Frank Rimerman Advisors LLC Raises Stock Position in Eli Lilly and Company $LLY

Key Points

• Frank Rimerman Advisors LLC boosted its Eli Lilly stake by 27.0% in Q4 to 10,792 shares worth about $11.6 million, making LLY roughly 0.7% of the firm's holdings and its 17th largest position.
• Eli Lilly beat Q4 expectations with $7.54 EPS (vs. $7.48 est.) and $19.29 billion in revenue (up 42.6% y/y) and gave FY2026 guidance of 33.50–35.00 EPS.
• FDA approval of Foundayo and the Centessa acquisition have driven analyst upgrades and a consensus "Moderate Buy" with an average target of $1,222.22, though competitive and policy risks could pressure uptake and pricing.

Frank Rimerman Advisors LLC increased its position in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 27.0% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 10,792 shares of the company's stock after acquiring an additional 2,295 shares during the period. Eli Lilly and Company makes up about 0.7% of Frank Rimerman Advisors LLC's holdings, making the stock its 17th biggest position. Frank Rimerman Advisors LLC's holdings in Eli Lilly and Company were worth $11,598,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also bought and sold shares of the company. Vermillion & White Wealth Management Group LLC boosted its stake in Eli Lilly and Company by 84.2% during the third quarter. Vermillion & White Wealth Management Group LLC now owns 35 shares of the company's stock valued at $27,000 after buying an additional 16 shares during the period. Evolution Wealth Management Inc. bought a new position in Eli Lilly and Company in the 2nd quarter worth about $29,000. Steph & Co. increased its stake in Eli Lilly and Company by 290.0% in the 3rd quarter. Steph & Co. now owns 39 shares of the company's stock worth $30,000 after acquiring an additional 29 shares during the last quarter. 10Elms LLP raised its holdings 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 valued at $31,000 after acquiring an additional 10 shares in the last quarter. Finally, Miller Global Investments LLC purchased a new stake in shares of Eli Lilly and Company in the 4th quarter valued at about $33,000. 82.53% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several brokerages have recently commented on LLY. BMO Capital Markets reissued an "outperform" rating and set a $1,300.00 price objective on shares of Eli Lilly and Company in a report on Thursday, February 5th. Leerink Partners raised their target price on shares of Eli Lilly and Company from $1,234.00 to $1,296.00 and gave the company an "outperform" rating in a research note on Thursday, February 5th. Bank of America lifted their target price on shares of Eli Lilly and Company from $1,293.00 to $1,294.00 and gave the company a "buy" rating in a research report on Thursday. Royal Bank Of Canada assumed coverage on shares of Eli Lilly and Company in a research note on Tuesday, February 24th. They issued an "outperform" rating and a $1,250.00 price target for the company. Finally, Rothschild & Co Redburn increased their price target on shares of Eli Lilly and Company from $775.00 to $830.00 and gave the stock a "neutral" rating in a report on Monday, January 26th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and an average target price of $1,222.22.

Eli Lilly and Company Price Performance

LLY opened at $935.85 on Friday. The company has a current ratio of 1.58, a quick ratio of 1.19 and a debt-to-equity ratio of 1.54. The stock has a market capitalization of $884.21 billion, a P/E ratio of 40.78, a PEG ratio of 1.09 and a beta of 0.51. The stock has a 50-day moving average price of $993.66 and a 200-day moving average price of $967.95. Eli Lilly and Company has a 12-month low of $623.78 and a 12-month high of $1,133.95.

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

More Eli Lilly and Company News

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

• Positive Sentiment: FDA approves Foundayo (orforglipron), the first once‑daily oral GLP‑1 for chronic weight management with no food/water restrictions — a commercial launch (April 6) and analyst forecasts point to multi‑billion dollar sales potential that is boosting investor sentiment. Eli Lilly (LLY) Receives FDA Approval for Foundayo Weight Management Pill
• Positive Sentiment: Bank of America and other brokers reiterate buy/raise views and price targets after the approval, calling Foundayo a preferred oral GLP‑1 and lifting upside expectations for LLY. Bank of America sees Eli Lilly’s Foundayo as preferred oral GLP-1
• Positive Sentiment: Wall Street models expect a strong commercial debut (analyst revenue scenarios in the billions for 2026), supporting upside to near‑term sales and valuation. Wall Street sees multi-billion dollar debut for Lilly's obesity pill
• Positive Sentiment: Lilly's announced acquisition of Centessa (~$7.8B) diversifies the pipeline into neuroscience and is viewed as strategic for long‑term growth beyond metabolic franchises. Eli Lilly to Acquire Centessa Pharmaceuticals
• Neutral Sentiment: Quiet Phase‑1 readout (LY4060874) — no major surprises reported, so limited immediate stock impact but keeps focus on pipeline cadence. LY4060874 Phase 1 Readout
• Neutral Sentiment: Unusually high options activity noted — signals elevated investor/speculator interest around the approval and upcoming launch, but direction uncertain. Eli Lilly Target of Unusually High Options Trading
• Negative Sentiment: Rival Novo Nordisk released cross‑trial comparisons claiming Wegovy’s oral pill produces greater weight loss and fewer adverse events than Foundayo — intensifies competitive risk and could pressure uptake/pricing. Novo Nordisk Wegovy Data Challenges Foundayo
• Negative Sentiment: Broader competitive pressures in weight‑loss drugs — including Novo price cuts/generics in markets like India — highlight margin and pricing risk across the GLP‑1 category. Novo Nordisk price cuts in India
• Negative Sentiment: Policy and macro risk: proposed US tariffs on branded drugs and recent geopolitical tensions have weighed on pharma stocks, capping LLY’s upside despite product news. Trump Administration Unveils Up to 100% Tariff on Branded Drugs LLY Stock Slips As Geopolitical Tensions Weigh

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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