Assetmark Inc. Purchases 3,523 Shares of Eli Lilly and Company $LLY

Key Points

• Assetmark Inc. raised its stake in Eli Lilly by 6.4%, acquiring 3,523 shares to hold 58,883 shares worth about $63.28 million at the end of the quarter, and institutional investors now own roughly 82.53% of the company.
• Eli Lilly beat quarterly expectations with $7.54 EPS (vs. $7.48 expected) and $19.29 billion in revenue (up 42.6% year‑over‑year), and set FY2026 guidance of 33.500–35.000 EPS; the company has a market cap near $854 billion and a PE around 39.4.
• News is mixed for the drug pipeline: positive ACHIEVE‑4 results for Foundayo boosted confidence in its cardiovascular profile, but the FDA has requested additional post‑marketing safety data, introducing regulatory uncertainty.

Assetmark Inc. raised its position in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 6.4% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 58,883 shares of the company's stock after acquiring an additional 3,523 shares during the period. Assetmark Inc.'s holdings in Eli Lilly and Company were worth $63,280,000 at the end of the most recent quarter.

Other institutional investors also recently made changes to their positions in the company. Maryland Capital Advisors Inc. bought a new stake in shares of Eli Lilly and Company during the fourth quarter worth approximately $25,000. Vermillion & White Wealth Management Group LLC boosted its holdings in shares of Eli Lilly and Company by 84.2% during the third quarter. Vermillion & White Wealth Management Group LLC now owns 35 shares of the company's stock worth $27,000 after acquiring an additional 16 shares during the period. 10Elms LLP boosted its holdings in shares of 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 acquiring an additional 10 shares during the period. Miller Global Investments LLC bought a new stake in shares of Eli Lilly and Company during the fourth quarter worth approximately $33,000. Finally, Hopwood Financial Services Inc. boosted its holdings in shares of Eli Lilly and Company by 113.6% during the third quarter. Hopwood Financial Services Inc. now owns 47 shares of the company's stock worth $36,000 after acquiring an additional 25 shares during the period. Institutional investors own 82.53% of the company's stock.

Eli Lilly and Company Stock Down 0.1%

Shares of NYSE:LLY opened at $904.00 on Friday. The company has a fifty day moving average of $973.76 and a 200-day moving average of $979.36. The company has a market capitalization of $854.12 billion, a PE ratio of 39.39, a price-to-earnings-growth ratio of 1.05 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. Eli Lilly and Company has a 52-week low of $623.78 and a 52-week high of $1,133.95.

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 (EPS) for the quarter, topping the consensus estimate of $7.48 by $0.06. The company had revenue of $19.29 billion during the quarter, compared to the consensus estimate of $17.85 billion. Eli Lilly and Company had a net margin of 31.66% and a return on equity of 102.94%. The company's revenue for the quarter was up 42.6% compared to the same quarter last year. During the same period in the prior year, the business earned $5.32 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. On average, equities analysts predict that Eli Lilly and Company will post 23.48 EPS for the current fiscal year.

Key Eli Lilly and Company News

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

• Positive Sentiment: ACHIEVE‑4 late‑stage results show Foundayo reduced all‑cause death and major cardiovascular events versus insulin, strengthening the drug’s safety profile and supporting broader use in diabetes/obesity markets. ACHIEVE-4 topline results
• Positive Sentiment: Wall Street and analysts have applauded Foundayo’s cardiovascular data and several brokers have reiterated buy views, which supports investor confidence in Lilly’s obesity franchise as a long‑term growth driver. Analysts applaud Foundayo data
• Positive Sentiment: Expectations for strong Q1 revenue from Mounjaro and Zepbound — driven by improved supply and global uptake — are supporting the top‑line outlook ahead of the earnings call. Mounjaro and Zepbound sales outlook
• Neutral Sentiment: Lilly confirmed its Q1 2026 results and conference call for April 30 — a key event that will give investors updated sales, margin and guidance color for the obesity/diabetes franchise. Q1 results announcement
• Neutral Sentiment: Lilly agreed to acquire CrossBridge Bio to add dual‑payload ADC technology — a small, strategic bolt‑on that bolsters oncology pipeline optionality but is not material to near‑term revenues. CrossBridge Bio acquisition
• Negative Sentiment: The FDA has asked Lilly for additional post‑marketing safety data on Foundayo (liver and cardiovascular signals), prompting regulatory uncertainty that pressured the stock despite positive trial results. FDA requests post‑marketing studies
• Negative Sentiment: A study comparing weight‑loss drugs suggests competitive differences in lean‑mass preservation (Novo’s semaglutide vs. Lilly’s tirzepatide), highlighting potential efficacy/safety tradeoffs that could influence prescriber and payer preferences. Competitive lean‑mass study

Analyst Upgrades and Downgrades

LLY has been the topic of a number of recent research reports. Scotiabank restated an "outperform" rating and set a $1,300.00 price objective on shares of Eli Lilly and Company in a research note on Thursday, February 5th. The Goldman Sachs Group set a $1,260.00 target price on Eli Lilly and Company in a report on Thursday, February 5th. Berenberg Bank raised their price target on Eli Lilly and Company from $950.00 to $1,050.00 and gave the stock a "hold" rating in a research report on Thursday, February 19th. Truist Financial reaffirmed a "buy" rating on shares of Eli Lilly and Company in a research note on Monday, February 23rd. Finally, Argus upped their price objective on shares of Eli Lilly and Company from $930.00 to $1,200.00 and gave the stock a "buy" rating in a research report on Monday, February 9th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, four have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and an average target price of $1,224.59.

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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