Dock Street Asset Management Inc. Reduces Stake in Eli Lilly and Company $LLY

Dock Street Asset Management Inc. reduced its stake in shares of Eli Lilly and Company (NYSE:LLY) by 64.0% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 403 shares of the company’s stock after selling 718 shares during the period. Dock Street Asset Management Inc.’s holdings in Eli Lilly and Company were worth $433,000 at the end of the most recent reporting period.

A number of other hedge funds also recently modified their holdings of the stock. Affinity Wealth Management LLC grew its holdings in Eli Lilly and Company by 0.9% during the fourth quarter. Affinity Wealth Management LLC now owns 13,364 shares of the company’s stock valued at $14,362,000 after purchasing an additional 121 shares during the period. Parkwoods Wealth Partners LLC raised its stake in shares of Eli Lilly and Company by 152.8% in the fourth quarter. Parkwoods Wealth Partners LLC now owns 1,901 shares of the company’s stock valued at $2,043,000 after buying an additional 1,149 shares during the period. Lord & Richards Wealth Management LLC raised its stake in shares of Eli Lilly and Company by 2.8% in the fourth quarter. Lord & Richards Wealth Management LLC now owns 699 shares of the company’s stock valued at $752,000 after buying an additional 19 shares during the period. Stewardship Advisors LLC purchased a new position in shares of Eli Lilly and Company during the 4th quarter valued at $289,000. Finally, 25 LLC grew its stake in shares of Eli Lilly and Company by 42.9% during the 4th quarter. 25 LLC now owns 463 shares of the company’s stock worth $498,000 after acquiring an additional 139 shares during the period. Institutional investors own 82.53% of the company’s stock.

More Eli Lilly and Company News

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 Analysts Forecast Growth

A number of equities research analysts recently issued reports on LLY shares. Truist Financial restated a “buy” rating on shares of Eli Lilly and Company in a research note on Monday, February 23rd. Scotiabank reiterated an “outperform” rating and issued a $1,300.00 target price on shares of Eli Lilly and Company in a research note on Thursday, February 5th. 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. Leerink Partners upped 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 research note on Thursday, February 5th. Finally, CICC Research lifted their price objective on shares of Eli Lilly and Company from $1,060.00 to $1,107.00 and gave the company a “neutral” rating in a research note on Wednesday, February 11th. Two investment 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 assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $1,222.22.

Eli Lilly and Company Stock Performance

Eli Lilly and Company stock 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 company has a current ratio of 1.58, a quick ratio of 1.19 and a debt-to-equity ratio of 1.54. The firm has a market capitalization of $884.21 billion, a PE ratio of 40.78, a price-to-earnings-growth ratio of 1.11 and a beta of 0.51. The firm’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 announced its quarterly earnings results on Wednesday, February 4th. The company reported $7.54 EPS for the quarter, beating the consensus estimate of $7.48 by $0.06. The firm had revenue of $19.29 billion during the quarter, compared to the consensus estimate 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 quarterly revenue was up 42.6% compared to the same quarter last year. During the same period last year, the firm earned $5.32 EPS. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. As a group, analysts expect that Eli Lilly and Company will post 23.48 earnings per share for the current fiscal year.

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.