Addison Capital Co Takes $2.05 Million Position in Eli Lilly and Company $LLY

Key Points

• Addison Capital Co opened a new position in Eli Lilly (NYSE:LLY) in Q4, buying 1,910 shares valued at approximately $2.05 million.
• Eli Lilly reported a blowout Q1 (revenue +55.5% YoY, EPS $8.55 vs. $6.97 expected), raised full‑year guidance, and is seeing strong momentum as Mounjaro captures roughly 60% of the GLP‑1 market while analysts lift price targets.
• Investors face heightened near‑term risk after FDA records linking Lilly’s Foundayo to liver‑failure cases prompted a selloff, although analysts largely view the reports as isolated.

Addison Capital Co purchased a new position in shares of Eli Lilly and Company (NYSE:LLY - Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 1,910 shares of the company's stock, valued at approximately $2,053,000.

A number of other large investors have also recently bought and sold shares of the business. 10Elms LLP increased its holdings in Eli Lilly and Company by 33.3% during the 3rd quarter. 10Elms LLP now owns 40 shares of the company's stock valued at $31,000 after acquiring an additional 10 shares in the last quarter. M.E. Allison & CO. Inc. increased its holdings in 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 valued at $1,587,000 after acquiring an additional 10 shares in the last quarter. Tanager Wealth Management LLP increased its holdings in Eli Lilly and Company by 2.6% during the 4th quarter. Tanager Wealth Management LLP now owns 395 shares of the company's stock valued at $424,000 after acquiring an additional 10 shares in the last quarter. Wealthspan Partners LLC increased its holdings in Eli Lilly and Company by 0.5% during the 4th quarter. Wealthspan Partners LLC now owns 2,110 shares of the company's stock valued at $2,268,000 after acquiring an additional 10 shares in the last quarter. Finally, Morey & Quinn Wealth Partners LLC increased its holdings in Eli Lilly and Company by 1.5% during the 4th quarter. Morey & Quinn Wealth Partners LLC now owns 661 shares of the company's stock valued at $710,000 after acquiring an additional 10 shares in the last quarter. Institutional investors and hedge funds 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: Q1 outperformance and raised guidance — Lilly reported a blowout quarter (revenue +55% YoY, EPS well ahead of estimates) and lifted full‑year guidance, supporting the bull case for continued GLP‑1 growth. LLY Q1 Deep Dive
• Positive Sentiment: Mounjaro dominance — Reports highlight Lilly capturing roughly 60% of the GLP‑1 market and Mounjaro revenue surging, reinforcing market share and pricing power in obesity/diabetes treatments. Eli Lilly Captures 60% of the GLP‑1 Market
• Positive Sentiment: Wall Street backing — Multiple firms boosted targets and ratings (Barclays to $1,400; Wolfe reaffirmed outperform with $1,325 target; Cantor Fitzgerald and others raised views), which can sustain buying pressure. Barclays Adjusts Eli Lilly Price Target
• Positive Sentiment: Shareholder returns — Board declared a $1.73 quarterly dividend, adding incremental income support for investors. Lilly Declares Second‑Quarter 2026 Dividend
• Neutral Sentiment: Valuation/conviction pieces — Several outlets argue the pullback has made LLY's valuation more attractive (Fool, 24/7 Wall St.), offering differing price targets and buy arguments for long‑term investors. Is Eli Lilly Stock Heading for $1,000?
• Positive Sentiment: High‑profile endorsements — Media/hosts (including Jim Cramer) have publicly praised Lilly’s weight‑loss franchise and Foundayo, which can attract retail/institutional interest. Eli Lilly’s Weight Loss Pill is Better Than Novo’s, Says Jim Cramer
• Negative Sentiment: Foundayo safety signal — FDA records of liver‑failure cases tied to Foundayo prompted a near‑term selloff and caution from some investors; analysts largely view the reports as isolated but the item increases regulatory & PR risk. FDA Reports Liver Failure in Patient Taking Lilly's Foundayo

Eli Lilly and Company Price Performance

LLY opened at $967.49 on Tuesday. The company's 50 day simple moving average is $947.05 and its 200 day simple moving average is $987.36. The company has a debt-to-equity ratio of 1.26, a quick ratio of 1.10 and a current ratio of 1.50. Eli Lilly and Company has a 1 year low of $623.78 and a 1 year high of $1,133.95. The stock has a market capitalization of $914.11 billion, a PE ratio of 34.37, a P/E/G ratio of 1.13 and a beta of 0.48.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last released its earnings results on Thursday, April 30th. The company reported $8.55 earnings per share (EPS) for the quarter, topping the consensus estimate of $6.97 by $1.58. Eli Lilly and Company had a net margin of 34.98% and a return on equity of 105.77%. The business had revenue of $19.80 billion for the quarter, compared to analysts' expectations of $17.82 billion. During the same period last year, the company earned $3.34 earnings per share. The company's quarterly revenue was up 55.5% on a year-over-year basis. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. As a group, sell-side analysts expect that Eli Lilly and Company will post 33.79 EPS for the current year.

Wall Street Analyst Weigh In

A number of brokerages have recently commented on LLY. Truist Financial reiterated a "buy" rating on shares of Eli Lilly and Company in a report on Monday, February 23rd. Loop Capital set a $1,200.00 price target on shares of Eli Lilly and Company in a report on Tuesday, February 10th. Barclays lifted their price target on shares of Eli Lilly and Company from $1,350.00 to $1,400.00 and gave the stock an "overweight" rating in a report on Monday. Zacks Research downgraded shares of Eli Lilly and Company from a "strong-buy" rating to a "hold" rating in a report on Friday, January 30th. Finally, The Goldman Sachs Group lifted their price target on shares of Eli Lilly and Company from $1,260.00 to $1,283.00 and gave the stock a "buy" rating in a report on Friday. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, Eli Lilly and Company currently has an average rating of "Moderate Buy" and a consensus price target of $1,217.59.

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.

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