Toth Financial Advisory Corp Acquires 1,082 Shares of Eli Lilly and Company $LLY

Key Points

• Toth Financial Advisory Corp raised its stake in Eli Lilly by 1,690.6% in Q4, adding 1,082 shares to hold 1,146 shares valued at about $1.232 million.
• Eli Lilly reported stronger-than-expected Q results with $7.54 EPS (vs. $7.48 est.) and $19.29 billion revenue (+42.6% YoY), and set FY2026 guidance of 33.50–35.00 EPS.
• Strategic catalysts include FDA approval of the oral GLP‑1 obesity pill Foundayo, a $6.5B Houston manufacturing buildout and the ~$7.8B Centessa acquisition to broaden the pipeline, though near‑term risks include price competition and some analyst repositioning.

Toth Financial Advisory Corp raised its holdings in Eli Lilly and Company (NYSE:LLY - Free Report) by 1,690.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 1,146 shares of the company's stock after acquiring an additional 1,082 shares during the quarter. Toth Financial Advisory Corp's holdings in Eli Lilly and Company were worth $1,232,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the business. Aspiriant LLC boosted its stake in Eli Lilly and Company by 59.1% in the fourth quarter. Aspiriant LLC now owns 902 shares of the company's stock valued at $969,000 after acquiring an additional 335 shares during the last quarter. ASL Financial LLC acquired a new stake in Eli Lilly and Company in the fourth quarter worth $1,322,000. Essex LLC raised its holdings in Eli Lilly and Company by 16.0% in the fourth quarter. Essex LLC now owns 2,930 shares of the company's stock worth $3,148,000 after purchasing an additional 405 shares during the period. Kavar Capital Partners Group LLC raised its holdings in Eli Lilly and Company by 0.3% in the fourth quarter. Kavar Capital Partners Group LLC now owns 3,551 shares of the company's stock worth $3,816,000 after purchasing an additional 11 shares during the period. Finally, Howard Capital Management Group LLC raised its holdings in Eli Lilly and Company by 116.1% in the fourth quarter. Howard Capital Management Group LLC now owns 1,660 shares of the company's stock worth $1,784,000 after purchasing an additional 892 shares during the period. 82.53% of the stock is owned by institutional investors.

Eli Lilly and Company Trading Down 1.0%

Shares of NYSE:LLY opened at $925.93 on Tuesday. 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 quick ratio of 1.19, a current ratio of 1.58 and a debt-to-equity ratio of 1.54. The company's fifty day simple moving average is $990.91 and its 200 day simple moving average is $972.00. The firm has a market cap of $874.84 billion, a price-to-earnings ratio of 40.35, 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 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 for the quarter, compared to analyst estimates of $17.85 billion. During the same period last year, the business posted $5.32 earnings per share. The firm's quarterly revenue was up 42.6% on a year-over-year basis. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. As a group, research analysts forecast 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: FDA approved Foundayo, the first once-daily oral GLP‑1 for obesity; Lilly has begun rapid U.S. commercialization and analysts see a multi‑billion-dollar revenue opportunity that helps close the gap with rivals. How to Play Lilly Stock Post Oral Obesity Pill Foundayo's Approval
• Positive Sentiment: Production capacity ramp: Lilly will manufacture the new oral GLP‑1 at a $6.5B Houston plant, reducing supply risk and supporting commercialization scale-up. This is a tangible capex commitment to grow supply for Foundayo. Eli Lilly's $6.5B Houston plant will make its new FDA-approved GLP-1 weight loss drug
• Positive Sentiment: Access agreement and M&A broaden growth runway: Lilly announced a U.S. pricing/access arrangement to expand Medicare/Medicaid availability for GLP‑1s and is acquiring Centessa (~$7.8B) to add sleep and neuroscience assets — both support longer‑term revenue diversification. Eli Lilly Obesity Pill Approval And Sleep Deal Reshape Growth Story
• Positive Sentiment: Investor sentiment lift: Several bullish notes and price-target increases have followed the Foundayo approval, reinforcing upside case for long‑term revenue and margin expansion. Eli Lilly and Company NYSE: LLY Price Target Raised to $1,294.00
• Neutral Sentiment: Sector M&A/AI tailwinds: Pharma and biotech are accelerating M&A and AI-driven R&D investments; Lilly is participating to both defend and extend its pipeline — positive strategically but benefits will play out over quarters. Pharma, Biotech Giants Ramp Up M&A in Q1 to Boost Pipelines
• Neutral Sentiment: Market narrative around AI and a race to a $1T market cap keeps bullish storytelling alive, but share-price milestones remain dependent on sustained revenue/margin execution and pricing environment. Lilly vs JPMorgan: Which Hits a $1 Trillion Market Cap First?
• Negative Sentiment: Price competition concerns: Coverage notes a nascent price war in the oral GLP‑1 category that could cap near‑term revenue/margin upside even after approval, pressuring the immediate stock reaction. StockWatch: Price War Dampens Lilly Surge After Oral GLP-1 Wins FDA Nod
• Negative Sentiment: Analyst repositioning: Some research shops have adjusted ratings/positions post-approval (e.g., reclassifications to Buy vs. Strong Buy), suggesting near-term profit‑taking or more cautious multiple expansion assumptions. Eli Lilly and Company NYSE: LLY Downgraded to "Buy" Rating by Wall Street Zen

Wall Street Analyst Weigh In

Several research firms have weighed in on LLY. Freedom Capital upgraded shares of Eli Lilly and Company from a "hold" rating to a "strong-buy" rating in a report on Tuesday, February 10th. Rothschild & Co Redburn increased their target price on shares of Eli Lilly and Company from $775.00 to $830.00 and gave the stock a "neutral" rating in a report on Monday, January 26th. Weiss Ratings reiterated a "buy (b)" rating on shares of Eli Lilly and Company in a report on Friday, March 27th. Leerink Partners increased their target price on shares of Eli Lilly and Company from $1,234.00 to $1,296.00 and gave the stock an "outperform" rating in a report on Thursday, February 5th. Finally, Loop Capital set a $1,200.00 target price on shares of Eli Lilly and Company in a report on Tuesday, February 10th. Two equities research 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, the company presently has a consensus rating of "Moderate Buy" and a consensus price target 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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