Avanza Fonder AB Has $33.82 Million Position in Eli Lilly and Company $LLY

Key Points

• Avanza Fonder AB boosted its position in Eli Lilly by 1,113.8% in Q4 to 31,474 shares worth $33.82 million, making LLY about 0.9% of the firm's portfolio and its 18th-largest holding.
• LLY shows strong momentum—Q EPS of $7.54 topped estimates, revenue rose 42.6% year-over-year, management set FY2026 EPS guidance of 33.50–35.00, and analysts (including Morgan Stanley) remain largely bullish thanks to GLP‑1/obesity franchise growth.
• Risks include a planned phase-out of select insulin products in Europe by 2027 and increasing public/policy scrutiny of GLP‑1s, while valuation comparisons with peers keep investor debate active.

Avanza Fonder AB raised its position in Eli Lilly and Company (NYSE:LLY - Free Report) by 1,113.8% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 31,474 shares of the company's stock after purchasing an additional 28,881 shares during the period. Eli Lilly and Company makes up about 0.9% of Avanza Fonder AB's investment portfolio, making the stock its 18th biggest holding. Avanza Fonder AB's holdings in Eli Lilly and Company were worth $33,824,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the company. Rialto Wealth Management LLC increased its position in shares of Eli Lilly and Company by 75.3% in the 4th quarter. Rialto Wealth Management LLC now owns 277 shares of the company's stock valued at $298,000 after buying an additional 119 shares in the last quarter. RVW Wealth LLC lifted its holdings in Eli Lilly and Company by 83.7% during the fourth quarter. RVW Wealth LLC now owns 2,192 shares of the company's stock worth $2,356,000 after acquiring an additional 999 shares in the last quarter. First Heartland Consultants Inc. lifted its holdings in Eli Lilly and Company by 0.7% during the fourth quarter. First Heartland Consultants Inc. now owns 3,731 shares of the company's stock worth $4,009,000 after acquiring an additional 27 shares in the last quarter. Scott & Selber Inc. grew its stake in Eli Lilly and Company by 4.1% in the fourth quarter. Scott & Selber Inc. now owns 2,243 shares of the company's stock valued at $2,411,000 after acquiring an additional 88 shares during the period. Finally, Sunflower Bank N.A. increased its holdings in shares of Eli Lilly and Company by 16.1% in the fourth quarter. Sunflower Bank N.A. now owns 2,022 shares of the company's stock worth $2,173,000 after acquiring an additional 280 shares in the last quarter. 82.53% of the stock is owned by institutional investors.

Key Headlines Impacting Eli Lilly and Company

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

• Positive Sentiment: Morgan Stanley reiterated an Overweight rating and a $1,313 price target, highlighting Lilly’s new employer access platform for obesity therapies and reinforcing bullish institutional support. Morgan Stanley Reiterates Overweight on Eli Lilly (LLY), Cites Growth Potential of New Platform
• Positive Sentiment: Ongoing GLP‑1 strength is repeatedly cited as the core growth engine — multiple analyst/fund notes point to blockbuster obesity/weight‑management drugs as the main revenue driver. Eli Lilly (LLY) Gained From Growth in its GLP-1 Franchises Drugs
• Positive Sentiment: Distribution expansion: Kroger pharmacies began offering Lilly’s Zepbound weight‑management product with support/savings programs, improving retail access and patient uptake prospects. What Kroger (KR)'s New Zepbound Access and Premium Ice Cream Push Means For Shareholders
• Positive Sentiment: Clinical progress: Lilly completed a pediatric pharmacokinetic (PK) study for a next‑gen diabetes candidate, de‑risking a development path that could broaden the diabetes portfolio. Lilly Advances Next-Gen Diabetes Drug With Completed Pediatric PK Study
• Positive Sentiment: Retail/influencer support: Jim Cramer and other high‑profile commentators continue to include LLY among top healthcare picks, adding retail momentum. Is Eli Lilly (LLY) The Best Healthcare Stock to Buy According to Jim Cramer?
• Neutral Sentiment: Zacks noted Lilly outpaced the market in the latest session, reflecting the mix of positive headlines but not adding new catalysts. Eli Lilly (LLY) Outpaces Stock Market Gains: What You Should Know
• Neutral Sentiment: Valuation/peer debate continues — analyses contrasting Lilly vs. Novo Nordisk and AbbVie focus investor attention on whether LLY’s premium multiple already prices in growth. Novo Nordisk Vs. Eli Lilly: Cheap Vs. Expensive, But No Clear Opportunity
• Negative Sentiment: Product rationalization risk: Lilly plans to phase out select insulin products across Europe by 2027 — could lower sales in that region and signals portfolio adjustments that investors should model. Eli Lilly to phase out select insulin products across Europe by 2027
• Negative Sentiment: Heightened public/policy scrutiny around GLP‑1s (societal obligation debate) could lead to reputational or reimbursement pressure even as sales grow. Eli Lilly and the ‘societal obligation’ of GLP-1s

Eli Lilly and Company Stock Performance

Shares of Eli Lilly and Company stock opened at $915.71 on Thursday. 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 firm has a market cap of $865.18 billion, a price-to-earnings ratio of 39.90, a price-to-earnings-growth ratio of 1.05 and a beta of 0.40. The stock's 50-day moving average is $1,013.13 and its 200-day moving average is $961.39. Eli Lilly and Company has a one year low of $623.78 and a one year high of $1,133.95.

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 (EPS) for the quarter, topping 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 business had revenue of $19.29 billion during the quarter, compared to the consensus estimate of $17.85 billion. During the same period last year, the company earned $5.32 earnings per share. Eli Lilly and Company's quarterly 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. Equities analysts predict that Eli Lilly and Company will post 23.48 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently commented on LLY shares. Scotiabank reaffirmed an "outperform" rating and set a $1,300.00 price target on shares of Eli Lilly and Company in a research report on Thursday, February 5th. Berenberg Bank boosted their price objective on Eli Lilly and Company from $950.00 to $1,050.00 and gave the company a "hold" rating in a research report on Thursday, February 19th. Morgan Stanley restated an "overweight" rating and set a $1,313.00 target price on shares of Eli Lilly and Company in a report on Thursday, March 5th. Rothschild & Co Redburn lifted their price target on shares of Eli Lilly and Company from $775.00 to $830.00 and gave the company a "neutral" rating in a research note on Monday, January 26th. Finally, The Goldman Sachs Group set a $1,260.00 price target on shares of Eli Lilly and Company in a report on Thursday, February 5th. Two analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, four have given a Hold rating and one has given a Sell rating to the company's stock. According to data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and a consensus target price of $1,221.44.

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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