Eli Lilly and Company $LLY Holdings Reduced by BCS Wealth Management

BCS Wealth Management cut its stake in Eli Lilly and Company (NYSE:LLY) by 15.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,640 shares of the company’s stock after selling 655 shares during the period. BCS Wealth Management’s holdings in Eli Lilly and Company were worth $3,912,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also made changes to their positions in LLY. Exencial Wealth Advisors LLC boosted its holdings 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 valued at $13,283,000 after acquiring an additional 11,396 shares during the period. Rede Wealth LLC bought a new stake in Eli Lilly and Company during the third quarter valued at about $487,000. Cidel Asset Management Inc. boosted its holdings in Eli Lilly and Company by 26.5% during the third quarter. Cidel Asset Management Inc. now owns 26,726 shares of the company’s stock valued at $20,392,000 after acquiring an additional 5,591 shares during the period. Spire Wealth Management boosted its holdings in Eli Lilly and Company by 2.2% during the fourth quarter. Spire Wealth Management now owns 27,719 shares of the company’s stock valued at $29,789,000 after acquiring an additional 592 shares during the period. Finally, Coldstream Capital Management Inc. boosted its holdings in Eli Lilly and Company by 25.6% during the third 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. 82.53% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

LLY has been the subject of a number of recent analyst reports. Jefferies Financial Group set a $1,300.00 price target on shares of Eli Lilly and Company and gave the company a “buy” rating in a report on Friday, March 13th. 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. Berenberg Bank raised their price target on shares of Eli Lilly and Company from $950.00 to $1,050.00 and gave the stock a “hold” rating in a research report on Thursday, February 19th. Sanford C. Bernstein restated an “outperform” rating on shares of Eli Lilly and Company in a research report on Tuesday, March 10th. Finally, Zacks Research lowered shares of Eli Lilly and Company from a “strong-buy” rating to a “hold” rating in a research report on Friday, January 30th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $1,224.59.

Eli Lilly and Company Trading Up 2.5%

LLY opened at $926.90 on Friday. 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 has a market cap of $875.75 billion, a price-to-earnings ratio of 40.39, a price-to-earnings-growth ratio of 1.05 and a beta of 0.51. The firm has a 50 day simple moving average of $971.16 and a 200 day simple moving average of $980.76. Eli Lilly and Company has a fifty-two week low of $623.78 and a fifty-two week high of $1,133.95.

Eli Lilly and Company (NYSE:LLY) last issued its quarterly earnings data on Wednesday, February 4th. The company reported $7.54 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 net margin of 31.66% and a return on equity of 102.94%. The business’s revenue for the quarter was up 42.6% on a year-over-year basis. During the same quarter in the previous 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. On average, sell-side analysts anticipate that Eli Lilly and Company will post 23.48 earnings per share for the current year.

Trending Headlines about Eli Lilly and Company

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

• Positive Sentiment: Late‑stage ACHIEVE‑4 trial showed cardiovascular benefit (including a large reduction in all‑cause death in a pre‑planned analysis) and non‑inferiority vs. insulin — strengthens Foundayo’s safety/efficacy profile and supports use in diabetes. ACHIEVE‑4 PR
• Positive Sentiment: Commercial launch momentum: Foundayo recorded ~1,390 U.S. prescriptions in its first week, showing initial demand that supports broader revenue upside if uptake continues. Foundayo first‑week scripts
• Positive Sentiment: Analyst sentiment and revenue drivers remain constructive: Mounjaro, Zepbound and Foundayo sales are expected to support strong Q1 revenue — Lilly set to report on April 30. These commercial tailwinds underpin the company’s long‑term growth case. Q1 sales expectations
• Positive Sentiment: Pipeline and M&A expansion: Lilly is acquiring CrossBridge Bio (~$300M reported) to bolster oncology capabilities — diversifies growth beyond obesity/diabetes. CrossBridge Bio acquisition
• Neutral Sentiment: CEO commentary: Lilly’s CEO said weight‑loss drugs may eventually reach ~50% of potential users due to system and cost limits — a realistic market sizing comment that tempers but does not negate the long‑term opportunity. CEO market penetration remarks
• Neutral Sentiment: New entrants and IPOs (e.g., Kailera) show sustained investor interest in GLP‑1/weight‑loss space — increases funding and competition but also validates sector growth. Kailera IPO
• Neutral Sentiment: Lilly confirmed its Q1 2026 results and conference call date (April 30) — a near‑term event that could reprice expectations based on revenue/volume detail. Earnings date confirmation
• Negative Sentiment: Regulatory scrutiny: The FDA has requested additional post‑approval safety data and postmarketing studies for Foundayo (notably liver and cardiovascular signals), creating uncertainty around labeling, payer coverage and adoption. This prompted earlier selling pressure. FDA safety data request
• Negative Sentiment: Competitive/clinical nuance: A recent study suggested Novo Nordisk’s oral agent may better preserve lean body mass versus Lilly’s tirzepatide in some analyses — a potential marketing/clinical drawback to monitor. Lean mass study
• Negative Sentiment: Some outlets noted Foundayo’s initial scripts trail Novo’s oral product in early uptake — underscores competitive pressure in the U.S. obesity market. Launch comparison with Novo

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.