cyndeo Wealth Partners LLC

Cyndeo Wealth Partners LLC boosted its stake in Eli Lilly and Company (NYSE:LLY) by 7.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 14,939 shares of the company’s stock after acquiring an additional 1,010 shares during the quarter. Cyndeo Wealth Partners LLC’s holdings in Eli Lilly and Company were worth $16,055,000 at the end of the most recent reporting period.

Other large investors also recently bought and sold shares of the company. Miller Global Investments LLC purchased a new stake in Eli Lilly and Company during the 4th quarter worth $33,000. Sumitomo Mitsui Financial Group Inc. acquired a new position in Eli Lilly and Company in the 2nd quarter worth $27,000. Vermillion & White Wealth Management Group LLC boosted its position in Eli Lilly and Company by 84.2% in the 3rd quarter. Vermillion & White Wealth Management Group LLC now owns 35 shares of the company’s stock valued at $27,000 after buying an additional 16 shares during the last quarter. Evolution Wealth Management Inc. purchased a new position in Eli Lilly and Company in the 2nd quarter valued at about $29,000. Finally, Steph & Co. grew its stake in shares of Eli Lilly and Company by 290.0% during the third quarter. Steph & Co. now owns 39 shares of the company’s stock valued at $30,000 after acquiring an additional 29 shares in the last quarter. Institutional investors and hedge funds own 82.53% of the company’s stock.

Eli Lilly and Company Trading Down 1.3%

NYSE:LLY opened at $905.30 on Monday. The firm has a market capitalization of $855.35 billion, a P/E ratio of 39.45, a P/E/G ratio of 1.05 and a beta of 0.40. The business has a 50 day simple moving average of $1,023.17 and a 200 day simple moving average of $959.29. The company has a debt-to-equity ratio of 1.54, a current ratio of 1.58 and a quick ratio of 1.19. 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 earnings results on Wednesday, February 4th. The company reported $7.54 earnings per share for the quarter, topping the consensus estimate of $7.48 by $0.06. Eli Lilly and Company had a return on equity of 102.94% and a net margin of 31.66%.The firm had revenue of $19.29 billion for the quarter, compared to analyst estimates of $17.85 billion. During the same period last year, the company earned $5.32 earnings per share. The firm’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. Equities research analysts predict that Eli Lilly and Company will post 23.48 EPS for the current year.

Key Stories Impacting Eli Lilly and Company

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

Wall Street Analyst Weigh In

Several research analysts recently commented on the company. Wolfe Research boosted their price target on Eli Lilly and Company from $1,050.00 to $1,250.00 and gave the stock an “outperform” rating in a research note on Wednesday, December 3rd. Sanford C. Bernstein restated an “outperform” rating on shares of Eli Lilly and Company in a research note on Tuesday, March 10th. Royal Bank Of Canada started coverage on Eli Lilly and Company in a report on Tuesday, February 24th. They set an “outperform” rating and a $1,250.00 price objective on the stock. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Eli Lilly and Company in a research report on Monday, December 22nd. Finally, Barclays initiated coverage on shares of Eli Lilly and Company in a research report on Thursday, February 19th. They set an “overweight” rating and a $1,350.00 price target for the company. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $1,221.44.

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.