Oppenheimer Asset Management Inc. Reduces Position in Eli Lilly and Company $LLY

Key Points

• Oppenheimer Asset Management reduced its stake in Eli Lilly (LLY) by 5.1% in Q4, selling 3,314 shares and ending the quarter with 62,202 shares worth about $66.85 million, roughly 0.8% of its portfolio and its 19th largest holding.
• Eli Lilly posted a strong Q1 beat — $8.55 EPS vs. $6.97 expected and $19.8B revenue (up 55.5% YoY) — and raised FY2026 guidance (EPS $35.50–37.00; revenue $82–85B), driving analyst upgrades and momentum from GLP‑1 demand, though competition, pricing pressures and valuation risks persist.

Oppenheimer Asset Management Inc. reduced its stake in Eli Lilly and Company (NYSE:LLY - Free Report) by 5.1% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 62,202 shares of the company's stock after selling 3,314 shares during the quarter. Eli Lilly and Company comprises approximately 0.8% of Oppenheimer Asset Management Inc.'s portfolio, making the stock its 19th biggest holding. Oppenheimer Asset Management Inc.'s holdings in Eli Lilly and Company were worth $66,847,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also recently added to or reduced their stakes in LLY. Exencial Wealth Advisors LLC increased its stake in Eli Lilly and Company by 189.6% in the third quarter. Exencial Wealth Advisors LLC now owns 17,408 shares of the company's stock valued at $13,283,000 after purchasing an additional 11,396 shares during the last quarter. Rede Wealth LLC acquired a new stake in shares of Eli Lilly and Company during the 3rd quarter worth $487,000. Cidel Asset Management Inc. raised its position in shares of Eli Lilly and Company by 26.5% in the 3rd quarter. Cidel Asset Management Inc. now owns 26,726 shares of the company's stock worth $20,392,000 after buying an additional 5,591 shares during the period. Spire Wealth Management raised its position in shares of Eli Lilly and Company by 2.2% in the 4th quarter. Spire Wealth Management now owns 27,719 shares of the company's stock worth $29,789,000 after buying an additional 592 shares during the period. Finally, Coldstream Capital Management Inc. boosted its holdings in Eli Lilly and Company by 25.6% in the third quarter. Coldstream Capital Management Inc. now owns 42,418 shares of the company's stock valued at $32,365,000 after acquiring an additional 8,659 shares during the last quarter. Institutional investors and hedge funds own 82.53% of the company's stock.

Eli Lilly and Company Trading Up 0.2%

LLY opened at $965.19 on Monday. The firm's 50 day moving average is $947.05 and its 200-day moving average is $987.36. Eli Lilly and Company has a 52-week low of $623.78 and a 52-week high of $1,133.95. The company has a quick ratio of 1.10, a current ratio of 1.50 and a debt-to-equity ratio of 1.26. The firm has a market capitalization of $911.93 billion, a P/E ratio of 34.29, a P/E/G ratio of 1.13 and a beta of 0.48.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last released its quarterly earnings results on Thursday, April 30th. The company reported $8.55 earnings per share for the quarter, beating analysts' consensus estimates of $6.97 by $1.58. Eli Lilly and Company had a net margin of 34.98% and a return on equity of 105.77%. The business had revenue of $19.80 billion during the quarter, compared to analyst estimates of $17.82 billion. During the same period last year, the business earned $3.34 EPS. The business's revenue was up 55.5% on a year-over-year basis. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. Analysts expect that Eli Lilly and Company will post 33.79 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: 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

Analyst Upgrades and Downgrades

Several equities research analysts have commented on the company. Wells Fargo & Company upped their price target on Eli Lilly and Company from $1,200.00 to $1,280.00 and gave the stock an "overweight" rating in a research note on Thursday, February 5th. Freedom Capital raised Eli Lilly and Company from a "hold" rating to a "strong-buy" rating in a research note on Tuesday, February 10th. Weiss Ratings reissued a "buy (b)" rating on shares of Eli Lilly and Company in a research report on Friday, March 27th. HSBC lowered shares of Eli Lilly and Company from a "hold" rating to a "reduce" rating and cut their price target for the company from $1,070.00 to $850.00 in a report on Tuesday, March 17th. Finally, Royal Bank Of Canada started coverage on shares of Eli Lilly and Company in a research note on Tuesday, February 24th. They set an "outperform" rating and a $1,250.00 price objective for the company. Two research analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, four have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the stock has an average rating of "Moderate Buy" and an average target price of $1,212.96.

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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