Northstar Advisory Group LLC Raises Holdings in Eli Lilly and Company $LLY

Key Points

• Northstar Advisory Group LLC boosted its Eli Lilly stake by 121.4% in Q4 to 4,678 shares worth about $5.03 million, making LLY roughly 1.8% of its portfolio and the fund's 13th largest holding.
• Major corporate catalysts are driving momentum: the FDA approved Lilly’s oral GLP‑1 weight‑loss pill Foundayo, and Lilly agreed to acquire Centessa for up to ~$7.8 billion to add orexin/OX2R neuroscience assets, which together broaden growth prospects beyond GLP‑1s.
• Investor sentiment is strong—multiple large funds have increased positions, institutional ownership is about 82.5%, and analysts hold a consensus “Moderate Buy” with an average price target near $1,221.

Northstar Advisory Group LLC lifted its position in Eli Lilly and Company (NYSE:LLY - Free Report) by 121.4% during the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 4,678 shares of the company's stock after purchasing an additional 2,565 shares during the period. Eli Lilly and Company comprises approximately 1.8% of Northstar Advisory Group LLC's portfolio, making the stock its 13th biggest holding. Northstar Advisory Group LLC's holdings in Eli Lilly and Company were worth $5,027,000 at the end of the most recent reporting period.

Several other hedge funds also recently made changes to their positions in LLY. 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 period. Amundi boosted its holdings in shares of Eli Lilly and Company by 27.1% during the third quarter. Amundi now owns 4,525,902 shares of the company's stock worth $3,823,977,000 after purchasing an additional 964,675 shares during the period. Victory Capital Management Inc. grew its stake in shares of Eli Lilly and Company by 47.6% in the third quarter. Victory Capital Management Inc. now owns 2,309,006 shares of the company's stock worth $1,761,772,000 after purchasing an additional 744,868 shares during the last quarter. Danske Bank A S bought a new stake in shares of Eli Lilly and Company in the third quarter worth about $512,022,000. Finally, Capital International Investors increased its holdings in 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 valued at $7,628,447,000 after purchasing an additional 579,381 shares during the period. 82.53% of the stock is owned by hedge funds and other institutional investors.

Key Eli Lilly and Company News

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

• Positive Sentiment: FDA approved Lilly’s oral GLP‑1 weight‑loss pill Foundayo — the approval opens a large, fast‑growing obesity market for a convenient daily pill (Lilly will sell Foundayo via LillyDirect with low listed cash prices and broad availability), which drove the stock rally. Lilly's weight-loss pill wins US approval, sets up next battle with rival Novo Nordisk - reuters.com
• Positive Sentiment: Lilly agreed to acquire Centessa Pharmaceuticals (up to ~$7.8B including milestones) to add orexin/OX2R sleep‑wake assets — diversification into neuroscience reduces concentration risk on GLP‑1s and supports longer‑term growth expectations. Eli Lilly to buy Centessa Pharma in $6.3 billion deal - Reuters
• Positive Sentiment: Unusual bullish options flow — large volume of call buying suggests traders positioned for further upside after the approval/announcements, amplifying intraday momentum. Eli Lilly Pops on GLP‑1 Pill Approval. Should You Buy LLY Stock Here? - Barchart
• Neutral Sentiment: Competitive dynamics — Novo Nordisk is responding with subscription pricing for Wegovy and other tactics; Foundayo’s pricing/coverage and real‑world adoption vs. Wegovy will determine market share, so near‑term upside could be capped by competition. Novo Nordisk (NVO) Stock: New Wegovy Subscription Pricing Takes on Eli Lilly - Blockonomi
• Negative Sentiment: Policy and pricing risk — Lilly’s CEO publicly opposed codifying 'Most Favored Nations' drug‑pricing deals into law, highlighting ongoing regulatory/political risks that could pressure pricing or margins over time. Eli Lilly opposes push to pass Trump's drug pricing deals into law, CEO says - CNBC

Analysts Set New Price Targets

A number of equities analysts recently commented on LLY shares. Wall Street Zen upgraded Eli Lilly and Company from a "buy" rating to a "strong-buy" rating in a report on Sunday. Jefferies Financial Group set a $1,300.00 price target on shares of Eli Lilly and Company and gave the company a "buy" rating in a report on Friday, March 13th. Loop Capital set a $1,200.00 price objective on shares of Eli Lilly and Company in a research report on Tuesday, February 10th. CICC Research upped their price objective on shares of 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. Finally, Guggenheim dropped their target price on shares of Eli Lilly and Company from $1,168.00 to $1,163.00 and set a "buy" rating for the company in a research report on Monday. 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 assigned a Sell rating to the company's stock. According to data from MarketBeat.com, Eli Lilly and Company currently has an average rating of "Moderate Buy" and an average target price of $1,221.26.

Eli Lilly and Company Price Performance

Shares of NYSE LLY opened at $955.45 on Thursday. The firm has a market cap of $902.73 billion, a P/E ratio of 41.63, a PEG ratio of 1.07 and a beta of 0.51. Eli Lilly and Company has a twelve month low of $623.78 and a twelve month high of $1,133.95. 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 company has a 50 day moving average of $999.28 and a 200 day moving average of $966.87.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last posted its earnings results on Wednesday, February 4th. The company reported $7.54 EPS 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 business had revenue of $19.29 billion during the quarter, compared to analyst estimates of $17.85 billion. During the same quarter last year, the company earned $5.32 EPS. The company's quarterly 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, research analysts expect that Eli Lilly and Company will post 23.48 EPS for the current fiscal 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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