Meadowbrook Wealth Management LLC Has $3.58 Million Stock Position in Eli Lilly and Company $LLY

Key Points

• Meadowbrook Wealth Management raised its Eli Lilly stake 170.3% in Q4 to 3,335 shares worth $3.584 million, making LLY 4.1% of its portfolio and its sixth-largest holding.
• Eli Lilly reported strong Q4 results—revenue of $19.29 billion (+42.6% YoY) and EPS of $7.54 beat estimates—and set FY2026 guidance of 33.5–35.0 EPS, driven largely by GLP‑1 sales.
• Analyst sentiment is broadly positive (consensus "Moderate Buy" with price targets mostly $1,200–$1,300), though high institutional ownership (~82.5%) and GLP‑1 regulatory/reputation risks present valuation and concentration considerations.

Meadowbrook Wealth Management LLC lifted its position in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 170.3% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 3,335 shares of the company's stock after purchasing an additional 2,101 shares during the period. Eli Lilly and Company comprises 4.1% of Meadowbrook Wealth Management LLC's investment portfolio, making the stock its 6th largest holding. Meadowbrook Wealth Management LLC's holdings in Eli Lilly and Company were worth $3,584,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Miller Global Investments LLC acquired a new position in Eli Lilly and Company in the 4th quarter valued at approximately $33,000. Sumitomo Mitsui Financial Group Inc. acquired a new position in shares of Eli Lilly and Company during the second quarter worth $27,000. Vermillion & White Wealth Management Group LLC grew its stake 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 worth $27,000 after purchasing an additional 16 shares during the last quarter. Evolution Wealth Management Inc. bought a new stake in shares of Eli Lilly and Company in the second quarter worth $29,000. Finally, Steph & Co. increased its holdings in Eli Lilly and Company by 290.0% in the third quarter. Steph & Co. now owns 39 shares of the company's stock valued at $30,000 after purchasing an additional 29 shares during the period. Institutional investors and hedge funds own 82.53% of the company's stock.

Analyst Ratings Changes

Several research analysts recently issued reports on the company. Jefferies Financial Group set a $1,300.00 target price on Eli Lilly and Company and gave the stock a "buy" rating in a research report on Friday, March 13th. Wells Fargo & Company increased their price target on Eli Lilly and Company from $1,200.00 to $1,280.00 and gave the company an "overweight" rating in a research note on Thursday, February 5th. Royal Bank Of Canada began coverage on Eli Lilly and Company in a research report on Tuesday, February 24th. They set an "outperform" rating and a $1,250.00 price objective for the company. National Bank Financial set a $1,286.00 price objective on Eli Lilly and Company in a research note on Monday, December 1st. 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. According to MarketBeat.com, the company has a consensus rating of "Moderate Buy" and a consensus price target of $1,221.44.

Eli Lilly and Company Stock Performance

Shares of LLY opened at $898.68 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 $849.09 billion, a P/E ratio of 39.16, a price-to-earnings-growth ratio of 1.06 and a beta of 0.40. The firm's fifty day simple moving average is $1,010.46 and its two-hundred day simple moving average is $960.96. 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 issued its quarterly earnings results on Wednesday, February 4th. The company reported $7.54 earnings per share for the quarter, topping analysts' consensus estimates of $7.48 by $0.06. Eli Lilly and Company had a return on equity of 102.94% and a net margin of 31.66%.The firm had revenue of $19.29 billion during the quarter, compared to the consensus estimate of $17.85 billion. During the same period last year, the business posted $5.32 EPS. The business's 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. As a group, analysts predict that Eli Lilly and Company will post 23.48 EPS for the current year.

Key Stories Impacting Eli Lilly and Company

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

• Positive Sentiment: Q4 earnings and revenue momentum — Coverage highlights Eli Lilly’s strong Q4 results and robust GLP‑1 sales that are driving top‑line and margin strength, supporting the company's growth story. Firing on All Cylinders: Eli Lilly NYSE: LLY Q4 Earnings Lead the Way
• Positive Sentiment: Bullish long‑term thesis on GLP‑1 leadership — Retail/bullish analysis argues that Lilly’s leadership in obesity/GLP‑1 drugs makes it a durable growth compounder, reinforcing investor enthusiasm. Could Buying Eli Lilly Today Set You Up for Life?
• Positive Sentiment: Analyst model tweak — Erste Group slightly raised FY‑2026 EPS expectations for LLY (minor lift to forecasts), which supports consensus that Lilly’s earnings power is rising. MarketBeat: Eli Lilly analyst note
• Neutral Sentiment: Media/celebrity endorsement and market performance — Jim Cramer and other outlets are naming Lilly among top healthcare picks, and recent trading showed short‑term outperformance, which can attract flows but also create volatility. Is Eli Lilly (LLY) The Best Healthcare Stock to Buy According to Jim Cramer?
• Neutral Sentiment: Industry comparisons and valuation debate — Analyst pieces compare LLY with peers (Novo Nordisk, ABBV), highlighting strong growth but also elevated multiples — important context for investors weighing upside vs. valuation risk. LLY or ABBV: Which Drugmaker is Likely to Offer Better Upside in 2026?
• Neutral Sentiment: Investor letters and fund commentary reiterate GLP‑1 as the growth engine, but also note concentration risk (revenue tied to a few franchises). Eli Lilly (LLY) Gained From Growth in its GLP-1 Franchises Drugs
• Negative Sentiment: Policy/reputation risk around GLP‑1s — Coverage raising the “societal obligation” and broader public debate about GLP‑1s can translate into regulatory scrutiny or reimbursement pressure, a potential near‑term headwind for sentiment. Eli Lilly and the ‘societal obligation’ of GLP-1s

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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