Pictet Asset Management Holding SA Buys 190,126 Shares of Eli Lilly and Company $LLY

Key Points

• Pictet Asset Management Holding SA boosted its position in Eli Lilly by 27.5%, buying 190,126 shares to hold 880,506 shares — about 0.9% of Pictet's portfolio and roughly 0.09% of Eli Lilly, valued at ~$946.3 million.
• Q1 beat: Eli Lilly reported $19.8 billion in revenue (up ~55.5% YoY) and $8.55 EPS versus $6.97 expected, and raised FY2026 EPS guidance to 35.50–37.00, which helped push the stock up about 10%.
• Growth is being driven by GLP‑1 products (Mounjaro, Zepbound) and early traction for the oral pill Foundayo (~20,000 users), while FDA moves to limit compounding and ongoing pricing/competition risks could pressure future margins.

Pictet Asset Management Holding SA increased its position in Eli Lilly and Company (NYSE:LLY - Free Report) by 27.5% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 880,506 shares of the company's stock after buying an additional 190,126 shares during the quarter. Eli Lilly and Company accounts for approximately 0.9% of Pictet Asset Management Holding SA's investment portfolio, making the stock its 15th largest position. Pictet Asset Management Holding SA owned approximately 0.09% of Eli Lilly and Company worth $946,308,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently made changes to their positions in LLY. Maryland Capital Advisors Inc. acquired a new stake in Eli Lilly and Company during the 4th quarter valued at approximately $25,000. Vermillion & White Wealth Management Group LLC increased its position in Eli Lilly and Company by 84.2% during the 3rd quarter. Vermillion & White Wealth Management Group LLC now owns 35 shares of the company's stock valued at $27,000 after purchasing an additional 16 shares during the period. 10Elms LLP increased its position in Eli Lilly and Company by 33.3% during the 3rd quarter. 10Elms LLP now owns 40 shares of the company's stock valued at $31,000 after purchasing an additional 10 shares during the period. Miller Global Investments LLC acquired a new stake in Eli Lilly and Company during the 4th quarter valued at approximately $33,000. Finally, Hopwood Financial Services Inc. increased its position in Eli Lilly and Company by 113.6% during the 3rd quarter. Hopwood Financial Services Inc. now owns 47 shares of the company's stock valued at $36,000 after purchasing an additional 25 shares during the period. Institutional investors and hedge funds own 82.53% of the company's stock.

Eli Lilly and Company Trading Up 10.1%

NYSE LLY opened at $937.04 on Friday. The stock has a market capitalization of $885.33 billion, a price-to-earnings ratio of 40.83, a PEG ratio of 1.00 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. 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 business's fifty day moving average is $947.05 and its 200-day moving average is $984.98.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last announced its quarterly earnings data on Thursday, April 30th. The company reported $8.55 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $6.97 by $1.58. Eli Lilly and Company had a return on equity of 102.94% and a net margin of 31.66%.The business had revenue of $19.80 billion for the quarter, compared to analysts' expectations of $17.82 billion. During the same period in the previous year, the business posted $3.34 EPS. The firm's quarterly revenue was up 55.5% compared to the same quarter last year. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. Equities research analysts predict that Eli Lilly and Company will post 33.79 EPS for the current year.

Analyst Ratings Changes

LLY has been the subject of a number of recent analyst reports. Barclays initiated coverage on shares of Eli Lilly and Company in a research report on Thursday, February 19th. They set an "overweight" rating and a $1,350.00 price objective for the company. Daiwa Securities Group raised their price objective on shares of Eli Lilly and Company from $1,230.00 to $1,250.00 and gave the stock a "buy" rating in a research report on Wednesday, February 18th. Bank of America raised their price objective on shares of Eli Lilly and Company from $1,293.00 to $1,294.00 and gave the stock a "buy" rating in a research report on Thursday, April 2nd. Jefferies Financial Group set a $1,300.00 price objective on shares of Eli Lilly and Company and gave the stock a "buy" rating in a research report on Friday, March 13th. Finally, Guggenheim raised their price objective on shares of Eli Lilly and Company from $1,163.00 to $1,183.00 and gave the stock a "buy" rating in a research report on Tuesday, April 21st. Two investment 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 assigned a Sell rating to the stock. According to MarketBeat.com, Eli Lilly and Company has a consensus rating of "Moderate Buy" and a consensus price target of $1,216.52.

Key Eli Lilly and Company News

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

• Positive Sentiment: Earnings beat and guidance raise — Lilly reported Q1 revenue of $19.8B (up ~56% YoY) and non‑GAAP EPS that topped estimates; management raised full‑year 2026 revenue and EPS guidance. Lilly Q1 press release
• Positive Sentiment: GLP-1 sales are the growth engine — Mounjaro and Zepbound volumes drove huge top‑line growth and analysts/Jim Cramer highlighted the large addressable weight‑loss market as a multi‑year tailwind. GLP-1 Sales Continue to Lift Eli Lilly
• Positive Sentiment: Regulatory move could limit compounded competitors — the FDA proposed excluding active ingredients in tirzepatide/semaglutide from the 503B bulks list, which would curb large‑scale compounding of cheaper alternatives and support branded sales. FDA proposes excluding weight-loss drugs from compounding list
• Positive Sentiment: Foundayo pill early uptake — management said more than 20,000 people have started the newly launched oral GLP‑1 pill, supporting upside potential for incremental sales beyond injections. More than 20,000 people are taking Eli Lilly's weight loss pill
• Neutral Sentiment: Pipeline and tech partnerships — Lilly signed a multi‑year ~$2.25B AI/genetics deal to advance recombinase-based gene editing, which is strategic for long‑term growth but not immediately revenue‑generating. Eli Lilly Signs Up To $2.25 Billion AI Gene Editing Deal
• Neutral Sentiment: Full earnings detail available — the Q1 earnings call transcript and slides give color on volume vs. price, channel mix and Foundayo expectations for investors who want to dig into the drivers. Eli Lilly Q1 2026 Earnings Call Transcript
• Negative Sentiment: Pricing pressure and lower realized prices — management noted strong volume but lower realized prices for GLP‑1s partially offset revenue growth; sustained price erosion would limit margin upside. FT: Lilly profits more than double as weight-loss drug sales soar
• Negative Sentiment: Competition and generics risk — approvals of generic GLP‑1s abroad and mixed early social‑data on Foundayo vs. peers create execution and share‑loss risk that investors should monitor. LLY falls as Canada approves generic weight-loss drugs

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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