Synergy Asset Management LLC Sells 50,043 Shares of Eli Lilly and Company $LLY

Key Points

• Synergy Asset Management cut its stake in Eli Lilly by 92.3%, selling 50,043 shares and leaving 4,202 shares valued at about $4.516 million after the quarter.
• Eli Lilly reported a strong quarter with EPS $7.54 (vs. $7.48 expected) and revenue of $19.29 billion (vs. $17.85 billion), raised FY2026 EPS guidance to 33.50–35.00, and carries a consensus analyst rating of “Moderate Buy.”
• Legal overhang: a filed RICO lawsuit could expose Lilly to multi‑billion dollar damages, and the company has asked the U.S. Supreme Court to revisit a whistleblower law—outcomes and timing remain uncertain.

Synergy Asset Management LLC cut its stake in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 92.3% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 4,202 shares of the company's stock after selling 50,043 shares during the period. Synergy Asset Management LLC's holdings in Eli Lilly and Company were worth $4,516,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in the stock. Vermillion & White Wealth Management Group LLC grew its position 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 purchasing an additional 16 shares during the period. Evolution Wealth Management Inc. acquired a new stake in Eli Lilly and Company during the 2nd quarter worth approximately $29,000. Steph & Co. lifted its stake in Eli Lilly and Company by 290.0% in the third quarter. Steph & Co. now owns 39 shares of the company's stock valued at $30,000 after buying an additional 29 shares in the last quarter. Bare Financial Services Inc boosted its holdings in shares of Eli Lilly and Company by 263.6% in the second quarter. Bare Financial Services Inc now owns 40 shares of the company's stock valued at $31,000 after buying an additional 29 shares during the period. Finally, 10Elms LLP boosted its holdings in shares of Eli Lilly and Company by 33.3% in the third quarter. 10Elms LLP now owns 40 shares of the company's stock valued at $31,000 after buying an additional 10 shares during the period. Institutional investors own 82.53% of the company's stock.

Eli Lilly and Company Price Performance

NYSE LLY opened at $878.10 on Friday. The firm's 50 day moving average is $1,007.25 and its 200-day moving average is $963.41. The company has a quick ratio of 1.19, a current ratio of 1.58 and a debt-to-equity ratio of 1.54. The company has a market capitalization of $829.65 billion, a PE ratio of 38.26, a price-to-earnings-growth ratio of 1.02 and a beta of 0.40. Eli Lilly and Company has a 12-month low of $623.78 and a 12-month high of $1,133.95.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last announced its earnings results on Wednesday, February 4th. The company reported $7.54 EPS for the quarter, topping the consensus estimate of $7.48 by $0.06. The business had revenue of $19.29 billion during the quarter, compared to analysts' expectations of $17.85 billion. Eli Lilly and Company had a net margin of 31.66% and a return on equity of 102.94%. The firm's revenue was up 42.6% on a year-over-year basis. During the same quarter in the prior year, the company posted $5.32 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. Equities research analysts anticipate that Eli Lilly and Company will post 23.48 earnings per share for the current fiscal year.

Key Eli Lilly and Company News

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

• Positive Sentiment: Long-term efficacy data for EBGLYSS (lebrikizumab-lbkz) — new ADlong Phase 3b data show up to four years of durable skin clearance and itch relief, which strengthens Lilly’s immunology franchise beyond GLP-1s and supports future revenue durability. Lilly's EBGLYSS (lebrikizumab-lbkz) delivered up to four years of durable disease control for patients with moderate-to-severe atopic dermatitis
• Positive Sentiment: Analyst estimate increases — Erste Group raised FY2026/2027 EPS assumptions, signaling improved analyst confidence in Lilly’s earnings trajectory. This supports longer-term upside expectations. Eli Lilly and Company Price/Analyst Coverage
• Positive Sentiment: Brokerage sentiment remains favorable — the stock carries an average rating of “Moderate Buy,” which can anchor buying interest on dips. Eli Lilly and Company NYSE: LLY Receives Average Rating of "Moderate Buy" from Brokerages
• Neutral Sentiment: Fund commentary — Janus Henderson’s “Forty Fund” mentioned LLY in its Q4/2025 letter, reflecting institutional interest but not a direct catalyst. Janus Henderson Forty Fund’s Updates on Eli Lilly and Company (LLY)
• Neutral Sentiment: Biotech market activity — new IPOs (e.g., Kailera Therapeutics) and industry reports keep capital flows and competition evolving but are not LLY-specific catalysts. Kailera Therapeutics files for US IPO
• Neutral Sentiment: Supreme Court action — Lilly has asked the U.S. Supreme Court to revisit a Civil War–era whistleblower law; the move could limit future qui tam exposure if successful, but outcome and timing are uncertain. Eli Lilly targets Civil War-era whistleblower law at US Supreme Court
• Negative Sentiment: RICO lawsuit risk — a filed RICO suit alleges conduct that, if successful, could lead to multi‑billion dollar damages, representing a clear legal overhang and downside risk to the stock. RICO suit vs. Lilly could reap billions if successful
• Negative Sentiment: Sector weakness — the NYSE Health Care Index was softer late in the session, creating downward pressure across large-cap pharma including LLY. Sector Update: Health Care Stocks Softer Late Afternoon

Wall Street Analysts Forecast Growth

LLY has been the topic of a number of research analyst reports. Bank of America dropped their price objective on shares of Eli Lilly and Company from $1,286.00 to $1,268.00 and set a "buy" rating on the stock in a report on Monday, December 15th. Jefferies Financial Group set a $1,300.00 target price on shares of Eli Lilly and Company and gave the stock a "buy" rating in a research note on Friday, March 13th. Scotiabank reiterated an "outperform" rating and set a $1,300.00 target price on shares of Eli Lilly and Company in a report on Thursday, February 5th. BMO Capital Markets reissued an "outperform" rating and issued a $1,300.00 price target on shares of Eli Lilly and Company in a research note on Thursday, February 5th. Finally, JPMorgan Chase & Co. boosted their price target on Eli Lilly and Company from $1,150.00 to $1,300.00 and gave the company an "overweight" rating in a report on Thursday, February 5th. 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 assigned a Sell rating to the company's stock. According to data from MarketBeat.com, Eli Lilly and Company has a consensus rating of "Moderate Buy" and a consensus price target of $1,221.44.

About Eli Lilly and Company

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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