Northcape Wealth Management LLC Has $5.19 Million Stake in Eli Lilly and Company $LLY

Key Points

• Northcape Wealth Management cut its stake in Eli Lilly by 38.0% in Q4 to 4,828 shares valued at $5,189,000, making LLY its 20th largest holding and about 1.5% of the firm's portfolio.
• Eli Lilly is accelerating commercial rollout of its oral GLP‑1 pill Foundayo with pharmacy and telehealth partners (including Amazon Pharmacy), and several analysts have raised price targets, contributing to a MarketBeat consensus of a “Moderate Buy”.
• Offsetting upside, cheap generic semaglutide copies in India and intensifying competition in the GLP‑1 market have pressured Lilly’s market share and could weigh on near‑term international revenue.

Northcape Wealth Management LLC decreased its position in Eli Lilly and Company (NYSE:LLY - Free Report) by 38.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 4,828 shares of the company's stock after selling 2,954 shares during the quarter. Eli Lilly and Company accounts for approximately 1.5% of Northcape Wealth Management LLC's holdings, making the stock its 20th largest holding. Northcape Wealth Management LLC's holdings in Eli Lilly and Company were worth $5,189,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently modified their holdings of the company. Vanguard Group Inc. raised its stake in shares of Eli Lilly and Company by 0.7% in the 3rd quarter. Vanguard Group Inc. now owns 80,959,089 shares of the company's stock valued at $61,771,785,000 after purchasing an additional 551,659 shares during the period. State Street Corp increased its position in shares of Eli Lilly and Company by 0.6% in the third quarter. State Street Corp now owns 34,726,558 shares of the company's stock valued at $26,496,364,000 after acquiring an additional 219,590 shares during the last quarter. Capital Research Global Investors increased its position in shares of Eli Lilly and Company by 20.9% in the third quarter. Capital Research Global Investors now owns 25,088,371 shares of the company's stock valued at $19,141,787,000 after acquiring an additional 4,332,008 shares during the last quarter. Wellington Management Group LLP increased its position in shares of Eli Lilly and Company by 4.1% in the third quarter. Wellington Management Group LLP now owns 14,563,780 shares of the company's stock valued at $11,112,164,000 after acquiring an additional 574,229 shares during the last quarter. Finally, Capital International Investors boosted its position in Eli Lilly and Company by 6.1% during the third quarter. Capital International Investors now owns 10,001,509 shares of the company's stock valued at $7,628,447,000 after purchasing an additional 579,381 shares during the last quarter. Institutional investors and hedge funds own 82.53% of the company's stock.

Eli Lilly and Company News Summary

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

Wall Street Analyst Weigh In

Several research analysts recently commented on LLY shares. Weiss Ratings reissued a "buy (b)" rating on shares of Eli Lilly and Company in a research report on Friday, March 27th. Zacks Research cut Eli Lilly and Company from a "strong-buy" rating to a "hold" rating in a research report on Friday, January 30th. Morgan Stanley increased their price target on Eli Lilly and Company from $1,313.00 to $1,327.00 and gave the company an "overweight" rating in a research report on Friday. Cantor Fitzgerald increased their price target on Eli Lilly and Company from $985.00 to $1,205.00 and gave the company an "overweight" rating in a research report on Thursday, February 5th. Finally, Bank of America increased their price target on Eli Lilly and Company from $1,293.00 to $1,294.00 and gave the company a "buy" rating in a research report on Thursday, April 2nd. Two research 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 given a Sell rating to the company. Based on data from MarketBeat, the company currently has an average rating of "Moderate Buy" and an average price target of $1,224.59.

Eli Lilly and Company Price Performance

Shares of NYSE LLY opened at $939.79 on Monday. The business's 50 day moving average price is $984.00 and its two-hundred day moving average price is $977.50. The company has a market cap of $887.93 billion, a PE ratio of 40.95, a price-to-earnings-growth ratio of 1.09 and a beta of 0.51. The company has a quick ratio of 1.19, a current ratio of 1.58 and a debt-to-equity ratio of 1.54. Eli Lilly and Company has a twelve month low of $623.78 and a twelve month high of $1,133.95.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last announced 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. The firm had revenue of $19.29 billion for the quarter, compared to the consensus estimate of $17.85 billion. Eli Lilly and Company had a return on equity of 102.94% and a net margin of 31.66%.The business's revenue was up 42.6% compared to the same quarter last year. During the same quarter in the previous 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. On average, analysts predict that Eli Lilly and Company will post 23.48 EPS for the current year.

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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