Narwhal Capital Management Sells 2,288 Shares of Eli Lilly and Company $LLY

Key Points

• Narwhal Capital Management sold 2,288 shares of Eli Lilly, cutting its position by 9.9% to 20,934 shares worth $22,497,000, which represents 1.6% of Narwhal’s portfolio and is its 12th-largest holding.
• Eli Lilly delivered a strong Q1 beat—$8.55 EPS vs. $6.97 expected and $19.8B revenue—and raised FY2026 guidance to $35.50–37.00 EPS and $82–85B revenue, fueled by GLP‑1 momentum including early uptake of oral Foundayo and potential FDA protections.
• Institutions own about 82.53% of LLY; the company has a market cap near $912B and a consensus analyst rating of "Moderate Buy" with an average price target of $1,212.96, though some analysts flag valuation and competitive/pricing risks.

Narwhal Capital Management decreased its position in Eli Lilly and Company (NYSE:LLY - Free Report) by 9.9% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 20,934 shares of the company's stock after selling 2,288 shares during the quarter. Eli Lilly and Company makes up 1.6% of Narwhal Capital Management's portfolio, making the stock its 12th biggest holding. Narwhal Capital Management's holdings in Eli Lilly and Company were worth $22,497,000 at the end of the most recent quarter.

A number of other institutional investors also recently bought and sold shares of the company. Chapin Davis Inc. lifted its holdings in Eli Lilly and Company by 27.0% in the fourth quarter. Chapin Davis Inc. now owns 2,821 shares of the company's stock valued at $3,032,000 after acquiring an additional 599 shares during the period. Interchange Capital Partners LLC lifted its holdings in Eli Lilly and Company by 116.6% in the fourth quarter. Interchange Capital Partners LLC now owns 4,298 shares of the company's stock valued at $4,621,000 after acquiring an additional 2,314 shares during the period. Pure Portfolios Holdings LLC bought a new position in Eli Lilly and Company in the fourth quarter valued at about $240,000. Valued Wealth Advisors LLC lifted its holdings in Eli Lilly and Company by 10.4% in the fourth quarter. Valued Wealth Advisors LLC now owns 117 shares of the company's stock valued at $126,000 after acquiring an additional 11 shares during the period. Finally, Archer Investment Corp lifted its holdings in Eli Lilly and Company by 2.0% in the fourth quarter. Archer Investment Corp now owns 7,732 shares of the company's stock valued at $8,310,000 after acquiring an additional 150 shares during the period. Institutional investors own 82.53% of the company's stock.

Eli Lilly and Company Price Performance

NYSE:LLY opened at $965.19 on Friday. The firm has a market capitalization of $911.93 billion, a price-to-earnings ratio of 34.29, a PEG ratio of 1.13 and a beta of 0.48. Eli Lilly and Company has a 1 year low of $623.78 and a 1 year high of $1,133.95. The business has a 50 day simple moving average of $947.05 and a 200-day simple moving average of $986.14. 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 posted its quarterly earnings data on Thursday, April 30th. The company reported $8.55 earnings per share (EPS) for the quarter, beating the consensus estimate of $6.97 by $1.58. The business had revenue of $19.80 billion during the quarter, compared to analyst estimates of $17.82 billion. Eli Lilly and Company had a return on equity of 115.33% and a net margin of 34.98%.The company's revenue for the quarter was up 55.5% on a year-over-year basis. During the same period last year, the company earned $3.34 EPS. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. Equities analysts forecast that Eli Lilly and Company will post 33.79 EPS for the current year.

Analyst Upgrades and Downgrades

Several research firms have recently commented on LLY. Zacks Research downgraded Eli Lilly and Company from a "strong-buy" rating to a "hold" rating in a research note on Friday, January 30th. Loop Capital set a $1,200.00 price objective on Eli Lilly and Company in a research note on Tuesday, February 10th. HSBC cut Eli Lilly and Company from a "hold" rating to a "reduce" rating and cut their target price for the stock from $1,070.00 to $850.00 in a research report on Tuesday, March 17th. Daiwa Securities Group raised their price target on Eli Lilly and Company from $1,230.00 to $1,250.00 and gave the company a "buy" rating in a report on Wednesday, February 18th. Finally, JPMorgan Chase & Co. raised their price target on 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. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, four have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, Eli Lilly and Company currently has a consensus rating of "Moderate Buy" and an average price target of $1,212.96.

Eli Lilly and Company News Summary

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

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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