Herbst Group LLC Makes New Investment in Eli Lilly and Company $LLY

Herbst Group LLC acquired a new stake in Eli Lilly and Company (NYSE:LLY) in the 4th quarter, according to the company in its most recent filing with the SEC. The fund acquired 1,925 shares of the company’s stock, valued at approximately $2,069,000.

Other institutional investors also recently modified their holdings of the company. 10Elms LLP increased its stake in Eli Lilly and Company by 33.3% in the third quarter. 10Elms LLP now owns 40 shares of the company’s stock valued at $31,000 after purchasing an additional 10 shares in the last quarter. M.E. Allison & CO. Inc. boosted its position in shares of Eli Lilly and Company by 0.7% during the 4th quarter. M.E. Allison & CO. Inc. now owns 1,477 shares of the company’s stock worth $1,587,000 after purchasing an additional 10 shares in the last quarter. Bridgewater Advisors Inc. boosted its position in shares of Eli Lilly and Company by 0.3% during the 3rd quarter. Bridgewater Advisors Inc. now owns 3,955 shares of the company’s stock worth $3,018,000 after purchasing an additional 11 shares in the last quarter. Manske Wealth Management grew its stake in shares of Eli Lilly and Company by 2.5% in the 3rd quarter. Manske Wealth Management now owns 448 shares of the company’s stock valued at $342,000 after buying an additional 11 shares during the period. Finally, Verus Wealth Management LLC grew its stake in shares of Eli Lilly and Company by 3.3% in the 4th quarter. Verus Wealth Management LLC now owns 343 shares of the company’s stock valued at $369,000 after buying an additional 11 shares during the period. Institutional investors and hedge funds own 82.53% of the company’s stock.

Eli Lilly and Company News Roundup

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

Analysts Set New Price Targets

A number of research analysts recently weighed in on LLY shares. Leerink Partners upped their price target on Eli Lilly and Company from $1,234.00 to $1,296.00 and gave the stock an “outperform” rating in a research note on Thursday, February 5th. CICC Research boosted their price objective on Eli Lilly and Company from $1,060.00 to $1,107.00 and gave the company a “neutral” rating in a report on Wednesday, February 11th. Guggenheim lowered their target price on Eli Lilly and Company from $1,168.00 to $1,163.00 and set a “buy” rating on the stock in a research report on Monday, March 30th. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and issued a $1,285.00 target price on shares of Eli Lilly and Company in a report on Friday, March 6th. Finally, Royal Bank Of Canada began coverage on shares of Eli Lilly and Company in a research report on Tuesday, February 24th. They issued an “outperform” rating and a $1,250.00 price target for the company. 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 assigned a Sell rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $1,222.22.

Eli Lilly and Company Price Performance

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 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 capitalization of $884.21 billion, a price-to-earnings ratio of 40.78, a P/E/G ratio of 1.09 and a beta of 0.51. The firm’s fifty day moving average price is $993.66 and its two-hundred day moving average price is $969.38.

Eli Lilly and Company (NYSE:LLY) last announced its 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. Eli Lilly and Company had a net margin of 31.66% and a return on equity of 102.94%. The company had revenue of $19.29 billion during the quarter, compared to the consensus estimate of $17.85 billion. During the same quarter in the prior year, the company posted $5.32 earnings per share. The firm’s revenue for the quarter 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. As a group, analysts anticipate that Eli Lilly and Company will post 23.48 earnings per share 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.