OFI Invest Asset Management Has $132.31 Million Stock Position in Eli Lilly and Company $LLY

Key Points

• OFI Invest Asset Management trimmed its Eli Lilly stake by 9.8% to 123,119 shares, leaving a position worth about $132.31 million, or 1.7% of the fund’s holdings and its 10th largest holding.
• Eli Lilly reported a strong quarter (EPS $7.54 vs. $7.48 est.; revenue $19.29B, +42.6% YoY) and set FY2026 guidance of 33.50–35.00 EPS, signaling continued earnings momentum.
• Lilly is expanding distribution of oral GLP‑1 pill Foundayo (partners include Amazon and GoodRx), which could boost growth, but the company faces pricing pressure and generic competition in markets like India and mixed analyst views (consensus: "Moderate Buy," avg. target ~$1,224.59).

OFI Invest Asset Management lessened its position in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 9.8% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 123,119 shares of the company's stock after selling 13,381 shares during the period. Eli Lilly and Company accounts for 1.7% of OFI Invest Asset Management's holdings, making the stock its 10th biggest holding. OFI Invest Asset Management's holdings in Eli Lilly and Company were worth $132,314,000 at the end of the most recent reporting period.

A number of other hedge funds have also bought and sold shares of the company. Montz Harcus Wealth Management LLC bought a new position in Eli Lilly and Company during the fourth quarter worth $249,000. Greenberg Financial Group bought a new position in Eli Lilly and Company during the fourth quarter worth $267,000. FMB Wealth Management bought a new position in Eli Lilly and Company during the fourth quarter worth $277,000. Wetzel Investment Advisors Inc. raised its stake in Eli Lilly and Company by 12.2% during the fourth quarter. Wetzel Investment Advisors Inc. now owns 10,846 shares of the company's stock worth $11,655,000 after buying an additional 1,176 shares during the last quarter. Finally, Evermay Wealth Management LLC raised its stake in Eli Lilly and Company by 2.0% during the fourth quarter. Evermay Wealth Management LLC now owns 3,789 shares of the company's stock worth $4,072,000 after buying an additional 74 shares during the last quarter. Institutional investors own 82.53% of the company's stock.

Eli Lilly and Company Trading Up 0.0%

NYSE:LLY opened at $939.79 on Monday. The company has a debt-to-equity ratio of 1.54, a current ratio of 1.58 and a quick ratio of 1.19. The firm has a 50-day moving average of $984.00 and a 200-day moving average of $977.50. The company has a market cap of $887.93 billion, a PE ratio of 40.95, a PEG ratio of 1.09 and a beta of 0.51. Eli Lilly and Company has a one year low of $623.78 and a one year high of $1,133.95.

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. The company had revenue of $19.29 billion during the quarter, compared to the consensus estimate of $17.85 billion. Eli Lilly and Company had a net margin of 31.66% and a return on equity of 102.94%. The firm's revenue for the quarter was up 42.6% on a year-over-year basis. During the same period in the previous year, the firm posted $5.32 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. As a group, equities research analysts expect that Eli Lilly and Company will post 23.48 EPS for the current fiscal year.

Key Headlines Impacting Eli Lilly and Company

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

A number of equities analysts recently weighed in on LLY shares. HSBC downgraded shares of Eli Lilly and Company from a "hold" rating to a "reduce" rating and lowered their target price for the stock from $1,070.00 to $850.00 in a research note on Tuesday, March 17th. Weiss Ratings reissued a "buy (b)" rating on shares of Eli Lilly and Company in a research note on Friday, March 27th. Loop Capital set a $1,200.00 target price on shares of Eli Lilly and Company in a research note on Tuesday, February 10th. Freedom Capital upgraded shares of Eli Lilly and Company from a "hold" rating to a "strong-buy" rating in a report on Tuesday, February 10th. Finally, Barclays started coverage on shares of Eli Lilly and Company in a report on Thursday, February 19th. They issued an "overweight" rating and a $1,350.00 price target for the company. Two analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company's stock. According to data from MarketBeat, Eli Lilly and Company has a consensus rating of "Moderate Buy" and an average target price of $1,224.59.

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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