IFP Advisors Inc Purchases 2,057 Shares of Eli Lilly and Company $LLY

Key Points

• IFP Advisors increased its Eli Lilly stake by 13.2%, purchasing 2,057 shares to hold 17,615 shares worth about $13.45 million per the latest SEC filing.
• Phase 3 data for Lilly's triple agonist retatrutide showed ~1.7–2.0% A1C reductions and ~16.8% weight loss at 40 weeks, signaling a potential blockbuster that could extend Lilly’s obesity/diabetes revenue runway.
• Lilly recently beat quarterly expectations (EPS $7.54; revenue $19.29B, +42.6% YoY) and set FY2026 guidance of 33.5–35.0 EPS; the stock trades near a roughly $866 billion market cap amid mixed analyst views and competitive/pricing risks.

IFP Advisors Inc lifted its position in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 13.2% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 17,615 shares of the company's stock after buying an additional 2,057 shares during the period. IFP Advisors Inc's holdings in Eli Lilly and Company were worth $13,445,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also bought and sold shares of the company. Swiss Life Asset Management Ltd lifted its holdings in shares of Eli Lilly and Company by 5.1% in the 3rd quarter. Swiss Life Asset Management Ltd now owns 301,751 shares of the company's stock worth $230,236,000 after acquiring an additional 14,566 shares during the last quarter. Innova Wealth Partners grew its position in Eli Lilly and Company by 14.8% during the 3rd quarter. Innova Wealth Partners now owns 1,260 shares of the company's stock worth $961,000 after acquiring an additional 162 shares during the last quarter. Stillwater Wealth Management Group purchased a new position in Eli Lilly and Company in the 3rd quarter worth approximately $3,928,000. Tevis Investment Management lifted its position in Eli Lilly and Company by 42.0% in the third quarter. Tevis Investment Management now owns 1,861 shares of the company's stock valued at $1,420,000 after purchasing an additional 550 shares during the last quarter. Finally, PCG Asset Management LLC boosted its stake in shares of Eli Lilly and Company by 5.4% during the third quarter. PCG Asset Management LLC now owns 465 shares of the company's stock valued at $355,000 after purchasing an additional 24 shares during the period. Hedge funds and other institutional investors own 82.53% of the company's stock.

More Eli Lilly and Company News

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

• Positive Sentiment: Phase 3 “TRANSCEND‑T2D‑1” topline: retatrutide (triple agonist) produced big A1C drops (≈1.7–2.0%) and ~16.8% weight loss at 40 weeks, with no plateau — a potential blockbuster next‑generation obesity/diabetes drug that could extend Lilly’s leadership and revenue runway. Lilly PR Newswire: Retatrutide Results
• Positive Sentiment: Pipeline breadth: Lilly launched a master IBD study and is advancing mirikizumab delivery and oral ulcerative colitis candidates — diversification beyond GLP‑1s that supports multiple future revenue streams. TipRanks: Master IBD Study
• Positive Sentiment: Capacity & manufacturing investment: Lilly is spending heavily to expand and modernize production (major plant plans and ~$1.8B+/upcoming $3.5B campus reports), reducing future supply risk for high-demand obesity/diabetes drugs. IBJ: Lilly Manufacturing Investment
• Neutral Sentiment: Additional coverage and patient data (Forbes/Benzinga/CNBC) reiterate strong weight‑loss and glycemic results for retatrutide — helpful for commercial narrative but largely a confirmation of the PR-driven catalyst already priced in by some investors. Forbes: Patient Results
• Neutral Sentiment: Reported insider/congressional buying is noted by media (visibility signal) but is not a reliable near‑term catalyst for price direction. MarketBeat: Congressional Trades
• Negative Sentiment: HSBC downgrade to “Reduce” (PT cut to ~$850) flagged persistent U.S. pricing pressure, rising competition and compounded tirzepatide risks — the downgrade has driven analyst-led selling and is the main immediate negative driver. Yahoo Finance: HSBC Downgrade
• Negative Sentiment: Competitive risk: Novo Nordisk won FDA clearance for a higher‑dose Wegovy (7.2 mg) with strong weight‑loss data and an April launch planned — intensifying head‑to‑head competition in the obesity market that could pressure pricing and share. Blockonomi: Novo Nordisk Higher Dose Wegovy

Eli Lilly and Company Stock Down 0.1%

Shares of NYSE LLY opened at $916.94 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. 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 market capitalization of $866.34 billion, a PE ratio of 39.95, a price-to-earnings-growth ratio of 1.07 and a beta of 0.40. The firm has a fifty day simple moving average of $1,026.34 and a two-hundred day simple moving average of $954.98.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last posted its earnings results on Wednesday, February 4th. The company reported $7.54 EPS for the quarter, topping the consensus estimate 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 analysts' expectations of $17.85 billion. During the same period last year, the company posted $5.32 EPS. The company's quarterly revenue was up 42.6% compared to the same quarter last year. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. Equities analysts expect that Eli Lilly and Company will post 23.48 earnings per share for the current year.

Analyst Upgrades and Downgrades

Several brokerages recently commented on LLY. Guggenheim lifted their target price on shares of Eli Lilly and Company from $1,161.00 to $1,168.00 and gave the stock a "buy" rating in a research note on Thursday, February 26th. Weiss Ratings restated a "buy (b-)" rating on shares of Eli Lilly and Company in a research report on Monday, December 22nd. The Goldman Sachs Group set a $1,260.00 price objective on shares of Eli Lilly and Company in a research note on Thursday, February 5th. Bank of America cut their target price on Eli Lilly and Company from $1,286.00 to $1,268.00 and set a "buy" rating on the stock in a research note on Monday, December 15th. Finally, Freedom Capital upgraded Eli Lilly and Company from a "hold" rating to a "strong-buy" rating in a report on Tuesday, February 10th. Two analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company's stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and an average price target of $1,221.44.

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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