Turtle Creek Wealth Advisors LLC Has $26.44 Million Holdings in Eli Lilly and Company $LLY

Key Points

• Turtle Creek Wealth Advisors increased its stake in Eli Lilly by 9.5% to 24,598 shares valued at approximately $26.44 million, making LLY about 2.1% of the firm's portfolio and its sixth-largest holding.
• Eli Lilly agreed to acquire Ajax Therapeutics for up to $2.3 billion, part of a deliberate management push to diversify into oncology and build durable blood‑cancer revenues beyond its GLP‑1 franchise.
• Shares traded down ~1.7% recently despite a strong quarter (revenue +42.6% YoY, EPS beat) and FY‑2026 guidance of $33.50–35.00 per share; analysts show a consensus "Moderate Buy" with a price target near $1,216.52.

Turtle Creek Wealth Advisors LLC raised its stake in Eli Lilly and Company (NYSE:LLY - Free Report) by 9.5% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 24,598 shares of the company's stock after purchasing an additional 2,142 shares during the period. Eli Lilly and Company accounts for approximately 2.1% of Turtle Creek Wealth Advisors LLC's investment portfolio, making the stock its 6th biggest position. Turtle Creek Wealth Advisors LLC's holdings in Eli Lilly and Company were worth $26,435,000 as of its most recent SEC filing.

Several other large investors also recently modified their holdings of LLY. 10Elms LLP grew its stake in Eli Lilly and Company by 33.3% in the 3rd quarter. 10Elms LLP now owns 40 shares of the company's stock valued at $31,000 after buying an additional 10 shares during the last quarter. M.E. Allison & CO. Inc. lifted its position in Eli Lilly and Company by 0.7% during the fourth quarter. M.E. Allison & CO. Inc. now owns 1,477 shares of the company's stock worth $1,587,000 after acquiring an additional 10 shares during the last quarter. Tanager Wealth Management LLP boosted its holdings in shares of Eli Lilly and Company by 2.6% during the fourth quarter. Tanager Wealth Management LLP now owns 395 shares of the company's stock worth $424,000 after acquiring an additional 10 shares during the period. Morey & Quinn Wealth Partners LLC boosted its holdings in shares of Eli Lilly and Company by 1.5% during the fourth quarter. Morey & Quinn Wealth Partners LLC now owns 661 shares of the company's stock worth $710,000 after acquiring an additional 10 shares during the period. Finally, Wealthspan Partners LLC grew its position in shares of Eli Lilly and Company by 0.5% in the fourth quarter. Wealthspan Partners LLC now owns 2,110 shares of the company's stock valued at $2,268,000 after purchasing an additional 10 shares during the last quarter. 82.53% of the stock is owned by institutional investors.

Eli Lilly and Company News Roundup

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

• Positive Sentiment: Lilly agreed to acquire Ajax Therapeutics for up to $2.3 billion, adding AJ1-11095, a first‑in‑class Type II JAK2 inhibitor for myelofibrosis and polycythemia vera; the deal bolsters Lilly’s blood‑cancer pipeline and comes with Phase 1 data milestones later in 2026. Eli Lilly to acquire Ajax Therapeutics for up to $2.3 billion (Reuters)
• Positive Sentiment: April marks a continued buying spree for Lilly—this is at least the second oncology acquisition this month—signaling management’s deliberate push to diversify beyond GLP‑1s and build durable oncology revenues. Lilly Bets Again on Blood Cancer With Second Acquisition This Month (Yahoo)
• Neutral Sentiment: Jim Cramer flagged Lilly as a company that “will tell a good story” heading into earnings despite recent controversy, reflecting that broadcasters and some investors expect management to present positive near‑term messaging. Jim Cramer Says Eli Lilly “Will Tell a Good Story When It Reports” (Yahoo)
• Neutral Sentiment: Analysts and preview pieces highlight that Q1 earnings will be pivotal: GLP‑1 demand, pricing pressure, and Foundayo launch trends are key metrics to watch when Lilly reports. Will These 5 Drug Bigwigs Surpass Q1 Earnings Forecasts? (Zacks)
• Neutral Sentiment: Broader sector M&A (e.g., Organon/Sun Pharma) is keeping investor focus on consolidation in pharma, which can support valuation multiples for active acquirers like Lilly. Organon Rides the Pharma M&A Wave With Sun Takeover (Yahoo)
• Negative Sentiment: Prescription data show Lilly’s oral Foundayo trailing Novo Nordisk’s Wegovy pill at a similar launch stage, raising concerns about market share, launch momentum and near‑term revenue upside for Lilly’s obesity franchise. GLP-1 pill race heats up as Wegovy tablet holds strong against Lilly rival (Proactive)
• Negative Sentiment: Leerink Partners cut its price target on LLY from $1,296 to $1,058 while maintaining an outperform rating, a signal that at least some analysts see more near‑term downside or muted upside versus prior expectations. Leerink Partners adjusts PT on Eli Lilly (MarketScreener)

Eli Lilly and Company Trading Down 1.7%

Shares of LLY stock opened at $868.59 on Tuesday. The stock has a market cap of $820.66 billion, a P/E ratio of 37.85, a price-to-earnings-growth ratio of 1.05 and a beta of 0.51. Eli Lilly and Company has a 1 year low of $623.78 and a 1 year high of $1,133.95. 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 50 day simple moving average of $955.40 and a 200 day simple moving average of $985.96.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last posted 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. The firm had revenue of $19.29 billion for the quarter, compared to analyst estimates of $17.85 billion. Eli Lilly and Company had a return on equity of 102.94% and a net margin of 31.66%.The company's revenue was up 42.6% on a year-over-year basis. During the same quarter last year, the company earned $5.32 EPS. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. On average, research analysts predict that Eli Lilly and Company will post 33.9 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

Several analysts recently weighed in on the company. Daiwa Securities Group lifted their price target on Eli Lilly and Company from $1,230.00 to $1,250.00 and gave the stock a "buy" rating in a report on Wednesday, February 18th. Weiss Ratings reaffirmed a "buy (b)" rating on shares of Eli Lilly and Company in a report on Friday, March 27th. Deutsche Bank Aktiengesellschaft reiterated a "buy" rating and set a $1,285.00 price objective on shares of Eli Lilly and Company in a research report on Friday, March 6th. Cantor Fitzgerald boosted their target price on shares of Eli Lilly and Company from $985.00 to $1,205.00 and gave the company an "overweight" rating in a research report on Thursday, February 5th. Finally, Berenberg Bank upped their price target on shares of Eli Lilly and Company from $950.00 to $1,050.00 and gave the company a "hold" rating in a research note on Thursday, February 19th. Two research analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, Eli Lilly and Company has a consensus rating of "Moderate Buy" and a consensus price target of $1,216.52.

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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