Apella Capital LLC Acquires 1,083 Shares of Eli Lilly and Company $LLY

Key Points

• Apella Capital LLC boosted its stake in Eli Lilly by 51.8%, buying 1,083 shares to hold 3,174 shares worth about $3.41 million per its latest 13F filing.
• Eli Lilly beat Q expectations with $7.54 EPS and $19.29 billion in revenue (up 42.6% year‑over‑year), and set FY2026 guidance of $33.50–$35.00 EPS while analysts project roughly 23.48 EPS for the current year.
• The FDA‑approved oral GLP‑1 pill Foundayo is now available with expanding distribution (Amazon Pharmacy, Weight Watchers, GoodRx), supporting near‑term revenue upside, though Novo Nordisk pricing moves and low‑cost generics present competitive risks.

Apella Capital LLC boosted its holdings in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 51.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 3,174 shares of the company's stock after purchasing an additional 1,083 shares during the period. Apella Capital LLC's holdings in Eli Lilly and Company were worth $3,411,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in LLY. Brighton Jones LLC lifted its stake in Eli Lilly and Company by 22.0% during the fourth quarter. Brighton Jones LLC now owns 9,597 shares of the company's stock worth $7,409,000 after purchasing an additional 1,730 shares during the period. Revolve Wealth Partners LLC lifted its stake in Eli Lilly and Company by 2.8% during the fourth quarter. Revolve Wealth Partners LLC now owns 1,471 shares of the company's stock worth $1,136,000 after purchasing an additional 40 shares during the period. Schnieders Capital Management LLC. lifted its stake in Eli Lilly and Company by 16.7% during the second quarter. Schnieders Capital Management LLC. now owns 7,993 shares of the company's stock worth $6,231,000 after purchasing an additional 1,141 shares during the period. Flow Traders U.S. LLC bought a new position in Eli Lilly and Company during the second quarter worth about $356,000. Finally, iSAM Funds UK Ltd bought a new position in Eli Lilly and Company during the second quarter worth about $473,000. Institutional investors own 82.53% of the company's stock.

Eli Lilly and Company Stock Performance

Shares of NYSE:LLY opened at $956.49 on Friday. Eli Lilly and Company has a twelve month low of $623.78 and a twelve month high of $1,133.95. The firm has a market cap 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. The company has a debt-to-equity ratio of 1.54, a quick ratio of 1.19 and a current ratio of 1.58. The business has a fifty day moving average of $985.96 and a 200-day moving average of $972.98.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last announced its earnings results on Wednesday, February 4th. The company reported $7.54 earnings per share for the quarter, beating 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 analyst estimates of $17.85 billion. During the same period last year, the company posted $5.32 earnings per share. The firm'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.

Eli Lilly and Company News Roundup

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)

Analyst Upgrades and Downgrades

A number of brokerages have commented on LLY. Bank of America raised their price target on shares of Eli Lilly and Company from $1,293.00 to $1,294.00 and gave the stock a "buy" rating in a research note on Thursday, April 2nd. JPMorgan Chase & Co. raised their price objective on shares of Eli Lilly and Company from $1,150.00 to $1,300.00 and gave the stock an "overweight" rating in a report on Thursday, February 5th. Leerink Partners raised their price objective on shares of Eli Lilly and Company from $1,234.00 to $1,296.00 and gave the stock an "outperform" rating in a report on Thursday, February 5th. Zacks Research lowered shares of Eli Lilly and Company from a "strong-buy" rating to a "hold" rating in a report on Friday, January 30th. Finally, TD Cowen raised their price objective on shares of Eli Lilly and Company from $960.00 to $1,250.00 and gave the stock a "buy" rating in a report on Thursday, January 29th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-three have issued 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, Eli Lilly and Company presently has a consensus rating of "Moderate Buy" and an average target price of $1,222.22.

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.

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