Oppenheimer & Co. Inc. Has $74.55 Million Stock Position in Eli Lilly and Company $LLY

Key Points

• Oppenheimer & Co. Inc. increased its stake in Eli Lilly by 3.5% to 69,367 shares, a holding worth about $74.55 million that represents 1.1% of its portfolio and is the firm's 10th largest position.
• Eli Lilly posted a strong Q1 with $19.8 billion in revenue and $8.55 EPS, and raised FY2026 guidance to $82–85 billion in revenue and $35.50–37.00 EPS, prompting analyst upgrades and a consensus target near $1,213.
• Commercial and regulatory tailwinds — notably early uptake of oral GLP‑1 Foundayo (>20,000 patients) and an FDA proposal to limit compounding of key GLP‑1 ingredients — support pricing and market share, though competitive, payer and policy risks remain.

Oppenheimer & Co. Inc. grew its holdings in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 3.5% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 69,367 shares of the company's stock after acquiring an additional 2,353 shares during the period. Eli Lilly and Company comprises approximately 1.1% of Oppenheimer & Co. Inc.'s holdings, making the stock its 10th largest position. Oppenheimer & Co. Inc.'s holdings in Eli Lilly and Company were worth $74,547,000 as of its most recent SEC filing.

A number of other hedge funds have also recently modified their holdings of LLY. Maryland Capital Advisors Inc. bought a new position in Eli Lilly and Company in the 4th quarter worth $25,000. Vermillion & White Wealth Management Group LLC boosted its holdings in Eli Lilly and Company by 84.2% in the 3rd quarter. Vermillion & White Wealth Management Group LLC now owns 35 shares of the company's stock worth $27,000 after buying an additional 16 shares during the period. 10Elms LLP boosted its holdings in Eli Lilly and Company by 33.3% in the 3rd quarter. 10Elms LLP now owns 40 shares of the company's stock worth $31,000 after buying an additional 10 shares during the period. Miller Global Investments LLC bought a new position in Eli Lilly and Company in the 4th quarter worth $33,000. Finally, Hopwood Financial Services Inc. boosted its holdings in Eli Lilly and Company by 113.6% in the 3rd quarter. Hopwood Financial Services Inc. now owns 47 shares of the company's stock worth $36,000 after buying an additional 25 shares during the period. Institutional investors 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: 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

Wall Street Analysts Forecast Growth

LLY has been the subject of several recent analyst reports. Loop Capital set a $1,200.00 target price on shares of Eli Lilly and Company in a report on Tuesday, February 10th. Leerink Partners dropped their target price on shares of Eli Lilly and Company from $1,296.00 to $1,058.00 and set an "outperform" rating for the company in a report on Monday, April 27th. JPMorgan Chase & Co. upped their target price on shares of Eli Lilly and Company from $1,150.00 to $1,300.00 and gave the stock an "overweight" rating in a report on Thursday, February 5th. Morgan Stanley reaffirmed an "overweight" rating and issued a $1,344.00 target price on shares of Eli Lilly and Company in a report on Friday. Finally, Barclays initiated 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 target price for the company. Two analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, four have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the company has an average rating of "Moderate Buy" and a consensus target price of $1,212.96.

Eli Lilly and Company Stock Up 0.2%

LLY opened at $965.19 on Monday. The firm has a 50-day simple moving average of $947.05 and a two-hundred day simple moving average of $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 market capitalization of $911.93 billion, a PE ratio of 34.29, a price-to-earnings-growth ratio of 1.13 and a beta of 0.48. The company has a quick ratio of 1.10, a current ratio of 1.50 and a debt-to-equity ratio of 1.26.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last released its quarterly earnings data on Thursday, April 30th. The company reported $8.55 EPS for the quarter, beating the consensus estimate 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 the consensus estimate of $17.82 billion. During the same quarter in the prior year, the firm 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 forecast that Eli Lilly and Company will post 33.79 earnings per share 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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