Eli Lilly and Company $LLY Shares Sold by AMI Asset Management Corp

Key Points

• AMI Asset Management Corp trimmed its Eli Lilly stake by 2.2% in Q4, selling 1,385 shares and now holding 61,547 shares worth about $66.14 million, roughly 3.8% of the fund's portfolio (its 9th largest position).
• Eli Lilly beat Q4 estimates with $7.54 EPS (vs. $7.48) and $19.29B revenue (vs. $17.85B), reported revenue up 42.6% YoY, and set FY2026 EPS guidance of 33.500–35.000 while analysts expect ~23.48 EPS for the current year.
• Clinical and regulatory developments are mixed: ACHIEVE‑4 data showed Foundayo reduced all‑cause death and major CV events, supporting analyst optimism, but the FDA has requested additional post‑marketing safety studies and competitive efficacy/safety comparisons could affect adoption.

AMI Asset Management Corp reduced its stake in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 2.2% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 61,547 shares of the company's stock after selling 1,385 shares during the period. Eli Lilly and Company accounts for approximately 3.8% of AMI Asset Management Corp's investment portfolio, making the stock its 9th biggest position. AMI Asset Management Corp's holdings in Eli Lilly and Company were worth $66,143,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in the stock. Maryland Capital Advisors Inc. acquired a new position in shares of Eli Lilly and Company in the 4th quarter worth approximately $25,000. Vermillion & White Wealth Management Group LLC boosted 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 last quarter. 10Elms LLP boosted its position in Eli Lilly and Company by 33.3% during the third quarter. 10Elms LLP now owns 40 shares of the company's stock valued at $31,000 after acquiring an additional 10 shares during the last quarter. Miller Global Investments LLC acquired a new stake in Eli Lilly and Company during the 4th quarter worth about $33,000. Finally, Hopwood Financial Services Inc. raised its position in shares of Eli Lilly and Company by 113.6% in the 3rd quarter. Hopwood Financial Services Inc. now owns 47 shares of the company's stock worth $36,000 after acquiring an additional 25 shares in the last quarter. Institutional investors own 82.53% of the company's stock.

Eli Lilly and Company Trading Down 0.1%

Shares of Eli Lilly and Company stock opened at $904.00 on Friday. The stock has a market capitalization of $854.12 billion, a PE ratio of 39.39, a price-to-earnings-growth ratio of 1.05 and a beta of 0.51. Eli Lilly and Company has a 52 week low of $623.78 and a 52 week high of $1,133.95. The stock has a 50 day moving average price of $973.76 and a two-hundred day moving average price of $979.36. 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 issued its earnings results on Wednesday, February 4th. The company reported $7.54 earnings per share for the quarter, topping analysts' consensus estimates of $7.48 by $0.06. The company had revenue of $19.29 billion for the quarter, compared to analyst estimates of $17.85 billion. Eli Lilly and Company had a return on equity of 102.94% and a net margin of 31.66%.Eli Lilly and Company's revenue for the quarter was up 42.6% on a year-over-year basis. During the same period in the prior year, the firm earned $5.32 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. As a group, equities analysts anticipate that Eli Lilly and Company will post 23.48 earnings per share for the current fiscal year.

Eli Lilly and Company News Summary

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

• Positive Sentiment: ACHIEVE‑4 late‑stage results show Foundayo reduced all‑cause death and major cardiovascular events versus insulin, strengthening the drug’s safety profile and supporting broader use in diabetes/obesity markets. ACHIEVE-4 topline results
• Positive Sentiment: Wall Street and analysts have applauded Foundayo’s cardiovascular data and several brokers have reiterated buy views, which supports investor confidence in Lilly’s obesity franchise as a long‑term growth driver. Analysts applaud Foundayo data
• Positive Sentiment: Expectations for strong Q1 revenue from Mounjaro and Zepbound — driven by improved supply and global uptake — are supporting the top‑line outlook ahead of the earnings call. Mounjaro and Zepbound sales outlook
• Neutral Sentiment: Lilly confirmed its Q1 2026 results and conference call for April 30 — a key event that will give investors updated sales, margin and guidance color for the obesity/diabetes franchise. Q1 results announcement
• Neutral Sentiment: Lilly agreed to acquire CrossBridge Bio to add dual‑payload ADC technology — a small, strategic bolt‑on that bolsters oncology pipeline optionality but is not material to near‑term revenues. CrossBridge Bio acquisition
• Negative Sentiment: The FDA has asked Lilly for additional post‑marketing safety data on Foundayo (liver and cardiovascular signals), prompting regulatory uncertainty that pressured the stock despite positive trial results. FDA requests post‑marketing studies
• Negative Sentiment: A study comparing weight‑loss drugs suggests competitive differences in lean‑mass preservation (Novo’s semaglutide vs. Lilly’s tirzepatide), highlighting potential efficacy/safety tradeoffs that could influence prescriber and payer preferences. Competitive lean‑mass study

Wall Street Analysts Forecast Growth

A number of equities research analysts have weighed in on LLY shares. Barclays assumed coverage on Eli Lilly and Company in a report on Thursday, February 19th. They issued an "overweight" rating and a $1,350.00 target price for the company. Wall Street Zen cut Eli Lilly and Company from a "strong-buy" rating to a "buy" rating in a report on Monday, April 6th. Sanford C. Bernstein reiterated an "outperform" rating on shares of Eli Lilly and Company in a research note on Tuesday, March 10th. TD Cowen boosted their target price 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. Finally, Freedom Capital raised shares of Eli Lilly and Company from a "hold" rating to a "strong-buy" rating in a research note on Tuesday, February 10th. Two 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 given a Sell rating to the company. Based on data from MarketBeat, Eli Lilly and Company has a consensus rating of "Moderate Buy" and an average price target of $1,224.59.

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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