Ticino Wealth Makes New $1.31 Million Investment in Eli Lilly and Company $LLY

Key Points

• Ticino Wealth opened a new position in Eli Lilly during Q4, buying 1,221 shares valued at about $1.31 million; institutional investors now own roughly 82.5% of the company.
• Eli Lilly posted a quarterly earnings beat (EPS $7.54 vs. $7.48) and revenue of $19.29 billion, up 42.6% year‑over‑year, and set FY2026 guidance of 33.5–35.0 EPS (consensus ~33.9).
• Shares are under short‑term pressure (down ~3.6%) amid softer early uptake of the obesity pill Foundayo and mixed GLP‑1 prescription data, though analysts have raised price targets and the consensus rating is a Moderate Buy with an average target near $1,225.33.

Ticino Wealth purchased a new position in shares of Eli Lilly and Company (NYSE:LLY - Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 1,221 shares of the company's stock, valued at approximately $1,312,000.

A number of other large investors also recently made changes to their positions in the business. 10Elms LLP lifted its stake in shares of Eli Lilly and Company by 33.3% during the 3rd quarter. 10Elms LLP now owns 40 shares of the company's stock worth $31,000 after purchasing an additional 10 shares during the period. M.E. Allison & CO. Inc. lifted its stake in shares of Eli Lilly and Company by 0.7% during the 4th quarter. M.E. Allison & CO. Inc. now owns 1,477 shares of the company's stock worth $1,587,000 after purchasing an additional 10 shares during the period. Tanager Wealth Management LLP lifted its stake in shares of Eli Lilly and Company by 2.6% during the 4th quarter. Tanager Wealth Management LLP now owns 395 shares of the company's stock worth $424,000 after purchasing an additional 10 shares during the period. Bridgewater Advisors Inc. lifted its stake in shares of Eli Lilly and Company by 0.3% during the 3rd quarter. Bridgewater Advisors Inc. now owns 3,955 shares of the company's stock worth $3,018,000 after purchasing an additional 11 shares during the period. Finally, Manske Wealth Management lifted its stake in shares of Eli Lilly and Company by 2.5% during the 3rd quarter. Manske Wealth Management now owns 448 shares of the company's stock worth $342,000 after purchasing an additional 11 shares during the period. Hedge funds and other institutional investors own 82.53% of the company's stock.

Eli Lilly and Company Stock Down 3.6%

Shares of NYSE LLY opened at $884.88 on Friday. Eli Lilly and Company has a 12-month low of $623.78 and a 12-month high of $1,133.95. The company has a market cap of $836.05 billion, a P/E ratio of 38.56, a P/E/G ratio of 1.09 and a beta of 0.51. The company has a current ratio of 1.58, a quick ratio of 1.19 and a debt-to-equity ratio of 1.54. The stock has a fifty day moving average price of $958.83 and a 200 day moving average price of $983.91.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last announced its quarterly earnings results on Wednesday, February 4th. The company reported $7.54 earnings per share (EPS) for the quarter, beating the consensus estimate of $7.48 by $0.06. Eli Lilly and Company had a return on equity of 102.94% and a net margin of 31.66%.The firm 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 earned $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 33.9 EPS 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: Analyst upgrades and higher targets provide support for the shares — firms have recently raised price targets and reiterated bullish views, which underpins medium‑term confidence in execution. Price Target Raised to $1,183.00
• Positive Sentiment: Expanded distribution partnerships broaden commercial reach: Lilly expanded its tie‑up with Hims & Hers to allow prescriptions filled via LillyDirect, increasing patient access to GLP‑1s and Zepbound. This helps commercialization and channel diversification. Eli Lilly (LLY) Expands Partnership with Hims & Hers
• Positive Sentiment: M&A and pipeline progress: recent reports list Lilly acquiring Kelonia (~$7B) and completing a Phase 1 renal study (LY3537982), which reduce early‑stage risk and add potential growth assets. These are constructive for long‑term revenue diversity. Deal Dispatch (mentions Lilly/Kelonia) LY3537982 Renal Study Reaches Completion
• Neutral Sentiment: Upcoming earnings (Q1 report due April 30) is a near‑term catalyst that can amplify moves in either direction — investors are sensitive to any GLP‑1 demand readouts ahead of that release. Weekly GLP-1 prescription data analysis
• Negative Sentiment: Foundayo rollout is tracking below expectations — second‑week U.S. prescriptions were ~3,707, a much smaller early ramp than Novo Nordisk’s oral Wegovy benchmark, raising investor concerns about near‑term obesity market share and pricing/mix. That weaker early uptake is the primary reason shares are under pressure today. Lilly's obesity pill hits nearly 4000 prescriptions
• Negative Sentiment: Weekly GLP‑1 prescription trackers show mixed demand signals (diabetes scripts steady but obesity scripts softer), and heavy insider selling / shifting institutional flows noted in some data sources add to short‑term sentiment risk. Prescription data and insider activity

Analysts Set New Price Targets

A number of research analysts have weighed in on LLY shares. Loop Capital set a $1,200.00 price target on Eli Lilly and Company in a research note on Tuesday, February 10th. Guggenheim upped their price objective on Eli Lilly and Company from $1,163.00 to $1,183.00 and gave the stock a "buy" rating in a report on Tuesday. Bank of America upped their price objective on Eli Lilly and Company from $1,293.00 to $1,294.00 and gave the stock a "buy" rating in a report on Thursday, April 2nd. Berenberg Bank upped their price objective on Eli Lilly and Company from $950.00 to $1,050.00 and gave the stock a "hold" rating in a report on Thursday, February 19th. Finally, Barclays assumed coverage on Eli Lilly and Company in a report on Thursday, February 19th. They set an "overweight" rating and a $1,350.00 price objective 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 issued a Sell rating to the company. According to data from MarketBeat, Eli Lilly and Company has a consensus rating of "Moderate Buy" and an average price target of $1,225.33.

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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