SWS Partners Makes New $2.39 Million Investment in Eli Lilly and Company $LLY

Key Points

• SWS Partners disclosed a new Q4 stake of 2,223 shares in Eli Lilly, valued at approximately $2.39 million per its SEC filing.
• Eli Lilly posted strong quarterly results with an EPS beat and revenue up 42.6% year‑over‑year, and set FY2026 guidance of 33.50–35.00 EPS.
• The FDA approved Foundayo (orforglipron), the first once‑daily oral GLP‑1 for chronic weight management, sparking analyst upgrades and multi‑billion sales forecasts, though competition from Novo Nordisk and policy risks could pressure uptake.

SWS Partners bought a new stake in shares of Eli Lilly and Company (NYSE:LLY - Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund bought 2,223 shares of the company's stock, valued at approximately $2,389,000.

A number of other institutional investors and hedge funds also recently modified their holdings of the business. Vermillion & White Wealth Management Group LLC boosted its holdings in shares of 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 valued at $27,000 after buying an additional 16 shares during the period. Evolution Wealth Management Inc. bought a new position in shares of Eli Lilly and Company in the second quarter worth $29,000. Steph & Co. lifted its position in Eli Lilly and Company by 290.0% in the third quarter. Steph & Co. now owns 39 shares of the company's stock worth $30,000 after purchasing an additional 29 shares during the period. 10Elms LLP boosted its holdings in Eli Lilly and Company by 33.3% during the third quarter. 10Elms LLP now owns 40 shares of the company's stock worth $31,000 after buying an additional 10 shares in the last quarter. Finally, Miller Global Investments LLC bought a new stake in shares of Eli Lilly and Company during the 4th quarter worth $33,000. 82.53% of the stock is owned by institutional investors and hedge funds.

Eli Lilly and Company Stock Performance

LLY stock opened at $935.85 on Friday. 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 stock has a market cap of $884.21 billion, a P/E ratio of 40.78, a P/E/G ratio of 1.09 and a beta of 0.51. The firm has a 50 day simple moving average of $993.66 and a 200 day simple moving average of $969.38. Eli Lilly and Company has a 52 week low of $623.78 and a 52 week high of $1,133.95.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last released its quarterly earnings data on Wednesday, February 4th. The company reported $7.54 earnings per share for the quarter, beating the consensus estimate 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 firm had revenue of $19.29 billion for the quarter, compared to analyst estimates of $17.85 billion. During the same quarter in the prior year, the business earned $5.32 EPS. The company's revenue for the quarter 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 earnings per share for the current fiscal year.

Trending Headlines about Eli Lilly and Company

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

• Positive Sentiment: FDA approves Foundayo (orforglipron), the first once‑daily oral GLP‑1 for chronic weight management with no food/water restrictions — a commercial launch (April 6) and analyst forecasts point to multi‑billion dollar sales potential that is boosting investor sentiment. Eli Lilly (LLY) Receives FDA Approval for Foundayo Weight Management Pill
• Positive Sentiment: Bank of America and other brokers reiterate buy/raise views and price targets after the approval, calling Foundayo a preferred oral GLP‑1 and lifting upside expectations for LLY. Bank of America sees Eli Lilly’s Foundayo as preferred oral GLP-1
• Positive Sentiment: Wall Street models expect a strong commercial debut (analyst revenue scenarios in the billions for 2026), supporting upside to near‑term sales and valuation. Wall Street sees multi-billion dollar debut for Lilly's obesity pill
• Positive Sentiment: Lilly's announced acquisition of Centessa (~$7.8B) diversifies the pipeline into neuroscience and is viewed as strategic for long‑term growth beyond metabolic franchises. Eli Lilly to Acquire Centessa Pharmaceuticals
• Neutral Sentiment: Quiet Phase‑1 readout (LY4060874) — no major surprises reported, so limited immediate stock impact but keeps focus on pipeline cadence. LY4060874 Phase 1 Readout
• Neutral Sentiment: Unusually high options activity noted — signals elevated investor/speculator interest around the approval and upcoming launch, but direction uncertain. Eli Lilly Target of Unusually High Options Trading
• Negative Sentiment: Rival Novo Nordisk released cross‑trial comparisons claiming Wegovy’s oral pill produces greater weight loss and fewer adverse events than Foundayo — intensifies competitive risk and could pressure uptake/pricing. Novo Nordisk Wegovy Data Challenges Foundayo
• Negative Sentiment: Broader competitive pressures in weight‑loss drugs — including Novo price cuts/generics in markets like India — highlight margin and pricing risk across the GLP‑1 category. Novo Nordisk price cuts in India
• Negative Sentiment: Policy and macro risk: proposed US tariffs on branded drugs and recent geopolitical tensions have weighed on pharma stocks, capping LLY’s upside despite product news. Trump Administration Unveils Up to 100% Tariff on Branded Drugs LLY Stock Slips As Geopolitical Tensions Weigh

Wall Street Analyst Weigh In

Several analysts have issued reports on the company. Jefferies Financial Group set a $1,300.00 price objective on Eli Lilly and Company and gave the stock a "buy" rating in a report on Friday, March 13th. Daiwa Securities Group boosted their price target on shares of Eli Lilly and Company from $1,230.00 to $1,250.00 and gave the company a "buy" rating in a report on Wednesday, February 18th. Cantor Fitzgerald raised their price objective on shares of Eli Lilly and Company from $985.00 to $1,205.00 and gave the stock an "overweight" rating in a research note on Thursday, February 5th. Morgan Stanley reiterated an "overweight" rating and set a $1,313.00 price objective on shares of Eli Lilly and Company in a research report on Thursday, March 5th. Finally, Wall Street Zen upgraded Eli Lilly and Company from a "buy" rating to a "strong-buy" rating in a report on Sunday, March 29th. Two research analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and a consensus target price of $1,222.22.

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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