Cadence Bank Sells 1,042 Shares of Eli Lilly and Company $LLY

Key Points

• Cadence Bank reduced its Eli Lilly stake by 9.1%, selling 1,042 shares and ending the quarter with 10,349 shares worth about $11.12 million.
• Eli Lilly delivered a strong Q1 beat (EPS $8.55 vs. $6.97 estimate; revenue $19.8B vs. $17.82B) and raised FY2026 guidance (revenue $82–85B; EPS $35.50–37), triggering analyst price‑target upgrades and a consensus "Moderate Buy."
• Major institutions (e.g., Vanguard, Capital Research, Amundi) have been increasing positions—institutional ownership stands at 82.53%—although the article flags competitive, pricing and regulatory risks from rivals and PBMs.

Cadence Bank lowered its position in Eli Lilly and Company (NYSE:LLY - Free Report) by 9.1% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 10,349 shares of the company's stock after selling 1,042 shares during the period. Cadence Bank's holdings in Eli Lilly and Company were worth $11,122,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also added to or reduced their stakes in LLY. Capital Research Global Investors increased its position in shares of Eli Lilly and Company by 20.9% during the third quarter. Capital Research Global Investors now owns 25,088,371 shares of the company's stock worth $19,141,787,000 after acquiring an additional 4,332,008 shares during the period. Vanguard Group Inc. boosted its stake in shares of Eli Lilly and Company by 1.2% during the fourth quarter. Vanguard Group Inc. now owns 81,965,974 shares of the company's stock valued at $88,087,193,000 after purchasing an additional 1,006,885 shares in the last quarter. Amundi boosted its stake in shares of Eli Lilly and Company by 27.1% during the third quarter. Amundi now owns 4,525,902 shares of the company's stock valued at $3,823,977,000 after purchasing an additional 964,675 shares in the last quarter. Victory Capital Management Inc. boosted its stake in shares of Eli Lilly and Company by 47.6% during the third quarter. Victory Capital Management Inc. now owns 2,309,006 shares of the company's stock valued at $1,761,772,000 after purchasing an additional 744,868 shares in the last quarter. Finally, Danske Bank A S bought a new position in shares of Eli Lilly and Company during the third quarter valued at approximately $512,022,000. Institutional investors own 82.53% of the company's stock.

Analyst Upgrades and Downgrades

A number of equities analysts have recently issued reports on LLY shares. Guggenheim increased their price objective on shares of Eli Lilly and Company from $1,163.00 to $1,183.00 and gave the company a "buy" rating in a research note on Tuesday, April 21st. Wall Street Zen raised shares of Eli Lilly and Company from a "buy" rating to a "strong-buy" rating in a report on Saturday. JPMorgan Chase & Co. boosted their target price on shares of Eli Lilly and Company from $1,150.00 to $1,300.00 and gave the company an "overweight" rating in a research note on Thursday, February 5th. Deutsche Bank Aktiengesellschaft reissued a "buy" rating and issued a $1,285.00 price target on shares of Eli Lilly and Company in a report on Friday, March 6th. Finally, Rothschild & Co Redburn boosted their price target on shares of Eli Lilly and Company from $875.00 to $880.00 and gave the stock a "neutral" rating in a report on Friday, April 10th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and a consensus price target of $1,218.93.

Eli Lilly and Company Stock Performance

NYSE LLY opened at $965.19 on Friday. The company has a market cap of $911.93 billion, a P/E ratio of 42.06, a P/E/G ratio of 1.10 and a beta of 0.48. 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 stock has a 50-day moving average of $947.05 and a two-hundred day moving average of $984.98. Eli Lilly and Company has a 1-year low of $623.78 and a 1-year high of $1,133.95.

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

Key Stories Impacting Eli Lilly and Company

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

Eli Lilly and 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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