Forteris Wealth Management Inc. Invests $2.65 Million in Eli Lilly and Company $LLY

Key Points

• Forteris Wealth Management opened a new position of 2,470 shares in Eli Lilly worth about $2.65 million, making LLY 2.6% of its portfolio and its 15th largest holding, while institutional investors own roughly 82.5% of the stock.
• Late‑stage ACHIEVE‑4 showed cardiovascular benefit for Lilly’s obesity pill Foundayo and the drug recorded ~1,390 U.S. prescriptions in its first week, supporting revenue upside, but the FDA has requested additional post‑approval safety data that creates near‑term uncertainty around labeling and adoption.
• Analysts remain broadly constructive—most ratings are Buy/Strong Buy with an average price target of about $1,224.59—and Eli Lilly’s Q1 results on April 30 are a near‑term catalyst that could reprice expectations.

Forteris Wealth Management Inc. purchased a new position in Eli Lilly and Company (NYSE:LLY - Free Report) in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor purchased 2,470 shares of the company's stock, valued at approximately $2,654,000. Eli Lilly and Company accounts for 2.6% of Forteris Wealth Management Inc.'s portfolio, making the stock its 15th largest holding.

A number of other institutional investors also recently made changes to their positions in the stock. 10Elms LLP lifted its stake in shares of Eli Lilly and Company by 33.3% in the 3rd quarter. 10Elms LLP now owns 40 shares of the company's stock worth $31,000 after acquiring an additional 10 shares during the period. M.E. Allison & CO. Inc. raised its stake in shares of Eli Lilly and Company by 0.7% in the 4th quarter. M.E. Allison & CO. Inc. now owns 1,477 shares of the company's stock worth $1,587,000 after buying an additional 10 shares in the last quarter. Bridgewater Advisors Inc. raised its stake in shares of Eli Lilly and Company by 0.3% in the 3rd quarter. Bridgewater Advisors Inc. now owns 3,955 shares of the company's stock worth $3,018,000 after buying an additional 11 shares in the last quarter. Manske Wealth Management raised its stake in shares of Eli Lilly and Company by 2.5% in the 3rd quarter. Manske Wealth Management now owns 448 shares of the company's stock worth $342,000 after buying an additional 11 shares in the last quarter. Finally, Verus Wealth Management LLC raised its stake in shares of Eli Lilly and Company by 3.3% in the 4th quarter. Verus Wealth Management LLC now owns 343 shares of the company's stock worth $369,000 after buying an additional 11 shares in the last quarter. 82.53% of the stock is owned by institutional investors and hedge funds.

Eli Lilly and Company News Roundup

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

• Positive Sentiment: Late‑stage ACHIEVE‑4 trial showed cardiovascular benefit (including a large reduction in all‑cause death in a pre‑planned analysis) and non‑inferiority vs. insulin — strengthens Foundayo’s safety/efficacy profile and supports use in diabetes. ACHIEVE‑4 PR
• Positive Sentiment: Commercial launch momentum: Foundayo recorded ~1,390 U.S. prescriptions in its first week, showing initial demand that supports broader revenue upside if uptake continues. Foundayo first‑week scripts
• Positive Sentiment: Analyst sentiment and revenue drivers remain constructive: Mounjaro, Zepbound and Foundayo sales are expected to support strong Q1 revenue — Lilly set to report on April 30. These commercial tailwinds underpin the company’s long‑term growth case. Q1 sales expectations
• Positive Sentiment: Pipeline and M&A expansion: Lilly is acquiring CrossBridge Bio (~$300M reported) to bolster oncology capabilities — diversifies growth beyond obesity/diabetes. CrossBridge Bio acquisition
• Neutral Sentiment: CEO commentary: Lilly’s CEO said weight‑loss drugs may eventually reach ~50% of potential users due to system and cost limits — a realistic market sizing comment that tempers but does not negate the long‑term opportunity. CEO market penetration remarks
• Neutral Sentiment: New entrants and IPOs (e.g., Kailera) show sustained investor interest in GLP‑1/weight‑loss space — increases funding and competition but also validates sector growth. Kailera IPO
• Neutral Sentiment: Lilly confirmed its Q1 2026 results and conference call date (April 30) — a near‑term event that could reprice expectations based on revenue/volume detail. Earnings date confirmation
• Negative Sentiment: Regulatory scrutiny: The FDA has requested additional post‑approval safety data and postmarketing studies for Foundayo (notably liver and cardiovascular signals), creating uncertainty around labeling, payer coverage and adoption. This prompted earlier selling pressure. FDA safety data request
• Negative Sentiment: Competitive/clinical nuance: A recent study suggested Novo Nordisk’s oral agent may better preserve lean body mass versus Lilly’s tirzepatide in some analyses — a potential marketing/clinical drawback to monitor. Lean mass study
• Negative Sentiment: Some outlets noted Foundayo’s initial scripts trail Novo’s oral product in early uptake — underscores competitive pressure in the U.S. obesity market. Launch comparison with Novo

Eli Lilly and Company Stock Down 0.0%

LLY stock opened at $926.90 on Monday. The company has a debt-to-equity ratio of 1.54, a current ratio of 1.58 and a quick ratio of 1.19. The firm has a market cap of $875.75 billion, a PE ratio of 40.39, a P/E/G ratio of 1.08 and a beta of 0.51. Eli Lilly and Company has a 12 month low of $623.78 and a 12 month high of $1,133.95. The firm has a 50 day simple moving average of $971.16 and a 200 day simple moving average of $983.39.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last posted its quarterly earnings data on Wednesday, February 4th. The company reported $7.54 EPS for the quarter, topping analysts' consensus estimates of $7.48 by $0.06. Eli Lilly and Company had a net margin of 31.66% and a return on equity of 102.94%. The firm had revenue of $19.29 billion during the quarter, compared to analyst estimates of $17.85 billion. During the same quarter last year, the business posted $5.32 EPS. The company's 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. Equities research analysts forecast that Eli Lilly and Company will post 23.48 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

A number of research analysts recently issued reports on the company. Freedom Capital raised Eli Lilly and Company from a "hold" rating to a "strong-buy" rating in a report on Tuesday, February 10th. Daiwa Securities Group lifted their target price on Eli Lilly and Company from $1,230.00 to $1,250.00 and gave the stock a "buy" rating in a report on Wednesday, February 18th. Cantor Fitzgerald lifted their target price on Eli Lilly and Company from $985.00 to $1,205.00 and gave the stock an "overweight" rating in a report on Thursday, February 5th. Royal Bank Of Canada assumed coverage on Eli Lilly and Company in a report on Tuesday, February 24th. They set an "outperform" rating and a $1,250.00 target price on the stock. Finally, Argus lifted their target price on Eli Lilly and Company from $930.00 to $1,200.00 and gave the stock a "buy" rating in a report on Monday, February 9th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and an average price target of $1,224.59.

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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