Aventura Private Wealth LLC Buys Shares of 3,861 Eli Lilly and Company $LLY

Key Points

• Aventura Private Wealth LLC initiated a new position of 3,861 shares (~$4.15M) in Eli Lilly, representing about 1.5% of its portfolio and its 11th-largest holding.
• Eli Lilly posted stronger-than-expected quarterly results (EPS $7.54 vs $7.48 est., revenue $19.29B, +42.6% y/y) and set FY2026 EPS guidance of 33.5–35.0, while trading with a market cap of about $855B and a P/E of ~39.5.
• Pipeline catalysts — notably positive Phase‑3 data for retatrutide and pediatric AD trial wins — support upside, but competitive pressure (Novo Nordisk's higher‑dose Wegovy) and tolerability signals are risks; analysts' consensus is a Moderate Buy with an average target around $1,221.44.

Aventura Private Wealth LLC bought a new position in shares of Eli Lilly and Company (NYSE:LLY - Free Report) during the 4th quarter, according to its most recent 13F filing with the SEC. The fund bought 3,861 shares of the company's stock, valued at approximately $4,150,000. Eli Lilly and Company makes up about 1.5% of Aventura Private Wealth LLC's investment portfolio, making the stock its 11th largest position.

Other institutional investors and hedge funds have also made changes to their positions in the company. Innova Wealth Partners grew its holdings in Eli Lilly and Company by 16.8% in the fourth quarter. Innova Wealth Partners now owns 1,472 shares of the company's stock valued at $1,582,000 after purchasing an additional 212 shares during the last quarter. Baldwin Wealth Partners LLC MA raised its stake in shares of Eli Lilly and Company by 1.5% during the 4th quarter. Baldwin Wealth Partners LLC MA now owns 2,311 shares of the company's stock worth $2,484,000 after buying an additional 34 shares during the last quarter. Lakeridge Wealth Management LLC raised its stake in shares of Eli Lilly and Company by 2.5% during the 4th quarter. Lakeridge Wealth Management LLC now owns 1,651 shares of the company's stock worth $1,775,000 after buying an additional 41 shares during the last quarter. Baring Financial LLC boosted its position in shares of Eli Lilly and Company by 35.9% in the 4th quarter. Baring Financial LLC now owns 386 shares of the company's stock worth $415,000 after buying an additional 102 shares in the last quarter. Finally, Sagespring Wealth Partners LLC grew its stake in Eli Lilly and Company by 21.9% in the 4th quarter. Sagespring Wealth Partners LLC now owns 9,853 shares of the company's stock valued at $10,589,000 after acquiring an additional 1,768 shares during the last quarter. 82.53% of the stock is owned by institutional investors and hedge funds.

Eli Lilly and Company Trading Down 1.3%

Shares of LLY stock opened at $905.30 on Monday. The firm's 50-day simple moving average is $1,023.17 and its 200-day simple moving average is $959.29. The company has a debt-to-equity ratio of 1.54, a current ratio of 1.58 and a quick ratio of 1.19. Eli Lilly and Company has a 1-year low of $623.78 and a 1-year high of $1,133.95. The firm has a market cap of $855.35 billion, a P/E ratio of 39.45, a PEG ratio of 1.05 and a beta of 0.40.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last issued its quarterly earnings results on Wednesday, February 4th. The company reported $7.54 EPS for the quarter, topping the consensus estimate of $7.48 by $0.06. The firm had revenue of $19.29 billion during the quarter, compared to analyst estimates of $17.85 billion. Eli Lilly and Company had a net margin of 31.66% and a return on equity of 102.94%. Eli Lilly and Company's revenue for the quarter was up 42.6% compared to the same quarter last year. During the same quarter in the prior year, the business posted $5.32 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. As a group, equities analysts forecast that Eli Lilly and Company will post 23.48 EPS for the current year.

Analyst Upgrades and Downgrades

Several analysts have recently commented on the stock. Freedom Capital upgraded shares of Eli Lilly and Company from a "hold" rating to a "strong-buy" rating in a research report on Tuesday, February 10th. Royal Bank Of Canada started 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 objective for the company. Truist Financial reiterated a "buy" rating on shares of Eli Lilly and Company in a report on Monday, February 23rd. Cantor Fitzgerald raised their price target on Eli Lilly and Company from $985.00 to $1,205.00 and gave the stock an "overweight" rating in a research report on Thursday, February 5th. Finally, Jefferies Financial Group set a $1,300.00 price target on Eli Lilly and Company and gave the stock a "buy" rating in a report on Friday, March 13th. Two equities research 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. According to MarketBeat, the company has a consensus rating of "Moderate Buy" and an average target price of $1,221.44.

Key Stories Impacting Eli Lilly and Company

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

• Positive Sentiment: TRANSCEND‑T2D‑1 Phase 3: Lilly’s triple‑agonist retatrutide showed large A1C reductions and up to ~16.8% weight loss at 40 weeks — a potential blockbuster that expands Lilly’s obesity/diabetes franchise and supports long‑term revenue upside. Lilly PR Newswire
• Positive Sentiment: ADorable‑1 pediatric trial: Positive topline results for EBGLYSS in moderate‑to‑severe atopic dermatitis pediatric patients widen Lilly’s immunology pipeline and add another potential near‑term commercial opportunity. InsiderMonkey: ADorable‑1
• Positive Sentiment: High‑profile endorsement: Jim Cramer publicly said “buy” on Lilly, which can boost retail demand and sentiment in the near term. Yahoo Finance: Cramer
• Neutral Sentiment: Pipeline breadth: Lilly advanced non‑GLP‑1 programs (digital sleep tech in early Alzheimer’s, a new diabetes candidate in Japan, and a master IBD trial), which diversify long‑term growth but have limited immediate revenue impact. TipRanks: Digital Sleep Tech
• Negative Sentiment: Analyst downgrades and rating cuts: Recent downgrades (HSBC and others) have pressured sentiment and contributed to near‑term share weakness. AmericanBankingNews: Analyst Downgrade
• Negative Sentiment: Competitive and safety concerns: Novo Nordisk won FDA clearance for a higher‑dose Wegovy (raising competitive risk in obesity), and some reports flagged an unusual skin reaction/tolerability signal for retatrutide — both factors that can temper uptake forecasts and invite closer regulatory/physician scrutiny. Blockonomi: Wegovy dose Proactive: Retatrutide side‑effect note

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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