Eli Lilly and Company $LLY Stake Boosted by W.G. Shaheen & Associates DBA Whitney & Co

Key Points

• W.G. Shaheen & Associates (Whitney & Co) boosted its stake in Eli Lilly by 94.9% in Q4 to 18,265 shares worth about $19.63 million, making LLY its 18th largest holding and 1.6% of the firm's portfolio (per the latest 13F).
• Eli Lilly posted a strong quarter, reporting roughly $19.8 billion in revenue and $8.55 EPS (well above estimates), and raised FY‑2026 guidance to $82–85B revenue and $35.50–37.00 EPS, supporting a recent share rally and a market cap near $912 billion.
• Wall Street sentiment is broadly positive—multiple firms have lifted price targets and ratings, leaving a MarketBeat consensus of "Moderate Buy" with a target of $1,212.96—though analysts note valuation and competitive/pricing risks remain.

W.G. Shaheen & Associates DBA Whitney & Co increased its stake in Eli Lilly and Company (NYSE:LLY - Free Report) by 94.9% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 18,265 shares of the company's stock after purchasing an additional 8,894 shares during the quarter. Eli Lilly and Company makes up 1.6% of W.G. Shaheen & Associates DBA Whitney & Co's investment portfolio, making the stock its 18th largest holding. W.G. Shaheen & Associates DBA Whitney & Co's holdings in Eli Lilly and Company were worth $19,630,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also recently bought and sold shares of the company. Brighton Jones LLC boosted its position in Eli Lilly and Company by 22.0% during the 4th quarter. Brighton Jones LLC now owns 9,597 shares of the company's stock worth $7,409,000 after acquiring an additional 1,730 shares during the period. Revolve Wealth Partners LLC boosted its position in Eli Lilly and Company by 2.8% during the 4th quarter. Revolve Wealth Partners LLC now owns 1,471 shares of the company's stock worth $1,136,000 after acquiring an additional 40 shares during the period. Schnieders Capital Management LLC. boosted its position in Eli Lilly and Company by 16.7% during the 2nd quarter. Schnieders Capital Management LLC. now owns 7,993 shares of the company's stock worth $6,231,000 after acquiring an additional 1,141 shares during the period. Flow Traders U.S. LLC acquired a new stake in Eli Lilly and Company during the 2nd quarter worth about $356,000. Finally, Nebula Research & Development LLC acquired a new stake in Eli Lilly and Company during the 2nd quarter worth about $749,000. Hedge funds and other institutional investors own 82.53% of the company's stock.

Wall Street Analyst Weigh In

A number of brokerages have commented on LLY. Berenberg Bank raised their price objective on Eli Lilly and Company from $950.00 to $1,050.00 and gave the stock a "hold" rating in a research report on Thursday, February 19th. Bank of America cut their price objective on shares of Eli Lilly and Company from $1,294.00 to $1,133.00 and set a "buy" rating on the stock in a research report on Friday. Cantor Fitzgerald raised their price objective on shares of Eli Lilly and Company from $1,205.00 to $1,230.00 and gave the company an "overweight" rating in a research report on Friday. The Goldman Sachs Group raised their price objective on shares of Eli Lilly and Company from $1,260.00 to $1,283.00 and gave the company a "buy" rating in a research report on Friday. Finally, Rothschild & Co Redburn raised their price objective on shares of Eli Lilly and Company from $875.00 to $880.00 and gave the company a "neutral" rating in a research report on Friday, April 10th. Two 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 given a Sell rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and a consensus target price of $1,212.96.

Trending Headlines about 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

Eli Lilly and Company Stock Up 3.3%

Shares of LLY stock opened at $965.19 on Friday. The company has a market capitalization of $911.93 billion, a price-to-earnings ratio of 34.29, a PEG ratio of 1.13 and a beta of 0.48. The stock's 50 day simple moving average is $947.05 and its 200 day simple moving average is $986.14. 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 has a twelve month low of $623.78 and a twelve month high of $1,133.95.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last released its earnings results 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 firm had revenue of $19.80 billion for the quarter, compared to analyst estimates of $17.82 billion. Eli Lilly and Company had a return on equity of 115.33% and a net margin of 34.98%.The company's revenue was up 55.5% on a year-over-year basis. During the same quarter last year, the firm posted $3.34 EPS. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. As a group, research analysts predict that Eli Lilly and Company will post 33.79 EPS for the current year.

Eli Lilly and 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.

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.