Arlington Trust Co LLC Sells 2,113 Shares of Eli Lilly and Company $LLY

Key Points

• Arlington Trust Co LLC cut its stake in Eli Lilly by 92.8%, selling 2,113 shares in Q4 and now holds 164 shares valued at about $176,000 per its SEC filing.
• Eli Lilly beat Q1 estimates with $8.55 EPS (vs. $6.97 expected) and $19.8B revenue (vs. $17.82B), and raised FY2026 guidance to $35.50–37.00 EPS, driving a share rally.
• About 82.53% of LLY is owned by institutions and analysts hold a "Moderate Buy" consensus with an average target near $1,218.93, though competition and pricing/regulatory risks around GLP‑1 drugs remain key downside considerations.

Arlington Trust Co LLC reduced its position in Eli Lilly and Company (NYSE:LLY - Free Report) by 92.8% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 164 shares of the company's stock after selling 2,113 shares during the quarter. Arlington Trust Co LLC's holdings in Eli Lilly and Company were worth $176,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also bought and sold shares of the company. Exencial Wealth Advisors LLC raised its holdings in shares of Eli Lilly and Company by 189.6% in the third quarter. Exencial Wealth Advisors LLC now owns 17,408 shares of the company's stock worth $13,283,000 after acquiring an additional 11,396 shares during the last quarter. Rede Wealth LLC acquired a new position in shares of Eli Lilly and Company in the third quarter worth $487,000. Cidel Asset Management Inc. raised its holdings in shares of Eli Lilly and Company by 26.5% in the third quarter. Cidel Asset Management Inc. now owns 26,726 shares of the company's stock worth $20,392,000 after acquiring an additional 5,591 shares during the last quarter. Spire Wealth Management raised its holdings in shares of Eli Lilly and Company by 2.2% in the fourth quarter. Spire Wealth Management now owns 27,719 shares of the company's stock worth $29,789,000 after acquiring an additional 592 shares during the last quarter. Finally, Coldstream Capital Management Inc. raised its holdings in shares of Eli Lilly and Company by 25.6% in the third quarter. Coldstream Capital Management Inc. now owns 42,418 shares of the company's stock worth $32,365,000 after acquiring an additional 8,659 shares during the last quarter. 82.53% of the stock is owned by hedge funds and other institutional investors.

Eli Lilly and Company Trading Up 3.3%

NYSE:LLY opened at $965.19 on Friday. The company has a debt-to-equity ratio of 1.54, a quick ratio of 1.19 and a current ratio of 1.58. Eli Lilly and Company has a one year low of $623.78 and a one year high of $1,133.95. The business's 50-day simple moving average is $947.05 and its 200 day simple moving average is $984.98. The stock has a market cap of $911.93 billion, a price-to-earnings ratio of 42.06, a price-to-earnings-growth ratio of 1.10 and a beta of 0.48.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last released its quarterly earnings results on Thursday, April 30th. The company reported $8.55 EPS for the quarter, topping the consensus estimate of $6.97 by $1.58. Eli Lilly and Company had a return on equity of 115.33% and a net margin of 34.98%.The business had revenue of $19.80 billion for the quarter, compared to analysts' expectations of $17.82 billion. During the same quarter in the previous year, the firm posted $3.34 earnings per share. The company's revenue was up 55.5% compared to the same quarter last year. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. As a group, sell-side analysts predict that Eli Lilly and Company will post 33.79 earnings per share for the current fiscal year.

More Eli Lilly and Company News

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

• Positive Sentiment: Q1 results and guidance boost: Lilly reported roughly $19.8B revenue and $8.55 non‑GAAP EPS (well above consensus), raised 2026 revenue guidance to $82–85B and lifted EPS guidance to $35.50–37 — a primary driver of the rally. Eli Lilly raises annual profit forecast as GLP-1 drugs fuel growth
• Positive Sentiment: Foundayo (oral GLP‑1) early traction: Foundayo — the first oral GLP‑1 with no food/water timing restrictions — has seen early prescriptions (management cites >20,000 patients), supporting longer‑term market share and convenience advantages versus rivals. Lilly's Double-Beat Widens the GLP-1 Gap—And a New Pill Could Make It Permanent
• Positive Sentiment: Regulatory tailwind for pricing/protection: The FDA proposed excluding key GLP‑1 active ingredients from the compounding bulk list — a move that would limit cheaper mass compounding and help protect branded volumes/pricing. US FDA proposes excluding weight-loss drugs from compounding list
• Positive Sentiment: Street upgrades and higher price targets: Major banks raised price targets and reiterated buy/overweight ratings after the results and guidance, supporting momentum from institutional analysts. Cantor Fitzgerald raises PT
• Neutral Sentiment: Novo’s oral rollout increases scrutiny: Novo Nordisk is expanding its oral GLP‑1 presence (rebranded Rybelsus/Ozempic pills across many pharmacies), a development investors will watch but which hasn’t flipped the narrative away from Lilly yet. Novo Launches Ozempic Pills Across 70,000 US Pharmacies
• Neutral Sentiment: Valuation and long‑term upside debate: Several analyses highlight a tension between Lilly’s strong top‑line growth and a stretched valuation after multi‑year gains; some see material upside if GLP‑1 momentum persists, others caution about multiple compression risk. Eli Lilly Stock’s Path To 30% Upside
• Negative Sentiment: Competitive and pricing pressure risks remain: PBM/insurer negotiation, faster ramps from rivals and longer‑term generic/compounding threats could pressure realized prices and margin expansion — a risk highlighted in market commentary despite the quarter’s beat. Fast Money panel on Novo vs Lilly
• Negative Sentiment: Regulatory / stakeholder friction: Hospital groups have pushed back on certain Lilly data/340B requests, which could create policy or reimbursement friction to monitor. AHA urges HHS to block Lilly 340B data demands

Analyst Ratings Changes

Several research firms recently commented on LLY. BMO Capital Markets reiterated an "outperform" rating and issued a $1,300.00 target price on shares of Eli Lilly and Company in a research note on Thursday, February 5th. Freedom Capital upgraded Eli Lilly and Company from a "hold" rating to a "strong-buy" rating in a research note on Tuesday, February 10th. Leerink Partners dropped their target price on Eli Lilly and Company from $1,296.00 to $1,058.00 and set an "outperform" rating for the company in a research note on Monday, April 27th. Jefferies Financial Group set a $1,300.00 price target on Eli Lilly and Company and gave the company a "buy" rating in a research report on Friday, March 13th. Finally, Royal Bank Of Canada assumed coverage on Eli Lilly and Company in a research report on Tuesday, February 24th. They set an "outperform" rating and a $1,250.00 price target for the company. Two investment 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 given a Sell rating to the company's stock. According to data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and an average price target of $1,218.93.

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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