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Roffman Miller Associates Inc. PA Has $20.58 Million Stock Position in Eli Lilly and Company $LLY

Eli Lilly and Company logo with Medical background
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Key Points

  • Roffman Miller Associates Inc. PA increased its stake in Eli Lilly by 15.9% in Q4, owning 19,151 shares worth about $20.58 million per its latest 13F filing.
  • Eli Lilly beat quarterly expectations with EPS of $7.54 (vs. $7.48 est.) and revenue of $19.29 billion, up 42.6% year‑over‑year, and issued FY‑2026 EPS guidance of 33.50–35.00.
  • The company launched oral GLP‑1 pill Foundayo and expanded distribution through partners (including Amazon, GoodRx and WeightWatchers), which could accelerate revenue, but rising competition and cheaper generics—especially in India—are creating near‑term market‑share and pricing pressure; consensus analyst view is a Moderate Buy with a $1,224.59 target.
  • Five stocks to consider instead of Eli Lilly and Company.

Roffman Miller Associates Inc. PA grew its stake in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 15.9% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 19,151 shares of the company's stock after purchasing an additional 2,629 shares during the period. Roffman Miller Associates Inc. PA's holdings in Eli Lilly and Company were worth $20,581,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also recently made changes to their positions in the stock. Exencial Wealth Advisors LLC lifted its position in Eli Lilly and Company by 189.6% in the 3rd quarter. Exencial Wealth Advisors LLC now owns 17,408 shares of the company's stock valued at $13,283,000 after acquiring an additional 11,396 shares in the last quarter. Rede Wealth LLC bought a new position in Eli Lilly and Company in the 3rd quarter valued at about $487,000. Central Pacific Bank Trust Division lifted its position in Eli Lilly and Company by 25.8% in the 3rd quarter. Central Pacific Bank Trust Division now owns 8,990 shares of the company's stock valued at $6,859,000 after acquiring an additional 1,843 shares in the last quarter. Cidel Asset Management Inc. lifted its position in 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 valued at $20,392,000 after acquiring an additional 5,591 shares in the last quarter. Finally, Spire Wealth Management lifted its position in Eli Lilly and Company by 2.2% in the 4th quarter. Spire Wealth Management now owns 27,719 shares of the company's stock valued at $29,789,000 after acquiring an additional 592 shares in the last quarter. Institutional investors and hedge funds own 82.53% of the company's stock.

Eli Lilly and Company Trading Up 0.0%

Shares of LLY stock opened at $939.79 on Monday. 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 debt-to-equity ratio of 1.54, a quick ratio of 1.19 and a current ratio of 1.58. The company has a 50-day simple moving average of $984.00 and a two-hundred day simple moving average of $977.50. The company has a market capitalization of $887.93 billion, a price-to-earnings ratio of 40.95, a PEG ratio of 1.09 and a beta of 0.51.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last issued its quarterly earnings data on Wednesday, February 4th. The company reported $7.54 earnings per share (EPS) for the quarter, topping analysts' consensus estimates 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 business had revenue of $19.29 billion during the quarter, compared to the consensus estimate of $17.85 billion. During the same period in the prior year, the firm posted $5.32 EPS. The firm's quarterly revenue was up 42.6% compared to the same quarter last year. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. Research analysts anticipate that Eli Lilly and Company will post 23.48 EPS for the current fiscal year.

Eli Lilly and Company News Summary

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

Analyst Upgrades and Downgrades

Several equities analysts recently weighed in on LLY shares. HSBC cut shares of Eli Lilly and Company from a "hold" rating to a "reduce" rating and dropped their price target for the company from $1,070.00 to $850.00 in a research report on Tuesday, March 17th. The Goldman Sachs Group set a $1,260.00 price target on shares of Eli Lilly and Company in a research report on Thursday, February 5th. Wall Street Zen cut shares of Eli Lilly and Company from a "strong-buy" rating to a "buy" rating in a research report on Monday, April 6th. Sanford C. Bernstein reaffirmed an "outperform" rating on shares of Eli Lilly and Company in a research report on Tuesday, March 10th. Finally, Barclays started coverage on shares of Eli Lilly and Company in a research report on Thursday, February 19th. They issued an "overweight" rating and a $1,350.00 price target on the stock. Two analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company's stock. According to MarketBeat.com, Eli Lilly and Company currently has a consensus rating of "Moderate Buy" and a consensus price target of $1,224.59.

View Our Latest Stock Report on Eli Lilly and Company

About Eli Lilly and Company

(Free Report)

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.

Further Reading

Institutional Ownership by Quarter for Eli Lilly and Company (NYSE:LLY)

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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