Dakota Wealth Management Reduces Holdings in Eli Lilly and Company $LLY

Key Points

• Dakota Wealth Management trimmed its stake by 9.1% in Eli Lilly during Q4, selling 3,008 shares and ending the period with 30,187 shares valued at about $32.44 million.
• Eli Lilly beat Q4 estimates with $7.54 EPS and $19.29 billion revenue (up 42.6% y/y), set FY2026 guidance of $33.50–$35.00 EPS, and carries an average analyst rating of "Moderate Buy" with a mean price target of $1,221.44.
• The stock faces notable downside risk from a filed RICO lawsuit that could lead to multi‑billion dollar damages, and Lilly has also asked the U.S. Supreme Court to revisit a whistleblower law, creating legal uncertainty despite generally favorable broker sentiment.

Dakota Wealth Management trimmed its stake in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 9.1% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 30,187 shares of the company's stock after selling 3,008 shares during the quarter. Dakota Wealth Management's holdings in Eli Lilly and Company were worth $32,441,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also bought and sold shares of LLY. Vermillion & White Wealth Management Group LLC boosted its stake in shares of Eli Lilly and Company by 84.2% during the third quarter. Vermillion & White Wealth Management Group LLC now owns 35 shares of the company's stock valued at $27,000 after purchasing an additional 16 shares during the period. Evolution Wealth Management Inc. purchased a new position in shares of Eli Lilly and Company in the second quarter worth $29,000. Steph & Co. raised its holdings in Eli Lilly and Company by 290.0% during the 3rd quarter. Steph & Co. now owns 39 shares of the company's stock valued at $30,000 after buying an additional 29 shares during the last quarter. Bare Financial Services Inc raised its holdings in Eli Lilly and Company by 263.6% during the 2nd quarter. Bare Financial Services Inc now owns 40 shares of the company's stock valued at $31,000 after buying an additional 29 shares during the last quarter. Finally, 10Elms LLP boosted its position in Eli Lilly and Company by 33.3% during the 3rd quarter. 10Elms LLP now owns 40 shares of the company's stock valued at $31,000 after buying an additional 10 shares during the period. 82.53% of the stock is owned by hedge funds and other institutional investors.

Eli Lilly and Company Price Performance

LLY opened at $878.10 on Monday. The stock has a fifty day simple moving average of $1,007.25 and a two-hundred day simple moving average of $964.88. The company has a current ratio of 1.58, a quick ratio of 1.19 and a debt-to-equity ratio of 1.54. The company has a market cap of $829.65 billion, a price-to-earnings ratio of 38.26, a price-to-earnings-growth ratio of 1.02 and a beta of 0.40. Eli Lilly and Company has a 12-month low of $623.78 and a 12-month high of $1,133.95.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last announced its earnings results on Wednesday, February 4th. The company reported $7.54 EPS for the quarter, beating analysts' consensus estimates of $7.48 by $0.06. The firm had revenue of $19.29 billion for the quarter, compared to analysts' expectations of $17.85 billion. Eli Lilly and Company had a net margin of 31.66% and a return on equity of 102.94%. The company's quarterly revenue was up 42.6% on a year-over-year basis. During the same quarter 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. Research analysts predict that Eli Lilly and Company will post 23.48 earnings per share for the current fiscal year.

Key Stories Impacting Eli Lilly and Company

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

• Positive Sentiment: Long-term efficacy data for EBGLYSS (lebrikizumab-lbkz) — new ADlong Phase 3b data show up to four years of durable skin clearance and itch relief, which strengthens Lilly’s immunology franchise beyond GLP-1s and supports future revenue durability. Lilly's EBGLYSS (lebrikizumab-lbkz) delivered up to four years of durable disease control for patients with moderate-to-severe atopic dermatitis
• Positive Sentiment: Analyst estimate increases — Erste Group raised FY2026/2027 EPS assumptions, signaling improved analyst confidence in Lilly’s earnings trajectory. This supports longer-term upside expectations. Eli Lilly and Company Price/Analyst Coverage
• Positive Sentiment: Brokerage sentiment remains favorable — the stock carries an average rating of “Moderate Buy,” which can anchor buying interest on dips. Eli Lilly and Company NYSE: LLY Receives Average Rating of "Moderate Buy" from Brokerages
• Neutral Sentiment: Fund commentary — Janus Henderson’s “Forty Fund” mentioned LLY in its Q4/2025 letter, reflecting institutional interest but not a direct catalyst. Janus Henderson Forty Fund’s Updates on Eli Lilly and Company (LLY)
• Neutral Sentiment: Biotech market activity — new IPOs (e.g., Kailera Therapeutics) and industry reports keep capital flows and competition evolving but are not LLY-specific catalysts. Kailera Therapeutics files for US IPO
• Neutral Sentiment: Supreme Court action — Lilly has asked the U.S. Supreme Court to revisit a Civil War–era whistleblower law; the move could limit future qui tam exposure if successful, but outcome and timing are uncertain. Eli Lilly targets Civil War-era whistleblower law at US Supreme Court
• Negative Sentiment: RICO lawsuit risk — a filed RICO suit alleges conduct that, if successful, could lead to multi‑billion dollar damages, representing a clear legal overhang and downside risk to the stock. RICO suit vs. Lilly could reap billions if successful
• Negative Sentiment: Sector weakness — the NYSE Health Care Index was softer late in the session, creating downward pressure across large-cap pharma including LLY. Sector Update: Health Care Stocks Softer Late Afternoon

Analysts Set New Price Targets

LLY has been the topic of a number of recent analyst reports. HSBC lowered shares of Eli Lilly and Company from a "hold" rating to a "reduce" rating and cut their price target for the stock from $1,070.00 to $850.00 in a report on Tuesday, March 17th. Deutsche Bank Aktiengesellschaft reiterated a "buy" rating and set a $1,285.00 target price on shares of Eli Lilly and Company in a report on Friday, March 6th. Weiss Ratings reissued a "buy (b-)" rating on shares of Eli Lilly and Company in a research note on Monday, December 22nd. National Bank Financial set a $1,286.00 price target on Eli Lilly and Company in a report on Monday, December 1st. Finally, Wall Street Zen raised Eli Lilly and Company from a "buy" rating to a "strong-buy" rating in a research report on Sunday. Two investment 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 given a Sell rating to the company. According to data from MarketBeat, Eli Lilly and Company currently has an average rating of "Moderate Buy" and an average price target of $1,221.44.

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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