Birch Financial Group LLC Sells 986 Shares of Eli Lilly and Company $LLY

Birch Financial Group LLC cut its holdings in shares of Eli Lilly and Company (NYSE:LLY) by 69.2% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 439 shares of the company’s stock after selling 986 shares during the quarter. Birch Financial Group LLC’s holdings in Eli Lilly and Company were worth $472,000 as of its most recent SEC filing.

A number of other large investors have also added to or reduced their stakes in the business. Capital Research Global Investors increased its holdings in shares of Eli Lilly and Company by 20.9% in the third quarter. Capital Research Global Investors now owns 25,088,371 shares of the company’s stock valued at $19,141,787,000 after purchasing an additional 4,332,008 shares during the last quarter. Amundi increased its holdings in shares of Eli Lilly and Company by 27.1% in the third quarter. Amundi now owns 4,525,902 shares of the company’s stock valued at $3,823,977,000 after purchasing an additional 964,675 shares during the last quarter. Victory Capital Management Inc. raised its position in shares of Eli Lilly and Company by 47.6% in the third quarter. Victory Capital Management Inc. now owns 2,309,006 shares of the company’s stock valued at $1,761,772,000 after purchasing an additional 744,868 shares during the period. Danske Bank A S bought a new position in shares of Eli Lilly and Company in the third quarter valued at about $512,022,000. Finally, Capital International Investors lifted its stake in shares of Eli Lilly and Company by 6.1% during the 3rd quarter. Capital International Investors now owns 10,001,509 shares of the company’s stock worth $7,628,447,000 after buying an additional 579,381 shares during the last quarter. Institutional investors own 82.53% of the company’s stock.

Eli Lilly and Company Stock Performance

Shares of NYSE:LLY opened at $935.85 on Friday. Eli Lilly and Company has a 1 year low of $623.78 and a 1 year high of $1,133.95. The stock has a market capitalization of $884.21 billion, a price-to-earnings ratio of 40.78, a price-to-earnings-growth ratio of 1.11 and a beta of 0.51. The company has a debt-to-equity ratio of 1.54, a current ratio of 1.58 and a quick ratio of 1.19. The company’s 50 day simple moving average is $996.24 and its 200 day simple moving average is $966.65.

Eli Lilly and Company (NYSE:LLY) last released 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. The firm had revenue of $19.29 billion during the quarter, compared to analysts’ expectations of $17.85 billion. Eli Lilly and Company had a return on equity of 102.94% and a net margin of 31.66%.The company’s quarterly revenue was up 42.6% on a year-over-year basis. During the same period in the prior year, the company earned $5.32 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. As a group, research analysts predict that Eli Lilly and Company will post 23.48 EPS for the current fiscal year.

Eli Lilly and Company News Roundup

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)

Wall Street Analyst Weigh In

Several analysts recently commented on the stock. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Eli Lilly and Company in a report on Friday, March 27th. Leerink Partners increased their price target on shares of Eli Lilly and Company from $1,234.00 to $1,296.00 and gave the company an “outperform” rating in a report on Thursday, February 5th. Loop Capital set a $1,200.00 price target on Eli Lilly and Company in a research note on Tuesday, February 10th. UBS Group reiterated a “buy” rating on shares of Eli Lilly and Company in a research note on Wednesday, March 18th. Finally, Jefferies Financial Group set a $1,300.00 price objective on shares of Eli Lilly and Company and gave the company a “buy” rating in a report on Friday, March 13th. 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 issued a Sell rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $1,222.22.

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.