CFM Wealth Partners LLC Reduces Position in Eli Lilly and Company $LLY

CFM Wealth Partners LLC decreased its holdings in Eli Lilly and Company (NYSE:LLY) by 6.7% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 9,916 shares of the company’s stock after selling 707 shares during the quarter. Eli Lilly and Company accounts for approximately 1.5% of CFM Wealth Partners LLC’s holdings, making the stock its 17th biggest position. CFM Wealth Partners LLC’s holdings in Eli Lilly and Company were worth $10,656,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Exencial Wealth Advisors LLC boosted its stake in shares of Eli Lilly and Company by 189.6% in the 3rd quarter. Exencial Wealth Advisors LLC now owns 17,408 shares of the company’s stock worth $13,283,000 after buying an additional 11,396 shares during the last quarter. Rede Wealth LLC purchased a new stake in Eli Lilly and Company during the third quarter valued at $487,000. Cidel Asset Management Inc. lifted its holdings in Eli Lilly and Company by 26.5% in 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 lifted its holdings in Eli Lilly and Company by 2.2% in 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 position in Eli Lilly and Company by 25.6% in the third quarter. Coldstream Capital Management Inc. now owns 42,418 shares of the company’s stock worth $32,365,000 after purchasing an additional 8,659 shares during the last quarter. Institutional investors own 82.53% of the company’s stock.

Eli Lilly and Company News Summary

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

• Positive Sentiment: Analyst upgrades and higher targets provide support for the shares — firms have recently raised price targets and reiterated bullish views, which underpins medium‑term confidence in execution. Price Target Raised to $1,183.00
• Positive Sentiment: Expanded distribution partnerships broaden commercial reach: Lilly expanded its tie‑up with Hims & Hers to allow prescriptions filled via LillyDirect, increasing patient access to GLP‑1s and Zepbound. This helps commercialization and channel diversification. Eli Lilly (LLY) Expands Partnership with Hims & Hers
• Positive Sentiment: M&A and pipeline progress: recent reports list Lilly acquiring Kelonia (~$7B) and completing a Phase 1 renal study (LY3537982), which reduce early‑stage risk and add potential growth assets. These are constructive for long‑term revenue diversity. Deal Dispatch (mentions Lilly/Kelonia) LY3537982 Renal Study Reaches Completion
• Neutral Sentiment: Upcoming earnings (Q1 report due April 30) is a near‑term catalyst that can amplify moves in either direction — investors are sensitive to any GLP‑1 demand readouts ahead of that release. Weekly GLP-1 prescription data analysis
• Negative Sentiment: Foundayo rollout is tracking below expectations — second‑week U.S. prescriptions were ~3,707, a much smaller early ramp than Novo Nordisk’s oral Wegovy benchmark, raising investor concerns about near‑term obesity market share and pricing/mix. That weaker early uptake is the primary reason shares are under pressure today. Lilly’s obesity pill hits nearly 4000 prescriptions
• Negative Sentiment: Weekly GLP‑1 prescription trackers show mixed demand signals (diabetes scripts steady but obesity scripts softer), and heavy insider selling / shifting institutional flows noted in some data sources add to short‑term sentiment risk. Prescription data and insider activity

Wall Street Analyst Weigh In

Several equities research analysts have recently commented on the stock. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $1,285.00 price target on shares of Eli Lilly and Company in a research report on Friday, March 6th. The Goldman Sachs Group set a $1,260.00 price objective on shares of Eli Lilly and Company in a report on Thursday, February 5th. BMO Capital Markets reaffirmed an “outperform” rating and set a $1,300.00 target price on shares of Eli Lilly and Company in a report on Thursday, February 5th. UBS Group reiterated a “buy” rating on shares of Eli Lilly and Company in a research report on Wednesday, March 18th. Finally, Zacks Research cut shares of Eli Lilly and Company from a “strong-buy” rating to a “hold” rating in a research note on Friday, January 30th. Two 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. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $1,225.33.

Eli Lilly and Company Price Performance

Shares of NYSE:LLY opened at $884.88 on Friday. The company has a market capitalization of $836.05 billion, a P/E ratio of 38.56, a P/E/G ratio of 1.09 and a beta of 0.51. Eli Lilly and Company has a 1-year low of $623.78 and a 1-year high of $1,133.95. The firm’s 50 day simple moving average is $958.83 and its two-hundred day simple moving average is $983.91. 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 (NYSE:LLY) last announced its quarterly earnings data on Wednesday, February 4th. The company reported $7.54 EPS for the quarter, beating 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 firm had revenue of $19.29 billion for the quarter, compared to the consensus estimate of $17.85 billion. During the same period last year, the firm earned $5.32 EPS. The company’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. Research analysts expect that Eli Lilly and Company will post 33.9 EPS for the current fiscal year.

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.