Vest Financial LLC Reduces Stock Position in Eli Lilly and Company $LLY

Key Points

• Vest Financial LLC reduced its stake by 70.8% in the fourth quarter, selling 8,017 shares and ending the period with 3,311 shares of Eli Lilly worth about $3.56 million, per its latest 13F filing.
• Eli Lilly handily beat Q1 estimates (GAAP-adjusted EPS $8.55; revenue $19.8B) and raised FY‑2026 guidance to $35.50–37 EPS and $82–85B revenue, triggering analyst upgrades and higher price targets.
• Institutional investors own 82.53% of Lilly’s stock, but analysts warn of valuation stretch and ongoing risks from competition, PBM/insurer pricing pressure and regulatory/compounding threats despite the strong quarter.

Vest Financial LLC lessened its stake in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 70.8% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 3,311 shares of the company's stock after selling 8,017 shares during the quarter. Vest Financial LLC's holdings in Eli Lilly and Company were worth $3,558,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Exencial Wealth Advisors LLC grew its position in Eli Lilly and Company by 189.6% in the 3rd quarter. Exencial Wealth Advisors LLC now owns 17,408 shares of the company's stock worth $13,283,000 after purchasing an additional 11,396 shares during the last quarter. Rede Wealth LLC bought a new position in Eli Lilly and Company in the 3rd quarter worth about $487,000. Cidel Asset Management Inc. grew its position in Eli Lilly and Company by 26.5% in the 3rd quarter. Cidel Asset Management Inc. now owns 26,726 shares of the company's stock worth $20,392,000 after purchasing an additional 5,591 shares during the last quarter. Spire Wealth Management grew its position in Eli Lilly and Company by 2.2% in the 4th quarter. Spire Wealth Management now owns 27,719 shares of the company's stock worth $29,789,000 after purchasing an additional 592 shares during the last quarter. Finally, Coldstream Capital Management Inc. grew its position in Eli Lilly and Company by 25.6% in the 3rd quarter. Coldstream Capital Management Inc. now owns 42,418 shares of the company's stock worth $32,365,000 after purchasing an additional 8,659 shares during the last quarter. Hedge funds and other institutional investors own 82.53% of the company's stock.

Wall Street Analyst Weigh In

Several research firms have commented on LLY. Cantor Fitzgerald upped their target price on shares of Eli Lilly and Company from $1,205.00 to $1,230.00 and gave the stock an "overweight" rating in a research report on Friday. Deutsche Bank Aktiengesellschaft restated a "buy" rating and issued a $1,285.00 target price on shares of Eli Lilly and Company in a research report on Friday, March 6th. JPMorgan Chase & Co. increased their price objective on shares of 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. UBS Group reiterated a "buy" rating on shares of Eli Lilly and Company in a research note on Wednesday, March 18th. Finally, Morgan Stanley reiterated an "overweight" rating and set a $1,344.00 price objective on shares of Eli Lilly and Company in a research note on Friday. Two research analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, Eli Lilly and Company has an average rating of "Moderate Buy" and an average target price of $1,218.93.

Eli Lilly and Company Price Performance

NYSE LLY opened at $965.19 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 debt-to-equity ratio of 1.54, a current ratio of 1.58 and a quick ratio of 1.19. The firm has a market capitalization of $911.93 billion, a PE ratio of 42.06, a P/E/G ratio of 1.10 and a beta of 0.48. The company's 50 day simple moving average is $947.05 and its 200 day simple moving average is $984.98.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last posted its quarterly earnings data on Thursday, April 30th. The company reported $8.55 EPS for the quarter, beating analysts' consensus estimates of $6.97 by $1.58. Eli Lilly and Company had a net margin of 34.98% and a return on equity of 115.33%. The business had revenue of $19.80 billion for the quarter, compared to analyst estimates of $17.82 billion. During the same quarter last year, the business earned $3.34 earnings per share. The business's revenue for the quarter was up 55.5% on a year-over-year basis. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. As a group, equities research analysts forecast that Eli Lilly and Company will post 33.79 EPS for the current fiscal year.

Eli Lilly and Company News Roundup

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

• Positive Sentiment: Q1 results and guidance boost: Lilly reported roughly $19.8B revenue and $8.55 non‑GAAP EPS (well above consensus), raised 2026 revenue guidance to $82–85B and lifted EPS guidance to $35.50–37 — a primary driver of the rally. Eli Lilly raises annual profit forecast as GLP-1 drugs fuel growth
• Positive Sentiment: Foundayo (oral GLP‑1) early traction: Foundayo — the first oral GLP‑1 with no food/water timing restrictions — has seen early prescriptions (management cites >20,000 patients), supporting longer‑term market share and convenience advantages versus rivals. Lilly's Double-Beat Widens the GLP-1 Gap—And a New Pill Could Make It Permanent
• Positive Sentiment: Regulatory tailwind for pricing/protection: The FDA proposed excluding key GLP‑1 active ingredients from the compounding bulk list — a move that would limit cheaper mass compounding and help protect branded volumes/pricing. US FDA proposes excluding weight-loss drugs from compounding list
• Positive Sentiment: Street upgrades and higher price targets: Major banks raised price targets and reiterated buy/overweight ratings after the results and guidance, supporting momentum from institutional analysts. Cantor Fitzgerald raises PT
• Neutral Sentiment: Novo’s oral rollout increases scrutiny: Novo Nordisk is expanding its oral GLP‑1 presence (rebranded Rybelsus/Ozempic pills across many pharmacies), a development investors will watch but which hasn’t flipped the narrative away from Lilly yet. Novo Launches Ozempic Pills Across 70,000 US Pharmacies
• Neutral Sentiment: Valuation and long‑term upside debate: Several analyses highlight a tension between Lilly’s strong top‑line growth and a stretched valuation after multi‑year gains; some see material upside if GLP‑1 momentum persists, others caution about multiple compression risk. Eli Lilly Stock’s Path To 30% Upside
• Negative Sentiment: Competitive and pricing pressure risks remain: PBM/insurer negotiation, faster ramps from rivals and longer‑term generic/compounding threats could pressure realized prices and margin expansion — a risk highlighted in market commentary despite the quarter’s beat. Fast Money panel on Novo vs Lilly
• Negative Sentiment: Regulatory / stakeholder friction: Hospital groups have pushed back on certain Lilly data/340B requests, which could create policy or reimbursement friction to monitor. AHA urges HHS to block Lilly 340B data demands

Eli Lilly and 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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