Fishman Jay A Ltd. MI Buys 1,344 Shares of Eli Lilly and Company $LLY

Key Points

• Fishman Jay A Ltd. MI increased its stake in Eli Lilly by 5% in Q4, acquiring 1,344 shares to hold 28,139 shares worth $30.24 million (about 2.5% of its portfolio and its 11th-largest position).
• Major institutions also boosted positions—Capital Research added ~4.33M shares and others (Amundi, Victory Capital, Capital International) raised holdings—leaving roughly 82.53% institutional ownership of LLY.
• Market context is mixed: Lilly reported strong Q results and analysts raised price targets (consensus "Moderate Buy", avg target ~$1,225), but shares slid (~3.6% to $884.88) amid weaker-than-expected Foundayo/GLP‑1 uptake and near-term demand concerns.

Fishman Jay A Ltd. MI grew its stake in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 5.0% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 28,139 shares of the company's stock after acquiring an additional 1,344 shares during the quarter. Eli Lilly and Company comprises approximately 2.5% of Fishman Jay A Ltd. MI's portfolio, making the stock its 11th biggest position. Fishman Jay A Ltd. MI's holdings in Eli Lilly and Company were worth $30,240,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also recently modified their holdings of LLY. Capital Research Global Investors increased its holdings in Eli Lilly and Company by 20.9% in the 3rd quarter. Capital Research Global Investors now owns 25,088,371 shares of the company's stock worth $19,141,787,000 after buying an additional 4,332,008 shares in the last quarter. Amundi increased its holdings in Eli Lilly and Company by 27.1% in the 3rd quarter. Amundi now owns 4,525,902 shares of the company's stock worth $3,823,977,000 after buying an additional 964,675 shares in the last quarter. Victory Capital Management Inc. increased its holdings in Eli Lilly and Company by 47.6% in the 3rd quarter. Victory Capital Management Inc. now owns 2,309,006 shares of the company's stock worth $1,761,772,000 after buying an additional 744,868 shares in the last quarter. Danske Bank A S bought a new stake in Eli Lilly and Company in the 3rd quarter worth about $512,022,000. Finally, Capital International Investors increased its holdings in Eli Lilly and Company by 6.1% in the 3rd quarter. Capital International Investors now owns 10,001,509 shares of the company's stock worth $7,628,447,000 after buying an additional 579,381 shares in the last quarter. 82.53% of the stock is currently owned by institutional investors.

Trending Headlines about Eli Lilly and Company

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

• Positive Sentiment: Analyst upgrades and higher targets provide support for the shares — firms have recently raised price targets and reiterated bullish views, which underpins medium‑term confidence in execution. Price Target Raised to $1,183.00
• Positive Sentiment: Expanded distribution partnerships broaden commercial reach: Lilly expanded its tie‑up with Hims & Hers to allow prescriptions filled via LillyDirect, increasing patient access to GLP‑1s and Zepbound. This helps commercialization and channel diversification. Eli Lilly (LLY) Expands Partnership with Hims & Hers
• Positive Sentiment: M&A and pipeline progress: recent reports list Lilly acquiring Kelonia (~$7B) and completing a Phase 1 renal study (LY3537982), which reduce early‑stage risk and add potential growth assets. These are constructive for long‑term revenue diversity. Deal Dispatch (mentions Lilly/Kelonia) LY3537982 Renal Study Reaches Completion
• Neutral Sentiment: Upcoming earnings (Q1 report due April 30) is a near‑term catalyst that can amplify moves in either direction — investors are sensitive to any GLP‑1 demand readouts ahead of that release. Weekly GLP-1 prescription data analysis
• Negative Sentiment: Foundayo rollout is tracking below expectations — second‑week U.S. prescriptions were ~3,707, a much smaller early ramp than Novo Nordisk’s oral Wegovy benchmark, raising investor concerns about near‑term obesity market share and pricing/mix. That weaker early uptake is the primary reason shares are under pressure today. Lilly's obesity pill hits nearly 4000 prescriptions
• Negative Sentiment: Weekly GLP‑1 prescription trackers show mixed demand signals (diabetes scripts steady but obesity scripts softer), and heavy insider selling / shifting institutional flows noted in some data sources add to short‑term sentiment risk. Prescription data and insider activity

Analysts Set New Price Targets

LLY has been the subject of several research analyst reports. TD Cowen lifted their price objective on Eli Lilly and Company from $960.00 to $1,250.00 and gave the stock a "buy" rating in a report on Thursday, January 29th. Rothschild & Co Redburn lifted their price objective on Eli Lilly and Company from $875.00 to $880.00 and gave the stock a "neutral" rating in a report on Friday, April 10th. Guggenheim lifted their price objective on Eli Lilly and Company from $1,163.00 to $1,183.00 and gave the stock a "buy" rating in a report on Tuesday, April 21st. Freedom Capital upgraded Eli Lilly and Company from a "hold" rating to a "strong-buy" rating in a report on Tuesday, February 10th. Finally, The Goldman Sachs Group set a $1,260.00 price objective on Eli Lilly and Company in a report on Thursday, February 5th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company's stock. According to MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and an average target price of $1,225.33.

Eli Lilly and Company Trading Down 3.6%

Eli Lilly and Company stock opened at $884.88 on Friday. The business has a 50-day simple moving average of $958.83 and a two-hundred day simple moving average of $984.88. The company has a market cap of $836.05 billion, a P/E ratio of 38.56, a P/E/G ratio of 1.09 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 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 released its quarterly earnings results on Wednesday, February 4th. The company reported $7.54 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $7.48 by $0.06. The business had revenue of $19.29 billion during the quarter, compared to the consensus estimate of $17.85 billion. Eli Lilly and Company had a return on equity of 102.94% and a net margin of 31.66%.The business's quarterly revenue was up 42.6% compared to the same quarter last year. During the same period in the previous year, the company posted $5.32 EPS. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. Analysts predict that Eli Lilly and Company will post 33.9 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.

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