Elser Financial Planning Inc Has $28.18 Million Stake in Eli Lilly and Company $LLY

Elser Financial Planning Inc raised its stake in shares of Eli Lilly and Company (NYSE:LLY) by 32.1% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 26,222 shares of the company’s stock after acquiring an additional 6,374 shares during the quarter. Eli Lilly and Company makes up 20.5% of Elser Financial Planning Inc’s portfolio, making the stock its 2nd biggest position. Elser Financial Planning Inc’s holdings in Eli Lilly and Company were worth $28,180,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors have also modified their holdings of the stock. Members Trust Co grew its stake in Eli Lilly and Company by 4.9% in the fourth quarter. Members Trust Co now owns 682 shares of the company’s stock worth $733,000 after purchasing an additional 32 shares in the last quarter. PFG Private Wealth Management LLC acquired a new stake in Eli Lilly and Company during the fourth quarter valued at approximately $654,000. Frank Rimerman Advisors LLC raised its stake in Eli Lilly and Company by 27.0% during the fourth quarter. Frank Rimerman Advisors LLC now owns 10,792 shares of the company’s stock valued at $11,598,000 after buying an additional 2,295 shares in the last quarter. Nilsine Partners LLC lifted its holdings in Eli Lilly and Company by 4.7% during the 4th quarter. Nilsine Partners LLC now owns 10,194 shares of the company’s stock worth $10,955,000 after buying an additional 461 shares during the last quarter. Finally, Highline Wealth Partners LLC lifted its holdings in Eli Lilly and Company by 12.8% during the 4th quarter. Highline Wealth Partners LLC now owns 132 shares of the company’s stock worth $142,000 after buying an additional 15 shares during the last quarter. Institutional investors and hedge funds own 82.53% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages have recently weighed in on LLY. Zacks Research downgraded Eli Lilly and Company from a “strong-buy” rating to a “hold” rating in a report on Friday, January 30th. Barclays assumed coverage on Eli Lilly and Company in a research note on Thursday, February 19th. They set an “overweight” rating and a $1,350.00 price objective on the stock. JPMorgan Chase & Co. boosted their target price on shares of Eli Lilly and Company from $1,150.00 to $1,300.00 and gave the company an “overweight” rating in a research note on Thursday, February 5th. Wells Fargo & Company increased their target price on shares of Eli Lilly and Company from $1,200.00 to $1,280.00 and gave the stock an “overweight” rating in a report on Thursday, February 5th. Finally, Freedom Capital upgraded shares of Eli Lilly and Company from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, February 10th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, four have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, Eli Lilly and Company has a consensus rating of “Moderate Buy” and an average target price of $1,222.22.

Eli Lilly and Company News Summary

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

• Positive Sentiment: FDA approves Foundayo (orforglipron), the first once‑daily oral GLP‑1 for chronic weight management with no food/water restrictions — a commercial launch (April 6) and analyst forecasts point to multi‑billion dollar sales potential that is boosting investor sentiment. Eli Lilly (LLY) Receives FDA Approval for Foundayo Weight Management Pill
• Positive Sentiment: Bank of America and other brokers reiterate buy/raise views and price targets after the approval, calling Foundayo a preferred oral GLP‑1 and lifting upside expectations for LLY. Bank of America sees Eli Lilly’s Foundayo as preferred oral GLP-1
• Positive Sentiment: Wall Street models expect a strong commercial debut (analyst revenue scenarios in the billions for 2026), supporting upside to near‑term sales and valuation. Wall Street sees multi-billion dollar debut for Lilly’s obesity pill
• Positive Sentiment: Lilly’s announced acquisition of Centessa (~$7.8B) diversifies the pipeline into neuroscience and is viewed as strategic for long‑term growth beyond metabolic franchises. Eli Lilly to Acquire Centessa Pharmaceuticals
• Neutral Sentiment: Quiet Phase‑1 readout (LY4060874) — no major surprises reported, so limited immediate stock impact but keeps focus on pipeline cadence. LY4060874 Phase 1 Readout
• Neutral Sentiment: Unusually high options activity noted — signals elevated investor/speculator interest around the approval and upcoming launch, but direction uncertain. Eli Lilly Target of Unusually High Options Trading
• Negative Sentiment: Rival Novo Nordisk released cross‑trial comparisons claiming Wegovy’s oral pill produces greater weight loss and fewer adverse events than Foundayo — intensifies competitive risk and could pressure uptake/pricing. Novo Nordisk Wegovy Data Challenges Foundayo
• Negative Sentiment: Broader competitive pressures in weight‑loss drugs — including Novo price cuts/generics in markets like India — highlight margin and pricing risk across the GLP‑1 category. Novo Nordisk price cuts in India
• Negative Sentiment: Policy and macro risk: proposed US tariffs on branded drugs and recent geopolitical tensions have weighed on pharma stocks, capping LLY’s upside despite product news. Trump Administration Unveils Up to 100% Tariff on Branded Drugs LLY Stock Slips As Geopolitical Tensions Weigh

Eli Lilly and Company Trading Up 0.0%

Shares of NYSE LLY opened at $935.85 on Friday. Eli Lilly and Company has a 12-month low of $623.78 and a 12-month high of $1,133.95. The company has a market cap of $884.21 billion, a price-to-earnings ratio of 40.78, a price-to-earnings-growth ratio of 1.09 and a beta of 0.51. The company has a current ratio of 1.58, a quick ratio of 1.19 and a debt-to-equity ratio of 1.54. The stock’s 50 day simple moving average is $993.66 and its 200 day simple moving average is $967.95.

Eli Lilly and Company (NYSE:LLY) last issued its quarterly earnings data on Wednesday, February 4th. The company reported $7.54 EPS for the quarter, topping analysts’ consensus estimates 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 during the quarter, compared to the consensus estimate of $17.85 billion. During the same period in the prior year, the business earned $5.32 EPS. The firm’s revenue 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 expect that Eli Lilly and Company will post 23.48 EPS for the current year.

About Eli Lilly and Company

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.