Interchange Capital Partners LLC Has $4.62 Million Holdings in Eli Lilly and Company $LLY

Key Points

• Interchange Capital Partners LLC boosted its Eli Lilly stake by 116.6% in Q4, now owning 4,298 shares valued at $4.62 million, which is 0.9% of its portfolio and its 22nd largest holding.
• Eli Lilly delivered a strong Q1 beat—$8.55 EPS vs. $6.97 consensus and $19.8B revenue—and raised FY2026 guidance to $35.50–37.00 EPS and $82–85B revenue, triggering analyst upgrades and upward price-target revisions.
• About 82.5% of Lilly is institutionally owned, with major funds (Vanguard, State Street, Capital Research) increasing positions, while the stock trades at a roughly $912B market cap and a P/E near 34, highlighting momentum but elevated valuation risks.

Interchange Capital Partners LLC grew its holdings in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 116.6% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 4,298 shares of the company's stock after buying an additional 2,314 shares during the period. Eli Lilly and Company makes up 0.9% of Interchange Capital Partners LLC's investment portfolio, making the stock its 22nd largest holding. Interchange Capital Partners LLC's holdings in Eli Lilly and Company were worth $4,621,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently modified their holdings of the business. Vanguard Group Inc. boosted its holdings in shares of Eli Lilly and Company by 1.2% during the 4th quarter. Vanguard Group Inc. now owns 81,965,974 shares of the company's stock worth $88,087,193,000 after buying an additional 1,006,885 shares in the last quarter. State Street Corp boosted its holdings in shares of Eli Lilly and Company by 0.6% during the 3rd quarter. State Street Corp now owns 34,726,558 shares of the company's stock worth $26,496,364,000 after buying an additional 219,590 shares in the last quarter. Capital Research Global Investors boosted its holdings in shares of Eli Lilly and Company by 20.9% during 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. Wellington Management Group LLP boosted its holdings in shares of Eli Lilly and Company by 4.1% during the 3rd quarter. Wellington Management Group LLP now owns 14,563,780 shares of the company's stock worth $11,112,164,000 after buying an additional 574,229 shares in the last quarter. Finally, Capital International Investors boosted its holdings in shares of Eli Lilly and Company by 6.1% during 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.

Eli Lilly and Company Price Performance

Shares of LLY opened at $965.19 on Friday. Eli Lilly and Company has a 12-month low of $623.78 and a 12-month high of $1,133.95. The business's fifty day moving average is $947.05 and its 200 day moving average is $986.14. 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 cap of $911.93 billion, a P/E ratio of 34.29, a P/E/G ratio of 1.13 and a beta of 0.48.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last issued its earnings results on Thursday, April 30th. The company reported $8.55 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $6.97 by $1.58. Eli Lilly and Company had a return on equity of 115.33% and a net margin of 34.98%.The company had revenue of $19.80 billion for the quarter, compared to analysts' expectations of $17.82 billion. During the same period last year, the business earned $3.34 EPS. Eli Lilly and Company's quarterly revenue was up 55.5% compared to the same quarter last year. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. Sell-side analysts anticipate that Eli Lilly and Company will post 33.79 earnings per share for the current fiscal year.

Key Eli Lilly and Company News

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

• Positive Sentiment: Q1 results and guidance boost: Lilly reported roughly $19.8B revenue and $8.55 non‑GAAP EPS (well above consensus), raised 2026 revenue guidance to $82–85B and lifted EPS guidance to $35.50–37 — a primary driver of the rally. Eli Lilly raises annual profit forecast as GLP-1 drugs fuel growth
• Positive Sentiment: Foundayo (oral GLP‑1) early traction: Foundayo — the first oral GLP‑1 with no food/water timing restrictions — has seen early prescriptions (management cites >20,000 patients), supporting longer‑term market share and convenience advantages versus rivals. Lilly's Double-Beat Widens the GLP-1 Gap—And a New Pill Could Make It Permanent
• Positive Sentiment: Regulatory tailwind for pricing/protection: The FDA proposed excluding key GLP‑1 active ingredients from the compounding bulk list — a move that would limit cheaper mass compounding and help protect branded volumes/pricing. US FDA proposes excluding weight-loss drugs from compounding list
• Positive Sentiment: Street upgrades and higher price targets: Major banks raised price targets and reiterated buy/overweight ratings after the results and guidance, supporting momentum from institutional analysts. Cantor Fitzgerald raises PT
• Neutral Sentiment: Novo’s oral rollout increases scrutiny: Novo Nordisk is expanding its oral GLP‑1 presence (rebranded Rybelsus/Ozempic pills across many pharmacies), a development investors will watch but which hasn’t flipped the narrative away from Lilly yet. Novo Launches Ozempic Pills Across 70,000 US Pharmacies
• Neutral Sentiment: Valuation and long‑term upside debate: Several analyses highlight a tension between Lilly’s strong top‑line growth and a stretched valuation after multi‑year gains; some see material upside if GLP‑1 momentum persists, others caution about multiple compression risk. Eli Lilly Stock’s Path To 30% Upside
• Negative Sentiment: Competitive and pricing pressure risks remain: PBM/insurer negotiation, faster ramps from rivals and longer‑term generic/compounding threats could pressure realized prices and margin expansion — a risk highlighted in market commentary despite the quarter’s beat. Fast Money panel on Novo vs Lilly
• Negative Sentiment: Regulatory / stakeholder friction: Hospital groups have pushed back on certain Lilly data/340B requests, which could create policy or reimbursement friction to monitor. AHA urges HHS to block Lilly 340B data demands

Wall Street Analysts Forecast Growth

A number of equities analysts have issued reports on LLY shares. Cantor Fitzgerald increased their price target on Eli Lilly and Company from $1,205.00 to $1,230.00 and gave the stock an "overweight" rating in a report on Friday. The Goldman Sachs Group increased their price target on Eli Lilly and Company from $1,260.00 to $1,283.00 and gave the stock a "buy" rating in a report on Friday. Deutsche Bank Aktiengesellschaft restated a "buy" rating and set a $1,285.00 price target on shares of Eli Lilly and Company in a report on Friday, March 6th. JPMorgan Chase & Co. increased their target price on Eli Lilly and Company from $1,150.00 to $1,300.00 and gave the stock an "overweight" rating in a report on Thursday, February 5th. Finally, CICC Research increased their target price on Eli Lilly and Company from $1,060.00 to $1,107.00 and gave the stock a "neutral" rating in a report on Wednesday, February 11th. Two 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's stock. According to MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and a consensus price target of $1,212.96.

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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