Aaron Wealth Advisors LLC Buys 2,193 Shares of Eli Lilly and Company $LLY

Key Points

• Aaron Wealth Advisors LLC increased its stake in Eli Lilly by 21.9% in Q4, buying 2,193 shares to hold 12,196 shares worth $13.11 million, which represents 0.7% of its portfolio and is its 22nd largest holding.
• Eli Lilly launched the FDA‑approved oral GLP‑1 Foundayo with rapidly expanding retail distribution (Amazon Pharmacy, WeightWatchers, GoodRx), supporting near‑term revenue upside, though pricing pressure from Novo Nordisk and low‑cost generics pose competitive risks.
• Analysts have mostly raised price targets and maintain a generally positive view (consensus "Moderate Buy") after a strong quarter (EPS beat, revenue up 42.6%), while the stock trades with a high valuation and ~ $904 billion market cap.

Aaron Wealth Advisors LLC increased its position in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 21.9% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 12,196 shares of the company's stock after buying an additional 2,193 shares during the quarter. Eli Lilly and Company accounts for 0.7% of Aaron Wealth Advisors LLC's portfolio, making the stock its 22nd biggest holding. Aaron Wealth Advisors LLC's holdings in Eli Lilly and Company were worth $13,107,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also added to or reduced their stakes in the company. 10Elms LLP lifted its stake in Eli Lilly and Company by 33.3% during the third quarter. 10Elms LLP now owns 40 shares of the company's stock worth $31,000 after purchasing an additional 10 shares during the period. M.E. Allison & CO. Inc. lifted its stake in Eli Lilly and Company by 0.7% during the fourth 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 during the period. Bridgewater Advisors Inc. lifted its stake in Eli Lilly and Company by 0.3% during the third quarter. Bridgewater Advisors Inc. now owns 3,955 shares of the company's stock worth $3,018,000 after purchasing an additional 11 shares during the period. Manske Wealth Management lifted its stake in Eli Lilly and Company by 2.5% during the third quarter. Manske Wealth Management now owns 448 shares of the company's stock worth $342,000 after purchasing an additional 11 shares during the period. Finally, Verus Wealth Management LLC lifted its stake in Eli Lilly and Company by 3.3% during the fourth quarter. Verus Wealth Management LLC now owns 343 shares of the company's stock worth $369,000 after purchasing an additional 11 shares during the period. 82.53% of the stock is owned by institutional investors and hedge funds.

More Eli Lilly and Company News

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

• Positive Sentiment: FDA‑approved oral GLP‑1 Foundayo is now available in the U.S.; company pricing guidance shows low commercial out‑of‑pocket entry ($25/month with coverage) and a self‑pay reference (~$149/month), supporting near‑term revenue upside from obesity market penetration. Foundayo now available (PR Newswire)
• Positive Sentiment: Retail and pharmacy distribution is expanding quickly—Amazon Pharmacy will stock Foundayo with same‑day delivery at some kiosks, increasing convenience and potential uptake. Faster distribution can translate into faster revenue recognition. Amazon to stock Foundayo (Reuters)
• Positive Sentiment: Third‑party programs expanding access—Weight Watchers is offering Foundayo through its Med+ offering and GoodRx is broadening GLP‑1 access—both moves could increase prescriptions and reduce friction for patients. Weight Watchers adds Foundayo (Yahoo/Globe)
• Positive Sentiment: Wall Street is expecting strong upcoming results—analyst commentary and previews point to large year‑over‑year EPS growth driven by GLP‑1 sales and broader portfolio strength. Positive analyst notes (e.g., Guggenheim) are supporting sentiment ahead of earnings. Q1 expectations (Barchart)
• Neutral Sentiment: Health‑care sector strength is providing a supportive backdrop for drug stocks today, helping LLY alongside peers. Sector update (Yahoo Finance)
• Neutral Sentiment: Management is investing heavily in R&D and new areas (AI‑driven drug discovery and neuroscience, a reported ~$10B focus) to diversify long‑term growth beyond weight‑loss drugs. This is strategic but longer‑dated. Lilly's $10B AI/neuroscience push (MarketBeat)
• Negative Sentiment: Pricing and margin pressure from competition: Novo Nordisk’s pricing actions and lower‑priced alternatives could cap Lilly’s pricing power for GLP‑1 products. A recent high‑dose Wegovy price cut increases competitive pressure. Novo price pressure (MarketWatch)
• Negative Sentiment: Emerging low‑cost generic copies in India are already denting sales, showing international pricing and IP risks that could weigh on growth in certain markets. India generics pressure (Financial Post)
• Negative Sentiment: Some analysts have issued downgrades or issued cautious notes, creating short‑term headwinds for sentiment despite the product launch. Analyst downgrade note (American Banking News)

Eli Lilly and Company Stock Performance

LLY stock opened at $956.49 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 50 day moving average price of $985.96 and a 200 day moving average price of $972.98. Eli Lilly and Company has a fifty-two week low of $623.78 and a fifty-two week high of $1,133.95. The stock has a market capitalization of $903.71 billion, a PE ratio of 41.68, a price-to-earnings-growth ratio of 1.11 and a beta of 0.51.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last posted its quarterly earnings data on Wednesday, February 4th. The company reported $7.54 earnings per share for the quarter, topping 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 during the quarter, compared to analysts' expectations of $17.85 billion. During the same quarter in the previous year, the company posted $5.32 EPS. Eli Lilly and 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. Analysts forecast that Eli Lilly and Company will post 23.48 EPS for the current year.

Analyst Ratings Changes

A number of research analysts have commented on the stock. Cantor Fitzgerald raised their price target on shares of Eli Lilly and Company from $985.00 to $1,205.00 and gave the stock an "overweight" rating in a research note on Thursday, February 5th. Berenberg Bank lifted their target price on shares of Eli Lilly and Company from $950.00 to $1,050.00 and gave the company a "hold" rating in a research note on Thursday, February 19th. Daiwa Securities Group lifted their target price on shares of Eli Lilly and Company from $1,230.00 to $1,250.00 and gave the company a "buy" rating in a research note on Wednesday, February 18th. Freedom Capital upgraded shares of Eli Lilly and Company from a "hold" rating to a "strong-buy" rating in a research note on Tuesday, February 10th. Finally, Argus lifted their target price on shares of Eli Lilly and Company from $930.00 to $1,200.00 and gave the company a "buy" rating in a research note on Monday, February 9th. Two equities research 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 assigned a Sell rating to the company. According to data from MarketBeat, the company presently has an average rating of "Moderate Buy" and a consensus price target of $1,222.22.

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.

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