Calamos Wealth Management LLC Raises Stock Holdings in Eli Lilly and Company $LLY

Key Points

• Calamos Wealth Management raised its stake in Eli Lilly by 17.5% to 36,951 shares (worth about $39.71 million), making LLY its 13th largest holding.
• Eli Lilly beat Q1 estimates with $7.54 EPS and $19.29 billion in revenue, issued FY2026 guidance of 33.50–35.00 EPS, and reported strong profitability (net margin ~31.7%).
• Strategic moves and mixed sentiment: Lilly is expanding via deals (Ajax Therapeutics up to $2.3B; an AI discovery pact with Profluent up to $2.25B) and analysts have raised targets (average ~ $1,216), but GLP‑1 competition and new rival trial data have heightened near‑term risks and volatility.

Calamos Wealth Management LLC raised its position in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 17.5% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 36,951 shares of the company's stock after acquiring an additional 5,491 shares during the period. Eli Lilly and Company makes up approximately 1.4% of Calamos Wealth Management LLC's holdings, making the stock its 13th biggest holding. Calamos Wealth Management LLC's holdings in Eli Lilly and Company were worth $39,711,000 at the end of the most recent quarter.

Several other hedge funds have also modified their holdings of LLY. Brighton Jones LLC raised its holdings in shares of Eli Lilly and Company by 22.0% during the 4th quarter. Brighton Jones LLC now owns 9,597 shares of the company's stock worth $7,409,000 after acquiring an additional 1,730 shares in the last quarter. Revolve Wealth Partners LLC raised its holdings in shares of Eli Lilly and Company by 2.8% during the 4th quarter. Revolve Wealth Partners LLC now owns 1,471 shares of the company's stock worth $1,136,000 after acquiring an additional 40 shares in the last quarter. Schnieders Capital Management LLC. raised its holdings in shares of Eli Lilly and Company by 16.7% during the 2nd quarter. Schnieders Capital Management LLC. now owns 7,993 shares of the company's stock worth $6,231,000 after acquiring an additional 1,141 shares in the last quarter. Flow Traders U.S. LLC purchased a new stake in shares of Eli Lilly and Company during the 2nd quarter worth approximately $356,000. Finally, Nebula Research & Development LLC purchased a new stake in shares of Eli Lilly and Company during the 2nd quarter worth approximately $749,000. 82.53% of the stock is owned by hedge funds and other institutional investors.

Eli Lilly and Company Stock Performance

Shares of Eli Lilly and Company stock opened at $874.14 on Wednesday. The stock's fifty day moving average is $952.17 and its two-hundred day moving average is $986.25. The company has a market capitalization of $825.91 billion, a PE ratio of 38.09, a price-to-earnings-growth ratio of 1.03 and a beta of 0.51. The company has a quick ratio of 1.19, a current ratio of 1.58 and a debt-to-equity ratio of 1.54. 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 data on Wednesday, February 4th. The company reported $7.54 EPS for the quarter, beating the consensus estimate of $7.48 by $0.06. The company had revenue of $19.29 billion for the quarter, compared to the consensus estimate of $17.85 billion. Eli Lilly and Company had a return on equity of 102.94% and a net margin of 31.66%.Eli Lilly and Company's quarterly revenue was up 42.6% on a year-over-year basis. During the same quarter in the prior year, the company posted $5.32 EPS. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. As a group, analysts expect that Eli Lilly and Company will post 33.9 earnings per share 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: Acquisition — Lilly agreed to buy Ajax Therapeutics for up to $2.3 billion, adding a Type II JAK2 inhibitor for myelofibrosis and expanding its hematology/oncology pipeline. Eli Lilly to acquire Ajax Therapeutics for up to $2.3 billion
• Positive Sentiment: AI drug‑discovery partnership — Lilly struck a deal with AI startup Profluent (reported as up to $2.25 billion), signaling investment in AI-enabled discovery that could accelerate new programs and cost efficiency. Emeryville AI Upstart Snags $2.25 Billion Gene Editing Deal With Eli Lilly
• Positive Sentiment: Analyst support — Multiple analysts and outlets have reiterated bullish views (e.g., Barclays Overweight with a $1,350 target), supporting the narrative that Lilly’s deal cadence and diversified pipeline justify higher valuation. Analysts Reiterate Bullish Outlook on Eli Lilly and Company (LLY) Following Kelonia Acquisition
• Neutral Sentiment: Sector tone — Health‑care stocks broadly edged higher midday, providing modest tailwinds for large-cap pharma names including LLY. Sector Update: Health Care Stocks Edge Higher Late Afternoon
• Neutral Sentiment: Near‑term earnings focus — Analysts are parsing Q1 guidance and launch metrics ahead of results; market reaction may hinge on GLP‑1 trends and margins. Countdown to Lilly (LLY) Q1 Earnings: Wall Street Forecasts for Key Metrics
• Negative Sentiment: GLP‑1 competitive pressure — Data and prescription tracking show Novo Nordisk’s oral Wegovy gaining share vs. Lilly’s oral competitor, raising concerns about Foundayo adoption and near‑term revenue growth. GLP-1 pill race heats up as Wegovy tablet holds strong against Lilly rival
• Negative Sentiment: New competitor data — A late‑stage obesity trial from Boehringer/Ingelheim showed meaningful weight loss, intensifying competition in the obesity space where Lilly has been a market leader. Boehringer-Zealand drug leads to 16.6% weight loss in late-stage trial
• Negative Sentiment: Short‑term pullback/volatility — Shares pulled back with the broader market ahead of earnings as investors weigh pricing pressure, rising costs and softer launch datapoints. Pharmaceutical Stock Pulling Back Before Earnings

Analysts Set New Price Targets

Several equities analysts have recently weighed in on LLY shares. Guggenheim boosted their target price on Eli Lilly and Company from $1,163.00 to $1,183.00 and gave the company a "buy" rating in a research report on Tuesday, April 21st. Bank of America boosted their target price on Eli Lilly and Company from $1,293.00 to $1,294.00 and gave the company a "buy" rating in a research report on Thursday, April 2nd. Daiwa Securities Group boosted their target price on Eli Lilly and Company from $1,230.00 to $1,250.00 and gave the company a "buy" rating in a research report on Wednesday, February 18th. Wells Fargo & Company boosted their target price on Eli Lilly and Company from $1,200.00 to $1,280.00 and gave the company an "overweight" rating in a research report on Thursday, February 5th. Finally, TD Cowen boosted their target price on Eli Lilly and Company from $960.00 to $1,250.00 and gave the company a "buy" rating in a research report on Thursday, January 29th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company's stock. According to MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and an average target price of $1,216.52.

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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