Eli Lilly and Company $LLY Shares Sold by Silphium Asset Management Ltd

Key Points

• Silphium Asset Management cut its stake in Eli Lilly by 50.1% in Q4, selling 2,392 shares and retaining 2,385 shares worth $2,563,000, which represents 1.1% of the firm’s portfolio.
• Eli Lilly expanded its partnership with Hims & Hers to broaden distribution of its GLP‑1 weight‑loss drugs and extend direct‑to‑consumer prescribing through LillyDirect, likely boosting access and recurring scripts.
• Wall Street remains broadly positive—several analysts raised price targets or kept buy ratings, MarketBeat’s consensus is a Moderate Buy with a $1,225.33 target, and Lilly guided FY2026 EPS to 33.500–35.000.

Silphium Asset Management Ltd lowered its position in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 50.1% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 2,385 shares of the company's stock after selling 2,392 shares during the quarter. Eli Lilly and Company comprises 1.1% of Silphium Asset Management Ltd's portfolio, making the stock its 18th largest position. Silphium Asset Management Ltd's holdings in Eli Lilly and Company were worth $2,563,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of the company. 10Elms LLP raised its stake 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 buying an additional 10 shares in the last quarter. M.E. Allison & CO. Inc. raised its stake in Eli Lilly and Company by 0.7% during the fourth quarter. M.E. Allison & CO. Inc. now owns 1,477 shares of the company's stock valued at $1,587,000 after buying an additional 10 shares in the last quarter. Tanager Wealth Management LLP raised its stake in Eli Lilly and Company by 2.6% during the fourth quarter. Tanager Wealth Management LLP now owns 395 shares of the company's stock valued at $424,000 after buying an additional 10 shares in the last quarter. Bridgewater Advisors Inc. raised its stake in Eli Lilly and Company by 0.3% during the third quarter. Bridgewater Advisors Inc. now owns 3,955 shares of the company's stock valued at $3,018,000 after buying an additional 11 shares in the last quarter. Finally, Manske Wealth Management raised its stake in Eli Lilly and Company by 2.5% during the third quarter. Manske Wealth Management now owns 448 shares of the company's stock valued at $342,000 after buying an additional 11 shares in the last quarter. Institutional investors and hedge funds own 82.53% of the company's stock.

Eli Lilly and Company News Summary

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

• Positive Sentiment: Expanded Hims & Hers partnership broadens distribution of Lilly's GLP‑1 weight‑loss drugs via Hims' platform—boosts patient access and recurring script volume potential. Eli Lilly (LLY) Expands Partnership with Hims & Hers
• Positive Sentiment: Hims will allow providers to prescribe scripts filled by LillyDirect, extending Lilly’s direct‑to‑consumer reach and potentially increasing channel efficiency for GLP‑1s. Hims Yields Ground in GLP-1 Market. Why Its CEO Is Calling It the Netflix of Pharma.
• Positive Sentiment: Phase 1 renal study of LY3537982 has completed, lowering early‑stage clinical risk for this asset and de‑risking part of Lilly’s pipeline. Eli Lilly’s LY3537982 Renal Study Reaches Completion, Reducing Early‑Stage Risk for LLY Investors
• Positive Sentiment: Analysts and strategists continue to back Lilly: Guggenheim raised its price target and maintained a buy stance, and Bernstein reiterated strong conviction ahead of Q1—supportive for sentiment and flows. Guggenheim Adjusts Price Target on Eli Lilly
• Positive Sentiment: Company is diversifying beyond GLP‑1s with the Kelonia acquisition and oncology focus (e.g., Verzenio and new launches), which underpins revenue diversification narratives. Eli Lilly Is More Than GLP-1 Drugs. The Stock Looks Attractive.
• Neutral Sentiment: Valuation pieces argue Lilly may still be attractively priced on long‑term metrics despite a high share price—useful for longer‑term investors but less relevant to near‑term moves. Is Eli Lilly Stock Actually ... Cheap? The Surprising Math Behind Its 2026 Valuation.
• Negative Sentiment: Analyst caution about the upcoming quarter: at least one wire notes Lilly lacks the ideal setup for an earnings beat next week, which raises short‑term risk to the stock if results or EPS guidance disappoint. Eli Lilly (LLY) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
• Negative Sentiment: Recent intraday weakness and a recent session where LLY underperformed the market highlight short‑term volatility risk amid mixed headlines. Eli Lilly (LLY) Declines More Than Market: Some Information for Investors

Wall Street Analysts Forecast Growth

LLY has been the topic of several research reports. UBS Group restated a "buy" rating on shares of Eli Lilly and Company in a research note on Wednesday, March 18th. Deutsche Bank Aktiengesellschaft restated a "buy" rating and set a $1,285.00 price objective on shares of Eli Lilly and Company in a research note on Friday, March 6th. Cantor Fitzgerald upped their price objective on Eli Lilly and Company from $985.00 to $1,205.00 and gave the company an "overweight" rating in a research note on Thursday, February 5th. Rothschild & Co Redburn upped their price objective on 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. Finally, Morgan Stanley upped their price objective on Eli Lilly and Company from $1,313.00 to $1,327.00 and gave the company an "overweight" rating in a research note on Friday, April 10th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and a consensus target price of $1,225.33.

Eli Lilly and Company Stock Performance

LLY opened at $917.94 on Friday. The firm has a market cap of $867.29 billion, a PE ratio of 40.00, a P/E/G ratio of 1.09 and a beta of 0.51. 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 business has a fifty day simple moving average of $961.94 and a 200-day simple moving average of $983.63. Eli Lilly and Company has a fifty-two week low of $623.78 and a fifty-two week high of $1,133.95.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last released its quarterly earnings data on Wednesday, February 4th. The company reported $7.54 earnings per share for the quarter, topping the consensus estimate of $7.48 by $0.06. The business had revenue of $19.29 billion during 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%.The company's revenue was up 42.6% compared to the same quarter last year. During the same period last year, the company posted $5.32 EPS. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. As a group, equities analysts predict that Eli Lilly and Company will post 33.95 EPS for the current fiscal 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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