Cwm LLC Grows Stake in Eli Lilly and Company $LLY

Key Points

• Cwm LLC raised its stake in Eli Lilly by 39.9% in Q4 to 137,831 shares, worth about $148.1 million per its latest 13F filing.
• Financials: Eli Lilly beat Q4 estimates with $7.54 EPS and $19.29 billion revenue (up 42.6% YoY), set FY2026 guidance of 33.50–35.00 EPS, and carries a consensus analyst target near $1,224.59 with mostly "Buy" ratings.
• Product/pipeline and regulatory risks: Lilly’s new obesity drug Foundayo logged ~1,390 U.S. prescriptions in its first week and ACHIEVE‑4 showed cardiovascular benefits, but the FDA has requested additional post‑approval safety data, adding short‑term uncertainty for adoption and labeling.

Cwm LLC lifted its stake in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 39.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 137,831 shares of the company's stock after purchasing an additional 39,276 shares during the period. Cwm LLC's holdings in Eli Lilly and Company were worth $148,124,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also modified their holdings of LLY. Brighton Jones LLC increased its stake in shares of Eli Lilly and Company by 22.0% during the fourth quarter. Brighton Jones LLC now owns 9,597 shares of the company's stock worth $7,409,000 after purchasing an additional 1,730 shares in the last quarter. Revolve Wealth Partners LLC increased its stake in shares of Eli Lilly and Company by 2.8% during the fourth quarter. Revolve Wealth Partners LLC now owns 1,471 shares of the company's stock worth $1,136,000 after purchasing an additional 40 shares in the last quarter. Schnieders Capital Management LLC. increased its stake in shares of Eli Lilly and Company by 16.7% during the second quarter. Schnieders Capital Management LLC. now owns 7,993 shares of the company's stock worth $6,231,000 after purchasing 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 second quarter worth about $356,000. Finally, Nebula Research & Development LLC purchased a new stake in shares of Eli Lilly and Company during the second quarter worth about $749,000. Hedge funds and other institutional investors own 82.53% of the company's stock.

Eli Lilly and Company Stock Performance

NYSE:LLY opened at $926.90 on Monday. 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 capitalization of $875.75 billion, a price-to-earnings ratio of 40.39, a PEG ratio of 1.08 and a beta of 0.51. The company's 50-day moving average is $971.16 and its two-hundred day moving average is $983.39. 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 posted its earnings results on Wednesday, February 4th. The company reported $7.54 earnings per share 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 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 was up 42.6% on a year-over-year basis. During the same period in the previous year, the business posted $5.32 EPS. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. Analysts forecast that Eli Lilly and Company will post 23.48 EPS for the current year.

Wall Street Analysts Forecast Growth

A number of analysts have recently commented on the stock. Loop Capital set a $1,200.00 target price on shares of Eli Lilly and Company in a research note on Tuesday, February 10th. Scotiabank reaffirmed 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. CICC Research upped their price objective on shares of Eli Lilly and Company from $1,060.00 to $1,107.00 and gave the company a "neutral" rating in a research note on Wednesday, February 11th. Cantor Fitzgerald upped their price objective on shares of Eli Lilly and Company from $985.00 to $1,205.00 and gave the company an "overweight" rating in a research note on Thursday, February 5th. Finally, Wall Street Zen cut shares of Eli Lilly and Company from a "strong-buy" rating to a "buy" rating in a research note on Monday, April 6th. Two research analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company currently has an average rating of "Moderate Buy" and a consensus target price of $1,224.59.

Eli Lilly and Company News Summary

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

• Positive Sentiment: Late‑stage ACHIEVE‑4 trial showed cardiovascular benefit (including a large reduction in all‑cause death in a pre‑planned analysis) and non‑inferiority vs. insulin — strengthens Foundayo’s safety/efficacy profile and supports use in diabetes. ACHIEVE‑4 PR
• Positive Sentiment: Commercial launch momentum: Foundayo recorded ~1,390 U.S. prescriptions in its first week, showing initial demand that supports broader revenue upside if uptake continues. Foundayo first‑week scripts
• Positive Sentiment: Analyst sentiment and revenue drivers remain constructive: Mounjaro, Zepbound and Foundayo sales are expected to support strong Q1 revenue — Lilly set to report on April 30. These commercial tailwinds underpin the company’s long‑term growth case. Q1 sales expectations
• Positive Sentiment: Pipeline and M&A expansion: Lilly is acquiring CrossBridge Bio (~$300M reported) to bolster oncology capabilities — diversifies growth beyond obesity/diabetes. CrossBridge Bio acquisition
• Neutral Sentiment: CEO commentary: Lilly’s CEO said weight‑loss drugs may eventually reach ~50% of potential users due to system and cost limits — a realistic market sizing comment that tempers but does not negate the long‑term opportunity. CEO market penetration remarks
• Neutral Sentiment: New entrants and IPOs (e.g., Kailera) show sustained investor interest in GLP‑1/weight‑loss space — increases funding and competition but also validates sector growth. Kailera IPO
• Neutral Sentiment: Lilly confirmed its Q1 2026 results and conference call date (April 30) — a near‑term event that could reprice expectations based on revenue/volume detail. Earnings date confirmation
• Negative Sentiment: Regulatory scrutiny: The FDA has requested additional post‑approval safety data and postmarketing studies for Foundayo (notably liver and cardiovascular signals), creating uncertainty around labeling, payer coverage and adoption. This prompted earlier selling pressure. FDA safety data request
• Negative Sentiment: Competitive/clinical nuance: A recent study suggested Novo Nordisk’s oral agent may better preserve lean body mass versus Lilly’s tirzepatide in some analyses — a potential marketing/clinical drawback to monitor. Lean mass study
• Negative Sentiment: Some outlets noted Foundayo’s initial scripts trail Novo’s oral product in early uptake — underscores competitive pressure in the U.S. obesity market. Launch comparison with Novo

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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