Jackson Square Capital LLC Has $19.81 Million Holdings in Eli Lilly and Company $LLY

Key Points

• Jackson Square Capital LLC increased its stake in Eli Lilly by 26.6% in Q4 to 18,437 shares worth $19.814 million, making LLY its 7th largest holding (about 3.9% of the fund).
• Eli Lilly beat quarterly estimates with $7.54 EPS and $19.29 billion in revenue (revenue up 42.6% YoY) and provided FY2026 guidance of $33.50–$35.00 EPS.
• The company is rolling out the oral GLP‑1 pill Foundayo through pharmacy and Amazon partnerships to boost uptake and revenue, but faces rising competitive and pricing pressure (including generics in India) that could weigh on near‑term growth.

Jackson Square Capital LLC grew its position in Eli Lilly and Company (NYSE:LLY - Free Report) by 26.6% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 18,437 shares of the company's stock after purchasing an additional 3,875 shares during the period. Eli Lilly and Company makes up approximately 3.9% of Jackson Square Capital LLC's holdings, making the stock its 7th biggest position. Jackson Square Capital LLC's holdings in Eli Lilly and Company were worth $19,814,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Maryland Capital Advisors Inc. bought a new position in Eli Lilly and Company in the 4th quarter worth about $25,000. Miller Global Investments LLC bought a new position in Eli Lilly and Company in the 4th quarter worth about $33,000. Dorato Capital Management bought a new position in shares of Eli Lilly and Company in the fourth quarter valued at approximately $36,000. Vermillion & White Wealth Management Group LLC boosted its holdings in shares of Eli Lilly and Company by 84.2% in the third quarter. Vermillion & White Wealth Management Group LLC now owns 35 shares of the company's stock valued at $27,000 after acquiring an additional 16 shares in the last quarter. Finally, Evolution Wealth Management Inc. bought a new position in shares of Eli Lilly and Company in the second quarter valued at approximately $29,000. Institutional investors own 82.53% of the company's stock.

Eli Lilly and Company Stock Down 1.6%

LLY stock opened at $939.79 on Friday. 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 cap of $887.93 billion, a PE ratio of 40.95, a P/E/G ratio of 1.09 and a beta of 0.51. The firm has a 50 day simple moving average of $984.00 and a 200 day simple moving average of $975.85. The company has a debt-to-equity ratio of 1.54, a current ratio of 1.58 and a quick ratio of 1.19.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last released its earnings results on Wednesday, February 4th. The company reported $7.54 EPS for the quarter, beating the consensus estimate of $7.48 by $0.06. The business had revenue of $19.29 billion during the quarter, compared to analyst estimates of $17.85 billion. Eli Lilly and Company had a net margin of 31.66% and a return on equity of 102.94%. The business's quarterly revenue was up 42.6% on a year-over-year basis. During the same period in the prior year, the business earned $5.32 earnings per share. 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.

Analysts Set New Price Targets

Several research analysts have recently issued reports on LLY shares. Rothschild & Co Redburn increased their price objective on shares of Eli Lilly and Company from $875.00 to $880.00 and gave the company a "neutral" rating in a report on Friday. JPMorgan Chase & Co. increased their price objective on shares of Eli Lilly and Company from $1,150.00 to $1,300.00 and gave the company an "overweight" rating in a report on Thursday, February 5th. Morgan Stanley increased their price objective on shares of Eli Lilly and Company from $1,313.00 to $1,327.00 and gave the company an "overweight" rating in a report on Friday. The Goldman Sachs Group set a $1,260.00 price objective on shares of Eli Lilly and Company in a report on Thursday, February 5th. Finally, HSBC cut shares of Eli Lilly and Company from a "hold" rating to a "reduce" rating and decreased their price objective for the company from $1,070.00 to $850.00 in a report on Tuesday, March 17th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company currently has a consensus rating of "Moderate Buy" and a consensus price target of $1,224.59.

Eli Lilly and Company News Roundup

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

• Positive Sentiment: Foundayo commercial launch and broad distribution—Lilly has officially launched oral GLP‑1 pill Foundayo and is rapidly expanding access through pharmacy and telehealth partners (GoodRx, WeightWatchers, LillyDirect and traditional pharmacies), which should accelerate patient uptake and revenue diversification. LLY Launches GLP-1 Pill, Expands Access Through Pharmacy Partnerships
• Positive Sentiment: Amazon & same‑day delivery tie‑ups broaden access—Amazon Pharmacy and kiosks will stock Foundayo and offer same‑day/next‑day delivery, lowering friction for prescriptions and increasing potential volume. This distribution boost is bullish for top‑line growth. Amazon to stock Lilly's new weight-loss pill at US kiosks, offer same-day delivery
• Positive Sentiment: Bullish analyst action—Morgan Stanley raised its price target and kept an overweight rating, signaling continued confidence in Lilly’s growth trajectory from obesity drugs and pipeline strength. Benzinga coverage of analyst action
• Neutral Sentiment: Mixed analyst views—Rothschild & Co Redburn nudged its target slightly but maintained a neutral stance, reflecting debate over near‑term pricing and margins despite long‑term opportunity. Rothschild & Co Redburn adjusts price target on Eli Lilly
• Negative Sentiment: Competitive and pricing pressure in India—Cheap generic semaglutide copies in India have reduced Lilly’s market share there, a first sign that pricing pressure and generic erosion could weigh on international sales. Eli Lilly slips as generics flood India
• Negative Sentiment: Market‑share softness as the GLP‑1 market intensifies—Reports show Lilly’s share dipping amid aggressive competition (including Novo) and cheaper alternatives, which raises near‑term revenue uncertainty. Eli Lilly’s Market Share Dips as Weight-Loss Drug War Heats Up

About Eli Lilly and Company

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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