FengHe Fund Management Pte. Ltd. Purchases Shares of 51,300 Eli Lilly and Company $LLY

Key Points

• FengHe Fund Management bought 51,300 shares of Eli Lilly (≈$55.13 million) in Q4, making the position about 3.1% of its portfolio and its 13th-largest holding.
• Eli Lilly beat Q1 expectations — reporting $19.8B revenue and $8.55 EPS (vs. $6.97 consensus) — and raised FY2026 guidance (revenue $82–85B; EPS $35.50–37), a key driver of recent stock strength.
• Institutional investors are heavily positioned (82.53% ownership) with multiple large funds increasing stakes, and analysts hold a consensus "Moderate Buy" rating with a $1,218.93 average target.

FengHe Fund Management Pte. Ltd. purchased a new stake in shares of Eli Lilly and Company (NYSE:LLY - Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund purchased 51,300 shares of the company's stock, valued at approximately $55,131,000. Eli Lilly and Company makes up about 3.1% of FengHe Fund Management Pte. Ltd.'s investment portfolio, making the stock its 13th biggest position.

Several other large investors have also added to or reduced their stakes in LLY. Capital Research Global Investors lifted its holdings in Eli Lilly and Company by 20.9% during the third quarter. Capital Research Global Investors now owns 25,088,371 shares of the company's stock valued at $19,141,787,000 after purchasing an additional 4,332,008 shares in the last quarter. Vanguard Group Inc. lifted its holdings in Eli Lilly and Company by 1.2% during the fourth quarter. Vanguard Group Inc. now owns 81,965,974 shares of the company's stock valued at $88,087,193,000 after purchasing an additional 1,006,885 shares in the last quarter. Amundi lifted its holdings in Eli Lilly and Company by 27.1% during the third quarter. Amundi now owns 4,525,902 shares of the company's stock valued at $3,823,977,000 after purchasing an additional 964,675 shares in the last quarter. Victory Capital Management Inc. lifted its holdings in Eli Lilly and Company by 47.6% during the third quarter. Victory Capital Management Inc. now owns 2,309,006 shares of the company's stock valued at $1,761,772,000 after purchasing an additional 744,868 shares in the last quarter. Finally, Danske Bank A S purchased a new position in Eli Lilly and Company during the third quarter valued at approximately $512,022,000. Hedge funds and other institutional investors own 82.53% of the company's stock.

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

Analyst Upgrades and Downgrades

LLY has been the topic of several analyst reports. Leerink Partners lowered their price target on shares of Eli Lilly and Company from $1,296.00 to $1,058.00 and set an "outperform" rating on the stock in a report on Monday, April 27th. Royal Bank Of Canada initiated coverage on shares of Eli Lilly and Company in a report on Tuesday, February 24th. They set an "outperform" rating and a $1,250.00 price target on the stock. Jefferies Financial Group set a $1,300.00 price objective on shares of Eli Lilly and Company and gave the company a "buy" rating in a research report on Friday, March 13th. Loop Capital set a $1,200.00 price objective on shares of Eli Lilly and Company in a research report on Tuesday, February 10th. Finally, Berenberg Bank lifted their price objective on shares of Eli Lilly and Company from $950.00 to $1,050.00 and gave the company a "hold" rating in a research report on Thursday, February 19th. Two research analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company's stock. According to MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and a consensus target price of $1,218.93.

Eli Lilly and Company Trading Up 3.3%

Eli Lilly and Company stock opened at $965.19 on Friday. The stock has a market cap of $911.93 billion, a P/E ratio of 42.06, a PEG ratio of 1.10 and a beta of 0.48. The company has a debt-to-equity ratio of 1.54, a current ratio of 1.58 and a quick ratio of 1.19. Eli Lilly and Company has a 1 year low of $623.78 and a 1 year high of $1,133.95. The firm's 50 day moving average price is $947.05 and its 200-day moving average price is $984.98.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last released its quarterly earnings data on Thursday, April 30th. The company reported $8.55 earnings per share (EPS) for the quarter, beating the consensus estimate of $6.97 by $1.58. The firm had revenue of $19.80 billion for the quarter, compared to analysts' expectations of $17.82 billion. Eli Lilly and Company had a net margin of 34.98% and a return on equity of 115.33%. The company's revenue for the quarter was up 55.5% compared to the same quarter last year. During the same quarter last year, the business posted $3.34 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. On average, equities analysts predict that Eli Lilly and Company will post 33.79 earnings per share 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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