Eagle Wealth Advisors LLC Makes New Investment in Eli Lilly and Company $LLY

Key Points

• Eagle Wealth Advisors LLC opened a new stake in Eli Lilly of 2,256 shares valued at about $2.424 million, representing roughly 2.1% of its portfolio and making LLY its 13th-largest holding.
• Eli Lilly reported a strong Q1 beat — $8.55 EPS vs. $6.97 consensus and $19.8B revenue vs. $17.82B — and raised FY2026 guidance to $35.50–37.00 EPS and $82–85B revenue.
• Shares jumped about 3.3% on the news, institutional ownership sits near 82.5%, and analysts have lifted price targets (average target ~$1,218.93) with most ratings at "Buy" or better.

Eagle Wealth Advisors LLC purchased a new position in shares of Eli Lilly and Company (NYSE:LLY - Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm purchased 2,256 shares of the company's stock, valued at approximately $2,424,000. Eli Lilly and Company accounts for about 2.1% of Eagle Wealth Advisors LLC's investment portfolio, making the stock its 13th largest holding.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in LLY. Exencial Wealth Advisors LLC increased its holdings in Eli Lilly and Company by 189.6% during the 3rd quarter. Exencial Wealth Advisors LLC now owns 17,408 shares of the company's stock valued at $13,283,000 after acquiring an additional 11,396 shares in the last quarter. Rede Wealth LLC purchased a new position in Eli Lilly and Company during the 3rd quarter valued at about $487,000. Cidel Asset Management Inc. increased its holdings in Eli Lilly and Company by 26.5% during the 3rd quarter. Cidel Asset Management Inc. now owns 26,726 shares of the company's stock valued at $20,392,000 after acquiring an additional 5,591 shares in the last quarter. Spire Wealth Management increased its holdings in Eli Lilly and Company by 2.2% during the 4th quarter. Spire Wealth Management now owns 27,719 shares of the company's stock valued at $29,789,000 after acquiring an additional 592 shares in the last quarter. Finally, Coldstream Capital Management Inc. increased its holdings in Eli Lilly and Company by 25.6% during the 3rd quarter. Coldstream Capital Management Inc. now owns 42,418 shares of the company's stock valued at $32,365,000 after acquiring an additional 8,659 shares in the last quarter. 82.53% of the stock is owned by institutional investors and hedge funds.

Eli Lilly and Company Trading Up 3.3%

NYSE LLY opened at $965.19 on Friday. The firm has a market capitalization of $911.93 billion, a price-to-earnings ratio of 42.06, a PEG ratio of 1.10 and a beta of 0.48. The company's 50 day moving average price is $947.05 and its 200 day moving average price is $984.98. Eli Lilly and Company has a one year low of $623.78 and a one year high of $1,133.95. The company has a debt-to-equity ratio of 1.54, a quick ratio of 1.19 and a current ratio of 1.58.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last posted its quarterly earnings data on Thursday, April 30th. The company reported $8.55 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $6.97 by $1.58. The company 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 34.98% and a return on equity of 115.33%. The business's quarterly revenue was up 55.5% on a year-over-year basis. During the same quarter last year, the firm posted $3.34 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. On average, sell-side analysts predict 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

Analysts Set New Price Targets

Several equities analysts have weighed in on the stock. Freedom Capital upgraded shares of Eli Lilly and Company from a "hold" rating to a "strong-buy" rating in a report on Tuesday, February 10th. TD Cowen raised their price target on shares of Eli Lilly and Company from $960.00 to $1,250.00 and gave the stock a "buy" rating in a research note on Thursday, January 29th. The Goldman Sachs Group raised their price target on shares of Eli Lilly and Company from $1,260.00 to $1,283.00 and gave the stock a "buy" rating in a research note on Friday. Daiwa Securities Group raised their price target on shares of Eli Lilly and Company from $1,230.00 to $1,250.00 and gave the stock a "buy" rating in a research note on Wednesday, February 18th. Finally, Bank of America raised their price target on shares of Eli Lilly and Company from $1,293.00 to $1,294.00 and gave the stock a "buy" rating in a research note on Thursday, April 2nd. Two research analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company's stock. According to MarketBeat, Eli Lilly and Company currently has an average rating of "Moderate Buy" and an average price target of $1,218.93.

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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