Eli Lilly and Company $LLY Position Increased by Wealthfront Advisers LLC

Key Points

• Wealthfront Advisers LLC increased its Eli Lilly stake by 4.2% to 115,280 shares, worth about $123.9 million at quarter‑end, and institutional investors now own roughly 82.5% of LLY.
• Eli Lilly posted a Q1 beat—$19.8B revenue and $8.55 EPS (vs. $6.97 est.)—and raised FY‑2026 guidance to $82–85B revenue and $35.50–37.00 EPS, driven by strong GLP‑1 demand and early uptake of oral GLP‑1 Foundayo.
• Street sentiment turned more positive with multiple price‑target upgrades (consensus PT ≈ $1,218.93), but investors should weigh competitive and pricing risks from rivals (e.g., Novo) and potential valuation compression.

Wealthfront Advisers LLC raised its position in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 4.2% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 115,280 shares of the company's stock after buying an additional 4,662 shares during the quarter. Wealthfront Advisers LLC's holdings in Eli Lilly and Company were worth $123,889,000 at the end of the most recent quarter.

A number of other hedge funds also recently bought and sold shares of the company. Maryland Capital Advisors Inc. acquired a new stake in shares of Eli Lilly and Company during the 4th quarter valued at $25,000. Vermillion & White Wealth Management Group LLC boosted its stake in shares of Eli Lilly and Company by 84.2% during the 3rd quarter. Vermillion & White Wealth Management Group LLC now owns 35 shares of the company's stock valued at $27,000 after buying an additional 16 shares during the period. 10Elms LLP boosted its stake in shares of 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. Miller Global Investments LLC acquired a new stake in shares of Eli Lilly and Company during the 4th quarter valued at $33,000. Finally, Hopwood Financial Services Inc. boosted its stake in shares of Eli Lilly and Company by 113.6% during the 3rd quarter. Hopwood Financial Services Inc. now owns 47 shares of the company's stock valued at $36,000 after buying an additional 25 shares during the period. 82.53% of the stock is owned by hedge funds and other institutional investors.

Key Eli Lilly and Company News

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

Analyst Ratings Changes

A number of equities research analysts have issued reports on LLY shares. Rothschild & Co Redburn lifted 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 research note on Friday, April 10th. Freedom Capital raised shares of Eli Lilly and Company from a "hold" rating to a "strong-buy" rating in a research report on Tuesday, February 10th. Loop Capital set a $1,200.00 price objective on shares of Eli Lilly and Company in a research report on Tuesday, February 10th. Daiwa Securities Group raised their price objective on shares of Eli Lilly and Company from $1,230.00 to $1,250.00 and gave the company a "buy" rating in a research report on Wednesday, February 18th. Finally, TD Cowen raised their price objective on shares of Eli Lilly and Company from $960.00 to $1,250.00 and gave the company a "buy" rating in a research report on Thursday, January 29th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company's stock. According to MarketBeat, the stock has an average rating of "Moderate Buy" and a consensus price target of $1,218.93.

Eli Lilly and Company Trading Up 3.3%

NYSE:LLY opened at $965.19 on Friday. Eli Lilly and Company has a 12 month low of $623.78 and a 12 month high of $1,133.95. The firm has a market cap of $911.93 billion, a price-to-earnings ratio of 42.06, a P/E/G ratio of 1.10 and a beta of 0.48. 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 is $947.05 and its 200-day moving average is $984.98.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last announced its earnings results on Thursday, April 30th. The company reported $8.55 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $6.97 by $1.58. Eli Lilly and Company had a net margin of 34.98% and a return on equity of 115.33%. The business had revenue of $19.80 billion for the quarter, compared to analyst estimates of $17.82 billion. During the same quarter in the previous year, the firm posted $3.34 earnings per share. Eli Lilly and Company's revenue was up 55.5% compared to the same quarter last year. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. Equities analysts anticipate that Eli Lilly and Company will post 33.79 EPS for the current year.

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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