D.A. Davidson & CO. Purchases 1,730 Shares of Eli Lilly and Company $LLY

Key Points

• D.A. Davidson & CO. increased its Eli Lilly stake by 3.6% in Q4, buying 1,730 shares to hold 49,918 shares valued at about $53.64 million.
• Eli Lilly posted a blowout Q1—revenue $19.8B (+55.5% YoY) and EPS $8.55—topping estimates and prompting management to raise full‑year 2026 guidance, driven largely by GLP‑1 sales and early uptake of the oral pill Foundayo.
• An FDA proposal to curb compounding of tirzepatide/semaglutide could bolster branded sales, but ongoing pricing pressure and competition/generics remain key downside risks for investors.

D.A. Davidson & CO. raised its position in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 3.6% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 49,918 shares of the company's stock after acquiring an additional 1,730 shares during the period. D.A. Davidson & CO.'s holdings in Eli Lilly and Company were worth $53,636,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also bought and sold shares of the company. Exencial Wealth Advisors LLC lifted its holdings in Eli Lilly and Company by 189.6% in the 3rd quarter. Exencial Wealth Advisors LLC now owns 17,408 shares of the company's stock valued at $13,283,000 after purchasing an additional 11,396 shares in the last quarter. Rede Wealth LLC purchased a new position in Eli Lilly and Company in the 3rd quarter valued at about $487,000. Cidel Asset Management Inc. lifted its holdings in Eli Lilly and Company by 26.5% in the 3rd quarter. Cidel Asset Management Inc. now owns 26,726 shares of the company's stock valued at $20,392,000 after purchasing an additional 5,591 shares in the last quarter. Spire Wealth Management lifted its holdings in Eli Lilly and Company by 2.2% in the 4th quarter. Spire Wealth Management now owns 27,719 shares of the company's stock valued at $29,789,000 after purchasing an additional 592 shares in the last quarter. Finally, Coldstream Capital Management Inc. lifted its holdings in Eli Lilly and Company by 25.6% in the 3rd quarter. Coldstream Capital Management Inc. now owns 42,418 shares of the company's stock valued at $32,365,000 after purchasing an additional 8,659 shares in the last quarter. Institutional investors own 82.53% of the company's stock.

Key Eli Lilly and Company News

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

• Positive Sentiment: Earnings beat and guidance raise — Lilly reported Q1 revenue of $19.8B (up ~56% YoY) and non‑GAAP EPS that topped estimates; management raised full‑year 2026 revenue and EPS guidance. Lilly Q1 press release
• Positive Sentiment: GLP-1 sales are the growth engine — Mounjaro and Zepbound volumes drove huge top‑line growth and analysts/Jim Cramer highlighted the large addressable weight‑loss market as a multi‑year tailwind. GLP-1 Sales Continue to Lift Eli Lilly
• Positive Sentiment: Regulatory move could limit compounded competitors — the FDA proposed excluding active ingredients in tirzepatide/semaglutide from the 503B bulks list, which would curb large‑scale compounding of cheaper alternatives and support branded sales. FDA proposes excluding weight-loss drugs from compounding list
• Positive Sentiment: Foundayo pill early uptake — management said more than 20,000 people have started the newly launched oral GLP‑1 pill, supporting upside potential for incremental sales beyond injections. More than 20,000 people are taking Eli Lilly's weight loss pill
• Neutral Sentiment: Pipeline and tech partnerships — Lilly signed a multi‑year ~$2.25B AI/genetics deal to advance recombinase-based gene editing, which is strategic for long‑term growth but not immediately revenue‑generating. Eli Lilly Signs Up To $2.25 Billion AI Gene Editing Deal
• Neutral Sentiment: Full earnings detail available — the Q1 earnings call transcript and slides give color on volume vs. price, channel mix and Foundayo expectations for investors who want to dig into the drivers. Eli Lilly Q1 2026 Earnings Call Transcript
• Negative Sentiment: Pricing pressure and lower realized prices — management noted strong volume but lower realized prices for GLP‑1s partially offset revenue growth; sustained price erosion would limit margin upside. FT: Lilly profits more than double as weight-loss drug sales soar
• Negative Sentiment: Competition and generics risk — approvals of generic GLP‑1s abroad and mixed early social‑data on Foundayo vs. peers create execution and share‑loss risk that investors should monitor. LLY falls as Canada approves generic weight-loss drugs

Analyst Upgrades and Downgrades

A number of research firms have issued reports on LLY. Rothschild & Co Redburn upped their target price on shares of Eli Lilly and Company from $875.00 to $880.00 and gave the company a "neutral" rating in a report on Friday, April 10th. HSBC lowered shares of Eli Lilly and Company from a "hold" rating to a "reduce" rating and reduced their target price for the company from $1,070.00 to $850.00 in a report on Tuesday, March 17th. Barclays began coverage on shares of Eli Lilly and Company in a report on Thursday, February 19th. They issued an "overweight" rating and a $1,350.00 target price on the stock. Zacks Research lowered shares of Eli Lilly and Company from a "strong-buy" rating to a "hold" rating in a report on Friday, January 30th. Finally, Argus increased their price objective on shares of Eli Lilly and Company from $930.00 to $1,200.00 and gave the stock a "buy" rating in a report on Monday, February 9th. 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 stock. According to MarketBeat.com, the stock has an average rating of "Moderate Buy" and a consensus price target of $1,216.52.

Eli Lilly and Company Trading Up 10.1%

Shares of LLY stock opened at $937.04 on Friday. The firm has a market cap of $885.33 billion, a P/E ratio of 40.83, a PEG ratio of 1.00 and a beta of 0.51. Eli Lilly and Company has a 1-year low of $623.78 and a 1-year high of $1,133.95. 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's 50-day simple moving average is $947.05 and its 200-day simple moving average is $984.98.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last announced its quarterly earnings data on Thursday, April 30th. The company reported $8.55 earnings per share for the quarter, topping the consensus estimate of $6.97 by $1.58. The business had revenue of $19.80 billion for the quarter, compared to analyst estimates of $17.82 billion. Eli Lilly and Company had a net margin of 31.66% and a return on equity of 102.94%. The company's revenue was up 55.5% on a year-over-year basis. During the same period in the prior year, the firm posted $3.34 EPS. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. As a group, equities analysts forecast that Eli Lilly and Company will post 33.79 EPS for the current year.

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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