Eli Lilly and Company $LLY is Tema Etfs LLC's 4th Largest Position

Key Points

• Tema Etfs LLC trimmed its Eli Lilly stake by 7.4% in Q4 to 21,507 shares (about $23.11M), leaving LLY as its 4th‑largest position and roughly 1.8% of the fund's portfolio.
• Major positive catalysts include FDA approval of Foundayo (oral GLP‑1) with an April 6 commercial launch and analyst upgrades that forecast multi‑billion dollar sales, while Lilly's ~$7.8B Centessa acquisition expands its neuroscience pipeline.
• Key risks cited are intensified competition (Novo Nordisk's cross‑trial claims, pricing cuts and generics) and policy/geopolitical pressures (proposed tariffs on branded drugs) that could pressure uptake, pricing and margins.

Tema Etfs LLC lessened its holdings in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 7.4% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 21,507 shares of the company's stock after selling 1,725 shares during the quarter. Eli Lilly and Company makes up about 1.8% of Tema Etfs LLC's investment portfolio, making the stock its 4th biggest position. Tema Etfs LLC's holdings in Eli Lilly and Company were worth $23,113,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently bought and sold shares of LLY. Vermillion & White Wealth Management Group LLC grew its position in 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 acquiring an additional 16 shares during the period. Evolution Wealth Management Inc. purchased a new stake in Eli Lilly and Company during the second quarter worth approximately $29,000. Steph & Co. increased its position in shares of Eli Lilly and Company by 290.0% in the third quarter. Steph & Co. now owns 39 shares of the company's stock worth $30,000 after acquiring an additional 29 shares in the last quarter. 10Elms LLP increased its position in shares of Eli Lilly and Company by 33.3% in the third quarter. 10Elms LLP now owns 40 shares of the company's stock worth $31,000 after acquiring an additional 10 shares in the last quarter. Finally, Miller Global Investments LLC purchased a new stake in Eli Lilly and Company during the 4th quarter worth $33,000. Institutional investors and hedge funds own 82.53% of the company's stock.

Trending Headlines about Eli Lilly and Company

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

• Positive Sentiment: FDA approves Foundayo (orforglipron), the first once‑daily oral GLP‑1 for chronic weight management with no food/water restrictions — a commercial launch (April 6) and analyst forecasts point to multi‑billion dollar sales potential that is boosting investor sentiment. Eli Lilly (LLY) Receives FDA Approval for Foundayo Weight Management Pill
• Positive Sentiment: Bank of America and other brokers reiterate buy/raise views and price targets after the approval, calling Foundayo a preferred oral GLP‑1 and lifting upside expectations for LLY. Bank of America sees Eli Lilly’s Foundayo as preferred oral GLP-1
• Positive Sentiment: Wall Street models expect a strong commercial debut (analyst revenue scenarios in the billions for 2026), supporting upside to near‑term sales and valuation. Wall Street sees multi-billion dollar debut for Lilly's obesity pill
• Positive Sentiment: Lilly's announced acquisition of Centessa (~$7.8B) diversifies the pipeline into neuroscience and is viewed as strategic for long‑term growth beyond metabolic franchises. Eli Lilly to Acquire Centessa Pharmaceuticals
• Neutral Sentiment: Quiet Phase‑1 readout (LY4060874) — no major surprises reported, so limited immediate stock impact but keeps focus on pipeline cadence. LY4060874 Phase 1 Readout
• Neutral Sentiment: Unusually high options activity noted — signals elevated investor/speculator interest around the approval and upcoming launch, but direction uncertain. Eli Lilly Target of Unusually High Options Trading
• Negative Sentiment: Rival Novo Nordisk released cross‑trial comparisons claiming Wegovy’s oral pill produces greater weight loss and fewer adverse events than Foundayo — intensifies competitive risk and could pressure uptake/pricing. Novo Nordisk Wegovy Data Challenges Foundayo
• Negative Sentiment: Broader competitive pressures in weight‑loss drugs — including Novo price cuts/generics in markets like India — highlight margin and pricing risk across the GLP‑1 category. Novo Nordisk price cuts in India
• Negative Sentiment: Policy and macro risk: proposed US tariffs on branded drugs and recent geopolitical tensions have weighed on pharma stocks, capping LLY’s upside despite product news. Trump Administration Unveils Up to 100% Tariff on Branded Drugs LLY Stock Slips As Geopolitical Tensions Weigh

Eli Lilly and Company Price Performance

LLY opened at $935.85 on Friday. The company has a quick ratio of 1.19, a current ratio of 1.58 and a debt-to-equity ratio of 1.54. The company's 50-day moving average price is $993.66 and its 200 day moving average price is $967.95. Eli Lilly and Company has a fifty-two week low of $623.78 and a fifty-two week high of $1,133.95. The firm has a market cap of $884.21 billion, a price-to-earnings ratio of 40.78, a price-to-earnings-growth ratio of 1.09 and a beta of 0.51.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last announced its quarterly earnings results on Wednesday, February 4th. The company reported $7.54 earnings per share (EPS) for the quarter, topping the consensus estimate of $7.48 by $0.06. The business 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%.The business's revenue was up 42.6% on a year-over-year basis. During the same quarter last year, the business posted $5.32 EPS. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. As a group, sell-side analysts expect that Eli Lilly and Company will post 23.48 earnings per share for the current year.

Wall Street Analysts Forecast Growth

LLY has been the subject of a number of recent research reports. Royal Bank Of Canada initiated coverage on Eli Lilly and Company in a research note on Tuesday, February 24th. They issued an "outperform" rating and a $1,250.00 target price for the company. HSBC lowered shares of Eli Lilly and Company from a "hold" rating to a "reduce" rating and lowered their price target for the company from $1,070.00 to $850.00 in a report on Tuesday, March 17th. Zacks Research downgraded Eli Lilly and Company from a "strong-buy" rating to a "hold" rating in a research note on Friday, January 30th. Truist Financial reaffirmed a "buy" rating on shares of Eli Lilly and Company in a research report on Monday, February 23rd. Finally, Berenberg Bank increased their price target on Eli Lilly and Company from $950.00 to $1,050.00 and gave the company a "hold" rating in a report on Thursday, February 19th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company's stock. According to data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and a consensus target price of $1,222.22.

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.

Want to see what other hedge funds are holding LLY? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Eli Lilly and Company (NYSE:LLY - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.