Oak Ridge Investments LLC Buys 4,934 Shares of Eli Lilly and Company $LLY

Key Points

• Oak Ridge Investments increased its stake in Eli Lilly by 8.1%, buying 4,934 shares to hold 65,782 shares valued at about $70.7 million, making LLY its 7th-largest holding (~4.3% of the portfolio).
• Eli Lilly beat expectations with $7.54 EPS and $19.29 billion revenue (up 42.6% YoY), set FY2026 EPS guidance of 33.50–35.00, and trades with a market cap near $876 billion and an average analyst target of $1,224.59 ("Moderate Buy").
• Near-term catalysts and risks: early commercial momentum for Foundayo and a positive ACHIEVE‑4 trial support revenue upside, while the FDA's request for additional post‑approval safety data and competitive pressure from Novo Nordisk could constrain adoption.

Oak Ridge Investments LLC grew its stake in Eli Lilly and Company (NYSE:LLY - Free Report) by 8.1% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 65,782 shares of the company's stock after purchasing an additional 4,934 shares during the quarter. Eli Lilly and Company makes up approximately 4.3% of Oak Ridge Investments LLC's holdings, making the stock its 7th biggest holding. Oak Ridge Investments LLC's holdings in Eli Lilly and Company were worth $70,695,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of the stock. 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 in the last quarter. State Street Corp raised its stake in shares of Eli Lilly and Company by 0.6% in the 3rd quarter. State Street Corp now owns 34,726,558 shares of the company's stock valued at $26,496,364,000 after purchasing an additional 219,590 shares in the last quarter. Capital Research Global Investors raised its stake in shares of Eli Lilly and Company by 20.9% in the 3rd quarter. Capital Research Global Investors now owns 25,088,371 shares of the company's stock valued at $19,141,787,000 after purchasing an additional 4,332,008 shares in the last quarter. Wellington Management Group LLP grew its position in shares of Eli Lilly and Company by 4.1% during the 3rd quarter. Wellington Management Group LLP now owns 14,563,780 shares of the company's stock valued at $11,112,164,000 after buying an additional 574,229 shares during the last quarter. Finally, Capital International Investors grew its position in shares of 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 buying 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 Price Performance

Shares of NYSE:LLY opened at $926.90 on Friday. Eli Lilly and Company has a fifty-two week low of $623.78 and a fifty-two week 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 market cap of $875.75 billion, a PE ratio of 40.39, a P/E/G ratio of 1.05 and a beta of 0.51. The firm has a 50-day simple moving average of $971.16 and a 200 day simple moving average of $980.76.

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 the consensus estimate of $7.48 by $0.06. Eli Lilly and Company had a net margin of 31.66% and a return on equity of 102.94%. The firm had revenue of $19.29 billion during the quarter, compared to analysts' expectations of $17.85 billion. During the same quarter in the prior year, the firm earned $5.32 EPS. Eli Lilly and Company's quarterly revenue was up 42.6% on a year-over-year basis. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. On average, sell-side analysts anticipate that Eli Lilly and Company will post 23.48 EPS for the current year.

Wall Street Analyst Weigh In

A number of equities research analysts recently weighed in on the stock. Scotiabank reaffirmed an "outperform" rating and set a $1,300.00 price objective on shares of Eli Lilly and Company in a research report on Thursday, February 5th. Morgan Stanley boosted 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 research report on Friday, April 10th. Deutsche Bank Aktiengesellschaft reaffirmed a "buy" rating and set a $1,285.00 price objective on shares of Eli Lilly and Company in a research report on Friday, March 6th. Sanford C. Bernstein reaffirmed an "outperform" rating on shares of Eli Lilly and Company in a research report on Tuesday, March 10th. Finally, HSBC downgraded shares of Eli Lilly and Company from a "hold" rating to a "reduce" rating and lowered their price objective for the company from $1,070.00 to $850.00 in a research report on Tuesday, March 17th. 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 assigned a Sell rating to the company. According to data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and an average target price of $1,224.59.

More Eli Lilly and Company News

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

• Positive Sentiment: Late‑stage ACHIEVE‑4 trial showed cardiovascular benefit (including a large reduction in all‑cause death in a pre‑planned analysis) and non‑inferiority vs. insulin — strengthens Foundayo’s safety/efficacy profile and supports use in diabetes. ACHIEVE‑4 PR
• Positive Sentiment: Commercial launch momentum: Foundayo recorded ~1,390 U.S. prescriptions in its first week, showing initial demand that supports broader revenue upside if uptake continues. Foundayo first‑week scripts
• Positive Sentiment: Analyst sentiment and revenue drivers remain constructive: Mounjaro, Zepbound and Foundayo sales are expected to support strong Q1 revenue — Lilly set to report on April 30. These commercial tailwinds underpin the company’s long‑term growth case. Q1 sales expectations
• Positive Sentiment: Pipeline and M&A expansion: Lilly is acquiring CrossBridge Bio (~$300M reported) to bolster oncology capabilities — diversifies growth beyond obesity/diabetes. CrossBridge Bio acquisition
• Neutral Sentiment: CEO commentary: Lilly’s CEO said weight‑loss drugs may eventually reach ~50% of potential users due to system and cost limits — a realistic market sizing comment that tempers but does not negate the long‑term opportunity. CEO market penetration remarks
• Neutral Sentiment: New entrants and IPOs (e.g., Kailera) show sustained investor interest in GLP‑1/weight‑loss space — increases funding and competition but also validates sector growth. Kailera IPO
• Neutral Sentiment: Lilly confirmed its Q1 2026 results and conference call date (April 30) — a near‑term event that could reprice expectations based on revenue/volume detail. Earnings date confirmation
• Negative Sentiment: Regulatory scrutiny: The FDA has requested additional post‑approval safety data and postmarketing studies for Foundayo (notably liver and cardiovascular signals), creating uncertainty around labeling, payer coverage and adoption. This prompted earlier selling pressure. FDA safety data request
• Negative Sentiment: Competitive/clinical nuance: A recent study suggested Novo Nordisk’s oral agent may better preserve lean body mass versus Lilly’s tirzepatide in some analyses — a potential marketing/clinical drawback to monitor. Lean mass study
• Negative Sentiment: Some outlets noted Foundayo’s initial scripts trail Novo’s oral product in early uptake — underscores competitive pressure in the U.S. obesity market. Launch comparison with Novo

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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