Eli Lilly and Company $LLY Stake Lifted by Kingsman Wealth Management Inc.

Key Points

• Kingsman Wealth Management increased its stake in Eli Lilly by 231.5% in Q4 to 1,780 shares valued at about $1.91 million, making LLY roughly 1.0% of the firm's holdings and its 20th largest position; institutional investors now own about 82.53% of the company.
• Earnings and guidance beat: Lilly reported Q results with EPS $7.54 (vs. $7.48 consensus) and revenue $19.29 billion (up 42.6% YoY), and set FY2026 guidance of $33.50–$35.00 EPS; the stock trades at a P/E of ~40.5 and a market cap near $879 billion.
• Pipeline and market reaction: recent catalysts—most notably a positive Phase 3 readout for Jaypirca and regulatory approval of oral GLP‑1 Foundayo—have driven analyst price‑target raises and a "Moderate Buy" consensus (avg. target ~$1,224.59), though some warn valuation is high and short‑term profit‑taking has pressured the stock.

Kingsman Wealth Management Inc. increased its stake in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 231.5% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,780 shares of the company's stock after buying an additional 1,243 shares during the quarter. Eli Lilly and Company comprises approximately 1.0% of Kingsman Wealth Management Inc.'s holdings, making the stock its 20th largest position. Kingsman Wealth Management Inc.'s holdings in Eli Lilly and Company were worth $1,913,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Maryland Capital Advisors Inc. acquired a new stake in shares of Eli Lilly and Company in the fourth quarter valued at approximately $25,000. Vermillion & White Wealth Management Group LLC increased its stake in shares of Eli Lilly and Company by 84.2% in the third quarter. Vermillion & White Wealth Management Group LLC now owns 35 shares of the company's stock valued at $27,000 after purchasing an additional 16 shares during the period. Evolution Wealth Management Inc. acquired a new stake in shares of Eli Lilly and Company in the second quarter valued at approximately $29,000. Steph & Co. increased its stake 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 valued at $30,000 after purchasing an additional 29 shares during the period. Finally, 10Elms LLP increased its stake 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 valued at $31,000 after purchasing an additional 10 shares during the period. Institutional investors own 82.53% of the company's stock.

Eli Lilly and Company Trading Down 1.0%

Shares of LLY stock opened at $930.09 on Tuesday. The stock has a 50-day simple moving average of $981.73 and a 200 day simple moving average of $979.02. Eli Lilly and Company has a fifty-two week low of $623.78 and a fifty-two week high of $1,133.95. The stock has a market capitalization of $878.77 billion, a P/E ratio of 40.53, 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.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last announced its earnings results on Wednesday, February 4th. The company reported $7.54 earnings per share for the quarter, beating the consensus estimate of $7.48 by $0.06. Eli Lilly and Company had a return on equity of 102.94% and a net margin of 31.66%.The business had revenue of $19.29 billion during the quarter, compared to analysts' expectations of $17.85 billion. During the same quarter last year, the business posted $5.32 earnings per share. The company's quarterly revenue was up 42.6% on a year-over-year basis. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. On average, sell-side analysts expect that Eli Lilly and Company will post 23.48 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

Several research firms have recently issued reports on LLY. Truist Financial reissued a "buy" rating on shares of Eli Lilly and Company in a research note on Monday, February 23rd. Berenberg Bank increased their price target on Eli Lilly and Company from $950.00 to $1,050.00 and gave the stock a "hold" rating in a research note on Thursday, February 19th. Morgan Stanley increased their price target on Eli Lilly and Company from $1,313.00 to $1,327.00 and gave the stock an "overweight" rating in a research note on Friday. Deutsche Bank Aktiengesellschaft reissued a "buy" rating and issued a $1,285.00 price target on shares of Eli Lilly and Company in a research note on Friday, March 6th. Finally, Wells Fargo & Company increased their price target on Eli Lilly and Company from $1,200.00 to $1,280.00 and gave the stock an "overweight" rating in a research note on Thursday, February 5th. Two analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, Eli Lilly and Company currently has an average rating of "Moderate Buy" and a consensus price target of $1,224.59.

More Eli Lilly and Company News

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

• Positive Sentiment: Topline Phase 3 win for Jaypirca (pirtobrutinib): Lilly reported the BRUIN CLL-322 trial showed a significant progression‑free survival benefit when Jaypirca was added to venetoclax+rituximab in relapsed/refractory CLL/SLL — the fourth positive Phase 3 readout for the drug and supportive of label expansion and longer‑term franchise value. Lilly's Jaypirca significantly extended progression-free survival (PR Newswire)
• Positive Sentiment: Foundayo (oral GLP‑1) approval and GLP‑1 momentum: Regulators approved Lilly’s oral GLP‑1 weight‑loss pill (Foundayo) in April — a major commercial growth driver that underpins revenue expectations beyond oncology. After Obtaining Approval for Its Weight Loss Pill (The Motley Fool)
• Positive Sentiment: Analyst price target revisions: Recent published notes included higher price targets for LLY (examples raising targets to $880 and $1,327), reflecting differing views but signaling some bullish analyst reactions to pipeline news. Price Target Raised to $880 (American Banking News) Price Target Raised to $1,327 (American Banking News)
• Neutral Sentiment: Market research on Lyumjev and longer‑term insulin opportunities: A new market report highlights growth drivers for Lilly’s rapid insulin Lyumjev tied to diabetes prevalence and digital care trends — relevant for long‑term revenue modeling but less likely to move near‑term share price. Lyumjev Market Report 2026 (Yahoo Finance)
• Neutral Sentiment: General market commentary: TV/market segments referenced Lilly alongside other large caps — useful context for flows but not company‑specific catalyst news. Power Check segment (CNBC)
• Negative Sentiment: Valuation and upgrade skepticism: Some analysts and commentators warn Lilly’s high valuation (after rapid GLP‑1‑driven growth) makes it vulnerable to profit‑taking; pieces argue the stock may not merit an upgrade yet. Eli Lilly Isn't Prime For An Upgrade (Seeking Alpha)
• Negative Sentiment: Short‑term selling/rotation: Coverage noting the stock trading lower today points to profit‑taking and sector rotation as likely contributors offsetting the positive clinical news. Stock Price Down — Here's What Happened (American Banking News)

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.

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