Freestone Capital Holdings LLC lifted its stake in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 5.1% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 28,539 shares of the company’s stock after purchasing an additional 1,384 shares during the quarter. Eli Lilly and Company comprises 0.9% of Freestone Capital Holdings LLC’s portfolio, making the stock its 19th largest position. Freestone Capital Holdings LLC’s holdings in Eli Lilly and Company were worth $30,671,000 as of its most recent filing with the Securities and Exchange Commission.
A number of other institutional investors and hedge funds have also made changes to their positions in LLY. Maryland Capital Advisors Inc. acquired a new stake in shares of Eli Lilly and Company during the 4th quarter worth approximately $25,000. Vermillion & White Wealth Management Group LLC increased its position in Eli Lilly and Company by 84.2% in the 3rd quarter. Vermillion & White Wealth Management Group LLC now owns 35 shares of the company’s stock valued at $27,000 after acquiring an additional 16 shares during the period. 10Elms LLP increased its position in Eli Lilly and Company by 33.3% in the 3rd quarter. 10Elms LLP now owns 40 shares of the company’s stock valued at $31,000 after acquiring an additional 10 shares during the period. Miller Global Investments LLC acquired a new stake in Eli Lilly and Company in the 4th quarter valued at approximately $33,000. Finally, Hopwood Financial Services Inc. increased its position in Eli Lilly and Company by 113.6% in the 3rd quarter. Hopwood Financial Services Inc. now owns 47 shares of the company’s stock valued at $36,000 after acquiring an additional 25 shares during the period. 82.53% of the stock is currently owned by institutional investors and hedge funds.
Eli Lilly and Company News Summary
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
Analyst Upgrades and Downgrades
Several research firms recently commented on LLY. BMO Capital Markets restated an “outperform” rating and issued a $1,300.00 target price on shares of Eli Lilly and Company in a research report on Thursday, February 5th. The Goldman Sachs Group set a $1,260.00 price target on Eli Lilly and Company in a report on Thursday, February 5th. Daiwa Securities Group lifted their price target on Eli Lilly and Company from $1,230.00 to $1,250.00 and gave the company a “buy” rating in a report on Wednesday, February 18th. Rothschild & Co Redburn lifted their price objective on Eli Lilly and Company from $875.00 to $880.00 and gave the company a “neutral” rating in a research report on Friday, April 10th. Finally, Guggenheim reduced their price objective on Eli Lilly and Company from $1,168.00 to $1,163.00 and set a “buy” rating for the company in a research report on Monday, March 30th. Two analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $1,224.59.
Eli Lilly and Company Price Performance
Shares of NYSE:LLY opened at $926.90 on Friday. Eli Lilly and Company has a fifty-two week low of $623.78 and a fifty-two week high of $1,133.95. The business has a 50-day moving average of $971.16 and a two-hundred day moving average of $980.76. The stock has a market capitalization of $875.75 billion, a P/E ratio of 40.39, a P/E/G ratio of 1.05 and a beta of 0.51. 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 – Get Free Report) last announced its quarterly earnings results on Wednesday, February 4th. The company reported $7.54 earnings per share 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 company had revenue of $19.29 billion during the quarter, compared to analysts’ expectations of $17.85 billion. During the same quarter in the previous year, the firm earned $5.32 earnings per share. The business’s quarterly revenue was up 42.6% compared to the same quarter last year. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. On average, equities research analysts predict that Eli Lilly and Company will post 23.48 EPS for the current fiscal 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.
Further Reading
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