Foster Victor Wealth Advisors LLC Purchases 1,127 Shares of Eli Lilly and Company $LLY

Key Points

• Foster Victor Wealth Advisors boosted its stake in Eli Lilly by 94.5%, buying an additional 1,127 shares to hold 2,319 shares worth about $2.408 million as of the latest 13F filing.
• Large institutional investors have been adding to positions—several managers (e.g., Capital Research, Amundi, Victory Capital) made sizable purchases—and overall institutional ownership stands at about 82.5%.
• Analysts remain constructive (consensus “Moderate Buy”, average target ~$1,224.59) after strong quarterly results (revenue $19.29B, EPS beat) and early commercial momentum for new drugs, though FDA post‑approval data requests and competitive pressures temper the outlook.

Foster Victor Wealth Advisors LLC lifted its position in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 94.5% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 2,319 shares of the company's stock after acquiring an additional 1,127 shares during the period. Foster Victor Wealth Advisors LLC's holdings in Eli Lilly and Company were worth $2,408,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Capital Research Global Investors increased its holdings in shares of 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 purchasing an additional 4,332,008 shares in the last quarter. Amundi lifted its holdings in shares of 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. boosted its position in shares of 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 buying an additional 744,868 shares during the last quarter. Danske Bank A S purchased a new stake in shares of Eli Lilly and Company during the third quarter valued at $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 owned by institutional investors.

Analyst Ratings Changes

Several equities analysts have issued reports on the stock. Berenberg Bank upped their target price on shares of Eli Lilly and Company from $950.00 to $1,050.00 and gave the company a "hold" rating in a research note on Thursday, February 19th. Barclays assumed coverage on shares of Eli Lilly and Company in a research note on Thursday, February 19th. They issued an "overweight" rating and a $1,350.00 price target for the company. TD Cowen increased their price objective on shares of Eli Lilly and Company from $960.00 to $1,250.00 and gave the company a "buy" rating in a research report on Thursday, January 29th. Rothschild & Co Redburn raised their target price on shares of Eli Lilly and Company from $875.00 to $880.00 and gave the stock a "neutral" rating in a report on Friday, April 10th. Finally, Cantor Fitzgerald lifted their target price on shares of Eli Lilly and Company from $985.00 to $1,205.00 and gave the stock an "overweight" rating in a research report on Thursday, February 5th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, four have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the company presently has an average rating of "Moderate Buy" and a consensus target price of $1,224.59.

Eli Lilly and Company Price Performance

Shares of NYSE:LLY opened at $926.90 on Friday. The company has a quick ratio of 1.19, a current ratio of 1.58 and a debt-to-equity ratio of 1.54. The stock has a market capitalization of $875.75 billion, a PE ratio of 40.39, a price-to-earnings-growth ratio of 1.05 and a beta of 0.51. The firm's 50 day moving average price is $971.16 and its 200-day moving average price is $982.29. 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 announced its earnings results on Wednesday, February 4th. The company reported $7.54 EPS for the quarter, beating 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 business had revenue of $19.29 billion during the quarter, compared to analysts' expectations of $17.85 billion. During the same period in the prior year, the company earned $5.32 earnings per share. The firm'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 expect that Eli Lilly and Company will post 23.48 EPS for the current year.

More Eli Lilly and Company News

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 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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